Carmelite Sisters of the Divine Heart of Jesus of California (EIN 951996060) - 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

1938

Legal Domicile

Principal Officer

Sr Anna Maria Haycraft

Phone

3147499907

Tax Period

2022-01-01 to 2022-12-31

Carmelite Sisters of the Divine Heart of Jesus of California, founded in 1938, is a micro nonprofit that reported $94K in total revenue in fiscal year 2022. The organization ran a surplus of $64K, a strong 68% operating margin.

Mission

Provide retirement housing for the eldery from its facility.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $94,437

Other Revenue $0

TOTAL REVENUE $94,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $30,537

TOTAL EXPENSES $30,537

Year-over-Year Comparison

	2022	2021	Change
Revenue	$94,437	N/A	N/A
Expenses	$30,537	N/A	N/A
Net Income	$63,900	$0	N/A

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

N/A

Independent Members

N/A

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
Sr Anna Maria	President	40.00	Officer Director	$0	$0	$0
Sr Mary Michael	Vice President	40.00	Officer Director	$0	$0	$0
Sr M Immaculata	Director	40.00	Director	$0	$0	$0
Sr Maria Josefa Kreienkamp	Secretary/Treasurer	40.00	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
2022	$94,437	$30,537	No data	$63,900
2021	$71,531	$332,726	$6,667,513	$-261,195
2020	$97,257	$25,726	$5,851,185	$71,531
2019	$100,437	$128,639	$5,136,039	$-28,202
2018	$4,935,249	$1,262,687	$4,237,484	$3,672,562

Carmelite Sisters of the Divine Heart of Jesus of California