BETHANY LUTHERAN HOMES INC (EIN 390909446) - 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

1946

Legal Domicile

Principal Officer

TODD WILSON

Phone

6084063880

Tax Period

2023-01-01 to 2023-12-31

BETHANY LUTHERAN HOMES INC, founded in 1946, is a mid-sized nonprofit that reported $40.6M in total revenue in fiscal year 2023. Expenses of $35.9M left a modest 12% surplus.

Mission

BETHANY LUTHERAN HOMES, INC. (THE ORGANIZATION) IS A BENEVOLENT CONTINUUM OF CARE RETIREMENT COMMUNITY COMPRISED OF NUMEROUS FACILITIES AND COMMUNITY OUTREACH PROGRAMS DESIGNED TO MEET THE CARE NEEDS OF THE ELDERLY AND DISABLED IN THE LA CROSSE, WI AREA. BETHANY IS A NON-PROFIT CORPORATION, EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) THROUGH ITS AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH OF AMERICA.

🔒

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 $27,307

Program Service Revenue $37,884,932

Investment Income $1,217,605

Other Revenue $1,491,605

TOTAL REVENUE $40,621,449

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,838,533

Fundraising Expenses $22,067

Program Expenses $33,428,976

Other Expenses $15,097,975

TOTAL EXPENSES $35,936,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,621,449	$38,132,880	+0.1%
Expenses	$35,936,508	$32,628,967	+0.1%
Net Income	$4,684,941	$5,503,913	-0.1%

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

845

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

$959,310

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN O'FLAHERTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN ROBINSON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PETE HANSEN	TREASURER	1.00	Officer Director	$0	$0	$0
ANGELA STRANGEMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
LEAH MUDLER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH HAVENS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FLANAGAN	DIRECTOR	1.00	Director	$0	$0	$0
ANNA PRINSEN	DIRECTOR	1.00	Director	$0	$0	$0
JOE ZOELLNER	DIRECTOR	1.00	Director	$0	$0	$0
TODD WILSON	CEO	40.00	Officer	$390,061	$198,120	$588,181
TODD GARVES	CFO	40.00	Officer	$263,367	$107,762	$371,129
CARIN MYHRE	HUMAN RESOUR	40.00	Highest	$136,610	$25,792	$162,402
PATRICK SENZIG	ADMINISTRATO	40.00	Highest	$138,720	$5,548	$144,268
MELISSA POHLMANN	DIRECTOR OF	40.00	Highest	$110,007	$26,121	$136,128
CINDY CRAIG	REGISTERED N	40.00	Highest	$108,273	$24,669	$132,942
CHRISTINA MCKITTRICK	REGISTERED N	40.00	Highest	$102,576	$18,970	$121,546

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	$40,621,449	$35,936,508	$106,230,454	$4,684,941
2022	$38,132,880	$32,628,967	$103,221,841	$5,503,913
2021	$37,603,425	$30,635,113	$102,810,906	$6,968,312
2020	$31,956,723	$29,203,820	$100,408,157	$2,752,903
2019	$26,886,154	$25,141,328	$91,108,903	$1,744,826
2018	$24,670,891	$24,572,012	$68,085,574	$98,879

BETHANY LUTHERAN HOMES INC