BETHEL AREA DISTRICT EXCHANGE AND FOOD PANTRY (EIN 454126626) - 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

2012

Legal Domicile

Principal Officer

LLOYD SWEETSER

Tax Period

2023-01-01 to 2023-12-31

BETHEL AREA DISTRICT EXCHANGE AND FOOD PANTRY, founded in 2012, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $540K in total revenue in fiscal year 2023. The organization ran a surplus of $374K, a strong 69% operating margin.

Mission

PROVIDE FOOD/CLOTHING AND OR OTHER ASSISTANCE TO THE SURROUNDING COMMUNITY OF BETHEL

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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 $523,820

Program Service Revenue $0

Investment Income $319

Other Revenue $16,133

TOTAL REVENUE $540,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,858

Fundraising Expenses $24,185

Program Expenses $112,996

Other Expenses $118,655

TOTAL EXPENSES $166,513

Year-over-Year Comparison

	2023	2022	Change
Revenue	$540,272	N/A	N/A
Expenses	$166,513	N/A	N/A
Net Income	$373,759	N/A	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
HEATHER NIVUS	DIRECTOR	Director	$0	$0	$0
HOPE SCHROY	DIRECTOR	Director	$0	$0	$0
HEIDI HOLT	DIRECTOR	Director	$0	$0	$0
PAUL DUCLOS	DIRECTOR	Director	$0	$0	$0
STEPHANIE HERBECK	PRESIDENT	Officer Director	$0	$0	$0
LLOYD SWEETSER	VICE PRESIDENT	Officer Director	$0	$0	$0
MONICA GORDON	TREASURER	Officer Director	$0	$0	$0
MARYVONNE WHEELER	SECRETARY	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	No data	No data	No data	No data
2023	$540,272	$166,513	$1,206,532	$373,759

BETHEL AREA DISTRICT EXCHANGE AND FOOD PANTRY