THE ARC OF VENTURA COUNTY INC

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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

Principal Officer

ESTHER ANAYA

Phone

8056508611

Tax Period

2023-07-01 to 2024-06-30

THE ARC OF VENTURA COUNTY INC, founded in 1954, is a mid-sized nonprofit in the Human Services sector that reported $13.2M in total revenue in fiscal year 2023.

Mission

EACH INDIVIDUAL SERVED AT THE ARC OF VENTURA COUNTY IS VALUED AND EXPERIENCE A GENUINELY SATISFYING LIFE. THE ARC OF VENTURA COUNTY, INC., PROVIDES QUALITY PROGRAMS AND SERVICES TO OVER 700 INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THAT PROMOTE AND ENCOURAGE COMMUNITY INTEGRATION, COMMUNITY LIVING AND COMPETITIVE EMPLOYMENT AND EMPLOYS 203 STAFF MEMBERS. AS EVIDENCE OF OUR COMMITMENT TO PROGRAMMING EXCELLENCE, THE ARC OF VENTURA COUNTY, INC., HAS BEEN ACCREDITIED BY CARF (THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES) SINCE 1979.

Program Service Accomplishments

Program 1

Expenses: $8,999,079 Revenue: $8,805,095

COMMUNITY INTEGRATION PROGRAMS - SERVING 517 INDIVIDUALS - THE ARC OF VENTURA COUNTY'S COMMUNITY INTEGRATION SERVICES OFFER PEOPLE THE OPPORTUNITY TO PARTICIPATE IN A VARIETY OF MEANINGFUL ACTIVITIES OF THEIR CHOOSING THAT ARE PERSON-CENTERED, COMMUNITY-BASED AND SUPPORT FULL INCLUSION. ACTIVITIES INCLUDE PROVIDING VALUED VOLUNTEER SERVICE TO COMMUNITY ORGANIZATIONS AND GAINING SKILLS THAT CAN LEAD TO EMPLOYMENT; TAKING COURSES TO FURTHER EDUCATION; RECREATIONAL ACTIVITIES; EXPRESSIVE ARTISTRY; IMPROVING HEALTH AND WELLNESS; PRACTICE DAILY LIVING SKILLS AND SELF-ADVOCACY. ACCESSING COMMUNITY AND PUBLIC RESOURCES ARE AN INTEGRAL COMPONENT OF THIS SERVICE.

Program 2

Expenses: $1,191,012 Revenue: $1,229,976

COMMUNITY LIVING SERVICES - SERVING 107 INDIVIDUALS - THE ARC OF VENTURA COUNTY'S COMMUNITY LIVING PROGRAMS PROVIDE TRAINING AND SUPPORT TO A GROWING NUMBER OF PEOPLE WHO WANT TO BE SELF-RELIANT AND LIVE INDEPENDENTLY. PROGRAMS CATER TO INDIVIDUALS IN A VARIETY OF SEMI-INDEPENDENT LIVING SITUATIONS. THE TRAINING FOR INDEPENDENT LIVING PROGRAM (TIL) FOCUSES ON EFFECTIVE DECISION MAKING AND DAILY LIVING SKILLS TO ACHIEVE THE GOAL OF INDEPENDENT LIVING. INDEPENDENT LIVING SERVICES (ILS) SUPPORT THE NEEDS OF INDIVIDUALS WHO DESIRE TO LIVE INDEPENDENTLY OR WHO HAVE SUCCESSFULLY COMPLETED THE TIL PROGRAM. INDEPENDENT LIVING SERVICES OFFER SUPPORT BASED ON INDIVIDUAL NEEDS AND ENABLES THE PARTICIPANT TO MAINTAIN INDEPENDENCE IN THE COMMUNITY.

Program 3

Expenses: $1,561,826 Revenue: $1,476,749

COMMUNITY EMPLOYMENT SERVICES - SERVING 126 INDIVIDUALS - THE ARC OF VENTURA COUNTY'S COMMUNITY EMPLOYMENT SERVICES EMPOWERS INDIVIDUALS TO EXPLORE THEIR EMPLOYMENT GOALS, INTERESTS AND STRENGTHS...

COMMUNITY EMPLOYMENT SERVICES - SERVING 126 INDIVIDUALS - THE ARC OF VENTURA COUNTY'S COMMUNITY EMPLOYMENT SERVICES EMPOWERS INDIVIDUALS TO EXPLORE THEIR EMPLOYMENT GOALS, INTERESTS AND STRENGTHS. INDIVIDUALS RECEIVE JOB DEVELOPMENT AND PLACEMENT ASSISTANCE TO ATTAIN MEANINGFUL AND REWARDING EMPLOYMENT WITH SATISFIED BUSINESS PARTNERS THROUGHOUT VENTURA COUNTY. JOB COACHES FACILITATE THE PROCESS BY WHICH THE EMPLOYEE IS INTEGRATED INTO THE COMPETITIVE WORKPLACE BY PROVIDING TRAINING AND SUPPORT BASED ON THE NEEDS OF THE EMPLOYEE AND THE EMPLOYER.

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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 $1,706,275

Program Service Revenue $11,482,755

Investment Income $20,552

Other Revenue $29,065

TOTAL REVENUE $13,238,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,529,480

Fundraising Expenses $64,949

Program Expenses $11,751,917

Other Expenses $2,765,553

TOTAL EXPENSES $13,295,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,238,647	$12,315,351	+0.1%
Expenses	$13,295,033	$12,486,255	+0.1%
Net Income	$-56,386	$-170,904	-0.7%

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

304

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

$318,059

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVE LIEBMAN	DIRECTOR	1.00	Director	$0	$0	$0
RODGER EMBURY	SECRETARY	1.00	Officer Director	$0	$0	$0
CYNTHIA CHADWICK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN GRISAFE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JEANNE MACCALDEN KVALE	DIRECTOR	1.00	Director	$0	$0	$0
MARY PLATT	PRESIDENT	1.00	Officer Director	$0	$0	$0
FRED SAGER	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINA SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON HODGES	DIRECTOR	1.00	Director	$0	$0	$0
FRED ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
KIM SINGLETON	DIRECTOR	1.00	Director	$0	$0	$0
CONSUELO WILBER	DIRECTOR	1.00	Director	$0	$0	$0
JERRY O'TOOLE	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET TSAO-BROCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
OSMANY RIOS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA SWISHER SCHULZ	CEO (FORMER)	40.00	Officer	$161,852	$18,589	$180,441
DIANE LANE	DIRECTOR OF FINANCE	40.00	Officer	$95,901	$17,835	$113,736
ESTHER ANAYA	EXECUTIVE DIRECTOR	40.00	Officer	$23,882	$0	$23,882
ANDY MACK	DIRECTOR OF OPERATIONS	40.00	Highest	$111,516	$18,065	$129,581
PAULA JOHNSON	DIRECTOR OF CLINICAL SERVICES	40.00	Highest	$100,427	$15,056	$115,483

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	$13,238,647	$13,295,033	$13,534,287	$-56,386
2023	$12,315,351	$12,486,255	$14,195,405	$-170,904
2022	$12,121,543	$12,072,822	$14,030,768	$48,721
2021	$12,566,115	$12,216,644	$13,957,881	$349,471
2020	$13,648,765	$13,662,484	$13,706,288	$-13,719
2019	$14,215,042	$13,233,515	$11,423,473	$981,527
2018	$13,230,860	$13,064,562	$11,482,681	$166,298