Carmelite Sisters of the Divine Heart of Jesus (EIN 430745682) - 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

1930

Legal Domicile

Principal Officer

Sr Anna Maria Haycraft

Phone

3149657616

Tax Period

2024-01-01 to 2024-12-31

Carmelite Sisters of the Divine Heart of Jesus, founded in 1930, is a mid-sized nonprofit in the Health Care sector that reported $10.6M in total revenue in fiscal year 2024. Expenses of $9.6M left a modest 9% surplus.

Mission

Impelled by the love of the Divine Heart of Jesus, we Carmelite Sisters strive to provide a home for elderly, where they can spend a quiet evening of life lighted up by peace and warmed by his heart.

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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 $1,837,805

Program Service Revenue $8,753,249

Investment Income $8

Other Revenue $-1,047

TOTAL REVENUE $10,590,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,967,648

Fundraising Expenses $129,643

Program Expenses $8,419,290

Other Expenses $3,643,642

TOTAL EXPENSES $9,611,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,590,015	$9,977,335	+0.1%
Expenses	$9,611,290	$9,222,517	+0.0%
Net Income	$978,725	$754,818	+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

Employees

249

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sr Anna Maria Haycraft	President	40.00	Officer Director	$0	$0	$0
Sr Mary Michael Reiss	Vice President	40.00	Officer Director	$0	$0	$0
Sr Mary Faustina Koenig	Vice President from 6/24/2024	40.00	Officer Director	$0	$0	$0
Sr Maria Josefa Kreienkamp	Secretary/Treasurer	40.00	Officer	$0	$0	$0
Sr Mareena Joseph	Assistant DON	40.00	Highest	$114,933	$7,441	$122,374
Sr M Immaculata Pouy	Vice President to 5/30/24	40.00		$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	$10,590,015	$9,611,290	$14,681,343	$978,725
2023	$9,977,335	$9,222,517	$14,265,074	$754,818
2022	$6,816,622	$7,696,418	$11,336,544	$-879,796
2021	$7,100,861	$7,454,096	$12,461,427	$-353,235
2020	$6,441,750	$7,975,873	$11,984,028	$-1,534,123
2019	$6,866,594	$7,507,127	$12,347,789	$-640,533
2018	$7,236,113	$7,166,580	$13,017,078	$69,533

Carmelite Sisters of the Divine Heart of Jesus