BELL-WHITLEY COMMUNITY ACTION AGENCY INC (EIN 610700683) - 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

1969

Legal Domicile

Principal Officer

CRAIG BROCK

Tax Period

2022-07-01 to 2023-06-30

BELL-WHITLEY COMMUNITY ACTION AGENCY INC, founded in 1969, is a community nonprofit in the Human Services sector that reported $9.4M in total revenue in fiscal year 2022. Expenses of $9.1M left a modest 4% surplus.

Mission

THE AGENCY PROVIDES HEALTH EDUCATION, UTILITIES ASSISTANCE, AND OTHER SOCIAL SERVICES TO LOW INCOME FAMILIES AND SENIOR CITIZENS OF BELL & WHITLEY COUNTIES, KENTUCKY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,720,442

Program Service Revenue $0

Investment Income $14,526

Other Revenue $676,156

TOTAL REVENUE $9,411,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,421,606

Fundraising Expenses $0

Program Expenses $2,278,350

Other Expenses $3,639,686

TOTAL EXPENSES $9,061,292

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,411,124	$9,666,646	0.0%
Expenses	$9,061,292	$9,980,744	-0.1%
Net Income	$349,832	$-314,098	-2.1%

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

337

Volunteers

870

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

$172,347

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG BROCK	EXECUTIVE DIRECTOR	40.00	Officer Highest	$105,974	$0	$105,974
LEIGH ANNE ELDRIDGE	FINANCE DIRECTOR	40.00	Officer	$66,373	$0	$66,373
CARL JONES	BOARD MEMBER	0.00	Director	$0	$0	$0
JIMMY BATES	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRIS TAYLOR	BOARD MEMBER	0.00	Director	$0	$0	$0
BYRON WEST	BOARD MEMBER	0.00	Director	$0	$0	$0
RODDY HARRISON	BOARD MEMBER	0.00	Director	$0	$0	$0
REINHOLD HENKELMANN	BOARD MEMBER	0.00	Director	$0	$0	$0
STEVE ALLEN	BOARD MEMBER	0.00	Director	$0	$0	$0
BRIAN GOOD	BOARD MEMBER	0.00	Director	$0	$0	$0
BOONE BOWLING	BOARD MEMBER	0.00	Director	$0	$0	$0
TOM GAMBREL	BOARD MEMBER	0.00	Director	$0	$0	$0
CYMBRE CRISOLOGO	BOARD MEMBER	0.00	Director	$0	$0	$0
SHERRI PERRY	BOARD MEMBER	0.00	Director	$0	$0	$0
KATELIN ZEHR	BOARD MEMBER	0.00	Director	$0	$0	$0
JOE HUMFLEET	BOARD MEMBER	0.00	Director	$0	$0	$0
JOE HAMMONTREE	BOARD MEMBER	0.00	Director	$0	$0	$0
COURTNEY HOWARD	BOARD MEMBER	0.00	Director	$0	$0	$0
BISHOP JOHNSON	BOARD MEMBER	0.00	Director	$0	$0	$0
DON EMMETT	BOARD MEMBER	0.00	Director	$0	$0	$0
SCOTT MADON	BOARD MEMBER	0.00	Director	$0	$0	$0
STEVE SILCOX	BOARD MEMBER	0.00	Director	$0	$0	$0
REBECCA MILLER	BOARD MEMBER	0.00	Director	$0	$0	$0
COLEMAN LEFEVERS	BOARD MEMBER	0.00	Director	$0	$0	$0
MATT TURPIN	BOARD MEMBER	0.00	Director	$0	$0	$0
ALBEY BROCK	CHAIRMAN OF THE BOARD	0.00	Officer Director	$0	$0	$0
DONNIE PATRICK	VICE-CHAIRMAN OF THE BOARD	0.00	Officer Director	$0	$0	$0
MICHAEL JARBOE	SECRETARYTREASURER	0.00	Officer Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$9,411,124	$9,061,292	$8,011,098	$349,832
2022	$9,666,646	$9,980,744	$7,463,214	$-314,098
2021	$8,640,168	$8,598,265	$6,559,042	$41,903
2020	$8,221,829	$7,952,588	$6,504,204	$269,241
2019	$8,336,072	$8,080,621	$5,527,483	$255,451

BELL-WHITLEY COMMUNITY ACTION AGENCY INC