A & D CHARITABLE FOUNDATION INC (EIN 383428303) - 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

1999

Legal Domicile

Principal Officer

ROSELYN ARGYLE

Phone

9892727610

Tax Period

2024-01-01 to 2024-12-31

A & D CHARITABLE FOUNDATION INC, founded in 1999, is a mid-sized nonprofit in the Health Care sector that reported $26.4M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $24.6M left a modest 7% surplus.

Mission

The organization provides "All Inclusive Care for Elderly" under certification from federal PACE program

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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 $669,010

Program Service Revenue $25,688,913

Investment Income $220

Other Revenue $5,355

TOTAL REVENUE $26,363,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,969,369

Fundraising Expenses $0

Program Expenses $21,000,271

Other Expenses $15,637,884

TOTAL EXPENSES $24,607,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,363,498	$21,132,805	+0.2%
Expenses	$24,607,253	$22,025,232	+0.1%
Net Income	$1,756,245	$-892,427	-3.0%

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

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

$75,477

Total Directors

$75,477

Key Employees

$338,346

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSELYN ARGYLE	Chairwoman of the Board	0.15	Officer Director	$0	$0	$0
LINDA PARSON	Board Member	0.15	Director	$0	$0	$0
JODI DAVIS JD	Board Member	0.15	Director	$0	$0	$0
LYDIA RIGGERT RN	Board Member	0.15	Director	$0	$0	$0
MICHAEL ARGYLE MD	Board Member/President	40.00	Officer Director	$75,477	$0	$75,477
MOHAMMED SALEEM	Physician	40.00	Key Emp	$338,346	$0	$338,346
DAVID BENJAMIN	Director of the Program	40.00	Highest	$145,769	$0	$145,769
LAKESHIA JACKSON	Nurse Practioner	40.00	Highest	$137,507	$0	$137,507
JOSEPH CHAKO	Nurse Practioner	40.00	Highest	$147,472	$0	$147,472
AMANDA MOULTON	Pharmacist	40.00	Highest	$131,860	$0	$131,860
RACHEL SMITH	Nurse Practioner	40.00	Highest	$135,034	$0	$135,034

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
2024	$26,363,498	$24,607,253	$5,162,962	$1,756,245
2023	$21,132,805	$22,025,232	$4,269,946	$-892,427
2022	$20,294,505	$19,968,846	$4,842,158	$325,659
2021	$18,181,629	$18,771,456	$4,059,321	$-589,827
2020	$17,384,044	$15,932,551	$5,512,509	$1,451,493
2019	$12,943,631	$13,161,721	$4,101,408	$-218,090
2018	$10,551,398	$9,693,007	$4,116,120	$858,391

A & D CHARITABLE FOUNDATION INC