BETHANY COMMUNITY INC (EIN 521359066) - 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

1982

Legal Domicile

Principal Officer

William J McCarthy Jr

Phone

6676003216

Tax Period

2022-07-01 to 2023-06-30

BETHANY COMMUNITY INC, founded in 1982, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.2M exceeded revenue, resulting in a 42% operating deficit.

Mission

To provide affordable, supportive communities for older adults with a resolve to nurture a spirit of purpose, wellness, and harmony among both our residents and colleagues.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,329,683

Program Service Revenue $219,619

Investment Income $8,864

Other Revenue $0

TOTAL REVENUE $1,558,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,322,303

Fundraising Expenses $0

Program Expenses $2,120,687

Other Expenses $894,188

TOTAL EXPENSES $2,216,491

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,558,166	$1,441,237	+0.1%
Expenses	$2,216,491	$1,978,297	+0.1%
Net Income	$-658,325	$-537,060	+0.2%

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

N/A

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

$731,531

Total Directors

$510,904

Key Employees

$343,120

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William J McCarthy Jr	Secretary	1	Officer Director	$0	$69,648	$510,904
Sarah I Beckwith	Treasurer (started February 7, 2022)	1	Officer	$0	$37,697	$220,627
Mary Choplick	Director Senior Communities	1	Key Emp	$0	$40,668	$187,155
Ashley Valis	Chief Operating Officer	1	Key Emp	$0	$4,200	$155,965
Archbishop William E Lori	Chairman	1	Director	$0	$0	$0
Theresa D Becks	President	1	Director	$0	$0	$0
John Stanton	Director	1	Director	$0	$0	$0
Most Rev Adam Parker	Director	1	Director	$0	$0	$0
Pamela W Gray	Director	1	Director	$0	$0	$0
Tamla A Olivier	Director	1	Director	$0	$0	$0
Natalie McSherry	Director	1	Director	$0	$0	$0
Daniel Rizzo	Director	1	Director	$0	$0	$0
Michael Bison	Director	1	Director	$0	$0	$0
Marc Wyatt	Director	1	Director	$0	$0	$0
Marianne Schmitt Hellauer	Director	1	Director	$0	$0	$0
J Scott Wilfong	Director	1	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,558,166	$2,216,491	$1,843,373	$-658,325
2022	$1,441,237	$1,978,297	$1,714,706	$-537,060
2021	$1,685,024	$1,969,038	$1,800,660	$-284,014
2020	$1,648,569	$1,571,528	$1,914,874	$77,041
2019	$1,704,202	$1,597,050	$1,981,283	$107,152
2018	$1,645,782	$1,558,410	$2,471,966	$87,372

BETHANY COMMUNITY INC