BETHEL BIRCHWOOD LTD (EIN 391835359) - 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

1990

Legal Domicile

Principal Officer

CAROLYN ENESS

Phone

6086372171

Tax Period

2024-01-01 to 2024-12-31

BETHEL BIRCHWOOD LTD, founded in 1990, is a small nonprofit that reported $450K in total revenue in fiscal year 2024. Expenses of $651K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO PROVIDE PERSONS OF RETIREMENT AGE WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS AT AN AFFORDABLE PRICE.

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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 $1,475

Program Service Revenue $410,606

Investment Income $-2,834

Other Revenue $40,798

TOTAL REVENUE $450,045

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,329

Fundraising Expenses $0

Program Expenses $628,858

Other Expenses $389,826

TOTAL EXPENSES $651,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$450,045	$423,292	+0.1%
Expenses	$651,155	$611,996	+0.1%
Net Income	$-201,110	$-188,704	+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

N/A

Volunteers

N/A

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

$180,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRIE SEIDEL	VICE-CHAIR	0.00	Officer Director	$0	$0	$0
PAT PETERSON	CHAIR	0.00	Officer Director	$0	$0	$0
ANNA WENDORF	TREASURER	0.00	Officer Director	$0	$0	$0
PASTOR MICHELE ENGH	MEMBER	0.00	Director	$0	$0	$0
LARRY STEPHENS	MEMBER	0.00	Director	$0	$0	$0
SONJA HALVERSON	MEMBER	0.00	Director	$0	$0	$0
CAROLYN ENESS	CEO/CFO - BETHEL HOME	1.00	Officer	$0	$0	$180,329

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	$450,045	$651,155	$6,051,764	$-201,110
2023	$423,292	$611,996	$6,138,416	$-188,704
2022	$347,281	$561,634	$6,254,701	$-214,353
2021	$331,486	$448,090	$6,352,297	$-116,604
2020	$407,726	$393,417	$6,475,118	$14,309
2019	$229,578	$278,444	$6,429,869	$-48,866
2018	$180,266	$228,286	$3,676,817	$-48,020

BETHEL BIRCHWOOD LTD