CalvertHealth Auxiliary Inc (EIN 520808236) - 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

1923

Legal Domicile

Principal Officer

Elizabeth Chandlee

Phone

4105354400

Tax Period

2024-07-01 to 2025-06-30

CalvertHealth Auxiliary Inc, founded in 1923, is a small nonprofit in the Health Care sector that reported $115K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

To support CalvertHealth Medical Center and the CalvertHealth Sheldon E Goldberg Center for Breast 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 $0

Program Service Revenue $76,157

Investment Income $0

Other Revenue $38,829

TOTAL REVENUE $114,986

Expense Breakdown

Grants Paid $95,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,000

Other Expenses $23,079

TOTAL EXPENSES $118,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$114,986	$129,653	-0.1%
Expenses	$118,079	$127,320	-0.1%
Net Income	$-3,093	$2,333	-2.3%

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

N/A

Volunteers

200

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
Lisa Harford	President	18.00	Director	$0	$0	$0
Gail Harkins	Vice President	5.00	Director	$0	$0	$0
Lisa Rich	Secretary	5.00	Director	$0	$0	$0
Jeffrey Walker	Treasurer	18.00	Director	$0	$0	$0
Elizabeth Chandlee	Executive Director	18.00		$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
2025	$114,986	$118,079	$2,573	$-3,093
2024	$129,653	$127,320	$5,666	$2,333
2023	$100,041	$104,427	$3,333	$-4,386
2022	$89,049	$89,124	$2,477	$-75
2021	$83,753	$84,719	$2,552	$-966
2020	$85,347	$83,632	$5,028	$1,715
2019	$88,050	$131,014	$3,313	$-42,964

CalvertHealth Auxiliary Inc