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Nonprofiteer
← CITIZEN ACTION COALITION INC

Form 990 for tax year 2023

Filed by CITIZEN ACTION COALITION INC.

Totals

Total revenue
$737,787
Total expenses
$751,377
Contributions and grants received
$731,903
Grants paid
$0
Program service revenue
$0
Investment income
$4
Other revenue
$5,880
Total assets, end of year
$48,665
Total liabilities, end of year
$206,821
Net assets or fund balances, end of year
-$158,156
Program services expenses (Part IX)
$543,938
Management and general expenses
$73,481
Fundraising expenses
$133,958
Program service expenses (Part III)
$543,938

Program services were 72.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $572,630

  • 1f · All other contributions, gifts and grants

    $159,273

  • 3 · Investment income

    total $4 · excluded $4

  • 11a · Other revenue: MISC INCOME

    total $5,880 · excluded $5,880

  • 11e · Other revenue, total

    $5,880

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $476,844 · program services $348,097 · management and general $42,916 · fundraising $85,831

  • 8 · Pension plan contributions

    total $7,160 · program services $5,227 · management and general $644 · fundraising $1,289

  • 9 · Other employee benefits

    total $58,689 · program services $42,843 · management and general $5,282 · fundraising $10,564

  • 10 · Payroll taxes

    total $38,376 · program services $28,014 · management and general $3,454 · fundraising $6,908

  • 11b · Fees: legal

    total $4,100 · management and general $4,100

  • 11c · Fees: accounting

    total $2,400 · management and general $2,400

  • 13 · Office expenses

    total $33,776 · program services $24,655 · management and general $3,041 · fundraising $6,080

  • 16 · Occupancy

    total $37,506 · program services $27,379 · management and general $3,376 · fundraising $6,751

  • 17 · Travel

    total $2,682 · program services $1,958 · management and general $241 · fundraising $483

  • 19 · Conferences, conventions and meetings

    total $663 · program services $663

  • 20 · Interest

    total $9,794 · program services $7,150 · management and general $881 · fundraising $1,763

  • 24a · Other expenses: DATA, MISC PROF, GRANTS

    total $55,708 · program services $40,667 · management and general $5,014 · fundraising $10,027

  • 24b · Other expenses: BOARD, TRAINING, MOVING

    total $9,741 · program services $7,111 · management and general $877 · fundraising $1,753

  • 24c · Other expenses: BANK FEES

    total $9,271 · program services $6,767 · management and general $835 · fundraising $1,669

  • 24d · Other expenses: DUES, MISC OTHER

    total $4,465 · program services $3,259 · management and general $402 · fundraising $804

  • 24e · All other expenses

    total $202 · program services $148 · management and general $18 · fundraising $36

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,572 · end of year $37,058

  • 3 · Pledges and grants receivable

    beginning of year $1,409 · end of year $2,177

  • 4 · Accounts receivable

    beginning of year $12,534 · end of year $9,430

  • 10a · Land, buildings and equipment: cost or other basis

    $32,026

  • 10b · Land, buildings and equipment: accumulated depreciation

    $32,026

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,181 · end of year $64,613

  • 24 · Unsecured notes and loans payable

    beginning of year $149,900 · end of year $142,208

  • 27 · Net assets without donor restrictions

    beginning of year -$144,566 · end of year -$158,156

Mission and programs · 2023

Mission

TO INITIATE & COORDINATE CITIZENS ACTION DIRECTED TO IMPROVING THE QUALITY OF LIFE OF ALL INHABITANTS OF THE STATE OF INDIANA THROUGH PRINCIPLED ADVOCACY OF PUBLIC POLICIES TO PRESERVE DEMOCRACY, CONSERVE NATURAL RESOURCES, AND TO PROTECT THE ENVIRONMENT AND PROVIDE AFFORDABLE ACCESS TO ESSENTIAL HUMAN SERVICES.

  • CAC ORGANIZERS ADVOCATE THE PUBLIC CONCERNS AT THE LOCAL, STATE, AND FEDERAL LEVEL. WE ADVOCATE FOR ENERGY EFFICIENCY AND RENEWABLE ENERGY INVESTMENTS. CAC SUPPORTS LEAST COST UTILITY SERVICE AND LEGISLATION THAT AIDS LOW INCOME FAMILIES WITH WEATHERIZATION EFFORTS AND ASSISTANCE IN PAYING THEIR BILLS. CAC TESTIFIED BEFORE A NUMBER OF REGULATORY COMMITTEES DEALING WITH ENERGY AND HUMAN SERVICE ISSUES. CAC HAS REPRESENTED CUSTOMERS BEFORE INDIANA REGULATORS IN RATE CASES AND OTHER PROCEDURES FOR OVER 40 YEARS. OUR DOOR-TO-DOOR, PHONE CANVASS AND PROGRAM STAFF ARE UTILIZED IN MAJOR RATE CASES. WE WILL ACT AS A PUBLIC INTERVENOR IN THOSE RATE CASES AND ARGUE IN THE CUSTOMER'S INTEREST. IN 2023 CAC WAS INVOLVED IN NUMEROUS CASES BEFORE THE INDIANA UTILITY REGULATORY COMMISSION.

  • CAC ORGANIZERS ADVOCATE THE PUBLIC CONCERNS AT THE LOCAL, STATE, AND FEDERAL LEVEL. WE ADVOCATE FOR ENERGY EFFICIENCY AND RENEWABLE ENERGY INVESTMENTS. CAC SUPPORTS LEAST COST UTILITY SERVICE AND LEGISLATION THAT AIDS LOW INCOME FAMILIES WITH WEATHERIZATION EFFORTS AND ASSISTANCE IN PAYING THEIR BILLS. CAC TESTIFIED BEFORE A NUMBER OF REGULATORY COMMITTEES DEALING WITH ENERGY AND HUMAN SERVICE ISSUES. CAC HAS REPRESENTED CUSTOMERS BEFORE INDIANA REGULATORS IN RATE CASES AND OTHER PROCEDURES FOR OVER 40 YEARS. OUR DOOR-TO-DOOR, PHONE CANVASS AND PROGRAM STAFF ARE UTILIZED IN MAJOR RATE CASES. WE WILL ACT AS A PUBLIC INTERVENOR IN THOSE RATE CASES AND ARGUE IN THE CUSTOMER'S INTEREST. IN 2023 CAC WAS INVOLVED IN NUMEROUS CASES BEFORE THE INDIANA UTILITY REGULATORY COMMISSION.

    Expenses $543,938

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kerwin Olson

    EXECUTIVE DI

    Total calculated
    $72,004
    From this org
    $72,004
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Mark Bailey

    FINANCIAL DI

    Total calculated
    $21,204
    From this org
    $21,204
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Ed Gerardot

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pamela Guerrero

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    5

  • Tim Koponen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Patricia Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrea Price

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Craig Shumaker

    TREASURER

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.0
Source object
202413119349301531

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