BETHEL HILL CHARTER SCHOOL

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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

2001

Legal Domicile

Principal Officer

JOE BERRYHILL

Phone

3365992823

Tax Period

2023-07-01 to 2024-06-30

BETHEL HILL CHARTER SCHOOL, founded in 2001, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2023. Expenses of $4.1M left a modest 5% surplus.

Mission

TO PROVIDE A SAFE AND POSITIVE ENVIROMENT IN A SMALL COMMUNITY SCHOOL SETTING WITH A LOW PUPIL TO TEACHER RATIO THAT WILL ENABLE ITS STUDENTS TO EXCEL IN ALL ACADEMIC AREAS WITH AN EMPHASIS ON RESPECTING SELF AND OTHERS. THE COMMUNITY, PARENTS AND TEACHERS WILL BE DEVOTED TO INSTILLING IN EACH CHILD A LOVE OF LEARNING COMPASSION FOR ALL MANKIND.

Program Service Accomplishments

Program 1

Expenses: $3,427,391 Revenue: $177,129

OPERATION AS A CHARTER SCHOOL IN ROXBORO, NC SERVING APPROXIMATELY 344 STUDENTS FOR THE FISCAL YEAR ENDING JUNE 30, 2024.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,024,083

Program Service Revenue $148,303

Investment Income $62,849

Other Revenue $28,826

TOTAL REVENUE $4,264,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,867,346

Fundraising Expenses $0

Program Expenses $3,427,391

Other Expenses $1,198,488

TOTAL EXPENSES $4,065,834

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,264,061	$4,318,978	0.0%
Expenses	$4,065,834	$3,738,007	+0.1%
Net Income	$198,227	$580,971	-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

617

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

$54,582

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE BERRYHILL	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
GLENN MARTIN	BOARD VICE-CHAIR	1.50	Officer Director	$0	$0	$0
KRISTI BRAY	TREASURER	1.50	Officer Director	$0	$0	$0
SUZANNE BESHEARS	BOARD MEMBER	1.00	Director	$30,165	$0	$30,165
AUTUMN GENTRY	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTY HORNER	BOARD MEMBER	1.00	Director	$24,417	$0	$24,417
MARK PHILLIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE SHOTWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
GARRETT WHITFIELD	BOARD MEMBER	1.00	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	$4,264,061	$4,065,834	$7,497,838	$198,227
2023	$4,318,978	$3,738,007	$7,227,664	$580,971
2022	$4,528,621	$3,948,379	$6,732,074	$580,242
2021	$4,270,772	$3,462,344	$6,217,365	$808,428
2020	$3,838,272	$3,509,393	$5,498,595	$328,879
2019	$3,754,544	$3,659,299	$5,254,929	$95,245