BETHANY MEMORIAL ASSOCIATION

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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

2013

Legal Domicile

Principal Officer

Anne Crom

Phone

8049379856

Tax Period

2021-06-01 to 2022-05-31

BETHANY MEMORIAL ASSOCIATION, founded in 2013, is a micro nonprofit in the Religion sector that reported $61K in total revenue in fiscal year 2021. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $52K, a strong 84% operating margin.

Mission

Care and maintenance of the cemetery, buildings and grounds of the former Bethany Presbyterian Church in Charles City, Virginia.

Program Service Accomplishments

Program 1

Maintain and preserve cemetery and buildings on the grounds of the former Bethany Presbyterian Church in Charles City County, Virginia.

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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 (2021)

Revenue Breakdown

Contributions & Grants $40,421

Program Service Revenue $0

Investment Income $21,009

Other Revenue $0

TOTAL REVENUE $61,430

Expense Breakdown

Grants Paid $500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $9,365

TOTAL EXPENSES $9,865

Year-over-Year Comparison

	2021	2020	Change
Revenue	$61,430	$111,120	-0.4%
Expenses	$9,865	$8,187	+0.2%
Net Income	$51,565	$102,933	-0.5%

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

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
Warren Haupt	President	2	Officer	$0	$0	$0
Ray Goodloe	Vice-President	1	Officer	$0	$0	$0
Anne B Crom	Secretary/Treasurer	2	Officer	$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
2022	$61,430	$9,865	$1,235,637	$51,565