THE ARC OF OAKLAND COUNTY

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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

1967

Legal Domicile

Principal Officer

DAWN CALNEN

Phone

2488161900

Tax Period

2023-01-01 to 2023-12-31

THE ARC OF OAKLAND COUNTY, founded in 1967, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Net assets of $6.3M represent 41 months of operating reserves.

Mission

ADVOCACY TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN AND ADULTS WITH COGNITIVE, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES

Program Service Accomplishments

Program 1

Expenses: $985,615 Revenue: $1,472,488

FISCAL INTERMEDIARY SERVICES AND ACTS ON BEHALF OF INDIVIDUALS TO MAINTAIN ACCOUNTABILITY OVER USE OF FUNDS

Program 2

Expenses: $296,643 Revenue: $13,150

SYSTEM ADVOCACY PROVIDES FAMILIES WITH CHILDREN AND ADULTS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES INFORMATION ON SERVICES AVAILABLE TO THEM AND PROVIDES SUPPORTED DECISION MAKING AND...

SYSTEM ADVOCACY PROVIDES FAMILIES WITH CHILDREN AND ADULTS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES INFORMATION ON SERVICES AVAILABLE TO THEM AND PROVIDES SUPPORTED DECISION MAKING AND LEGAL SERVICES

Program 3

Expenses: $249,616 Revenue: $48,025

THE FOREVER PLAN ASSISTS FAMILIES IN ASSURING THE QUALITY OF LIFE FOR THOSE WITH INTELLECTUAL AND/OR OTHER DEVELOPMENTAL DISABILITIES THROUGHOUT THEIR LIFETIME

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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 $318,830

Program Service Revenue $1,534,742

Investment Income $52,016

Other Revenue $-33,393

TOTAL REVENUE $1,872,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,498,588

Fundraising Expenses $235,354

Program Expenses $1,531,874

Other Expenses $463,113

TOTAL EXPENSES $1,961,701

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,872,195	$4,040,158	-0.5%
Expenses	$1,961,701	$1,669,983	+0.2%
Net Income	$-89,506	$2,370,175	-1.0%

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

$157,517

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA KOWALSKI	PRESIDENT	0.00	Officer Director	$0	$0	$0
KARA SPRAGUE ESQ	1ST VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
SHASHI BIHANI	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
JERRY RUBIN	TREASURER	0.00	Officer Director	$0	$0	$0
SUZANNE MARQUARDT	SECRETARY	0.00	Officer Director	$0	$0	$0
MARK BUCKLEY	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
RANDALL MEONO	2ND VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
MAX ELLIOTT	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
PAUL O'MEARA	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
TOM QUAKENBUSH	PAST PRESIDENT	0.00	Officer Director	$0	$0	$0
ELLEN HULVERSON	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
DAWN HAYES	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
PATRICK KAUFFMAN	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
TIMOTHY HATFIELD	DELEGATE AT LARGE	0.00	Director	$0	$0	$0
DAWN CALNEN	EXECUTIVE DIRECTOR	40.00	Officer	$151,499	$6,018	$157,517

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	$1,872,195	$1,961,701	$7,975,837	$-89,506
2022	$4,040,158	$1,669,983	$6,921,496	$2,370,175
2021	$1,815,458	$1,638,859	$4,331,676	$176,599
2020	$1,491,198	$1,398,580	$4,446,399	$92,618
2019	$1,498,440	$1,409,572	$3,375,750	$88,868
2018	$1,449,013	$1,260,079	$4,246,536	$188,934