BETHANY FOUNDATION INC (EIN 582489536) - 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

1999

Legal Domicile

Principal Officer

REGINA BELL

Phone

9127647960

Tax Period

2023-07-01 to 2024-06-30

BETHANY FOUNDATION INC, founded in 1999, is a small nonprofit in the Human Services sector that reported $214K in total revenue in fiscal year 2023. Revenue surged 112% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 27% operating margin.

Mission

THE FOUNDATION'S PRIMARY PURPOSE IS TO PROMOTE AND RECEIVE CONTRIBUTIONS FROM THE PUBLIC TO PROVIDE GRANTS AND OTHER FINANCIAL SUPPORT TO BETHANY ASSISTED LIVING, INC WHICH IS EXEMPT UNDER SECTION 501(C)(3) AND WHICH IS ORGANIZED AND OPERATES TO PROMOTE THE WELFARE OF THE ELDERLY.

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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 $108,505

Program Service Revenue $0

Investment Income $105,975

Other Revenue $0

TOTAL REVENUE $214,480

Expense Breakdown

Grants Paid $113,314

Salaries & Benefits $0

Fundraising Expenses $2,847

Program Expenses $138,101

Other Expenses $43,992

TOTAL EXPENSES $157,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,480	$101,026	+1.1%
Expenses	$157,306	$90,627	+0.7%
Net Income	$57,174	$10,399	+4.5%

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

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

$128,883

Total Directors

$12,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BECKY LIVINGSTON	CEO	N/A		$0	$0	$165,003
REGINA BELL	EXECUTIVE DI	0.00	Officer	$0	$0	$122,883
SHERRI DOLLAR	TRUSTEE	0.00	Director	$0	$0	$2,000
ROSE MARY GEE	SECRETARY-TR	0.00	Officer Director	$0	$0	$2,000
TERRY MANUEL	TRUSTEE	0.00	Director	$0	$0	$2,000
WADE MCELVEEN	TRUSTEE	0.00	Director	$0	$0	$2,000
CAROLYN PHILLIPS	CHAIRMAN	0.00	Officer Director	$0	$0	$2,000
STEVEN RIGDON	VICE-CHAIR	0.00	Officer Director	$0	$0	$2,000
KENNETH WATERS	TRUSTEE	0.00	Director	$0	$0	$500
JEFF JONES	TRUSTEE	0.00	Director	$0	$0	$0
WILLIAM M TRAPNELL	TRUSTEE	0.00	Director	$0	$0	$0
R LINDSAY WALKER	TRUSTEE	0.00	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	$214,480	$157,306	$1,749,023	$57,174
2023	$101,026	$90,627	$1,636,582	$10,399
2022	$140,359	$64,723	$1,532,498	$75,636
2021	$193,364	$57,149	$1,760,996	$136,215
2020	$102,160	$627,942	$1,435,996	$-525,782
2019	$369,567	$39,398	$1,935,121	$330,169

BETHANY FOUNDATION INC