THE ARC OREGON (EIN 930504507) - 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

Principal Officer

EMILY BRAMAN

Phone

5035812726

Tax Period

2021-07-01 to 2022-06-30

THE ARC OREGON is a community nonprofit that reported $1.5M in total revenue in fiscal year 2021. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 4% surplus.

Mission

THE ARC OF OREGON, TOGETHER WITH ITS NETWORK OF MEMBERS AND AFFILIATED CHAPTERS, ADVOCATES FOR THE RIGHTS AND FULL COMMUNITY PARTICIPATION OF ALL CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $286,097

Program Service Revenue $1,123,564

Investment Income $33,682

Other Revenue $12,180

TOTAL REVENUE $1,455,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,003,577

Fundraising Expenses $6,573

Program Expenses $1,032,046

Other Expenses $396,740

TOTAL EXPENSES $1,400,317

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,455,523	$1,325,009	+0.1%
Expenses	$1,400,317	$1,270,753	+0.1%
Net Income	$55,206	$54,256	+0.0%

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

$137,666

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATIE TAYLOR	PAST PRESIDE	1.00	Director	$0	$0	$0
ANNA KEENAN-MUDRICK	PRESIDENT	3.00	Officer Director	$0	$0	$0
JEFF WHALEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CANADA TAYLOR	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN MERRICK-RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL BOWSKY	SECRETARY	1.00	Officer Director	$0	$0	$0
CHERYL WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS PHIPPS	DIRECTOR	1.00	Director	$0	$0	$0
KAAREN LONDAHL	DIRECTOR	1.00	Director	$0	$0	$0
COREY WINSLOW	DIRECTOR	1.00	Director	$0	$0	$0
JAN SCHROTH	DIRECTOR	1.00	Director	$0	$0	$0
VICKI SMEAD	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
EMILY BRAMAN	EXECUTIVE DI	40.00	Officer	$65,966	$0	$65,966
PAULA BOGA	EXECUTIVE DI	40.00	Officer	$71,700	$0	$71,700

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	No data	No data	No data	No data
2022	$1,455,523	$1,400,317	$25,153,233	$55,206
2021	$1,325,009	$1,270,753	$28,750,585	$54,256
2020	$1,785,900	$1,456,107	$24,023,647	$329,793
2020	$1,844,055	$1,443,843	$24,173,318	$400,212
2019	$1,335,906	$1,485,753	$23,476,717	$-149,847
2018	$1,688,319	$1,061,411	$22,454,485	$626,908

THE ARC OREGON