The Arc Jacksonville Inc (EIN 596209603) - 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

1965

Legal Domicile

Principal Officer

Tala Woods

Phone

9043550155

Tax Period

2023-10-01 to 2024-09-30

The Arc Jacksonville Inc, founded in 1965, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Expenses of $10.4M left a modest 8% surplus.

Mission

To serve people with intellectual and developmental differences to achieve their full potential and to participate in community life.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $2,926,395

Program Service Revenue $7,248,796

Investment Income $331,094

Other Revenue $811,320

TOTAL REVENUE $11,317,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,107,235

Fundraising Expenses $392,353

Program Expenses $7,705,112

Other Expenses $3,260,852

TOTAL EXPENSES $10,368,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,317,605	$11,183,232	+0.0%
Expenses	$10,368,087	$9,231,994	+0.1%
Net Income	$949,518	$1,951,238	-0.5%

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

270

Volunteers

224

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

$138,174

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brandon Ashby	member	2.00	Director	$0	$0	$0
Liz Bruno	Member	2.00	Director	$0	$0	$0
Debbit Johnson	Past Chairman	2.00	Director	$0	$0	$0
Tom Dumphy	Member	2.00	Director	$0	$0	$0
Lisa Fuller	member	2.00	Director	$0	$0	$0
Diane Halverson	Member	2.00	Director	$0	$0	$0
Jason Hamilton	Member	2.00	Director	$0	$0	$0
Ward Lariscy	Member	2.00	Director	$0	$0	$0
John Cooksey	Immediate Past Chair	2.00	Director	$0	$0	$0
Anne Lufrano	Member	2.00	Director	$0	$0	$0
Elise Nowikowski	Member	2.00	Director	$0	$0	$0
Bernadette Moran	Past Chairman	2.00	Director	$0	$0	$0
Tamara S Pulliam	Member	2.00	Director	$0	$0	$0
Shawn Ashley	Past Chairman	2.00	Director	$0	$0	$0
Buck Smoak	Member	2.00	Director	$0	$0	$0
Mike Tanner	Past Chairman	2.00	Director	$0	$0	$0
Kit Thomas	Member	2.00	Director	$0	$0	$0
Lou Vaccaro	Past Chairman	2.00	Director	$0	$0	$0
Helen Werking	Past Chairman	2.00	Director	$0	$0	$0
Barbara A Williams	Member	2.00	Director	$0	$0	$0
Tana A Woods	Member	2.00	Director	$0	$0	$0
Jonathan Hart	Treasurer	2.00	Officer	$0	$0	$0
Dr Rob Zeglin	Chairman	2.00	Officer	$0	$0	$0
Amanda Crawford	Secetary	2.00	Officer	$0	$0	$0
Kelly Kristoff	Vice Chairman	2.00	Officer	$0	$0	$0
Kari Bates	President/CEO	30.00	Officer	$138,174	$0	$138,174

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	$11,317,605	$10,368,087	$17,769,264	$949,518
2023	$11,183,232	$9,231,994	$16,450,996	$1,951,238
2022	$9,170,117	$8,382,998	$14,946,962	$787,119
2021	$10,615,800	$7,642,238	$14,329,627	$2,973,562
2020	$9,368,402	$8,160,416	$10,904,150	$1,207,986
2019	$8,936,140	$8,575,313	$9,783,180	$360,827
2018	$8,735,384	$8,831,304	$9,397,441	$-95,920

The Arc Jacksonville Inc