LADIES OF CHARITY OF THE USA (EIN 521276972) - 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

1990

Legal Domicile

Principal Officer

HOLLY WALTER

Phone

8162603853

Tax Period

2024-01-01 to 2024-12-31

LADIES OF CHARITY OF THE USA, founded in 1990, is a small nonprofit in the Religion sector that reported $230K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $203K left a modest 12% surplus.

Mission

LCUSA-AIC PROVIDES VINCENTIAN LEADERSHIP OF TRANSFORMATION, ASSISTING PERSONS WHO ARE VULNERABLE TO MOVE FROM MARGINALIZATION AND DESPAIR TO PARTICIPATION AND HOPE.

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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 $107,603

Program Service Revenue $3,958

Investment Income $553

Other Revenue $117,516

TOTAL REVENUE $229,630

Expense Breakdown

Grants Paid $3,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,738

Other Expenses $199,788

TOTAL EXPENSES $202,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,630	$184,161	+0.2%
Expenses	$202,838	$195,801	+0.0%
Net Income	$26,792	$-11,640	-3.3%

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

N/A

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
HOLLY WALTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
DONNA MONTAGUE	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN RADU	SECRETARY	5.00	Officer Director	$0	$0	$0
IDA BICKERTON	DIRECTOR	1.00	Director	$0	$0	$0
NANCY BIANCULLI	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES SIMKULET	NORTHEASTERN REPRESENTATIV	5.00	Director	$0	$0	$0
ELLEN POSCH	DIRECTOR	1.00	Director	$0	$0	$0
SR ANNE CLAIRE RHODES	DIRECTOR	1.00	Director	$0	$0	$0
ANNELIESE GEELEN	DIRECTOR	1.00	Director	$0	$0	$0
REV RICHARD GIELOW	DIRECTOR	1.00	Director	$0	$0	$0
MARLYSS GILES	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET HANSON	DIRECTOR	1.00	Director	$0	$0	$0
SR GRACE HARTZOG	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN ROSETI	NORTHEASTERN DIRECTOR	5.00	Director	$0	$0	$0
DEBORAH SELF	MID ATLANTIC DIRECTOR	5.00	Director	$0	$0	$0
NATALIE BOONE	NORTHEASTERN VICE PRESIDEN	5.00	Officer Director	$0	$0	$0
MARY PAT SULLIVAN	NORTH CENTRAL VICE PRESIDE	5.00	Officer Director	$0	$0	$0
SHARON TERWELP	DIRECTOR	1.00	Director	$0	$0	$0
MARY NELL WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ROSEMARIE VOHSEN	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY KEENE	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN DORAZIO	WESTERN REPRESENTATIVE	5.00	Director	$0	$0	$0
HILDA RUIZ	DIRECTOR	1.00	Director	$0	$0	$0
VIOLA JOHNSON-ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
IRENE SIEDLARCZYK	PRESIDENT ELECT	5.00	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
2024	$229,630	$202,838	$592,757	$26,792
2020	$80,484	$126,814	$578,237	$-46,330
2019	$230,577	$653,263	$619,492	$-422,686
2018	$526,374	$557,164	$1,037,215	$-30,790

LADIES OF CHARITY OF THE USA