Arbor Place Inc

🔒

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

1975

Legal Domicile

Principal Officer

Jill Gamez

Phone

7152354537

Tax Period

2023-01-01 to 2023-12-31

Arbor Place Inc, founded in 1975, is a community nonprofit in the Mental Health sector that reported $3.4M in total revenue in fiscal year 2023.

Mission

To provide prevention, treatment, renewal, and recovery opportunities to individuals, families, and communities impacted by substance abuse and dependence and mental health disorders.

Program Service Accomplishments

Program 1

Expenses: $1,546,144 Revenue: $2,087,089

Residential Treatment Program - adults requiring intensive treatment services are provided with a structured setting to promote recovery. Research-based treatment modalities are implemented...

Residential Treatment Program - adults requiring intensive treatment services are provided with a structured setting to promote recovery. Research-based treatment modalities are implemented throughout the different levels of treatment. Levels of treatment include 21 day medically monitored inpatient treatment, 10 day relapse prevention medically monitored inpatient treatment, transitional residential treatment, families in recovery program.

Program 2

Expenses: $1,205,472 Revenue: $703,618

Outpatient Treatment Facility where adolescents and adults may benefit from a variety of services provided to meet individual needs. Outpatient services include Alcohol and Other Drugs of Abuse...

Outpatient Treatment Facility where adolescents and adults may benefit from a variety of services provided to meet individual needs. Outpatient services include Alcohol and Other Drugs of Abuse (AODA) evaluations, Operating while Intoxicated (OWL) assessments, Primary Outpatient Program (POP), day treatment, continued care group, individual, couples', and family counseling sessions, alcohol and drug screening, Victim Impact Panel (VIP), Intoxicated Driver Intensive Supervision program (ISP), Families in Need of Education & Support (FINES), Alcohol and Drug Awareness program, mental health evaluations and individual therapy.

Program 3

Expenses: $376,026 Revenue: $90

Prevention program where adolescents are assisted in living a healthy life without the use of alcohol and other drugs. Services are offered to youth on an individual, family, group, and community...

Prevention program where adolescents are assisted in living a healthy life without the use of alcohol and other drugs. Services are offered to youth on an individual, family, group, and community level. Prevention services include alcohol and drug awareness program, tobacco diversion program, teen anger management, youth development/leadership training, Wisconsin wins-tobacco compliance checks, and Dunn county partnership for youth.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $583,361

Program Service Revenue $2,790,797

Investment Income $993

Other Revenue $1,333

TOTAL REVENUE $3,376,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,091,576

Fundraising Expenses $0

Program Expenses $3,127,642

Other Expenses $1,438,491

TOTAL EXPENSES $3,530,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,376,484	$3,126,797	+0.1%
Expenses	$3,530,067	$3,014,375	+0.2%
Net Income	$-153,583	$112,422	-2.4%

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

$103,932

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Trudy Smeltzer	President	2.00	Officer Director	$0	$0	$0
Michelle Marquart	Vice President	2.00	Officer Director	$0	$0	$0
Bill Fisher	Treasurer	2.00	Officer Director	$0	$0	$0
John Achter	Secretary	2.00	Officer Director	$0	$0	$0
Raymond Glaser	Director	1.00	Director	$0	$0	$0
Steve Josephson	Director	1.00	Director	$0	$0	$0
Jill Gamez	Executive Director	40.00	Officer	$102,578	$1,354	$103,932

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	$3,376,484	$3,530,067	$4,144,294	$-153,583
2022	$3,126,797	$3,014,375	$4,378,565	$112,422
2021	$3,291,804	$3,128,911	$4,357,291	$162,893
2020	$2,971,297	$2,902,651	$4,212,165	$68,646
2019	$2,781,197	$2,815,190	$4,531,197	$-33,993
2018	$2,716,738	$2,623,522	$4,603,322	$93,216