THE ARC OF KATY (EIN 760354104) - Form 990 Financial Analysis & Trantor Score

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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

1989

Legal Domicile

Principal Officer

FRED SHAFER

Phone

8327549802

Tax Period

2024-09-01 to 2025-08-31

THE ARC OF KATY, founded in 1989, is a small nonprofit that reported $513K in total revenue in fiscal year 2024. Expenses of $481K left a modest 6% surplus.

Mission

TO PROVIDE OPPORTUNITIES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THAT ENABLE EACH PERSON TO BE INCLUDED AS A RESPECTED AND ACTIVE MEMBER OF THE COMMUNITY THROUGHOUT THEIR LIFETIME.

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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 $203,476

Program Service Revenue $313,515

Investment Income $4,254

Other Revenue $-8,635

TOTAL REVENUE $512,610

Expense Breakdown

Grants Paid $6,253

Salaries & Benefits $276,242

Fundraising Expenses $0

Program Expenses $347,271

Other Expenses $198,143

TOTAL EXPENSES $480,638

Year-over-Year Comparison

	2024	2023	Change
Revenue	$512,610	$497,065	+0.0%
Expenses	$480,638	$418,909	+0.1%
Net Income	$31,972	$78,156	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE HOLLAND	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY ALCOCER	BOARD MEMBER	1.25	Director	$0	$0	$0
AMY CAMPBELL	BOARD MEMBER/PROG. CMTE CO-CHAIR	5.00	Director	$0	$0	$0
CAROLYN KARES	BOARD MEMBER/PROG. CMTE CO-CHAIR	8.00	Director	$0	$0	$0
CHRIS SNELLER	BOARD MEMBER	0.50	Director	$0	$0	$0
AARON STURGEON	BOARD MEMBER	0.50	Director	$0	$0	$0
QIANNA LUCKETT	BOARD MEMBER	0.50	Director	$0	$0	$0
CYNDI LAWRENCE	BOARD MEMBER	0.50	Director	$0	$0	$0
FRED SHAFER	BOARD MEMBER/PRESIDENT ELECT	6.00	Director	$0	$0	$0
CHERI DUDDRIDGE	PRESIDENT	6.00	Officer Director	$0	$0	$0
ELLEN CANDITO	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE LATTAL	TREASURER	8.00	Officer Director	$0	$0	$0
SANDY AUGUST FROM 072025	EXECUTIVE DIRECTOR	40.00	Officer	$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	$512,610	$480,638	$2,415,668	$31,972
2024	$497,065	$418,909	$2,394,468	$78,156
2023	$447,054	$481,161	$2,317,264	$-34,107
2022	$2,553,973	$431,814	$2,362,037	$2,122,159
2021	$356,948	$285,506	$224,483	$71,442
2020	$190,723	$336,037	$196,019	$-145,314

THE ARC OF KATY