Nonprofit · EIN 31-1108895
BETHESDA INC
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,340,700 | $2,642,815 | $13,697,885 | $228,732,169 | $93,561 | $228,638,608 |
| June 30, 2024 | 990 | $21,118,374 | $17,707,518 | $3,410,856 | $215,270,097 | $105,256 | $215,164,841 |
| June 30, 2023 | 990 | $1,334,320 | $15,766,767 | -$14,432,447 | $207,595,897 | $237,553 | $207,358,344 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $472,802
- Investment income
- $15,723,510
- Net rental income
- $144,388
- Net gain from sales of assets
- $12,768,192
- Other revenue
- $144,388
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,755
- Travel
- $29,662
- Depreciation
- $18,524
- Program services (functional)
- $2,642,815
Balance sheet and other
- Total assets, start of year
- $215,270,097
- Total assets, end of year
- $228,732,169
- Total liabilities, end of year
- $93,561
- Net assets, end of year
- $228,638,608
- Land, buildings and equipment
- $3,498,373
- Publicly traded securities
- $172,622,105
- Net assets without donor restrictions
- $228,638,608
- Gross unrelated business income
- $2,406,527
- Gross receipts
- $44,689,678
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1982
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE GRACEY | ASST. SECRETARY Officer | 1 | $0 | $759,998 | $89,778 |
| THOMAS SHOCKLEY MD | TRUSTEE Trustee or director | 1 | $0 | $674,999 | $66,671 |
| MICHAEL CROFTON | ASST. TREASURER Officer | 1 | $0 | $524,900 | $82,006 |
| CHARLES CROWTHER | VP & CHIEF INVEST OFFICER Officer | 60 | $0 | $495,658 | $90,084 |
| JILL MILLER | PRESIDENT & CEO Trustee or director, Officer | 30 | $0 | $373,311 | $108,893 |
| JENNIFER ZIMMERMAN | VP EVALUATION & IMPACT Highest-paid employee | 30 | $0 | $211,424 | $55,024 |
| ISELA ROBERTSHAW MD | PHYSICIAN Highest-paid employee | 60 | $0 | $116,404 | $15,920 |
| ZOHAR PERLA | DIR-EVALUATION & LEARNING Highest-paid employee | 30 | $0 | $100,574 | $22,665 |
| JENA BRADLEY | DIR-COMMUNITY PARTNERSHIPS Highest-paid employee | 30 | $0 | $101,728 | $15,456 |
| RANCE DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN MOLINA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JONATHAN NIEMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD REARDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA BOOTH | VICE CHAIR (START 7/24) Trustee or director, Officer | 1 | $0 |
| BOB COLLINS MD | TRUSTEE (START 7/24) Trustee or director | 1 | $0 |
| QUINT STUDER | TRUSTEE Trustee or director | 1 | $0 |
| DENISE KUPRIONIS | CHAIR (START 7/24) Trustee or director, Officer | 1 | $0 |
| KRISTINE GARRETT | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTINE KUHNS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC KEARNEY | TRUSTEE Trustee or director | 1 | $0 |
| KATHY GRIGG | TRUSTEE Trustee or director | 1 | $0 |
| CAROLYN MICHELI | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE GRACEY | ASST. SECRETARY Officer | 1 | $0 | $744,735 | $85,799 |
| THOMAS SHOCKLEY MD | TRUSTEE (START 7/23) Trustee or director | 1 | $0 | $589,818 | $74,322 |
| PRADEEP WARIKOO MD | PHYSICIAN Highest-paid employee | 60 | $0 | $500,539 | $67,469 |
| CHARLES CROWTHER | VP & CHIEF INVEST OFFICER Officer | 60 | $0 | $474,752 | $88,255 |
| MICHAEL CROFTON | ASST. TREASURER Officer | 1 | $0 | $464,763 | $76,772 |
| ISELA ROBERTSHAW MD | PHYSICIAN Highest-paid employee | 60 | $0 | $403,294 | $76,845 |
| JILL MILLER | PRESIDENT & CEO Trustee or director, Officer | 60 | $0 | $357,358 | $103,500 |
| KASEY REYNOLDS MD | PHYSICIAN Highest-paid employee | 60 | $0 | $327,249 | $33,925 |
| JENNIFER ZIMMERMAN | VP STATEGY & CHIEF IMPACT OFFICER Highest-paid employee | 60 | $0 | $179,466 | $50,397 |
| KIANA TRABUE | VP-STRATEGIC PARTNERSHIPS Highest-paid employee | 60 | $0 | $172,602 | $34,885 |
| PHILLIP COX | TRUSTEE (END 10/23) Trustee or director | 1 | $0 | $0 | $0 |
| RANCE DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM TSACALIS | TRUSTEE (END 6/24) Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN MOLINA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JONATHAN NIEMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD REARDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CYNTHIA BOOTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BOB COLLINS MD | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| QUINT STUDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENISE KUPRIONIS | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTINE GARRETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE KUHNS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC KEARNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KATHY GRIGG | TRUSTEE (START 7/23) Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN MICHELI | TRUSTEE (START 7/23) Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT HENDERSON | TRUSTEE (END 8/23) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE GRACEY | ASST. SECRETARY Officer | 1 | $0 | $675,796 | $84,250 |
| CHARLES CROWTHER | VP & CHIEF INVEST OFFICER Officer | 60 | $0 | $484,042 | $96,464 |
| MICHAEL CROFTON | ASST. TREASURER Officer | 1 | $0 | $440,848 | $89,005 |
| KASEY REYNOLDS MD | PHYSICIAN Highest-paid employee | 60 | $0 | $412,329 | $67,016 |
| JILL MILLER | PRESIDENT & CEO Trustee or director, Officer | 60 | $0 | $348,643 | $106,346 |
| PRADEEP WARIKOO MD | PHYSICIAN Highest-paid employee | 60 | $0 | $330,342 | $77,161 |
| ISELA ROBERTSHAW MD | PHYSICIAN Highest-paid employee | 60 | $0 | $318,800 | $74,592 |
| JENNIFER ZIMMERMAN | DIRECTOR-GRANTS & EVALUATION Highest-paid employee | 60 | $0 | $172,941 | $49,879 |
| KIANA TRABUE | VP-STRATEGIC PARTNERSHIPS Highest-paid employee | 60 | $0 | $166,437 | $45,439 |
| PHILLIP COX | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANCE DUKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELLEN KATZ | TRUSTEE (END 3/23) Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM TSACALIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| YVONNE WASHINGTON | TRUSTEE (END 6/23) Trustee or director | 1 | $0 | $0 | $0 |
| STUART DONOVAN MD | TRUSTEE (END 6/23) Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN MOLINA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JONATHAN NIEMEYER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA THOMASSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHAD REARDON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CYNTHIA BOOTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BOB COLLINS MD | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| QUINT STUDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DENISE KUPRIONIS | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTINE GARRETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BOB MITCHELL | TRUSTEE (END 6/23) Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTINE KUHNS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC KEARNEY | TRUSTEE (START 9/22) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 EDEN PARK DRIVE 7TH FLOOR, CINCINNATI, OH 45202-6005
- In care of
- % TAX MGR
- Principal officer (990 for 2024)
- JILL MILLER, 625 EDEN PARK DRIVE 7TH FLOOR, CINCINNATI, OH 45202
- Signed the 990
- MICHAEL CROFTON, VP FINANCE
- Phone
- (513) 569-6631
- Website
- WWW.BI3.ORG
- Return prepared by
- DELOITTE TAX LLP
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE OExpenses $2,642,815 · revenue $472,802
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1108895
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $228,732,169
- Income (IRS master file)
- $44,689,678
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,340,700 | $2,642,815 | $228,732,169 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $21,118,374 | $17,707,518 | $215,270,097 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,334,320 | $15,766,767 | $207,595,897 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | -$2,753,744 | $16,634,098 | $201,605,928 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1108895).
Questions about BETHESDA INC
- What is the EIN of BETHESDA INC?
- The employer identification number (EIN) of BETHESDA INC is 31-1108895.
- Is BETHESDA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to BETHESDA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BETHESDA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BETHESDA INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETHESDA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BETHESDA INC?
- The 990 for the year ended June 30, 2025 names JILL MILLER.
- Who are the officers and directors of BETHESDA INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does BETHESDA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,340,700, expenses of $2,642,815 and total assets of $228,732,169 at year end.
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