BETHANY MANOR FOUNDATION INC (EIN 396707107) - 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

1999

Legal Domicile

Principal Officer

HEATHER MORTVEDT

Phone

5157334325

Tax Period

2024-01-01 to 2024-12-31

BETHANY MANOR FOUNDATION INC, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $356K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $331K left a modest 7% surplus.

Mission

TO SUPPORT THE OPERATION, ACTIVITIES AND PROGRAMS OF BETHANY MANOR, INC.

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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 $219,897

Program Service Revenue $0

Investment Income $12,364

Other Revenue $123,359

TOTAL REVENUE $355,620

Expense Breakdown

Grants Paid $93,610

Salaries & Benefits $134,821

Fundraising Expenses $0

Program Expenses $298,533

Other Expenses $102,929

TOTAL EXPENSES $331,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$355,620	$479,362	-0.3%
Expenses	$331,360	$253,754	+0.3%
Net Income	$24,260	$225,608	-0.9%

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

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

$338,207

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AL HOLM	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK ULLESTAD	CHAIR	1.00	Officer Director	$0	$0	$0
PASTOR JONATHAN COONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB HIGGINS	TREASURER	1.00	Officer Director	$0	$0	$0
GINI MICHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY GRINDE	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM MALEK	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY SCHILLING	CEO	1.00	Officer	$0	$8,128	$178,993
HEATHER MORTVEDT	CFO	1.00	Officer	$0	$1,716	$159,214

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	$355,620	$331,360	$1,722,437	$24,260
2023	$479,362	$253,754	$1,793,328	$225,608
2022	$321,885	$174,187	$1,388,942	$147,698
2021	$352,520	$259,643	$1,460,829	$92,877
2020	$349,840	$195,848	$1,286,244	$153,992
2019	$425,206	$260,314	$1,048,851	$164,892
2018	$257,473	$284,787	$812,300	$-27,314

BETHANY MANOR FOUNDATION INC