THE ARC OF LOUDOUN (EIN 540835314) - 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

1967

Legal Domicile

Principal Officer

LISA MAX

Phone

7037771939

Tax Period

2024-07-01 to 2025-06-30

THE ARC OF LOUDOUN, founded in 1967, is a community nonprofit in the Human Services sector that reported $4.7M in total revenue in fiscal year 2017. Revenue decreased 14% compared to the prior year.

Mission

TO ADVOCATE FOR, EDUCATE, SERVE, AND SUPPORT PEOPLE WITH DISABILITIES AND THEIR FAMILIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $865,435

Program Service Revenue $7,121,802

Investment Income $5,613

Other Revenue $74,664

TOTAL REVENUE $8,067,514

Expense Breakdown

Grants Paid $51,977

Salaries & Benefits $6,588,453

Fundraising Expenses $420,372

Program Expenses $7,314,447

Other Expenses $1,570,124

TOTAL EXPENSES $8,210,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,067,514	$7,106,097	+0.1%
Expenses	$8,210,554	$8,448,908	0.0%
Net Income	$-143,040	$-1,342,811	-0.9%

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

135

Volunteers

250

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

$316,184

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MAX	CEO	40.00	Officer	$179,766	$12,082	$191,848
YATONYA ABDULLAH	COO	40.00	Officer	$112,185	$12,151	$124,336
MALCOLM COOKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY LUBITZ	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BEATRIZ MCNELLY	TREASURER	1.00	Officer Director	$0	$0	$0
CORTNEY HEYKOOP	SECRETARY	1.00	Officer Director	$0	$0	$0
KELLY CARBERRY	DIRECTOR	0.50	Director	$0	$0	$0
VIRGINIA HAIZLIP	DIRECTOR	0.50	Director	$0	$0	$0
CHAD HAMEL	DIRECTOR	0.50	Director	$0	$0	$0
JUDY HANELY	DIRECTOR	0.50	Director	$0	$0	$0
FRED HETZEL	DIRECTOR	0.50	Director	$0	$0	$0
TIFFANY MEEHAN	DIRECTOR	0.50	Director	$0	$0	$0
CONNOR OWENS	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE PLACE	DIRECTOR	0.50	Director	$0	$0	$0
LIZ SHEA	DIRECTOR	0.50	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	$8,067,514	$8,210,554	$1,003,541	$-143,040
2024	No data	No data	No data	No data
2023	$7,013,291	$8,407,678	$2,237,074	$-1,394,387
2022	$7,125,862	$7,409,748	$3,600,340	$-283,886
2021	$6,356,492	$5,271,082	$3,968,045	$1,085,410
2020	$6,284,329	$5,641,430	$2,871,579	$642,899
2019	$5,212,812	$5,197,925	$2,087,482	$14,887
2018	$4,671,533	$4,724,379	$2,147,612	$-52,846

THE ARC OF LOUDOUN