BROC COMMUNITY ACTION IN SOUTHWEST… - Form 990 Financial Data

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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

CHRISTOPHER HOYT

Phone

8027750878

Tax Period

2023-10-01 to 2024-09-30

BROC COMMUNITY ACTION IN SOUTHWESTERN VERMONT, founded in 1965, is a community nonprofit in the Community Improvement sector that reported $9.2M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

PROVIDING HOPE, OPPORTUNITY AND A PATH FORWARD OUT OF CRISIS OR POVERTY, SO OUR NEIGHBORS AND COMMUNITIES THRIVE.

Program Service Accomplishments

Program 1

Expenses: $2,243,724

COMMUNITY SERVICES - ADMINISTERS PROGRAMS AND SERVICES TO HELP ALLEVIATE POVERTY, PREVENT CRISIS, AND HELP PEOPLE WITH LOW OR LIMITED INCOME BECOME SELF-SUFFICIENT. PROGRAMS AND SERVICES INCLUDE...

COMMUNITY SERVICES - ADMINISTERS PROGRAMS AND SERVICES TO HELP ALLEVIATE POVERTY, PREVENT CRISIS, AND HELP PEOPLE WITH LOW OR LIMITED INCOME BECOME SELF-SUFFICIENT. PROGRAMS AND SERVICES INCLUDE FAMILY ECONOMIC DEVELOPMENT, EMERGENCY FOOD SHELF, FOOD AND NUTRITION EDUCATION, FUEL AND UTILITIES, AND HOUSING AND HOMELESS ASSISTANCE.

Program 2

Expenses: $4,516,398 Revenue: $325,529

WEATHERIZATION - ADMINISTERS PROGRAMS TO HELP LOW AND LIMITED INCOME ELIGIBLE FAMILIES REDUCE ENERGY COSTS IN THEIR HOME. PRIORITIES ARE GIVEN TO ELDERLY, DISABLED, AND HOUSEHOLDS WITH CHILDREN UNDER THE AGE OF FIVE. ADMINISTERS SOUTHWESTERN VERMONT ENERGY SAVERS (SAVE'S) AS A FEE BASED ENERGY EFFICIENT SERVICE FOR THE GENERAL COMMUNITY.

Program 3

Expenses: $916,209

ECONOMIC DEVELOPMENT - ADMINISTERS THE MICRO BUSINESS DEVELOPMENT PROGRAM THAT ASSIST PEOPLE IN THE STARTING OR EXPANDING A SMALL BUSINESS AS WELL AS DEVELOP JOB SKILLS, ALSO ADMINISTERS THE VERMONT...

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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 $8,759,868

Program Service Revenue $478,648

Investment Income $7,685

Other Revenue $0

TOTAL REVENUE $9,246,201

Expense Breakdown

Grants Paid $3,945,685

Salaries & Benefits $3,916,303

Fundraising Expenses $0

Program Expenses $8,270,851

Other Expenses $1,287,475

TOTAL EXPENSES $9,149,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,246,201	$7,782,687	+0.2%
Expenses	$9,149,463	$7,765,634	+0.2%
Net Income	$96,738	$17,053	+4.7%

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

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

$230,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JEAN INGLEE	PRESIDENT	2.00	Officer Director	$0	$0	$0
CHRISTOPHER HOYT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GEORGE SABOL	TREASURER	2.00	Officer Director	$0	$0	$0
ANTONIETTA DUTIL ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
KELLY MORIARTY	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID DURFEE	BOARD MEMBER	2.00	Director	$0	$0	$0
CARRIE COVEY	BOARD MEMBER	2.00	Director	$0	$0	$0
RAY HAYNES	BOARD MEMBER	2.00	Director	$0	$0	$0
MARY HOWARD	BOARD MEMBER	2.00	Director	$0	$0	$0
SHANNA LAFLAMME	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON GOODSPEED	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER PAQUETTE	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS DONAHUE	CHIEF EXECUTIVE OFFICER	40.00	Officer	$118,890	$13,141	$132,031
THEODORE RAPPAHAHN	DIRECTOR OF FINANCE	40.00	Officer	$93,473	$5,388	$98,861

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	$9,246,201	$9,149,463	$4,423,340	$96,738
2023	$7,782,687	$7,765,634	$4,414,968	$17,053
2022	$9,366,618	$9,033,648	$4,592,577	$332,970
2021	$8,133,821	$7,342,571	$3,811,905	$791,250
2020	$6,434,896	$6,375,566	$3,899,057	$59,330
2019	$5,393,549	$5,573,078	$3,462,639	$-179,529
2018	$5,280,855	$5,356,410	$3,660,492	$-75,555

BROC COMMUNITY ACTION IN SOUTHWESTERN VERMONT