MONTICELLO AREA COMMUNITY ACTION A… - Form 990 Financial Data

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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

SUZANNE BOWERS

Phone

4342953171

Tax Period

2024-07-01 to 2025-06-30

MONTICELLO AREA COMMUNITY ACTION AGENCY, founded in 1965, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

TO IMPROVE THE LIVES OF PEOPLE WITH LOW INCOME BY HELPING THEM BECOME SELF-RELIANT, THEREBY ENHANCING THE ECONOMIC VITALITY AND WELL-BEING OF OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $185,313

OUR EDUCATIONAL PROGRAMS CURRENTLY PROVIDES AFTER SCHOOL CARE FOR CHILDREN UNDER TWELVE YEARS OF AGE AT TWO ELEMENTARY SCHOOLS IN NELSON COUNTY. WE ARE IN THE PROCESS OF OPENING A LOW INCOME CHILD...

OUR EDUCATIONAL PROGRAMS CURRENTLY PROVIDES AFTER SCHOOL CARE FOR CHILDREN UNDER TWELVE YEARS OF AGE AT TWO ELEMENTARY SCHOOLS IN NELSON COUNTY. WE ARE IN THE PROCESS OF OPENING A LOW INCOME CHILD CARE CENTER IN THE SOUTHWOOD SUBDIVISION IN CHARLOTTESVILLE. THE CENTER WILL PROVIDE SERVICES FOR THREE AND FOUR YEAR OLDS FROM LOW INCOME AND AT-RISK FAMILIES. THE PROGRAM WILL UTILIZE THE MONTESSORI METHOD OF EDUCATION.

Program 2

Expenses: $357,792

OFFICES IN FLUVANNA, LOUISA, AND NELSON COUNTIES PROVIDE EMERGENCY ASSISTANCE TO FAMILIES BY PROVIDING THEM WITH FOOD, CLOTHING, AND FINANCIAL RESOURCES TO COVER RENT OR UTILITY COSTS. EACH SITE...

OFFICES IN FLUVANNA, LOUISA, AND NELSON COUNTIES PROVIDE EMERGENCY ASSISTANCE TO FAMILIES BY PROVIDING THEM WITH FOOD, CLOTHING, AND FINANCIAL RESOURCES TO COVER RENT OR UTILITY COSTS. EACH SITE DIRECTOR ASSESSES A CLIENT'S NEEDS AND LINKS THEM TO OTHER RESOURCES IN THE REGION TO HELP MEET THEIR LONG-TERM NEEDS.

Program 3

Expenses: $148,730

HOUSING PROGRAMS THAT PROVIDE TRANSITIONAL HOUSING FOR HOMELESS FAMILIES WITH CHILDREN IN THEIR CUSTODY. FAMILIES MAY SPEND UP TO 24 MONTHS IN THE HOPE HOUSES. HOPE HOUSE PROVIDES AN OPPORTUNITY FOR FAMILIES TO ADDRESS ISSUES CONTRIBUTING TO POVERTY AND WORK TOWARDS ECONOMIC STABILITY AND INDEPENDENCE THROUGH EDUCATION, TRAINING, AND AN INTENSE CASE MANAGEMENT PROGRAM.

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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 $1,030,661

Program Service Revenue $0

Investment Income $766

Other Revenue $112,784

TOTAL REVENUE $1,144,211

Expense Breakdown

Grants Paid $0

Salaries & Benefits $755,367

Fundraising Expenses $42,275

Program Expenses $824,837

Other Expenses $543,989

TOTAL EXPENSES $1,299,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,144,211	$3,339,889	-0.7%
Expenses	$1,299,356	$3,613,782	-0.6%
Net Income	$-155,145	$-273,893	-0.4%

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

$383,931

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH SHALF JD	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JUSTIN MALLORY	DIRECTOR	2.00	Director	$0	$0	$0
GARRETT SMITH	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA CRITICS	DIRECTOR	2.00	Director	$0	$0	$0
ANN MISCHE	DIRECTOR	2.00	Director	$0	$0	$0
JOHNETTE BURDETTE	DIRECTOR	2.00	Director	$0	$0	$0
PRICE THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
JULIANA ARSALI	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER BACA	DIRECTOR	2.00	Director	$0	$0	$0
TEIRA E FARLEY	DIRECTOR	2.00	Director	$0	$0	$0
SAMANTHA WOOD	DIRECTOR	2.00	Director	$0	$0	$0
SARAH HANKS	EXECUTIVE DI	40.00	Officer	$158,868	$0	$158,868
PHILLIP LOVE	DIRECTOR OF	40.00	Officer	$98,002	$0	$98,002
PATRICIA ANDERSON	EXECUTIVE DI	40.00	Officer	$66,109	$0	$66,109
JOHN EDWARDS JR	EXECUTIVE DI	40.00	Officer	$60,952	$0	$60,952
BARBARA HUTCHINSON	DIRECTOR	2.00	Director	$0	$0	$0
WHITNEY JOHNSON TALIAFERRO	DIRECTOR	2.00	Officer Director	$0	$0	$0
SUZANNE BOWERS	EXECUTIVE DI	N/A	Officer	$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
2025	$1,144,211	$1,299,356	$2,195,435	$-155,145
2024	No data	No data	No data	No data
2023	$4,563,789	$4,416,750	$2,792,960	$147,039
2022	$3,496,286	$3,250,062	$2,603,136	$246,224
2021	$3,550,371	$3,550,942	$2,449,660	$-571
2020	$3,006,785	$2,904,720	$2,551,995	$102,065
2019	$3,024,033	$2,988,900	$2,315,632	$35,133
2018	$2,823,443	$2,757,649	$2,385,259	$65,794

MONTICELLO AREA COMMUNITY ACTION AGENCY