BLUE RIDGE COMMUNITY ACTION INC

EIN: 560855390 501(c)(3) Human Services

MORGANTON, NC

Total Revenue
$12,635,557
Total Expenses
$12,225,965
Total Assets
$19,888,611
Net Assets
$17,773,174
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
NC
Principal Officer
DAVID MARTIN
Phone
8284386255
Tax Period
2024-07-01 to 2025-06-30

BLUE RIDGE COMMUNITY ACTION INC, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $12.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $12.2M left a modest 3% surplus.

Mission

COMMUNITY SERVICES

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,993,186
Program Service Revenue $0
Investment Income $514,167
Other Revenue $128,204
TOTAL REVENUE $12,635,557

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,076,096
Fundraising Expenses $0
Program Expenses $9,964,213
Other Expenses $7,149,869
TOTAL EXPENSES $12,225,965

Year-over-Year Comparison

2024 2023 Change
Revenue $12,635,557 $11,489,534 +0.1%
Expenses $12,225,965 $11,204,777 +0.1%
Net Income $409,592 $284,757 +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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Governance

Voting Members
15
Independent Members
15
Employees
164
Volunteers
371

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
2
$409,649
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID MARTIN CHAIRPERSON 1.00
Director
$0 $0 $0
JAMES SMITH VICE-CHAIR 1.00
Director
$0 $0 $0
HANNAH ROMERO SECRETARY/TR 1.00
Director
$0 $0 $0
MICHAEL CLOY BOARD MEMBER 1.00
Director
$0 $0 $0
ALAN TONEY BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA MYERS BOARD MEMBER 1.00
Director
$0 $0 $0
KYLE COFFINO BOARD MEMBER 1.00
Director
$0 $0 $0
LAURI STILWELL BOARD MEMBER 1.00
Director
$0 $0 $0
C INITA SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
MADELYN RUSS BOARD MEMBER 1.00
Director
$0 $0 $0
MARY WRIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
ANNIE LOGAN BOARD MEMBER 1.00
Director
$0 $0 $0
TRISH CORDERO BOARD MEMBER 1.00
Director
$0 $0 $0
JOANN WOODS BOARD MEMBER 1.00
Director
$0 $0 $0
LESLIE JAMES BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN HARSHMAN FINANCE DIRE 40.00
Officer
$184,645 $0 $184,645
STEPHANIE ASHLEY EXECUTIVE DI 40.00
Officer
$225,004 $0 $225,004
SHAWNA HANES CHIEF OPERAT 40.00
Highest
$141,992 $0 $141,992
ERNESTINE KYES PROGRAM DIRE 40.00
Highest
$136,637 $0 $136,637
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 $12,635,557 $12,225,965 $19,888,611 $409,592
2024 $11,489,534 $11,204,777 $17,152,691 $284,757
2023 $11,905,218 $11,516,940 $15,980,630 $388,278
2022 $11,929,135 $10,995,282 $14,999,323 $933,853
2021 $11,928,402 $10,578,069 $16,034,390 $1,350,333
2020 $10,445,149 $9,490,632 $12,650,835 $954,517
2019 $10,401,008 $9,829,727 $11,842,940 $571,281
2018 $10,378,150 $9,649,607 $11,792,093 $728,543
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