CAROLINE HOSPICE FOUNDATION INC (EIN 521398789) - 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

1985

Legal Domicile

Principal Officer

DAVID WHALEY

Phone

4104793500

Tax Period

2023-01-01 to 2023-12-31

CAROLINE HOSPICE FOUNDATION INC, founded in 1985, is a micro nonprofit that reported $29K in total revenue in fiscal year 2023. Revenue surged 277% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 96% operating margin.

Mission

PROVIDE PALLIATIVE AND SUPPORTIVE CARE FOR PATIENTS AND THEIR FAMILIES LIVING WITH A TERMINAL ILLNESS DURING ILLNESS AND THE DYING PROCESS.

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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 $5,020

Program Service Revenue $0

Investment Income $24,297

Other Revenue $0

TOTAL REVENUE $29,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,180

TOTAL EXPENSES $1,180

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,317	$7,781	+2.8%
Expenses	$1,180	$2,527	-0.5%
Net Income	$28,137	$5,254	+4.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA HARRIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVE WHALEY	TREASURER	2.00	Officer Director	$0	$0	$0
AL TURNER	DIRECTOR	1.00	Director	$0	$0	$0
WALTER PALMER	DIRECTOR	1.00	Director	$0	$0	$0
BETTY BALLAS	SECRETARY	2.00	Officer Director	$0	$0	$0
MARGIE CALVELLO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKIE PHILLIPS	DIRECTOR	1.00	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
2023	$29,317	$1,180	No data	$28,137
2022	$7,781	$2,527	$320,690	$5,254
2021	$120,968	$1,104	$335,451	$119,864
2020	$2,229	$2,972	$221,594	$-743
2019	$-75,610	$13,038	$220,396	$-88,648
2018	$101,939	$240,748	$310,381	$-138,809

CAROLINE HOSPICE FOUNDATION INC