HOLY ANGELS RESIDENTIAL FACILITY I (EIN 720628035) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

LAURIE BOSWELL

Phone

3187978500

Tax Period

2024-07-01 to 2025-06-30

HOLY ANGELS RESIDENTIAL FACILITY I, founded in 1966, is a mid-sized nonprofit in the Human Services sector that reported $23.4M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $20.2M left a modest 14% surplus.

Mission

HOLY ANGELS PROVIDES RESIDENTIAL CARE, HABILITATION, AND VOCATIONAL SERVICES FOR INDIVIDUALS WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES TO MAXIMIZE THEIR DIGNITY AND FUTURE POTENTIAL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,390,230

Program Service Revenue $19,911,486

Investment Income $136,620

Other Revenue $-26,431

TOTAL REVENUE $23,411,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,250,813

Fundraising Expenses $501,139

Program Expenses $17,479,087

Other Expenses $7,929,982

TOTAL EXPENSES $20,180,795

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,411,905	$20,349,767	+0.2%
Expenses	$20,180,795	$19,575,561	+0.0%
Net Income	$3,231,110	$774,206	+3.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

381

Volunteers

300

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

$230,263

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE BOSWELL	CHIEF OPERAT	40.00	Key Emp	$222,330	$7,933	$230,263
LINDA YOUNG	PRES/EX OFFI	6.00	Officer Director	$0	$0	$0
PATRICK LUKACS	PRESIDENT	6.00	Officer Director	$0	$0	$0
CHARLES J PAINE	VP/EX OFFICI	6.00	Officer Director	$0	$0	$0
JOHN COLLINS	VICE PRESIDE	6.00	Officer Director	$0	$0	$0
GINNY MURPHY	SECRETARY	6.00	Officer Director	$0	$0	$0
SARAH C WEINBERG	TREASURER	6.00	Officer Director	$0	$0	$0
MICHAEL B DONALD	EX OFFICIO	6.00	Officer Director	$0	$0	$0
BETSY ROBERTS	EX-OFFICIO	6.00	Officer Director	$0	$0	$0
MERRITT CHASTAIN	BOARD MEMBER	4.00	Director	$0	$0	$0
ROBERT DEAN	BOARD MEMBER	4.00	Director	$0	$0	$0
N/A	BOARD MEMBER	4.00	Director	$0	$0	$0
MARY JEAN LEWIS	BOARD MEMBER	4.00	Director	$0	$0	$0
N/A	BOARD MEMBER	4.00	Director	$0	$0	$0
MARY FRANCES COLEMAN	BOARD MEMBER	4.00	Director	$0	$0	$0
ALSTON JOHNSON	BOARD MEMBER	4.00	Director	$0	$0	$0
LISA HARGROVE	BOARD MEMBER	4.00	Director	$0	$0	$0
DR RAYMOND HICKS	BOARD MEMBER	4.00	Director	$0	$0	$0
CLAIRE SEVIER	BOARD MEMBER	4.00	Director	$0	$0	$0
KELVIN LEWIS	BOARD MEMBER	4.00	Director	$0	$0	$0
MICHELE QPETERSON	BOARD MEMBER	4.00	Director	$0	$0	$0
CAROLINE COBB	BOARD MEMBER	4.00	Director	$0	$0	$0
CHRIS HORNE	DIRECTOR OF	40.00	Highest	$123,194	$4,975	$128,169
JOEL R DAVIDSON	CHIEF OPERAT	40.00	Highest	$112,447	$2,887	$115,334
KELLY ROUSE	DIR OF COMMU	40.00	Highest	$127,364	$2,832	$130,196
MARTHA HAMMOCK	DIR RESIDENT	40.00	Highest	$105,534	$4,015	$109,549
MARY LOFTUS	DIRECTOR OF	40.00	Highest	$103,779	$11,692	$115,471

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	$23,411,905	$20,180,795	$16,837,649	$3,231,110
2024	$20,349,767	$19,575,561	$11,622,353	$774,206
2023	$20,513,349	$19,269,915	$11,771,036	$1,243,434
2022	$17,564,832	$18,475,656	$11,241,322	$-910,824
2021	$18,384,727	$16,665,059	$10,678,047	$1,719,668
2020	$17,064,461	$16,915,489	$12,154,506	$148,972
2019	$15,852,356	$15,683,855	$9,852,139	$168,501
2018	$14,976,778	$14,383,973	$9,838,149	$592,805

HOLY ANGELS RESIDENTIAL FACILITY I