SOUTHEASTERN VERMONT COMMUNITY ACTION INC (EIN 030216740) - 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

JOSH DAVIS

Phone

8027224575

Tax Period

2023-10-01 to 2024-09-30

SOUTHEASTERN VERMONT COMMUNITY ACTION INC, founded in 1965, is a community nonprofit in the Human Services sector that reported $9.2M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring.

Mission

TO ENABLE PEOPLE TO COPE WITH, AND REDUCE THE HARDSHIPS OF POVERTY; CREATE SUSTAINABLE SELF-SUFFICIENCY; AND REDUCE THE CAUSES AND MOVE TOWARD THE ELIMINATION OF POVERTY.

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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 $8,662,804

Program Service Revenue $478,487

Investment Income $15,022

Other Revenue $0

TOTAL REVENUE $9,156,313

Expense Breakdown

Grants Paid $1,001,938

Salaries & Benefits $4,846,802

Fundraising Expenses $0

Program Expenses $7,771,800

Other Expenses $3,221,086

TOTAL EXPENSES $9,069,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,156,313	$17,516,580	-0.5%
Expenses	$9,069,826	$17,969,110	-0.5%
Net Income	$86,487	$-452,530	-1.2%

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

128

Volunteers

345

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

$188,697

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS DOUGHERTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
MANDY GILES	TREASURER	1.00	Officer Director	$0	$0	$0
CAMILLA ARNOLD	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA ACADIA	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANA MEJIA	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ CRESCI	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE MUNDAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN KENNEDY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN COULEUR	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA ARCHEMBAULT	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN DEVLIN	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$102,770	$11,354	$114,124
JOSHUA DAVIS	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
LISA WHITNEY	DIRECTOR OF FINANCE	40.00	Officer	$0	$0	$0
RICHARD FOX	DIRECTOR OF FINANCE - TERMINATED	40.00	Officer	$50,569	$2,962	$53,531
KEVIN BRENNAN	EXECUTIVE DIRECTOR - TERMINATED	40.00	Officer	$20,328	$714	$21,042

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	$9,156,313	$9,069,826	$3,703,675	$86,487
2023	$17,516,580	$17,969,110	$4,449,218	$-452,530
2022	$24,692,531	$24,658,157	$4,906,529	$34,374
2021	$25,645,844	$25,629,462	$5,861,023	$16,382
2020	$7,646,170	$7,080,451	$4,616,706	$565,719
2019	$6,647,171	$5,751,213	$3,209,009	$895,958
2018	$5,505,304	$5,522,448	$2,392,235	$-17,144

SOUTHEASTERN VERMONT COMMUNITY ACTION INC