BETHEL FOUNDATION (EIN 861095024) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

LYNDA K POWELL

Phone

4052863700

Tax Period

2023-08-01 to 2024-07-31

BETHEL FOUNDATION, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $256K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $440K exceeded revenue, resulting in a 72% operating deficit.

Mission

OUR MISSION IS TO UPLIFT AND EMPOWER INDIVIDUALS IN NEED BY PROVIDING FREE FOOD, CLOTHING, ESSENTIAL ITEMS, HOUSING, EDUCATION ASSISTANCE, KID CAMPS, AND VARIOUS OTHER COMMUNITY PROGRAMS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $244,556

Program Service Revenue $0

Investment Income $11,493

Other Revenue $0

TOTAL REVENUE $256,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,986

Fundraising Expenses $0

Program Expenses $411,728

Other Expenses $406,428

TOTAL EXPENSES $440,414

Year-over-Year Comparison

	2023	2022	Change
Revenue	$256,049	$301,065	-0.1%
Expenses	$440,414	$450,290	0.0%
Net Income	$-184,365	$-149,225	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

416

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

$33,986

Total Directors

$33,986

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNDA K POWELL	EXECUTIVE DI	60.00	Officer Director	$33,986	$0	$33,986
MIKE HAYS	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID HUDIBURG	BOARD MEMBER	5.00	Director	$0	$0	$0
MONICA LOPEZ	INTERNATIONL	15.00	Director	$0	$0	$0
KENDALL PARRISH	BOARD MEMBER	5.00	Director	$0	$0	$0
CASSIE RICHERSON	VICE CHAIRPE	12.00	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	$256,049	$440,414	$742,682	$-184,365
2023	$301,065	$450,290	$837,278	$-149,225
2022	$345,806	$345,092	$801,877	$714
2021	$286,644	$304,205	$820,436	$-17,561
2020	$424,533	$480,663	$847,188	$-56,130
2019	$738,070	$843,206	$699,163	$-105,136
2018	$635,132	$699,810	$695,208	$-64,678

BETHEL FOUNDATION