BETHANY HOME INC (EIN 580566138) - 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

1923

Legal Domicile

Principal Officer

REGINA BELL

Phone

9127647960

Tax Period

2023-07-01 to 2024-06-30

BETHANY HOME INC, founded in 1923, is a small nonprofit that reported $890K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $351K, a strong 39% operating margin.

Mission

THE PRIMARY MISSION OF THE ORGANIZATION IS TO PROMOTE, THROUGH THEIR SUPPORT OF BETHANY ASSISTED LIVING, INC, THE WELFARE OF THE ELDERLY THROUGH THE PROVISION OF HOUSING, MEDICAL CARE AND OTHER SERVICES DESIGNED TO MEET THE ESSENTIAL NEEDS OF SUCH PERSONS.

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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 $0

Program Service Revenue $0

Investment Income $10,610

Other Revenue $879,179

TOTAL REVENUE $889,789

Expense Breakdown

Grants Paid $380,838

Salaries & Benefits $101,628

Fundraising Expenses $0

Program Expenses $463,325

Other Expenses $56,415

TOTAL EXPENSES $538,881

Year-over-Year Comparison

	2023	2022	Change
Revenue	$889,789	$779,378	+0.1%
Expenses	$538,881	$1,472,399	-0.6%
Net Income	$350,908	$-693,021	-1.5%

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

Volunteers

N/A

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

$126,883

Total Directors

$14,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY LIVINGSTON	CEO	18.00		$165,003	$0	$165,003
SHERRI DOLLAR	TRUSTEE	1.50	Director	$2,000	$0	$2,000
TERRY MANUEL	TRUSTEE	1.50	Director	$2,000	$0	$2,000
WADE MCELVEEN	TRUSTEE	1.50	Director	$2,000	$0	$2,000
CAROLYN PHILLIPS	CHAIRMAN	2.00	Officer Director	$2,000	$0	$2,000
WILLIAM TRAPNELL	TRUSTEE	1.50	Director	$2,000	$0	$2,000
R LINDSAY WALKER	TRUSTEE	1.50	Director	$0	$0	$0
STEVEN RIGDON	VICE-CHAIR	2.00	Officer Director	$2,000	$0	$2,000
ROSE MARY GEE	SECRETARY-TR	2.00	Director	$2,000	$0	$2,000
KENNETH WATERS	TRUSTEE	1.50	Director	$500	$0	$500
REGINA BELL	EXECUTIVE DI	18.00	Officer	$0	$0	$122,883
JEFF JONES	TRUSTEE	1.50	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	$889,789	$538,881	$3,089,378	$350,908
2023	$779,378	$1,472,399	$2,717,846	$-693,021
2022	$956,557	$2,170,578	$3,169,963	$-1,214,021
2021	$947,776	$169,147	$4,696,211	$778,629
2020	$958,473	$4,345,687	$3,689,742	$-3,387,214
2019	$969,659	$160,193	$7,008,146	$809,466

BETHANY HOME INC