FOUNDATION OF THE ARC OF THE UNITED STATES (EIN 521559702) - 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

1988

Legal Domicile

Principal Officer

RUBEN RODRIGUEZ

Phone

2025343700

Tax Period

2023-01-01 to 2023-12-31

FOUNDATION OF THE ARC OF THE UNITED STATES, founded in 1988, is a small nonprofit that reported $379K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $154K, a strong 41% operating margin.

Mission

TO PROMOTE, SUPPORT AND FURTHER THE INTERESTS AND PURPOSES OF THE ARC OF THE UNITED STATES, INC.

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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 $341,266

Program Service Revenue $25,000

Investment Income $13,015

Other Revenue $0

TOTAL REVENUE $379,281

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $150

Other Expenses $225,157

TOTAL EXPENSES $225,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,281	$408,593	-0.1%
Expenses	$225,157	$339,785	-0.3%
Net Income	$154,124	$68,808	+1.2%

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

$911,405

Total Directors

$911,405

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BERNS	CHIEF EXECUTIVE OFFICER (UNTIL 2/23)	2.00	Officer Director	$0	$25,970	$613,231
CAROL WHEELER	PRESIDENT	1.00	Officer Director	$0	$0	$0
RUBEN RODRIGUEZ	TREASURER/ACTING CEO	2.00	Officer Director	$0	$35,917	$298,174
CATHY ANDERS	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM COLLAMORE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GREED	DIRECTOR	1.00	Director	$0	$0	$0
SARI HORNSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
STACY KRAY	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE RUESCH	DIRECTOR	1.00	Director	$0	$0	$0
RICK STAMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
DAWN SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY WEBSTER	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT STEINDORFF	DIRECTOR	1.00	Director	$0	$0	$0
SUNITI SARAH BAL	DIRECTOR	1.00	Director	$0	$0	$0
TANYA KHEMET TAIWO	DIRECTOR	1.00	Director	$0	$0	$0
LLOYD LEWIS	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	$379,281	$225,157	$1,237,405	$154,124
2022	$408,593	$339,785	$1,095,194	$68,808
2021	$114,943	$113,130	$1,007,038	$1,813
2020	$65,793	$50,766	$811,480	$15,027
2019	$67,300	$45,601	$746,982	$21,699
2018	$105,630	$37,394	$666,323	$68,236

FOUNDATION OF THE ARC OF THE UNITED STATES