MOUNT CARMEL SENIOR HDFC (EIN 113589144) - 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

2001

Legal Domicile

Phone

7187226150

Tax Period

2024-07-01 to 2025-06-30

MOUNT CARMEL SENIOR HDFC, founded in 2001, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $259K, a strong 17% operating margin.

Mission

TO PROVIDE SAFE AND AFFORDABLE HOUSING TO ELDERLY AND DISABLED PERSONS OF LOW INCOME.

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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 $280,646

Program Service Revenue $1,198,915

Investment Income $20,108

Other Revenue $26,128

TOTAL REVENUE $1,525,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,157,697

Other Expenses $1,266,975

TOTAL EXPENSES $1,266,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,525,797	$1,180,325	+0.3%
Expenses	$1,266,975	$1,204,718	+0.1%
Net Income	$258,822	$-24,393	-11.6%

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

N/A

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

$1,307,824

Total Directors

$1,493,958

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DESIREE A JACKSON-FRYSON	SECRETARY	0.1	Officer Director	$0	$36,263	$226,655
JEANNE M DIULIO	PRESIDENT	0.2	Officer Director	$0	$26,716	$224,002
MARTIN A SUSSMAN	TREASURER	0.1	Officer Director	$0	$52,414	$203,455
MARY HURSON	VICE PRESIDENT	0.1	Officer Director	$0	$30,316	$231,378
DESIREE M BARBERIO	DIRECTOR	0.1	Director	$0	$32,755	$191,039
RICHARD SLIZESKI	DIRECTOR	0.1	Director	$0	$23,481	$199,064
SAMIRA ALIEVA	DIRECTOR	0.1	Director	$0	$40,650	$218,365
CHRISTINE D'OTTAVIO	CFO	0.2	Officer	$0	$36,759	$325,584
REV MSGR ALFRED P LOPINTO	CEO	0.2	Officer	$0	$12,769	$49,769
VERY REV PATRICK KEATING	DEPUTY CEO	0.2	Officer	$0	$1,981	$46,981

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	$1,525,797	$1,266,975	$5,267,756	$258,822
2024	$1,180,325	$1,204,718	$4,886,209	$-24,393
2023	$1,043,735	$1,231,137	$4,980,626	$-187,402
2022	$915,588	$1,107,244	$5,105,097	$-191,656
2021	$944,186	$1,026,596	$5,278,645	$-82,410
2020	$891,497	$1,030,749	$5,391,058	$-139,252
2019	$787,944	$963,170	$5,568,309	$-175,226
2018	$779,676	$986,752	$5,710,637	$-207,076

MOUNT CARMEL SENIOR HDFC