Apostles of the Sacred Heart Clelian Center Inc (EIN 061316459) - 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

1988

Legal Domicile

Principal Officer

Lori Schommer

Phone

2032884151

Tax Period

2024-07-01 to 2025-06-30

Apostles of the Sacred Heart Clelian Center Inc, founded in 1988, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $301K, a strong 27% operating margin.

Mission

The Clelian Center, is a medical model adult day center. We serve the seniors of our community in a medical social, and spiritual healthcare environment.

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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 $65,093

Program Service Revenue $1,053,474

Investment Income $2,376

Other Revenue $0

TOTAL REVENUE $1,120,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $448,547

Fundraising Expenses $300

Program Expenses $680,646

Other Expenses $371,582

TOTAL EXPENSES $820,129

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,120,943	$999,863	+0.1%
Expenses	$820,129	$805,664	+0.0%
Net Income	$300,814	$194,199	+0.5%

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

N/A

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

$71,400

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Schommer	President	40.0	Officer	$71,400	$0	$71,400
Sr Mary Lee ASCJ	Chairman	1.0	Director	$0	$0	$0
Sr Colleen Smith	Secretary	1.0	Director	$0	$0	$0
Sr Christine Hoffner ASCJ	Treasurer	1.0	Director	$0	$0	$0
Sr Angela Gertsema ACSJ	Director	1.0	Director	$0	$0	$0
Sr Luis Villegas ASCJ	Director	1.0	Director	$0	$0	$0
Sr Colleen Mattingly ASCJ	Director	1.0	Director	$0	$0	$0
Sr Maureen Flynn ASCJ	Director	0.0	Director	$0	$0	$0

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
2025	$1,120,943	$820,129	$1,020,227	$300,814
2024	No data	No data	No data	No data
2023	$646,536	$685,624	$516,389	$-39,088
2022	$798,937	$749,220	$567,409	$49,717
2021	$749,683	$717,378	$604,468	$32,305
2020	$872,147	$880,946	$499,088	$-8,799
2019	$1,149,594	$1,140,763	$529,386	$8,831
2018	$1,043,270	$1,164,389	$580,395	$-121,119

Apostles of the Sacred Heart Clelian Center Inc