RONCALLI INSTITUTE (EIN 060972317) - 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

1976

Legal Domicile

Principal Officer

PETER CALLAN

Phone

8603242224

Tax Period

2023-10-01 to 2024-09-30

RONCALLI INSTITUTE, founded in 1976, is a micro nonprofit that reported $17K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $505K exceeded revenue, resulting in a 2854% operating deficit.

Mission

HOUSING AND WELFARE FOR THE ELDERLY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $63,742

Investment Income $23,646

Other Revenue $-70,293

TOTAL REVENUE $17,095

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $14

Fundraising Expenses $0

Program Expenses $501,509

Other Expenses $104,979

TOTAL EXPENSES $504,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,095	$161,418	-0.9%
Expenses	$504,993	$1,619,365	-0.7%
Net Income	$-487,898	$-1,457,947	-0.7%

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

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

$19,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER CALLAN	CHAIRMAN/SECRETARY	20.00	Officer Director	$0	$0	$0
JOHN SULLIVAN	TREASURER	1.00	Officer Director	$0	$0	$0
JONATHAN RAMSAY	CFO	40.00	Officer	$19,800	$0	$19,800

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	$17,095	$504,993	$1,783,368	$-487,898
2023	$161,418	$1,619,365	$2,273,626	$-1,457,947
2022	$256,869	$282,565	$3,748,485	$-25,696
2021	$226,560	$338,557	$4,467,950	$-111,997
2020	$737,118	$575,870	$3,902,852	$161,248
2019	$264,212	$588,003	$3,889,830	$-323,791
2018	$657,639	$357,656	$4,455,640	$299,983

RONCALLI INSTITUTE