HOUSE OF LORETO FOR SENIOR CITIZENS (EIN 340757174) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

Sister Michele Beauseigneur CDS

Phone

3304538137

Tax Period

2023-01-01 to 2023-12-31

HOUSE OF LORETO FOR SENIOR CITIZENS, founded in 1980, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $487K, a strong 18% operating margin.

Mission

Ministry of care of the aged by the religious community of Sisters of the Congregation of the Divine Spirit of the Roman Catholic Church.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,067,661

Program Service Revenue $1,675,936

Investment Income $18,479

Other Revenue $0

TOTAL REVENUE $2,762,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,478,132

Fundraising Expenses $0

Program Expenses $2,057,619

Other Expenses $797,040

TOTAL EXPENSES $2,275,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,762,076	$2,462,365	+0.1%
Expenses	$2,275,172	$1,907,059	+0.2%
Net Income	$486,904	$555,306	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
None	Current Directors	0	Director	$0	$0	$0
None	Current Trustees	0	Director	$0	$0	$0
Sister Michele Beauseigneur CDS	President	56	Officer	$0	$0	$0
Sister Mary Ellen Martin CDS	Vice-President	56	Officer	$0	$0	$0
Sister Janet Harold CDS	Administrator/Treasurer	56	Officer	$0	$0	$0
None	Key employees	0	Key Emp	$0	$0	$0
None	Highest compensated employees > $100000	0	Highest	$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	No data	No data	No data	No data
2023	$2,762,076	$2,275,172	$1,269,219	$486,904
2022	$2,462,365	$1,907,059	$807,546	$555,306
2021	$1,755,643	$2,047,467	$788,997	$-291,824
2020	$3,134,693	$3,442,548	$708,794	$-307,855

HOUSE OF LORETO FOR SENIOR CITIZENS