ARC FOUNDATION OF MONROE INC

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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

1992

Legal Domicile

Principal Officer

TRACY CROSBY

Phone

5852710660

Tax Period

2023-01-01 to 2023-12-31

ARC FOUNDATION OF MONROE INC, founded in 1992, is a small nonprofit that reported $696K in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 132% operating deficit.

Mission

TO RAISE AND MANAGE DONATED FUNDS THAT HAVE BEEN TARGETED TO FURTHER THE PURPOSES OF THE ARC OF MONROE COUNTY (THE ARC).

Program Service Accomplishments

Program 1

Expenses: $1,159,422 Revenue: $13,308

PROGRAMMATIC ACTIVITY CONSISTS OF THE ANNUAL COSTS OF THE FOUNDATION'S REAL ESTATE PROPERTIES IT HOLDS TO SERVE INDIVIDUALS WITH DEVELOPMENT DISABILITIES. IN ADDITION, PROGRAM ACTIVITY INCLUDES...

PROGRAMMATIC ACTIVITY CONSISTS OF THE ANNUAL COSTS OF THE FOUNDATION'S REAL ESTATE PROPERTIES IT HOLDS TO SERVE INDIVIDUALS WITH DEVELOPMENT DISABILITIES. IN ADDITION, PROGRAM ACTIVITY INCLUDES DONATIONS MADE TO AFFILIATED ORGANIZATION, THE ARC, TO SUPPORT ITS OPERATIONS.

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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 $432,606

Program Service Revenue $0

Investment Income $250,213

Other Revenue $13,308

TOTAL REVENUE $696,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $281,284

Fundraising Expenses $349,924

Program Expenses $1,159,422

Other Expenses $1,334,251

TOTAL EXPENSES $1,615,535

Year-over-Year Comparison

	2023	2022	Change
Revenue	$696,127	$873,746	-0.2%
Expenses	$1,615,535	$791,408	+1.0%
Net Income	$-919,408	$82,338	-12.2%

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

N/A

Volunteers

261

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

$414,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIP ANDOLINA	TRUSTEE	1.00	Director	$0	$0	$0
KAREN BODLEY	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL BRYSON	TRUSTEE	1.00	Director	$0	$0	$0
LYNN CARLETON	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA CUTRONA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JORDAN DIXON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER FLORES	CHAIR	1.00	Officer Director	$0	$0	$0
BETH ANN KILBERG-WALSH	TRUSTEE	1.00	Director	$0	$0	$0
JOHN PENNELL	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
DAVID RIZZARI	TRUSTEE	1.00	Director	$0	$0	$0
DAVID MEISENZAHL	TRUSTEE	1.00	Director	$0	$0	$0
LISA POWERS	TRUSTEE	1.00	Director	$0	$0	$0
TIMOTHY SORGE	SECRETARY	1.00	Officer Director	$0	$0	$0
REENIE LEVY	TRUSTEE	1.00	Director	$0	$0	$0
TRACY PETRICHICK	ARC OF MONROE CEO	2.00	Officer	$0	$27,762	$316,301
TRACY CROSBY	EXECUTIVE DIRECTOR	40.00	Officer	$0	$10,068	$98,015

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	$696,127	$1,615,535	$5,663,650	$-919,408
2022	$873,746	$791,408	$6,538,225	$82,338
2021	$930,518	$832,265	$7,158,167	$98,253
2020	$597,231	$863,811	$6,793,410	$-266,580
2019	$536,751	$651,349	$6,867,077	$-114,598
2018	$434,955	$556,216	$6,943,839	$-121,261