Bethany House Services Inc (EIN 311101401) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Margaret Dierkers

Phone

5139211131

Tax Period

2024-01-01 to 2024-12-31

Bethany House Services Inc, founded in 1983, is a mid-sized nonprofit in the Housing & Shelter sector that reported $12.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $10.6M left a modest 15% surplus.

Mission

Bethany House Services empowers homeless and at-risk families with the solutions to achieve housing stability and long-term self-sufficiency.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,822,746

Program Service Revenue $293,819

Investment Income $312,623

Other Revenue $-307

TOTAL REVENUE $12,428,881

Expense Breakdown

Grants Paid $3,645,833

Salaries & Benefits $3,753,660

Fundraising Expenses $699,482

Program Expenses $8,699,660

Other Expenses $3,199,962

TOTAL EXPENSES $10,599,455

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,428,881	$10,149,106	+0.2%
Expenses	$10,599,455	$9,081,909	+0.2%
Net Income	$1,829,426	$1,067,197	+0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

266

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$282,638

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Vincent D Boddy	Trustee	1.00	Director	$0	$0	$0
Sr Lynn Heper SC	Trustee - Exit 04/24	1.00	Director	$0	$0	$0
Ross A Crawford	Trustee	1.00	Director	$0	$0	$0
Robie K Suggs	Trustee	1.00	Director	$0	$0	$0
Peg Moertl	Trustee	1.00	Director	$0	$0	$0
Pamela A Webb	Trustee	1.00	Director	$0	$0	$0
Nahamani Yisrael	Trustee	1.00	Director	$0	$0	$0
Megan J McCuen	Trustee - Exit 08/24	1.00	Director	$0	$0	$0
Lucy A Crane	Trustee - Exit 04/24	1.00	Director	$0	$0	$0
Gregory W Olson	Trustee - Exit 10/24	1.00	Director	$0	$0	$0
Gina L Bannister	Trustee	1.00	Director	$0	$0	$0
David L Tramontana	Trustee	1.00	Director	$0	$0	$0
Darin C Hall	Trustee - Exit 04/24	1.00	Director	$0	$0	$0
Cornelious A Chambliss	Trustee	1.00	Director	$0	$0	$0
Charles Thomas	Trustee	1.00	Director	$0	$0	$0
Catherine A Kitchin	Trustee	1.00	Director	$0	$0	$0
Carolyn K Washburn	President	1.00	Officer Director	$0	$0	$0
Albert C Smitherman	Trustee - Exit 04/24	1.00	Director	$0	$0	$0
Tom Wiandt	Treasurer	1.00	Officer Director	$0	$0	$0
Steven Stefanuou	Trustee	1.00	Director	$0	$0	$0
Erica Parker	Trustee	1.00	Director	$0	$0	$0
Laura Lewis	Trustee	1.00	Director	$0	$0	$0
Thomas Leugers	Trustee	1.00	Director	$0	$0	$0
Tom Mahoney	Trustee - Started 11/24	1.00	Director	$0	$0	$0
Blake Must	Trustee - Started 11/24	1.00	Director	$0	$0	$0
Margaret Dierkers	COO	40.00	Officer	$148,910	$4,744	$153,654
Crystal Holliday	CFO	40.00	Officer	$109,530	$19,454	$128,984

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$12,428,881	$10,599,455	$35,648,829	$1,829,426
2023	$10,149,106	$9,081,909	$33,579,739	$1,067,197
2022	$11,442,114	$8,391,053	$36,505,209	$3,051,061
2021	$10,582,813	$7,364,940	$21,282,527	$3,217,873
2020	$13,927,773	$6,774,953	$13,753,096	$7,152,820
2019	$7,383,881	$5,576,643	$6,597,364	$1,807,238
2018	$4,809,740	$4,595,952	$4,359,490	$213,788

Bethany House Services Inc