Bethesda Foundation
To serve seniors by enriching their physical, emotional, and spiritual health in a nurturing lifestyle at our communities. Our vision: to expand outreach and service to as many communities as God wills through expansion, acquisition, management contracts and programming.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$109.2M
-0.4% YoY
Annual Giving
—
Grant Count
0
Avg Grant Size
—
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $109,156,037 | $109,553,780 | $103,543,302 |
| Revenue | $57,224,903 | $49,048,778 | $48,564,730 |
| Expenses | $57,408,484 | $55,679,768 | $50,643,975 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,950,396 | $306,350 | $726,090 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bethesda Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Dana Rasic | President, Chair & Director | 25 | — |
| Daniel Vagle | Vice Chair & Director | 2 | — |
| Jenny Kennedy | Secretary & Director | 1.5 | — |
| Nathan Merrill | CFO, Treasurer & Director | 25 | — |
| Rick Summers | Vice President & Director | 25 | $241,509 |
| Christi Miller | VP of Human Resources & Director | 20 | — |
| Dale Turner | Director | 2 | — |
| Don Morgan | Director | 2 | $61,000 |
| Kristen Jacoby | Regional Dir of Ops & Director | 25 | $133,698 |
| Larry Smith | Director | 3 | $30,500 |
| Austin Harbach | Assistant Secretary | 25 | — |
| Kimberly Erickson | Chief Operating Officer | 30 | — |
| Tom Workman | Assistant Secretary | 1 | — |
| Joshua Thomas | VP of Strategy & Development | 15 | $165,736 |
| Andrew McCormick | Regional Director of Operations | 25 | $135,254 |
| Brittney Moore | VP of Health Services | 24 | $152,172 |
| Earl Saxon Jr | Regional Director of Operations | 25 | $150,034 |
| Kris Gillen | VP of Sales & Marketing | 30 | $157,731 |
| William Schwingen | Regional Director of Operations | 15 | $130,743 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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