BLUE VALLEY COMMUNITY ACTION INC (EIN 470492640) - 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

1966

Legal Domicile

Principal Officer

SHARI WEBER

Phone

4027292278

Tax Period

2024-10-01 to 2025-09-30

BLUE VALLEY COMMUNITY ACTION INC, founded in 1966, is a mid-sized nonprofit in the Human Services sector that reported $14.3M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $12.7M left a modest 11% surplus.

Mission

TO PROVIDE RELIEF TO THOSE IN POVERTY BY PROVIDING SUPPORT TO THE LOW- INCOME POPULATION IN THE AREA SERVED THROUGH THE MEANS OF THE ADMINISTRATION OF COMMUNITY ACTION PROGRAMS AND ASSISTANCE

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,818,172

Program Service Revenue $1,280,898

Investment Income $144,983

Other Revenue $102,812

TOTAL REVENUE $14,346,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,440,082

Fundraising Expenses $40,707

Program Expenses $11,285,830

Other Expenses $5,287,597

TOTAL EXPENSES $12,727,679

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,346,865	$13,047,345	+0.1%
Expenses	$12,727,679	$13,311,210	0.0%
Net Income	$1,619,186	$-263,865	-7.1%

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

208

Volunteers

556

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

$181,982

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUIS SOTELO	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK SCHOENROCK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JEFF HAMMER	SECRETARY	1.00	Officer Director	$0	$0	$0
LIESAL HOFFMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JOE BURGESS	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK CLABAUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE BOSS	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELBY WATSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK CARRAHER	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE KRIVOHLAVEK	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY KRAFKA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE DOHMEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEN SCHMIEDING	BOARD MEMBER	1.00	Director	$0	$0	$0
LUELLEN HAGER	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE JOHNSTON HERMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY NORDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
WADE SLUKA	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE STECKLY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOYCE MASON	BOARD MEMBER	1.00	Director	$0	$0	$0
RAYLEA ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLIN BAUHARD	BOARD MEMEBE	1.00	Director	$0	$0	$0
ROCHELLE RAYMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON DOHMEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SONDRA VOTIPKA	EX OFFICIO	1.00	Director	$0	$0	$0
SHARI WEBER	EXECUTIVE DI	40.00	Officer	$108,150	$0	$108,150
JAMIE SWARTZ	FISCAL DIREC	40.00	Officer	$73,832	$0	$73,832

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	$14,346,865	$12,727,679	$11,829,185	$1,619,186
2024	$13,047,345	$13,311,210	$10,024,639	$-263,865
2023	$13,287,623	$12,563,969	$10,477,195	$723,654
2022	$13,458,848	$13,399,618	$9,711,299	$59,230
2021	$13,870,996	$13,051,728	$9,727,658	$819,268
2020	$11,560,424	$11,559,608	$9,030,538	$816
2019	$10,461,256	$10,479,540	$10,330,296	$-18,284
2018	$10,572,413	$10,222,221	$10,434,870	$350,192

BLUE VALLEY COMMUNITY ACTION INC