BETHLEHEM HOUSE INC (EIN 521546272) - 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

1987

Legal Domicile

Principal Officer

CURTIS RUPPERT

Phone

2025263222

Tax Period

2018-07-01 to 2019-06-30

BETHLEHEM HOUSE INC, founded in 1987, is a small nonprofit that reported $294K in total revenue in fiscal year 2018. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $675K exceeded revenue, resulting in a 129% operating deficit.

Mission

DEVELOPING, PROVIDING AND MANAGING GROUP HOMES THAT OFFER A FAMILY/COMMUNITY SETTING TO PROMOTE THE GROWTH, DEVELOPMENT AND SOCIALIZATION OF PERSONS WITH INTELLECTUAL AND 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 (2018)

Revenue Breakdown

Contributions & Grants $58,122

Program Service Revenue $231,337

Investment Income $4,676

Other Revenue $0

TOTAL REVENUE $294,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $483,777

Fundraising Expenses $42,170

Program Expenses $455,633

Other Expenses $190,903

TOTAL EXPENSES $674,680

Year-over-Year Comparison

	2018	2017	Change
Revenue	$294,135	$825,340	-0.6%
Expenses	$674,680	$662,052	+0.0%
Net Income	$-380,545	$163,288	-3.3%

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

Volunteers

134

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

$150,993

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURTIS RUPPERT	PRESIDENT	2.00	Officer Director	$0	$0	$0
MAUREEN MANN RITZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN HIGGINS	TREASURER	2.00	Officer Director	$0	$0	$0
GREGORY WELTER	SECRETARY	2.00	Officer Director	$0	$0	$0
PEG KOLM	BOARD MEMBER	2.00	Director	$0	$0	$0
LAUREN PORTO	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHLEEN HEALY	EXECUTIVE DIRECTOR	40.00	Officer	$66,338	$5,599	$71,937
ALAN FITTIG	DIRECTOR OF OPERATIONS	40.00	Officer	$56,173	$22,883	$79,056

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
2019	$294,135	$674,680	$208,292	$-380,545
2018	$825,340	$662,052	$605,168	$163,288

BETHLEHEM HOUSE INC