IMMACOLATA MANOR HOMES INC (EIN 311735305) - 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

2000

Legal Domicile

Principal Officer

JULIE EDLUND

Phone

8167814332

Tax Period

2023-07-01 to 2024-06-30

IMMACOLATA MANOR HOMES INC, founded in 2000, is a small nonprofit in the Human Services sector that reported $119K in total revenue in fiscal year 2023. Expenses of $137K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROVIDE LOW-INCOME HOUSING FOR INDIVUALS WITH DEVELOPMENTAL DISABILITIES.

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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 $47,661

Program Service Revenue $70,209

Investment Income $801

Other Revenue $0

TOTAL REVENUE $118,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,100

Fundraising Expenses $0

Program Expenses $103,139

Other Expenses $117,092

TOTAL EXPENSES $137,192

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,671	$111,201	+0.1%
Expenses	$137,192	$183,236	-0.3%
Net Income	$-18,521	$-72,035	-0.7%

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

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
ALISA FORD	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SUE MILLER	SECRETARY	N/A	Officer Director	$0	$0	$0
BRIAN MALL	TREASURER	N/A	Officer Director	$0	$0	$0
TERRY STONE	DIRECTOR	N/A	Director	$0	$0	$0
MATT ECKERT	DIRECTOR	N/A	Director	$0	$0	$0
LOLITA MCSHANN	DIRECTOR	N/A	Director	$0	$0	$0
ANDY PROTZMAN	DIRECTOR	N/A	Director	$0	$0	$0
JULIE EDLUND	CEO	N/A	Officer	$0	$0	$0
MARK BERTRAND	VP EXTERNAL	N/A	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
2025	No data	No data	No data	No data
2024	$118,671	$137,192	$544,198	$-18,521
2023	$111,201	$183,236	$564,949	$-72,035
2022	$98,623	$135,093	$619,735	$-36,470
2021	$92,912	$136,827	$647,795	$-43,915
2020	$86,233	$156,047	$701,112	$-69,814
2019	$71,012	$121,380	$740,514	$-50,368
2018	$77,403	$116,346	$764,763	$-38,943

IMMACOLATA MANOR HOMES INC