SAMARITAN BETHANY INC (EIN 411373420) - 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

1971

Legal Domicile

Principal Officer

KYLA BERG

Phone

5072895042

Tax Period

2023-10-01 to 2024-09-30

SAMARITAN BETHANY INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $18.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

TO PROVIDE HOUSING, NURSING CARE AND RELATED SERVICES FOR THE ELDERLY.

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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 $737,952

Program Service Revenue $16,611,582

Investment Income $547,385

Other Revenue $432,860

TOTAL REVENUE $18,329,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,798,778

Fundraising Expenses $0

Program Expenses $15,490,271

Other Expenses $9,478,135

TOTAL EXPENSES $18,276,913

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,329,779	$19,534,394	-0.1%
Expenses	$18,276,913	$16,946,095	+0.1%
Net Income	$52,866	$2,588,299	-1.0%

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

276

Volunteers

100

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

$507,707

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JERRY SWANSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN HAUG	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRY BIRD	TREASURER	1.00	Officer Director	$0	$0	$0
BEV MORAVEC	SECRETARY	1.00	Officer Director	$0	$0	$0
JERAD FAUDI	TREASURER - PART YEAR	1.00	Officer Director	$0	$0	$0
LAURIE DEYOUNG	SECRETARY - PART YEAR	1.00	Officer Director	$0	$0	$0
RAE DUNN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA NORDMAN	DIRECTOR	1.00	Director	$0	$0	$0
LORI PAUL	DIRECTOR	1.00	Director	$0	$0	$0
GARY ZANDER	DIRECTOR	1.00	Director	$0	$0	$0
PAM SCHULZE	DIRECTOR	1.00	Director	$0	$0	$0
KIRBY BAKKEN	DIRECTOR	1.00	Director	$0	$0	$0
BOB BEAULIEU	DIRECTOR	1.00	Director	$0	$0	$0
JOE PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KNUTSON	CEO - PART YEAR	40.00	Officer	$140,004	$29,206	$169,210
BRANDON MILLER	CFO	40.00	Officer	$107,615	$7,439	$115,054
KYLA BERG	ADMINISTRATOR/CO-CEO	40.00	Officer	$95,002	$25,694	$120,696
RACHAEL MAXFIELD	HOUSING MGR/CO-CEO	40.00	Officer	$86,230	$16,517	$102,747

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	$18,329,779	$18,276,913	$33,517,057	$52,866
2023	$19,534,394	$16,946,095	$34,020,892	$2,588,299
2022	$15,598,206	$17,891,864	$32,215,412	$-2,293,658
2021	$19,680,043	$18,998,682	$35,223,208	$681,361
2020	$19,862,737	$20,618,293	$38,215,066	$-755,556
2019	$20,709,827	$20,367,486	$36,456,289	$342,341
2018	$19,860,798	$19,528,537	$36,898,505	$332,261

SAMARITAN BETHANY INC