COMMUNITY ACTION AGENCY OF SOMERVI… - 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

1981

Legal Domicile

Principal Officer

TAINA MCFIELD

Phone

6176237370

Tax Period

2024-12-01 to 2025-11-30

COMMUNITY ACTION AGENCY OF SOMERVILLE, founded in 1981, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2024.

Mission

THE MISSION OF COMMUNITY ACTION AGENCY OF SOMERVILLE (CAAS) IS TO HELP LOCAL FAMILIES AND INDIVIDUALS ACHIEVE FINANCIAL SECURITY WHILE WORKING TO ELIMINATE THE ROOT CAUSES OF ECONOMIC INJUSTICE.

Program Service Accomplishments

Program 1

Expenses: $7,173,522

HEAD START IS A COMPREHENSIVE DEVELOPMENTAL PRESCHOOL PROGRAM THAT PROVIDES WRAP-AROUND SERVICES TO OVER 200 LOW-INCOME CHILDREN AND THEIR FAMILIES EACH YEAR, INCLUDING EXTENSIVE SUPPORTS IN THE...

HEAD START IS A COMPREHENSIVE DEVELOPMENTAL PRESCHOOL PROGRAM THAT PROVIDES WRAP-AROUND SERVICES TO OVER 200 LOW-INCOME CHILDREN AND THEIR FAMILIES EACH YEAR, INCLUDING EXTENSIVE SUPPORTS IN THE ECONOMIC, SOCIAL, HEALTH, NUTRITIONAL AND PSYCHOLOGICAL DOMAINS. HEAD START SERVES LOW-INCOME RESIDENTS OF SOMERVILLE AND CAMBRIDGE.

Program 2

Expenses: $2,339,680

THE HOUSING ADVOCACY PROGRAM (HAP) PROVIDES EVICTION PREVENTION SERVICES TO APPROXIMATELY 450 LOW-INCOME INDIVIDUALS AT RISK OF HOMELESSNESS EACH YEAR. HAP SERVES LOW-INCOME RESIDENTS OF SOMERVILLE ONLY. COMMUNITY ORGANIZING AND ADVOCACY TAKES A SYSTEMATIC APPROACH TO REDUCING POVERTY BY ENGAGING LOW-INCOME RESIDENTS OF SOMERVILLE IN COLLECTIVELY PUSHING FOR SOCIAL CHANGE. FINALLY, WE ALSO PROVIDE A ROBUST REFERRAL NETWORK TO HELP TO DIRECT OUR LOW-INCOME NEIGHBORS TO OTHER SERVICE PROVIDERS AND RESOURCES.

Program 3

Expenses: $34,197

VOLUNTEER INCOME TAX ASSISTANCE (VITA) OFFERS FREE FEDERAL & STATE TAX RETURN PREPARATION FOR LOW INCOME FAMILIES IN THE SOMERVILLE AREA PROVIDED BY TRAINED VOLUNTEERS. THE PROGRAM INCREASES THE...

VOLUNTEER INCOME TAX ASSISTANCE (VITA) OFFERS FREE FEDERAL & STATE TAX RETURN PREPARATION FOR LOW INCOME FAMILIES IN THE SOMERVILLE AREA PROVIDED BY TRAINED VOLUNTEERS. THE PROGRAM INCREASES THE CAPACITY FOR LOW-INCOME FAMILIES TO FILE RETURNS, AND IMPROVES THE ACCURACY OF THE RETURNS.

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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 $10,516,636

Program Service Revenue $0

Investment Income $3,577

Other Revenue $56,907

TOTAL REVENUE $10,577,120

Expense Breakdown

Grants Paid $1,122,809

Salaries & Benefits $7,478,757

Fundraising Expenses $10,540

Program Expenses $9,547,399

Other Expenses $1,742,070

TOTAL EXPENSES $10,343,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,577,120	$10,494,305	+0.0%
Expenses	$10,343,636	$10,155,043	+0.0%
Net Income	$233,484	$339,262	-0.3%

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

113

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

$326,489

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDRE GREEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JORDAN HARRIS	TREASURER	5.00	Officer Director	$0	$0	$0
TAINA MCFIELD	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JANINE LOTTI	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KELSEY COWEN	CLERK, DIRECTOR	2.00	Officer Director	$0	$0	$0
APRILL BRANDON	DIRECTOR	2.00	Director	$0	$0	$0
TINA CABRAL	DIRECTOR	2.00	Director	$0	$0	$0
EMILY DIXON	DIRECTOR	2.00	Director	$0	$0	$0
CLARYCE EVANS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL EPSTEIN	DIRECTOR	2.00	Director	$0	$0	$0
LISA FIORE	DIRECTOR	2.00	Director	$0	$0	$0
ROSE FRANCOIS	DIRECTOR	2.00	Director	$0	$0	$0
CRISTINA GAGO	DIRECTOR	2.00	Director	$0	$0	$0
OLIVIA HOWLEY	DIRECTOR	2.00	Director	$0	$0	$0
SONIA ROSA	DIRECTOR	2.00	Director	$0	$0	$0
DENISSE RUIZ	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GIBBS	EXECUTIVE DIRECTOR	35.00	Officer	$138,357	$33,122	$171,479
LISA LEWIS	DIRECTOR OF FINANCE	35.00	Officer	$153,597	$1,413	$155,010
JESSICA LEONARD	HEAD START DIRECTOR	35.00	Highest	$116,985	$32,077	$149,062
JOHN HSIEH	DEPUTY DIRECTOR	35.00	Highest	$119,613	$275	$119,888

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
2025	$10,577,120	$10,343,636	$5,439,374	$233,484
2024	No data	No data	No data	No data
2023	$9,707,681	$9,340,150	$6,037,257	$367,531
2022	$9,077,292	$8,654,534	$3,462,447	$422,758
2021	$6,600,399	$6,767,746	$3,713,517	$-167,347
2020	$6,840,836	$6,398,082	$3,193,457	$442,754
2019	$5,491,657	$5,499,983	$2,834,071	$-8,326
2018	$5,468,673	$5,324,582	$2,887,564	$144,091

COMMUNITY ACTION AGENCY OF SOMERVILLE