ARBOR POINTE FOUNDATION INC (EIN 464891076) - 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

2015

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

ARBOR POINTE FOUNDATION INC, founded in 2015, is a small nonprofit in the Education sector that reported $108K in total revenue in fiscal year 2023. The organization ran a surplus of $54K, a strong 51% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR ARBOR POINTE EMPLOYEES BY PROVIDING ASSISTANCE WITH EDUCATION EXPENSES AND FINANCIAL HARDSHIP SITUATIONS.

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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 $80,036

Program Service Revenue $0

Investment Income $27,540

Other Revenue $0

TOTAL REVENUE $107,576

Expense Breakdown

Grants Paid $42,647

Salaries & Benefits $0

Fundraising Expenses $2,925

Program Expenses $42,647

Other Expenses $7,519

TOTAL EXPENSES $53,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$107,576	$108,918	0.0%
Expenses	$53,091	$183,455	-0.7%
Net Income	$54,485	$-74,537	-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

N/A

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
BABS BROCK	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER WHITTEN	DIRECTOR	1.00	Director	$0	$0	$0
PAT MEAD	VICE PRESIDENT	1.00	Director	$0	$0	$0
ANDREW MORROW	PRESIDENT	1.00	Director	$0	$0	$0
PAUL KARDON	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE ARMSTRONG	TREASURER	1.00	Director	$0	$0	$0
RHONA SAUNDERS	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$107,576	$53,091	$800,222	$54,485
2022	$108,918	$183,455	$745,737	$-74,537
2020	$140,416	$19,743	$792,456	$120,673
2019	$569,354	$21,210	$671,783	$548,144

ARBOR POINTE FOUNDATION INC