PLACER ARC (EIN 941567871) - 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

1962

Legal Domicile

Principal Officer

ELIZABETH MARCHANT

Phone

9167813016

Tax Period

2024-07-01 to 2025-06-30

PLACER ARC, founded in 1962, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $937K, a strong 28% operating margin.

Mission

TO PROVIDE DAY PROGRAM SUPPORT AND SERVICES TO 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 (2024)

Revenue Breakdown

Contributions & Grants $47,614

Program Service Revenue $2,542,988

Investment Income $748,377

Other Revenue $26,206

TOTAL REVENUE $3,365,185

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,744,636

Fundraising Expenses $0

Program Expenses $1,938,248

Other Expenses $683,110

TOTAL EXPENSES $2,427,746

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,365,185	$1,954,965	+0.7%
Expenses	$2,427,746	$2,002,220	+0.2%
Net Income	$937,439	$-47,255	-20.8%

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

$161,111

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT HAAPANEN	PRESIDENT	0.00	Officer Director	$0	$0	$0
JOSH PRICE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
LISA ULRIKSON	SECRETARY	0.00	Officer Director	$0	$0	$0
GEOFRY FONG	TREASURER	0.00	Officer Director	$0	$0	$0
PATRICK MCINTYRE	DIRECTOR	0.00	Officer Director	$0	$0	$0
SUSAN ROHAN	DIRECTOR	0.00	Director	$0	$0	$0
ERIC HODES	DIRECTOR	0.00	Director	$0	$0	$0
RON BERTOLINA	DIRECTOR	0.00	Director	$0	$0	$0
DAISUKE BANNAI	DIRECTOR	0.00	Director	$0	$0	$0
ELIZABETH MARCHANT	EXECUTIVE DIRECTOR	40.00	Officer	$149,457	$11,654	$161,111

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	$3,365,185	$2,427,746	$10,005,251	$937,439
2024	$1,954,965	$2,002,220	$9,023,721	$-47,255
2023	$2,310,434	$1,621,875	$8,976,756	$688,559
2022	$3,431,025	$1,525,991	$8,326,021	$1,905,034
2021	$2,923,350	$1,468,635	$7,015,495	$1,454,715
2020	$2,942,120	$2,741,489	$5,608,506	$200,631
2019	$3,041,956	$2,839,305	$4,069,031	$202,651
2018	$3,218,273	$2,918,218	$3,852,090	$300,055

PLACER ARC