THE ARBOR CIRCLE CORPORATION (EIN 383263853) - 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

1996

Legal Domicile

Principal Officer

KRISTIN GIETZEN

Phone

6164567775

Tax Period

2024-10-01 to 2025-09-30

THE ARBOR CIRCLE CORPORATION, founded in 1996, is a mid-sized nonprofit in the Human Services sector that reported $24.4M in total revenue in fiscal year 2024.

Mission

ARBOR CIRCLE ADVANCES MENTAL WELLBEING THROUGH COUNSELING AND SUPPORTIVE SERVICES IN PARTNERSHIP WITH PEOPLE AND COMMUNITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $16,471,252

Program Service Revenue $7,650,726

Investment Income $178,628

Other Revenue $77,953

TOTAL REVENUE $24,378,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,240,314

Fundraising Expenses $495,663

Program Expenses $22,273,697

Other Expenses $5,475,512

TOTAL EXPENSES $24,715,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,378,559	$22,903,840	+0.1%
Expenses	$24,715,826	$23,170,514	+0.1%
Net Income	$-337,267	$-266,674	+0.3%

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

375

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

$447,268

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY FREEMAN	CHAIR	1.25	Officer Director	$0	$0	$0
B DONTA TRUSS	VICE-CHAIR	1.25	Officer Director	$0	$0	$0
MATTHEW BOGGIANO	TREASURER	1.25	Officer Director	$0	$0	$0
PUJITA SIEPLINGA	SECRETARY	1.25	Officer Director	$0	$0	$0
MARK NETTLETON	MEMBER-AT-LA	1.25	Director	$0	$0	$0
SONYA HUGHES	BOARD MEMBER	0.75	Director	$0	$0	$0
MELINA SINIGOS	BOARD MEMBER	0.75	Director	$0	$0	$0
REGINA HILL	BOARD MEMBER	0.75	Director	$0	$0	$0
SUSAN MASON	BOARD MEMBER	0.75	Director	$0	$0	$0
PATRICIA FARRELL-COLE	BOARD MEMBER	0.75	Director	$0	$0	$0
GWENDOLYN THOMAS	BOARD MEMBER	0.75	Director	$0	$0	$0
ELLIOT TALEN	BOARD MEMBE	0.75	Director	$0	$0	$0
MANDACE MCALLISTER	BOARD MEMBER	0.75	Director	$0	$0	$0
CARLOS PAVA	BOARD MEMBER	0.75	Director	$0	$0	$0
KRISTIN GIETZEN	PRESIDENT /	40.00	Officer	$143,353	$19,949	$163,302
SUSAN SHEPPARD	VICE PRESIDE	40.00	Officer	$127,544	$10,254	$137,798
MARIE BRILL	CFO	40.00	Officer	$127,428	$18,740	$146,168
CATHY WORTHEM	PROGRAM DIRE	40.00	Highest	$112,788	$5,146	$117,934
WILLIAM PIMENTAL	IT DIRECTOR	40.00	Highest	$110,809	$14,212	$125,021

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	$24,378,559	$24,715,826	$11,821,259	$-337,267
2024	$22,903,840	$23,170,514	$11,888,260	$-266,674
2023	$19,476,408	$19,760,342	$11,882,959	$-283,934
2022	$19,787,959	$19,166,241	$11,287,961	$621,718
2021	$21,549,955	$17,611,826	$11,636,413	$3,938,129
2020	$17,704,356	$16,769,865	$11,236,854	$934,491
2019	$16,467,596	$16,783,436	$7,182,667	$-315,840
2018	$17,367,439	$16,766,261	$7,465,795	$601,178

THE ARBOR CIRCLE CORPORATION