The Arc of Union Cabarrus Inc (EIN 561677521) - 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

1989

Legal Domicile

Phone

7042611550

Tax Period

2022-07-01 to 2023-06-30

The Arc of Union Cabarrus Inc, founded in 1989, is a small nonprofit that reported $157K in total revenue in fiscal year 2022. Expenses of $219K exceeded revenue, resulting in a 40% operating deficit.

Mission

To enhance the lives of individuals with developmental disabilities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $104,687

Program Service Revenue $52,277

Investment Income $0

Other Revenue $0

TOTAL REVENUE $156,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,687

Fundraising Expenses $0

Program Expenses $177,376

Other Expenses $138,464

TOTAL EXPENSES $219,151

Year-over-Year Comparison

	2022	2021	Change
Revenue	$156,964	$156,964	N/A
Expenses	$219,151	$219,151	N/A
Net Income	$-62,187	$-62,187	N/A

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

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

Total Directors

Key Employees

$2,830

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melanie Miller	Executive Director	8.00	Key Emp	$2,830	$0	$2,830
Howard Oshankey	Director	1.00	Director	$0	$0	$0
Mark Beck	Director	1.00	Director	$0	$0	$0
Jerry Manning	Treasurer	1.00	Officer Director	$0	$0	$0
Kevin Phinney	Director	1.00	Officer Director	$0	$0	$0
Heather Mobley	Director	1.00	Director	$0	$0	$0
Doug Lord	Director	1.00	Director	$0	$0	$0
Colby Spivey	Director	1.00	Director	$0	$0	$0
Cheryl Neely	Director	1.00	Director	$0	$0	$0
Clemi Hacker	Director	1.00	Director	$0	$0	$0
Jim Delay	Director	1.00	Director	$0	$0	$0
Susan Soloman	Secretary	1.00	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
2023	$156,964	$219,151	$376,067	$-62,187
2022	$305,815	$332,090	$482,636	$-26,275
2021	$347,616	$336,224	$526,841	$11,392
2020	$278,718	$341,757	$520,785	$-63,039

The Arc of Union Cabarrus Inc