BETHESDA HOME FOUNDATION (EIN 460397029) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

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

2024-01-01 to 2024-12-31

BETHESDA HOME FOUNDATION, founded in 1987, is a small nonprofit that reported $119K in total revenue in fiscal year 2018. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 21% operating margin.

Mission

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 & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,003

Program Service Revenue $0

Investment Income $32,447

Other Revenue $81,809

TOTAL REVENUE $122,259

Expense Breakdown

Grants Paid $36,375

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,375

Other Expenses $0

TOTAL EXPENSES $36,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,259	$128,802	-0.1%
Expenses	$36,375	N/A	N/A
Net Income	$85,884	$128,802	-0.3%

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

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	0.10	Officer Director	$0	$0	$0
PAT HOFFMAN	SECRETARY/TREASURER	0.10	Officer Director	$0	$0	$0
MARGARET KWASNIEWSKI	DIRECTOR	0.10	Director	$0	$0	$0
MIKE MATTHEWS	DIRECTOR	0.10	Director	$0	$0	$0
ISAAC GERDES - SR DIRECTOR	ADMINISTRATOR (JAN-AUG)	0.10	Officer	$0	$0	$0
KAY VANNESS - INTERIM	SR DIRECTOR/ADMIN (SEPT-NOV)	0.10	Officer	$0	$0	$0
MELISSA CUNNINGHAM	SR DIRECTOR/ADMIN (NOV-DEC)	0.10	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	$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

BETHESDA HOME FOUNDATION