St Lucian's Residence Inc (EIN 061520463) - 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

1997

Legal Domicile

Principal Officer

Rev Mother Mary Janice Zdunczuk

Phone

8602232123

Tax Period

2023-10-01 to 2024-09-30

St Lucian's Residence Inc, founded in 1997, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $494K, a strong 28% operating margin.

Mission

Elder care

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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 $904,940

Program Service Revenue $734,437

Investment Income $124,225

Other Revenue $5,257

TOTAL REVENUE $1,768,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $742,669

Fundraising Expenses $0

Program Expenses $1,086,478

Other Expenses $532,459

TOTAL EXPENSES $1,275,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,768,859	$1,178,624	+0.5%
Expenses	$1,275,128	$1,323,961	0.0%
Net Income	$493,731	$-145,337	-4.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Rev Mother Mary Janice Zdunczuk	President	Officer Director	$0	$0	$0
Sr Mary Catherine Sirotnak	Vice President	Officer Director	$0	$0	$0
Sr Deborah Blados	Treasurer	Officer Director	$0	$0	$0
Sr Mary Joseph Zimmerman	secretary	Officer Director	$0	$0	$0
Sr Mary Theresa Tinana	Director	Officer 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
2024	$1,768,859	$1,275,128	$2,344,023	$493,731
2023	$1,178,624	$1,323,961	$1,783,034	$-145,337
2022	$860,545	$1,305,105	$1,842,723	$-444,560
2021	$1,234,533	$1,421,143	$2,509,786	$-186,610
2020	$1,533,621	$1,511,274	$2,481,751	$22,347
2019	$1,448,635	$1,484,964	$2,482,307	$-36,329
2018	$1,450,322	$1,478,679	$2,599,457	$-28,357

St Lucian's Residence Inc