THE ARC OF BLACKSTONE VALLEY (EIN 050300152) - 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

1955

Legal Domicile

Principal Officer

JOHN J PADIEN III

Phone

4017270150

Tax Period

2023-01-01 to 2023-12-31

THE ARC OF BLACKSTONE VALLEY, founded in 1955, is a mid-sized nonprofit that reported $16.4M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $14.5M left a modest 12% surplus.

Mission

THE ARC OF BLACKSTONE VALLEY IS COMMITTED TO SUPPORTING PEOPLE WITH DEVELOPMENTAL DISABILITIES IN ORDER TO SECURE THE OPPORTUNITY TO CHOOSE AND REALIZE THEIR GOALS OF WHERE AND HOW THEY LIVE, LEARN, WORK AND PLAY.

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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 $364,210

Program Service Revenue $15,959,680

Investment Income $69,754

Other Revenue $2,500

TOTAL REVENUE $16,396,144

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,062,878

Fundraising Expenses $50,748

Program Expenses $12,570,876

Other Expenses $2,423,315

TOTAL EXPENSES $14,486,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,396,144	$14,408,900	+0.1%
Expenses	$14,486,193	$12,780,018	+0.1%
Net Income	$1,909,951	$1,628,882	+0.2%

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

251

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

$657,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM J SZAFAROWICZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOSEPH F MCENNESS	TREASURER	4.00	Officer Director	$0	$0	$0
KATHLEEN O'NEILL	SECRETARY	4.00	Officer Director	$0	$0	$0
LISA DUBREUIL	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN SPENCER	DIRECTOR	2.00	Director	$0	$0	$0
BROTHER JAMES M PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET ONEILL	DIRECTOR	2.00	Director	$0	$0	$0
HENRIQUE T PEDRO RPH	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH F MCENNESS	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS E HOGDE	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA A CONNORS	DIRECTOR	2.00	Director	$0	$0	$0
ANITRA VALLES	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE GILLIGAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$124,934	$20,516	$145,450
JOHN J PADIEN III	CHIEF EXECUTIVE OFFICER	30.00	Officer	$161,814	$36,004	$197,818
DIANE D SANFORD	CHIEF OPERATING OFFICER	40.00	Officer	$123,296	$36,306	$159,602
DALE T KENNEDY	CHIEF OPERATING OFFICER	40.00	Officer	$118,440	$35,838	$154,278

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	$16,396,144	$14,486,193	$7,828,719	$1,909,951
2022	$14,408,900	$12,780,018	$5,689,412	$1,628,882
2021	$14,207,310	$12,189,456	$5,254,505	$2,017,854
2020	$12,342,158	$13,148,048	$5,171,652	$-805,890
2019	$12,129,833	$12,305,932	$3,824,107	$-176,099
2018	$12,186,690	$12,748,114	$3,784,112	$-561,424

THE ARC OF BLACKSTONE VALLEY