THE ARC-MORRIS FOUNDATION INC (EIN 223417755) - 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

1995

Legal Domicile

Principal Officer

KATHERINE CASCIOLI

Phone

9733269750

Tax Period

2023-07-01 to 2024-06-30

THE ARC-MORRIS FOUNDATION INC, founded in 1995, is a small nonprofit in the Religion sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 92% from the prior year, signaling strong growth momentum. Expenses of $384K exceeded revenue, resulting in a 49% operating deficit.

Mission

To support programs of The Arc/Morris Chapter, a 501(c)(3) organization providing various services to the intellectually and developmentally disabled. The purpose of the ARC Morris Foundation is to support these programs where governmental assistance is not available.

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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 $82,307

Program Service Revenue $0

Investment Income $156,582

Other Revenue $18,797

TOTAL REVENUE $257,686

Expense Breakdown

Grants Paid $275,000

Salaries & Benefits $0

Fundraising Expenses $48,710

Program Expenses $275,000

Other Expenses $109,061

TOTAL EXPENSES $384,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,686	$134,435	+0.9%
Expenses	$384,061	$100,941	+2.8%
Net Income	$-126,375	$33,494	-4.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY UTBERG	Director	1.00	Director	$0	$0	$0
MARK DELOTTO	Director	1.00	Director	$0	$0	$0
THOMAS HORN	Director	1.00	Director	$0	$0	$0
BARRY LEVINE	Director	1.00	Director	$0	$0	$0
SALVADOR MORAN	Executive Direc	2.00	Director	$0	$0	$0
IRINA KOGAN	Treas/secretary	2.00	Officer	$0	$0	$0
KATHERINE CASCIOLI	President	2.00	Officer	$0	$0	$0
KATHLEEN INGARGIOLA	Vice President	2.00	Officer	$0	$0	$0

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	No data	No data	No data	No data
2024	$257,686	$384,061	$8,886,451	$-126,375
2023	$134,435	$100,941	$8,235,340	$33,494
2022	$302,067	$93,394	$7,677,550	$208,673
2021	$266,118	$92,547	$8,689,181	$173,571
2020	$421,688	$125,852	$7,506,419	$295,836
2019	$317,019	$240,175	$7,296,687	$76,844

THE ARC-MORRIS FOUNDATION INC