Civic Intelligence

Carmella Rose Health Foundation

EIN 20-2815662 • 501(c)3 • Solon, OH

Profile

The carmella rose health foundation was created to positively impact the underserved in our community by providing personalized one on one navigation services, eliminating barriers and connecting clients to available healthcare and social resources.

34194 Aurora RoadSolon, OH 44139

www.carmellarose.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$50,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

67%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$398,584

Up $160,431 (+67%) from 2023

Liabilities

Up

$2,447

Up $2,447 from 2023

Net Assets

Up

$396,137

Up $157,984 (+66%) from 2023

Revenue

Up

$332,152

Up $121,988 (+58%) from 2023

Expenses

Down

$165,274

Down $21,881 (-12%) from 2023

Net Income

Up

$166,878

Up $143,869 (+625%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $113,177Liabilities 2013: $21,759Net Assets 2013: $91,4182013Assets 2014: $160,575Liabilities 2014: $6,652Net Assets 2014: $153,9232014Assets 2015: $184,139Liabilities 2015: $2,554Net Assets 2015: $181,5852015Assets 2016: $66,977Liabilities 2016: $0Net Assets 2016: $66,9772016Assets 2017: $33,218Liabilities 2017: $258Net Assets 2017: $32,9602017Assets 2018: $25,767Liabilities 2018: $67Net Assets 2018: $25,7002018Assets 2019: $21,295Liabilities 2019: $0Net Assets 2019: $21,2952019Assets 2020: $56,621Liabilities 2020: $0Net Assets 2020: $56,6212020Assets 2021: $106,079Liabilities 2021: $0Net Assets 2021: $106,0792021Assets 2022: $221,432Liabilities 2022: $5,388Net Assets 2022: $216,0442022Assets 2023: $238,153Liabilities 2023: $0Net Assets 2023: $238,1532023Assets 2024: $398,584Liabilities 2024: $2,447Net Assets 2024: $396,1372024

Highlighted filing

2024

Assets$398,584
Liabilities$2,447
Net Assets$396,137

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2013: $77,800Expenses 2013: $77,892Net Income 2013: -$922013Revenue 2014: $279,169Expenses 2014: $216,664Net Income 2014: $62,5052014Revenue 2015: $228,456Expenses 2015: $200,794Net Income 2015: $27,6622015Revenue 2016: $65,014Expenses 2016: $169,821Net Income 2016: -$104,8072016Revenue 2017: $135,841Expenses 2017: $169,858Net Income 2017: -$34,0172017Revenue 2018: $108,772Expenses 2018: $116,032Net Income 2018: -$7,2602018Revenue 2019: $105,068Expenses 2019: $109,473Net Income 2019: -$4,4052019Revenue 2020: $141,867Expenses 2020: $106,540Net Income 2020: $35,3272020Revenue 2021: $175,363Expenses 2021: $125,905Net Income 2021: $49,4582021Revenue 2022: $260,626Expenses 2022: $149,773Net Income 2022: $110,8532022Revenue 2023: $210,164Expenses 2023: $187,155Net Income 2023: $23,0092023Revenue 2024: $332,152Expenses 2024: $165,274Net Income 2024: $166,8782024

Highlighted filing

2024

Revenue$332,152
Expenses$165,274
Net Income$166,878

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.0
Gross Receipts
$332,152
Mission and Program Overview

Mission

The carmella rose health foundation was created to positively impact the underserved in our community by providing personalized one on one navigation services, eliminating barriers and connecting clients to available healthcare and social service resources. History: carmella rose health foundation was founded in 2004 out of the desire to help patients and families navigate the healthcare system. As a nonprofit 501(c) (3) organization based in cleveland, ohio, we help people access quality medical care during their healthcare journey.

Carmella rose health foundation's mission is to positively impact our community by connecting the underserved population to medical and social resources, eliminating barriers, and helping individuals navigate through their health care journey.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$230,323$395,801▲ $165,478
Prepaid Expenses and Deferred Charges$3,485--
Accounts Receivable$4,345$1,542▼ $2,803
Inventories for Sale or Use-$1,241-
Total Assets$238,153$398,584▲ $160,431
Liabilities
Other Liabilities-$2,447-
Total Liabilities$0$2,447▲ $2,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$238,153$396,137▲ $157,984
Total Net Assets Fund Balance$238,153$396,137▲ $157,984
Total Liabilities and Net Assets / Fund Balance$238,153$398,584▲ $160,431
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Virginia PateExecutive DiFT$50,000$50,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$144,354
Program Service Revenue
$187,798
Investment Income
$0
Other Revenue
$0
All Other Contributions
$144,354
Change in Net Assets
$166,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$148,008
Other Expenses$17,266
Total Fundraising Expense$1,187
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$58,473--$58,473
Current Officers, Directors, Trustees, and Key Employees$50,000--$50,000
Payroll Taxes$36,306$1,187$1,187$38,680
Insurance-$3,482-$3,482
Office Expenses$870$1,295-$2,165
Fees for Services Accounting-$1,959-$1,959
Other Employee Benefits$855--$855
Travel$812--$812
Occupancy$688--$688
Other Expenses$100--$100
Total Functional Expenses$156,164$7,923$1,187$165,274
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
US Bank Credit Card$2,445
Business Credit Card Credit$2
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Kathleen viesca, esq virginia pate ebc ed siblings

Form 990, Page 6, Part VI, Line 11B

The board of directors is provided a copy of the federal form 990 prior to filing.

Form 990, Page 6, Part VI, Line 12C

Historically, each board member is asked to read the conflict of interest policy and submit any potential conflicts to the board president.

Form 990, Page 6, Part VI, Line 15A

The executive director salary is set by the board of directors. They use various resources such as other organizations' federal form 990s and industry standards. Consideration is also given to the limited resources of the organization.

Form 990, Page 6, Part VI, Line 19

The organization's governing docuemnts are made available upon written request.

Filing and Contact Details

Filer

Filer Name
Carmella Rose Health Foundation
EIN
20-2815662
Phone
2166586025
Address
34194 AURORA ROAD, SOLON, OH 44139

Signing Officer

Name
Virginia Pate
Title
Executive Director
Phone
2166586025
Signed
2025-04-28

Organization Details

Principal Officer
Virginia Pate
Formed
2005
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
15

Preparer

Firm
Mcmanamon & Co LLC
Address
1651 CROSSINGS PKWY D, WESTLAKE, OH 44145-1959
Preparer
Jeffrey D Firestone CPA Cva
Phone
4408928900
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Carmella rose health foundation's mission is to positively impact our community by connecting the underserved population to medical and social resources, eliminating barriers, and helping individuals navigate through their health care journey.

Form 990, Page 2, Part III, Line 4A

- since its inception in 2005, the carmella rose health foundation has been a beacon of support, tirelessly working to bridge health disparities among underserved communities. - with a dynamic approach, the foundation meets clients where they are, offering personalized care at homeless shelters, community centers, and senior centers. - evolving from patient navigators to certified community health workers, the foundation adheres to the ohio board of nursing's standards, ensuring quality and professional service. - the small but mighty team of six members, including five community health workers, demonstrates the power of dedicated individuals making a substantial impact. - engaging with approximately 1,500 clients annually, the foundation focuses on aiding the underserved with commitment and compassion. - their comprehensive services extend to the homeless, recently incarcerated, and elderly, embodying a holistic approach to community health. - the foundation assists with enrollment in essential programs like medicaid, medicare, and snap, demonstrating dedication to accessible healthcare for all. - they educate on insurance options and managed care organizations, reflecting their commitment to informed healthcare choices. - by fostering partnerships with community allies, the foundation enhances its reach, providing support across a spectrum of needs including mental, medical, dental health, housing, and employment. - their role in facilitating healthcare appointments and establishing care with primary physicians is crucial in the journey towards improved health outcomes for many.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CARMELLA ROSE HEALTH FOUNDATION'S MISSION IS TO POSITIVELY IMPACT OUR COMMUNITY BY CONNECTING THE UNDERSERVED POPULATION TO MEDICAL AND SOCIAL RESOURCES, ELIMINATING BARRIERS, AND HELPING INDIVIDUALS NAVIGATE THROUGH THEIR HEALTH CARE JOURNEY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- SINCE ITS INCEPTION IN 2005, THE CARMELLA ROSE HEALTH FOUNDATION HAS BEEN A BEACON OF SUPPORT, TIRELESSLY WORKING TO BRIDGE HEALTH DISPARITIES AMONG UNDERSERVED COMMUNITIES. - WITH A DYNAMIC APPROACH, THE FOUNDATION MEETS CLIENTS WHERE THEY ARE, OFFERING PERSONALIZED CARE AT HOMELESS SHELTERS, COMMUNITY CENTERS, AND SENIOR CENTERS. - EVOLVING FROM PATIENT NAVIGATORS TO CERTIFIED COMMUNITY HEALTH WORKERS, THE FOUNDATION ADHERES TO THE OHIO BOARD OF NURSING'S STANDARDS, ENSURING QUALITY AND PROFESSIONAL SERVICE. - THE SMALL BUT MIGHTY TEAM OF SIX MEMBERS, INCLUDING FIVE COMMUNITY HEALTH WORKERS, DEMONSTRATES THE POWER OF DEDICATED INDIVIDUALS MAKING A SUBSTANTIAL IMPACT. - ENGAGING WITH APPROXIMATELY 1,500 CLIENTS ANNUALLY, THE FOUNDATION FOCUSES ON AIDING THE UNDERSERVED WITH COMMITMENT AND COMPASSION. - THEIR COMPREHENSIVE SERVICES EXTEND TO THE HOMELESS, RECENTLY INCARCERATED, AND ELDERLY, EMBODYING A HOLISTIC APPROACH TO COMMUNITY HEALTH. - THE FOUNDATION ASSISTS WITH ENROLLMENT IN ESSENTIAL PROGRAMS LIKE MEDICAID, MEDICARE, AND SNAP, DEMONSTRATING DEDICATION TO ACCESSIBLE HEALTHCARE FOR ALL. - THEY EDUCATE ON INSURANCE OPTIONS AND MANAGED CARE ORGANIZATIONS, REFLECTING THEIR COMMITMENT TO INFORMED HEALTHCARE CHOICES. - BY FOSTERING PARTNERSHIPS WITH COMMUNITY ALLIES, THE FOUNDATION ENHANCES ITS REACH, PROVIDING SUPPORT ACROSS A SPECTRUM OF NEEDS INCLUDING MENTAL, MEDICAL, DENTAL HEALTH, HOUSING, AND EMPLOYMENT. - THEIR ROLE IN FACILITATING HEALTHCARE APPOINTMENTS AND ESTABLISHING CARE WITH PRIMARY PHYSICIANS IS CRUCIAL IN THE JOURNEY TOWARDS IMPROVED HEALTH OUTCOMES FOR MANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KATHLEEN VIESCA, ESQ VIRGINIA PATE EBC ED SIBLINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FEDERAL FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HISTORICALLY, EACH BOARD MEMBER IS ASKED TO READ THE CONFLICT OF INTEREST POLICY AND SUBMIT ANY POTENTIAL CONFLICTS TO THE BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE EXECUTIVE DIRECTOR SALARY IS SET BY THE BOARD OF DIRECTORS. THEY USE VARIOUS RESOURCES SUCH AS OTHER ORGANIZATIONS' FEDERAL FORM 990S AND INDUSTRY STANDARDS. CONSIDERATION IS ALSO GIVEN TO THE LIMITED RESOURCES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION'S GOVERNING DOCUEMNTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
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ReturnHeader/ReturnTs02025-04-30T14:50:05-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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