The Arc of Morgan County (EIN 237447641) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

Abby Smith

Phone

2563556192

Tax Period

2023-01-01 to 2023-12-31

The Arc of Morgan County, founded in 1973, is a small nonprofit that reported $174K in total revenue in fiscal year 2018.

Mission

Promote general welfare of retarded citizens

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $66,461

Program Service Revenue $93,579

Investment Income $0

Other Revenue $5,730

TOTAL REVENUE $165,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,388

Fundraising Expenses $7,445

Program Expenses $151,631

Other Expenses $93,487

TOTAL EXPENSES $172,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$165,770	$155,680	+0.1%
Expenses	$172,875	$158,185	+0.1%
Net Income	$-7,105	$-2,505	+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

Total Directors

Key Employees

$27,776

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Abby Smith	Executive Director	40.00	Key Emp	$27,776	$0	$27,776
Katie Newbery	Chairman	4.00	Officer Director	$0	$0	$0
Melody Scales	Vice Chairman	4.00	Officer Director	$0	$0	$0
Pam Ward	Treasurer	4.00	Officer Director	$0	$0	$0
Johnna Breland	Past President	2.00	Officer Director	$0	$0	$0
Steve Williams	Member	2.00	Director	$0	$0	$0
Kelly Holsclaw	Member	2.00	Director	$0	$0	$0
Daniel Jackson	Member	2.00	Director	$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
2024	No data	No data	No data	No data
2023	$165,770	$172,875	$276,579	$-7,105
2022	$155,680	$158,185	$303,032	$-2,505
2021	$109,519	$162,518	$313,890	$-52,999
2020	$147,869	$151,810	$356,140	$-3,941
2019	$179,462	$179,447	$358,077	$15
2018	$174,178	$177,311	$193,913	$-3,133

The Arc of Morgan County