MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP

EIN: 310709198 501(c)(3) Human Services

DAYTON, OH

Total Revenue
$20,428,640
Total Expenses
$19,651,618
Total Assets
$19,018,698
Net Assets
$3,972,313
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
OH
Principal Officer
DEBORAH DONNELLY
Phone
9373415000
Tax Period
2023-01-01 to 2023-12-31

MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $20.4M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $19.7M left a modest 4% surplus.

Mission

THE MISSION OF MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP IS TO WORK IN PARTNERSHIP WITH LOCAL COMMUNITIES TO ELIMINATE THE CAUSES AND CONDITIONS OF POVERTY AND TO PROMOTE INDIVIDUAL INDEPENDENCE AND SELF-SUFFICIENCY.

Program Service Accomplishments

Program 1
Expenses: $6,488,354

WEATHERIZATION PROGRAM: THE HOME WEATHERIZATION ASSISTANCE PROGRAM (HWAP) IS A NO-COST ASSISTANCE PROGRAM DESIGNED TO INCREASE ENERGY EFFICIENCY AND REDUCE ENERGY COSTS OF DWELLINGS OWNED OR OCCUPIED...

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WEATHERIZATION PROGRAM: THE HOME WEATHERIZATION ASSISTANCE PROGRAM (HWAP) IS A NO-COST ASSISTANCE PROGRAM DESIGNED TO INCREASE ENERGY EFFICIENCY AND REDUCE ENERGY COSTS OF DWELLINGS OWNED OR OCCUPIED BY INCOME-ELIGIBLE HOUSEHOLDS. WEATHERIZATION SERVICES ARE PROVIDED FOR CUSTOMERS RESIDING IN NINE COUNTIES IN WEST CENTRAL OHIO: AUGLAIZE, BUTLER, DARKE, GREENE, MERCER, MIAMI, MONTGOMERY, PREBLE, AND WARREN. THE GOAL IS TO REDUCE HOUSEHOLD ENERGY EXPENDITURES AND TO IMPROVE OVERALL HEALTH AND SAFETY. HWAP PROMOTES ENERGY EFFICIENCY BY PROVIDING SERVICES THAT INCLUDE INSULATION, DUCT SEALING, WEATHER STRIPPING, AND HEATING AND COOLING SYSTEMS UPGRADES. THE PROGRAM IS FEDERALLY FUNDED JOINTLY BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND THE DEPARTMENT OF ENERGY AND IS AVAILABLE TO CUSTOMERS WITH AN ANNUAL HOUSEHOLD INCOME AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINES. AFTER WEATHERIZATION, HOUSEHOLDS THAT HEAT WITH NATURAL GAS REDUCED SPACE HEATING CONSUMPTION BY AN AVERAGE OF 24.7%, AND ELECTRICALLY HEATED HOMES DECREASED THEIR USAGE BY AN AVERAGE OF 13%. HWAP SERVICES REDUCE THE PERCENTAGE OF THE UTILITY BILLS THAT THEIR CUSTOMERS PAY. IN ADDITION, THE RATE OF UTILITY SERVICES DISCONNECTIONS FOR THIS GROUP DECREASED BY 50%. WEATHERIZATION PROGRAMS ARE ALSO FUNDED BY CENTERPOINT ENERGY (FKA VECTREN) AND AES OHIO (FKA DP&L). HOUSEHOLDS WEATHERIZED IN 2023: 1,374.

Program 2
Expenses: $6,171,210

AMERICAN RESCUE PLAN ACT HOME RELIEF GRANT - ARPAHRG. PROVIDES FOR NECESSARY EXPENDITURES INCURRED DUE TO THE COVID-19 PUBLIC HEALTH EMERGENCY. THE OHIO DEPARTMENT OF DEVELOPMENT ALLOCATED U.S...

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AMERICAN RESCUE PLAN ACT HOME RELIEF GRANT - ARPAHRG. PROVIDES FOR NECESSARY EXPENDITURES INCURRED DUE TO THE COVID-19 PUBLIC HEALTH EMERGENCY. THE OHIO DEPARTMENT OF DEVELOPMENT ALLOCATED U.S. DEPARTMENT OF TREASURY FUNDS TO ASSIST LOW-INCOME HOUSEHOLDS IN DARKE, GREENE, MONTGOMERY, PREBLE, AND WARREN COUNTIES WHO ARE OBLIGATED TO PAY RENT ON A PRIMARY RESIDENCE WITH RENT, RENTAL ARREARS, UTILITY/HOME ENERGY COSTS, AND UTILITY/HOME ENERGY COST ARREARS. ELIGIBLE HOUSEHOLDS HAVE GROSS INCOME AT OR BELOW 80% OF AMI (AREA MEDIAN INCOME) AND HAVE QUALIFIED FOR UNEMPLOYMENT BENEFITS OR EXPERIENCED A REDUCTION IN HOUSEHOLD INCOME, INCURRED SIGNIFICANT COSTS, OR EXPERIENCED OTHER FINANCIAL HARDSHIP DURING OR DUE, DIRECTLY, OR INDIRECTLY, TO THE CORONAVIRUS PANDEMIC. THE FUNDING IS IN PLACE FROM AUGUST 1, 2022, THROUGH OCTOBER 31, 2023. MVCAP SERVED 483 HOUSEHOLDS IN 2023.

Program 3
Expenses: $2,347,538

ENERGY ASSISTANCE PROGRAMS: THE HOME ENERGY ASSISTANCE PROGRAM PROVIDES A ONE-TIME EMERGENCY PAYMENT PER SEASON APPLIED DIRECTLY TO THE CUSTOMER'S UTILITY OR BULK FUEL BILL. THE WINTER CRISIS PROGRAM...

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ENERGY ASSISTANCE PROGRAMS: THE HOME ENERGY ASSISTANCE PROGRAM PROVIDES A ONE-TIME EMERGENCY PAYMENT PER SEASON APPLIED DIRECTLY TO THE CUSTOMER'S UTILITY OR BULK FUEL BILL. THE WINTER CRISIS PROGRAM HELPS INCOME-ELIGIBLE CUSTOMERS THREATENED WITH DISCONNECTION, HAVE BEEN DISCONNECTED, OR HAVE LESS THAN A 25 PERCENT SUPPLY OF BULK FUEL IN THEIR TANK TO MAINTAIN THEIR UTILITY SERVICE. THE SUMMER CRISIS PROGRAM ASSISTS LOW-INCOME HOUSEHOLDS OR THOSE THAT HAVE A DISCONNECTION NOTICE, HAVE BEEN SHUT OFF, ARE TRYING TO ESTABLISH NEW SERVICE ON THEIR ELECTRIC BILL, REQUIRE AIR CONDITIONING, OR THOSE WITH AN ELDERLY HOUSEHOLD MEMBER (60 YEARS OR OLDER) WHO CAN PROVIDE PHYSICIAN DOCUMENTATION THAT COOLING ASSISTANCE IS NEEDED FOR THEIR HEALTH. QUALIFYING MEDICAL CONDITIONS CAN INCLUDE LUNG DISEASE, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, ASTHMA, AND OTHERS. INCOME ELIGIBILITY FOR BOTH THE WINTER AND SUMMER CRISIS PROGRAMS IS 175% OF THE FEDERAL POVERTY LEVEL. PERCENTAGE OF INCOME PAYMENT PLAN (PIPP) IS A PROGRAM PROVIDING A REDUCED MONTHLY ENERGY PAYMENT FOR HOMEOWNERS AND RENTERS BASED ON A PERCENTAGE OF INCOME FOR HOUSEHOLDS WITH AN INCOME AT OR BELOW 150% OF THE FEDERAL POVERTY GUIDELINES AND HAVE UTILITY SERVICE FROM AN ELECTRIC OR NATURAL GAS COMPANY REGULATED BY THE PUBLIC UTILITY COMMISSION OF OHIO. IN 2023, APPROXIMATELY 21,005 HOUSEHOLDS WERE SERVED BY THESE UTILITY ASSISTANCE PROGRAMS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $19,327,532
Program Service Revenue $361,648
Investment Income $67,031
Other Revenue $672,429
TOTAL REVENUE $20,428,640

Expense Breakdown

Grants Paid $9,038,346
Salaries & Benefits $7,444,367
Fundraising Expenses $172,304
Program Expenses $16,808,149
Other Expenses $3,168,905
TOTAL EXPENSES $19,651,618

Year-over-Year Comparison

2023 2022 Change
Revenue $20,428,640 $24,191,999 -0.2%
Expenses $19,651,618 $25,026,553 -0.2%
Net Income $777,022 $-834,554 -1.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
142
Volunteers
112

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
7
$513,902
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MISSY FROST BOARD CHAIR 1.00
Officer Director
$0 $0 $0
COURTNEY GRIFFITH SECRETARY 1.00
Officer Director
$0 $0 $0
MARK BRADSTREET TREASURER 1.00
Officer Director
$0 $0 $0
MARY REECE DIRECTOR 1.00
Director
$0 $0 $0
STEVE BONFIGLIO DIRECTOR 1.00
Director
$0 $0 $0
VANESSA WARD DIRECTOR 1.00
Director
$0 $0 $0
RENEE SHUTTLEWORTH DIRECTOR 1.00
Director
$0 $0 $0
DELORES ELY DIRECTOR 1.00
Director
$0 $0 $0
JOE FERRIELL DIRECTOR 1.00
Director
$0 $0 $0
ADAM FOHLEN DIRECTOR 1.00
Director
$0 $0 $0
SARAH GEIST DIRECTOR 1.00
Director
$0 $0 $0
JAN LEPORE-JENTLESON DIRECTOR 1.00
Director
$0 $0 $0
FLORENCE RANDOLPH DIRECTOR 1.00
Director
$0 $0 $0
TARA MCCAFFERTY DIRECTOR 1.00
Director
$0 $0 $0
BRENDA SMALLWOOD DIRECTOR 1.00
Director
$0 $0 $0
LISA B STEMPLER CEO 40.00
Officer
$134,652 $2,628 $137,280
ERIN JEFFRIES COO 40.00
Officer
$110,167 $21,438 $131,605
DEBORAH DONNELLY VP AND CFO 40.00
Officer
$129,951 $13,618 $143,569
KEELIE GUSTIN CPO 40.00
Officer
$88,627 $12,821 $101,448
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 No data No data No data No data
2023 $20,428,640 $19,651,618 $19,018,698 $777,022
2022 $24,191,999 $25,026,553 $15,806,033 $-834,554
2021 $25,268,522 $24,821,048 $15,755,583 $447,474
2020 $22,114,791 $21,195,266 $18,186,602 $919,525
2019 $14,585,703 $14,412,984 $8,378,438 $172,719
2018 $13,495,635 $13,314,018 $8,748,898 $181,617
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