2024-05-14T14:05:28-07:00 2023-09-30 990 2022-10-01 381803599 COMMUNITY ACTION AGENCY COMM 5177844800 1214 Greenwood Avenue Jackson MI 49203 Anthony Samon Chief Financial Officer 5179377103 2024-05-24 Anthony Samon 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z Anthony J Samon 1214 Greenwood Avenue Jackson MI 49203 17911084 0 X www.caajlh.org X 1965 MI Provide services to economically disadvantaged individuals. 18 18 248 1725 0 0 25005887 17771377 190438 61440 -19838 13160 33608 65107 25210095 17911084 0 0 0 0 11868865 11502591 0 0 0 13252538 6560480 25121403 18063071 88692 -151987 5668019 4926837 3157622 2568427 2510397 2358410 Promote self sufficiency within Jackson, Lenawee and Hillsdale Counties. 0 0 5803972 5500000 5803972 Community Development and Housing Services - Programs in rental rehabilitation, Community Service Block Grant, Emergency Assistance, Volunteer Income Tax Assistance. 505743 490000 505743 Health and Nutrition - Programs include supplemental food assistance for women, infants and children. 10096144 9800000 10096144 Education - Headstart, Early Headstart, Literacy and school readiness programs. 0 0 0 16405859 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 349 0 1 248 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X X Anthony J Samon 5177844800 1214 Greenwood Avenue Jackson MI 49203 Toby L Berry Chief Executive Officer 40 0 X 131132 0 10502 Anthony J Samon Chief Financial Officer 40 0 X 107281 0 8622 Tashia Carter Vice Chair 2.00 0 X 0 0 0 Karol Bolton Chairperson 2 0 X 0 0 0 John Calhoun Treasurer 2 0 X 0 0 0 David Stimpson Secretary 2 0 X 0 0 0 Sara Tackett Director 2 0 X 0 0 0 Janis Montalvo Director 2 0 X 0 0 0 Karen Coffman Director 2 0 X 0 0 0 Brad Benzing Director 2 0 X 0 0 0 Maghann Zimmerman Director 2 0 X 0 0 0 Sue Smith Director 2 0 X 0 0 0 Tim Robinson Director 2 0 X 0 0 0 Jessica Malcheff Director 2 0 X 0 0 0 Breana Kambs Director 2 0 X 0 0 0 Luke Proctor Director 2 0 X 0 0 0 Samantha Meadows Director 2 0 X 0 0 0 De'Angelo Boone Director 2 0 X 0 0 0 Joella Miller Director 2 0 X 0 0 0 Sandra Vallance Director 2 0 X 0 0 0 238413 0 19124 2 0 0 0 Blue Cross Blue Shield of Michigan PO Box 674416 Detroit MI 48267 Employee Health Insurance 2241158 Consumers Energy PO Box 30162 Lansing MI 48909 Client Energy Assistance 599833 James Cannon Estate 5061 Page Avenue Jackson MI 49201 Landlord Rental Assistence 400032 Harvest Springport Glen LLC 530 Silas Deane Highway Wethersfield CT 06109 Landlord Client Rental Assistance 379354 Lakeshore Learning Materials 2695 E Dominguez Street Carson CA 90895 HeadStart Classroom Materials 271480 24 0 0 0 0 17586188 185189 575292 17771377 61440 61440 0 0 61440 13160 13160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 65107 65107 0 0 65107 17911084 139707 0 0 0 0 0 0 0 0 0 0 253746 0 253746 0 0 0 0 0 7695967 7074126 621841 0 603022 524362 78660 0 2119154 2006956 112198 0 830702 750861 79841 0 0 0 0 0 4105 0 4105 0 44500 0 44500 0 0 0 0 0 0 0 0 0 0 0 1109393 991804 117589 0 0 0 0 0 104887 87607 17280 0 233531 219031 14500 0 0 0 0 1156364 1011610 144754 0 243816 229138 14678 0 0 0 0 0 214537 186800 27737 0 30789 28589 2200 0 0 0 212576 162729 49847 0 0 0 0 0 Repair and Maintenance 599662 599662 0 0 Telephone 202908 191469 11439 0 Supplies 747587 685290 62297 0 Client Services 1655825 1655825 0 0 0 0 0 0 18063071 16405859 1657212 0 308568 0 152388 156486 1636227 1411977 430551 214880 6334963 3702228 2827804 2632735 107777 120913 150000 150000 54704 239846 5668019 4926837 1632145 1285260 278302 874118 821382 651359 183483 3157622 2568427 X 2385409 2280645 124988 77765 2510397 2358410 5668019 4926837 -151987 0 0 0 0 0 X 0 1 X 1 1 1 X 14058436 15836704 20321726 25039495 17851326 93107687 14058436 15836704 20321726 25039495 17851326 93107687 93107687 3267 7495 25099 -19838 13160 29183 41359 1005 80451 190438 61440 374693 93511563 0.99568 0.99396 X Schedule A, Part I, Line 10 Fees and Services Schedule A, Part II, Line 10 Miscellaneous Revenue 195216 0 195216 4263721 0 2338216 1925505 314745 0 314745 0 1262602 0 766966 495636 298679 0 282301 16378 2632735 0 Long Term Lease Liability 183483 183483 X 18486376 0 575292 0 0 575292 17911084 0 0 0 17911084 18638363 575292 0 0 0 575292 18063071 0 0 0 18063071 Schedule D, Part X, Line 2 The Agency is a not-for-profit organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is exempt from similar state and local taxes. Although the Agency was granted an income tax exemption by the Internal Revenue Service, such exemption does not apply to "unrelated business taxable income". The Agency has been classified as not a private foundation. The Agency analyzes its income tax filing positions in the federal and state jurisdictions where it is required to file income tax returns, as well as all open tax years in these jurisdictions, to identify potential uncertain tax positions. The Agency has evaluated its income tax filing positions for fiscal years 2019 through 2022, the years which remain subject to examination as of September 30, 2022. The Agency concluded that there are no significant uncertain tax positions requiring recognition in the Agency's financial statements. The Agency does not expect the total amount of unrecognized tax benefits ("UTB") (e.g. tax deductions, exclusions, or credits claimed or expected to be claimed) to significantly change in the next twelve months. The Agency does not have any amounts accrued for interest and penalties related to UTBs at September 30, 2022 or 2021, and is not aware of any claims for such amounts by federal or state income tax authorities. Form 990, Header, Line A Form 990, Part VI, Section B, Line 11b - Form 990 Part VI, Section A, Line 10 - Review of Form 990. Community Action Agency's Form 990 is prepared by the Agency's Chief Financial Officer, who is a Certified Public Accountant, and reviewed by it's Chief Executive Officer. It is received, reviewed and approved by the Agency's Finance and Audit Committee, and ultimately the full Board of Directors. Form 990, Part VI, Section B, Line 12c - Form 990, Part VI, Section B, Line 12c - The Agency's Chief Executive Officer and Chief Financial Officer review with the Board of Directors the Board's Conflict of Interest Policy and make any changes as needed. All Officers, Directors and key employees are required annually to document their understanding and adherence to the policy and document any interest which could give rive to conflict. Form 990, Part VI, Section B, Line 15 - Form 990 Part VI, Section B, Line 15 - Review of compensation of Chief Executive Officer. The Agency's Executive Committee performs an annual evaluation of the CEO, which include performance evaluation and compensation comparability. The Executive Committee then makes a recommendation to the full Board of Directors. Form 990, Part VI, Section C, Line 19 - Form 990 Part VI, Section C, Line 19 - The Agency's governing documents and conflict of interest policy are available to the public upon request. The Agency's Audited Financial Statements are posted on it's website and more current financial statements are available upon request. Form 990, Part VI, Section B, Line 11b Community Action Agency's form 990 is prepared by the Agency's Chief Financial Officer, who is a Certified Public Accountant, and reviewed by it's Chief Executive Officer. It is received, reviewed and approved by the Agency's Finance and Audit Committee, and ultimately the full Board of Directors. Form 990, Part VI, Section B, Line 12c The Agency's Chief Executive Officer and Chief Financial Officer review with the Board of Directors the Board's Conflict of Interest Policy and make any changes as needed. All Officers, Directors and key employees are required annually the document their understanding and adherence to the Policy and document any interest which could give rise to conflict. Form 990, Part VI, Section B, Line 15 Review of compensation of Chief Executive Officer. The Agency's Executive Committee performs an annual evaluation of the CEO, which includes performance evaluation and compensation comparability. The Executive Committee then makes a recommendation to the full Board of Directors. Form 990, Part VI, Section C, Line 19 The Agency's governing documents and conflict of interest policy are available to the public upon request. The Agency's Audited Financial Statements are posted on it's website and more current financial statements are available upon request. Agency has an approved form 8868 granting an extension to August 15, 2024.