THE ARC TAMPA BAY FOUNDATION INC

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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

1982

Legal Domicile

Principal Officer

MARY LYNNE HAWKINS

Phone

7277978712

Tax Period

2023-10-01 to 2024-09-30

THE ARC TAMPA BAY FOUNDATION INC, founded in 1982, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $25.2M represent 126 months of operating reserves.

Mission

TO SECURE THE FINANCIAL FUTURE OF SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SERVED BY THE ARC TAMPA BAY, INC. (CONTINUED ON SCHEDULE O)THIS MISSION IS ACCOMPLISHED THROUGH A COMPREHENSIVE PLAN OF BUILDING COMMUNITY AWARENESS, ENCOURAGING COMMUNITY INVOLVEMENT, AND GENERATING FINANCIAL SUPPORT OF THE ARC TAMPA BAY THROUGH FUNDRAISING EVENTS, GRANT FUNDING, ANNUAL, CORPORATE AND PLANNED GIVING.

Program Service Accomplishments

Program 1

Expenses: $1,958,657 Revenue: $928

THE ARC TAMPA BAY FOUNDATION'S MISSION IS TO HELP SECURE THE FINANCIAL FUTURE FOR THE ARC TAMPA BAY, INC. BY FOSTERING COMMUNITY AWARENESS AND INVOLVEMENT. FOR OVER 40 YEARS, THE ARC TAMPA BAY...

THE ARC TAMPA BAY FOUNDATION'S MISSION IS TO HELP SECURE THE FINANCIAL FUTURE FOR THE ARC TAMPA BAY, INC. BY FOSTERING COMMUNITY AWARENESS AND INVOLVEMENT. FOR OVER 40 YEARS, THE ARC TAMPA BAY FOUNDATION (FORMERLY UPARC FOUNDATION, INC.) HAS REACHED OUT INTO THE HEARTS OF THE COMMUNITY, BRINGING IT NOT ONLY AN AWARENESS OF THE FINANCIAL NEEDS AND REVOLUTIONARY ACCOMPLISHMENTS OF THE ARC TAMPA BAY, BUT ALSO WAYS TO GET INVOLVED TO MAKE A DIFFERENCE IN THE LIVES OF PEOPLE WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES (I/DD).(CONTINUED ON SCHEDULE O)THE ARC TAMPA BAY, INC. IS RECOGNIZED INTERNATIONALLY FOR ITS INNOVATIVE AND REHABILITATIVE PROGRAMS. IT IS THE MISSION OF THE ARC TAMPA BAY, INC. TO SUPPORT AND EMPOWER PEOPLE WITH I/DD IN THE TAMPA BAY AREA.FOR MORE INFORMATION ABOUT ITS SERVICES OR SERVICE LOCATION, GO TO HTTP://THEARCTBFOUNDATION.ORG.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,367,450

Program Service Revenue $0

Investment Income $1,182,836

Other Revenue $-149,906

TOTAL REVENUE $2,400,380

Expense Breakdown

Grants Paid $1,958,657

Salaries & Benefits $242,430

Fundraising Expenses $193,631

Program Expenses $1,958,657

Other Expenses $185,626

TOTAL EXPENSES $2,386,713

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,400,380	$2,077,837	+0.2%
Expenses	$2,386,713	$1,328,392	+0.8%
Net Income	$13,667	$749,445	-1.0%

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

$111,373

Total Directors

$163,556

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN SIRACUSA	TRUSTEE	1.00	Director	$0	$22,533	$163,556
MARY LYNNE HAWKINS	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAUN BEASLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN GREENE	PAST PRESIDENT	1.00	Director	$0	$0	$0
TRAVIS FINCHUM	TRUSTEE	1.00	Director	$0	$0	$0
DR JOHN FOX	TRUSTEE	1.00	Director	$0	$0	$0
PHIL GUINAND	TRUSTEE	1.00	Director	$0	$0	$0
STEVE HELLER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE MILLIGAN	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER NORTH	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE PRINCE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SCHOMP	TRUSTEE	1.00	Director	$0	$0	$0
JAN TRACY	TRUSTEE	1.00	Director	$0	$0	$0
JILLIAN GRAHAM ORR	TREASURER (TERM END 8/20/24)	1.00	Officer Director	$0	$0	$0
LINDA ROSS PRESTON	SECRETARY (TERM END 8/20/24)	1.00	Officer Director	$0	$0	$0
BIBBE INTERTHAL	TRUSTEE (TERM END 8/28/24)	1.00	Director	$0	$0	$0
MOLLY LUCAS	TRUSTEE (TERM END 8/23/24)	1.00	Director	$0	$0	$0
JAMES MCARTHUR	TRUSTEE (TERM END 8/20/24)	1.00	Director	$0	$0	$0
ELISABETH TASIS	EXECUTIVE DIRECTOR	40.00	Officer	$105,141	$6,232	$111,373

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	$2,400,380	$2,386,713	$25,382,477	$13,667
2023	$2,077,837	$1,328,392	$21,702,192	$749,445
2022	$4,465,884	$1,366,271	$19,764,393	$3,099,613
2021	$2,691,733	$1,403,837	$20,917,422	$1,287,896
2020	$2,038,783	$1,384,261	$18,209,719	$654,522
2019	$1,638,813	$1,239,966	$16,854,143	$398,847
2018	$1,708,610	$1,235,361	$16,229,125	$473,249