BETHEL LUTHERAN HOME FOUNDATION (EIN 460403284) - 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

1988

Legal Domicile

Principal Officer

FLOYD RUMMEL

Phone

6052564536

Tax Period

2023-07-01 to 2024-06-30

BETHEL LUTHERAN HOME FOUNDATION, founded in 1988, is a small nonprofit in the Health Care sector that reported $124K in total revenue in fiscal year 2017. Expenses of $189K exceeded revenue, resulting in a 53% operating deficit.

Mission

TO SUPPORT AND GROW THE ONGOING MINISTRY OF THE BETHEL COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $150,650

Program Service Revenue $0

Investment Income $70,796

Other Revenue $-561

TOTAL REVENUE $220,885

Expense Breakdown

Grants Paid $69,097

Salaries & Benefits $0

Fundraising Expenses $1,073

Program Expenses $69,097

Other Expenses $23,285

TOTAL EXPENSES $92,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$220,885	$265,714	-0.2%
Expenses	$92,382	$148,349	-0.4%
Net Income	$128,503	$117,365	+0.1%

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

$97,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMIAH SCHNEIDER	BLH ADMINISTRATOR	0.20	Officer	$0	$1,948	$97,924
FLOYD RUMMEL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOANNE CLAUSEN	TREASURER	1.50	Officer Director	$0	$0	$0
DONNA FAWBUSH	DIRECTOR	0.40	Officer Director	$0	$0	$0
MARV EICH	DIRECTOR	0.40	Director	$0	$0	$0
JERALYN NELSON	DIRECTOR	0.40	Director	$0	$0	$0
ROGER ORTON	DIRECTOR	0.40	Director	$0	$0	$0
LORI MAHER	DIRECTOR FROM 10/2023	0.30	Director	$0	$0	$0
DAWN BARBER	DIRECTOR FROM 5/2024	0.20	Director	$0	$0	$0
KRISTEN BOYLE	DIRECTOR FROM 5/2024	0.20	Director	$0	$0	$0
KATHIE EISENBEIS	DIRECTOR UNTIL 7/2023	0.40	Director	$0	$0	$0
KARIN MATHISON	DIRECTOR UNTIL 1/2024	0.20	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	$220,885	$92,382	$1,661,224	$128,503
2023	$265,714	$148,349	$1,491,908	$117,365
2022	$222,915	$127,496	$1,354,332	$95,419
2021	$252,191	$129,414	$1,298,246	$122,777
2020	$194,662	$167,002	$1,138,695	$27,660
2019	$250,214	$91,172	$1,114,836	$159,042
2018	$123,853	$189,183	$928,949	$-65,330

BETHEL LUTHERAN HOME FOUNDATION