CATTARAUGUS-ALLEGANY WORKFORCE INV… - 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

2000

Legal Domicile

Phone

7168060060

Tax Period

2024-07-01 to 2025-06-30

CATTARAUGUS-ALLEGANY WORKFORCE INVESTMENT BOARD, founded in 2000, is a community nonprofit in the Employment sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

TO ENSURE SKILLED WORKERS ARE AVAILABLE TO LOCAL EMPLOYERS AND TO PREPARE STUDENTS AND YOUTH FOR THE LOCAL JOB MARKET

Program Service Accomplishments

Program 1

Expenses: $1,266,927 Revenue: $1,658,905

WORKFORCE INVESTMENT ACT - includes Adult, Youth and Dislocated Worker programs

Program 2

Expenses: $84,616 Revenue: $84,616

NY SCION - The New York Systems Change and Inclusive Opportunities Network (NY SCION) program seeks to improve the participation of individuals with disabilities, including individuals with...

NY SCION - The New York Systems Change and Inclusive Opportunities Network (NY SCION) program seeks to improve the participation of individuals with disabilities, including individuals with intellectual and developmental disabilities, in workforce systems and improve their employment outcomes via a sustainable, job-driven, inclusive model that involves businesses and workforce demand.

Program 3

Expenses: $36,161 Revenue: $36,161

TRADE ADJUSTMENT ASSISTANCE PROGRAM - designed to provide adjustment assistance to qualified workers adversely affected by foreign trade so that they may find suitable re-employment.

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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 $1,822,646

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,822,646

Expense Breakdown

Grants Paid $0

Salaries & Benefits $332,999

Fundraising Expenses $0

Program Expenses $1,387,704

Other Expenses $1,481,673

TOTAL EXPENSES $1,814,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,822,646	$1,303,080	+0.4%
Expenses	$1,814,672	$1,303,626	+0.4%
Net Income	$7,974	$-546	-15.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jason Miller	Executive Director	35.00		$73,592	$0	$73,592
Brian George	Chair	1.00	Officer Director	$0	$0	$0
Anthony Nagel	Director	1.00	Director	$0	$0	$0
Kathleen Martell	Director	1.00	Director	$0	$0	$0
Frank McAndrew	Secretary	1.00	Officer Director	$0	$0	$0
Tamara Warner	Director	1.00	Director	$0	$0	$0
Ed Giardini	Director	1.00	Director	$0	$0	$0
Carissa Knapp	Director	1.00	Director	$0	$0	$0
Jessica Golley	Director	1.00	Director	$0	$0	$0
Ashley Smith	Director	1.00	Director	$0	$0	$0
Kent Joesel	Director	1.00	Director	$0	$0	$0
Jeremy Martin	Director	1.00	Director	$0	$0	$0
Jude Auman	Director	1.00	Director	$0	$0	$0
Chris Chase	Director	1.00	Director	$0	$0	$0
Lisa Lee	Director	1.00	Director	$0	$0	$0
Rich Baire	Director	1.00	Director	$0	$0	$0
Tara DeLong	Vice Chair	1.00	Officer Director	$0	$0	$0
Kelly Reed	Director	1.00	Director	$0	$0	$0
Meme Yanetsko	Director	1.00	Director	$0	$0	$0
Steve Simons	Director	1.00	Director	$0	$0	$0
Lesley Christman	Director	1.00	Director	$0	$0	$0
Kelly Gerrity	Director	1.00	Director	$0	$0	$0
Bethanne Guest-Bergum	Director	1.00	Director	$0	$0	$0
Whitney Verbridge	Director	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
2025	$1,822,646	$1,814,672	$374,646	$7,974
2024	$1,303,080	$1,303,626	$323,630	$-546
2023	$1,505,723	$1,495,352	$339,909	$10,371
2022	$1,112,980	$1,117,314	$97,463	$-4,334
2021	$1,050,094	$1,038,505	$104,547	$11,589
2020	$1,175,683	$1,174,726	$133,257	$957
2019	$1,141,493	$1,140,470	$116,743	$1,023

CATTARAUGUS-ALLEGANY WORKFORCE INVESTMENT BOARD