Mt Carmel House Inc

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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

1984

Legal Domicile

Principal Officer

Rev Jack Healy

Phone

5853664949

Tax Period

2024-04-01 to 2025-03-31

Mt Carmel House Inc, founded in 1984, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $632K, a strong 45% operating margin.

Mission

Mt. Carmel House provides complete comfort care and spiritual solace including lodging, food, and other services to the terminally ill, free of charge.

Program Service Accomplishments

Program 1

Expenses: $587,551

Mt. Carmel House provides complete physical care for terminally ill residents. The house never closes except for repairs, health emergencies like the recent pandemic, or unforeseen contingencies...

Mt. Carmel House provides complete physical care for terminally ill residents. The house never closes except for repairs, health emergencies like the recent pandemic, or unforeseen contingencies. Services are provided 24 hours a day, 7 days a week, 52 weeks of the year. Mt. Carmel House provides significant financial benefit to the Rochester community. The program is supported through contributions and investment 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 $976,519

Program Service Revenue $0

Investment Income $434,472

Other Revenue $0

TOTAL REVENUE $1,410,991

Expense Breakdown

Grants Paid $226,500

Salaries & Benefits $342,503

Fundraising Expenses $12,730

Program Expenses $587,551

Other Expenses $209,560

TOTAL EXPENSES $778,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,410,991	$718,577	+1.0%
Expenses	$778,563	$559,975	+0.4%
Net Income	$632,428	$158,602	+3.0%

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

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

$78,646

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pamela Brady RN	Member	0.60	Director	$0	$0	$0
Matthew Indiano	Member	0.60	Director	$0	$0	$0
Rev Jack Healy OCarm	President/Treasurer	4.00	Officer Director	$0	$0	$0
Timothy Woodlock MD	Vice President	0.60	Officer Director	$0	$0	$0
Julie Schwetz	Secretary	4.00	Officer Director	$0	$0	$0
Paul V Petronello	Member	0.60	Director	$0	$0	$0
Thomas Carrol1 MD	Member	0.60	Director	$0	$0	$0
John Refermat Atty	Member	0.60	Director	$0	$0	$0
Barbara Surash	Member	0.60	Director	$0	$0	$0
Lauren Garland	Director (through 6/24)	40.00	Officer	$36,252	$3,092	$39,344
Rachel Sargent	Director (beg. 6/24 through 3/25)	40.00	Officer	$39,302	$0	$39,302
Erica Pavicic	Nursing Director (beg. end of 3/25)	40.00	Officer	$0	$0	$0
Katherine Grossmann	Admin Director (beg. end of 3/25)	40.00	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	$1,410,991	$778,563	$11,920,165	$632,428
2024	$718,577	$559,975	$11,200,071	$158,602
2023	$92,665	$294,988	$10,293,348	$-202,323
2022	$1,243,801	$275,833	$10,885,264	$967,968
2021	$522,259	$336,283	$10,787,370	$185,976
2020	$714,942	$416,438	$8,590,746	$298,504
2019	$2,592,246	$270,323	$9,101,962	$2,321,923