Coastal Hospice Inc (EIN 873006521) - 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

2022

Legal Domicile

Principal Officer

Jamie Daugherty

Phone

7074606191

Tax Period

2025-01-01 to 2025-12-31

Coastal Hospice Inc, founded in 2022, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2025. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $766K, a strong 39% operating margin.

Mission

Provide quality compassionate holistic care to patients at home.

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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 (2025)

Revenue Breakdown

Contributions & Grants $345,731

Program Service Revenue $1,621,171

Investment Income $0

Other Revenue $1,950

TOTAL REVENUE $1,968,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $796,831

Fundraising Expenses $0

Program Expenses $341,599

Other Expenses $405,722

TOTAL EXPENSES $1,202,553

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,968,852	$1,006,848	+1.0%
Expenses	$1,202,553	$777,249	+0.5%
Net Income	$766,299	$229,599	+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

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

$283,940

Total Directors

$283,940

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jamie Daugherty	CEO	40.00	Officer Director	$234,761	$49,179	$283,940
Cecelia Swick	President	1.00	Officer Director	$0	$0	$0
Kristen Gurholt	Secretary	1.00	Officer Director	$0	$0	$0
Rosa Cimino	Treasurer	1.00	Officer Director	$0	$0	$0
Sally Newby	Director	1.00	Director	$0	$0	$0
London Manor-Petersen	Director	1.00	Director	$0	$0	$0
Veronica Spalding	Director	1.00		$0	$0	$0
Darlene Smith	Director	1.00		$0	$0	$0
Carlene Bettencourt	Secretary	1.00		$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	$1,968,852	$1,202,553	$1,756,274	$766,299
2024	$1,006,848	$777,249	$826,934	$229,599
2023	$597,785	$546,606	$532,628	$51,179

Coastal Hospice Inc