Box 7.2.3 (original)

This folder contains the report titled "Projections and Financial Analysis 1997" authored by Loretta Fernandez, RSM, along with related correspondence. It also includes the document "Actuarial Analysis by Fernandez 1997," dated January 2, 1991.

This folder contains the report titled "Projections and Financial Analysis 2001" authored by Loretta Fernandez, RSM, along with related correspondence. It includes detailed actuarial analysis conducted by Fernandez in 2001, providing insights into financial projections and assessments relevant to the period.

This folder contains census projection data for female religious populations from 2002 to 2046, based on the William M. Mercer Mortality Table. The projections start from the base year December 31, 2002, and include detailed demographic analyses spanning from 1997 to 2001.

This folder contains the report titled "Committee For Community Needs 1979," which focuses on community needs related to retirement. The document was compiled in January 2001 and provides insights into the committee's findings and recommendations concerning retirement issues within the community.

This folder contains the minutes and related documents from the Finance Committee Task Force for the years 1986-1987, with the documents dated December 31, 2002.

This folder contains correspondence related to the Finance Consultation Task Force from 1994 to 1998.

This folder contains correspondence and survey data related to the Servants of Mary for the years 1984, 1985, 1987, and 1989, as well as the NRRO Retirement Needs Analysis covering the period from 1984 to 1989.

This folder contains the Retirement Needs Analysis documents for the years 1990 through 2000, with missing data for 1992, 1997, 1999, and 2000. It includes verification eligibility forms and correspondence related to the analysis. Additionally, there is a Tri-Conference survey from 1993.

This folder contains the Retirement Needs Analysis documents for the years 2001 onward, including correspondence regarding the return of $38,218.41 to NRRO in June 2004. It also includes historical data from the years 1984, 1985, 1987, and 1989 related to retirement planning and financial assessments.

This folder contains the "Retirement Housing Proposal 1991," which outlines plans for constructing retirement housing for Sisters at Addolorata Villa. It includes detailed guidelines on retirement, a comprehensive questionnaire, and related documentation spanning the years 1990 to 2000.