BETHANY COMMUNITY MIDDLE SCHOOL (EIN 562144157) - 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

2000

Legal Domicile

Principal Officer

SCOTT LEWIS

Phone

3369512500

Tax Period

2024-07-01 to 2025-06-30

BETHANY COMMUNITY MIDDLE SCHOOL, founded in 2000, is a community nonprofit in the Education sector that reported $7.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE GUIDING PASSION OF BETHANY COMMUNITY MIDDLE SCHOOL IS TO BE THE PREMIER SCHOOL OF CHOICE WHERE ACADEMIC RIGOR AND CHARACTER EXCELLENCE ARE STANDARDS TO CULTIVATE COLLEGE-READY LEARNERS AND STRENGTHEN THE COMMUNITY.

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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 $7,280,021

Program Service Revenue $117,556

Investment Income $9,020

Other Revenue $123,733

TOTAL REVENUE $7,530,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,158,434

Fundraising Expenses $0

Program Expenses $6,450,371

Other Expenses $2,382,895

TOTAL EXPENSES $7,541,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,530,330	$6,922,279	+0.1%
Expenses	$7,541,329	$6,956,978	+0.1%
Net Income	$-10,999	$-34,699	-0.7%

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

$109,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN COLEMAN	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
DARLA DUNAGAN	BOARD VICE CHAIR	10.00	Officer Director	$0	$0	$0
ALAN FARRAR	BOARD SECRETARY	10.00	Officer Director	$0	$0	$0
JENNA DANIELS	BOARD TREASURER	10.00	Officer Director	$0	$0	$0
BILL MCMAHON	BOARD MEMBER	10.00	Director	$0	$0	$0
SHAWN BOWERS	BOARD MEMBER	10.00	Director	$0	$0	$0
JEFF MORRIS	EXECUTIVE DIRECTOR	40.00	Officer	$109,450	$0	$109,450

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	$7,530,330	$7,541,329	$16,297,223	$-10,999
2024	$6,922,279	$6,956,978	$14,703,985	$-34,699
2023	$6,841,032	$7,246,887	$14,124,200	$-405,855
2022	$5,596,151	$5,262,987	$13,581,351	$333,164
2021	$4,710,518	$4,199,651	$5,338,506	$510,867
2020	$4,307,427	$4,035,159	$4,445,909	$272,268
2019	$3,693,775	$3,382,075	$3,512,341	$311,700
2018	$2,954,723	$2,711,408	$2,096,347	$243,315

BETHANY COMMUNITY MIDDLE SCHOOL