Bethany Methodist Corporation (EIN 363478324) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Vera Lampe

Phone

8479981118

Tax Period

2023-10-01 to 2024-01-31

Mission

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

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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 $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	$0	N/A

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$248,745

Total Directors

$248,745

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sunny Lopez	President/CEO	1.00	Officer Director	$0	$78,415	$248,745
Stephen Dahl	Chairman	1.00	Officer Director	$0	$0	$0
Keith Reed	Vice-Chairman	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
Jennifer Christy	Director	1.00	Director	$0	$0	$0
Robert Hoellen	Director (Until 11/13/23)	1.00	Director	$0	$0	$0
Vera Lampe	Administrator	0.00	Highest	$0	$2,500	$154,546
Renee Bellew	Dir. of Sales and Marketing	0.00	Highest	$0	$13,671	$282,648
Jacqueline Nieves	Director of HR	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
2023	No data	No data	No data	No data
2022	No data	No data	No data	No data
2021	No data	No data	No data	No data
2020	No data	No data	No data	No data
2019	No data	No data	No data	No data
2018	No data	No data	No data	No data

Bethany Methodist Corporation