Civic Intelligence

Blount County Community Action Agency Inc.

990 • Fiscal year 2017 • EIN 62-1561673

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 20, 2018

3509 Tuckaleechee PikeMaryville, TN 37803

(865) 983-8411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.22x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$537,457

Up $8,707 (+1.6%) from 2016

Net Assets

Down

$420,343

Down $34,564 (-7.6%) from 2016

Liabilities

Up

$117,114

Up $43,271 (+59%) from 2016

Revenue

Up

$2,330,824

Up $281,085 (+14%) from 2016

Expenses

Up

$2,365,388

Up $199,709 (+9.2%) from 2016

Net Income

Up

-$34,564

Up $81,376 (+70%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,049,182Liabilities 2011: $475,862Net Assets 2011: $573,3202011Assets 2012: $538,726Liabilities 2012: $34,018Net Assets 2012: $504,7082012Assets 2013: $658,674Liabilities 2013: $143,255Net Assets 2013: $515,4192013Assets 2014: $715,114Liabilities 2014: $204,901Net Assets 2014: $510,2132014Assets 2015: $796,822Liabilities 2015: $225,979Net Assets 2015: $570,8432015Assets 2016: $528,750Liabilities 2016: $73,843Net Assets 2016: $454,9072016Assets 2017: $537,457Liabilities 2017: $117,114Net Assets 2017: $420,3432017Assets 2018: $712,501Liabilities 2018: $232,128Net Assets 2018: $480,3732018Assets 2019: $609,035Liabilities 2019: $178,788Net Assets 2019: $430,2472019Assets 2020: $674,307Liabilities 2020: $120,890Net Assets 2020: $553,4172020Assets 2021: $805,107Liabilities 2021: $181,044Net Assets 2021: $624,0632021Assets 2022: $840,084Liabilities 2022: $188,115Net Assets 2022: $651,9692022Assets 2023: $688,173Liabilities 2023: $390,909Net Assets 2023: $297,2642023Assets 2024: $496,555Liabilities 2024: $531,743Net Assets 2024: -$35,1882024

Highlighted filing

2017

Assets$537,457
Liabilities$117,114
Net Assets$420,343

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,953,715Expenses 2011: $2,968,884Net Income 2011: -$15,1692011Revenue 2012: $2,357,397Expenses 2012: $2,426,009Net Income 2012: -$68,6122012Revenue 2013: $2,056,924Expenses 2013: $2,046,213Net Income 2013: $10,7112013Revenue 2014: $2,176,287Expenses 2014: $2,181,493Net Income 2014: -$5,2062014Revenue 2015: $2,222,915Expenses 2015: $2,162,285Net Income 2015: $60,6302015Revenue 2016: $2,049,739Expenses 2016: $2,165,679Net Income 2016: -$115,9402016Revenue 2017: $2,330,824Expenses 2017: $2,365,388Net Income 2017: -$34,5642017Revenue 2018: $1,857,820Expenses 2018: $1,797,790Net Income 2018: $60,0302018Revenue 2019: $2,599,904Expenses 2019: $2,650,030Net Income 2019: -$50,1262019Revenue 2020: $2,833,830Expenses 2020: $2,710,660Net Income 2020: $123,1702020Revenue 2021: $3,564,420Expenses 2021: $3,411,199Net Income 2021: $153,2212021Revenue 2022: $3,742,797Expenses 2022: $3,711,598Net Income 2022: $31,1992022Revenue 2023: $2,976,589Expenses 2023: $3,370,498Net Income 2023: -$393,9092023Revenue 2024: $2,814,452Expenses 2024: $3,146,904Net Income 2024: -$332,4522024

Highlighted filing

2017

Revenue$2,330,824
Expenses$2,365,388
Net Income-$34,564
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 20, 2018
Return Version
2016v3.1
Gross Receipts
$2,330,824
Mission and Program Overview

Mission

The agency's mission is to provide specific services and develop resources within the guidelines of the programs it administers to promote the independence and self-sufficiency aspirations of members of the community. By fulfilling its mission, the agency will help improve living conditions and protect and promote the individual dignity of the elderly, disabled, and low-income members of the community. Blount county community action agency is a public benefit, charitable, non-profit corporation. Community services block grant program (csbg) provides a range of services and activities to eligible low-income individuals and families to achive self-sufficiency and improve the conditions of the communities in which they live. Csgb provides income tax consulting, home repair/rehabilitation, emergency services, nutrition, as well as chore service assistance to the elderly. The commodity food program distributes us department of argiculture surplus foods to qualifying low income households fo

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$173,915$203,303▲ $29,388
Cash and Non-Interest-Bearing Accounts$229,883$191,306▼ $38,577
Land, Buildings, and Equipment, Net$88,772$94,892▲ $6,120
Accounts Receivable$10,734$28,086▲ $17,352
Prepaid Expenses and Deferred Charges-$443-
Total Assets$528,750$537,457▲ $8,707
Other Assets Total$25,446$19,427▼ $6,019
Liabilities
Accounts Payable and Accrued Expenses$44,523$67,066▲ $22,543
Other Liabilities$25,446$50,039▲ $24,593
Deferred Revenue$3,874$9▼ $3,865
Total Liabilities$73,843$117,114▲ $43,271
Net Assets / Fund Balance
Unrestricted Net Assets$424,844$387,593▼ $37,251
Temporarily Rstr Net Assets$30,063$32,750▲ $2,687
Total Net Assets Fund Balance$454,907$420,343▼ $34,564
Total Liabilities and Net Assets / Fund Balance$528,750$537,457▲ $8,707

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$94,892$92,874$187,766
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melanie DavisBoard Chairm
Joan Vansickle SloanVice Chairma
Art SwannDirector
Ed MitchellDirector
Gary HeathDirector
Gloria BickersDirector
Helen AbbottDirector
Ken R WhiteDirector
Mike LewisDirector
Peggy CampbellDirector
Rosa TellisDirector
William BrewerDirector
William LyonsDirector
Ken GarlandSecretary
Tom EustisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,172,402
Program Service Revenue
$158,083
Investment Income
$339
Other Revenue
$0
All Other Contributions
$35,705
Change in Net Assets
$-34,564

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$659,500
Total Noncash Contributions1$659,500

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,330,824
Total Revenue per Audited Statements
$2,330,824
Total Revenue per Form 990
$2,330,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,725,888
Salaries, Compensation, and Employee Benefits$639,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$414,681$114,098-$528,779
Payroll Taxes$100,649$10,072-$110,721
Other Expenses$65,650$35,958-$101,608
All Other Expenses$194,173$-128,229-$65,944
Occupancy$44,667$14,812-$59,479
Travel$29,038$5,621-$34,659
Insurance$11,296$2,478-$13,774
Depreciation Depletion$6,749--$6,749
Total Functional Expenses$2,310,578$54,810$0$2,365,388

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,365,388
Total Expenses per Audited Statements$2,365,388
Total Expenses per Form 990$2,365,388
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Program Advances$30,612
Compensated Absences$19,427
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

David buchanan 3509 tuckaleechee pike maryville, tn 37803

Form 990, Page 6, Part VI, Line 11B

The agency's financial director and the board of directors review the form 990. Comments, changes, corrections are accumulated by the financial director for input before the form is finalized.

Form 990, Page 6, Part VI, Line 12C

An annual survey is conducted that details outside interests and possible conflicts of officers, directors and key employees.

Form 990, Page 6, Part VI, Line 15A

Approval by the board of directors

Form 990, Page 6, Part VI, Line 15B

Approval by the board of directors

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request at the agency's office.

Filing and Contact Details

Filer

Filer Name
Blount County Community
EIN
62-1561673
Phone
8659838411
Address
3509 TUCKALEECHEE PIKE, MARYVILLE, TN 37803

Signing Officer

Name
David Buchanan
Title
Exec Director
Phone
8659838411
Signed
2018-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melanie Davis
Formed
1965
Legal Domicile
Tn
Voting Board Members
15
Independent Board Members
15
Employees
22
Volunteers
100

Preparer

Firm
Ingram Overholt & Bean Pc
Address
428 MARILYN LANE, ALCOA, TN 37701
Preparer
Denise D Holt
Phone
8659841040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The agency's mission is to provide specific services and develop resources within the guidelines of the programs it administers to promote the independence and self-sufficiency aspirations of members of the community. By fulfilling its mission, the agency will help improve living conditions and protect and promote the individual dignity of the elderly, disabled, and low-income members of the community. Blount county community action agency is a public benefit, charitable, non-profit corporation. Community services block grant program (csbg) provides a range of services and activities to eligible low-income individuals and families to achive self-sufficiency and improve the conditions of the communities in which they live. Csgb provides income tax consulting, home repair/rehabilitation, emergency services, nutrition, as well as chore service assistance to the elderly. The commodity food program distributes us department of argiculture surplus foods to qualifying low income households four times each year. A typical distribution provides 40-45 pounds of food to a household and may include such items as rice, beans, peanut butter, soup, spagetti, canned fruits and vegetables, powered milk, nuts, dried fruits, etc. Emergency energy assistance programs provide aid to households that need help with their utilities. Funding sources include the fema program and local utility company programs.

Form 990, Page 1, Part I, Line 6

Form 990, part i, line 6 - volunteers help deliver meals (meals on wheels) and help distribute commodities to low income members of the community and the smile program for rides.

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IRS990/MissionDesc0THE AGENCY'S MISSION IS TO PROVIDE SPECIFIC SERVICES AND DEVELOP RESOURCES WITHIN THE GUIDELINES OF THE PROGRAMS IT ADMINISTERS TO PROMOTE THE INDEPENDENCE AND SELF-SUFFICIENCY ASPIRATIONS OF MEMBERS OF THE COMMUNITY. BY FULFILLING ITS MISSION, THE AGENCY WILL HELP IMPROVE LIVING CONDITIONS AND PROTECT AND PROMOTE THE INDIVIDUAL DIGNITY OF THE ELDERLY, DISABLED, AND LOW-INCOME MEMBERS OF THE COMMUNITY. BLOUNT COUNTY COMMUNITY ACTION AGENCY IS A PUBLIC BENEFIT, CHARITABLE, NON-PROFIT CORPORATION. COMMUNITY SERVICES BLOCK GRANT PROGRAM (CSBG) PROVIDES A RANGE OF SERVICES AND ACTIVITIES TO ELIGIBLE LOW-INCOME INDIVIDUALS AND FAMILIES TO ACHIVE SELF-SUFFICIENCY AND IMPROVE THE CONDITIONS OF THE COMMUNITIES IN WHICH THEY LIVE. CSGB PROVIDES INCOME TAX CONSULTING, HOME REPAIR/REHABILITATION, EMERGENCY SERVICES, NUTRITION, AS WELL AS CHORE SERVICE ASSISTANCE TO THE ELDERLY. THE COMMODITY FOOD PROGRAM DISTRIBUTES US DEPARTMENT OF ARGICULTURE SURPLUS FOODS TO QUALIFYING LOW INCOME HOUSEHOLDS FO
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IRS990/OtherExpensesGrp/Desc1ASSISTANCE TO INDIVIDUALS
IRS990/OtherExpensesGrp/Desc2SUPPLIES/FOOD
IRS990/OtherExpensesGrp/Desc3OPERATING EXPENSES
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0173915
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IRS990/PrincipalOfficerNm0MELANIE DAVIS
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02129159
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01941101
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0339
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt076
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01941101
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt010298480
IRS990ScheduleA/TotalSupportAmt010299246
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IRS990ScheduleD/EquipmentGrp/BookValueAmt094892
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092874
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0187766
IRS990ScheduleD/ExpensesSubtotalAmt02365388
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030612
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119427
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PROGRAM ADVANCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMPENSATED ABSENCES
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt094892
IRS990ScheduleD/TotalExpensesPerForm990Amt02365388
IRS990ScheduleD/TotalLiabilityAmt050039
IRS990ScheduleD/TotalRevenuePerForm990Amt02330824
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02330824
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AGENCY'S MISSION IS TO PROVIDE SPECIFIC SERVICES AND DEVELOP RESOURCES WITHIN THE GUIDELINES OF THE PROGRAMS IT ADMINISTERS TO PROMOTE THE INDEPENDENCE AND SELF-SUFFICIENCY ASPIRATIONS OF MEMBERS OF THE COMMUNITY. BY FULFILLING ITS MISSION, THE AGENCY WILL HELP IMPROVE LIVING CONDITIONS AND PROTECT AND PROMOTE THE INDIVIDUAL DIGNITY OF THE ELDERLY, DISABLED, AND LOW-INCOME MEMBERS OF THE COMMUNITY. BLOUNT COUNTY COMMUNITY ACTION AGENCY IS A PUBLIC BENEFIT, CHARITABLE, NON-PROFIT CORPORATION. COMMUNITY SERVICES BLOCK GRANT PROGRAM (CSBG) PROVIDES A RANGE OF SERVICES AND ACTIVITIES TO ELIGIBLE LOW-INCOME INDIVIDUALS AND FAMILIES TO ACHIVE SELF-SUFFICIENCY AND IMPROVE THE CONDITIONS OF THE COMMUNITIES IN WHICH THEY LIVE. CSGB PROVIDES INCOME TAX CONSULTING, HOME REPAIR/REHABILITATION, EMERGENCY SERVICES, NUTRITION, AS WELL AS CHORE SERVICE ASSISTANCE TO THE ELDERLY. THE COMMODITY FOOD PROGRAM DISTRIBUTES US DEPARTMENT OF ARGICULTURE SURPLUS FOODS TO QUALIFYING LOW INCOME HOUSEHOLDS FOUR TIMES EACH YEAR. A TYPICAL DISTRIBUTION PROVIDES 40-45 POUNDS OF FOOD TO A HOUSEHOLD AND MAY INCLUDE SUCH ITEMS AS RICE, BEANS, PEANUT BUTTER, SOUP, SPAGETTI, CANNED FRUITS AND VEGETABLES, POWERED MILK, NUTS, DRIED FRUITS, ETC. EMERGENCY ENERGY ASSISTANCE PROGRAMS PROVIDE AID TO HOUSEHOLDS THAT NEED HELP WITH THEIR UTILITIES. FUNDING SOURCES INCLUDE THE FEMA PROGRAM AND LOCAL UTILITY COMPANY PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART I, LINE 6 - VOLUNTEERS HELP DELIVER MEALS (MEALS ON WHEELS) AND HELP DISTRIBUTE COMMODITIES TO LOW INCOME MEMBERS OF THE COMMUNITY AND THE SMILE PROGRAM FOR RIDES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DAVID BUCHANAN 3509 TUCKALEECHEE PIKE MARYVILLE, TN 37803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AGENCY'S FINANCIAL DIRECTOR AND THE BOARD OF DIRECTORS REVIEW THE FORM 990. COMMENTS, CHANGES, CORRECTIONS ARE ACCUMULATED BY THE FINANCIAL DIRECTOR FOR INPUT BEFORE THE FORM IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AN ANNUAL SURVEY IS CONDUCTED THAT DETAILS OUTSIDE INTERESTS AND POSSIBLE CONFLICTS OF OFFICERS, DIRECTORS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5APPROVAL BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6APPROVAL BY THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE AGENCY'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.53$0.04$2.81$3.15$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.39$0.30$2.98$3.37$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.19$0.65$3.74$3.71$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.81$0.18$0.62$3.56$3.41$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.12$0.55$2.83$2.71$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.18$0.43$2.60$2.65$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.23$0.48$1.86$1.80$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.12$0.42$2.33$2.37$0.03
2016Summary only. Only limited summary data is available for this year.$0.53$0.07$0.45$2.05$2.17$0.12
2015Summary only. Only limited summary data is available for this year.$0.80$0.23$0.57$2.22$2.16$0.06
2014Summary only. Only limited summary data is available for this year.$0.72$0.20$0.51$2.18$2.18$0.01
2013Summary only. Only limited summary data is available for this year.$0.66$0.14$0.52$2.06$2.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.54$0.03$0.50$2.36$2.43$0.07
2011Summary only. Only limited summary data is available for this year.$1.05$0.48$0.57$2.95$2.97$0.02