LORETTO LIONS RETIREMENT HOME II INC (EIN 270263050) - 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

2009

Legal Domicile

Principal Officer

CHRIS BECKMAN

Phone

9318536140

Tax Period

2024-01-01 to 2024-12-31

LORETTO LIONS RETIREMENT HOME II INC, founded in 2009, is a micro nonprofit in the Housing & Shelter sector that reported $86K in total revenue in fiscal year 2024. Expenses of $104K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO PROVIDE LOW COST HOUSING FOR THE ELDERLY.

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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 $31,840

Program Service Revenue $49,312

Investment Income $107

Other Revenue $4,258

TOTAL REVENUE $85,517

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,372

Other Expenses $104,255

TOTAL EXPENSES $104,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,517	$86,349	0.0%
Expenses	$104,255	$116,313	-0.1%
Net Income	$-18,738	$-29,964	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BECKMAN	PRESIDENT	4.00	Officer Director	$0	$0	$0
STEVE KRESS	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE MCMASTERS	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY JOHNSON	DIRECTOR (STARTED 2024)	1.00	Director	$0	$0	$0
LANCE GREEN	DIRECTOR	1.00	Director	$0	$0	$0
GREG TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BECKMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK MCMASTERS	DIRECTOR	1.00	Director	$0	$0	$0
JON PETTUS	DIRECTOR	1.00	Director	$0	$0	$0
RODNEY ROBINSON	DIRECTOR (RETIRED 2024)	1.00	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	$85,517	$104,255	$812,302	$-18,738
2023	$86,349	$116,313	$832,219	$-29,964
2022	$78,864	$100,693	$859,968	$-21,829
2021	$82,422	$110,532	$881,441	$-28,110
2020	$80,195	$100,191	$903,511	$-19,996
2019	$65,006	$96,263	$926,839	$-31,257
2018	$67,173	$94,013	$955,432	$-26,840

LORETTO LIONS RETIREMENT HOME II INC