IMMACULATE HEART OF MARY COUNSELING CENTER (EIN 923996520) - 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

2023

Legal Domicile

Principal Officer

COURTNEY MILLER

Phone

4024891834

Tax Period

2024-07-01 to 2025-06-30

IMMACULATE HEART OF MARY COUNSELING CENTER, founded in 2023, is a community nonprofit in the Mental Health sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 8% surplus.

Mission

PROVIDE THE HIGHEST STANDARD OF PSYCHOLOGICAL SERVICES IN AN ENVIRONMENT THAT RESPECTS THE PSYCHOLOGICAL AND SPIRITUAL NEEDS OF ITS CLIENTELE.

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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 $117,503

Program Service Revenue $1,850,477

Investment Income $6,878

Other Revenue $0

TOTAL REVENUE $1,974,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $988,096

Fundraising Expenses $0

Program Expenses $1,435,463

Other Expenses $832,180

TOTAL EXPENSES $1,820,276

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,974,858	$1,308,955	+0.5%
Expenses	$1,820,276	$1,213,264	+0.5%
Net Income	$154,582	$95,691	+0.6%

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

$125,061

Total Directors

$254,908

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FR JOSEPH WALSH	TREASURER	3.00	Officer Director	$0	$0	$0
JAN FRAYSER	SECRETARY	3.00	Officer Director	$0	$0	$0
ARTHUR GRINSTEAD	DIRECTOR	3.00	Director	$0	$0	$0
PETER MARTIN	DIRECTOR	3.00	Director	$124,521	$5,326	$129,847
COURTNEY MILLER	PRESIDENT	40.00	Officer Director	$119,645	$5,416	$125,061

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	$1,974,858	$1,820,276	$299,072	$154,582
2024	$1,308,955	$1,213,264	$166,300	$95,691

IMMACULATE HEART OF MARY COUNSELING CENTER