COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES (EIN 470491162) - 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

HEATHER LOUGHMAN

Phone

4024714515

Tax Period

2023-10-01 to 2024-09-30

COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES, founded in 1965, is a mid-sized nonprofit in the Unknown sector that reported $18.4M in total revenue in fiscal year 2023. Expenses of $17.8M left a modest 4% surplus.

Mission

WE PARTNER WITH OUR COMMUNITY IN FEARLESS PURSUIT OF ANTI-POVERTY SOLUTIONS SO WE ALL HAVE THE OPPORTUNITY TO LIVE WELL.

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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 $16,999,069

Program Service Revenue $1,091,623

Investment Income $297,312

Other Revenue $45,801

TOTAL REVENUE $18,433,805

Expense Breakdown

Grants Paid $895,997

Salaries & Benefits $11,603,530

Fundraising Expenses $51,135

Program Expenses $15,071,216

Other Expenses $5,260,596

TOTAL EXPENSES $17,760,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,433,805	$17,204,965	+0.1%
Expenses	$17,760,123	$15,790,745	+0.1%
Net Income	$673,682	$1,414,220	-0.5%

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

217

Volunteers

729

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

$329,180

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA HALE	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRODEY WEBER	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
LORENE BARTOS	SECRETARY	1.00	Officer Director	$0	$0	$0
GRANT BUCKLEY	TREASURER	1.00	Officer Director	$0	$0	$0
TIFFANY BACK	DIRECTOR	1.00	Director	$0	$0	$0
JANET CHUNG	DIRECTOR	1.00	Director	$0	$0	$0
TANYA ENCALADA CRUZ	DIRECTOR (THRU DECEMBER 2023)	1.00	Director	$0	$0	$0
CARL ESKRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
ANA JELAVIC	DIRECTOR	1.00	Director	$0	$0	$0
AMY JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT LARSON	DIRECTOR (THRU DECEMBER 2023)	1.00	Director	$0	$0	$0
MICHELLE LIBAL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LUX	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE MARVIN	DIRECTOR	1.00	Director	$0	$0	$0
THUY NGOC HO	DIRECTOR	1.00	Director	$0	$0	$0
KEELI RABAGO	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE SUAREZ	DIRECTOR	1.00	Director	$0	$0	$0
JAYLEN VELLA	DIRECTOR (THRU DECEMBER 2023)	1.00	Director	$0	$0	$0
HEATHER LOUGHMAN	CEO	40.00	Officer	$150,525	$27,368	$177,893
DEANNA BRILEY	CFO	40.00	Officer	$129,113	$22,174	$151,287
MICHELLE MARTINEZ	DIRECTOR OF PROGRAM IMPACT	40.00	Highest	$121,027	$18,082	$139,109
JILL BOMBERGER	DIRECTOR OF HEAD START	40.00	Highest	$125,416	$23,179	$148,595
PAMELA BENNER	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$119,812	$17,908	$137,720

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	$18,433,805	$17,760,123	$14,183,584	$673,682
2023	$17,204,965	$15,790,745	$14,209,601	$1,414,220
2022	$17,920,419	$16,510,403	$12,894,392	$1,410,016
2021	$14,460,530	$13,766,605	$12,349,644	$693,925
2020	$13,501,042	$13,225,036	$6,424,146	$276,006
2019	$13,034,085	$12,264,090	$6,248,984	$769,995
2018	$10,952,226	$11,317,889	$5,254,917	$-365,663

COMMUNITY ACTION PARTNERSHIP OF LANCASTER AND SAUNDERS COUNTIES