Benedictine Living Community of Mora (EIN 274219119) - 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

2010

Legal Domicile

Principal Officer

Jennifer Gleason

Phone

7632310410

Tax Period

2023-07-01 to 2024-06-30

Benedictine Living Community of Mora, founded in 2010, is a community nonprofit in the Health Care sector that reported $9.8M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $9.3M left a modest 5% surplus.

Mission

Housing and long-term care facilities 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 (2023)

Revenue Breakdown

Contributions & Grants $584,166

Program Service Revenue $9,261,162

Investment Income $1,824

Other Revenue $0

TOTAL REVENUE $9,847,152

Expense Breakdown

Grants Paid $10,351

Salaries & Benefits $5,822,016

Fundraising Expenses $0

Program Expenses $8,531,098

Other Expenses $3,514,896

TOTAL EXPENSES $9,347,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,847,152	$8,001,778	+0.2%
Expenses	$9,347,263	$8,225,086	+0.1%
Net Income	$499,889	$-223,308	-3.2%

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

172

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

$215,010

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dennis Kamstra	Board Chair	1.00	Officer Director	$0	$0	$0
Robert Sundberg	Board Member	1.00	Director	$0	$0	$0
Rod Pakonen	Board Member	1.00	Director	$0	$0	$0
Paul Sanders	Board Member	1.00	Director	$0	$0	$0
Jennifer Gleason	CEO/Secretary/Treasurer	7.00	Officer	$0	$0	$215,010
Jennifer Peterson	Administrator	40.00	Highest	$107,406	$14,027	$121,433
Tina Dubois	Registered Nurse	48.00	Highest	$109,034	$9,720	$118,754
Samantha Kram	Registered Nurse	54.00	Highest	$103,093	$27,745	$130,838

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	No data	No data	No data	No data
2024	$9,847,152	$9,347,263	$3,804,413	$499,889
2023	$8,001,778	$8,225,086	$3,404,681	$-223,308
2022	$9,183,995	$7,787,209	$1,787,684	$1,396,786
2021	$6,746,651	$7,359,983	$2,489,736	$-613,332
2020	$7,710,302	$7,735,977	$2,674,827	$-25,675
2019	$7,493,246	$7,735,880	$1,553,807	$-242,634
2018	$7,188,003	$7,105,447	$1,455,591	$82,556

Benedictine Living Community of Mora