COMMUNITY ACTION PIONEER VALLEY (EIN 042384972) - 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

LAURA LABOUNTY

Phone

4137742318

Tax Period

2023-10-01 to 2024-09-30

COMMUNITY ACTION PIONEER VALLEY, founded in 1965, is a mid-sized nonprofit that reported $46.3M in total revenue in fiscal year 2023.

Mission

TO PROMOTE ECONOMIC JUSTICE AND IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LOW INCOMES.

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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 $31,535,790

Program Service Revenue $14,766,105

Investment Income $1,599

Other Revenue $0

TOTAL REVENUE $46,303,494

Expense Breakdown

Grants Paid $14,919,842

Salaries & Benefits $17,400,965

Fundraising Expenses $85,204

Program Expenses $41,751,665

Other Expenses $12,874,544

TOTAL EXPENSES $45,195,351

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,303,494	$43,069,645	+0.1%
Expenses	$45,195,351	$42,543,741	+0.1%
Net Income	$1,108,143	$525,904	+1.1%

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

357

Volunteers

500

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

$294,819

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA MCCONNELL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZBETH DEL TORO-MEIJAS	CLERK	1.00	Officer Director	$0	$0	$0
CHELSEA DEPAULT	TREASURER	1.00	Officer Director	$0	$0	$0
MARIA MORENO	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL MCMAHON	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA SUTTON	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN CAIN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BERG	DIRECTOR	1.00	Director	$0	$0	$0
CHARITY DAY	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
NELLIE TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA BLACK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BRAININ	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE SPATCHER	DIRECTOR	1.00	Director	$0	$0	$0
GABRIELLE FIELD	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS METAXES	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MOYSTON	DIRECTOR	1.00	Director	$0	$0	$0
ALENA BARTOLI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HIRD	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE BROUSSEAU-PEREIRA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ALEO	DIRECTOR	1.00	Director	$0	$0	$0
MARY CLARE HIGGINS	EXECUTIVE DIRECTOR	37.50	Officer	$156,906	$12,317	$169,223
LAURA LABOUNTY	DIRECTOR OF FINANCE	37.50	Officer	$120,729	$4,867	$125,596
JANNA TETREAULT	PROGRAM DIRECTOR	37.50	Highest	$109,550	$21,476	$131,026
JESSICA THOMPSON	COMMUNICATIONS DIRECTOR	37.50	Highest	$119,654	$19,795	$139,449

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	$46,303,494	$45,195,351	$12,274,362	$1,108,143
2023	$43,069,645	$42,543,741	$9,386,917	$525,904
2022	$42,326,091	$42,299,003	$8,699,823	$27,088
2021	$31,048,815	$30,439,920	$9,379,762	$608,895
2020	$29,838,934	$29,768,504	$7,969,732	$70,430
2019	$30,316,497	$30,323,726	$4,923,633	$-7,229

COMMUNITY ACTION PIONEER VALLEY