Support Our Aging Religious 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

1986

Legal Domicile

Phone

2025297627

Tax Period

2023-07-01 to 2024-06-30

Support Our Aging Religious Inc, founded in 1986, is a community nonprofit in the Religion sector that reported $7.0M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $6.0M left a modest 15% surplus.

Mission

Help assure financially stable and secure futures for elderly and frail members of Catholic religious congregations.

Program Service Accomplishments

Program 1

Expenses: $5,684,607 Revenue: $0

Financial assistance was provided to retired religious clergy and other retired members of Catholic religious orders.

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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 $6,288,646

Program Service Revenue $0

Investment Income $693,878

Other Revenue $0

TOTAL REVENUE $6,982,524

Expense Breakdown

Grants Paid $3,641,925

Salaries & Benefits $761,726

Fundraising Expenses $157,887

Program Expenses $5,684,607

Other Expenses $1,549,884

TOTAL EXPENSES $5,953,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,982,524	$5,729,191	+0.2%
Expenses	$5,953,535	$5,739,620	+0.0%
Net Income	$1,028,989	$-10,429	-99.7%

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

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
Kathleen A Curran	Chairperson	1.00	Officer Director	$0	$0	$0
Deborah N Dunham	Vice Chairperson	1.00	Officer Director	$0	$0	$0
Mary Lynn Shanahan	Secretary	1.00	Officer Director	$0	$0	$0
Mathias W Winter	Treasurer	1.00	Officer Director	$0	$0	$0
Kathleen Lunsmann	President	40.00	Officer Director	$0	$0	$0
Molly Corbett	Director	1.00	Director	$0	$0	$0
Tyrone Davis	Director	1.00	Director	$0	$0	$0
Lucas Swanepoel	Director	1.00	Director	$0	$0	$0
Lauren R Nunez	Director	1.00	Director	$0	$0	$0
Andrew C Ryan	Director	1.00	Director	$0	$0	$0
James O'Neill	Director	1.00	Director	$0	$0	$0
Megan Rousanville	Director	1.00	Director	$0	$0	$0
Michael J Coppotelli	Director	1.00	Director	$0	$0	$0
John F McCauley	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
2025	No data	No data	No data	No data
2024	$6,982,524	$5,953,535	$8,866,026	$1,028,989
2023	$5,729,191	$5,739,620	$7,850,316	$-10,429
2022	$7,623,465	$3,617,584	$7,859,443	$4,005,881
2021	$4,961,038	$3,391,915	$3,936,515	$1,569,123
2020	$3,645,579	$2,944,566	$2,383,896	$701,013