AVILA INSTITUTE OF GERONTOLOGY INC

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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

SR JEANNE HALEY

Tax Period

2023-01-01 to 2023-12-31

AVILA INSTITUTE OF GERONTOLOGY INC, founded in 1988, is a small nonprofit that reported $530K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $832K exceeded revenue, resulting in a 57% operating deficit.

Mission

The Avila Istitute of Gerontology Inc was formed to enhance the ministry of the Carmelite Sisters for the aged and infirm by providing a high Quality of affordable educational programs related to the care of the elderly.

Program Service Accomplishments

Program 1

Expenses: $799,632 Revenue: $52,953

To provide workshops, seminares, consulting and webinars to healthcare professionals and their staff on critical healthcare issues that affect the aged and infirms.

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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 $273,276

Program Service Revenue $255,473

Investment Income $1,204

Other Revenue $0

TOTAL REVENUE $529,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $388,639

Fundraising Expenses $0

Program Expenses $799,632

Other Expenses $442,864

TOTAL EXPENSES $831,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$529,953	$1,063,898	-0.5%
Expenses	$831,503	$412,098	+1.0%
Net Income	$-301,550	$651,800	-1.5%

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

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
SR LOIS WETZEL	DIRECTOR	Director	$0	$0	$0
MICHELLE M PANDOLFI	DIRECTOR	Director	$0	$0	$0
SR MARGARET EDWARD COSTELLO	DIRECTOR	Director	$0	$0	$0
CONNIE MCCORY	DIRECTOR	Director	$0	$0	$0
SR MARIA ROBERT MULLEN	DIRECTOR	Director	$0	$0	$0
SR CYRIL KASPER	DIRECTOR	Director	$0	$0	$0
SR MAUREEN DOONAN	DIRECTOR	Director	$0	$0	$0
DR CAROLE MICHELSEN	DIRECTOR	Director	$0	$0	$0
MARY BETH FRANCIS	DIRECTOR	Director	$0	$0	$0
SR THERSA PFEFFER	DIRECTOR	Director	$0	$0	$0
ANN SPENARD	DIRECTOR	Director	$0	$0	$0
SR TERESA KATHLEENDOMINICK	DIRECTOR	Director	$0	$0	$0
SR JEANNE HALEY	PRESIDENT	Officer Director	$0	$0	$0
DR PHILIP MCCALLION	SECRETARY	Officer Director	$0	$0	$0
SR M CHRISTOPHER JUDE	VICE PRESIDENT	Officer Director	$0	$0	$0
MOTHER MARY ROSE HEERY	TREASURER	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	No data	No data	No data	No data
2023	$529,953	$831,503	$782,487	$-301,550
2022	$1,063,898	$412,098	$1,082,840	$651,800
2021	$540,136	$506,218	$429,382	$33,918
2020	$542,593	$661,447	$398,221	$-118,854
2019	$984,444	$737,649	$513,523	$246,795
2018	$536,708	$541,706	$272,217	$-4,998