BETHANY INC (EIN 521807403) - 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

1993

Legal Domicile

Principal Officer

P CAROL BULLARD-BATES

Phone

2026784084

Tax Period

2024-07-01 to 2025-06-30

BETHANY INC, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $497K in total revenue in fiscal year 2024. Revenue surged 368% from the prior year, signaling strong growth momentum. The organization ran a surplus of $340K, a strong 68% operating margin.

Mission

THE ARTICLES OF INCORPORATION WERE AMENDED UNANIMOUSLY IN A MEETING HELD ON SEPTEMBER 15, 2025 TO UPDATE THE GENERAL PURPOSES OF THE CORPORATION TO PROVIDE SUPPORTIVE SERVICES TO CHILDREN TO ENHANCE THEIR LEARNING AND GROWING ENVIRONMENTS AND RECEIVE CONTRIBUTIONS, REMOVING THE PREVIOUS PURPOSES TO MAKE ADEQUATE SHELTER AVAILABLE AND PROVIDING SOCIAL SERVICES TO HOMELESS, POOR AND UNDERPRIVILEGED RESIDENTS OF THE WASHINGTON, D.C. METROPOLITAN AREA.

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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 $11,085

Program Service Revenue $8,046

Investment Income $476,728

Other Revenue $1,185

TOTAL REVENUE $497,044

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,680

Fundraising Expenses $2,745

Program Expenses $106,000

Other Expenses $111,380

TOTAL EXPENSES $157,060

Year-over-Year Comparison

	2024	2023	Change
Revenue	$497,044	$106,285	+3.7%
Expenses	$157,060	$152,990	+0.0%
Net Income	$339,984	$-46,705	-8.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
P CAROL BULLARD-BATES	PRESIDENT	4.00	Officer Director	$0	$0	$0
EDWARD JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ELEANOR LAUDERDALE	BOARD MEMBER	1.00	Director	$0	$0	$0
THEODORA MPOY	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLYNE SCHOFIELD	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LURLENE SWEENEY	TREASURER	1.00	Officer 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	$497,044	$157,060	$829,615	$339,984
2024	$106,285	$152,990	$565,147	$-46,705
2023	$108,570	$208,957	$588,085	$-100,387
2022	$145,571	$213,661	$676,632	$-68,090
2021	$151,483	$200,622	$765,442	$-49,139
2020	$112,901	$175,769	$799,392	$-62,868
2019	$150,657	$181,204	$865,100	$-30,547
2018	$118,887	$160,263	$901,620	$-41,376

BETHANY INC