LOOMIS SENIOR LIVING INC (EIN 043314106) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

MARGARET R MANTONI

Phone

4135325325

Tax Period

2024-01-01 to 2024-12-31

LOOMIS SENIOR LIVING INC, founded in 1996, is a mid-sized nonprofit in the Community Improvement sector that reported $13.7M in total revenue in fiscal year 2024.

Mission

A FULL SERVICE CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN SPRINGFIELD, MASSACHUSETTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $80,784

Program Service Revenue $13,065,558

Investment Income $191,977

Other Revenue $378,528

TOTAL REVENUE $13,716,847

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,500,126

Fundraising Expenses $29,318

Program Expenses $11,930,072

Other Expenses $7,045,818

TOTAL EXPENSES $13,545,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,716,847	$12,800,950	+0.1%
Expenses	$13,545,944	$13,275,095	+0.0%
Net Income	$170,903	$-474,145	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

222

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$540,672

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH BUCKLEY	DIRECTOR, CHAIR	2.00	Officer Director	$0	$0	$0
DEBORAH SNOW	DIRECTOR, VICE CHAIR	2.00	Officer Director	$0	$0	$0
SANFORD BELDEN	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BODON	DIRECTOR (UNTIL 6/1/24)	1.00	Director	$0	$0	$0
KATHLEEN BOWLER	DIRECTOR (UNTIL 5/22/24)	1.00	Director	$0	$0	$0
PAUL BREEN	DIRECTOR	1.00	Director	$0	$0	$0
SEUNGHEE CHA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN CORRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA CRUTCHFIELD	DIRECTOR	1.00	Director	$0	$0	$0
FLETCHER DAVIS	DIRECTOR (UNTIL 5/22/24)	1.00	Director	$0	$0	$0
JEFFREY HAYDEN	DIRECTOR	1.00	Director	$0	$0	$0
ERIK KJELDSEN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL LAMBERT	CHAIR (UNTIL 5/22/24)/DIRECTOR	1.00	Officer Director	$0	$0	$0
SARA LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS PRATT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH PURTILO	DIRECTOR	1.00	Director	$0	$0	$0
MAX WINTERS	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER ZOELLER	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET R MANTONI	PRESIDENT & CEO	20.00	Officer	$0	$25,647	$344,197
CARLY CAVANAUGH	CFO/TREAS/ASST CLERK (UNTIL 8/24/24)	20.00	Officer	$0	$9,665	$140,863
MICHAEL JARRY	CFO & TREASURER/ASSISTANT CLERK	20.00	Officer	$0	$1,535	$55,612
PETER CONNOR	CLERK	2.00	Officer	$0	$0	$0
LORI TODD	EXECUTIVE DIRECTOR	40.00	Highest	$179,940	$28,335	$208,275
LYNDA WILLETS	DIRECTOR OF NURSING	40.00	Highest	$136,721	$16,303	$153,024
AYANG LEE	LICENSED PRACTICAL NURSE	40.00	Highest	$105,817	$16,393	$122,210
JOSEPH PAUL	IT DIRECTOR	20.00	Highest	$0	$16,397	$138,690
BARRY WAITE	HR DIRECTOR	10.00	Highest	$0	$1,990	$160,077

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$13,716,847	$13,545,944	$28,910,335	$170,903
2023	$12,800,950	$13,275,095	$25,551,806	$-474,145
2022	$13,743,929	$13,624,729	$25,686,861	$119,200
2021	$13,021,755	$12,929,786	$28,414,711	$91,969
2020	$11,456,759	$13,003,262	$28,913,416	$-1,546,503
2019	$11,534,491	$12,128,585	$28,834,746	$-594,094
2018	$11,507,261	$12,040,862	$27,014,796	$-533,601

LOOMIS SENIOR LIVING INC