BETHEL EDUCATION ASSOCIATION (EIN 916171823) - 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

1973

Legal Domicile

Principal Officer

JANET CALDWELL

Phone

2538451872

Tax Period

2023-09-01 to 2024-08-31

BETHEL EDUCATION ASSOCIATION, founded in 1973, is a small nonprofit that reported $350K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $320K left a modest 9% surplus.

Mission

TO PROMOTE THE CAUSE OF EDUCATION ON BEHALF OF ITS MEMBERS.

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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 $0

Program Service Revenue $337,824

Investment Income $12,371

Other Revenue $0

TOTAL REVENUE $350,195

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $209,600

Fundraising Expenses $0

Other Expenses $107,533

TOTAL EXPENSES $319,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$350,195	$317,224	+0.1%
Expenses	$319,633	$324,219	0.0%
Net Income	$30,562	$-6,995	-5.4%

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

N/A

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

$184,084

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET CALDWELL	PRESIDENT	40.00	Officer	$177,084	$0	$177,084
TRACI OVERSTREET	VICE PRESIDE	2.00	Officer	$6,000	$0	$6,000
JENNIFER BONNER	SECRETARY	2.00	Officer	$1,000	$0	$1,000
SHIRLEY ANDERSON	TREASURER	2.00	Officer	$0	$0	$0
KENNETH GARDNER	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT DARBY	BOARD MEMBER	2.00	Director	$0	$0	$0
STACIE HASE	BOARD MEMBER	2.00	Director	$0	$0	$0
KELLIE EL SHERIF	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTINA EDENFIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY FISCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
STEFON REID	BOARD MEMBER	2.00	Director	$0	$0	$0
REIMBURSEMENT OF SALARY AND BENEFIT	TO SCHOOL DI	N/A	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	$350,195	$319,633	$681,529	$30,562
2023	$317,224	$324,219	$647,076	$-6,995
2022	$330,306	$256,581	$652,201	$73,725
2021	$326,888	$227,336	$565,360	$99,552
2020	$316,460	$231,274	$478,829	$85,186
2019	$270,845	$248,271	$380,087	$22,574
2018	$260,114	$224,458	$356,630	$35,656

BETHEL EDUCATION ASSOCIATION