THE ARC OF SOUTHWEST ALABAMA 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

1971

Legal Domicile

Principal Officer

C ROBERT MONTGOMERY

Phone

2518472970

Tax Period

2024-10-01 to 2025-09-30

THE ARC OF SOUTHWEST ALABAMA INC, founded in 1971, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $1.4M left a modest 6% surplus.

Mission

PROVIDES TRAINING FOR ADULTS WITH DEVELOPMENTAL DISABILITIES IN AN ADULT TRAINING SETTING AND SUPERVISED ALTERNATIVE LIVING ARRANGEMENTS FOR WASHINGTON COUNTY, ALABAMA

Program Service Accomplishments

Program 1

Expenses: $565,220

THE ORGANIZATION PROVIDES ADULT TRAINING SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES IN WASHINGTON COUNTY, ALABAMA

Program 2

Expenses: $585,075

FUNDS ARE GRANTED BY THE STATE GOVERNMENT TO PROVIDE HOUSING FOR THE ADULTS WITH DEVELOPMENTAL DISABILITIES OF WASHINGTON COUNTY, ALABAMA

Program 3

Expenses: $102,240

THE ORGANIZATION PROVIDES PERSONAL CARE AND FOOD SERVICES FOR ADULTS WITH DEVELOPMENTAL DISABILITIES IN WASHINGTON COUNTY, ALABAMA

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,455,022

Program Service Revenue $56,498

Investment Income $1,014

Other Revenue $0

TOTAL REVENUE $1,512,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,067,593

Fundraising Expenses $0

Program Expenses $1,252,535

Other Expenses $356,888

TOTAL EXPENSES $1,424,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,512,534	$1,604,829	-0.1%
Expenses	$1,424,481	$2,032,349	-0.3%
Net Income	$88,053	$-427,520	-1.2%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE DONALD MD	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNET MERIDA	TREASURER	5.00	Director	$0	$0	$0
C ROBERT MONTGOMERY	PRESIDENT	5.00	Officer Director	$0	$0	$0
JESSICA ODOM	EXECUTIVE DI	40.00	Director	$0	$0	$0
TERRIE PLATT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE RHODES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE WAYNE TAYLOR	SECRETARY	5.00	Officer Director	$0	$0	$0
ZACH TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
SYLVIA WILLIAMS	VICE PRESIDE	5.00	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
2025	$1,512,534	$1,424,481	$1,505,804	$88,053
2024	$1,604,829	$2,032,349	$1,417,989	$-427,520
2023	$1,516,178	$1,573,013	$1,837,421	$-56,835
2022	$2,029,136	$1,315,854	$1,898,814	$713,282
2021	$1,592,280	$1,771,189	$1,181,337	$-178,909
2020	$1,535,683	$1,243,770	$1,382,716	$291,913
2019	$1,592,384	$1,384,135	$904,896	$208,249