CAROLINE HOUSE INC (EIN 061455101) - 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

1996

Legal Domicile

Principal Officer

HELEN RAMOS PAIZ

Phone

2033340640

Tax Period

2023-07-01 to 2024-06-30

CAROLINE HOUSE INC, founded in 1996, is a small nonprofit that reported $567K in total revenue in fiscal year 2023.

Mission

TO ENABLE WOMEN AND CHILDREN TO REACH THEIR POTENTIAL THROUGH EDUCATION AND LIFE SKILLS.

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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 $509,624

Program Service Revenue $0

Investment Income $9,778

Other Revenue $48,049

TOTAL REVENUE $567,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,051

Fundraising Expenses $23,252

Program Expenses $477,102

Other Expenses $267,359

TOTAL EXPENSES $555,410

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,451	$590,905	0.0%
Expenses	$555,410	$555,287	+0.0%
Net Income	$12,041	$35,618	-0.7%

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

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

$91,200

Total Directors

$91,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY DOOLEY SSND	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARY ANN BARNEY	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIELLE BALEEIRO	DIRECTOR	1.00	Director	$0	$0	$0
HELEN RAMOS PAIZ	EXECUTIVE DIRECTOR	40.00	Officer Director	$91,200	$0	$91,200
VICTOR M FERRANTE	DIRECTOR	1.00	Director	$0	$0	$0
JANET FISHER	DIRECTOR	1.00	Director	$0	$0	$0
PAT HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA MCCAFFREY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MUGHAL	DIRECTOR	1.00	Director	$0	$0	$0
PAT PATUSKY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN QUINN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY WOOLF	DIRECTOR	1.00	Director	$0	$0	$0
TIM YATES	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$567,451	$555,410	$669,897	$12,041
2023	$590,905	$555,287	$624,890	$35,618
2022	$444,513	$525,650	$588,269	$-81,137
2021	$660,458	$525,682	$670,577	$134,776
2020	$583,737	$602,929	$620,915	$-19,192
2019	$564,913	$635,677	$572,762	$-70,764

CAROLINE HOUSE INC