BETHANY-ST JOSEPH CORPORATION (EIN 510201995) - 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

1976

Legal Domicile

Principal Officer

KIMBERLY GOCHANOUR

Phone

6087885700

Tax Period

2024-01-01 to 2024-12-31

BETHANY-ST JOSEPH CORPORATION, founded in 1976, is a mid-sized nonprofit that reported $26.8M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

THE CORPORATION'S STATED MISSION IS TO PROVIDE SERVICES TO THE AGED, INFIRMED AND CHRONICALLY ILL PERSONS WITHOUT REGARD TO POVERTY OR RICHES OF THE RECIPIENT OF THE SERVICES PROVIDED, AND TO FOSTER ECUMENICAL COOPERATION BETWEEN PEOPLE OF ALL FAITHS. BETHANY-ST. JOSEPH CORPORATION FULFILLS ITS MISSION THROUGH THE PROGRAMS, SERVICES, AND FACILITIES IT PROVIDES THROUGHOUT THE SEVEN RIVERS REGION OF WESTERN WISCONSIN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $72,072

Program Service Revenue $26,251,907

Investment Income $439,473

Other Revenue $0

TOTAL REVENUE $26,763,452

Expense Breakdown

Grants Paid $40,790

Salaries & Benefits $16,855,482

Fundraising Expenses $106,052

Program Expenses $24,082,770

Other Expenses $9,153,050

TOTAL EXPENSES $26,049,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,763,452	$20,574,976	+0.3%
Expenses	$26,049,322	$21,447,330	+0.2%
Net Income	$714,130	$-872,354	-1.8%

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

838

Volunteers

172

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

$688,611

Total Directors

Key Employees

$174,198

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICK MAKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAWN KUTT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CINDI KYTE	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW BERSAGEL BRALEY	SECRETARY	1.00	Officer Director	$0	$0	$0
KAY BERRA	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES HANSON	DIRECTOR	1.00	Director	$0	$0	$0
PETER HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
JO ANN MARSON	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS PASSE	DIRECTOR	1.00	Director	$0	$0	$0
TERRI PEDACE	DIRECTOR	1.00	Director	$0	$0	$0
BONITA SACIA	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SPILDE	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG UBBELOHDE	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$296,444	$9,918	$306,362
KIMBERLY GOCHANOUR	CEO	40.00	Officer	$214,331	$13,981	$228,312
MATHEW MULLENBERG	CFO	40.00	Officer	$133,241	$20,696	$153,937
JULIE HEMP	NURSE	40.00	Key Emp	$152,869	$21,329	$174,198
MEGAN FEIRTAG	NURSING HOME ADMINISTRATOR	40.00	Highest	$148,643	$4,024	$152,667
JENNIFER SASS	DIRECTOR OF HUMAN RESOURCE	40.00	Highest	$135,689	$20,205	$155,894
JAMIE HAAKENSON	NURSE MANAGER	40.00	Highest	$137,537	$0	$137,537
JESSICA RIZZOLO	RN	40.00	Highest	$136,919	$9,720	$146,639
KIA VANG	NURSE MANAGER	40.00	Highest	$135,247	$27,877	$163,124

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	$26,763,452	$26,049,322	$30,151,650	$714,130
2023	$20,574,976	$21,447,330	$28,656,589	$-872,354
2022	$20,055,803	$21,568,320	$29,151,441	$-1,512,517
2021	$21,334,588	$22,345,265	$31,103,859	$-1,010,677
2020	$23,008,318	$22,751,082	$33,067,911	$257,236
2019	$20,087,983	$20,810,812	$31,456,033	$-722,829
2018	$20,878,455	$20,768,329	$32,499,013	$110,126

BETHANY-ST JOSEPH CORPORATION