LOS ALAMOS RETIREMENT COMMUNITY INC (EIN 850286440) - 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

1976

Legal Domicile

Principal Officer

BETTY SCHERRER

Phone

5056624300

Tax Period

2024-01-01 to 2024-12-31

LOS ALAMOS RETIREMENT COMMUNITY INC, founded in 1976, is a small nonprofit that reported $435K in total revenue in fiscal year 2024. Revenue fell 97% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $279K, a strong 64% operating margin.

Mission

TO PROVIDE FACILITIES AND SERVICES FOR THE ACCOMODATIONS OF RETIRED PERSONS, ELDERLY PERSONS, AND CONVALESCENT PERSONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $184,098

Investment Income $397

Other Revenue $250,656

TOTAL REVENUE $435,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $779

Fundraising Expenses $0

Program Expenses $156,102

Other Expenses $155,323

TOTAL EXPENSES $156,102

Year-over-Year Comparison

	2024	2023	Change
Revenue	$435,151	$13,154,241	-1.0%
Expenses	$156,102	$12,483,159	-1.0%
Net Income	$279,049	$671,082	-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

N/A

Volunteers

N/A

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
BETTY SCHERRER	PRESIDENT	5.00	Officer Director	$0	$0	$0
SUSAN WATKINS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JODY BENSON	SECRETARY	5.00	Officer Director	$0	$0	$0
DAVID HAMPTON	TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL HOSKINS	MANAGEMENT COMPANY	40.00	Officer	$0	$0	$0
JEREMY MARTIN	MANAGEMENT COMPANY	40.00	Officer	$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
2025	No data	No data	No data	No data
2024	$435,151	$156,102	$108,021	$279,049
2023	$13,154,241	$12,483,159	$1,777,059	$671,082
2022	$12,003,605	$12,783,415	$9,468,824	$-779,810
2021	$11,050,149	$10,777,888	$9,586,285	$272,261
2020	$10,285,382	$10,132,297	$9,548,883	$153,085
2019	$9,606,444	$9,697,274	$9,447,170	$-90,830
2018	$8,862,193	$9,112,444	$9,189,571	$-250,251

LOS ALAMOS RETIREMENT COMMUNITY INC