Arbor Place Inc (EIN 391266548) - 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

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

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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 $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

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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

$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

Arbor Place Inc