THE ARC ALLIANCE ADVOCACY SERVICES (EIN 311592549) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

PAT LEO

Phone

6102654700

Tax Period

2024-07-01 to 2025-06-30

THE ARC ALLIANCE ADVOCACY SERVICES, founded in 1998, is a community nonprofit in the Civil Rights & Advocacy sector that reported $4.6M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE SUPPORTS COORDINATION FOR INDIVIDUALS WITH DISABILITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,987

Program Service Revenue $4,606,005

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,609,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,283,854

Fundraising Expenses $0

Program Expenses $3,995,152

Other Expenses $436,164

TOTAL EXPENSES $4,720,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,609,992	$5,065,360	-0.1%
Expenses	$4,720,018	$4,488,631	+0.1%
Net Income	$-110,026	$576,729	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$485,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DIFILIPPO	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
GABRIELLA EGAN	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DAN WEST	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIE AGNEW	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE GOLDYNIA	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
TYLER KAMMERLE	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH MAGGI	DIRECTOR	1.00	Director	$0	$0	$0
JONNA MCCOY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MICHAELSON	DIRECTOR	1.00	Director	$0	$0	$0
JOEL RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA LEO	CEO	1.00	Officer	$0	$13,779	$164,186
SUSAN MUMBAUER	EXECUTIVE DIRECTOR	37.50	Officer	$77,613	$18,006	$95,619
MICHAEL KUDLA	CFO	1.00	Officer	$0	$5,904	$120,402
JESSICA WAGAMAN	COO	1.00	Officer	$0	$4,799	$104,941

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	$4,609,992	$4,720,018	$1,455,473	$-110,026
2024	No data	No data	No data	No data
2023	$4,424,550	$4,742,929	$978,108	$-318,379
2022	$4,392,824	$4,489,550	$1,261,371	$-96,726
2021	$4,658,656	$4,108,129	$1,341,946	$550,527
2020	$3,737,983	$3,704,999	$804,071	$32,984
2019	$3,222,211	$3,188,608	$713,565	$33,603
2018	$3,237,731	$3,048,923	$765,406	$188,808

THE ARC ALLIANCE ADVOCACY SERVICES