HOLY SPIRIT RETIREMENT HOME INC

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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

1984

Legal Domicile

Principal Officer

JACQUELINE KREBER

Phone

7122522726

Tax Period

2024-01-01 to 2024-12-31

HOLY SPIRIT RETIREMENT HOME INC, founded in 1984, is a mid-sized nonprofit that reported $10.0M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $9.3M left a modest 7% surplus.

Mission

SUPPORT THE BELIEFS AND GOALS OF THE ROMAN CATHOLIC DIOCESE OF SIOUX CITY TO REACH OUT IN ASSISTANCE TO THE ELDERLY, THE POOR, AND THE DISADVANTAGED.

Program Service Accomplishments

Program 1

Expenses: $8,783,675 Revenue: $9,818,664

OPERATED A 78 BED INTERMEDIATE & SKILLED CARE NURSING HOME, 24 UNIT ELDERLY APARTMENT COMPLEX, AND AN ASSISTED LIVING COMPLEX. PROVIDED SERVICES AT AFFORDABLE RATES AND PROVIDED REGULAR RELIGIOUS...

OPERATED A 78 BED INTERMEDIATE & SKILLED CARE NURSING HOME, 24 UNIT ELDERLY APARTMENT COMPLEX, AND AN ASSISTED LIVING COMPLEX. PROVIDED SERVICES AT AFFORDABLE RATES AND PROVIDED REGULAR RELIGIOUS SERVICES FOR ALL RESIDENTS.

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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 $199,154

Program Service Revenue $9,818,664

Investment Income $240

Other Revenue $0

TOTAL REVENUE $10,018,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,218,259

Fundraising Expenses $0

Program Expenses $8,783,675

Other Expenses $3,110,400

TOTAL EXPENSES $9,328,659

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,018,058	$8,049,224	+0.2%
Expenses	$9,328,659	$8,292,383	+0.1%
Net Income	$689,399	$-243,159	-3.8%

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

219

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

$116,767

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACQUELINE KREBER	EXECUTIVE DI	N/A	Officer	$0	$0	$0
DR COLEEN MCCARTY LEFT 2024	EXECUTIVE DI	40.00	Officer	$104,649	$829	$105,478
KYLA SPRAKEL LEFT 2024	EXECUTIVE DI	N/A	Officer	$11,289	$0	$11,289
KAREN WALDSCHMITT	CHAIRSPERSON	1.00	Officer Director	$0	$0	$0
BISHOP R WALKER NICKLESS	PRESIDENT	1.00	Officer Director	$0	$0	$0
VERYREVMSGRKEVINMCCOYVGLEFT2024	VICAR GENERA	N/A	Officer Director	$0	$0	$0
ROYCE RANNIGER	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
PAT BERGER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY LARSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HANNO	DIRECTOR	1.00	Director	$0	$0	$0
AMY BLOCH	DIRECTOR	1.00	Director	$0	$0	$0
KRAGE FESTE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY KAYL	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	$10,018,058	$9,328,659	$8,812,554	$689,399
2023	$8,049,224	$8,292,383	$8,692,880	$-243,159
2022	$8,394,447	$8,013,090	$8,671,396	$381,357
2022	$8,234,001	$7,776,870	$8,833,211	$457,131
2021	$9,080,099	$8,128,451	$7,907,297	$951,648
2020	$11,305,565	$9,345,133	$8,783,063	$1,960,432
2019	$9,533,633	$10,479,754	$7,898,421	$-946,121
2018	$9,881,764	$9,928,464	$8,256,693	$-46,700
2017	$9,585,886	$9,658,067	$9,054,483	$-72,181