BETHANY HOME SOCIETY OF SAN JOAQUIN (EIN 941546850) - 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

1963

Legal Domicile

Principal Officer

TOM VERMEULEN

Phone

2092535125

Tax Period

2024-11-01 to 2025-10-31

BETHANY HOME SOCIETY OF SAN JOAQUIN, founded in 1963, is a mid-sized nonprofit in the Human Services sector that reported $18.7M in total revenue in fiscal year 2024. Expenses of $17.5M left a modest 6% surplus.

Mission

BETHANY HOMME SOCIETY OPERATES A SKILLED NURSING FACILITY, ASSISTED LIVING FACILITY, MEMORY CARE FACILITY, RESIDENTIAL CARE FACILITY FOR THE ELDERLY, ADULT DAY SEVICES PROGRAM, IN-HOME CARE SEVICES AND INDEPENDENT LIVING APARTMENTS. FEE STRUCTION IS BASED ON RECOVERING COSTS, DEBT RETIREMENT AND EXPANSION OF SERVICES WITH NO PROFIT BUILT IN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $18,256,810

Investment Income $402,976

Other Revenue $14,727

TOTAL REVENUE $18,674,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,456,875

Fundraising Expenses $0

Program Expenses $16,371,718

Other Expenses $7,006,164

TOTAL EXPENSES $17,463,039

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,674,513	$17,840,574	+0.0%
Expenses	$17,463,039	$17,826,372	0.0%
Net Income	$1,211,474	$14,202	+84.3%

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

290

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

$260,734

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN MARTINS	SKILLED NURS	40.00	Highest	$128,904	$26,651	$155,555
CINDY SCHEUBLEIN	EXECUTIVE DI	40.00	Officer	$151,685	$0	$151,685
LORRAINE VANDUYN	DIR OF INDEP	40.00	Highest	$101,137	$18,765	$119,902
VIJAY SHARMA	ACCOUNTING D	40.00	Officer	$109,049	$0	$109,049
RAEANN ALGER	DIRECTOR	1.00	Director	$0	$0	$0
RON VAN ESSEN	DIRECTOR	1.00	Director	$0	$0	$0
BETTY FIEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF VAN GRONINGEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEFF MILLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL MULDER	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE OSBORN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY VANDER PLAATS	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SLAGER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN VAN TILL	DIRECTOR	1.00	Director	$0	$0	$0
JEFF VEILLEUX	DIRECTOR	1.00	Director	$0	$0	$0
TOM VERMEULEN	TREASURER	1.00	Officer 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	$18,674,513	$17,463,039	$83,345,374	$1,211,474
2024	$17,840,574	$17,826,372	$81,322,960	$14,202
2023	$14,538,444	$14,285,499	$78,906,525	$252,945
2022	$13,682,329	$12,940,493	$30,144,807	$741,836
2021	$13,563,923	$12,610,874	$30,499,138	$953,049
2020	$15,792,045	$12,907,462	$30,090,197	$2,884,583
2019	$14,477,641	$12,755,775	$27,730,771	$1,721,866
2018	$14,139,524	$12,690,229	$27,129,177	$1,449,295

BETHANY HOME SOCIETY OF SAN JOAQUIN