The Carmelite System INC

Tax-deductible

Germantown, NY501(c)(3)Since 1999EIN 14-1810368

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The Carmelite System, INC. Has been organized to perpetuate long-term health ministry in conformance with the theology, philosophy, teachings and doctrines of the roman catholic church, respecting and building upon the mission, philosophy and values of the Carmelite sisters for the aged & infirm.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$2.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $1.1M a year · 11% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.2M
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $18
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$9.2M
48% of total assets
Looks good: liabilities are 48% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$10.3M
-3% vs prior year
Spent
$9.8M
To programs
100%
Net assets
$10.1M
By yearFY2020–FY2024
Revenue
$10.3M
FY2024▼ -3%
Revenue by fiscal year
FY2020$5.5M
FY2021$9.6M
FY2022$11.4M
FY2023$10.6M
FY2024$10.3M
Expenses
$9.8M
FY2024▲ +33%
Expenses by fiscal year
FY2020$8.0M
FY2021$9.7M
FY2022$7.2M
FY2023$7.4M
FY2024$9.8M
Net assets
$10.1M
FY2024▲ +5%
Net assets by fiscal year
FY2020$2.3M
FY2021$2.1M
FY2022$6.3M
FY2023$9.6M
FY2024$10.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $9.8M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/ CEO
$740,589Pt VII · Sec A
$585,760Pt VII · Sec A
Vice President Hri
$248,921Pt VII · Sec A
Regional VP of Finance
$223,330Pt VII · Sec A
Sys VP Business Develop
$215,891Pt VII · Sec A
Director of Quality and Sa
$182,640Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Patricia Gathers$740,589$712,713$710,781$546,918$476,907
Paul N Macgiffert———$427,929$701,931
Karen G Reich$585,760$583,671$153,045——
Judith L Naderhoff—$219,675$330,405$296,508—
Judith Naderhoff————$289,216
Roberta a Kozlarek$248,921$261,328$244,741$185,438$170,397
Andrew Rossetti$223,330$188,676———
Naomi Prendergast$215,891————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides long-term healthcare ministry guided by Roman Catholic teachings and Carmelite values.

Provided by the organization

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1 program service account for $9.8M of program spending, described in the organization's own filed words · FY2024.
01

The carmelite system, inc., provides assistance and support services for its contracted affiliated members to promote efficient, effective, and quality long-term health care services. There are thirteen domestic contracted affiliates located in seven states and one affiliate located in ireland that provide skilled nursing, assisted…

$9.8Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$18

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$10.3M
Ln 12
Fees for servicesLn 2g$9.6M
Investment incomeLn 3$730K
Gifts and grantsLn 1h$15K
Money outPt IX
$9.8M
Ln 25
Programscol B$9.8M
Owns and owesPt X
$10.1M
net assets · Ln 32
Cash and savingsLn 1–2$6.6M
Total assetsLn 16$19.3M
LiabilitiesLn 26$9.2M
PeoplePt VI, VII
21
listed · VII A
PaidVII A6
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$15K
Fees for servicesLn 2g$9.6M
Investment incomeLn 3$730K
Gains on assetsLn 7$567K
Total revenueLn 12$10.3M
Assets in detailPt X, end of year
CashLn 1$6.6M
SavingsLn 2$0
Cash and savings togetherLn 1–2$6.6M
Land, buildings, equipmentLn 10c$520K
Other assetsLn 15$10.1M
Total assetsLn 16$19.3M
LiabilitiesLn 26$9.2M
Net assetsLn 32$10.1M
OperationsPt I, VI
EmployeesI 549
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$11.7M$6.6M
Land, buildings, equipmentLn 10c$185K$520K
Total assetsLn 16$21.3M$19.3M
LiabilitiesLn 26$11.7M$9.2M
Net assetsLn 32$9.6M$10.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$768K$768K
Other salaries and wagesLn 7$5.8M$5.8M
Pension plan contributionsLn 8$378K$378K
Other employee benefitsLn 9$155K$155K
Payroll taxesLn 10$411K$411K
Legal feesLn 11b$365K$365K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$633K$633K
Advertising and promotionLn 12$358K$358K
Office expensesLn 13$347K$347K
Information technologyLn 14$141K$141K
OccupancyLn 16$41K$41K
TravelLn 17$95K$95K
Conferences, conventions and meetingsLn 19$7K$7K
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$52K$52K
InsuranceLn 23$41K$41K
Other expenses (24a–d)Ln 24$150K$150K
All other expensesLn 24e$81K$81K
Total functional expensesLn 25$9.8M$9.8M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $10.3M$9.8M$512K$10.1M 990 PDF
FY2023 $10.6M$7.4M$3.3M$9.6M 990 PDF
FY2022 $11.4M$7.2M$4.2M$6.3M 990 PDF
FY2021 $9.6M$9.7M−$158K$2.1M 990 PDF
FY2020 $5.5M$8.0M−$2.6M$2.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $10,326,172 across 6 lines filed
VIII-1f All other contributions, gifts and grants$15,141
VIII-1h Total contributions, gifts and grants$15,141
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,580,881$9,580,881
VIII-3 Investment incomeExcluded from tax $163,188$163,188
VIII-7 Net gain or loss on sales of assetsExcluded from tax $566,962$566,962
VIII-12 Total revenueRelated to mission $9,580,881 · Unrelated business $0 · Excluded from tax $730,150$10,326,172
Part IX · Statement of functional expenses $9,813,727 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $767,669$767,669
IX-7 Other salaries and wagesPrograms $5,765,889$5,765,889
IX-8 Pension plan contributionsPrograms $377,683$377,683
IX-9 Other employee benefitsPrograms $155,416$155,416
IX-10 Payroll taxesPrograms $410,626$410,626
IX-11b Legal feesPrograms $365,457$365,457
IX-11c Accounting feesPrograms $21,512$21,512
IX-11g Other fees for servicesPrograms $633,203$633,203
IX-12 Advertising and promotionPrograms $358,472$358,472
IX-13 Office expensesPrograms $347,169$347,169
IX-14 Information technologyPrograms $140,938$140,938
IX-16 OccupancyPrograms $40,797$40,797
IX-17 TravelPrograms $94,582$94,582
IX-19 Conferences, conventions and meetingsPrograms $7,350$7,350
IX-20 InterestPrograms $2,844$2,844
IX-22 Depreciation, depletion and amortizationPrograms $51,871$51,871
IX-23 InsurancePrograms $40,826$40,826
IX-24 Other expenses (24a–d)Programs $150,195$150,195
IX-24e All other expensesPrograms $81,228$81,228
IX-25 Total functional expensesPrograms $9,813,727 · Management $0 · Fundraising $0$9,813,727
Part X · Balance sheet $19,303,487 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $11,368,511$6,609,286
X-2 Savings and temporary cash investmentsStart of year $297,634$0
X-4 Accounts receivableStart of year $289,749$556,079
X-9 Prepaid expenses and deferred chargesStart of year $1,100,908$1,511,084
X-10c Land, buildings and equipment, netStart of year $184,660$519,546
X-15 Other assetsStart of year $8,032,801$10,107,492
X-16 Total assetsStart of year $21,274,263$19,303,487
X-17 Accounts payable and accrued expensesStart of year $5,165,787$5,871,696
X-24 Unsecured notes and loans payable$46,470
X-25 Other liabilitiesStart of year $6,528,246$3,292,646
X-26 Total liabilitiesStart of year $11,694,033$9,210,812
X-27 Net assets without donor restrictionsStart of year $9,578,230$10,092,675
X-28 Net assets with donor restrictionsStart of year $2,000$0
X-32 Total net assets or fund balancesStart of year $9,580,230$10,092,675
X-33 Total liabilities and net assetsStart of year $21,274,263$19,303,487
Part XI · Reconciliation of net assets $10,092,675 net assets at year end
XI-1 Total revenue$10,326,172
XI-2 Total expenses$9,813,727
XI-3 Revenue less expenses$512,445
XI-4 Net assets at start of year$9,580,230
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,092,675

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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