BETHANY HOME FOUNDATION (EIN 421391031) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

SUSAN WESTMARK

Phone

5635565233

Tax Period

2024-01-01 to 2024-12-31

BETHANY HOME FOUNDATION, founded in 1990, is a small nonprofit in the Health Care sector that reported $392K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

TO SUPPORT THE ACTIVITIES OF BETHANY HOME (RELATED ORGANIZATION).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,030

Program Service Revenue $0

Investment Income $378,040

Other Revenue $0

TOTAL REVENUE $392,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2024	2023	Change
Revenue	$392,070	$621,091	-0.4%
Expenses	N/A	N/A	N/A
Net Income	N/A	$621,091	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$131,184

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN WESTMARK	ADMINISTRATO	0.10	Officer	$0	$0	$131,184
JACKIE CARL	PRESIDENT	0.10	Officer Director	$0	$0	$0
JAN HAYERTZ	DIRECTOR	0.10	Director	$0	$0	$0
KEN MILLER	SECRETARY/TR	0.10	Officer Director	$0	$0	$0
TODD STEVENSON	DIRECTOR	0.10	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	$392,070	No data	$5,149,862	No data
2023	$621,091	No data	$4,512,225	No data
2022	$266,653	$5,836	$3,966,861	$260,817
2021	$558,149	$5,727	$4,363,065	$552,422
2020	$174,142	$4,620	$3,618,423	$169,522
2019	$186,178	$5,338	$3,409,268	$180,840
2018	$53,901	$3,232	$2,728,272	$50,669

BETHANY HOME FOUNDATION