MONTICELLO AREA COMMUNITY ACTION AGENCY

EIN: 540799964 501(c)(3)

CHARLOTTESVILLE, VA

Total Revenue
$1,144,211
Total Expenses
$1,299,356
Total Assets
$2,195,435
Net Assets
$1,139,999
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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
VA
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 $2.8M in total revenue in fiscal year 2017.

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.

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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 $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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Governance

Voting Members
13
Independent Members
13
Employees
71
Volunteers
4

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
7
$383,931
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
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
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