CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF KENTUCKY (EIN 475065015) - 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

2015

Legal Domicile

Principal Officer

SISTER M FRANCIS T SCULLY

Phone

5026830227

Tax Period

2024-01-01 to 2024-12-31

CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF KENTUCKY, founded in 2015, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $7.7M left a modest 6% surplus.

Mission

CARE OF NURSING HOME RESIDENTS RESIDENTIAL AND INFIRMARY LEVELS OF CARE

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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 $1,121,096

Program Service Revenue $7,017,493

Investment Income $10,043

Other Revenue $0

TOTAL REVENUE $8,148,632

Expense Breakdown

Grants Paid $17,400

Salaries & Benefits $4,862,155

Fundraising Expenses $0

Program Expenses $6,902,464

Other Expenses $2,806,813

TOTAL EXPENSES $7,686,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,148,632	$6,824,873	+0.2%
Expenses	$7,686,368	$7,242,591	+0.1%
Net Income	$462,264	$-417,718	-2.1%

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

170

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 MARY MICHAEL REISS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SR M BENEDICTA HUERTA	PRESIDENT	5.00	Officer Director	$0	$0	$0
SR MARIA CARMELITA NAVARRO	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
SR M LONGINA CAOUETTE	SECRETARY/TREASURER	1.00	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	$8,148,632	$7,686,368	$7,503,531	$462,264
2023	$6,824,873	$7,242,591	$7,187,615	$-417,718
2022	$6,561,121	$7,062,814	$7,608,431	$-501,693
2021	$6,876,470	$6,610,428	$8,052,553	$266,042
2020	$6,861,255	$6,694,479	$8,183,574	$166,776
2019	$5,916,088	$6,444,171	$7,759,003	$-528,083
2018	$5,732,467	$6,110,075	$8,294,298	$-377,608

CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF KENTUCKY