Sisters of St Francis - Mt Alverno… - Form 990 Financial Data

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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

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

Program Service Accomplishments

Program 1

Expenses: $1,283,877 Revenue: $1,355,932

The operation and maintenance of a licensed Catholic residential care facility of aged, infirm or disabled persons.The provision of holistic care to residents including addressing their physical...

The operation and maintenance of a licensed Catholic residential care facility of aged, infirm or disabled persons.The provision of holistic care to residents including addressing their physical, spiritual, social psychological and emotional needs.The support of the healthcare, social, religious and charitable works of the St Francis Province of the Sisters of St. Francis of Penance and Christian Charity, a religious institute of the Roman Catholic Church.

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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 (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

Governance

Voting Members

Independent Members

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

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

Sisters of St Francis - Mt Alverno Marian Residence