THE ARC OF THE UNITED STATES (EIN 135642032) - 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

2000

Legal Domicile

Principal Officer

RUBEN RODRIGUEZ

Phone

2025343700

Tax Period

2023-01-01 to 2023-12-31

THE ARC OF THE UNITED STATES, founded in 2000, is a mid-sized nonprofit in the Human Services sector that reported $13.5M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $12.4M left a modest 8% surplus.

Mission

PROMOTES AND PROTECTS THE HUMAN RIGHTS OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES (I/DD) AND ACTIVELY SUPPORTS THEIR FULL INCLUSION AND PARTICIPATION IN THE COMMUNITY THROUGHOUT THEIR LIFETIMES.

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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 $8,880,985

Program Service Revenue $4,115,344

Investment Income $262,461

Other Revenue $201,315

TOTAL REVENUE $13,460,105

Expense Breakdown

Grants Paid $948,843

Salaries & Benefits $6,981,057

Fundraising Expenses $1,214,488

Program Expenses $10,595,838

Other Expenses $4,313,438

TOTAL EXPENSES $12,367,993

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,460,105	$10,691,647	+0.3%
Expenses	$12,367,993	$12,075,421	+0.0%
Net Income	$1,092,112	$-1,383,774	-1.8%

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

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

$613,231

Total Directors

Key Employees

$548,051

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA KENNEDY	PRESIDENT	10.00	Officer Director	$0	$0	$0
MEREDITH SADOULET	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MITCH ROUTON	SECRETARY	2.00	Officer Director	$0	$0	$0
BURT HUDSON	TREASURER	2.00	Officer Director	$0	$0	$0
KENNETH OAKES	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
FRANK AD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MEGHAN BURKE	BOARD DIRECTOR	2.00	Director	$0	$0	$0
KIM DODSON	BOARD DIRECTOR	2.00	Director	$0	$0	$0
JASMINE HARRIS	BOARD DIRECTOR	2.00	Director	$0	$0	$0
PABLO JUAREZ	BOARD DIRECTOR	2.00	Director	$0	$0	$0
STACY KRAY	BOARD DIRECTOR	2.00	Director	$0	$0	$0
JAMELIA MORGAN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
YVETTE PEGUES	BOARD DIRECTOR	2.00	Director	$0	$0	$0
DICK RHOAD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHRIS J RODRIGUEZ	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHLOE ROTHSCHILD	BOARD DIRECTOR	2.00	Director	$0	$0	$0
SUMEET SEAM	BOARD DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN SOLER	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHRIS STEWART	BOARD DIRECTOR	2.00	Director	$0	$0	$0
FAYE TATE	BOARD DIRECTOR	2.00	Director	$0	$0	$0
RUSSELL LEHMANN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
PETER BERNS	CEO (UNTIL 02/23)	60.00	Officer	$587,261	$25,970	$613,231
RUBEN RODRIGUEZ	COO / ACTING CHIEF EXECUTIVE OFFICER	60.00	Key Emp	$262,257	$35,917	$298,174
JULIE WARD	SR. EXECUTIVE OFFICER, PUBLIC POLICY	40.00	Key Emp	$212,134	$37,743	$249,877
KARIM MERCHANT	SR. EXECUTIVE OFFICER, DEVELOPMENT	40.00	Highest	$176,652	$30,837	$207,489
KRISTEN MCKIERNAN	SR. EXEC. OFFICER, MARKETING & COMMUNICATIONS	40.00	Highest	$169,299	$32,595	$201,894
SHIRA WAKSCHLAG	SR. DIR, LEGAL ADVOCACY & GENERAL COUNSEL	40.00	Highest	$154,115	$31,011	$185,126
SEQUAYA TASKER	SR. EXECUTIVE OFFICER, PROGRAMS	40.00	Highest	$165,390	$19,179	$184,569
CARRIE HOBBS GUIDEN	SR. EXECUTIVE OFFICER, CHAPTERS & COMMUNITY	40.00	Highest	$165,021	$17,392	$182,413

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	$13,460,105	$12,367,993	$20,825,123	$1,092,112
2022	$10,691,647	$12,075,421	$15,550,931	$-1,383,774
2021	$11,401,941	$10,426,371	$18,905,974	$975,570
2020	$10,241,629	$10,172,389	$16,467,907	$69,240
2019	$9,797,993	$10,490,818	$15,262,742	$-692,825
2018	$8,480,004	$9,406,136	$14,323,744	$-926,132

THE ARC OF THE UNITED STATES