BETHESDA HOME 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

1987

Legal Domicile

Principal Officer

BRENT ZIMMERMAN

Phone

6053453331

Tax Period

2025-01-01 to 2025-12-31

BETHESDA HOME FOUNDATION, founded in 1987, is a small nonprofit that reported $128K in total revenue in fiscal year 2025. Expenses of $230K exceeded revenue, resulting in a 80% operating deficit.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $229,634

ORGANIZED TO SECURE FUNDING FOR BETHESDA HOME, INC. FOR THE BENEFIT OF THE NURSING HOME AND ITS 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 (2025)

Revenue Breakdown

Contributions & Grants $19,050

Program Service Revenue $0

Investment Income $25,939

Other Revenue $82,549

TOTAL REVENUE $127,538

Expense Breakdown

Grants Paid $229,634

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $229,634

Other Expenses $0

TOTAL EXPENSES $229,634

Year-over-Year Comparison

	2025	2024	Change
Revenue	$127,538	$122,259	+0.0%
Expenses	$229,634	$36,375	+5.3%
Net Income	$-102,096	$85,884	-2.2%

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

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

$136,668

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT ZIMMERMAN	PRESIDENT	0.10	Officer Director	$0	$0	$0
JIM ROOD	VICE PRESIDENT (UNTIL AUG 2025)	0.10	Officer Director	$0	$0	$0
MARGARET KWASNIEWSKI	SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
PAT HOFFMAN	DIRECTOR (UNTIL MAR 2025)	0.10	Officer Director	$0	$0	$0
MIKE MATTHEWS	DIRECTOR	0.10	Director	$0	$0	$0
GAIL FISCHER	DIRECTOR (AS OF OCT 2025)	0.10	Director	$0	$0	$0
KATHY BUHLER	DIRECTOR (AS OF MAR 2025)	0.10	Director	$0	$0	$0
MELISSA CUNNINGHAM	SR DIRECTOR/ADMIN (JAN-FEB)	0.10	Officer	$0	$0	$0
KAY VANNESS	INTERMIN SR DIRECTOR/ADMIN(FEB-JUL)	0.10	Officer	$0	$0	$0
ANNE BAUMGARN - DIRECTOR OF	BUSINESS SVCS/ADMIN (AS OF JULY)	0.10	Officer	$0	$0	$136,668

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
2025	$127,538	$229,634	$1,143,968	$-102,096
2024	$122,259	$36,375	$1,245,986	$85,884
2023	$128,802	No data	$1,160,750	No data
2022	$304,860	$80,000	$1,032,146	$224,860
2021	$80,796	$48,993	$807,579	$31,803
2020	$115,361	$36,315	$775,113	$79,046
2019	$87,226	$55,455	$696,031	$31,771
2018	$118,871	$93,888	$663,597	$24,983