THE ARC MONTGOMERY (EIN 630418302) - 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

1959

Legal Domicile

Principal Officer

DIANE BURKE

Phone

3342816938

Tax Period

2023-10-01 to 2024-09-30

MONTGOMERY ASSOCIATION FOR RETARDED CITIZENS INC, founded in 1959, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2017. Revenue decreased 12% compared to the prior year.

Mission

TO PROMOTE THE GENERAL WELFARE OF INTELLECTUALLY DISABLED CITIZENS

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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 $4,371,756

Program Service Revenue $232,352

Investment Income $393,559

Other Revenue $1,105,792

TOTAL REVENUE $6,103,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,446,989

Fundraising Expenses $3,919

Program Expenses $3,845,193

Other Expenses $1,638,916

TOTAL EXPENSES $5,085,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,103,459	$4,206,580	+0.5%
Expenses	$5,085,905	$5,733,256	-0.1%
Net Income	$1,017,554	$-1,526,676	-1.7%

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

188

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

$73,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM ADAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN LONGSHORE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANN RIDDLE	TREASURER	1.00	Officer Director	$0	$0	$0
ANN BERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
GERALD R BOONE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE LANDER	BOARD MEMBER	1.00	Director	$0	$0	$0
JEAN TRIBBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE BURKE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES PARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
INEZ LEWIS	EXECUTIVE DIRECTOR	40.00	Officer	$73,276	$0	$73,276

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	$6,103,459	$5,085,905	$8,612,966	$1,017,554
2023	$4,206,580	$5,733,256	$8,302,300	$-1,526,676
2022	$4,563,342	$4,203,382	$10,022,509	$359,960
2021	$4,149,860	$3,772,524	$9,692,251	$377,336
2020	$5,040,032	$4,472,107	$10,269,516	$567,925
2019	$5,043,796	$5,277,131	$9,440,111	$-233,335
2018	$5,007,061	$5,290,647	$9,476,292	$-283,586

THE ARC MONTGOMERY