THE ARC OF COLUMBIA COUNTY-PORTAGE (EIN 391371260) - 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

1970

Legal Domicile

Principal Officer

JULIE BRIGGS

Phone

6087420260

Tax Period

2024-01-01 to 2024-12-31

THE ARC OF COLUMBIA COUNTY-PORTAGE, founded in 1970, is a small nonprofit in the Human Services sector that reported $673K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

PROVIDE ADULT FAMILY HOMES AND CBRFS FOR DEVELOPMENTALLY-DISABLED INDIVIDUALS.

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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 $317

Program Service Revenue $672,654

Investment Income $437

Other Revenue $0

TOTAL REVENUE $673,408

Expense Breakdown

Grants Paid $0

Salaries & Benefits $531,119

Fundraising Expenses $0

Program Expenses $629,100

Other Expenses $160,814

TOTAL EXPENSES $691,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$673,408	$601,421	+0.1%
Expenses	$691,933	$669,882	+0.0%
Net Income	$-18,525	$-68,461	-0.7%

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

N/A

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

$61,771

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE SIMONSON	PRESIDENT/SECRETARY	1.00	Officer Director	$0	$0	$0
TONY JAYNES	VICE PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
WENDY LOSACKER	DIRECTOR	1.00	Director	$0	$0	$0
LEA MITTLESTEADT	DIRECTOR	1.00	Director	$0	$0	$0
JANE NAUERT	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BRIGGS	EXECUTIVE DIRECTOR	40.00	Officer	$60,449	$1,322	$61,771

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	$673,408	$691,933	$693,661	$-18,525
2023	$601,421	$669,882	$683,664	$-68,461
2022	$597,346	$710,676	$752,271	$-113,330
2021	$1,124,494	$865,895	$965,674	$258,599
2020	$935,088	$1,016,145	$857,562	$-81,057
2019	$1,012,422	$997,414	$820,536	$15,008
2018	$1,041,730	$1,038,137	$818,369	$3,593

THE ARC OF COLUMBIA COUNTY-PORTAGE