CADENCE OF ACADIANA INC (EIN 721455885) - 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

BRANDY MONTGOMERY

Phone

3375938899

Tax Period

2024-07-01 to 2025-06-30

CADENCE OF ACADIANA INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2024. Expenses of $5.7M left a modest 5% surplus.

Mission

TO PROVIDE CASE MANAGEMENT SERVICES TO INFANTS AND TODDLERS, INTELLECTUALLY AND DEVELOPMENTALLY DISABLED AND ELDERLY WAIVER PARTICIPANTS

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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 $0

Program Service Revenue $5,819,642

Investment Income $117,246

Other Revenue $0

TOTAL REVENUE $5,936,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,492,489

Fundraising Expenses $0

Program Expenses $4,890,092

Other Expenses $1,170,746

TOTAL EXPENSES $5,663,235

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,936,888	$5,860,702	+0.0%
Expenses	$5,663,235	$5,258,707	+0.1%
Net Income	$273,653	$601,995	-0.5%

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

119

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

$275,043

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIZ DUHON	DIRECTOR	0.00	Director	$0	$0	$0
JONAS LOWERY	SECRETARY	0.00	Officer Director	$0	$0	$0
BRANDY MONTGOMERY	CHAIRMAN	0.00	Officer Director	$0	$0	$0
MIKE HEFNER	DIRECTOR	0.00	Director	$0	$0	$0
ERICA BUCHANAN	EXECUTIVE DIRECTOR	40.00	Officer	$265,324	$9,719	$275,043

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	$5,936,888	$5,663,235	$6,310,273	$273,653
2024	No data	No data	No data	No data
2023	$5,679,875	$4,629,254	$5,683,669	$1,050,621
2022	$3,808,810	$3,566,089	$3,516,571	$242,721
2021	$4,039,021	$3,307,696	$3,245,651	$731,325
2020	$4,185,458	$3,892,496	$2,503,548	$292,962
2019	$4,198,584	$4,180,965	$2,427,270	$17,619
2018	$3,874,274	$3,990,751	$2,508,160	$-116,477

CADENCE OF ACADIANA INC