The Arc of San Antonio Inc

Nonprofit profile at a glance

EIN
741200110
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
San Antonio, TX, USA
Phone
2104904300
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Mental Health Treatment F31 Psychiatric, Mental Health Hospital

Official website

Reported finances

Revenue
$4,349,894
Expenses
$4,395,751
Assets
$4,090,203
Liabilities
$288,391

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

Leadership & pay

20 people listed

Executive titles in this filing

  • DONA M KOTZUR (CEO)
  • PAUL HUCKABAY (BOARD President)
  • GREGG CHINN (Vice President)
  • KAREN RIDOUT (PAST PRESIDENT)

Highest reported compensation

  • DONA M KOTZUR (CEO): $124,278 total reported compensation
  • AMANDA WEBER (CFO): $91,666 total reported compensation
  • SUSAN J MCGONAGLE (PAST CFO): $23,077 total reported compensation

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

Overview

Mission

To improve the quality of life for people with intellectual and developmental disabilities (IDD) and those who care for them.

What it reported doing in 2024

Case Management: Our case management services assist individuals with IDD and their families in navigating the complex world of social services, education, funding, and future planning. Case managers provide information about available resources, assistance with accessing those resources, and help families make well-informed decisions on behalf of the person in their care. Case managers also advocate in the schools and in the community on behalf of people with IDD and their families. They hold frequent information sessions for parents, care givers, professionals, and educators to increase awareness of the issues facing people with special needs.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 92
  • Accountability: 100
  • Sustainability: 37
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.2%; rating input score 87
  • Program expense ratio: 86.2%; rating input score 86
  • Fundraising efficiency: $3.87 raised per $1 spent on fundraising; rating input score 12; 12th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • 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; 63rd 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: -1.1%; rating input score 29; 29th percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 65; 65th percentile among comparable filings
  • Officer compensation ratio: 5.4%; rating input score 50; 50th percentile among comparable filings

Growth

  • Program expense growth: 13.6% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 44th percentile among comparable filings
  • Asset growth: -4.5% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 87.2% of revenue deployed · 86.2% of spending went to programs
  • Governance: 17 of 17 board members independent · 9 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $3.8M in reported program spending
  • Leadership: top reported pay $124K · 20 people listed
  • Highest-paid contractors: 1 contractor listed · $130K reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • 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 — Financial Efficiency: Fundraising efficiency scored 12/100.
  • High — Sustainability: Operating margin scored 29/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • Review — Sustainability: Officer compensation ratio scored 50/100.