CARMELLA ROSE HEALTH FOUNDATION (EIN 202815662) - 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

2005

Legal Domicile

Principal Officer

VIRGINIA PATE

Phone

2166586025

Tax Period

2024-01-01 to 2024-12-31

CARMELLA ROSE HEALTH FOUNDATION, founded in 2005, is a small nonprofit in the Health Care sector that reported $332K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 50% operating margin.

Mission

CARMELLA ROSE HEALTH FOUNDATION'S MISSION IS TO POSITIVELY IMPACT OUR COMMUNITY BY CONNECTING THE UNDERSERVED POPULATION TO MEDICAL AND SOCIAL RESOURCES, ELIMINATING BARRIERS, AND HELPING INDIVIDUALS NAVIGATE THROUGH THEIR HEALTH CARE JOURNEY.

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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 $144,354

Program Service Revenue $187,798

Investment Income $0

Other Revenue $0

TOTAL REVENUE $332,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,008

Fundraising Expenses $1,187

Program Expenses $156,164

Other Expenses $17,266

TOTAL EXPENSES $165,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,152	$210,164	+0.6%
Expenses	$165,274	$187,155	-0.1%
Net Income	$166,878	$23,009	+6.3%

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGINIA PATE	EXECUTIVE DI	40.00	Officer	$50,000	$0	$50,000
SIMEON BEST	EXEC BOARD M	2.00	Director	$0	$0	$0
MARQUITA ROCKAMORE MA GCDF C-CHW	EXEC BOARD C	2.00	Officer Director	$0	$0	$0
KATHLEEN EBERT VIESCA ESQ	EXEC BOARD M	2.00	Director	$0	$0	$0
BRAD LUCAS MD MBA FACOG	EXEC BOARD M	2.00	Director	$0	$0	$0
SUSAN NETH MS LSW	TREASURER	2.00	Officer Director	$0	$0	$0
RITA NAVARRO-HORWITZ RN	SECRETARY	2.00	Officer 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
2024	$332,152	$165,274	$398,584	$166,878
2023	$210,164	$187,155	$238,153	$23,009
2022	$260,626	$149,773	$221,432	$110,853
2021	$175,363	$125,905	$106,079	$49,458
2020	$141,867	$106,540	$56,621	$35,327
2019	$105,068	$109,473	$21,295	$-4,405
2018	$108,772	$116,032	$25,767	$-7,260

CARMELLA ROSE HEALTH FOUNDATION