Cascade Medical Advantage (EIN 814019611) - 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

2017

Legal Domicile

Principal Officer

Adam Kartman

Phone

3609271502

Tax Period

2025-01-01 to 2025-06-30

Cascade Medical Advantage, founded in 2017, is a small nonprofit in the Mental Health sector that reported $712K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $612K left a modest 14% surplus.

Mission

To provide medical treatment for opiate use disorders.

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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 $338,477

Program Service Revenue $247,703

Investment Income $125,443

Other Revenue $98

TOTAL REVENUE $711,721

Expense Breakdown

Grants Paid $13,198

Salaries & Benefits $259,155

Fundraising Expenses $0

Program Expenses $571,107

Other Expenses $339,638

TOTAL EXPENSES $611,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$711,721	$465,672	+0.5%
Expenses	$611,991	$636,095	0.0%
Net Income	$99,730	$-170,423	-1.6%

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

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

$21,164

Total Directors

$33,879

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adam Kartman	President	8.00	Officer Director	$21,076	$0	$21,076
Ken Bachenberg	Vice President	1.00	Officer Director	$0	$0	$0
Jon Ransom	Treasurer	1.00	Officer Director	$88	$0	$88
Bill Lombard	Governor	1.00	Director	$0	$0	$0
Greg Stern	Governor	1.00	Director	$0	$0	$0
Martha Gillham	Governor	5.00	Director	$12,715	$0	$12,715

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	$711,721	$611,991	$1,676,658	$99,730
2024	$465,672	$636,095	$1,623,115	$-170,423
2023	$515,094	$738,015	$1,934,097	$-222,921
2022	$1,136,290	$907,233	$2,063,541	$229,057
2021	$1,258,472	$924,617	$1,821,104	$333,855
2020	$1,222,878	$919,349	$1,609,579	$303,529
2019	$1,312,143	$968,219	$1,189,308	$343,924
2018	$945,469	$533,605	$841,899	$411,864

Cascade Medical Advantage