INCARNATE WORD RETIREMENT COMMUNITY INC (EIN 741109717) - 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

1988

Legal Domicile

Principal Officer

LE ROY FIELDS CAMPBELL

Phone

2108297561

Tax Period

2023-09-01 to 2024-08-31

INCARNATE WORD RETIREMENT COMMUNITY INC, founded in 1988, is a mid-sized nonprofit that reported $21.0M in total revenue in fiscal year 2023.

Mission

PROVIDE CARE, HOUSING, AND SERVICE WHILE OFFERING COMPASSION, COMFORT AND SPIRITUAL GROWTH.

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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 $424,050

Program Service Revenue $19,873,016

Investment Income $201,704

Other Revenue $458,421

TOTAL REVENUE $20,957,191

Expense Breakdown

Grants Paid $274,178

Salaries & Benefits $11,943,398

Fundraising Expenses $225,935

Program Expenses $17,340,950

Other Expenses $8,525,307

TOTAL EXPENSES $20,742,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,957,191	$20,530,335	+0.0%
Expenses	$20,742,883	$19,965,564	+0.0%
Net Income	$214,308	$564,771	-0.6%

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

407

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

$712,718

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARIC GARZA	TRUSTEE	1.00	Director	$0	$0	$0
DANA TERRACINA	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
DIANA BECKMANN-MENDEZ PHD	TRUSTEE	1.00	Director	$0	$0	$0
GEOFFREY CRABTREE	TREASURER	2.00	Officer Director	$0	$0	$0
HOWARD LUTZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSEPH WARD LPC LMFT	TRUSTEE	1.00	Director	$0	$0	$0
PAUL KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
RANDY VOGEL	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDY KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
SR KATHLEEN REYNOLDS CCVI	TRUSTEE (END TERM 12/23)	1.00	Director	$0	$0	$0
SR KATHLEEN COUGHLIN	TRUSTEE	1.00	Director	$0	$0	$0
SR MARGARET SNYDER CCVI	TRUSTEE	1.00	Director	$0	$0	$0
VIVIAN VANCE	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE HICKS	TRUSTEE	1.00	Director	$0	$0	$0
JANIE BARRERA	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH BLAND	COO	40.00	Officer	$131,873	$10,223	$142,096
JEANETTE EISENMENGER	COO (THRU 8/9/24)	40.00	Officer	$121,637	$9,629	$131,266
JOAN DIXON	CFO	40.00	Officer	$144,721	$3,225	$147,946
PAUL HARRISON	CEO	40.00	Officer	$279,359	$12,051	$291,410
ALMA COSME	VP OF MARKETING	40.00	Highest	$105,219	$11,788	$117,007
LYNDA JENNINGS	VP OF CLINICAL SERVICES	40.00	Highest	$129,274	$5,371	$134,645
KINGSLEY ACHONU	LVN	40.00	Highest	$101,553	$7,023	$108,576
MEREDITH WILLITIS	DIRECTOR OF NURSING	40.00	Highest	$111,555	$6,820	$118,375

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	$20,957,191	$20,742,883	$10,392,861	$214,308
2023	$20,530,335	$19,965,564	$10,055,410	$564,771
2022	$20,945,259	$19,912,576	$9,394,597	$1,032,683
2021	$19,152,851	$19,115,880	$10,969,268	$36,971
2020	$18,631,208	$19,190,757	$10,398,157	$-559,549
2019	$18,627,943	$19,142,700	$8,970,717	$-514,757
2018	$18,688,381	$18,598,184	$10,862,024	$90,197

INCARNATE WORD RETIREMENT COMMUNITY INC