Sisters of Mary of the Presentation Long Term Care (EIN 752999939) - 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

2002

Legal Domicile

Principal Officer

James T Kennelly

Phone

7012379290

Tax Period

2023-10-01 to 2024-09-30

Sisters of Mary of the Presentation Long Term Care, founded in 2002, is a mid-sized nonprofit in the Health Care sector that reported $80.7M in total revenue in fiscal year 2023. Expenses of $74.8M left a modest 7% surplus.

Mission

To provide extended care and medically related services

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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 $212,050

Program Service Revenue $79,770,136

Investment Income $736,178

Other Revenue $4,662

TOTAL REVENUE $80,723,026

Expense Breakdown

Grants Paid $3,057

Salaries & Benefits $48,806,180

Fundraising Expenses $85,088

Program Expenses $68,055,049

Other Expenses $25,998,883

TOTAL EXPENSES $74,808,120

Year-over-Year Comparison

	2023	2022	Change
Revenue	$80,723,026	$75,423,035	+0.1%
Expenses	$74,808,120	$72,224,887	+0.0%
Net Income	$5,914,906	$3,198,148	+0.8%

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

1159

Volunteers

216

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

$3,224,598

Total Directors

$2,014,818

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aaron K Alton-PresidentCEO	SMP Health until 12.31.23	17.00	Officer Director	$0	$62,845	$1,095,636
James T Kennelly-President	CEO - SMP Health as of 1.1.24	17.00	Officer Director	$0	$44,053	$263,048
Becky Hansen	Executive VP/CFO	24.00	Officer Director	$0	$77,292	$656,134
Frank Redlin	Chair	0.50	Officer Director	$0	$0	$0
Paul Carson MD	Vice Chair	0.50	Officer Director	$0	$0	$0
Lynette Schmitz	Director	0.50	Director	$0	$0	$0
Pastor David Montecuollo	Director	0.50	Director	$0	$0	$0
Sr Sharon Houle	Director	0.50	Director	$0	$0	$0
Sr Suzanne Stahl	Secretary	0.50	Officer	$0	$0	$0
Matthew Ahrndt	CEO/Admin-St. Catherine No	40.00	Officer	$0	$47,045	$292,096
Tonie Stoen	CEO/Admin - Ave Maria	40.00	Officer	$0	$29,894	$270,332
Bailyn Walz	CEO/Admin - Maryhill	40.00	Officer	$0	$21,142	$157,097
Maren Gemar	CEO/Admin - St. Raphael	40.00	Officer	$0	$34,742	$220,742
Meldine Tang	CFO - St. Catherine North/South	40.00	Officer	$0	$16,897	$269,513
Doreen Wegner	RN	40.00	Highest	$141,899	$9,853	$151,752
Debra Steckler	Finance Director	40.00	Highest	$137,904	$4,137	$142,041
Evion Douglas	RN	40.00	Highest	$135,472	$13,974	$149,446
Marie Ikoe	CAN	40.00	Highest	$119,934	$21,016	$140,950
Teresa Widmer	Director of Nursing	40.00	Highest	$118,135	$29,241	$147,376

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	$80,723,026	$74,808,120	$81,148,186	$5,914,906
2023	$75,423,035	$72,224,887	$74,069,110	$3,198,148
2022	$74,952,070	$66,846,340	$70,434,421	$8,105,730
2021	$63,350,384	$61,413,123	$74,641,519	$1,937,261
2020	$62,090,973	$61,765,256	$69,136,281	$325,717
2019	$59,965,439	$59,946,771	$65,807,451	$18,668
2018	$58,431,175	$57,776,405	$66,999,575	$654,770

Sisters of Mary of the Presentation Long Term Care