CAAMD ADULT & FAMILY SERVICES INC (EIN 822552697) - 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

2016

Legal Domicile

Principal Officer

LAQUISHA LLOYD

Phone

3176677595

Tax Period

2023-01-01 to 2023-12-31

CAAMD ADULT & FAMILY SERVICES INC, founded in 2016, is a community nonprofit in the Health Care sector that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 349% from the prior year, signaling strong growth momentum. The organization ran a surplus of $582K, a strong 25% operating margin.

Mission

CAAMD PROVIDES CARE AND SERVICES FOR ELDERLY AND HANDICAPPED ADULTS, INCLUDING ADL ASSISTANCE, RESPITE CARE, TRANSPORTATION, MEDICATION MANAGEMENT AND SOCIALIZATION ACTIVITIES.

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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 $0

Program Service Revenue $2,348,632

Investment Income $11

Other Revenue $0

TOTAL REVENUE $2,348,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,589,021

Fundraising Expenses $0

Program Expenses $1,647,240

Other Expenses $178,061

TOTAL EXPENSES $1,767,082

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,348,643	$523,627	+3.5%
Expenses	$1,767,082	$369,586	+3.8%
Net Income	$581,561	$154,041	+2.8%

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

N/A

Employees

136

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

$167,700

Total Directors

$192,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAQUISHA LLOYD	EXECUTIVE DI	40.00	Officer	$167,700	$0	$167,700
DENNIS L LLOYD JR	BOARD MEMBER	40.00	Director	$90,100	$0	$90,100
ERNEST MOYE	BOARD MEMBER	40.00	Director	$55,400	$0	$55,400
CRYSTAL MOYE	BOARD MEMBER	40.00	Director	$47,150	$0	$47,150

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	$2,348,643	$1,767,082	$709,086	$581,561
2022	$523,627	$369,586	$50,327	$154,041

CAAMD ADULT & FAMILY SERVICES INC