BETHANY HOME FOUNDATION INC (EIN 911784267) - 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

RICHARD PHILLIPS

Phone

3088321594

Tax Period

2023-07-01 to 2024-06-30

BETHANY HOME FOUNDATION INC, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $109K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $202K exceeded revenue, resulting in a 85% operating deficit.

Mission

THE PURPOSE OF BETHANY HOME FOUNDATION, INC. IS TO HELP SUPPORT THE ORDINARY BUSINESS OPERATIONS OF BETHANY HOME, INC.

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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 $99,770

Program Service Revenue $0

Investment Income $9,521

Other Revenue $0

TOTAL REVENUE $109,291

Expense Breakdown

Grants Paid $193,665

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,665

Other Expenses $8,713

TOTAL EXPENSES $202,378

Year-over-Year Comparison

	2023	2022	Change
Revenue	$109,291	$75,650	+0.4%
Expenses	$202,378	$74,875	+1.7%
Net Income	$-93,087	$775	-121.1%

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

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
DIANA BUNGER	MEMBER	1.00	Director	$0	$0	$0
RITA CROOKS	MEMBER	1.00	Director	$0	$0	$0
DEB GRANGER	MEMBER	1.00	Director	$0	$0	$0
MICHALA PETERSEN	MEMBER	1.00	Director	$0	$0	$0
RICHARD PHILLIPS	PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB TANK	ADMINISTRATO	1.00	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
2025	No data	No data	No data	No data
2024	$109,291	$202,378	$266,251	$-93,087
2023	$75,650	$74,875	$359,338	$775
2022	$44,876	$55	$358,563	$44,821
2021	$48,300	$35	$313,692	$48,265
2020	$40,426	$834	$265,124	$39,592
2019	$67,298	$1,426	$225,761	$65,872

BETHANY HOME FOUNDATION INC