BETHANY HOME (EIN 420698260) - 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

1924

Legal Domicile

Principal Officer

SUSAN WESTMARK

Phone

5635565233

Tax Period

2024-01-01 to 2024-12-31

BETHANY HOME, founded in 1924, is a mid-sized nonprofit in the Health Care sector that reported $10.4M in total revenue in fiscal year 2024. Expenses of $10.0M left a modest 3% surplus.

Mission

TO PROVIDE NURSING HOME CARE TO RESIDENTS.

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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 $135,872

Program Service Revenue $9,998,147

Investment Income $228,430

Other Revenue $16,705

TOTAL REVENUE $10,379,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,429,911

Fundraising Expenses $0

Program Expenses $8,932,649

Other Expenses $3,592,664

TOTAL EXPENSES $10,022,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,379,154	$9,888,285	+0.0%
Expenses	$10,022,575	$9,848,265	+0.0%
Net Income	$356,579	$40,020	+7.9%

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

176

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

$131,184

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WESTMARK	ADMINISTRATO	40.00	Officer	$131,184	$0	$131,184
MIKE BRANNON	DIRECTOR/1ST	0.50	Officer Director	$0	$0	$0
SUE CHAPMAN	DIRECTOR	0.50	Director	$0	$0	$0
JAN HAYERTZ	DIRECTOR	0.50	Director	$0	$0	$0
DR SARA LOETCHER	DIRECTOR	0.50	Director	$0	$0	$0
DR ROSS MADDEN	DIRECTOR	0.50	Director	$0	$0	$0
ALLEN MEURER	DIRECTOR	0.50	Director	$0	$0	$0
KEN MILLER	DIRECTOR/TRE	0.50	Officer Director	$0	$0	$0
CODY RICHARD	DIRECTOR/2ND	0.50	Officer Director	$0	$0	$0
TODD STEVENSON	DIRECTOR/PRE	0.50	Officer Director	$0	$0	$0
MARSHA WILFONG	SECRETARY	0.50	Officer Director	$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	$10,379,154	$10,022,575	$14,557,513	$356,579
2023	$9,888,285	$9,848,265	$13,992,031	$40,020
2022	$8,898,925	$8,964,497	$13,968,081	$-65,572
2021	$8,491,963	$8,230,159	$15,066,108	$261,804
2020	$9,058,974	$7,892,335	$14,914,048	$1,166,639
2019	$7,211,388	$6,770,388	$13,994,393	$441,000
2018	$6,428,412	$6,360,063	$13,422,565	$68,349

BETHANY HOME