OSUMOUNT CARMEL HEALTH ALLIANCE (EIN 311654603) - 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

1999

Legal Domicile

Principal Officer

TAUANA MCDONALD

Phone

6145464300

Tax Period

2023-01-01 to 2023-12-31

OSUMOUNT CARMEL HEALTH ALLIANCE, founded in 1999, is a community nonprofit in the Health Care sector that reported $2.0M in total revenue in fiscal year 2023.

Mission

TO OPERATE A COOPERATIVE HEALTH CARE DELIVERY SYSTEM

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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 $0

Program Service Revenue $2,048,002

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,048,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,048,002	N/A	N/A
Expenses	N/A	$425,375	-1.0%
Net Income	N/A	$-425,375	N/A

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

$779,501

Total Directors

$5,779,973

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAY ANDERSON	TRUSTEE	2.00	Director	$0	$179,969	$1,812,113
LORRAINE LUTTON	TRUSTEE	2.00	Director	$0	$298,936	$1,722,036
TAUANA MCDONALD	TRUSTEE; CHAIR	2.00	Officer Director	$0	$66,232	$779,501
MICHAEL MORAN	TRUSTEE	2.00	Director	$0	$94,333	$570,710
PATRICK ROBERTSON	TRUSTEE	2.00	Director	$0	$91,638	$538,641
THOMAS BLINCOE	TRUSTEE	2.00	Director	$0	$61,414	$356,972

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	$2,048,002	No data	$23,494,434	No data
2022	No data	$425,375	$21,446,432	No data
2021	$5,999,009	No data	$21,871,807	No data
2020	$2,977,540	$229	$15,872,798	$2,977,311
2019	$818,028	$436	$12,919,841	$817,592
2018	$-165,127	$741	$12,102,249	$-165,868

OSUMOUNT CARMEL HEALTH ALLIANCE