THE LEGACY AT ST JOSEPHS HOME % CARMELITE SISTERS DCJ (EIN 390806866) - 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

1972

Legal Domicile

Principal Officer

SR ANNE MARIE CHEIKH

Phone

2626940080

Tax Period

2023-01-01 to 2023-12-31

THE LEGACY AT ST JOSEPHS HOME % CARMELITE SISTERS DCJ, founded in 1972, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year.

Mission

OUR MISSION IS TO OFFER AN ENRICHED LIFESTYLE TO SENIORS BY PROVIDING 5-STAR QUALITY CARE FOR THOSE LIVES ARE ENTRUSTED TO US.

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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 $505,755

Program Service Revenue $2,906,245

Investment Income $157,582

Other Revenue $63,689

TOTAL REVENUE $3,633,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,126,367

Fundraising Expenses $0

Program Expenses $3,166,940

Other Expenses $1,533,203

TOTAL EXPENSES $3,659,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,633,271	$4,213,183	-0.1%
Expenses	$3,659,570	$3,620,483	+0.0%
Net Income	$-26,299	$592,700	-1.0%

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

109

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
ASI SCHMID-DONDERO	Executive Director	40.00		$137,903	$0	$137,903
CARRIE ANDERSON	Administrator	40.00		$130,349	$0	$130,349
SR FAUSTINA MARIE KOGA	Treasurer	1.00	Officer Director	$0	$0	$0
SR MARIA GIUSEPPE MOXLEY	President	1.00	Officer Director	$0	$0	$0
SR ANNE MARIE CHEIKH	Vice Pres/Sec	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$3,633,271	$3,659,570	$5,725,748	$-26,299
2022	$4,213,183	$3,620,483	$6,027,775	$592,700
2021	$3,561,288	$3,666,248	$5,673,666	$-104,960
2020	$3,837,668	$4,353,267	$5,695,114	$-515,599
2019	$5,125,207	$6,581,343	$5,916,458	$-1,456,136
2018	$6,328,478	$6,783,964	$7,327,363	$-455,486

THE LEGACY AT ST JOSEPHS HOME % CARMELITE SISTERS DCJ