NEW BETHANY (EIN 770464417) - 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

1997

Legal Domicile

Principal Officer

SR LUCINDA DIAS FONSECA

Phone

2098278949

Tax Period

2023-01-01 to 2023-12-31

NEW BETHANY, founded in 1997, is a community nonprofit in the Health Care sector that reported $4.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HOME FOR THE AGED OR HANDICAPPED.

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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 $80,264

Program Service Revenue $4,819,353

Investment Income $22,203

Other Revenue $0

TOTAL REVENUE $4,921,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $245,291

Fundraising Expenses $0

Program Expenses $4,855,125

Other Expenses $5,149,292

TOTAL EXPENSES $5,394,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,921,820	$4,324,532	+0.1%
Expenses	$5,394,583	$4,757,477	+0.1%
Net Income	$-472,763	$-432,945	+0.1%

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

117

Volunteers

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

$138,716

Total Directors

$106,575

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR HELEN JEAN PETROVICH	Secretary	60.00	Officer	$86,256	$0	$86,256
SR ACACIA AFONSO MOISES	Director	60.00	Director	$74,205	$0	$74,205
SR LUCINDA DIAS FONSECA	PRESIDENT	60.00	Officer	$52,460	$0	$52,460
SR ASTRIDA MARIOLA D'CRUZ	Director	60.00	Director	$32,370	$0	$32,370
SR JULIA DIAS FONSECA	Treasurer	60.00	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
2024	No data	No data	No data	No data
2023	$4,921,820	$5,394,583	$9,768,411	$-472,763
2022	$4,324,532	$4,757,477	$10,528,878	$-432,945
2021	$4,925,063	$4,649,176	$11,248,574	$275,887
2020	$5,093,574	$4,637,531	$11,206,151	$456,043
2019	$4,768,651	$4,706,068	$11,098,115	$62,583
2018	$4,557,686	$4,649,548	$11,241,880	$-91,862

NEW BETHANY