BETTY TALMADGE ADAMS CHARITABLE ASSOCIATION INC (EIN 874831057) - 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

2021

Legal Domicile

Principal Officer

LISA MORRISS CALDWELL

Phone

2146165678

Tax Period

2023-01-01 to 2023-12-31

BETTY TALMADGE ADAMS CHARITABLE ASSOCIATION INC, founded in 2021, is a small nonprofit in the Human Services sector that reported $115K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $113K, a strong 98% operating margin.

Mission

TO BENEFIT CHARITABLE PURPOSES INCLUDING BENEFFITTING THE ADAMS FAMILY CEMETARY, OTHER NON-PROFIT CEMETARY ASSOCIATIONS, CHURCHES, HISTORIC PRESERVATION, SCHOOLS AND EDUCATIONAL ORGANIZATIONS.

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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 $100,000

Program Service Revenue $0

Investment Income $15,326

Other Revenue $0

TOTAL REVENUE $115,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,430

Other Expenses $2,430

TOTAL EXPENSES $2,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,326	$203,182	-0.4%
Expenses	$2,430	$3,155	-0.2%
Net Income	$112,896	$200,027	-0.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES ALAN ADAMS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN ANDREW ADAMS	2ND VICE PRE	N/A	Officer Director	$0	$0	$0
SAMUEL MOORE ADAMS	PRESIDENT	N/A	Officer Director	$0	$0	$0
LISA MORRISS CALDWELL	SECRETARY TR	N/A	Officer 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
2023	$115,326	$2,430	$322,677	$112,896
2022	$203,182	$3,155	$193,933	$200,027

BETTY TALMADGE ADAMS CHARITABLE ASSOCIATION INC