Bethany House of Laredo Inc (EIN 742317098) - 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

1982

Legal Domicile

Principal Officer

Javier A Garcia JR

Phone

9567224152

Tax Period

2023-01-01 to 2023-12-31

Bethany House of Laredo Inc, founded in 1982, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 42% operating margin.

Mission

Feed the hungy and shelter the homeless.

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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 $2,740,736

Program Service Revenue $0

Investment Income $7,337

Other Revenue $114,740

TOTAL REVENUE $2,862,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $619,002

Fundraising Expenses $46,377

Program Expenses $1,503,397

Other Expenses $1,050,644

TOTAL EXPENSES $1,669,646

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,862,813	$2,446,944	+0.2%
Expenses	$1,669,646	$1,558,623	+0.1%
Net Income	$1,193,167	$888,321	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carl Michael Barto	President	001.00	Director	$0	$0	$0
Evelyn Sames	Vice President	001.00	Director	$0	$0	$0
Lilia B Westel	Secretary	001.00	Director	$0	$0	$0
Rebecca Mata Laurel	Recording Secretary	001.00	Director	$0	$0	$0
Diana Hickey Pena	Treasurer	001.00	Director	$0	$0	$0
Monica B Gonzalez	Member	001.00	Director	$0	$0	$0
Margarita Flores	Member	001.00	Director	$0	$0	$0
Gilbert Hernandez	Member	001.00	Director	$0	$0	$0
Louis P Lavaude	Member	001.00	Director	$0	$0	$0
Lucy Montemayor	Member	001.00	Director	$0	$0	$0
Cecilia Rodriguez	Member	001.00	Director	$0	$0	$0
Dr Patrick Valls	Member	001.00	Director	$0	$0	$0
Monica Z Notzon	Member	001.00	Director	$0	$0	$0
John Kazen	Member	001.00	Director	$0	$0	$0
Linda Mann	Member	001.00	Director	$0	$0	$0
Bavi Nixon	Member	001.00	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
2024	No data	No data	No data	No data
2023	$2,862,813	$1,669,646	$7,023,116	$1,193,167
2022	$2,446,944	$1,558,623	$5,773,792	$888,321
2021	$1,892,022	$1,816,588	$4,829,965	$75,434
2020	$1,419,874	$1,578,070	$4,820,227	$-158,196
2019	$1,425,478	$1,692,985	$4,840,276	$-267,507
2018	$1,145,168	$1,650,050	$5,011,460	$-504,882

Bethany House of Laredo Inc