Civic Intelligence

Episcopal Ministries of the Diocese Of

EIN 23-2365694 • 501(c)3 • Bethlehem, PA

Profile

To serve the people of the lehigh valley who are homeless, poor or mentally ill.

333 West 4th StreetBethlehem, PA 18015

www.newbethanyministries.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.14x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-10%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-5.5%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,500,245

Down $523,895 (-10%) from 2023

Liabilities

Up

$611,726

Up $202,724 (+50%) from 2023

Net Assets

Down

$3,888,519

Down $726,619 (-16%) from 2023

Revenue

Down

$3,150,153

Down $181,579 (-5.4%) from 2023

Expenses

Down

$3,959,751

Down $16,672 (-0.4%) from 2023

Net Income

Down

-$809,598

Down $164,907 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,578,789Liabilities 2011: $930,435Net Assets 2011: $1,648,3542011Assets 2012: $2,724,467Liabilities 2012: $902,863Net Assets 2012: $1,821,6042012Assets 2013: $2,741,407Liabilities 2013: $775,019Net Assets 2013: $1,966,3882013Assets 2014: $2,591,476Liabilities 2014: $791,256Net Assets 2014: $1,800,2202014Assets 2015: $2,529,120Liabilities 2015: $726,638Net Assets 2015: $1,802,4822015Assets 2016: $2,763,518Liabilities 2016: $675,966Net Assets 2016: $2,087,5522016Assets 2017: $3,310,459Liabilities 2017: $642,689Net Assets 2017: $2,667,7702017Assets 2018: $3,904,373Liabilities 2018: $485,312Net Assets 2018: $3,419,0612018Assets 2019: $3,861,537Liabilities 2019: $123,582Net Assets 2019: $3,737,9552019Assets 2020: $4,892,661Liabilities 2020: $294,587Net Assets 2020: $4,598,0742020Assets 2021: $5,336,936Liabilities 2021: $253,354Net Assets 2021: $5,083,5822021Assets 2022: $5,321,677Liabilities 2022: $235,010Net Assets 2022: $5,086,6672022Assets 2023: $5,024,140Liabilities 2023: $409,002Net Assets 2023: $4,615,1382023Assets 2024: $4,500,245Liabilities 2024: $611,726Net Assets 2024: $3,888,5192024

Highlighted filing

2024

Assets$4,500,245
Liabilities$611,726
Net Assets$3,888,519

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,647,843Expenses 2011: $1,615,998Net Income 2011: $31,8452011Revenue 2012: $1,595,514Expenses 2012: $1,505,212Net Income 2012: $90,3022012Revenue 2013: $1,629,746Expenses 2013: $1,598,108Net Income 2013: $31,6382013Revenue 2014: $1,469,147Expenses 2014: $1,654,015Net Income 2014: -$184,8682014Revenue 2015: $1,943,399Expenses 2015: $1,889,543Net Income 2015: $53,8562015Revenue 2016: $2,071,423Expenses 2016: $1,835,762Net Income 2016: $235,6612016Revenue 2017: $2,453,285Expenses 2017: $1,961,177Net Income 2017: $492,1082017Revenue 2018: $2,686,798Expenses 2018: $1,842,359Net Income 2018: $844,4392018Revenue 2019: $1,982,148Expenses 2019: $1,757,451Net Income 2019: $224,6972019Revenue 2020: $3,123,670Expenses 2020: $2,310,083Net Income 2020: $813,5872020Revenue 2021: $3,023,369Expenses 2021: $2,737,070Net Income 2021: $286,2992021Revenue 2022: $3,026,626Expenses 2022: $2,993,367Net Income 2022: $33,2592022Revenue 2023: $3,331,732Expenses 2023: $3,976,423Net Income 2023: -$644,6912023Revenue 2024: $3,150,153Expenses 2024: $3,959,751Net Income 2024: -$809,5982024

Highlighted filing

2024

Revenue$3,150,153
Expenses$3,959,751
Net Income-$809,598

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.50$0.61$3.89$3.15$3.96$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.41$4.62$3.33$3.98$0.64
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.24$5.09$3.03$2.99$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.25$5.08$3.02$2.74$0.29
2020Detailed filing. Detailed filing data is available for this year.$4.89$0.29$4.60$3.12$2.31$0.81
2019Detailed filing. Detailed filing data is available for this year.$3.86$0.12$3.74$1.98$1.76$0.22
2018Summary only. Only limited summary data is available for this year.$3.90$0.49$3.42$2.69$1.84$0.84
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.64$2.67$2.45$1.96$0.49
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.68$2.09$2.07$1.84$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.73$1.80$1.94$1.89$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.79$1.80$1.47$1.65$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.74$0.78$1.97$1.63$1.60$0.03
2012Summary only. Only limited summary data is available for this year.$2.72$0.90$1.82$1.60$1.51$0.09
2011Summary only. Only limited summary data is available for this year.$2.58$0.93$1.65$1.65$1.62$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 15, 2025
Return Version
2024v5.2
Gross Receipts
$3,202,715
Mission and Program Overview

Mission

Creating opportunities for a secure future for the homeless, hungry, poor and mentally ill.

To offer hope and support to people who experience poverty, food insecurity, and homelessness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,726,208$1,804,069▲ $77,861
Investments Other Securities$2,016,983$1,431,427▼ $585,556
Savings and Temporary Cash Investments$367,995$453,598▲ $85,603
Pledges and Grants Receivable$5,000$296,649▲ $291,649
Accounts Receivable$282,767$214,373▼ $68,394
Cash and Non-Interest-Bearing Accounts$524,310$201,967▼ $322,343
Prepaid Expenses and Deferred Charges$1,002$26,859▲ $25,857
Investments in Publicly Traded Securities$8,371$0▼ $8,371
Total Assets$5,024,140$4,500,245▼ $523,895
Other Assets Total$91,504$71,303▼ $20,201
Liabilities
Escrow Account Liability$201,043$212,002▲ $10,959
Accounts Payable and Accrued Expenses$107,349$165,025▲ $57,676
Mortgage Notes Payable Secured by Investment Property-$100,000-
Other Liabilities$91,504$71,303▼ $20,201
Deferred Revenue$9,106$63,396▲ $54,290
Total Liabilities$409,002$611,726▲ $202,724
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,635,740$2,597,642▼ $1,038,098
Net Assets With Donor Restrictions$979,398$1,290,877▲ $311,479
Total Net Assets Fund Balance$4,615,138$3,888,519▼ $726,619
Total Liabilities and Net Assets / Fund Balance$5,024,140$4,500,245▼ $523,895

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,598,784$2,910,561$4,509,345
Equipment$141,110$419,828$560,938
Other Land Buildings$36,475-$36,475
Land$27,700-$27,700
Other Securities$1,606,922--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,089,662-▲ $185,795$668,535$1,606,922
2023$1,875,811-▲ $259,021$45,170$2,089,662
2022$1,730,333$500,000▼ $277,662$76,860$1,875,811
2021$757,758$800,000▲ $204,075$31,500$1,730,333
2020$730,522-▲ $59,426$32,190$757,758
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Marc RittleExec. DirectorFT$125,318$23,357$148,675

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,302,175
Program Service Revenue
$628,532
Investment Income
$2,023
Other Revenue
$217,423
All Other Contributions
$1,550,063
Change in Net Assets
$-809,598

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Food Inventory$215,582$1.54/ POUND
Clothing and Household Goods$22,649Thrift Value
Total Noncash Contributions$238,231-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,150,153
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$135,541
Total Revenue per Audited Statements
$3,285,694
Total Revenue per Form 990
$3,150,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,187,087
Other Expenses$1,772,664
Total Fundraising Expense$481,743
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,367,076$71,783$75,518$1,514,377
Pension Plan Contributions$344,450$18,625$19,135$382,210
Fees for Services Other$89,933$3,445$202,033$295,411
Depreciation Depletion$179,218$6,974-$186,192
Current Officers, Directors, Trustees, and Key Employees$80,284$28,248$40,143$148,675
Payroll Taxes$124,769$7,888$9,168$141,825
Other Expenses$95,314$6,500$18,822$120,636
Occupancy$104,420$5,097$97$109,614
All Other Expenses$46,424$5,394$37,961$89,779
Office Expenses$26,399$11,176$24,718$62,293
Insurance$57,053$1,398$1,948$60,399
Advertising-$2,500$46,105$48,605
Interest-$8,972$1,189$10,161
Travel$507$625$2,938$4,070
Total Functional Expenses$3,294,491$183,517$481,743$3,959,751

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,012,313
Expenses per Audited Statements$3,959,751
Total Expenses per Form 990$3,959,751
Expenses Not Reported on Form 990$52,562
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$267,410
Fundraising Direct Expenses$52,562
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luminaria$137,797$135,297$33,577$101,720
Souper Day$132,113$132,113$4,074$128,039
Total Events$269,910$267,410$52,562$214,848
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$71,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The draft 990 is presented to the new bethany board of directors who approves the draft for filing.

Form 990, Part VI, Section B, Line 12C

The board has an attorney on the board. He reviews documentation and make sure the organization is in compliance.

Form 990, Part VI, Section B, Line 15A

An annual review is performed by the board of directors. Personnel compensation is included in the budget submitted to the board of directors

Form 990, Part VI, Section C, Line 19

The governing document is the by-laws. The document is available upon request, and mailed to any funding agency. The conflict of interest policy is available in the office and provided upon request. The 990 and the annual audit is available upon request as well as on the organization's website www.newbethany.org.

Filing and Contact Details

Filer

Filer Name
New Bethany Inc
EIN
23-2365694
Phone
6106915602
Address
333 WEST 4TH STREET, BETHLEHEM, PA 18015

Signing Officer

Name
J Marc Rittle
Title
Executive Director
Phone
6106915602
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Marc Rittle
Formed
1986
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
43
Volunteers
687

Preparer

Firm
Campbell Rappold & Yurasits Llp
Address
1033 S CEDAR CREST BLVD, ALLENTOWN, PA 18103-5443
Preparer
Tara L Bender CPA
Phone
6104357489
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The organization operates a representative payee program whereby the organization provides financial case management. All of the clients' bills are paid by the agency using the clients funds.

PART V, LINE 4:

To support the mission of the organization by providing funding to the various programs

PART X, LINE 2:

The organization is exempt from federal income taxes under the provision of section 501(c)(3) of the internal revenue code and none of its present or anticipated future activities are subject to unrelated business income. Therefore, no provision for income taxes has been made in the accompanying financial statements. Uncertain tax positions are evaluated in accordance with fasb asc 740-10. Asb asc 740-10 clarifies the accounting for uncertainty in income taxes recognized in the organization's financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Fasb asc 740-10 also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, and disclosure. The organization had no material unrecognized tax benefits or accrued interest or penalties for 2023 or 2022. The organization files income tax returns in the united states and the state of pennsylvania.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENTS EXPENSES

PART XII, LINE 2D - OTHER ADJUSTMENTS:

SPECIAL EVENTS EXPENSES

Raw XML AppendixShowing 400 of 697 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO OFFER HOPE AND SUPPORT TO PEOPLE WHO EXPERIENCE POVERTY, FOOD INSECURITY, AND HOMELESSNESS.
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IRS990/Form990PartVIISectionAGrp/PersonNm12MARCIE LIGHTWOOD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXEC. DIRECTOR
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IRS990/MissionDesc0NEW BETHANY, INC. OFFERS HOPE AND SUPPORT TO PEOPLE WHO EXPERIENCE POVERTY, FOOD INSECURITY, AND HOMELESSNESS. WE BELIEVE THAT ALL PEOPLE, REGARDLESS OF CIRCUMSTANCES, SHOULD BE TREATED WITH DIGNITY AND CARE WITHOUT JUDGMENT. NO ONE WHO SEEKS HELP IS TURNED AWAY. NEW BETHANY MEETS PEOPLE WHERE THEY ARE BY OFFERING WRAPAROUND SERVICES DESIGNED TO REMOVE BARRIERS AND ASSIST INDIVIDUALS AND FAMILIES IN REACHING SECURITY AND SELF-SUFFICIENCY.
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IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS OF NONFIN
IRS990/OtherExpensesGrp/Desc2BUILDING MAINTENANCE &
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IRS990/PrincipalOfficerNm0J MARC RITTLE
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IRS990/ProgSrvcAccomActy2Grp/Desc0SOUTHSIDE DROP-IN CENTERTHE SOUTHSIDE DROP-IN CENTER HELPS PEOPLE STABILIZE THEIR LIVES. IT STARTS WITH A MEAL AND OTHER STREET-LEVEL HUMAN SERVICES, INCLUDING SHOWERS, LAUNDRY SERVICES, MAILING ADDRESS, AND MONTHLY ACCESS TO OUR FOOD PANTRY, AND CONTINUES WITH HOUSING ASSISTANCE, JOB SEARCH SUPPORT AND TOOLS, AND CASE MANAGEMENT. IN 2024, THE SOUTHSIDE DROP-IN CENTER PROVIDED 2,716 SHOWERS, OFFERED CASE MANAGEMENT TO 200 PEOPLE, AND SERVED NEARLY 40,000 HOT, NUTRITIOUS MEALS TO OVER 1,000 OF OUR NEIGHBORS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0777794
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06000
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTIVE HOUSINGNEW BETHANY'S SUPPORTIVE HOUSING FOR FAMILIES WITH CHILDREN AND FOR SINGLE ADULTS MITIGATES THE NEGATIVE IMPACT OF HOMELESSNESS BY PROVIDING A SAFE, SECURE, AND SUPPORTIVE HOME WHILE THEY WORK TO RESOLVE THE CHALLENGES THAT LED TO THEIR BEING UNHOUSED. IN 2024, WE PROVIDED SUPPORTIVE HOUSING AND CASE MANAGEMENT TO 43 FAMILIES AND 47 INDIVIDUALS WHO WERE PREVIOUSLY EXPERIENCING HOMELESSNESS. SO FAR,13 FAMILIES AND SEVEN INDIVIDUALS HAVE MOVED TO PERMANENT HOUSING AFTER WORKING WITH THEIR RESIDENT ADVISOR TO ADDRESS THE CHALLENGES THAT LED TO THEIR HOMELESSNESS.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0223594
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CHOICE FOOD PANTRYCHOICE FOOD PANTRY PROVIDES A THREE-DAY SUPPLY OF NUTRITIOUS FOOD (INCLUDING FRESH PRODUCE, PERISHABLE PROTEINS, AND FRESH DAIRY) TO NEIGHBORS EXPERIENCING FOOD INSECURITY. CLIENTS SELECT THEIR GROCERIES IN ACCORDANCE WITH THEIR PREFERENCES AND HEALTH, CULTURAL, AND/OR RELIGIOUS NEEDS. NEW BETHANY ALSO PROVIDES NUTRITIONAL INFORMATION AND REFERRALS TO OUR SERVICES AND THOSE OF OUR COMMUNITY PARTNERS. IN 2024, CHOICE FOOD PANTRY DISTRIBUTED NUTRITIOUS GROCERIES TO CREATE NEARLY 230,000 MEALS FOR 2,565 NEIGHBORS. THE PANTRY RECEIVED AND DISTRIBUTED OVER 100,000 POUNDS OF DONATED FOOD FROM GROCERY STORES, LOCAL FOOD DRIVES, INDIVIDUAL DONATIONS, AND AREA FARMS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1REPRESENTATIVE PAYEE PROGRAMNEW BETHANY'S REPRESENTATIVE PAYEE PROGRAM PREVENTS THE TRAUMA OF HOMELESSNESS AND SUSTAINS SELF-SUFFICIENCY FOR LOW-INCOME PEOPLE WHO LACK THE COGNITIVE AND OTHER RESOURCES (WHETHER TEMPORARILY OR PERMANENTLY) NECESSARY TO SUCCESSFULLY MANAGE THEIR FINANCES ON THEIR OWN. IN 2024, NEW BETHANY FOSTERED AND SUSTAINED SELF-SUFFICIENCY FOR 90 LOW-INCOME PEOPLE.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2TRINITY KITCHENTRINITY KITCHEN IS LOCATED IN NORTH BETHLEHEM AND SERVES PEOPLE EXPERIENCING FOOD INSECURITY AND POVERTY WITH A DAILY HOT, NUTRITIOUS MEAL. CLIENTS ARE CONNECTED TO ALL SERVICES AVAILABLE AT THE SOUTHSIDE DROP-IN CENTER. THE PROGRAM WAS OPERATED FOR JANUARY AND FEBRUARY 2025. SERVICES HAVE BEEN TEMPORARILY HALTED.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3PERMANENT HOUSINGNEW BETHANY'S PERMANENT HOUSING PROGRAMS PROVIDES SAFE AND AFFORDABLE HOUSING TO LOW-INCOME HOUSEHOLDS AT WYANDOTTE APARTMENTS, AND TWO SINGLE FAMILY RESIDENCES IN BETHLEHEM. IN 2024, 20 HOUSEHOLDS REMAINED STABLY HOUSED THROUGH THESE PROGRAMS.
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