THE ARC OF SOUTHWEST WASHINGTON (EIN 910759016) - 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

1935

Legal Domicile

Principal Officer

JEFFREY ANGELO

Phone

3602541562

Tax Period

2023-07-01 to 2024-06-30

THE ARC OF SOUTHWEST WASHINGTON, founded in 1935, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 7% surplus.

Mission

THE ARC OF SOUTHWEST WASHINGTON HELPS PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES ACHIEVE A LIFETIME OF SUCCESS BY BUILDING CAPABILITY WITH RESPECTFUL ADVOCACY; DIRECT SUPPORT OF INDIVIDUALS AND THEIR FAMILIES; AND PROMOTION OF FULL PARTICIPATION IN OUR COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $48,318

Program Service Revenue $1,213,635

Investment Income $5

Other Revenue $0

TOTAL REVENUE $1,261,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $856,686

Fundraising Expenses $17,560

Program Expenses $839,853

Other Expenses $317,187

TOTAL EXPENSES $1,173,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,261,958	$1,099,389	+0.1%
Expenses	$1,173,873	$957,745	+0.2%
Net Income	$88,085	$141,644	-0.4%

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

$75,785

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN WEBER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF ANGELO	EXECUTIVE DIRECTOR	40.00	Officer	$75,785	$0	$75,785

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	$1,261,958	$1,173,873	$588,567	$88,085
2023	$1,099,389	$957,745	$579,438	$141,644
2022	$969,000	$1,001,134	$312,771	$-32,134
2021	$1,184,597	$1,075,880	$448,195	$108,717
2020	$967,974	$975,836	$258,663	$-7,862
2019	$884,545	$629,387	$348,224	$255,158
2018	$1,386,584	$1,559,307	$1,003,864	$-172,723

THE ARC OF SOUTHWEST WASHINGTON