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Missouri · Nonprofit

BETHESDA HEALTH GROUP FOUNDATION INC

BETHESDA HEALTH GROUP FOUNDATION INC (Missouri) receives grants from 10 organizations whose IRS filings report $354,602 to it, the largest being ST LOUIS COMMUNITY FOUNDATION ($141,492). 8 of them have funded it in more than one year, and 66% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$3.3M
Funders on record
10
Grants received
$355k
Net assets
$87M
8/10 repeat funderspeak grant-dependency 5%
01What it does

What Bethesda Health Group Foundation Inc does

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.

As stated on its FY2025 Form 990.

Program

  1. 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…

    $167,226 spentof which $44,130 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $167,226.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($2.3M) Expenses 100 ($295k) Net assets 100 ($81M)2018 Revenue 197 ($4.6M) Expenses 105 ($309k) Net assets 99 ($81M)2019 Revenue 32 ($732k) Expenses 156 ($460k) Net assets 96 ($78M)2020 Revenue 73 ($1.7M) Expenses 175 ($515k) Net assets 92 ($75M)2021 Revenue 131 ($3.0M) Expenses 232 ($684k) Net assets 109 ($89M)2022 Revenue 263 ($6.1M) Expenses 254 ($751k) Net assets 93 ($76M)2023 Revenue 46 ($1.1M) Expenses 273 ($805k) Net assets 87 ($71M)2024 Revenue 84 ($1.9M) Expenses 289 ($855k) Net assets 91 ($74M)2025 Revenue 141 ($3.3M) Expenses 267 ($789k) Net assets 106 ($87M)
'17'18'19'20'21'22'23'24'25
Revenue (141)Expenses (267)Net assets (106)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $75M to $89M (+19%).

$81M
$81M
$78M
$75M
$89M
$76M
$71M
$74M
$87M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

36% of BETHESDA HEALTH GROUP FOUNDATION INC’s revenue is contributions — about as donation-reliant as the typical peer (51% for the typical peer).

This organization
Typical peer · 8,611 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.

$2.0M
’17
$4.3M
’18
$272k
’19
$1.2M
’20
$2.4M
’21
$5.3M
’22
$267k
’23
$1.1M
’24
$2.5M
’25
6.2
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Jackie Yoon

Chair

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed272627242527262827
Joined·+3+5+5+4+4+1+3+3
No longer listed·44832214
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 5 funders, grant income rose $19k → $33k.

3 of 10 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 66% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of BETHESDA HEALTH GROUP FOUNDATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

BETHESDA HEALTH GROUP FOUNDATION INC leans on a few funders — its largest provides 40% of grant income and the top three 74%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

66% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund BETHESDA HEALTH GROUP FOUNDATION INC.

40%
largest funder
74%
top three
~4
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 44% · 2020 60% · 2021 57% · 2022 37% · 2023 50% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

60% of BETHESDA HEALTH GROUP FOUNDATION INC's funders are still giving 3 years after their first grant; 80% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

66% of BETHESDA HEALTH GROUP FOUNDATION INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $122k that is directly attributable, 97% of it comes from Missouri funders.

MN
MO
NC

In-state vs out-of-state, by year

’19
’20
’21
’22
’23
Missouri out of state home

Funder states come from each funder’s own filing. $233k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

BETHESDA HEALTH GROUP FOUNDATION INC runs a healthier operating margin than three-quarters of the 4,665 health nonprofits its size.

Operating margin76% · top quartile
Months of reserve6.2mo · above the median
Revenue growth (annualized)4% · below the median

this organization peer median middle 50% of peers· 4,665 health nonprofits $1M–$10M, FY2025

Organizations like BETHESDA HEALTH GROUP FOUNDATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Missouri

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

21% of spending goes to programs.

Program 21%Management 0%Fundraising 79%

Governance

14
board members
93%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Footprint & structure

Part of a family of 8 related entities

  • Bethesda Senior Living Inc · exempt
  • Bethesda Long Term Care Inc · exempt
  • Bethesda Health Group Inc · exempt
  • Bethesda Services Inc · exempt
  • Mary Poore Fobes Trust · exempt

Screen this organization

A dated, signed PDF of the compliance screen for BETHESDA HEALTH GROUP FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds BETHESDA HEALTH GROUP FOUNDATION INC?
BETHESDA HEALTH GROUP FOUNDATION INC (Missouri) receives grants from 10 organizations whose IRS filings report $354,602 to it, the largest being ST LOUIS COMMUNITY FOUNDATION ($141,492). 8 of them have funded it in more than one year, and 66% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does BETHESDA HEALTH GROUP FOUNDATION INC have?
IRS filings report 10 organizations giving $354,602 in grants to BETHESDA HEALTH GROUP FOUNDATION INC, 8 of which have funded it in more than one year.
Who is the largest funder of BETHESDA HEALTH GROUP FOUNDATION INC?
ST LOUIS COMMUNITY FOUNDATION is the largest funder on record, with $141,492 in grants. The full list of funders is on this page.
How can an organization like BETHESDA HEALTH GROUP FOUNDATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Missouri. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 10 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing