COMMUNITY ACTION AGENCY (EIN 381803599) - 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

Anthony J Samon

Phone

5177844800

Tax Period

2022-10-01 to 2023-09-30

COMMUNITY ACTION AGENCY, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $17.9M in total revenue in fiscal year 2022. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

Provide services to economically disadvantaged individuals.

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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 (2022)

Revenue Breakdown

Contributions & Grants $17,771,377

Program Service Revenue $61,440

Investment Income $13,160

Other Revenue $65,107

TOTAL REVENUE $17,911,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,502,591

Fundraising Expenses $0

Program Expenses $16,405,859

Other Expenses $6,560,480

TOTAL EXPENSES $18,063,071

Year-over-Year Comparison

	2022	2021	Change
Revenue	$17,911,084	$25,210,095	-0.3%
Expenses	$18,063,071	$25,121,403	-0.3%
Net Income	$-151,987	$88,692	-2.7%

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

248

Volunteers

1725

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

$257,537

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Toby L Berry	Chief Executive Officer	40	Officer	$131,132	$10,502	$141,634
Anthony J Samon	Chief Financial Officer	40	Officer	$107,281	$8,622	$115,903
Tashia Carter	Vice Chair	2.00	Director	$0	$0	$0
Karol Bolton	Chairperson	2	Director	$0	$0	$0
John Calhoun	Treasurer	2	Director	$0	$0	$0
David Stimpson	Secretary	2	Director	$0	$0	$0
Sara Tackett	Director	2	Director	$0	$0	$0
Janis Montalvo	Director	2	Director	$0	$0	$0
Karen Coffman	Director	2	Director	$0	$0	$0
Brad Benzing	Director	2	Director	$0	$0	$0
Maghann Zimmerman	Director	2	Director	$0	$0	$0
Sue Smith	Director	2	Director	$0	$0	$0
Tim Robinson	Director	2	Director	$0	$0	$0
Jessica Malcheff	Director	2	Director	$0	$0	$0
Breana Kambs	Director	2	Director	$0	$0	$0
Luke Proctor	Director	2	Director	$0	$0	$0
Samantha Meadows	Director	2	Director	$0	$0	$0
De'Angelo Boone	Director	2	Director	$0	$0	$0
Joella Miller	Director	2	Director	$0	$0	$0
Sandra Vallance	Director	2	Director	$0	$0	$0

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	$17,911,084	$18,063,071	$4,926,837	$-151,987
2022	$25,210,095	$25,121,403	$5,668,019	$88,692
2021	$20,427,276	$20,615,042	$7,388,662	$-187,766

COMMUNITY ACTION AGENCY