HOLY SPIRIT RETIREMENT HOME FOUNDATION INC (EIN 421377177) - 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

1992

Legal Domicile

Principal Officer

BISHOP R WALKER NICKLESS

Phone

7122522726

Tax Period

2023-01-01 to 2023-12-31

HOLY SPIRIT RETIREMENT HOME FOUNDATION INC, founded in 1992, is a small nonprofit that reported $308K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $288K left a modest 7% surplus.

Mission

PROVIDE SUPPORT FOR HOLY SPIRIT RETIREMENT HOME, INC.

🔒

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 $307,554

Program Service Revenue $0

Investment Income $663

Other Revenue $0

TOTAL REVENUE $308,217

Expense Breakdown

Grants Paid $106,500

Salaries & Benefits $83,232

Fundraising Expenses $181,640

Program Expenses $106,500

Other Expenses $98,408

TOTAL EXPENSES $288,140

Year-over-Year Comparison

	2023	2022	Change
Revenue	$308,217	$280,598	+0.1%
Expenses	$288,140	$300,242	0.0%
Net Income	$20,077	$-19,644	-2.0%

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

N/A

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
SUE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
RENEE DEMAY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JESSICA HUGHES	FINANCE DIRE	1.00	Director	$0	$0	$0
FR FRANCIS MAKWINJA	DIRECTOR	1.00	Director	$0	$0	$0
DR COLEEN MCCARTY JOINED 42024	ADMINISTRATO	0.00	Officer Director	$0	$0	$0
BISHOP R WALKER NICKLESS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAULA OEHLERKING	DIRECTOR	1.00	Director	$0	$0	$0
ROZANNE PLANTE	DIRECTOR	1.00	Director	$0	$0	$0
DEB POSS	FOUNDATION D	1.00	Officer	$0	$0	$0
ROYCE RANNIGER	TREASURER	1.00	Officer Director	$0	$0	$0
RACHEL RETALIC	SECRETARY	1.00	Officer Director	$0	$0	$0
CONNIE RICHARDSON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAROLD SEA	DIRECTOR	1.00	Director	$0	$0	$0
VERNA WELTE	DIRECTOR	1.00	Director	$0	$0	$0
JENNY WETZ	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$308,217	$288,140	$302,093	$20,077
2022	$280,598	$300,242	$277,417	$-19,644
2022	$280,598	$300,241	$277,417	$-19,643
2021	$262,980	$109,816	$314,793	$153,164
2020	$141,715	$138,903	$142,647	$2,812
2019	$180,008	$166,815	$137,685	$13,193
2018	$182,099	$203,056	$120,838	$-20,957
2017	$168,439	$164,840	$163,252	$3,599

HOLY SPIRIT RETIREMENT HOME FOUNDATION INC