LOYOLA RETREAT HOUSE (EIN 530225164) - 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

1958

Legal Domicile

Principal Officer

JAMES PALMER

Phone

3013920800

Tax Period

2023-07-01 to 2024-06-30

LOYOLA RETREAT HOUSE, founded in 1958, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023.

Mission

INSPIRED BY THE SPIRITUAL EXERCISES OF ST. IGNATIUS LOYOLA, LOYOLA ON THE POTOMAC, A JESUIT RETREAT HOUSE, SEEKS TO ENCOURAGE AND SUPPORT AN INDIVIDUAL'S SPIRITUAL GROWTH AND PROMOTE A RELATIONSHIP OF DEPTH WITH GOD.

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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 $260,055

Program Service Revenue $959,316

Investment Income $156,641

Other Revenue $14,527

TOTAL REVENUE $1,390,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $995,670

Fundraising Expenses $122,201

Program Expenses $1,091,604

Other Expenses $410,067

TOTAL EXPENSES $1,405,737

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,390,539	N/A	N/A
Expenses	$1,405,737	N/A	N/A
Net Income	$-15,198	$0	N/A

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

$92,729

Total Directors

$92,729

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAN KERNS	CHAIR	1.00	Officer Director	$0	$0	$0
ALICE CASE	DIRECTOR	1.00	Director	$0	$0	$0
BR CHRISTOPHER DERBY SJ	DIRECTOR	1.00	Director	$0	$0	$0
FR THOMAS CLIFFORD SJ	TREASURER	1.00	Officer Director	$0	$0	$0
PAULA GWYNN GRANT	DIRECTOR	1.00	Director	$0	$0	$0
EVELENE DUHART	DIRECTOR	1.00	Director	$0	$0	$0
FR JERRY HAYES SJ	DIRECTOR	1.00	Director	$0	$0	$0
ELISE L GOWER MS	DIRECTOR	1.00	Director	$0	$0	$0
MARK HOLAN	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN P O'KANE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JIM PALMER EX OFFICIO	EXECUTIVE DIRECTOR	1.00	Officer Director	$83,454	$9,275	$92,729
SR PATRICIA MENSING SSJ	SECRETARY	1.00	Director	$0	$0	$0
STEVE MORRILL	DIRECTOR	1.00	Director	$0	$0	$0
TROY SWANDA	DIRECTOR	1.00	Director	$0	$0	$0
FATHER SCOTT WOODS	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	$1,390,539	$1,405,737	$3,376,788	$-15,198

LOYOLA RETREAT HOUSE