Bethesda Health Group Foundation Inc

Nonprofit profile at a glance

EIN
431278967
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
St Louis, MO, USA
Phone
3148001900
Rating
44
Verdict
MIXED
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$3,252,029
Expenses
$788,710
Assets
$86,668,640
Liabilities
$81,200

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • JOSEPH J BRINKER (PRESIDENT & CEO)
  • BILLY G HOGAN JR (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JOSEPH J BRINKER (PRESIDENT & CEO): $645,783 total reported compensation
  • ROGER BYRNE (EVP & CFO): $495,249 total reported compensation
  • KIEL PEREGRIN (COO): $482,102 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To be the premier provider of care and services for seniors in the markets we serve while maintaining financial strength and providing fulfilling career opportunities.

What it reported doing in 2024

Values: bethesda health group, inc., and its subsidiaries adhere to the following values in providing care and services to st. Louis seniors. Dignity: to treat seniors and their family members with dignity and respect. Diversity: to recognize the unique qualities of our constituents and appreciate their cultural differences. Generosity: to meet the needs of seniors without regard to their socioeconomic status. Integrity: to furnish care and services with integrity, honest and high ethical standards. Quality: to provide superior care and services in a place seniors call home.see schedule o for continuation.bethesda hosts public educational events on important issues, such as alzheimer's prevention and care, provides free health screenings, and seasonal flu vaccines, in addition to many other services as part of its mission to provide essential care for st. Louis seniors and their families.bethesda also has partnered with meals on wheels of greater st. Louis for more than 25 years to provide nutritious meals to the elderly, handicapped, and homebound in the area. Employees and volunteers at bethesda dilworth prepare more than 1,200 meals each month for seniors living in webster groves, rock hill, shrewsbury, brentwood and crestwood. Bethesda southgate also participates by delivering more than 800 meals monthly to seniors living in south st. Louis county. Every year residents and volunteers at bethesda gardens host a baby shower to help raise funds and collect baby clothes and supplies for families in need. The donations are given to nurses for newborns, a nonprofit organization that provides a safety net for at risk families to prevent infant mortality, child abuse and neglect.bethesda also offers a program that has been developed to educate the public on how to be a supportive friend and companion to someone who is either grieving the loss of a loved one or affected by the life-limiting illness themselves. Additionally, the program delves into how to support those who are struggling with other instances of loss from divorce to recent unemployment. The program is offered to community organizations and churches throughout st. Louis.since our founding more than a century ago, bethesda has helped seniors live the lives they love. In keeping with our charitable commitment, each year bethesda provides millions of dollars in humanitarian care to those seniors who have outlived their assets and are unable to pay for the full cost of the care and support they receive from us. In 2010, the bethesda board of directors established the john w. Rowe humanitarian care fund, which provides charitable assistance to hundreds of seniors annually.every year, bethesda has charitable partnerships and makes significant donations to many local organizations including but not limited to the united way of greater st. Louis, national kidney foundation, humane society of Missouri, and the st. Louis area boy and girl scouts of america.bethesda health group, inc. EIN 43-0666738functions as the parent of the organization. Bethesda health group's subsidiaries, which are listed below, charge below market rates for services provided, and no one has ever been asked to leave a bethesda health group facility due to the inability to pay. In addition, the consolidated bethesda health group organization provided approximately $4,528,818 in charity care during the year ended june 30, 2025.bethesda long term care, inc. EIN 43-1277070owns and operates two skilled nursing facilities and two assisted living facilities. Provided 121,232 days of nursing care in the year ended june 30, 2025, including 37,476 days to medicaid recipients. Provided $3,943,854 in charity care in the year ended june 30, 2025.bethesda senior living, inc. EIN 43-1494889owns and operates five independent living centers, housing an average of 531 residents per day in the year ended june 30, 2025, and provided financial assistance in the amount of $527,858 in the year ended june 30, 2025.bethesda heal

Operating model

Revenue model
Investment-supported. 80% of the money available for current operations came from recurring investment income.
Distribution model
Hybrid. The nonprofit split its reported program spending across 74% for direct work, and 26% for grants.

The verdict

MIXED - Most voting board members are independent and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 9
  • Transparency & Controls: 56
  • Accountability: 87
  • Sustainability: 87
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 3.4%; rating input score 3
  • Program expense ratio: 21.2%; rating input score 21
  • Fundraising efficiency: $1.9 raised per $1 spent on fundraising; rating input score 5; 5th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 5th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 97%; rating input score 97; 32nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 92.9%; rating input score 93; 23rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 75.7%; rating input score 97; 97th percentile among comparable filings
  • Total-asset coverage ratio: 109.89; rating input score 99; 99th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 93; 93rd percentile among comparable filings
  • Officer compensation ratio: 22.9%; rating input score 10; 10th percentile among comparable filings

Growth

  • Program expense growth: 27.8% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: -3.3% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: -13.7% per year; rating input score 0; 1st percentile among comparable filings

Details

  • Where the money goes: 3.4% of revenue deployed · 21.2% of spending went to programs
  • Governance: 13 of 14 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $167K in reported program spending
  • Leadership: top reported pay $646K · 27 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $148K reported
  • Consistency: 22 of 23 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, foreign activity, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 10 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 3/100.
  • High — Financial Efficiency: Program expense ratio scored 21/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 5/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 10/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.