Sisters of St Francis - Mt Alverno Marian Residence

EIN: 204019358 501(c)(3)

Santa Maria, CA

Total Revenue
$1,356,547
Total Expenses
$1,283,877
Total Assets
$179,385
Net Assets
$75,103
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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
2007
Legal Domicile
CA
Phone
8059227731
Tax Period
2020-01-01 to 2020-12-31

Sisters of St Francis - Mt Alverno Marian Residence, founded in 2007, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2020. Revenue decreased 7% compared to the prior year. Expenses of $1.3M left a modest 5% surplus.

Mission

ASSISTED CARE FOR SENIOR CITIZENS

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $601
Program Service Revenue $1,355,932
Investment Income $14
Other Revenue $0
TOTAL REVENUE $1,356,547

Expense Breakdown

Grants Paid $0
Salaries & Benefits $588,968
Fundraising Expenses $0
Program Expenses $1,283,877
Other Expenses $694,909
TOTAL EXPENSES $1,283,877

Year-over-Year Comparison

2020 2019 Change
Revenue $1,356,547 $1,463,766 -0.1%
Expenses $1,283,877 $1,379,168 -0.1%
Net Income $72,670 $84,598 -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

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Governance

Voting Members
4
Independent Members
N/A
Employees
20
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
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Sister Ellen McCabe Director 4.00
Officer Director
$0 $0 $0
Sister Mary Litell Chairman 8.00
Officer Director
$0 $0 $0
Sister Dorothy McCormack Director 4.00
Officer Director
$0 $0 $0
Sister Janet Gwinn Director 4.00
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
2020 $1,356,547 $1,283,877 $179,385 $72,670
2019 $1,463,766 $1,379,168 $144,368 $84,598
2018 $1,422,964 $1,548,460 $216,197 $-125,496
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