LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE INC (EIN 881270031) - 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

2022

Legal Domicile

Principal Officer

MICHELLE J ESSEX

Phone

2708655811

Tax Period

2023-01-01 to 2023-12-31

LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE INC, founded in 2022, is a community nonprofit in the Health Care sector that reported $9.4M in total revenue in fiscal year 2023. The organization ran a surplus of $2.0M, a strong 21% operating margin.

Mission

THE LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE IS A LICENSED LONG-TERM HEALTHCARE FACILITY FOUNDED BY THE SISTER OF LORETTO. WE PROVIDE THE HIGHEST STANDARD OF HOLISTIC CARE THAT PROMOTES COMFORT, SECURITY AND DIGNITY FOR ALL RESIDENTS IN A HOMELIKE ATMOSPHERE.

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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 $5,479,391

Program Service Revenue $3,965,957

Investment Income $2,848

Other Revenue $0

TOTAL REVENUE $9,448,196

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,342,817

Fundraising Expenses $0

Program Expenses $6,862,087

Other Expenses $1,142,562

TOTAL EXPENSES $7,485,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,448,196	N/A	N/A
Expenses	$7,485,379	N/A	N/A
Net Income	$1,962,817	N/A	N/A

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

187

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

$226,412

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA NICHOLAS SL	BOARD MEMBER	4.00	Director	$0	$0	$0
MARY MARGARET MURPHY SL	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON KASSING SL	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY MUELLER SL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY CATHERINE RABBITT SL	BOARD MEMBER	1.00	Director	$0	$0	$0
VICKI SCHWARTZ SL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE ESSEX	PRESIDENT	40.00	Officer	$123,264	$0	$123,264
BRITTANY EDELEN	SECRETARY	40.00	Officer	$103,148	$0	$103,148

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	No data	No data	No data	No data
2023	$9,448,196	$7,485,379	$2,866,142	$1,962,817
2022	No data	No data	No data	No data

LORETTO LIVING CENTER AT LORETTO MOTHERHOUSE INC