BETHANY PLACE INC

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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

Principal Officer

SONJA WHITE

Phone

4057892050

Tax Period

2025-07-01 to 2026-06-30

BETHANY PLACE INC is a micro nonprofit that reported $3K in total revenue in fiscal year 2025. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $369K exceeded revenue, resulting in a 10854% operating deficit.

Mission

LOW INCOME HOUSING

Program Service Accomplishments

Program 1

Expenses: $369,252

LOW INCOME HOUSING ON A LEASE/RENTAL BASIS. PROPERTY WAS SOLD IN APRIL OF 2022. THE ORGANIZATION WILL MANAGE THE PROCEEDS FROM THE SALE ACCORDING TO THEIR BY-LAWS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,371

Other Revenue $0

TOTAL REVENUE $3,371

Expense Breakdown

Grants Paid $356,428

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $369,252

Other Expenses $12,824

TOTAL EXPENSES $369,252

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,371	$20,490	-0.8%
Expenses	$369,252	$623,389	-0.4%
Net Income	$-365,881	$-602,899	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG ADAMS	MEMBER	1.00	Director	$0	$0	$0
KERRY ALBRIGHT	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOBBY DIXON	MEMBER	1.00	Director	$0	$0	$0
KENT GERING	MEMBER	1.00	Director	$0	$0	$0
COY LEAGUE	MEMBER	1.00	Director	$0	$0	$0
DOUG POFF	MEMBER	1.00	Director	$0	$0	$0
SONJA WHITE	TREASURER	5.00	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
2026	$3,371	$369,252	No data	$-365,881
2025	$20,490	$623,389	$365,881	$-602,899
2024	$101,884	$1,205,930	$968,780	$-1,104,046
2023	$70,357	$1,075,736	$2,072,826	$-1,005,379
2022	$2,995,897	$346,021	$3,078,255	$2,649,876
2021	$326,751	$392,699	$535,919	$-65,948