Bethany Homes and Methodist Hospital (EIN 362012788) - 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

1890

Legal Domicile

Principal Officer

Vera Lampe

Phone

8479981118

Tax Period

2023-10-01 to 2024-09-30

Mission

Sunny Lopez, President, received a housing allowance during the year paid by a related organization, Bethany Methodist Corporation (formerly Bethany North Suburban Group). The item was treated as nontaxable compensation.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,718

TOTAL EXPENSES $1,718

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$68,008	-1.0%
Expenses	$1,718	$169,435	-1.0%
Net Income	N/A	$-101,427	N/A

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

N/A

Volunteers

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

$403,290

Total Directors

$403,290

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sunny Lopez	President/CEO (until 2/1/24)	1.00	Officer Director	$0	$78,414	$248,744
Vera Lampe	President/CEO	1.00	Officer Director	$0	$2,500	$154,546
Jennifer Christy	Chair	1.00	Officer Director	$0	$0	$0
Stephen Dahl	Chair (until 12/31/23)	1.00	Officer Director	$0	$0	$0
Bruce Balfe	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Gessel Berry Jr	Director (until 11/13/23)	1.00	Director	$0	$0	$0
Scort Christy	Director	1.00	Director	$0	$0	$0
Maureen Farrell	Director	1.00	Director	$0	$0	$0
Robert Hoellen	Director (until 11/13/23)	1.00	Director	$0	$0	$0
Janice Maloney	Director	1.00	Director	$0	$0	$0
Jerry Marx	Director	1.00	Director	$0	$0	$0
Keith Reed	Director	1.00	Director	$0	$0	$0
Jane Wuellner	Director	1.00	Director	$0	$0	$0
Renee Bellew	Dir. of Sales and Marketing	0.00	Highest	$0	$13,671	$282,648
Jackie Nieves	Director of Human Resources	0.00	Highest	$0	$12,612	$113,394

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	No data	No data	No data	No data
2024	No data	$1,718	$2,328,268	No data
2023	$68,008	$169,435	$2,457,309	$-101,427
2022	$89,282	$128,249	$2,455,283	$-38,967
2021	$235,369	$271,854	$2,543,093	$-36,485
2020	$637,088	$1,994,754	$4,083,103	$-1,357,666
2019	$47,851,679	$46,894,487	$22,307,827	$957,192
2018	$40,051,211	$43,520,026	$26,395,318	$-3,468,815

Bethany Homes and Methodist Hospital