ALDERTON HOUSE INC (EIN 133745935) - 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

1994

Legal Domicile

Principal Officer

MARIE T OATES

Phone

6467422852

Tax Period

2023-01-01 to 2023-12-31

ALDERTON HOUSE INC, founded in 1994, is a small nonprofit in the Religion sector that reported $688K in total revenue in fiscal year 2023. The organization ran a surplus of $156K, a strong 23% operating margin.

Mission

ALDERTON HOUSE, INC. PROVIDES RELIGIOUS AND EDUCATIONAL FORMATION TO WOMEN THROUGH SUCH ACTIVITIES AS: CHRISTIAN DOCTRINE CLASSES, SEMINARS ON PROFESSIONAL ETHICS AND OTHER CULTURAL TOPICS AS WELL AS RETREATS, DAYS OF RECOLLECTION AND INDIVIDUAL SPIRITUAL COUNSELING.

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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 $386,986

Program Service Revenue $299,770

Investment Income $1,036

Other Revenue $0

TOTAL REVENUE $687,792

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,911

Fundraising Expenses $0

Program Expenses $532,225

Other Expenses $361,314

TOTAL EXPENSES $532,225

Year-over-Year Comparison

	2023	2022	Change
Revenue	$687,792	$668,519	+0.0%
Expenses	$532,225	$1,022,800	-0.5%
Net Income	$155,567	$-354,281	-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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH FISHER	PRESIDENT	5.00	Officer Director	$0	$0	$0
UXUE DIAZ	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARIE T OATES	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
ROSE M COSIO	TRUSTEE	1.00	Director	$0	$0	$0
MARY ELLEN KRANZLIN	TRUSTEE	1.00	Director	$0	$0	$0
ANDRES I PEREZ-BENZO	TRUSTEE	1.00	Director	$0	$0	$0
CLAIRE HADLEY	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$687,792	$532,225	$9,628,862	$155,567
2022	$668,519	$1,022,800	$9,463,509	$-354,281
2021	$1,261,283	$1,301,641	$9,773,718	$-40,358
2020	$666,620	$1,033,657	$9,918,627	$-367,037
2019	$613,574	$1,067,569	$10,281,316	$-453,995
2018	$628,653	$1,136,061	$10,799,455	$-507,408

ALDERTON HOUSE INC