CARING ADOPTIONS (EIN 760314849) - 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

1990

Legal Domicile

Principal Officer

Jerry G Bridges

Phone

2819204300

Tax Period

2023-01-01 to 2023-12-31

CARING ADOPTIONS, founded in 1990, is a small nonprofit in the Human Services sector that reported $649K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 18% operating margin.

Mission

Full service domestic adoption services

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,632

Program Service Revenue $567,675

Investment Income $71,398

Other Revenue $-390

TOTAL REVENUE $649,315

Expense Breakdown

Grants Paid $195,313

Salaries & Benefits $214,769

Fundraising Expenses $986

Program Expenses $421,650

Other Expenses $120,599

TOTAL EXPENSES $530,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$649,315	$540,341	+0.2%
Expenses	$530,681	$557,636	0.0%
Net Income	$118,634	$-17,295	-7.9%

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

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

$76,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Warren	Executive Director	40	Officer	$76,562	$0	$76,562
Patrick Waindel	Director	1	Director	$0	$0	$0
D Brownell Wheless	Treasurer and Director	1	Officer Director	$0	$0	$0
Jerry G Bridges	Asst Treasurer and Director	1	Officer Director	$0	$0	$0
Carl W Sandlin	Secretary and Director	1	Officer Director	$0	$0	$0
Jon Beverly	President and Director	1	Officer Director	$0	$0	$0
Walter Steigerwald	Vice-President and Director	1	Officer Director	$0	$0	$0
Martine Lavinghouze	Director	1	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
2024	No data	No data	No data	No data
2023	$649,315	$530,681	$393,242	$118,634
2022	$540,341	$557,636	$407,621	$-17,295
2021	$613,903	$519,229	$374,650	$94,674
2020	$523,549	$473,407	$330,473	$50,142
2019	$683,861	$563,777	$299,367	$120,084

CARING ADOPTIONS