COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES

EIN: 391052077 501(c)(3) Community Improvement

BELOIT, WI

Total Revenue
$12,760,540
Total Expenses
$12,945,971
Total Assets
$8,859,481
Net Assets
$5,601,510
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
WI
Principal Officer
J MARCELLUS PERRY
Phone
6083131300
Tax Period
2024-01-01 to 2024-12-31

COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES, founded in 1965, is a mid-sized nonprofit in the Community Improvement sector that reported $12.8M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

AT COMMUNITY ACTION WE PROVIDE ACCESS AND OPPORTUNITY FOR THOSE WE SERVE AND THOSE WHO SUPPORT OUR EFFORTS. THROUGH INNOVATIVE PROGRAMS AND STRONG COMMUNITY PARTNERSHIPS WE ELIMINATE BARRIERS, ESTABLISHING CLEAR PATHWAYS TO ECONOMIC SELF-RELIANCE.

Program Service Accomplishments

Program 1
Expenses: $4,293,438 Revenue: $200,441

WEATHERIZATION/ENERGY ASSISTANCE PROGRAM:COMMUNITY ACTION'S WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS TO HELP LOW-INCOME HOMEOWNERS, RENTERS, AND LANDLORDS REDUCE THEIR ENERGY COSTS...

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WEATHERIZATION/ENERGY ASSISTANCE PROGRAM:COMMUNITY ACTION'S WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS TO HELP LOW-INCOME HOMEOWNERS, RENTERS, AND LANDLORDS REDUCE THEIR ENERGY COSTS. IN 2024, TRADITIONAL WEATHERIZATION FUNDS WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS, AND THE FEDERAL DEPARTMENT OF ENERGY. AS A RESULT, A TOTAL OF 253 UNITS WERE WEATHERIZED DURING THE CALENDAR YEAR 2024.

Program 2
Expenses: $2,576,210 Revenue: $930,028

HOUSING, HOUSING REHABILITATION AND HOMELESS SHELTER:COMMUNITY ACTION'S HOUSING ACTIVITIES ARE DIVERSE AND BROAD-BASED. THEY INCLUDE A TRANSITIONAL LIVING PROGRAM SERVING THE HOMELESS OR THOSE AT...

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HOUSING, HOUSING REHABILITATION AND HOMELESS SHELTER:COMMUNITY ACTION'S HOUSING ACTIVITIES ARE DIVERSE AND BROAD-BASED. THEY INCLUDE A TRANSITIONAL LIVING PROGRAM SERVING THE HOMELESS OR THOSE AT IMMINENT RISK OF HOMELESSNESS, NEIGHBORHOOD REVITALIZATION EFFORTS, HOMEBUYER EDUCATION, FORECLOSURE PREVENTION COUNSELING/ASSISTANCE, AND THE ONGOING OPERATION OF AN EMERGENCY SHELTER. IN 2024, 199 INDIVIDUALS WERE PROVIDED WITH EMERGENCY SHELTER. 94 OF WHICH WERE CHILDREN. 18 HOUSEHOLDS EXITED OUR TRANSITIONAL LIVING PROGRAM AND OBTAINED PERMANENT HOUSING.

Program 3
Expenses: $1,889,754 Revenue: $7,000

EMPLOYMENT TRAINING:COMMUNITY ACTION CONTINUED TO FOCUS ITS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS TO HELP INDIVIDUALS MOVE OUT OF POVERTY THROUGH WORK. KEY PROGRAMS IN 2024...

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EMPLOYMENT TRAINING:COMMUNITY ACTION CONTINUED TO FOCUS ITS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS TO HELP INDIVIDUALS MOVE OUT OF POVERTY THROUGH WORK. KEY PROGRAMS IN 2024 INCLUDED PROJECT THRIVE (102 INDIVIDUALS), FRESH START (81 INDIVIDUALS), TRANSITIONAL JOBS (94 INDIVIDUALS), AND SKILLS ENHANCEMENT (6 INDIVIDUALS). SIGNIFICANT EFFORTS WERE MADE TO FOCUS ON EMPLOYMENT PLACEMENT AND TO WORK WITH EMPLOYERS AND PARTNERS TO PROVIDE HARD SKILLS TRAINING OPPORTUNITIES FOR PROGRAM PARTICIPANTS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,160,433
Program Service Revenue $2,375,801
Investment Income $43,124
Other Revenue $181,182
TOTAL REVENUE $12,760,540

Expense Breakdown

Grants Paid $4,908,025
Salaries & Benefits $4,696,584
Fundraising Expenses $57,213
Program Expenses $11,702,384
Other Expenses $3,341,362
TOTAL EXPENSES $12,945,971

Year-over-Year Comparison

2024 2023 Change
Revenue $12,760,540 $9,455,613 +0.3%
Expenses $12,945,971 $10,109,144 +0.3%
Net Income $-185,431 $-653,531 -0.7%
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
18
Independent Members
18
Employees
124
Volunteers
1064

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
6
$386,008
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEN O'CONNELL CHAIR 1.00
Officer Director
$0 $0 $0
KELSEY MCCARTHY 2ND VICE CHAIR 1.00
Officer Director
$0 $0 $0
RENEE JOHNSON SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
AMY CAREY DIRECTOR 1.00
Director
$0 $0 $0
DIANE GREEN DIRECTOR 1.00
Director
$0 $0 $0
JACOB MCHUGH DIRECTOR 1.00
Director
$0 $0 $0
CARLO NEVICOSI DIRECTOR 1.00
Director
$0 $0 $0
SARA NICHOLS DIRECTOR 1.00
Director
$0 $0 $0
SHANNON OESTREICH DIRECTOR 1.00
Director
$0 $0 $0
NICOLE PURDY DIRECTOR 1.00
Director
$0 $0 $0
MARY RAMIREZ DIRECTOR 1.00
Director
$0 $0 $0
KATHY SCHULZ DIRECTOR 1.00
Director
$0 $0 $0
RYAN SCHNIEDER DIRECTOR 1.00
Director
$0 $0 $0
RYAN SCHROEDER DIRECTOR 1.00
Director
$0 $0 $0
TARA SEMENCHUK DIRECTOR 1.00
Director
$0 $0 $0
TIFFANY STANLY DIRECTOR 1.00
Director
$0 $0 $0
MARY WEEDEN DIRECTOR 1.00
Director
$0 $0 $0
BILL WILSON DIRECTOR 1.00
Director
$0 $0 $0
J MARCELLUS PERRY EXECUTIVE DIRECTOR 40.00
Officer
$138,118 $13,019 $151,137
LAURA LAUX DEPUTY EXECUTIVE DIRECTOR 40.00
Officer
$108,246 $20,429 $128,675
KITTY ROUNDS DIRECTOR OF FINANCE 40.00
Officer
$97,758 $8,438 $106,196
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 $12,760,540 $12,945,971 $8,859,481 $-185,431
2023 $9,455,613 $10,109,144 $8,861,856 $-653,531
2022 $9,001,499 $8,932,888 $9,158,987 $68,611
2021 $9,364,558 $9,528,562 $10,640,793 $-164,004
2020 $10,479,217 $10,492,194 $10,602,628 $-12,977
2019 $8,423,603 $8,762,744 $10,207,930 $-339,141
2018 $8,174,678 $8,315,219 $10,329,382 $-140,541
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