COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES Charity Report

Public IRS 990 nonprofit record

COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES

EIN 39-1052077 · Community Improvement & Capacity Building (S20Z)

What they do

AT COMMUNITY ACTION WE PROVIDE ACCESS and OPPORTUNITY for THOSE WE SERVE and THOSE WHO SUPPORT OUR EFFORTS. THROUGH INNOVATIVE PROGRAMS and STRONG COMMUNITY PARTNERSHIPS WE ELIMINATE BARRIERS, ESTABLISHING CLEAR PATHWAYS to ECONOMIC SELF-RELIANCE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $90.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

91.71%of revenue went to mission work90.4% of expenses · Program services

0.45%of revenue went to fundraising0.4% of expenses

$101.45spent for every $100 of revenueSpending was higher than revenue this year.

9.30%of revenue went to management and office costs9.2% of expenses

$0.68in assets for every $1 spent this yearSome assets cannot be spent right away.

79.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $185,431 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $151,137 for J MARCELLUS PERRY (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$12,760,540

Mission workProgram services$11,702,38491.71% of revenue90.4% of expenses

ManagementOffice and general costs$1,186,3749.30% of revenue9.2% of expenses

FundraisingAsking for donations$57,2130.45% of revenue0.4% of expenses

Total expenses$12,945,971101.45% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 90.4% mission · 9.2% management · 0.4% fundraisingTotal expenses: 101.45% of revenue

2023Expense mix: 88.4% mission · 10.5% management · 1.1% fundraisingTotal expenses: 106.91% of revenue

2022Expense mix: 88.2% mission · 10.0% management · 1.8% fundraisingTotal expenses: 99.24% of revenue

2021Expense mix: 89.3% mission · 9.2% management · 1.5% fundraisingTotal expenses: 101.75% of revenue

2020Expense mix: 93.3% mission · 6.4% management · 0.3% fundraisingTotal expenses: 100.12% of revenue

2019Expense mix: 88.7% mission · 10.9% management · 0.4% fundraisingTotal expenses: 104.03% of revenue

2018Expense mix: 88.4% mission · 11.6% management · 0.0% fundraisingTotal expenses: 101.72% of revenue

2017Expense mix: 88.6% mission · 11.2% management · 0.2% fundraisingTotal expenses: 96.36% of revenue

Money in and money out

Revenue$12,760,540

Expenses$12,945,971

Annual shortfall $185,431 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$11,702,384 · 90.4% of expenses

Management and office costs$1,186,374 · 9.2% of expenses

Fundraising$57,213 · 0.4% of expenses

See all reported dollar amounts

Revenue$12,760,540

Expenses$12,945,971

Assets$8,859,481

Income$13,045,883

Contributions$10,160,433

Mission work (program services)$11,702,384

Fundraising$57,213

Grants given$6,307,876

Average grant$60,653

Management and general$1,186,374

Executive compensation (total)$200,876

Stocks and bonds$218,114

Accounting fees$95,801

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

J MARCELLUS PERRYEXECUTIVE DIRECTOR · 40 hrs/week $151,137Base $138,118 · Other $13,019

LAURA LAUXDEPUTY EXECUTIVE DIRECTOR · 40 hrs/week $128,675Base $108,246 · Other $20,429

KITTY ROUNDSDIRECTOR OF FINANCE · 40 hrs/week $106,196Base $97,758 · Other $8,438

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

J MARCELLUS PERRYEXECUTIVE DIRECTOR

LAURA LAUXDEPUTY EXECUTIVE DIRECTOR

KITTY ROUNDSDIRECTOR OF FINANCE

TIFFANY STANLYDIRECTOR

AMY CAREYDIRECTOR

TARA SEMENCHUKDIRECTOR

SHANNON OESTREICHDIRECTOR

SARA NICHOLSDIRECTOR

RYAN SCHROEDERDIRECTOR

RYAN SCHNIEDERDIRECTOR

RENEE JOHNSONSECRETARY/TREASURER

NICOLE PURDYDIRECTOR

MARY WEEDENDIRECTOR

MARY RAMIREZDIRECTOR

KELSEY MCCARTHY2ND VICE CHAIR

KATHY SCHULZDIRECTOR

JEN OCONNELLCHAIR

JACOB MCHUGHDIRECTOR

DIANE GREENDIRECTOR

CARLO NEVICOSIDIRECTOR

BILL WILSONDIRECTOR

About this charity

Recognized since: January 1969
Location: 1428 WISCONSIN AVE, BELOIT, WI 53511-4564
County: Rock
In care of: J MARCELLUS PERRY
Primary officer: J MARCELLUS PERRY, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailinfo@community-action.org Phone(608) 313-1300

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WIPFLI ADVISORY LLC
NTEE classification: Community Improvement & Capacity Building (S20Z)
IRS tax category: Civic and Social Organizations
Grant-giving organization: Yes