THE ARC OF STORY COUNTY (EIN 426099400) - 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

Legal Domicile

Phone

5152329330

Tax Period

2023-07-01 to 2024-06-30

THE ARC OF STORY COUNTY is a small nonprofit that reported $248K in total revenue in fiscal year 2023. The organization ran a surplus of $46K, a strong 19% operating margin.

Mission

THE ARC OF STORY COUNTY ENRICHES THE LIVES OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $166,900

Program Service Revenue $70,125

Investment Income $10,483

Other Revenue $0

TOTAL REVENUE $247,508

Expense Breakdown

Grants Paid $6,427

Salaries & Benefits $149,146

Fundraising Expenses $11,902

Program Expenses $169,390

Other Expenses $45,901

TOTAL EXPENSES $201,474

Year-over-Year Comparison

	2023	2022	Change
Revenue	$247,508	$257,785	0.0%
Expenses	$201,474	$229,965	-0.1%
Net Income	$46,034	$27,820	+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

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

$79,215

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRICIA CRAIN	Executive Dir.	40.00	Officer	$79,215	$0	$79,215
BRENDA DRYER	President	4.00	Officer Director	$0	$0	$0
KATHY WELLIK	Director	2.00	Director	$0	$0	$0
KIM LIVELY	Director	2.00	Director	$0	$0	$0
DAKOTAH WEAVER	Director	2.00	Director	$0	$0	$0
CHRIS NELSON	Director	2.00	Director	$0	$0	$0
KATIE ZEEMAN	Director	2.00	Director	$0	$0	$0
DAVID ORTH	Director	2.00	Director	$0	$0	$0
JUDY EYLES	Secretary	4.00	Officer Director	$0	$0	$0
JAMIE WHITE	Director	2.00	Director	$0	$0	$0
KAYCE SCHMITT	Director	2.00	Director	$0	$0	$0
CATRINA JUDGE	Director	2.00	Director	$0	$0	$0
DR STEVEN FREEMAN	Director	2.00	Director	$0	$0	$0
DR BRENT SHANKS	Treasurer	4.00	Officer Director	$0	$0	$0
LISA HEDDENS	Vice President	4.00	Officer Director	$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	No data	No data	No data	No data
2024	$247,508	$201,474	$507,889	$46,034
2023	$257,785	$229,965	$351,318	$27,820
2022	$232,251	$173,835	$321,818	$58,416
2021	$222,981	$168,416	$261,669	$54,565
2021	$237,206	$168,416	$286,559	$68,790
2019	$258,617	$200,470	$199,339	$58,147

THE ARC OF STORY COUNTY