ALL SAINTS RETIREMENT CENTER INC (EIN 201360810) - 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

2004

Legal Domicile

Principal Officer

SHAWN CARNEY

Phone

6088268000

Tax Period

2023-01-01 to 2023-12-31

ALL SAINTS RETIREMENT CENTER INC, founded in 2004, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. The organization ran a surplus of $508K, a strong 23% operating margin.

Mission

TO OWN, OPERATE AND MAINTAIN ONE OR MORE RETIREMENT HOMES FOR THE AGED IN THE TRADITION OF THE ROMAN CATHOLIC CHURCH, HAVING A CATHOLIC IDENTITY, AND SERVING THE PHYSICAL, MENTAL, EMOTIONAL AND SPIRITUAL NEEDS OF RESIDENTS OF THE DIOCESE OF MADISON, WISCONSIN.

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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 $2,219,912

Investment Income $25,717

Other Revenue $9,807

TOTAL REVENUE $2,255,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,625,004

Other Expenses $1,747,788

TOTAL EXPENSES $1,747,788

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,255,436	$2,142,775	+0.1%
Expenses	$1,747,788	$1,675,133	+0.0%
Net Income	$507,648	$467,642	+0.1%

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

N/A

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

$190,404

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FAUST	PRESIDENT	1.00	Officer Director	$0	$0	$0
COLLEEN DONNELLY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL MEYER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL WICK	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN CARNEY	EXECUTIVE DIRECTOR	1.00	Officer	$0	$25,464	$190,404

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	$2,255,436	$1,747,788	$9,913,876	$507,648
2022	$2,142,775	$1,675,133	$10,072,368	$467,642
2021	$2,080,177	$1,593,810	$10,346,548	$486,367
2020	$2,017,609	$1,572,568	$10,545,939	$445,041
2019	$1,981,579	$1,597,067	$10,486,274	$384,512
2018	$1,929,524	$1,563,685	$10,876,569	$365,839

ALL SAINTS RETIREMENT CENTER INC