BETHANY MANOR INC AND AFFILIATES

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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

1914

Legal Domicile

Principal Officer

HEATHER MORTVEDT

Phone

5157334325

Tax Period

2024-01-01 to 2024-12-31

BETHANY MANOR INC AND AFFILIATES, founded in 1914, is a mid-sized nonprofit in the Health Care sector that reported $21.0M in total revenue in fiscal year 2024.

Mission

HELP ELDERS THRIVE IN THEIR LIFE JOURNEY, LIVING IN A CHRISTIAN ENVIRONMENT OF HOPE AND COMPASSION.

Program Service Accomplishments

Program 1

Expenses: $17,092,464 Revenue: $18,494,157

PROVIDED SKILLED NURSING AND NURSING ACTIVITY FACILITY LEVELS OF CARE FOR APPROXIMATELY 45,000 BEDS WITHIN THE HOUSEHOLDS OF BETHANY. THE HOUSEHOLDS OF BETHANY CONSIST OF 9 HOUSEHOLDS, DESIGNED TO...

PROVIDED SKILLED NURSING AND NURSING ACTIVITY FACILITY LEVELS OF CARE FOR APPROXIMATELY 45,000 BEDS WITHIN THE HOUSEHOLDS OF BETHANY. THE HOUSEHOLDS OF BETHANY CONSIST OF 9 HOUSEHOLDS, DESIGNED TO FEEL LIKE HOME EACH WITH A LIVING AREA, DINING ROOM AND KITCHEN . 2 OF THE 9 HOUSEHOLDS PROVIDED MEMORY CARE. RESIDENTS WERE ALSO PROVIDED REHABILITATION SERVICES, THE OPPORTUNITY TO PARTICIPATE IN DAILY ACTIVITIES AND ACCESS TO A FULL-TIME CHAPLAIN.

Program 2

Expenses: $1,480,913 Revenue: $1,492,566

THE LIFECHOICES AT BETHANY PROGRAM PROVIDED SERVICES TO MEMBERS THAT FOCUSED ON WELLNESS AND INDEPENDENCE. EACH MEMBER HAS A PERSONAL ADVOCATE THAT PROVIDED THEM WITH ACCESS TO THE FOLLOWING SERVICES AS NEEDED: WELLNESS AND EDUCATION, HOME AND COMMUNITY-BASED SERVICES, HOSPITALITY AND ENVIRONMENTAL SERVICES AND NURSING HOME AND ASSISTED LIVING SERVICES.

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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 $81,000

Program Service Revenue $19,995,873

Investment Income $375,235

Other Revenue $534,163

TOTAL REVENUE $20,986,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,168,281

Fundraising Expenses $0

Program Expenses $18,573,377

Other Expenses $8,413,175

TOTAL EXPENSES $21,581,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,986,271	$19,689,924	+0.1%
Expenses	$21,581,456	$22,441,386	0.0%
Net Income	$-595,185	$-2,751,462	-0.8%

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

438

Volunteers

145

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

$322,636

Total Directors

Key Employees

$183,979

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY ALLMAN	CHAIR	1.00	Officer Director	$0	$0	$0
PR JOHN SHEAHAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN CLOUGH	TREASURER	1.00	Officer Director	$0	$0	$0
DR PETER MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DR NANCY CARLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL BAPPE	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX ROTHSCHILD	BOARD MEMBER	1.00	Director	$0	$0	$0
PR TIM MALEK	BOARD MEMBER	1.00	Director	$0	$0	$0
GINI MICHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
BETTY GRINDE	BOARD MEMBER	1.00	Director	$0	$0	$0
PR JON ROLLEFSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY SCHILLING	CEO	40.00	Officer	$170,865	$8,128	$178,993
HEATHER MORTVEDT	CFO	40.00	Officer	$141,927	$1,716	$143,643
AUSTIN MORTVEDT	EXECUTIVE DIRECTOR OF HOME & COMMUNITY-BASED SERVI	40.00	Key Emp	$157,498	$26,481	$183,979
ALBERT GWION	CNA	40.00	Highest	$134,082	$566	$134,648
KRIS REXROAT	RN	40.00	Highest	$120,268	$4,918	$125,186
KATIE ERICKSON	MEDICARE COORDINATOR	40.00	Highest	$115,055	$11,297	$126,352
ANNA CHRISTENSEN	RN	40.00	Highest	$109,561	$1,131	$110,692
KRISTI ELEY	DIRECTOR OF ASSISTED LIVING	40.00	Highest	$107,512	$5,263	$112,775

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	$20,986,271	$21,581,456	$26,125,010	$-595,185
2023	$19,689,924	$22,441,386	$26,447,072	$-2,751,462
2022	$16,903,904	$19,049,228	$32,746,762	$-2,145,324
2021	$20,182,256	$17,466,326	$35,629,736	$2,715,930
2020	$18,084,669	$17,638,649	$35,482,964	$446,020
2019	$16,455,796	$16,897,307	$33,170,555	$-441,511
2018	$17,202,835	$20,268,993	$33,523,025	$-3,066,158