COASTAL HOSPICE (EIN 521214775) - 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

1980

Legal Domicile

Principal Officer

LORENA A LOVELY

Phone

4107428732

Tax Period

2024-07-01 to 2025-06-30

COASTAL HOSPICE, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $18.1M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

COASTAL HOSPICE PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES IN THE FOUR LOWER COUNTIES OF THE EASTERN SHORE OF MARYLAND TO INDIVIDUALS FACING LIFE-LIMITING CONDITIONS.

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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 $1,617,139

Program Service Revenue $15,976,727

Investment Income $473,631

Other Revenue $4,359

TOTAL REVENUE $18,071,856

Expense Breakdown

Grants Paid $17,316

Salaries & Benefits $13,872,878

Fundraising Expenses $529,793

Program Expenses $14,696,717

Other Expenses $5,110,490

TOTAL EXPENSES $19,000,684

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,071,856	$19,801,704	-0.1%
Expenses	$19,000,684	$19,072,406	0.0%
Net Income	$-928,828	$729,298	-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

252

Volunteers

111

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

$308,821

Total Directors

$169,519

Key Employees

$265,092

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORENA A LOVELY	PRESIDENT	40.00	Officer Director	$145,731	$23,788	$169,519
MORGAN FISHER	CHAIR	5.00	Officer Director	$0	$0	$0
RICHARD M LAWS	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
DR SHARON WASHINGTON	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
SETH A PLACE	TREASURER	5.00	Officer Director	$0	$0	$0
DR SALLY DOWLING	SECRETARY	5.00	Officer Director	$0	$0	$0
SUSAN M BOUNDS	DIRECTOR	5.00	Director	$0	$0	$0
DAVID A DYKES	DIRECTOR	5.00	Director	$0	$0	$0
ROGER L HARRELL	DIRECTOR	5.00	Director	$0	$0	$0
DR LAKEISHA L HARRIS	DIRECTOR	5.00	Director	$0	$0	$0
JASON PARKER	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT M PURCELL	DIRECTOR	5.00	Director	$0	$0	$0
DR TINA REID	DIRECTOR	5.00	Director	$0	$0	$0
ANTHONY S SARBANES	DIRECTOR	5.00	Director	$0	$0	$0
DR JAMES TRUMBLE	DIRECTOR	5.00	Director	$0	$0	$0
MARGARET M WHITTEN	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE BELANGER	CHIEF FINANCIAL OFFICER	40.00	Officer	$119,119	$20,183	$139,302
DR GHULAM WARIS	MEDICAL DIRECTOR	40.00	Key Emp	$257,469	$7,623	$265,092
HOLLY MURRAY	INTERIM CHIEF CLINICAL OFFICER	40.00	Highest	$125,218	$18,849	$144,067
NAOMI FONTAINE	REGISTERED NURSE	40.00	Highest	$120,063	$15,191	$135,254
ALI ANDREWS PATTERSON	REGISTERED NURSE	40.00	Highest	$105,037	$31,262	$136,299
KASEY MORRIS	REGISTERED NURSE	40.00	Highest	$108,236	$15,872	$124,108
DEANNA SCHLOEMER	NURSE PRACTITIONER	40.00	Highest	$118,420	$13,309	$131,729
MONICA ESCALANTE	FORMER PRESIDENT (UNTIL 06/24)	40.00		$129,231	$10,109	$139,340

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	$18,071,856	$19,000,684	$16,667,589	$-928,828
2024	$19,801,704	$19,072,406	$17,129,884	$729,298
2023	$17,966,772	$18,657,191	$18,550,718	$-690,419
2022	$15,448,893	$15,708,614	$15,835,809	$-259,721
2021	$18,108,346	$15,786,473	$16,507,297	$2,321,873
2020	$16,467,134	$16,651,341	$17,364,684	$-184,207
2019	$15,233,343	$15,407,482	$15,308,914	$-174,139

COASTAL HOSPICE