THE ARC OF HARRISONBURG & ROCKINGHAM INC (EIN 540995095) - 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

1962

Legal Domicile

Phone

5404349214

Tax Period

2023-01-01 to 2023-12-31

THE ARC OF HARRISONBURG AND ROCKINGHAM INC, founded in 1962, is a small nonprofit that reported $683K in total revenue in fiscal year 2018.

Mission

THE ARC OF HARRISONBURG AND ROCKINGHAM ACTIVELY SUPPORTS AND ADVOCATES FOR THE HUMAN RIGHTS OF INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILIITES (I/DD) THROUGHOUT THE ARC OF THEIR LIFETIMES.

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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 $280,614

Program Service Revenue $696,866

Investment Income $20,681

Other Revenue $56,796

TOTAL REVENUE $1,054,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $678,893

Fundraising Expenses $31,111

Program Expenses $893,080

Other Expenses $368,297

TOTAL EXPENSES $1,047,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,054,957	$723,302	+0.5%
Expenses	$1,047,190	$822,855	+0.3%
Net Income	$7,767	$-99,553	-1.1%

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

175

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

$80,271

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Angela Carter	Executive Dir.	40.00	Officer	$80,271	$0	$80,271
Craig Bartoldson	Former Presiden	1.00	Officer Director	$0	$0	$0
James Ward	President	1.00	Officer Director	$0	$0	$0
Ben Entsminger	Vice President	1.00	Officer Director	$0	$0	$0
Justin Showalter	Director	1.00	Officer Director	$0	$0	$0
Barton Black	Treasurer	1.00	Officer Director	$0	$0	$0
Mike Jeffris	Former Director	1.00	Director	$0	$0	$0
Karen Rowell	Director	1.00	Director	$0	$0	$0
Daniel Vest	Former Director	1.00	Director	$0	$0	$0
Kara Westerbeek	Former Director	1.00	Director	$0	$0	$0
Tina Wood	Former Director	1.00	Director	$0	$0	$0
Aaron Grey	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	$1,054,957	$1,047,190	$768,792	$7,767
2022	$723,302	$822,855	$763,195	$-99,553
2021	$767,203	$650,333	$910,871	$116,870
2020	$660,298	$664,664	$781,848	$-4,366
2019	$924,062	$751,814	$629,424	$172,248
2018	$683,300	$734,119	$436,848	$-50,819

THE ARC OF HARRISONBURG & ROCKINGHAM INC