OUR LADY OF LOURDES HOSPITALITY NORTH AM (EIN 760721842) - 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

2003

Legal Domicile

Principal Officer

BELEN TAN

Phone

3154760026

Tax Period

2024-01-01 to 2024-12-31

OUR LADY OF LOURDES HOSPITALITY NORTH AM, founded in 2003, is a community nonprofit in the Religion sector that reported $1.7M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 10% surplus.

Mission

TO SERVE THE SICK AND SUFFERING AT LOURDES AND AT HOME FOLLOWING THE LOVING EXAMPLE OF ST. BERNADETTE IN SIMPLICITY, HUMILITY AND OBEDIENCE.

🔒

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 $793,042

Program Service Revenue $854,854

Investment Income $816

Other Revenue $21,589

TOTAL REVENUE $1,670,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $349,725

Fundraising Expenses $12,189

Program Expenses $1,360,000

Other Expenses $1,148,132

TOTAL EXPENSES $1,497,857

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,670,301	$1,614,803	+0.0%
Expenses	$1,497,857	$1,390,097	+0.1%
Net Income	$172,444	$224,706	-0.2%

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

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

$63,521

Total Directors

$63,521

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLENE WATKINS	FOUNDRESS	40.00	Officer Director	$0	$0	$0
TERESA LEWIS	VICE PRESIDENT	24.00	Officer Director	$0	$0	$0
ERIKA VINCENT	EXECUTIVE DIRECTOR	40.00	Officer Director	$58,256	$5,265	$63,521
DR BELEN TAN	TREASURER	20.00	Officer Director	$0	$0	$0
EDWIN ROJAS	DIRECTOR	5.00	Director	$0	$0	$0
CHARO ROJAS	DIRECTOR	4.00	Director	$0	$0	$0
MAJEL BRADEN	DIRECTOR	4.00	Director	$0	$0	$0
JAMES BARTON	DIRECTOR	20.00	Director	$0	$0	$0
PAMELA BARTON	DIRECTOR	20.00	Director	$0	$0	$0
DR LINDA SATTERLEE	DIRECTOR	4.00	Director	$0	$0	$0
JAMES KERNELL	SECRETARY	4.50	Officer Director	$0	$0	$0
BARRY VAUGHN	PRESIDENT	20.00	Officer Director	$0	$0	$0
NANCY PEASE	DIRECTOR	2.00	Officer Director	$0	$0	$0
THERESA STINER	DIRECTOR	4.00	Director	$0	$0	$0
BRIAN PATRICK POLK	DIRECTOR	1.00	Director	$0	$0	$0
MELINDE NENE	DIRECTOR	10.00	Director	$0	$0	$0
KATHY SCHULZ	DIRECTOR	4.00	Director	$0	$0	$0
TONJA KERNELL	DIRECTOR	4.00	Director	$0	$0	$0
DAVID BARTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HYDE	SPIRITUAL DIRECTOR	4.00	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	$1,670,301	$1,497,857	$1,192,923	$172,444
2023	$1,614,803	$1,390,097	$1,087,056	$224,706
2022	$709,218	$806,281	$942,064	$-97,063
2021	$697,047	$632,535	$1,009,161	$64,512
2020	$632,553	$588,091	$1,014,075	$44,462
2019	$1,165,001	$1,172,335	$1,032,165	$-7,334
2018	$1,306,320	$1,129,601	$958,960	$176,719

OUR LADY OF LOURDES HOSPITALITY NORTH AM