ARC OF FORT BEND COUNTY FOUNDATION

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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

2002

Legal Domicile

Principal Officer

JAMES PATTERSON

Phone

2814945959

Tax Period

2023-01-01 to 2023-12-31

ARC OF FORT BEND COUNTY FOUNDATION, founded in 2002, is a small nonprofit in the Human Services sector that reported $168K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $168K, a strong 100% operating margin.

Mission

THE PRIMARY ACTIVITY OF THE ARC OF FORT BEND COUNTY FOUNDATION IS TO MANAGE AND DISTRIBUTE INVESTMENT FUNDS IN SUPPORT OF THE ARC OF FORT BEND COUNTY.

Program Service Accomplishments

Program 1

Expenses: $22

DISTRIBUTION OF EARNINGS ON INVESTMENT ACCOUNTS TO THE ARC OF FORT BEND COUNTY.

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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 $0

Program Service Revenue $0

Investment Income $167,279

Other Revenue $309

TOTAL REVENUE $167,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22

Other Expenses $28

TOTAL EXPENSES $28

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,588	$144,537	+0.2%
Expenses	$28	$1,782	-1.0%
Net Income	$167,560	$142,755	+0.2%

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

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
ED SCHIMKOWITSCH	DIRECTOR	1.00	Director	$0	$0	$0
LARRY LOBUE	DIRECTOR	1.00	Director	$0	$0	$0
JENNY GORTNEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET YEUNG	DIRECTOR	1.00	Director	$0	$0	$0
JOHN NULL	DIRECTOR	1.00	Director	$0	$0	$0
HAL MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PATTERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD CUSHENBERRY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES MILLER	SECRETARY/TREASURER	2.00	Officer 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	$167,588	$28	$5,572,596	$167,560
2022	$144,537	$1,782	$5,159,960	$142,755
2021	$225,674	$28	$5,369,124	$225,646
2020	$139,150	$55,000	$4,948,725	$84,150
2019	$208,007	$20	$4,669,753	$207,987
2018	$161,063	No data	$4,220,271	No data