COMMUNITY ACTION ORGANIZATION (EIN 930554941) - 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

1965

Legal Domicile

Principal Officer

KEMPTON SHUEY

Phone

5036486646

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY ACTION ORGANIZATION, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $48.7M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

COMMUNITY ACTION LEADS THE WAY TO ELIMINATE CONDITIONS OF POVERTY AND CREATES OPPORTUNITIES FOR PEOPLE AND COMMUNITIES TO THRIVE.

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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 $48,645,021

Program Service Revenue $71,968

Investment Income $88

Other Revenue $7,056

TOTAL REVENUE $48,724,133

Expense Breakdown

Grants Paid $19,384,325

Salaries & Benefits $24,887,015

Fundraising Expenses $330,382

Program Expenses $43,039,476

Other Expenses $5,022,899

TOTAL EXPENSES $49,294,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,724,133	$53,733,141	-0.1%
Expenses	$49,294,239	$51,615,060	0.0%
Net Income	$-570,106	$2,118,081	-1.3%

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

437

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

$365,636

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE CALLAWAY	CHAIR	1.00	Officer Director	$0	$0	$0
HEATHER KEMPER	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
NANCY FORD	TREASURER	1.00	Officer Director	$0	$0	$0
KAT SIGURDSON	SECRETARY	1.00	Officer Director	$0	$0	$0
LACEY BEATY	DIRECTOR	1.00	Director	$0	$0	$0
ROLANDA GARCIA	DIRECTOR (THRU JUN 2025)	1.00	Director	$0	$0	$0
BILL MINER	DIRECTOR (THRU JUN 2025)	1.00	Director	$0	$0	$0
DANA NASON	DIRECTOR	1.00	Director	$0	$0	$0
VICKY LOPEZ SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
PAM TREECE	DIRECTOR	1.00	Director	$0	$0	$0
PETER TRUAX	DIRECTOR	1.00	Director	$0	$0	$0
TANIA ULUAN	DIRECTOR	1.00	Director	$0	$0	$0
KEMPTON SHUEY	EXECUTIVE DIRECTOR	45.00	Officer	$161,373	$36,572	$197,945
KIMBERLY KELLY	FINANCE DIRECTOR	45.00	Officer	$144,740	$22,951	$167,691
ROGER BARNES THRU DEC 2024	HR DIRECTOR	45.00	Highest	$150,658	$22,823	$173,481
VIRGINIA PETERSON	DIRECTOR OF RESOURCE DEVELOPMENT	45.00	Highest	$102,251	$18,633	$120,884
KAREN HENKEMEYER	DIRECTOR OF FAMILY STABILITY	45.00	Highest	$100,934	$18,604	$119,538

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	$48,724,133	$49,294,239	$11,902,436	$-570,106
2024	No data	No data	No data	No data
2023	$60,068,644	$59,383,160	$12,991,013	$685,484
2022	$68,982,950	$68,568,819	$9,293,035	$414,131
2021	$57,320,535	$57,289,230	$15,327,449	$31,305
2020	$29,133,203	$28,843,373	$7,734,514	$289,830
2019	$29,525,779	$29,504,907	$7,158,736	$20,872
2018	$26,490,876	$26,070,809	$6,754,630	$420,067

COMMUNITY ACTION ORGANIZATION