ARC-SAN JOAQUIN (EIN 941437716) - 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

1954

Legal Domicile

Phone

2099551625

Tax Period

2023-07-01 to 2024-06-30

ARC-SAN JOAQUIN, founded in 1954, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2023. Expenses of $2.1M exceeded revenue, resulting in a 16% operating deficit.

Mission

THE ARC SAN JOAQUIN IS A NON-PROFIT FOR PEOPLE WITH INTELLECTUAL, DEVELOPMENTAL AND OTHER DISABILITIES PROVIDING PERSON-CENTERED SUPPORTS TO ACHIEVE EMPLOYMENT, LIFE-LONG LEARNING, RECREATION AND COMMUNITY LIVING.

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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 $6,210

Program Service Revenue $1,753,277

Investment Income $27,587

Other Revenue $1,135

TOTAL REVENUE $1,788,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,205,998

Fundraising Expenses $0

Program Expenses $1,396,985

Other Expenses $871,063

TOTAL EXPENSES $2,077,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,788,209	$1,763,293	+0.0%
Expenses	$2,077,061	$1,752,322	+0.2%
Net Income	$-288,852	$10,971	-27.3%

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

$238,027

Total Directors

$96,733

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE UYCHUTIN	Executive Dir.	40.00	Officer Director	$96,733	$0	$96,733
DIEGO CASTRO	FINANCE MANAGER	40.00	Officer	$72,825	$0	$72,825
SONYA NABKEL	HR MANAGER	40.00	Officer	$68,469	$0	$68,469
MAURINE HARKNESS	Director	2.00	Director	$0	$0	$0
JUDY QUINTANA	Vice President	2.00	Director	$0	$0	$0
SUE DAUGHERTY	Treasurer	2.00	Director	$0	$0	$0
PATTY MORAIS	President & CEO	2.00	Director	$0	$0	$0
CLARE HANLEY	Director	2.00	Director	$0	$0	$0
MARSHA TOCCO-JONES	Director	2.00	Director	$0	$0	$0
STACY SIMS	Director	2.00	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	No data	No data	No data	No data
2024	$1,788,209	$2,077,061	$4,456,360	$-288,852
2023	$1,763,293	$1,752,322	$4,806,847	$10,971
2022	$2,169,722	$1,599,429	$5,549,496	$570,293
2021	$2,550,819	$1,701,113	$5,414,040	$849,706
2020	$3,110,159	$2,554,300	$4,687,103	$555,859
2019	$2,809,813	$2,847,803	$4,343,214	$-37,990
2018	$2,923,914	$2,767,923	$4,513,870	$155,991

ARC-SAN JOAQUIN