SAMARITAN BETHANY FOUNDATION

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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

1982

Legal Domicile

Principal Officer

KYLA BERG

Phone

5072895042

Tax Period

2023-10-01 to 2024-09-30

SAMARITAN BETHANY FOUNDATION, founded in 1982, is a small nonprofit that reported $260K in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 58% operating margin.

Mission

THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY INC.

Program Service Accomplishments

Program 1

Expenses: $16,603 Revenue: $0

THE FOUNDATION IS OPERATED FOR THE BENEFIT OF AND TO ASSIST IN CARRYING OUT THE CHARITABLE PURPOSES OF SAMARITAN BETHANY 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 (2023)

Revenue Breakdown

Contributions & Grants $137,439

Program Service Revenue $0

Investment Income $104,730

Other Revenue $17,756

TOTAL REVENUE $259,925

Expense Breakdown

Grants Paid $16,603

Salaries & Benefits $80,882

Fundraising Expenses $0

Program Expenses $16,603

Other Expenses $11,858

TOTAL EXPENSES $109,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,925	$139,550	+0.9%
Expenses	$109,343	$178,145	-0.4%
Net Income	$150,582	$-38,595	-4.9%

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

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

$591,294

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM VALEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
GREG SCHLIESMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BEN TURNQUIST	SEC/TREASURER	1.00	Officer Director	$0	$0	$0
PAUL PETERSON	FORMER VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MAGGIE COOK	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT MOON	DIRECTOR	1.00	Director	$0	$0	$0
JANE QUAINTANCE	DIRECTOR	1.00	Director	$0	$0	$0
KEN RANDALL	FORMER DIRECTOR	1.00	Director	$0	$0	$0
KYLA BERG	ADMINISTRATOR/CO-CEO	1.00	Officer	$0	$25,694	$120,696
RACHAEL MAXFIELD	HOUSING MGR/CO-CEO	1.00	Officer	$0	$16,517	$102,747
BRANDON MILLER	CFO	1.00	Officer	$0	$7,439	$115,054
SUSAN KNUTSON	CEO - PART YEAR	1.00	Officer	$0	$29,206	$169,209
DEAN STENEHJEM	FORMER FOUNDATION DIRECTOR	40.00	Officer	$0	$404	$20,622
RITA HAWKINS-MOYER	FOUNDATION DIRECTOR (5/6/24-8/30/24)	40.00	Officer	$0	$28,006	$62,966
WAYNE STENBERG	FOUNDATION DIRECTOR	40.00	Officer	$0	$0	$0

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	$259,925	$109,343	$1,869,759	$150,582
2023	$139,550	$178,145	$1,589,455	$-38,595
2022	$163,324	$174,524	$1,702,537	$-11,200
2021	$392,962	$286,768	$1,826,466	$106,194
2020	$207,571	$174,689	$1,541,908	$32,882
2019	$136,424	$247,793	$1,339,008	$-111,369
2018	$188,486	$175,335	$1,310,924	$13,151