MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP (EIN 310709198) - 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

1965

Legal Domicile

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 ORGANIZATION'S MISSION IS TO WORK WITH LOCAL COMMUNITIES TO ELIMINATE THE CAUSES AND CONDITIONS OF POVERTY AND TO PROMOTE INDIVIDUAL INDEPENDENCE AND SELF-SUFFICIENCY.

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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 $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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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

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

$513,902

Total Directors

Key Employees

Highest Compensated

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

MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP