COMMUNITY ACTION COUNCIL OF PORTAGE COUNTY INC (EIN 340967324) - 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

DAVID SHEA

Phone

3302971456

Tax Period

2023-02-01 to 2024-01-31

COMMUNITY ACTION COUNCIL OF PORTAGE COUNTY INC, founded in 1965, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATIONS' PRIMARY EXEMPT PURPOSE IS TO PROVIDE HOME WEATHERIZATION, ENERGY ASSISTANCE, EDUCATIONAL PROGRAMS, AND VARIOUS OTHER SERVICES TO THE LOW-INCOME RESIDENTS OF PORTAGE COUNTY OHIO.

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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 $5,153,150

Program Service Revenue $13,128

Investment Income $0

Other Revenue $20,397

TOTAL REVENUE $5,186,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,815,927

Fundraising Expenses $0

Program Expenses $5,039,452

Other Expenses $3,352,914

TOTAL EXPENSES $5,168,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,186,675	$8,184,675	-0.4%
Expenses	$5,168,841	$7,979,491	-0.4%
Net Income	$17,834	$205,184	-0.9%

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

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

$180,430

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURE GAUNTNER	DIRECTOR	2.00	Director	$0	$0	$0
LORI CALCEI	DIRECTOR	2.00	Director	$0	$0	$0
REV WILLIAM SCHNELL	DIRECTOR	2.00	Director	$0	$0	$0
AIREANNE CURTIS	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL DELUKE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BRAD CROMES	TREASURER	2.00	Officer Director	$0	$0	$0
SUZANNE LIVENGOOD	DIRECTOR	2.00	Director	$0	$0	$0
DAVID GRAY	DIRECTOR	2.00	Director	$0	$0	$0
NANCY GRIM	SECRETARY	2.00	Officer Director	$0	$0	$0
DR GERALDINE HAYES NELSON	DIRECTOR	2.00	Director	$0	$0	$0
LYNN ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
SEAN DOCKERY	DIRECTOR	2.00	Director	$0	$0	$0
ROBIN TURNER	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA NATION CALHOUN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MANDY MINNICK	DIRECTOR	2.00	Director	$0	$0	$0
JEFF HARRELL	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE RIBELIN	DIRECTOR	2.00	Director	$0	$0	$0
AMY ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
SHERRY POMEROY	DIRECTOR	2.00	Director	$0	$0	$0
SABRINA CHRISTIAN BENNETT	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SHEA	EXECUTIVE DIRECTOR	40.00	Officer	$112,030	$0	$112,030
KATHY MCINTYRE	FISCAL OFFICER	40.00	Officer	$68,400	$0	$68,400

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	No data	No data	No data	No data
2024	$5,186,675	$5,168,841	$3,559,890	$17,834
2023	$8,184,675	$7,979,491	$2,537,214	$205,184
2022	$7,745,655	$7,733,190	$2,652,235	$12,465
2021	$4,100,047	$3,956,403	$2,059,808	$143,644
2020	$3,392,018	$3,256,911	$1,438,720	$135,107
2019	$3,796,024	$3,662,847	$1,279,432	$133,177

COMMUNITY ACTION COUNCIL OF PORTAGE COUNTY INC