THE ARBOR SCHOOL

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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

1992

Legal Domicile

Principal Officer

JULIANNA JELINEK

Phone

7138278830

Tax Period

2024-08-01 to 2025-07-31

THE ARBOR SCHOOL, founded in 1992, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2024. Net assets of $8.9M represent 29 months of operating reserves.

Mission

TO EDUCATE, EMPOWER, AND BUILD HOPE FOR CHILDREN WITH SIGNIFICANT SPECIAL NEEDS AND THEIR FAMILIES.

Program Service Accomplishments

Program 1

Expenses: $3,118,548 Revenue: $2,173,025

PROVIDING AN ACADEMIC PROGRAM TO ENABLE CHILDREN WITH SIGNIFICANT SPECIAL NEEDS TO REACH THEIR FULLEST POTENTIAL BY EDUCATING, EMPOWERING, AND BUILDING HOPE FOR ITS STUDENTS AND THEIR FAMILIES.

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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 $1,374,314

Program Service Revenue $2,173,025

Investment Income $96,281

Other Revenue $1,263

TOTAL REVENUE $3,644,883

Expense Breakdown

Grants Paid $281,310

Salaries & Benefits $2,343,195

Fundraising Expenses $329,688

Program Expenses $3,118,548

Other Expenses $1,313,497

TOTAL EXPENSES $3,938,002

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,644,883	$3,736,233	0.0%
Expenses	$3,938,002	$3,446,660	+0.1%
Net Income	$-293,119	$289,573	-2.0%

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

$173,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MOORE	CHAIR	10.00	Officer Director	$0	$0	$0
CHARLY WELDON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LESLEE MURPHY	SECRETARY	1.00	Officer Director	$0	$0	$0
CARRIE PEARSON	TREASURER	1.00	Officer Director	$0	$0	$0
JEANNIE ABLE	DIRECTOR	1.00	Director	$0	$0	$0
JUSTUS CORLEY	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA MORSE	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
NEIL POTTER	DIRECTOR	1.00	Director	$0	$0	$0
LIS PURDY	DIRECTOR	1.00	Director	$0	$0	$0
ANNA SCHOLTES	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN STEDHAM	DIRECTOR	1.00	Director	$0	$0	$0
MARK TEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
JULIANNA JELINEK	EXECUTIVE DI	40.00	Officer	$173,431	$0	$173,431
TRICIA BINGHAM	DIR OF EDUCA	40.00	Highest	$121,263	$0	$121,263

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	$3,644,883	$3,938,002	$13,475,573	$-293,119
2024	$3,736,233	$3,446,660	$13,895,916	$289,573
2023	$3,190,558	$2,887,580	$13,824,382	$302,978
2022	$2,383,200	$2,364,985	$13,551,761	$18,215
2021	$4,425,313	$1,494,035	$13,587,676	$2,931,278
2020	$3,410,672	$1,463,274	$5,701,253	$1,947,398
2019	$1,991,559	$1,353,153	$4,868,747	$638,406
2018	$2,636,951	$1,341,841	$4,336,714	$1,295,110