THE ARC OF THE FARMINGTON VALLEY INC (EIN 066011136) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1958

Legal Domicile

Principal Officer

STEPHEN E MORRIS

Phone

8606936662

Tax Period

2024-07-01 to 2025-06-30

THE ARC OF THE FARMINGTON VALLEY INC, founded in 1958, is a mid-sized nonprofit in the Human Services sector that reported $23.9M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $23.1M left a modest 4% surplus.

Mission

TO HELP EACH PERSON ACHIEVE HIS OR HER PERSONAL BEST. OUR VISION IS OF A FUTURE WHERE EACH PERSON WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY IS LIVING IN THE COMMUNITY AND HAS THE SUPPORTS NEEDED TO BE A CONTRIBUTING CITIZEN, TO LIVE AS INDEPENDENTLY AS POSSIBLE, AND TO ENJOY A HEALTHY AND ACTIVE LIFESTYLE. WE VALUE SAFETY, WELLNESS, QUALITY, LEADERSHIP DEVELOPMENT AND FISCAL RESPONSIBILITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,403,852

Program Service Revenue $20,718,289

Investment Income $605,141

Other Revenue $218,776

TOTAL REVENUE $23,946,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,904,567

Fundraising Expenses $190,445

Program Expenses $20,970,948

Other Expenses $6,180,128

TOTAL EXPENSES $23,084,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,946,058	$21,925,785	+0.1%
Expenses	$23,084,695	$20,989,528	+0.1%
Net Income	$861,363	$936,257	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

402

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

$434,728

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY KALOSIEH	OUTGOING SECRETARY	1.00	Officer Director	$0	$0	$0
AUGUSTO RUSSELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
BETH CARLSON	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE BLETHEN	DIRECTOR	1.00	Director	$0	$0	$0
DR VALERIE WISEMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
FAY LENZ	DIRECTOR	1.00	Director	$0	$0	$0
FRAN TRACESKI	TREASURER	1.00	Officer Director	$0	$0	$0
FRED SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PENDELL	DIRECTOR	1.00	Director	$0	$0	$0
NICK SINACORI	DIRECTOR	1.00	Director	$0	$0	$0
PATTI SILVA	DIRECTOR	1.00	Director	$0	$0	$0
RICK LENZ	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE SINACORI	DIRECTOR	1.00	Director	$0	$0	$0
TOM POTTER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE HOOD	DIRECTOR OF FINANCE AND OP	40.00	Officer	$140,085	$31,216	$171,301
STEPHEN E MORRIS	EXECUTIVE DIRECTOR	40.00	Officer	$220,227	$43,200	$263,427

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	$23,946,058	$23,084,695	$22,424,061	$861,363
2024	$21,925,785	$20,989,528	$19,538,143	$936,257
2023	$20,785,877	$19,726,643	$17,682,821	$1,059,234
2022	$16,314,497	$16,140,967	$15,846,648	$173,530
2021	$16,549,270	$15,497,413	$16,927,391	$1,051,857
2020	$14,958,107	$14,572,313	$15,779,585	$385,794
2019	$15,165,839	$13,111,291	$13,766,506	$2,054,548
2018	$12,087,522	$11,736,338	$11,595,386	$351,184

THE ARC OF THE FARMINGTON VALLEY INC