MT ROSE HEALTH CENTER PALLIATIVE CARE AND HOSPICE INC (EIN 812196206) - 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

2016

Legal Domicile

Principal Officer

VALERIE BORSA

Phone

7196802677

Tax Period

2023-01-01 to 2023-12-31

MT ROSE HEALTH CENTER PALLIATIVE CARE AND HOSPICE INC, founded in 2016, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 8% surplus.

Mission

A LOCALLY BASED TEAM OF PROFESSIONALS DEDICATED TO PROVIDING COMPASSIONATE AND RESPECTFUL PATIENT-CENTERED 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 (2023)

Revenue Breakdown

Contributions & Grants $2,198

Program Service Revenue $1,534,917

Investment Income $0

Other Revenue $1,223

TOTAL REVENUE $1,538,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $815,408

Fundraising Expenses $0

Program Expenses $997,919

Other Expenses $587,185

TOTAL EXPENSES $1,408,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,538,338	$1,211,560	+0.3%
Expenses	$1,408,470	$1,259,303	+0.1%
Net Income	$129,868	$-47,743	-3.7%

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

N/A

Employees

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

$125,119

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE BUENO	Vice President	40.00	Director	$102,019	$0	$102,019
VALERIE BORSA	President	40.00	Director	$23,100	$0	$23,100
MARGARET HAMLIN	Secretary	0.00	Director	$0	$0	$0
SANDY DOLAK	Treasurer	0.00	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
2024	No data	No data	No data	No data
2023	$1,538,338	$1,408,470	$105,456	$129,868
2022	$1,211,560	$1,259,303	$123,768	$-47,743
2021	$1,259,247	$1,180,336	$538,115	$78,911
2020	$1,180,831	$1,024,314	$310,606	$156,517
2019	$731,469	$660,478	$47,367	$70,991

MT ROSE HEALTH CENTER PALLIATIVE CARE AND HOSPICE INC