The Arc of Monroe

Nonprofit profile at a glance

EIN
160835172
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Rochester, NY, United States
Phone
(585) 271-0660
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Residential Mental Health Treatment

Official website

Reported finances

Revenue
$62,533,438
Expenses
$53,490,540
Assets
$38,214,720
Liabilities
$13,219,465

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • TRACY PETRICHICK (CHIEF EXECUTIVE OFFICER)
  • MICHELE SUHR (VICE PRESIDENT RESIDENTIAL AND DAY SERVICES)
  • PETER DANCER (VICE PRESIDENT FOR QUALITY AND COMPLIANCE)
  • LINDA RIGGS (VICE PRESIDENT COMMUNITY SERVICES)

Highest reported compensation

  • TRACY PETRICHICK (CHIEF EXECUTIVE OFFICER): $353,321 total reported compensation
  • MIKE ZAZZARA (CHIEF OPERATING OFFICER): $215,448 total reported compensation
  • MICHAEL YANKLOWSKI (CHIEF FINANCIAL OFFICER): $191,437 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Empower people to live truly integrated lives and reach their full potential within a progressive community. The Careforce Affordability Initiative to support affordability housing, childcare and healthcare for direct care staff. We thank our state representatives for hearing us and believing in our mission. Your voice truly matters and with just a few clicks, you can send a message directly to your legislators asking for these items by clicking the button below. We are grateful for the Governor’s foundational support, and we are now calling on the Governor and Legislature to work together to adopt these enhanced priorities in the final Enacted Budget. This will ensure our frontline providers can continue their vital work without compromise. Our goals for the final budget include: A 4% Targeted Inflationary Increase (TII), as proposed in the one-house bills. The Careforce...

What it reported doing in 2024

Day habilitation - in 2024, the arc provided a wide variety of day habilitation services to more than 300 individuals in five site-based settings, as well as two community based programs. Each day site provides unique opportunities for learning new skills geared to different ages and disability levels. Classes include horticulture, music, dance, and art therapy. One of the community programs focuses on volunteer efforts to help develop employment skills and the other is a retirement program that is integrated into a wide number of community programs and activities.

Operating model

Revenue model
Earned-program. 87% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 94
  • Accountability: 100
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.5%; rating input score 76
  • Program expense ratio: 89.6%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 6 of 6 controls in place; rating input score 100
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 14.5%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 0.71; rating input score 28; 28th percentile among comparable filings
  • Liabilities to assets ratio: 0.35; rating input score 51; 51st percentile among comparable filings
  • Officer compensation ratio: 2.6%; rating input score 44; 44th percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 23rd percentile among comparable filings
  • Revenue growth: 3.3% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: 4% per year; rating input score 100; 28th percentile among comparable filings

Details

  • What they do: 4 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 76.5% of revenue deployed · 89.6% of spending went to programs
  • Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $47.9M in reported program spending
  • Leadership: top reported pay $353K · 22 people listed · 6 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $564K reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 28/100.
  • Moderate — Sustainability: Officer compensation ratio scored 44/100.
  • Review — Sustainability: Liabilities to assets ratio scored 51/100.