SWEET OWEN INDUSTRIES ARC INC (EIN 351318207) - 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

1975

Legal Domicile

Principal Officer

Kimberly Hodges

Phone

8127148138

Tax Period

2023-01-01 to 2023-12-31

SWEET OWEN INDUSTRIES ARC INC, founded in 1975, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Support person that have been diagnosed with intellectually and or developmentally delayed/disabled in their daily life skills either in our facility, community, and/or home. In addition, the agency educated the parents, community and any partners in the area of intellectually and/or developmentally delayed/disabled.

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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 $304,796

Program Service Revenue $3,566,040

Investment Income $0

Other Revenue $8,397

TOTAL REVENUE $3,879,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,151,062

Fundraising Expenses $0

Program Expenses $3,085,984

Other Expenses $787,366

TOTAL EXPENSES $3,938,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,879,233	$3,412,069	+0.1%
Expenses	$3,938,428	$3,406,959	+0.2%
Net Income	$-59,195	$5,110	-12.6%

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

N/A

Employees

Volunteers

N/A

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

$252,268

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly Hodges	CEO	40	Key Emp Highest	$88,468	$0	$88,468
Heather Good	Residentail Director	40	Key Emp	$56,151	$0	$56,151
Amanda Knight	Director of Programs	40	Key Emp	$56,151	$0	$56,151
Shailie Cox	Agency nurse	40	Key Emp	$51,498	$0	$51,498
Aaron LaGrange	President	0.5	Officer	$0	$0	$0
Ellen Ross	Vice President	0	Officer	$0	$0	$0
Julie Wiegand	Secretary	0	Officer	$0	$0	$0
Julie Cooper	Treasurer	0	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
2024	No data	No data	No data	No data
2023	$3,879,233	$3,938,428	$641,674	$-59,195
2022	$3,412,069	$3,406,959	$509,407	$5,110
2021	$3,216,433	$3,293,296	$514,200	$-76,863
2020	$2,432,260	$2,446,988	$587,633	$-14,728
2019	$2,686,483	$2,766,679	$613,175	$-80,196
2018	$2,711,156	$2,596,992	$694,027	$114,164

SWEET OWEN INDUSTRIES ARC INC