SHAKER POINTE AT CARONDELET INC (EIN 260701980) - 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

2007

Legal Domicile

Principal Officer

KATHY WELDEN

Phone

5182504890

Tax Period

2024-07-01 to 2025-06-30

SHAKER POINTE AT CARONDELET INC, founded in 2007, is a community nonprofit in the Housing & Shelter sector that reported $7.6M in total revenue in fiscal year 2024.

Mission

DEVELOPMENT AND OPERATION OF RETIREMENT COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $329,184

Program Service Revenue $7,140,979

Investment Income $53,929

Other Revenue $105,729

TOTAL REVENUE $7,629,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,390,904

Fundraising Expenses $0

Program Expenses $5,621,510

Other Expenses $5,679,320

TOTAL EXPENSES $8,070,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,629,821	$7,123,579	+0.1%
Expenses	$8,070,224	$8,031,067	+0.0%
Net Income	$-440,403	$-907,488	-0.5%

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

$297,887

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DYBAS	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS FAGAN	DIRECTOR	1.00	Director	$0	$0	$0
MARY N BONNER	DIRECTOR	1.00	Director	$0	$0	$0
RICK OTIS	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
SISTER JOAN MARY HARTIGAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SISTER CHRISTINE PARTISANO	SECRETARY	1.00	Officer Director	$0	$0	$0
SISTER CHARLA COMMINS	TREASURER	1.00	Officer Director	$0	$0	$0
SISTER EILEEN MCCANN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SISTER LAUREN VAN DERMARK	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN WELDEN	EXECUTIVE DIRECTOR	37.00	Officer	$154,456	$12,896	$167,352
JESSICA KEELER	DIRECTOR OF FINANCE	37.00	Officer	$124,538	$5,997	$130,535
LORRIE SHILLING	DIRECTOR OF SALES	37.00	Highest	$101,731	$10,539	$112,270

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
2025	$7,629,821	$8,070,224	$46,740,066	$-440,403
2024	$7,123,579	$8,031,067	$47,977,330	$-907,488
2023	$6,780,579	$8,013,228	$48,959,609	$-1,232,649
2022	$6,419,454	$7,126,947	$49,574,819	$-707,493
2020	$6,950,551	$7,682,719	$53,317,592	$-732,168
2019	$6,079,412	$6,815,752	$55,296,383	$-736,340
2018	$5,866,960	$7,610,600	$54,558,787	$-1,743,640

SHAKER POINTE AT CARONDELET INC