BETHESDA PLACE INC (EIN 480975398) - 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

1981

Legal Domicile

Principal Officer

JAROD TIPPY

Phone

7856395882

Tax Period

2023-01-01 to 2023-12-31

BETHESDA PLACE INC, founded in 1981, is a small nonprofit that reported $584K in total revenue in fiscal year 2023. Expenses of $533K left a modest 9% surplus.

Mission

PROVIDE RESIDENTIAL SERVICES AND EMPLOYMENT FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES

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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 $41,627

Program Service Revenue $513,744

Investment Income $6,814

Other Revenue $22,267

TOTAL REVENUE $584,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,403

Fundraising Expenses $0

Program Expenses $448,168

Other Expenses $211,741

TOTAL EXPENSES $533,144

Year-over-Year Comparison

	2023	2022	Change
Revenue	$584,452	$573,189	+0.0%
Expenses	$533,144	$524,783	+0.0%
Net Income	$51,308	$48,406	+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

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

$72,796

Total Directors

$72,796

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA WAGONER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAROD TIPPY	TREASURER	40.00	Officer Director	$72,796	$0	$72,796
AMANDA TIPPY	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM MALL	DIRECTOR	2.00	Director	$0	$0	$0
DON STAFFORD	DIRECTOR	2.00	Director	$0	$0	$0
MIKE REED	DIRECTOR	2.00	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	No data	No data	No data	No data
2023	$584,452	$533,144	$1,360,606	$51,308
2022	$573,189	$524,783	$1,303,496	$48,406
2021	$504,635	$453,608	$1,274,532	$51,027
2020	$480,301	$437,484	$1,216,853	$42,817
2019	$508,888	$486,088	$1,178,205	$22,800
2018	$543,108	$445,106	$1,136,475	$98,002

BETHESDA PLACE INC