The Camelot Society (EIN 910866842) - 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

1971

Legal Domicile

Principal Officer

Tammy Baldwin

Phone

4257712108

Tax Period

2023-01-01 to 2023-12-31

The Camelot Society, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $11.3M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 16% operating margin.

Mission

Quality services to adults with Developmental disabilities in residential settings

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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 $1,508,112

Program Service Revenue $7,711,709

Investment Income $89,595

Other Revenue $2,037,747

TOTAL REVENUE $11,347,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,680,775

Fundraising Expenses $0

Program Expenses $8,955,984

Other Expenses $882,933

TOTAL EXPENSES $9,563,708

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,347,163	$8,507,715	+0.3%
Expenses	$9,563,708	$7,953,063	+0.2%
Net Income	$1,783,455	$554,652	+2.2%

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

135

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Rozier	President/Secretary	2.00	Officer Director	$0	$0	$0
Matthew Macklin	Vice-president	2.00	Officer Director	$0	$0	$0
John Barriga	Treasurer	2.00	Officer Director	$0	$0	$0
Charles Loomis	Member	2.00	Officer Director	$0	$0	$0
Cari Benn	Advisory member	2.00	Officer Director	$0	$0	$0
Angus Macdonald	Advisory member	2.00	Officer Director	$0	$0	$0
Nancy MacDonald	Advisory member	2.00	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
2024	No data	No data	No data	No data
2023	$11,347,163	$9,563,708	$6,028,898	$1,783,455
2021	$7,998,336	$7,657,276	$3,236,815	$341,060
2020	$8,236,616	$7,822,448	$2,940,823	$414,168

The Camelot Society