The Arc of North Carolina Inc (EIN 560753097) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

Lisa Poteat

Phone

9197824632

Tax Period

2024-07-01 to 2025-06-30

The Arc of North Carolina Inc, founded in 1954, is a mid-sized nonprofit in the Human Services sector that reported $28.9M in total revenue in fiscal year 2024.

Mission

The Arc of North Carolina is committed to securing for all people with intellectual and developmental disabilities the opportunity to choose and realize their goals of where and how they learn, live, work, and play.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,451,766

Program Service Revenue $27,092,277

Investment Income $177,323

Other Revenue $192,729

TOTAL REVENUE $28,914,095

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,106,621

Fundraising Expenses $3,500

Program Expenses $26,465,894

Other Expenses $6,052,554

TOTAL EXPENSES $30,159,175

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,914,095	$27,312,200	+0.1%
Expenses	$30,159,175	$28,198,609	+0.1%
Net Income	$-1,245,080	$-886,409	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

803

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

$300,150

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Poteat	CEO 8/24-6/25	40.00	Officer	$132,544	$24,792	$157,336
John Nash	E.D. 7/24-8/24	40.00	Officer	$117,054	$25,760	$142,814
Linda McDaniel	West Region VP	5.50	Director	$0	$0	$0
Nicole Rotundo	Director	5.50	Director	$0	$0	$0
Jesse Trimbach	Director	5.50	Director	$0	$0	$0
Allen Fullwood	Director	5.50	Director	$0	$0	$0
Carol Conway	N C Region VP	5.50	Director	$0	$0	$0
Lisa Pluff	Director	5.50	Director	$0	$0	$0
Clementine Brown	Director	5.50	Director	$0	$0	$0
Mary Ann O'Neil	Director	5.50	Director	$0	$0	$0
Todd Barbee	Director	5.50	Director	$0	$0	$0
Dawn Selby	Director	5.50	Director	$0	$0	$0
Gale Kirk	Director	5.50	Director	$0	$0	$0
Wayne Dawson	Director	5.50	Director	$0	$0	$0
Sherisse Marion	President	5.50	Officer Director	$0	$0	$0
Marvin Alligood	Imm Past Pres.	5.50	Officer Director	$0	$0	$0
Jennifer Scialdone	Vice President	5.50	Officer Director	$0	$0	$0
Don Thompson	Treasurer	5.50	Officer Director	$0	$0	$0
Judy Lewis	Secretary	5.50	Officer 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	$28,914,095	$30,159,175	$7,178,756	$-1,245,080
2024	$27,312,200	$28,198,609	$6,629,583	$-886,409
2023	$24,790,315	$25,060,277	$6,458,725	$-269,962
2022	$21,551,807	$21,636,733	$5,127,318	$-84,926
2021	$22,153,285	$21,510,673	$5,247,562	$642,612
2020	$23,386,458	$21,513,842	$4,232,511	$1,872,616
2019	$20,301,273	$20,545,614	$2,945,655	$-244,341
2018	$19,758,120	$19,709,739	$2,894,879	$48,381

The Arc of North Carolina Inc