ARC OF TUSC COUNTY ENDOWMENT FUND

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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

2000

Legal Domicile

Principal Officer

DELSHONDA THOMAS

Phone

2055564900

Tax Period

2024-10-01 to 2025-09-30

ARC OF TUSC COUNTY ENDOWMENT FUND, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $135K in total revenue in fiscal year 2024. Expenses of $130K left a modest 3% surplus.

Mission

TO RECEIVE, INVEST AND MANAGE FUNDS FOR THE BENEFIT OF THE ARC OF TUSCALOOSA COUNTY.

Program Service Accomplishments

Program 1

Expenses: $129,996

THE ARC OF TUSCALOOSA COUNTY ENDOWMENT FUND SUPPORTS THE SERVICES AND PROGRAMS OF THE ARC OF TUSCALOOSA COUNTY.

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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 $0

Program Service Revenue $0

Investment Income $134,679

Other Revenue $0

TOTAL REVENUE $134,679

Expense Breakdown

Grants Paid $129,996

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,996

Other Expenses $0

TOTAL EXPENSES $129,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,679	$132,704	+0.0%
Expenses	$129,996	$178,721	-0.3%
Net Income	$4,683	$-46,017	-1.1%

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

N/A

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

$99,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY BECK	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN BURKLEW	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK DOWLING	BOARD MEMBER	1.00	Director	$0	$0	$0
LIBBY COCHRANE	BOARD MEMBER	1.00	Director	$0	$0	$0
MORGAN KENDRICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH MICHAEL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA NORRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA STONE	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL YU	BOARD MEMBER	1.00	Director	$0	$0	$0
CARMELLO ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DELSHONDA THOMAS	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$99,552
PEYTON WHITEHORN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALISON HEWSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MORGAN AKINS	TREASURER	1.00	Officer Director	$0	$0	$0
FRIEDA BURROUGHS	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
2025	$134,679	$129,996	$4,300,215	$4,683
2024	$132,704	$178,721	$4,037,278	$-46,017
2023	$126,651	$26,245	$3,608,513	$100,406
2022	$78,351	$24,737	$3,252,619	$53,614
2021	$189,166	$25,209	$3,642,641	$163,957
2020	$164,923	$157,786	$3,031,713	$7,137
2019	$204,343	$24,556	$3,024,576	$179,787
2018	$162,296	$79,956	$2,844,789	$82,340