THE COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT INC (EIN 060813725) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

MICHELLE JAMES

Phone

2037444700

Tax Period

2024-01-01 to 2024-12-31

THE COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT INC, founded in 1965, is a mid-sized nonprofit in the Community Improvement sector that reported $13.5M in total revenue in fiscal year 2024.

Mission

PROVIDE SERVICES TO COMBAT POVERTY & PROMOTE SELF SUFFICIENCY AMONG RESIDENTS OF WESTERN CT

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,003,221

Program Service Revenue $526,147

Investment Income $2,998

Other Revenue $4,208

TOTAL REVENUE $13,536,574

Expense Breakdown

Grants Paid $7,345,458

Salaries & Benefits $4,451,517

Fundraising Expenses $146,354

Program Expenses $11,667,054

Other Expenses $1,353,282

TOTAL EXPENSES $13,150,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,536,574	$13,618,038	0.0%
Expenses	$13,150,257	$13,121,912	+0.0%
Net Income	$386,317	$496,126	-0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$354,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE JAMES	EXECUTIVE DIRECTOR	35.00	Officer	$152,075	$25,701	$177,776
ANDREW DRAP	FINANCE DIRECTOR	35.00	Officer	$83,849	$20,200	$104,049
JANE BUCHER	ASSISTANT FINANCE DIRECTOR	35.00	Officer	$71,253	$1,826	$73,079
MARY KORIN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
CREIGHTON LEE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD MATZINGER	TREASURER	1.00	Officer Director	$0	$0	$0
ELISE COLEMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
GLENDA ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
MAYOR PETE BASS	DIRECTOR	1.00	Director	$0	$0	$0
DORALIS FLORENTINO	DIRECTOR	1.00	Director	$0	$0	$0
JULY MILIANO	DIRECTOR	1.00	Director	$0	$0	$0
GERMAINE HOUNSOU MAMA	DIRECTOR	1.00	Director	$0	$0	$0
MARLENE MORGADO	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
KENT ROHRER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SMART	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA WHITAKER	DIRECTOR	1.00	Director	$0	$0	$0
FAYE WALTON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF M RIECK	DIRECTOR TO AUG 2024	1.00	Director	$0	$0	$0

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	$13,536,574	$13,150,257	$5,078,160	$386,317
2023	$13,618,038	$13,121,912	$4,853,319	$496,126
2022	$14,801,110	$14,197,846	$4,898,323	$603,264
2022	$14,801,110	$14,197,846	$4,898,323	$603,264
2021	$12,103,732	$11,974,614	$3,614,776	$129,118
2020	$8,505,799	$8,169,605	$2,573,770	$336,194
2019	$7,824,896	$7,708,094	$1,988,349	$116,802
2018	$9,118,228	$9,132,258	$2,023,361	$-14,030

THE COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT INC