MID WILLAMETTE VALLEY COMMUNITY ACTION AGENCY (EIN 237056987) - 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

1967

Legal Domicile

Principal Officer

JIMMY JONES

Phone

5035856232

Tax Period

2024-07-01 to 2025-06-30

MID WILLAMETTE VALLEY COMMUNITY ACTION AGENCY, founded in 1967, is a mid-sized nonprofit that reported $73.3M in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $69.4M left a modest 5% surplus.

Mission

PROVIDING VITAL SERVICES AND RESOURCES; MEETING THE NEEDS OF OUR COMMUNITY

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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 $73,194,387

Program Service Revenue $63,626

Investment Income $18,600

Other Revenue $-15,427

TOTAL REVENUE $73,261,186

Expense Breakdown

Grants Paid $21,990,694

Salaries & Benefits $35,710,419

Fundraising Expenses $0

Program Expenses $60,341,016

Other Expenses $11,678,181

TOTAL EXPENSES $69,379,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,261,186	$61,111,507	+0.2%
Expenses	$69,379,294	$60,580,010	+0.1%
Net Income	$3,881,892	$531,497	+6.3%

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

749

Volunteers

700

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

$798,946

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JADE RUTLEDGE	VICE CHAIR, TREASURER	1.00	Officer Director	$0	$0	$0
HELEN HONEY	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN KARVANDI	SECRETARY	1.00	Officer Director	$0	$0	$0
CATHERINE TROTTMAN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
STEVE MCCOID	DIRECTOR	1.00	Director	$0	$0	$0
LAURA REID	DIRECTOR (THRU 1/25)	1.00	Director	$0	$0	$0
FRANK LONERGRAN	DIRECTOR	1.00	Director	$0	$0	$0
EUNICE KIM	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA GWYN	DIRECTOR	1.00	Director	$0	$0	$0
LORI MARTZ	DIRECTOR	1.00	Director	$0	$0	$0
RUDY VIGIL	DIRECTOR (AS OF 10/24)	1.00	Director	$0	$0	$0
CATHY CLARK	DIRECTOR (AS OF 1/25)	1.00	Director	$0	$0	$0
CARLOS BARRIENTOS	DIRECTOR (AS OF 1/25)	1.00	Director	$0	$0	$0
ERIKA ROMINE	DIRECTOR (THRU 1/25)	1.00	Director	$0	$0	$0
JEREMY GORDAN	DIRECTOR (THRU 1/25)	1.00	Director	$0	$0	$0
JIMMY JONES	EXECUTIVE DIRECTOR	40.00	Officer	$214,699	$17,294	$231,993
KAOLEE HOYLE	CHIEF FINANCIAL OFFICER	40.00	Officer	$174,030	$17,796	$191,826
HELANA HAYTAS	CHIEF HUMAN RESOURCE OFFICER	40.00	Officer	$94,985	$11,706	$106,691
ROBERT HALE	CHIEF INFORMATION OFFICER	40.00	Officer	$116,731	$2,723	$119,454
ASHLEY HAMILTON	DEPUTY EXECUTIVE DIRECTOR	40.00	Officer	$135,054	$13,928	$148,982
EVA PIGNOTTI	CHIEF PROGRAM OFFICER, EARLY LEARNING AND CHILD CA	40.00	Highest	$128,310	$13,772	$142,082
ROGELIO CORTES	CHIEF PROGRAM OFFICER, WEATHERIZATION AND ENERGY P	40.00	Highest	$108,897	$13,546	$122,443
ELIZABETH SALINAS	PROGRAM DIRECTOR	40.00	Highest	$102,143	$12,897	$115,040
STACEY ELI	ASSOCIATE DIRECTOR	40.00	Highest	$101,336	$12,724	$114,060
SARA WEBB	CHIEF PROGRAM OFFICER, SHELTERING	40.00	Highest	$101,559	$5,841	$107,400

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	$73,261,186	$69,379,294	$49,350,684	$3,881,892
2024	No data	No data	No data	No data
2023	$62,878,401	$55,803,694	$39,659,774	$7,074,707
2022	$64,870,186	$64,545,983	$27,493,323	$324,203
2021	$62,767,748	$54,610,910	$25,806,708	$8,156,838
2020	$32,198,035	$31,033,002	$15,009,363	$1,165,033
2019	$30,446,379	$28,855,282	$12,312,216	$1,591,097
2018	$25,646,849	$25,284,659	$11,699,163	$362,190

MID WILLAMETTE VALLEY COMMUNITY ACTION AGENCY