THE ARC OF GREATER HAVERHILL-NEWBURYPORT (EIN 046154794) - 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

1967

Legal Domicile

Principal Officer

LUIS BACHMAN

Phone

9783730552

Tax Period

2024-07-01 to 2025-06-30

THE ARC OF GREATER HAVERHILL-NEWBURYPORT, founded in 1967, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO ADVOCATE, EDUCATE, AND EXPLORE OPPORTUNITIES FOR PERSONAL GROWTH AND FULFILLMENT.

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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 $69,932

Program Service Revenue $6,909,801

Investment Income $6,018

Other Revenue $22,896

TOTAL REVENUE $7,008,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,616,821

Fundraising Expenses $42,460

Program Expenses $6,201,850

Other Expenses $3,315,219

TOTAL EXPENSES $6,932,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,008,647	$6,209,713	+0.1%
Expenses	$6,932,040	$6,232,796	+0.1%
Net Income	$76,607	$-23,083	-4.3%

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

146

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

$185,542

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH ROMATELLI	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH H BARNES	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DICKINSON	DIRECTOR	1.00	Director	$0	$0	$0
MILVA SANTARELLI	DIRECTOR	1.00	Director	$0	$0	$0
JOE GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
THERESE LAPORTE	DIRECTOR	1.00	Director	$0	$0	$0
DIANE HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KAPP	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER CARBONE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DANA MARKS	TREASURER	1.00	Officer Director	$0	$0	$0
MARY ANN DUNLAVEY	SECRETARY	1.00	Officer Director	$0	$0	$0
LUIS BACHMAN	EXECUTIVE DIRECTOR	40.00	Director	$185,542	$0	$185,542
LISA AIELLO	CFO	40.00	Highest	$182,851	$0	$182,851
GRIMALDY RIOS	DIRECTOR OF DDS PROGRAMS	40.00	Highest	$104,458	$0	$104,458

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	$7,008,647	$6,932,040	$1,704,716	$76,607
2024	$6,209,713	$6,232,796	$1,684,120	$-23,083
2023	$6,410,986	$6,214,737	$1,764,073	$196,249
2022	$6,116,951	$5,993,741	$1,570,659	$123,210
2021	$5,886,094	$5,440,216	$1,321,124	$445,878
2020	$5,254,311	$5,270,826	$1,309,083	$-16,515
2018	$4,957,069	$5,070,723	$955,993	$-113,654

THE ARC OF GREATER HAVERHILL-NEWBURYPORT