Loyola Spirituality Center (EIN 411435085) - 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

1977

Legal Domicile

Principal Officer

Kathleen Andrus

Phone

6126316439

Tax Period

2023-07-01 to 2024-06-30

Loyola Spirituality Center, founded in 1977, is a small nonprofit in the Human Services sector that reported $226K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $249K exceeded revenue, resulting in a 10% operating deficit.

Mission

1 To help people notice name and respond to the experience of God in their lives; 2 To be rooted in the spiritual tradition of Ignatius of Loyola 1491-1556; 3 To serve those who seek God through our ministries of spiritual direction and other outreach; and 4 To welcome all regardless of faith tradition age race sexual and gender orientation or economic means.

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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 $49,890

Program Service Revenue $166,347

Investment Income $8,269

Other Revenue $1,955

TOTAL REVENUE $226,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,271

Fundraising Expenses $14,994

Program Expenses $175,596

Other Expenses $108,864

TOTAL EXPENSES $249,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,461	$241,048	-0.1%
Expenses	$249,135	$262,949	-0.1%
Net Income	$-22,674	$-21,901	+0.0%

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

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
Mike O'Donnell	Board Member	10.00	Director	$0	$0	$0
Caren Dewar	Board Member	10.00	Director	$0	$0	$0
Kathleen Andrus	President	10.00	Officer	$0	$0	$0
Karin Wille	Secretary	10.00	Officer	$0	$0	$0
Bill O'Brien	Treasurer	10.00	Officer	$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	$226,461	$249,135	$277,615	$-22,674
2023	$241,048	$262,949	$282,903	$-21,901
2022	$267,314	$258,676	$305,483	$8,638
2021	$247,944	$249,250	$344,312	$-1,306
2020	$231,441	$246,252	$321,907	$-14,811
2019	$228,437	$226,722	$312,650	$1,715

Loyola Spirituality Center