CARING FOR BETHLEHEM INC

EIN: 822473303 501(c)(3) Human Services

Bethlehem, CT

Total Revenue
$484,509
Total Expenses
$454,994
Total Assets
$294,094
Net Assets
$294,094
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CT
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

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...... Caring for Bethlehem provides an umbrella of support for those in need in Bethlehem, CT through a local food bank, fuel and emergency assistance, scholarships, and other charitable means.

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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%)

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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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
50

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
5
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
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
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