Loyola Retreat House Inc (EIN 340960779) - 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

2013

Legal Domicile

Phone

3308962315

Tax Period

2024-07-01 to 2025-06-30

Loyola Retreat House Inc, founded in 2013, is a small nonprofit that reported $421K in total revenue in fiscal year 2024. Net assets of $1.3M represent 36 months of operating reserves.

Mission

Through our ministry of prayer, work, community and hospitality, we aspire to respond to the needs of the Catholic Church and the world. It is our mission to help all who Come Away to the Quiet recognize the loving guidance of God and the redeeming love of Jesus in their lives.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $25,700

Program Service Revenue $373,755

Investment Income $10,177

Other Revenue $11,416

TOTAL REVENUE $421,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,859

Fundraising Expenses $6,492

Program Expenses $321,309

Other Expenses $213,636

TOTAL EXPENSES $416,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$421,048	$421,738	0.0%
Expenses	$416,495	$408,819	+0.0%
Net Income	$4,553	$12,919	-0.6%

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

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

$65,000

Total Directors

$65,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Ferraro	Executive Director	40.00	Officer Director	$65,000	$0	$65,000
Francie Fischer	Secretary	0.00	Officer Director	$0	$0	$0
Daniel OConnell	Vice-President	0.00	Officer Director	$0	$0	$0
Lewis Seikel	Treasurer	0.00	Officer Director	$0	$0	$0
Gary Hoover	Abbot	0.00	Director	$0	$0	$0
Sue Danna Myer	N/A	0.00	Director	$0	$0	$0
Dorothy Presnar	N/A	0.00	Director	$0	$0	$0
Tim Beringer Sr	N/A	0.00	Director	$0	$0	$0
Robert Armbruster	N/A	0.00	Director	$0	$0	$0
Chris Kovesci	N/A	0.00	Director	$0	$0	$0
Michelle May	N/A	0.00	Director	$0	$0	$0
Mary Murphy	N/A	0.00	Director	$0	$0	$0
Robin Adair	Deacon	0.00	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
2025	$421,048	$416,495	$1,366,587	$4,553
2024	$421,738	$408,819	$1,294,505	$12,919
2023	$344,620	$321,324	$1,285,406	$23,296
2022	$465,423	$288,954	$1,234,568	$176,469
2021	$272,877	$235,585	$1,101,180	$37,292

Loyola Retreat House Inc