THE ARC GREATER HUDSON VALLEY FOUNDATION (EIN 271156441) - 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

2009

Legal Domicile

Principal Officer

JAMES KRUEGER

Phone

8457961350

Tax Period

2023-01-01 to 2023-12-31

THE ARC GREATER HUDSON VALLEY FOUNDATION, founded in 2009, is a small nonprofit in the Human Services sector that reported $279K in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 42% operating margin.

Mission

SUPPORTING PEOPLE WITH UNIQUE ABILITIES TO LIVE AS VALUED AND CONTRIBUTING MEMBERS OF THE COMMUNITY.

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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 $207,092

Program Service Revenue $0

Investment Income $71,939

Other Revenue $0

TOTAL REVENUE $279,031

Expense Breakdown

Grants Paid $102,839

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,839

Other Expenses $59,285

TOTAL EXPENSES $162,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,031	$169,292	+0.6%
Expenses	$162,124	$173,111	-0.1%
Net Income	$116,907	$-3,819	-31.6%

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

$880,947

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG GOLDSTEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEITH STUDT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBORAH FRANCIS	TREASURER	1.00	Officer Director	$0	$0	$0
AMY STILLWAGON	SECRETARY	1.00	Officer Director	$0	$0	$0
AMANDA DANA	DIRECTOR	1.00	Director	$0	$0	$0
JOAN PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
MARIE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
PAUL POMERANTZ	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT PERRY	DIRECTOR	1.00	Director	$0	$0	$0
J RICHARD SCHWARTZ	EXECUTIVE DIRECTOR (ENDED 3/23)	0.50	Officer	$0	$26,311	$285,255
REGINA MCKENNY-SNEAD	EXECUTIVE DIRECTOR (STARTED 3/23)	0.50	Officer	$0	$51,546	$332,361
JAMES KRUEGER	CHIEF FINANCIAL OFFICER	0.50	Officer	$0	$33,237	$263,331

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	$279,031	$162,124	$3,353,192	$116,907
2022	$169,292	$173,111	$3,324,005	$-3,819
2021	$194,132	$153,196	$2,449,372	$40,936
2020	$198,620	$140,105	$2,186,306	$58,515
2019	$601,472	$204,569	$1,898,006	$396,903
2018	$267,573	$163,853	$1,307,073	$103,720

THE ARC GREATER HUDSON VALLEY FOUNDATION