CARING FOR BETHLEHEM 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

Formation Year

2017

Legal Domicile

Principal Officer

Vera Rosa

Phone

8606313169

Tax Period

2025-01-01 to 2025-12-31

CARING FOR BETHLEHEM INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $485K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $455K left a modest 6% surplus.

Mission

The spirit of Caring for Bethlehem comes from a long history of people giving time and resources selflessly to build the community of Bethlehem, CT as we know it today. Recognizing that local response to local needs makes sense, and recognizing the constraints of time in today's world and the desires of people to make a difference locally, Caring for Bethlehem builds community, develops programs to meet local needs, and makes it possible for volunteers to match their talents with opportunities to serve. Bethlehem Food Bank, Bethlehem Fuel Bank, Bethlehem Assistance Fund, and other programs of Caring for Bethlehem make it possible for financially insecure individuals and families to live productive lives in Bethlehem, CT. Caring for Bethlehem is an all-volunteer organization serving our neighbors with kindness and respect.

Program Service Accomplishments

Program 1

Expenses: $322,607 Revenue: $0

Bethlehem Food Bank: A selection of healthy foods including non-persishable food, fresh produce, dairy products, meat products, and personal care items is provided for those in need in the Bethlehem Community. Over 300 people from more than 100 financially insecure households were served throughout the year.

Program 2

Expenses: $42,900 Revenue: $0

Bethlehem Scholarship Fund: College Scholarships for graduating seniors, continuing college students, and adults returning to school.

Program 3

Expenses: $24,618 Revenue: $0

Caring for Bethlehem Holiday Gifts for Kids: A local gift tree solicits gift donations from the community and toy drives by CT State Police Troop L and others provided holidays gifts of toys and...

Caring for Bethlehem Holiday Gifts for Kids: A local gift tree solicits gift donations from the community and toy drives by CT State Police Troop L and others provided holidays gifts of toys and clothing for 72 children in low income families.

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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 $481,874

Program Service Revenue $0

Investment Income $2,207

Other Revenue $428

TOTAL REVENUE $484,509

Expense Breakdown

Grants Paid $387,470

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $441,820

Other Expenses $67,524

TOTAL EXPENSES $454,994

Year-over-Year Comparison

	2025	2024	Change
Revenue	$484,509	$427,664	+0.1%
Expenses	$454,994	$389,929	+0.2%
Net Income	$29,515	$37,735	-0.2%

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

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
Vera Rosa	President	30	Officer Director	$0	$0	$0
Marjorie Theresa O'Neill	Vice President	4	Officer Director	$0	$0	$0
Mary Ann Fontaine	Secretary, Scholarship Chair	4	Officer Director	$0	$0	$0
Patricia Traver	Treasurer, Assistance Chair	18	Officer Director	$0	$0	$0
Richard Wood	Financial Secretary, Funding Chair	30	Officer Director	$0	$0	$0
Shannon Bauer	Director	6	Director	$0	$0	$0
Kathy Howard	Director	4	Director	$0	$0	$0
Cathie Murdock	Director, Clothing Bank Liaison	4	Director	$0	$0	$0
Susan Murray	Director	12	Director	$0	$0	$0
Nancy Stein	Director, Community Garden Liaison	4	Director	$0	$0	$0
Eileen Weaver	Director	4	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	$484,509	$454,994	$294,094	$29,515
2024	$427,664	$389,929	$264,721	$37,735
2023	$412,041	$422,161	$226,986	$-10,120
2022	$361,399	$310,393	$237,106	$51,006
2021	$286,064	$229,298	$185,305	$56,766
2020	$280,243	$191,153	$128,539	$89,090