FRANCISCAN TERTIARY PROVINCE OF THE SACRED HEART INC (EIN 366096464) - 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

1963

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

FRANCISCAN TERTIARY PROVINCE OF THE SACRED HEART INC, founded in 1963, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Expenses of $3.2M left a modest 11% surplus.

Mission

OPERATION OF RESIDENTIAL RENTAL RETIREMENT FACILITY FOR THE LOW INCOME 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 $0

Program Service Revenue $3,609,218

Investment Income $28,112

Other Revenue $0

TOTAL REVENUE $3,637,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $358,777

Fundraising Expenses $0

Program Expenses $2,813,055

Other Expenses $2,872,355

TOTAL EXPENSES $3,231,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,637,330	$3,487,832	+0.0%
Expenses	$3,231,132	$3,012,627	+0.1%
Net Income	$406,198	$475,205	-0.1%

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

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

$273,814

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH SARACENO	President & CEO	40.00	Officer	$248,922	$24,892	$273,814
ELIAS ALMAZAN	DIR OF MAINTENANCE	40.00		$137,358	$13,736	$151,094
PATRICIA LECOMPTE	ACCOUNTANT	40.00		$119,395	$11,940	$131,335
JAMES FIORE	Treasurer	0.00	Officer Director	$0	$0	$0
KATHERINE MAXWELL	Secretary	0.00	Officer Director	$0	$0	$0
JANET RYAN GRASSO	Director	0.00	Director	$0	$0	$0
BR CLARENCE KLINGERT OFM	Chairman	0.00	Officer Director	$0	$0	$0
BR DOUG COLLINS OFM	Vice President	0.00	Officer Director	$0	$0	$0
LEX BUDDIG	Director	0.00	Director	$0	$0	$0
FR EDWARD TVERDEK OFM	Director	0.00	Director	$0	$0	$0
EDWARD HINSBERGER	Director	0.00	Director	$0	$0	$0
IAN JIPP	Director	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	$3,637,330	$3,231,132	$6,082,715	$406,198
2024	$3,487,832	$3,012,627	$4,017,924	$475,205
2023	$3,260,551	$2,977,771	$3,615,260	$282,780
2022	$3,204,595	$3,182,904	$3,481,930	$21,691
2021	$2,994,328	$3,110,893	$3,219,736	$-116,565
2020	$3,150,595	$3,239,201	$4,245,737	$-88,606
2019	$3,219,803	$3,429,520	$4,419,029	$-209,717

FRANCISCAN TERTIARY PROVINCE OF THE SACRED HEART INC