NYSARC INC OTSEGO COUNTY CHAPTER (EIN 160953477) - 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

1949

Legal Domicile

Principal Officer

JOANN SARA HANLON

Phone

6074328595

Tax Period

2024-01-01 to 2024-12-31

NYSARC INC OTSEGO COUNTY CHAPTER, founded in 1949, is a mid-sized nonprofit that reported $19.5M in total revenue in fiscal year 2024. Expenses of $18.6M left a modest 5% surplus.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES.

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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 $74,678

Program Service Revenue $16,505,618

Investment Income $56,131

Other Revenue $2,871,340

TOTAL REVENUE $19,507,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,494,641

Fundraising Expenses $213,799

Program Expenses $15,929,818

Other Expenses $4,059,129

TOTAL EXPENSES $18,553,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,507,767	$19,112,639	+0.0%
Expenses	$18,553,770	$17,766,906	+0.0%
Net Income	$953,997	$1,345,733	-0.3%

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

352

Volunteers

130

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

$301,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER HOGAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH BRILL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA BLISS LAMB	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER LILJA	TREASURER	1.00	Officer Director	$0	$0	$0
ADAM STOUTENBURG	MEMBER	1.00	Director	$0	$0	$0
MARGARET QUINN	MEMBER	1.00	Director	$0	$0	$0
JENNIFER CRITTI-LEBEAU	MEMBER	1.00	Director	$0	$0	$0
SEAN SHANNON	MEMBER	1.00	Director	$0	$0	$0
SARA HANLON	EXECUTIVE DIRECTOR	40.00	Officer	$120,870	$32,521	$153,391
PETREA DELBERTA	CFO	40.00	Officer	$118,088	$30,373	$148,461
LORIE SHERMAN	HME MANAGER	40.00	Highest	$133,550	$10,133	$143,683

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	$19,507,767	$18,553,770	$10,818,103	$953,997
2023	$19,112,639	$17,766,906	$10,266,210	$1,345,733
2022	$19,551,908	$18,866,222	$8,559,599	$685,686
2021	$15,882,956	$15,622,604	$7,673,110	$260,352
2020	$15,813,398	$15,258,985	$7,385,407	$554,413
2019	$16,481,742	$15,679,252	$6,517,817	$802,490
2018	$15,871,720	$15,470,911	$5,641,435	$400,809

NYSARC INC OTSEGO COUNTY CHAPTER