BETHEL HOME INC (EIN 391209707) - 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

1966

Legal Domicile

Principal Officer

THERESA BERTRAM

Phone

9202325238

Tax Period

2024-01-01 to 2024-12-31

BETHEL HOME INC, founded in 1966, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2024. Expenses of $10.0M left a modest 5% surplus.

Mission

BETHEL HOME IS PART OF A FAMILY OF HEALTHCARE AND RESIDENTIAL SERVICE ORGANIZATIONS COMMITTED TO PROVIDING QUALITY CARE AND LIFE-ENRICHING OPPORTUNITIES TO THE AGING AND THOSE IN NEED IN A CARING, CHRISTIAN ENVIRONMENT.

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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 $38,860

Program Service Revenue $10,423,127

Investment Income $23,567

Other Revenue $67,052

TOTAL REVENUE $10,552,606

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,854,116

Fundraising Expenses $0

Program Expenses $8,862,283

Other Expenses $3,183,919

TOTAL EXPENSES $10,038,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,552,606	$10,641,643	0.0%
Expenses	$10,038,035	$10,154,111	0.0%
Net Income	$514,571	$487,532	+0.1%

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

183

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

$363,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BEECHER	CHAIR	0.20	Officer Director	$0	$0	$0
NATE OLSON	VICE CHAIR	0.20	Officer Director	$0	$0	$0
JIM STAPEL	BOARD MEMBER	0.20	Director	$0	$0	$0
STEW RIECKMAN	BOARD MEMBER	0.20	Director	$0	$0	$0
MARK BOETTCHER	BOARD MEMBER	0.20	Director	$0	$0	$0
DIANE LANGDON	BOARD MEMBER	0.20	Director	$0	$0	$0
JASON LOWE	BOARD MEMBER	0.20	Director	$0	$0	$0
DR PAULA MCNIEL	BOARD MEMBER	0.20	Director	$0	$0	$0
JAMIE BONELL	SECRETARY	0.20	Director	$0	$0	$0
THERESA BERTRAM	PRESIDENT/CEO/CFO	4.00	Officer	$0	$0	$363,150
KELLY FITZPATRICK	ADMINISTRATOR	40.00	Highest	$133,009	$0	$133,009

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	$10,552,606	$10,038,035	$7,478,527	$514,571
2023	$10,641,643	$10,154,111	$7,037,264	$487,532
2022	$8,841,744	$9,339,598	$6,236,868	$-497,854
2021	$10,385,483	$9,596,821	$6,892,854	$788,662
2020	$8,849,537	$9,480,954	$8,036,129	$-631,417
2019	$8,971,517	$9,498,297	$6,119,612	$-526,780
2018	$8,955,070	$9,483,490	$6,536,984	$-528,420

BETHEL HOME INC