WILLIAMSBURG JAMES CITY COUNTY COMMUNITY ACTION AGENCY INC (EIN 237066134) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

DR CHERYL FINCH

Phone

7572299332

Tax Period

2024-07-01 to 2025-06-30

WILLIAMSBURG JAMES CITY COUNTY COMMUNITY ACTION AGENCY INC, founded in 1968, is a community nonprofit in the Human Services sector that reported $3.5M in total revenue in fiscal year 2017. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

TO ENHANCE, PROMOTE, AND SERVE THE BUSINESS COMMUNITIES OF THE CITY OF WILLIAMSBURG, VIRGINIA, JAMES CITY COUNTY, VIRGINIA, THE BRUTON DISTRICT OF YORK COUNTY, VIRGINIA, AND THE YORKTOWN, VIRGINIA WATERFRONT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,296,295

Program Service Revenue $0

Investment Income $30

Other Revenue $0

TOTAL REVENUE $2,296,325

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,324,556

Fundraising Expenses $0

Program Expenses $1,908,610

Other Expenses $1,174,905

TOTAL EXPENSES $2,499,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,296,325	$2,550,258	-0.1%
Expenses	$2,499,461	$2,563,060	0.0%
Net Income	$-203,136	$-12,802	+14.9%

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

241

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

$123,277

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERBERT JONES JR	CHAIR	2.00	Officer Director	$0	$0	$0
VERONICA MEAD	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
KEVIN FLEMING	TREASURER	2.00	Officer Director	$0	$0	$0
TI'JUANA GHOLSON	DIRECTOR	2.00	Officer Director	$0	$0	$0
KENDRA WORMLEY	PARLIMENTARIAN	2.00	Director	$0	$0	$0
APRIL MELTON	DIRECTOR	2.00	Director	$0	$0	$0
DOMINQUE MORISSET	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE PAYNE	DIRECTOR	2.00	Director	$0	$0	$0
JAMES RANDY SICKMIER	DIRECTOR	2.00	Director	$0	$0	$0
E PAGE PILAND	DIRECTOR	2.00	Director	$0	$0	$0
DORIS HEATH	DIRECTOR	2.00	Director	$0	$0	$0
DAVID HANKINSON	SECRETARY	2.00	Officer Director	$0	$0	$0
LORI HEFLIN	DIRECTOR	2.00	Director	$0	$0	$0
JAQUELINE BRIDGEFORTH-WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
DIANE UMSTUAD	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY BEAN	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
KATHLEEN SLEVIN	DIRECTOR	2.00	Director	$0	$0	$0
DR CHERYL FINCH	PRESIDENT/CEO	40.00	Officer	$121,954	$1,323	$123,277

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	$2,296,325	$2,499,461	$3,991,331	$-203,136
2024	$2,550,258	$2,563,060	$4,255,909	$-12,802
2023	$3,203,336	$2,330,397	$4,439,665	$872,939
2023	$2,899,218	$2,822,128	$1,021,194	$77,090
2022	$2,328,292	$2,136,375	$840,687	$191,917
2022	$1,998,455	$2,015,865	$540,859	$-17,410
2021	$1,863,842	$1,667,634	$732,071	$196,208
2020	$1,819,938	$1,935,746	$644,258	$-115,808
2019	$2,601,999	$2,626,641	$525,025	$-24,642
2018	$3,499,180	$3,532,228	$817,839	$-33,048
2018	$3,499,178	$3,535,051	$815,012	$-35,873

WILLIAMSBURG JAMES CITY COUNTY COMMUNITY ACTION AGENCY INC