Nonprofit · EIN 39-1052077
COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES
Tax-exempt · BELOIT, WI 53511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,760,540 | $12,945,971 | -$185,431 | $8,859,481 | $3,257,971 | $5,601,510 |
| December 31, 2023 | 990 | $9,455,613 | $10,109,144 | -$653,531 | $8,861,856 | $3,088,495 | $5,773,361 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,160,433
- of which government grants
- $8,869,406
- Program service revenue
- $2,375,801
- Investment income
- $43,124
- Net gain from sales of assets
- $15,450
- Net income from fundraising events
- $6,182
- Net income from sales of inventory
- $175,000
- Other revenue
- $181,182
Expenses
- Grants and similar amounts paid
- $4,908,025
- Compensation of officers, directors and key employees
- $386,008
- Other salaries and wages
- $3,359,871
- Salaries, compensation and benefits (total)
- $4,696,584
- Professional fundraising fees
- $0
- Accounting fees
- $95,801
- Occupancy
- $1,941,001
- Travel
- $126,691
- Depreciation
- $185,634
- Program services (functional)
- $11,702,384
- Management and general (functional)
- $1,186,374
- Fundraising (functional)
- $57,213
Balance sheet and other
- Total assets, start of year
- $8,861,856
- Total assets, end of year
- $8,859,481
- Total liabilities, end of year
- $3,257,971
- Net assets, end of year
- $5,601,510
- Land, buildings and equipment
- $4,135,797
- Publicly traded securities
- $218,114
- Net assets without donor restrictions
- $2,202,829
- Net assets with donor restrictions
- $3,398,681
- Gross receipts
- $13,045,883
- Employees
- 124
- Volunteers
- 1,064
- Year formed
- 1965
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J MARCELLUS PERRY | EXECUTIVE DIRECTOR Officer | 40 | $138,118 | $13,019 |
| LAURA LAUX | DEPUTY EXECUTIVE DIRECTOR Officer | 40 | $108,246 | $20,429 |
| KITTY ROUNDS | DIRECTOR OF FINANCE Officer | 40 | $97,758 | $8,438 |
| JEN O'CONNELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KELSEY MCCARTHY | 2ND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RENEE JOHNSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMY CAREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB MCHUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLO NEVICOSI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA NICHOLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANNON OESTREICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE PURDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY RAMIREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY SCHULZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN SCHNIEDER | DIRECTOR Trustee or director | 1 | $0 |
| RYAN SCHROEDER | DIRECTOR Trustee or director | 1 | $0 |
| TARA SEMENCHUK | DIRECTOR Trustee or director | 1 | $0 |
| TIFFANY STANLY | DIRECTOR Trustee or director | 1 | $0 |
| MARY WEEDEN | DIRECTOR Trustee or director | 1 | $0 |
| BILL WILSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J MARCELLUS PERRY | EXECUTIVE DIRECTOR Officer | 40 | $132,290 | $18,793 |
| KITTY ROUNDS | DIRECTOR OF FINANCE Officer | 40 | $72,324 | $10,628 |
| DEBBIE SHELDON | FINANCE DIRECTOR (THRU JAN. 23') Officer | 40 | $6,658 | $1,362 |
| ERIN DAVIS | CHAIR (THRU JUNE 23') Trustee or director, Officer | 1 | $0 | $0 |
| JEN O'CONNELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALAN KUPSIK | 2ND VICE CHAIR (THRU JUNE 23') Trustee or director, Officer | 1 | $0 | $0 |
| KELSEY MCCARTHY | 2RD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RENEE JOHNSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMY CAREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AL HULICK | DIRECTOR (THRU FEB. 23') Trustee or director | 1 | $0 | $0 |
| JACOB MCHUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARLO NEVICOSI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA NICHOLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANNON OESTREICH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE PURDY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY RAMIREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHY SCHULZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN SCHNIEDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN SCHROEDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TARA SEMENCHUK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIFFANY STANLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY WEEDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL WILSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1428 WISCONSIN AVE, BELOIT, WI 53511-4564
- Principal officer (990 for 2024)
- J MARCELLUS PERRY, 20 ECLIPSE CENTER, BELOIT, WI 53511
- Signed the 990
- J MARCELLUS PERRY, EXECUTIVE DIRECTOR
- Phone
- (608) 313-1300
- Website
- WWW.COMMUNITY-ACTION.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
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.
Program accomplishments
- WEATHERIZATION/ENERGY ASSISTANCE PROGRAM:COMMUNITY ACTION'S WEATHERIZATION PROGRAM INSTALLS ENERGY-SAVING IMPROVEMENTS TO HELP LOW-INCOME HOMEOWNERS, RENTERS, AND LANDLORDS REDUCE THEIR ENERGY COSTS. IN 2024, TRADITIONAL WEATHERIZATION FUNDS WERE SUPPLEMENTED BY FUNDS FROM ENERGY ASSISTANCE, PUBLIC BENEFITS, AND THE FEDERAL DEPARTMENT OF ENERGY. AS A RESULT, A TOTAL OF 253 UNITS WERE WEATHERIZED DURING THE CALENDAR YEAR 2024.Expenses $4,293,438 · grants $3,388,341 · revenue $200,441
- HOUSING, HOUSING REHABILITATION AND HOMELESS SHELTER:COMMUNITY ACTION'S HOUSING ACTIVITIES ARE DIVERSE AND BROAD-BASED. THEY INCLUDE A TRANSITIONAL LIVING PROGRAM SERVING THE HOMELESS OR THOSE AT IMMINENT RISK OF HOMELESSNESS, NEIGHBORHOOD REVITALIZATION EFFORTS, HOMEBUYER EDUCATION, FORECLOSURE PREVENTION COUNSELING/ASSISTANCE, AND THE ONGOING OPERATION OF AN EMERGENCY SHELTER. IN 2024, 199 INDIVIDUALS WERE PROVIDED WITH EMERGENCY SHELTER. 94 OF WHICH WERE CHILDREN. 18 HOUSEHOLDS EXITED OUR TRANSITIONAL LIVING PROGRAM AND OBTAINED PERMANENT HOUSING.Expenses $2,576,210 · grants $740,010 · revenue $930,028
- EMPLOYMENT TRAINING:COMMUNITY ACTION CONTINUED TO FOCUS ITS CORE ORGANIZATIONAL EFFORTS ON BUILDING EMPLOYMENT PROGRAMS TO HELP INDIVIDUALS MOVE OUT OF POVERTY THROUGH WORK. KEY PROGRAMS IN 2024 INCLUDED PROJECT THRIVE (102 INDIVIDUALS), FRESH START (81 INDIVIDUALS), TRANSITIONAL JOBS (94 INDIVIDUALS), AND SKILLS ENHANCEMENT (6 INDIVIDUALS). SIGNIFICANT EFFORTS WERE MADE TO FOCUS ON EMPLOYMENT PLACEMENT AND TO WORK WITH EMPLOYERS AND PARTNERS TO PROVIDE HARD SKILLS TRAINING OPPORTUNITIES FOR PROGRAM PARTICIPANTS.Expenses $1,889,754 · revenue $7,000
- YOUTH PROGRAMS: COMMUNITY ACTION PROVIDED CHILDCARE FOR 144 YOUTH AGES 0-12 IN 2024. COMMUNITY ACTION PROVIDED WEEKLY FOOD TO 28 YOUTHS THAT WERE FOOD INSECURE. WE PROVIDED SCHOOL SUPPLIES TO 500 YOUTH IN 2024. 41 STUDENTS GRADUATED FROM BELOIT FRESH START IN 2024.Expenses $1,329,061 · revenue $987,801
- FOOD PROGRAMS:COMMUNITY ACTION NO LONGER COORDINATES THE EMERGENCY FOOD ASSISTANCE PROGRAM FOR BOTH ROCK AND WALWORTH COUNTIES. IN 2024, CAI PROVIDED 3.5 MILLION POUNDS OF FOOD TO 16 PANTRIES AND 2 MEAL SITES.Expenses $906,300 · grants $779,674
- ADOLESCENT HEALTH OUTREACH: COMMUNITY ACTION OFFERS YEAR-ROUND LEARNING OPPORTUNITIES FOR YOUTH BETWEEN THE AGES OF 10-19 THROUGH AHOP. BY USING EVIDENCE-BASED CURRICULA, WE CAN PROVIDE MEDICALLY ACCURATE, AGE-APPROPRIATE, AND UP-TO-DATE INFORMATION THROUGH FACILITATED GROUP DISCUSSIONS. OUR PROGRAMS TAKE PLACE IN VARIOUS LOCATIONS ACROSS ROCK AND WALWORTH COUNTIES, INCLUDING SCHOOLS, GROUP HOMES, SOCIAL DEVELOPMENT CLUBS, CHURCHES, COMMUNITY LEARNING CENTERS, AND OTHER COMMUNITY-BASED ORGANIZATIONS. WITH EACH PROGRAM OFFERING DIFFERENT LEARNING OPPORTUNITIES, WE ARE CONFIDENT STUDENTS IN OUR AREA WILL STAY HEALTHY, THRIVE AS THEY TRANSITION INTO ADULTHOOD, AND INSPIRE OTHERS. IN 2024, THE ADOLESCENT HEALTH PROGRAM SERVED 756 YOUTH PARTICIPANTS WITH AN 89% COMPLETION RATE.Expenses $281,771
- OTHER PROGRAMSExpenses $425,850 · revenue $425,531
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1052077
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S20Z)
- Assets (IRS master file)
- $8,859,481
- Income (IRS master file)
- $13,045,883
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,760,540 | $12,945,971 | $8,859,481 | XML |
| 990 | December 2023 | $9,455,613 | $10,109,144 | $8,861,856 | XML |
| 990 | December 2022 | $9,001,499 | $8,932,888 | $9,158,987 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1052077).
Questions about COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES
- What is the EIN of COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES?
- The employer identification number (EIN) of COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES is 39-1052077.
- Is COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES?
- The 990 for the year ended December 31, 2024 names J MARCELLUS PERRY.
- Who are the officers and directors of COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES?
- The 990 for the year ended December 31, 2024 lists 21 people; 3 received compensation from the organization, the highest $138,118 (J MARCELLUS PERRY, EXECUTIVE DIRECTOR).
- How much revenue does COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,760,540, expenses of $12,945,971 and total assets of $8,859,481 at year end.
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All nonprofits in BELOIT · Wisconsin · Community improvement and capacity building