BETHESDA HEALTH GROUP INC Charity Report

Public IRS 990 nonprofit record

BETHESDA HEALTH GROUP INC

EIN 43-0666738 · Human Services (P750)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

The spending raises an important question

Of every $100 spent, about $24.90 was reported for mission work and $0.00 for fundraising. Understand this before you give.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.87%of revenue went to mission work24.9% of expenses · Program services

$276.05spent for every $100 of revenueSpending was higher than revenue this year.

207.18%of revenue went to management and office costs75.1% of expenses

$1.02in assets for every $1 spent this yearSome assets cannot be spent right away.

19.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $16,273,762 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $645,783 for JOSEPH J BRINKER (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$9,243,858

Mission workProgram services$6,365,79368.87% of revenue24.9% of expenses

ManagementOffice and general costs$19,151,827207.18% of revenue75.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$25,517,620276.05% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Pause before giving. This filing reports that 0.0% of spending went to fundraising and 24.9% went to mission work. Ask the charity to explain these numbers and show recent results.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 24.9% mission · 75.1% management · 0.0% fundraisingTotal expenses: 276.05% of revenue

2023Expense mix: 26.0% mission · 74.0% management · 0.0% fundraisingTotal expenses: 307.54% of revenue

2022Expense mix: 26.3% mission · 73.7% management · 0.0% fundraisingTotal expenses: 309.95% of revenue

2021Expense mix: 28.5% mission · 71.5% management · 0.0% fundraisingTotal expenses: 359.55% of revenue

2020Expense mix: 37.2% mission · 62.8% management · 0.0% fundraisingTotal expenses: 398.92% of revenue

2019Expense mix: 35.4% mission · 64.6% management · 0.0% fundraisingTotal expenses: 374.88% of revenue

2018Expense mix: 31.2% mission · 68.8% management · 0.0% fundraisingTotal expenses: 472.29% of revenue

2017Expense mix: 57.4% mission · 42.6% management · 0.0% fundraisingTotal expenses: 595.08% of revenue

Money in and money out

Revenue$9,243,858

Expenses$25,517,620

Annual shortfall $16,273,762 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,365,793 · 24.9% of expenses

Management and office costs$19,151,827 · 75.1% of expenses

See all reported dollar amounts

Revenue$9,243,858

Expenses$25,517,620

Assets$26,054,722

Income$10,148,256

Contributions$1,770,313

Mission work (program services)$6,365,793

Grants given$457,319

Average grant$32,666

Management and general$19,151,827

Executive compensation (total)$1,395,537

Stocks and bonds$2,478,879

Accounting fees$246,840

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JOSEPH J BRINKERPRESIDENT & CEO · 8 hrs/week $645,783Base $614,677 · Other $31,106

ROGER BYRNEEVP & CFO · 8 hrs/week $495,249Base $465,712 · Other $29,537

KIEL PEREGRINCOO · 8 hrs/week $482,102Base $458,497 · Other $23,605

CAPRINA WAKEFIELD SCHETTERSVP HUMAN RESOURCES · 8 hrs/week $325,047Base $311,269 · Other $13,778

LAURA FRAMECVP GEN COUNSEL COMP OFFICER · 8 hrs/week $283,958Base $262,001 · Other $21,957

MICHELLE GLASSSVP SL & IN-HOME CARE · 8 hrs/week $260,045Base $245,911 · Other $14,134

DIANA HARDINRN MED A · 8 hrs/week $228,660Base $222,276 · Other $6,384

EILEEN E CAFFEYSENIOR DIR RECR EMP RELATIONS · 8 hrs/week $220,995Base $215,012 · Other $5,983

JANICE J CARTERRN · 8 hrs/week $211,909Base $209,207 · Other $2,702

MICHELE L KIMBALLCORP DIRECTOR CLINICAL SERVICES · 8 hrs/week $209,701Base $199,517 · Other $10,184

JEFFREY WALDMANCORP VP & DIR MARKETING · 8 hrs/week $203,306Base $191,147 · Other $12,159

BILLY G HOGAN JREXECUTIVE DIRECTOR · 8 hrs/week $196,098Base $193,170 · Other $2,928

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

JOSEPH J BRINKERPRESIDENT & CEO

ROGER BYRNEEVP & CFO

KIEL PEREGRINCOO

CAPRINA WAKEFIELD SCHETTERSVP HUMAN RESOURCES

LAURA FRAMECVP GEN COUNSEL COMP OFFICER

MICHELLE GLASSSVP SL & IN-HOME CARE

DIANA HARDINRN MED A

EILEEN E CAFFEYSENIOR DIR RECR EMP RELATIONS

JANICE J CARTERRN

MICHELE L KIMBALLCORP DIRECTOR CLINICAL SERVICES

JEFFREY WALDMANCORP VP & DIR MARKETING

BILLY G HOGAN JREXECUTIVE DIRECTOR

LINDA SANDERSCORP VP DIR OF DEVELOPMENT

JOHN W ROWEMEMBER

JAMES H ESTHER MDMEMBER

KEVIN J KLINGLERTREASURER

JACKIE YOONCHAIR

J MICHAEL KELLERMEMBER

J DALE MEIERVICE CHAIR

GARY MAYESMEMBER

FRED G FALKERMEMBER

PATRICK J ROONEYMEMBER

PHILIP A HUTCHISONSECRETARY

COLLEEN M WASINGERMEMBER

SAMANTHA TEIBELMEMBER

SUSAN G MOOREMEMBER (TERM ENDED APRIL 25)

VERONICA MCDONNELLMEMBER

About this charity

Recognized since: January 1934
Location: 12101 WOODCREST EXECUTIVE DR SUITE, ST LOUIS, MO 63141-5016
County: St. Louis
In care of: % TAMMY GLEIFORST
Primary officer: ROGER BYRNE, EVP & CFO

How to reach them

WebsiteVisit the charity’s website EmailLLSanders@bethesdahealth.org Phone(314) 800-1900

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Human Services (P750)
IRS tax category: Continuing Care Retirement Communities
Grant-giving organization: Yes