NAZARETH HOUSE OF SAN DIEGO INC (EIN 952408518) - 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

1946

Legal Domicile

Principal Officer

BARBARA-ANNE CROWLEY

Phone

6195630480

Tax Period

2024-04-01 to 2025-03-31

NAZARETH HOUSE OF SAN DIEGO INC, founded in 1946, is a mid-sized nonprofit in the Human Services sector that reported $10.8M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $9.7M left a modest 10% surplus.

Mission

THE MISSION OF THE CONGREGATION OF THE SISTERS OF NAZARETH IS TO PROVIDE FOR THE AGED AN INDEPENDENT AND RESIDENTIAL CARE LIVING OPTIONS, AS WELL AS A CARE CENTER, WITH HOME-LIKE 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 (2024)

Revenue Breakdown

Contributions & Grants $2,002,613

Program Service Revenue $8,568,147

Investment Income $194,740

Other Revenue $24,242

TOTAL REVENUE $10,789,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,896,585

Fundraising Expenses $0

Program Expenses $7,292,682

Other Expenses $4,813,145

TOTAL EXPENSES $9,709,730

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,789,742	$8,899,421	+0.2%
Expenses	$9,709,730	$9,253,544	+0.0%
Net Income	$1,080,012	$-354,123	-4.0%

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

134

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

$582,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA-ANNE CROWLEY	CEO/PRESIDEN	10.00	Officer	$0	$0	$305,915
ANNA MOLINA	REG.ADMIN SU	3.00	Highest	$0	$0	$149,325
GREG PFEUFFER	CFO/TREASURE	10.00	Officer	$0	$0	$149,000
NAYANA GOONATILAKA	DIR. OF FACI	35.00	Highest	$57,168	$0	$133,667
MILENA PETROSYAN	EXECUTIVE DI	40.00	Officer	$127,189	$0	$127,189
DAVID CANEDO	DIRECTOR	0.50	Director	$0	$0	$0
MARY PAT COOPER	DIRECTOR	3.00	Director	$0	$0	$0
CELESTINA FALETOI	AREA COUNSEL	3.00	Director	$0	$0	$0
EDWARD FANUCCHI	DIRECTOR	0.15	Director	$0	$0	$0
ROSE HOYE	CHAIRPERSON	9.00	Officer Director	$0	$0	$0
MARY ANNE MONAGHAN	GENERAL COUN	3.00	Director	$0	$0	$0
PHILOMENA MURPHY	AREA COUNSEL	1.00	Director	$0	$0	$0
CHRIS SCIBELLI	DIRECTOR	0.25	Director	$0	$0	$0
TERESA WALSH	GENERAL COUN	3.00	Director	$0	$0	$0
GERTRUDE HENNESSEY	REG. COUNSEL	3.25	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	$10,789,742	$9,709,730	$11,764,715	$1,080,012
2024	$8,899,421	$9,253,544	$10,857,008	$-354,123
2023	$8,115,753	$9,783,386	$11,254,182	$-1,667,633
2022	$6,749,666	$6,493,966	$13,443,996	$255,700
2021	$7,614,921	$7,164,149	$13,193,675	$450,772
2020	$8,132,482	$6,791,297	$12,306,260	$1,341,185
2019	$11,142,621	$6,573,159	$10,884,946	$4,569,462
2018	$7,143,390	$6,149,852	$6,193,604	$993,538

NAZARETH HOUSE OF SAN DIEGO INC