THE ARC OF SOUTHEAST IOWA (EIN 420933140) - 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

1958

Legal Domicile

Phone

3193515017

Tax Period

2024-07-01 to 2025-06-30

THE ARC OF SOUTHEAST IOWA, founded in 1958, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $2.6M exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDE SERVICES TO PEOPLE WITH DISABILITIES IN THE LOCAL AREA.

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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 $511,031

Program Service Revenue $1,818,262

Investment Income $201

Other Revenue $3,942

TOTAL REVENUE $2,333,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,840,926

Fundraising Expenses $0

Program Expenses $1,732,062

Other Expenses $786,224

TOTAL EXPENSES $2,627,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,333,436	$1,993,890	+0.2%
Expenses	$2,627,150	$2,104,310	+0.2%
Net Income	$-293,714	$-110,420	+1.7%

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

134

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN CONLEY	Director	1.00	Director	$0	$0	$0
JJ ALBERHASKY	Director	1.00	Director	$0	$0	$0
BROOKE NOACK	Secretary	1.00	Officer Director	$0	$0	$0
ERIC BIGLEY	Chairman	1.00	Officer Director	$0	$0	$0
ANGIE BREITSPRECHER	Treasurer	1.00	Officer Director	$0	$0	$0
KATE REVAUX	Director	1.00	Director	$0	$0	$0
CHELSEY MARKLE	Executive Dir.	50.00	Officer	$0	$0	$0

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	$2,333,436	$2,627,150	$1,955,665	$-293,714
2024	$1,993,890	$2,104,310	$2,237,591	$-110,420
2023	$2,413,119	$1,831,161	$2,330,220	$581,958
2023	$2,413,119	$1,831,161	$2,208,342	$581,958
2022	$1,968,992	$1,577,019	$1,575,402	$391,973
2022	$1,963,742	$1,571,769	$1,575,402	$391,973
2021	$1,830,356	$1,418,260	$1,476,435	$412,096
2021	$1,830,093	$1,419,147	$1,476,172	$410,946
2020	$1,243,122	$1,464,860	$1,188,291	$-221,738
2019	$1,608,521	$1,657,777	$1,194,420	$-49,256
2018	$1,787,493	$1,789,889	$1,286,652	$-2,396

THE ARC OF SOUTHEAST IOWA