ALLEN MEMORIAL HOME (EIN 630291592) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1911

Legal Domicile

Principal Officer

MSGR WILLIAM J SKONEKI

Phone

2514341548

Tax Period

2024-07-01 to 2025-06-30

ALLEN MEMORIAL HOME, founded in 1911, is a small nonprofit that reported $307K in total revenue in fiscal year 2017. Revenue fell 96% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $126K, a strong 41% operating margin.

Mission

OUR MISSION AT ALLEN MEMORIAL IS TO CONTINUE THE HEALING MINISTRY OF CHRIST BY ENHANCING THE QUALITY OF THE LIVES OF THE ELDERLY AND DISABLED MEMBERS OF THE COMMUNITY. INCLUDING THOSE WHO SEEK HELP THROUGH CATHOLIC SOCIAL SERVICES OF THE ARCHDIOCESE OF MOBILE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $246,657

Program Service Revenue $0

Investment Income $272,094

Other Revenue $0

TOTAL REVENUE $518,751

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,357

Other Expenses $294,357

TOTAL EXPENSES $294,357

Year-over-Year Comparison

	2024	2023	Change
Revenue	$518,751	$670,460	-0.2%
Expenses	$294,357	$1,320,112	-0.8%
Net Income	$224,394	$-649,652	-1.3%

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

$142,813

Total Directors

$428,341

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA B HANSEN	MEMBER	2.00	Director	$0	$6,900	$205,058
MS MICHELE C SMITH	SECTY-TREASU	2.00		$0	$6,900	$173,917
MARILYN D KING	VICE-PRESIDE	2.00	Officer Director	$0	$6,900	$113,989
DEACON WILLIAM J HARKINS	MEMBER	2.00	Director	$0	$6,900	$54,320
MSGR WILLIAM J SKONEKI	PRESIDENT	2.00	Officer Director	$0	$10,574	$28,824
REV DAVID TOKARZ	MEMBER	2.00	Director	$0	$7,550	$26,150
GIA S LONG	NEW SECTY-TR	2.00	Officer 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	$518,751	$294,357	$10,997,963	$224,394
2024	$670,460	$1,320,112	$10,119,695	$-649,652
2023	$409,444	$273,452	$10,243,445	$135,992
2022	$339,479	$3,324,264	$9,465,963	$-2,984,785
2021	$1,355,430	$290,230	$13,476,211	$1,065,200
2020	$529,517	$298,408	$11,337,838	$231,109
2019	$434,111	$262,428	$10,825,836	$171,683
2018	$306,515	$180,769	$10,322,826	$125,746

ALLEN MEMORIAL HOME