ENHABIT CARES FKA ENCOMPASS CARES (EIN 260755484) - 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

2008

Legal Domicile

Principal Officer

JULIE JOLLEY

Phone

2142396500

Tax Period

2023-01-01 to 2023-12-31

ENHABIT CARES FKA ENCOMPASS CARES, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $702K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.0M exceeded revenue, resulting in a 49% operating deficit.

Mission

ENHABIT CARES SUPPORTS MEDICAL MISSIONS FOR NEEDY OR UNDERSERVED POPULATIONS OF THE WORLD, PROVIDES DOMESTIC COMMUNITY ASSISTANCE TO THE ELDERLY, EMPLOYEE EMERGENCY RELIEF THROUGH GRANTS FOR LOSSES FROM NATURAL DISASTERS OR FAMILY EMERGENCIES.

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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 $701,511

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $701,511

Expense Breakdown

Grants Paid $1,027,740

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,027,740

Other Expenses $19,803

TOTAL EXPENSES $1,047,543

Year-over-Year Comparison

	2023	2022	Change
Revenue	$701,511	$774,693	-0.1%
Expenses	$1,047,543	$1,042,355	+0.0%
Net Income	$-346,032	$-267,662	+0.3%

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

N/A

Employees

N/A

Volunteers

150

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE JOLLEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
CRISSY CARLISLE	CHIEF FINANCIAL OFFICER	2.00	Officer Director	$0	$0	$0
DYLAN BLACK	SECRETARY	2.00	Officer	$0	$0	$0
SARAH BRALEY	ASSISTANT SECRETARY	2.00	Officer	$0	$0	$0
BARBARA JACOBSMEYER	CHIEF EXECUTIVE OFFICER	2.00	Officer	$0	$0	$0
TANYA MARION	CHIEF HUMAN RESOURCES OFFICER	2.00	Officer	$0	$0	$0
SEAN RICHARDSON	CHIEF TAX OFFICER	2.00	Officer	$0	$0	$0
RONALD LANGHAM JR	VP CLINICAL EXCELLENCE & STRATEGY	2.00	Officer	$0	$0	$0
JEANNE KALVAITIS	VP HOSPICE OPERATIONS	2.00	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
2024	No data	No data	No data	No data
2023	$701,511	$1,047,543	$352,027	$-346,032
2022	$774,693	$1,042,355	$694,927	$-267,662
2021	$983,885	$902,480	$962,839	$81,405
2020	$1,004,374	$1,013,495	$929,990	$-9,121
2019	$1,000,305	$997,975	$892,550	$2,330
2018	$874,458	$1,082,874	$890,159	$-208,416

ENHABIT CARES FKA ENCOMPASS CARES