WALDO COMMUNITY ACTION PARTNERS (EIN 016020566) - 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

1965

Legal Domicile

Principal Officer

DONNA KELLEY

Phone

2073386809

Tax Period

2024-01-01 to 2024-12-31

WALDO COMMUNITY ACTION PARTNERS, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $19.2M in total revenue in fiscal year 2024.

Mission

EMPOWERING FAMILIES, INDIVIDUALS AND COMMUNITIES BY REMOVING BARRIERS, PROMOTING ECONOMIC STABILITY, AND IMPROVING QUALITY OF LIFE.

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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 $5,944,254

Program Service Revenue $12,330,777

Investment Income $462,953

Other Revenue $438,432

TOTAL REVENUE $19,176,416

Expense Breakdown

Grants Paid $7,754,802

Salaries & Benefits $8,295,146

Fundraising Expenses $0

Program Expenses $17,585,508

Other Expenses $3,375,134

TOTAL EXPENSES $19,425,082

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,176,416	$19,624,909	0.0%
Expenses	$19,425,082	$18,936,815	+0.0%
Net Income	$-248,666	$688,094	-1.4%

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

221

Volunteers

119

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

$294,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH MARTIN	SECRETARY	0.01	Officer Director	$0	$0	$0
JOANNE PEASE	TREASURER	0.01	Officer Director	$0	$0	$0
JASON MOODY	CHAIR	0.01	Officer Director	$0	$0	$0
LT MATTHEW CURTIS	VICE CHAIR	0.01	Officer Director	$0	$0	$0
PAT CLARK	DIRECTOR	0.01	Director	$0	$0	$0
CHIP CURRY	DIRECTOR	0.01	Director	$0	$0	$0
ART FAIRBROTHER	DIRECTOR	0.01	Director	$0	$0	$0
JOYCE FENNER	DIRECTOR	0.01	Director	$0	$0	$0
MELISSA HARDING	POLICY COUNCIL MEMBER	0.01	Director	$0	$0	$0
DAN HORTON	DIRECTOR	0.01	Director	$0	$0	$0
ROBERT JOHANSEN	DIRECTOR	0.01	Director	$0	$0	$0
WALTER ASH JR	DIRECTOR	0.01	Director	$0	$0	$0
KIM MITCHELL	DIRECTOR THRU JULY 24'	0.01	Director	$0	$0	$0
GARY MOORE	DIRECTOR	0.01	Director	$0	$0	$0
LIYNDA MUNRO	DIRECTOR	0.01	Director	$0	$0	$0
WESLEY NEFF	DIRECTOR	0.01	Director	$0	$0	$0
JEMMA PENBERTHY	DIRECTOR	0.01	Director	$0	$0	$0
LINDA STEC	DIRECTOR	0.01	Director	$0	$0	$0
DONNA M KELLEY	PRESIDENT & CEO	40.00	Officer	$155,452	$15,231	$170,683
LEEANN T HOROWITZ	CFO	40.00	Officer	$102,143	$22,062	$124,205
MICHAEL HALLUNDBAAEK	TRANSIT DIRECTOR	40.00	Highest	$110,219	$1,900	$112,119
KATIE BAGLEY	HUMAN RESOURCE MANAGER	40.00	Highest	$101,351	$15,485	$116,836

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
2024	$19,176,416	$19,425,082	$15,806,710	$-248,666
2023	$19,624,909	$18,936,815	$16,328,093	$688,094
2022	$19,020,396	$17,396,150	$15,582,093	$1,624,246
2021	$19,879,626	$15,048,800	$14,143,025	$4,830,826
2020	$15,930,377	$11,706,680	$8,765,932	$4,223,697
2019	$13,824,138	$13,122,886	$3,565,295	$701,252
2018	$12,655,690	$12,379,576	$2,794,305	$276,114

WALDO COMMUNITY ACTION PARTNERS