THE URSULINE CENTER OF TOLEDO (EIN 821561145) - 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

2017

Legal Domicile

Principal Officer

SISTER SANDRA SHERMAN

Phone

4195363535

Tax Period

2021-12-31 to 2022-10-31

THE URSULINE CENTER OF TOLEDO, founded in 2017, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2021. Revenue surged 475% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.7M, a strong 90% operating margin.

Mission

THE CENTER MAINTAINS AND OPERATES A LICENSED NURSING HOME FOR THE CARE OF RELIGIOUS ORDER MEMBERS, CLERGY, AND IMMEDIATE FAMILY MEMBERS OF THE SISTERS OF URSULINE CONVENT OF THE SACRED HEART AND THE SISTERS' LAY ASSOCIATES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,961,223

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,961,223

Expense Breakdown

Grants Paid $289,046

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,046

Other Expenses $0

TOTAL EXPENSES $289,046

Year-over-Year Comparison

	2021	2020	Change
Revenue	$2,961,223	$514,816	+4.8%
Expenses	$289,046	$1,593,232	-0.8%
Net Income	$2,672,177	$-1,078,416	-3.5%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERENCE MAMBORT	CHAIRMAN	0.20	Officer Director	$0	$0	$0
SR BERNARDA BREIDENBACH	SECRETARY	0.20	Officer Director	$0	$0	$0
SR JOY GRAY	TREASURER	0.20	Officer Director	$0	$0	$0
SR SANDRA SHERMAN	PRESIDENT	0.20	Officer Director	$0	$0	$0
JENI BELT	MEMBER	0.20	Director	$0	$0	$0
TARA O'ROURKE	MEMBER	0.20	Director	$0	$0	$0
SR JANET HAY OSF	MEMBER	0.20	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
2022	$2,961,223	$289,046	No data	$2,672,177
2021	$514,816	$1,593,232	$289,046	$-1,078,416
2020	$2,169,589	$2,869,849	$771,881	$-700,260
2019	$2,079,940	$2,901,557	$776,055	$-821,617
2018	$2,072,202	$2,945,264	$1,125,149	$-873,062

THE URSULINE CENTER OF TOLEDO