THE ARC OF GREATER PRINCE WILLIAM/INSIGHT INC (EIN 540743298) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

KAREN L SMITH

Phone

7036704800

Tax Period

2023-07-01 to 2024-06-30

THE ARC OF GREATER PRINCE WILLIAM/INSIGHT INC, founded in 1964, is a community nonprofit that reported $4.4M in total revenue in fiscal year 2018.

Mission

ASSISTING PERSONS WITH DEVELOPMENTAL DISABILITIES IN ACHIEVING INDEPENDENCE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,122,053

Program Service Revenue $3,229,043

Investment Income $152,399

Other Revenue $-5,184

TOTAL REVENUE $4,498,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,487,771

Fundraising Expenses $0

Program Expenses $4,380,526

Other Expenses $1,605,897

TOTAL EXPENSES $5,093,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,498,311	$4,999,411	-0.1%
Expenses	$5,093,668	$4,827,304	+0.1%
Net Income	$-595,357	$172,107	-4.5%

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

146

Volunteers

125

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

$300,776

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM KINCHLOE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTHONY GEISLER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGELA COMISKY	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH PITKIN	SECRETARY	1.00	Officer Director	$0	$0	$0
PAULA RENFRO	DIRECTOR	1.00	Director	$0	$0	$0
HILDA BARG	DIRECTOR	0.50	Director	$0	$0	$0
LORETTA COSBY	DIRECTOR	0.50	Director	$0	$0	$0
SANDRA DAWSON	DIRECTOR	0.50	Director	$0	$0	$0
ABI FOERSTER	DIRECTOR	0.50	Director	$0	$0	$0
AL HARF	DIRECTOR	0.50	Director	$0	$0	$0
JO ANNE RENTON	DIRECTOR	0.50	Director	$0	$0	$0
DON SHAW	DIRECTOR (UNTIL 05/2023)	0.50	Director	$0	$0	$0
JOSHUA KING	DIRECTOR	0.50	Director	$0	$0	$0
KAREN MILLS	DIRECTOR	0.50	Director	$0	$0	$0
KAREN L SMITH	EXECUTIVE DIRECTOR	20.00	Officer	$193,671	$42,022	$235,693
DENISE HINES	DIRECTOR OF FINANCE (UNTIL 06/2023)	16.00	Officer	$0	$0	$0
JASON HACHTEL	DIRECTOR OF FINANCE (AS OF 06/2023)	21.00	Officer	$64,859	$224	$65,083
DONNA SHIPMAN	DIRECTOR OF RESIDENTIAL SERVICES	14.00	Highest	$113,915	$12,047	$125,962
KATE BRACKNEY	DIRECTOR OF NURSING	5.00	Highest	$0	$24,623	$126,352

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	$4,498,311	$5,093,668	$11,044,134	$-595,357
2023	$4,999,411	$4,827,304	$12,467,290	$172,107
2022	$4,671,831	$3,685,325	$9,918,440	$986,506
2021	$3,837,542	$3,800,871	$10,071,508	$36,671
2020	$3,924,012	$4,047,174	$9,736,751	$-123,162
2019	$4,379,740	$4,377,815	$9,623,373	$1,925

THE ARC OF GREATER PRINCE WILLIAM/INSIGHT INC