BETHANY HOME INC (EIN 390868849) - 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

1961

Legal Domicile

Principal Officer

GREG REICHENBACH

Phone

7152585521

Tax Period

2023-10-01 to 2024-09-30

BETHANY HOME INC, founded in 1961, is a mid-sized nonprofit that reported $14.2M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

BETHANY IS A FAITH-BASED, NON-PROFIT SENIOR LIVING COMMUNITY PROVING A NURTURING CHRISTIAN ENVIRONMENT AND CONTINUUM OF CARE THAT RESPONDS TO INDIVIDUAL NEEDS AND CHOICES AT ALL LIFE STAGES.

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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 $81,916

Program Service Revenue $14,084,029

Investment Income $25,863

Other Revenue $22,920

TOTAL REVENUE $14,214,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,584,161

Fundraising Expenses $0

Program Expenses $13,826,690

Other Expenses $7,315,963

TOTAL EXPENSES $14,900,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,214,728	$12,959,160	+0.1%
Expenses	$14,900,124	$13,453,838	+0.1%
Net Income	$-685,396	$-494,678	+0.4%

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

318

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

$428,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARB CONRADT	PRESIDENT	0.40	Officer Director	$0	$0	$0
JOE JONES	PRESIDENT (THRU JAN '24)	0.40	Officer Director	$0	$0	$0
LORI CARLSON	VICE-PRESIDENT	0.40	Officer Director	$0	$0	$0
HANNAH GUTHO	SECRETARY/TREASURER	0.40	Officer Director	$0	$0	$0
SUE ABRAHAMSON	DIRECTOR	0.40	Director	$0	$0	$0
DIANE BAKER	DIRECTOR	0.40	Director	$0	$0	$0
KERRY LEE BLANKE	DIRECTOR	0.40	Director	$0	$0	$0
ERIC HENDRICKSON	DIRECTOR	0.40	Director	$0	$0	$0
MIKE JACQUART	DIRECTOR	0.40	Director	$0	$0	$0
VICKI NATZKE	DIRECTOR (THRU FEB '24)	0.40	Director	$0	$0	$0
KEITH WILLIAMS	DIRECTOR	0.40	Director	$0	$0	$0
GREG REICHENBACH	ADMINISTRATOR/CEO	35.00	Officer	$105,365	$24,109	$129,474
SHELLY SONTAG	ADMINISTRATOR/CEO (THRU 12/23)	35.00	Officer	$152,935	$24,421	$177,356
SHEILA NELSON-SEYBOLD	ADMINISTRATOR/CEO	35.00	Officer	$34,598	$0	$34,598
MICHELE SLATER	FINANCE DIRECTOR	35.00	Officer	$80,182	$6,974	$87,156

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	$14,214,728	$14,900,124	$22,625,914	$-685,396
2023	$12,959,160	$13,453,838	$24,075,811	$-494,678
2022	$12,334,329	$13,118,411	$25,281,032	$-784,082
2021	$15,144,078	$13,352,629	$26,522,978	$1,791,449
2020	$13,104,400	$12,858,635	$26,868,701	$245,765
2019	$11,483,280	$12,951,651	$26,530,764	$-1,468,371
2018	$10,280,390	$12,812,824	$27,036,045	$-2,532,434

BETHANY HOME INC