WARREN-HAMILTON COUNTIES ACTION CO… - 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

1966

Legal Domicile

Principal Officer

LYNN ACKERSHOEK

Phone

5187930636

Tax Period

2023-12-01 to 2024-11-30

WARREN-HAMILTON COUNTIES ACTION COMMITTEE FOR ECONOMIC OPPORTUNITY INC, founded in 1966, is a community nonprofit in the Community Improvement sector that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.8M left a modest 4% surplus.

Mission

THE AGENCY PROVIDES VARIOUS COMMUNITY SERVICES AND BENEFITS INCLUDING WEATHERIZATION, TRANSPORTATION, NUTRITION EDUCATION AND ASSISTANCE, CLIENT ASSISTANCE, OUTREACH PROGRAMS TO RESIDENTS OF WARREN AND HAMILTON COUNTIES THROUGH PROGRAMS FUNDED MAINLY WITH THE ASSISTANCE OF LOCAL, STATE, AND FEDERAL GRANTS.

Program Service Accomplishments

Program 1

Expenses: $854,625 Revenue: $3,788

WEATHERIZATION PROGRAM: INSTALL WINDOWS AND DOORS, REPAIR AND REPLACE FURNACES, HOT WATER TANKS, AND OTHER ENERGY SAVING DEVICES FOR ELDERLY AND ECONOMICALLY CHALLENGED INDIVIDUALS AND FAMILIES.

Program 2

Expenses: $1,809,610 Revenue: $78,360

COMMUNITY SERVICES BLOCK GRANT: PROGRAM DESIGNED TO PROMOTE & FACILITATE EFFECTIVE INVOLVEMENT OF NEIGHBORHOOD RESIDENTS IN SOLVING PROBLEMS - PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD...

COMMUNITY SERVICES BLOCK GRANT: PROGRAM DESIGNED TO PROMOTE & FACILITATE EFFECTIVE INVOLVEMENT OF NEIGHBORHOOD RESIDENTS IN SOLVING PROBLEMS - PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD, TRANSPORTATION, AND EMERGENCY HOUSING AND UTILITY ASSISTANCE

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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 $2,822,084

Program Service Revenue $82,148

Investment Income $46

Other Revenue $0

TOTAL REVENUE $2,904,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,118,981

Fundraising Expenses $0

Program Expenses $2,664,235

Other Expenses $1,665,491

TOTAL EXPENSES $2,784,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,904,278	$2,590,015	+0.1%
Expenses	$2,784,472	$2,610,182	+0.1%
Net Income	$119,806	$-20,167	-6.9%

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

N/A

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

$170,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM CAMPINELL	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN STROUGH	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PETER MCDEVITT	TREASURER	2.00	Officer Director	$0	$0	$0
SHARI MACRI	SECRETARY	2.00	Officer Director	$0	$0	$0
FRANK THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
EDNA FRASIER	DIRECTOR	1.00	Director	$0	$0	$0
ED DONAHUE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTA BLY	DIRECTOR	1.00	Director	$0	$0	$0
HANNA HALL	DIRECTOR	1.00	Director	$0	$0	$0
EPHRIAM EMMANUEL	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE MATTHEWS	DIRECTOR	1.00	Director	$0	$0	$0
VIKI ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHLEEN CATALFAMO	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL FORTINI VALK	DIRECTOR	1.00	Director	$0	$0	$0
ARMAND CHUCK FRIGON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN ACKERSHOEK	EXECUTIVE DIRECTOR	30.00	Officer	$93,543	$16,713	$110,256
KATHLEEN FRENCH	FISCAL OFFICER	35.00	Officer	$43,119	$16,713	$59,832

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	$2,904,278	$2,784,472	$987,547	$119,806
2023	$2,590,015	$2,610,182	$987,825	$-20,167
2022	$2,845,450	$2,828,378	$812,239	$17,072
2021	$2,609,574	$2,536,704	$823,409	$72,870
2020	$1,389,845	$1,380,345	$773,183	$9,500
2019	$1,430,003	$1,470,479	$671,279	$-40,476
2018	$1,507,297	$1,519,411	$478,585	$-12,114

WARREN-HAMILTON COUNTIES ACTION COMMITTEE FOR ECONOMIC OPPORTUNITY INC