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← COMMUNITY ACTION COUNCIL OF LEWIS MASON AND THURSTON COUNTIES

Form 990 for tax year 2023

Filed by COMMUNITY ACTION COUNCIL OF LEWIS MASON AND THURSTON COUNTIES.

Totals

Total revenue
$17,749,332
Total expenses
$17,853,152
Contributions and grants received
$15,040,165
Grants paid
$8,183,099
Program service revenue
$2,482,052
Investment income
$61,233
Other revenue
$165,882
Total assets, end of year
$16,120,987
Total liabilities, end of year
$11,437,896
Net assets or fund balances, end of year
$4,683,091
Program services expenses (Part IX)
$15,195,106
Management and general expenses
$2,658,046
Fundraising expenses
$0
Program service expenses (Part III)
$15,195,106

Program services were 85.1% 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.

  • 1c · Fundraising events

    $11,982

  • 1e · Government grants (contributions)

    $14,224,324

  • 1f · All other contributions, gifts and grants

    $803,859

  • 1g · Noncash contributions included above

    $190,039

  • 2a · Program service revenue: RENTAL INCOME

    total $1,888,526 · related or exempt $1,888,526

  • 2b · Program service revenue: SERVICE FEES

    total $593,526 · related or exempt $593,526

  • 3 · Investment income

    total $29,743 · excluded $29,743

  • 7a · Gross sales of assets other than inventory

    other assets $63,836

  • 7b · Less cost or other basis and sales expenses

    other assets $32,346

  • 7c · Gain or loss

    other assets $31,490

  • 7d · Net gain or loss

    total $31,490 · excluded $31,490

  • 8a · Fundraising events: gross income

    $9,261

  • 8a · Fundraising events: contributions included on line 1c

    $11,982

  • 8b · Fundraising events: direct expenses

    $13,448

  • 8c · Net income from fundraising events

    total -$4,187 · excluded -$4,187

  • 11d · All other revenue

    total $170,069 · excluded $170,069

  • 11e · Other revenue, total

    $170,069

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $153,584 · program services $153,584

  • 2 · Grants to domestic individuals

    total $8,029,515 · program services $8,029,515

  • 5 · Compensation of officers, directors and key employees

    total $355,750 · program services $299,399 · management and general $56,351

  • 7 · Other salaries and wages

    total $4,170,183 · program services $3,509,621 · management and general $660,562

  • 8 · Pension plan contributions

    total $77,693 · program services $65,386 · management and general $12,307

  • 9 · Other employee benefits

    total $1,136,392 · program services $926,311 · management and general $210,081

  • 10 · Payroll taxes

    total $40,873 · program services $34,399 · management and general $6,474

  • 11a · Fees: management

    total $146,530 · program services $50,786 · management and general $95,744

  • 11b · Fees: legal

    total $10,371 · program services $3,594 · management and general $6,777

  • 11c · Fees: accounting

    total $8,610 · program services $2,984 · management and general $5,626

  • 11g · Fees: other

    total $328,548 · program services $113,871 · management and general $214,677

  • 12 · Advertising and promotion

    total $68,399 · program services $26,057 · management and general $42,342

  • 13 · Office expenses

    total $81,255 · program services $63,661 · management and general $17,594

  • 16 · Occupancy

    total $463,892 · program services $382,826 · management and general $81,066

  • 17 · Travel

    total $90,869 · program services $68,888 · management and general $21,981

  • 19 · Conferences, conventions and meetings

    total $29,630 · program services $22,219 · management and general $7,411

  • 20 · Interest

    total $430,469 · program services $276,411 · management and general $154,058

  • 22 · Depreciation, depletion and amortization

    total $589,461 · program services $452,043 · management and general $137,418

  • 23 · Insurance

    total $166,625 · program services $93,729 · management and general $72,896

  • 24a · Other expenses: REPAIRS AND MAINTANENCE

    total $453,307 · program services $350,174 · management and general $103,133

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $444,213 · program services $24,233 · management and general $419,980

  • 24c · Other expenses: SMALL EQUIPMENT

    total $347,886 · program services $137,401 · management and general $210,485

  • 24d · Other expenses: SUPPLIES

    total $93,049 · program services $76,338 · management and general $16,711

  • 24e · All other expenses

    total $136,048 · program services $31,676 · management and general $104,372

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,957,145 · end of year $2,237,217

  • 3 · Pledges and grants receivable

    beginning of year $2,217,601 · end of year $1,462,274

  • 4 · Accounts receivable

    beginning of year $386,436 · end of year $606,709

  • 7 · Other notes and loans receivable

    beginning of year $613,079 · end of year $613,079

  • 8 · Inventories for sale or use

    beginning of year $57,710 · end of year $18,472

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,076 · end of year $127,763

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

    $19,495,570

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

    $9,424,641

  • 10c · Land, buildings and equipment, net

    beginning of year $10,224,203 · end of year $10,070,929

  • 13 · Investments: program-related

    beginning of year $125,534 · end of year $125,534

  • 15 · Other assets

    beginning of year $770,204 · end of year $859,010

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,013,027 · end of year $1,077,453

  • 19 · Deferred revenue

    beginning of year $299,970 · end of year $463,847

  • 23 · Secured mortgages and notes payable

    beginning of year $9,823,244 · end of year $9,500,511

  • 25 · Other liabilities

    beginning of year $494,836 · end of year $396,085

  • 27 · Net assets without donor restrictions

    beginning of year $4,786,911 · end of year $4,683,091

Mission and programs · 2023

Mission

THE COMMUNITY ACTION COUNCIL IS A NONPROFIT AGENCY COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THOSE IN OUR COMMUNITY BY HELPING MEET THE BASIC NEEDS OF HOUSING, HEATING, SAFETY, MENTAL HEALTH, FOOD AND NUTRITION FOR FAMILIES AND INDIVIDUALS AND TO LESSEN THE IMPACT OF POVERTY. WHILE PROVIDING SERVICES DIRECTLY, AND THROUGH PARTNERSHIPS, WE STRIVE TO EMPOWER AND STRENGTHEN FAMILIES AND PROMOTE SELF-SUFFICIENCY.

Activities or mission (Part I)

AT THE COMMUNITY ACTION COUNCIL OF LEWIS, MASON AND THURSTON COUNTIES, WE ARE DEDICATED TO ADDRESSING THE SYSTEMIC ISSUES OF POVERTY AND PROMOTING HEALTH AND WELL-BEING. SINCE 1966, WE HAVE BEEN FOCUSED ON EMPOWERING INDIVIDUALS AND FAMILIES, AND OUR MISSION REMAINS TO FIND INNOVATIVE, COMMUNITY-BASED SOLUTIONS THAT STRENGTHEN OUR COMMUNITIES AND LESSEN THE IMPACTS OF POVERTY.

  • HEALTH- THE MONARCH CHILDREN'S JUSTICE AND ADVOCACY CENTER AND CRIME VICTIMS CENTER, IN CONJUNCTION WITH OUR PARTNER AGENCIES, PROVIDES A WIDE RANGE OF SERVICES AT NO COST TO COMMUNITY MEMBERS IN LEWIS, MASON, AND THURSTON COUNTIES SUPPORTING 639 CHILD VICTIMS, AND AN ADDITIONAL 220 NON-OFFENDING FAMILY MEMBERS THIS PAST YEAR. MONARCH REDUCES THE INCIDENCE AND IMPACT OF CHILD ABUSE BY PROVIDING A COORDINATED, MULTIDISCIPLINARY RESPONSE TO VICTIMS OF CHILD ABUSE AND THEIR FAMILIES PLUS SUPPORTING THE WORK OF CHILD ADVOCACY CENTERS IN THE REGION.

    Expenses $953,196 · Grants $7,075 · Revenue $593,526

  • HOUSING- HOUSING FOCUSES ON MEETING THE HOUSING NEEDS OF LOW-INCOME HOUSEHOLDS TO KEEP PEOPLE SAFE AND HOUSED; PROVIDING ASSISTANCE VIA FOUNDATIONAL COMMUNITY SUPPORTS (FCS), HOUSING AND ESSENTIAL NEEDS (HEN), AND AFFORDABLE HOUSING UNITS. THIS PAST YEAR THE HOUSING PROGRAM PROVIDED CARE TO 1,015 COMMUNITY MEMBERS. IN ORDER TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITY, WE CONTINUE TO PLAY A KEY ROLE AS A PROVIDER OF AFFORDABLE HOUSING IN OUR SERVICE AREA. WORKING WITH MULTIPLE JURISDICTIONS, WE STRIVE TO INCREASE THE NUMBER OF AFFORDABLE HOUSING OPPORTUNITIES IN OUR COMMUNITY. IN LEWIS, MASON, THURSTON AND GRAYS HARBOR COUNTIES WE SUPPORT 12 PROPERTIES WITH A TOTAL OF 376 UNITS OF AFFORDABLE HOUSING WHICH HOUSE OVER 600 COMMUNITY MEMBERS.

    Expenses $4,191,616 · Grants $1,447,167 · Revenue $1,888,526

  • ENERGY- ENERGY SERVICES STRIVE TO LESSEN THE FINANCIAL IMPACT OF COLDER MONTHS, USING ENERGY ASSISTANCE TO HELP EVERYONE HAVE A WARMER, MORE COMFORTABLE HOME AND ADDRESS THE HEAT OF THE WARMER PROVIDING ACCESS TO COOLING SERVICES. WE DISTRIBUTED $5,772,566 TO HELP RESIDENTS COVER THEIR GAS, ELECTRICITY, OIL, WOOD OR PROPANE BILLS, AND SUPPORTED THE DISTRIBUTION OF 120 AC UNITS TO LOW-INCOME COMMUNITY MEMBERS.

    Expenses $7,359,514 · Grants $5,772,566

  • WEATHERIZATION WEATHERIZATION FOCUSES ON MAKING HOMES MORE ENERGY EFFICIENT, COMFORTABLE, AND SAFE BY INSTALLING INSULATION AND AIR SEALING MEASURES. REDUCING CLIENTS' ENERGY AND BUDGET BURDENS, ALLOWING THEM TO BECOME MORE SELF-SUFFICIENT. THIS PROGRAM ALSO ADDRESSES HEALTH AND SAFETY CONCERNS LIKE INDOOR AIR QUALITY AND FIRE HAZARDS AND HELPS RETAIN AFFORDABLE HOUSING STOCK IN THE COMMUNITY. THIS PAST YEAR WE IMPROVED THE HEALTH AND SAFETY OF 97 HOMES. FUNDING FOR THIS PROGRAM COMES FROM FEDERAL, STATE, AND PRIVATE PARTNERSHIPS.

    Expenses $2,540,079 · Grants $953,621

  • INFORMATION & REFERRALS- OUR CORE PROGRAMSHEALTH, HOUSING, ENERGY, AND WEATHERIZATIONARE SUPPORTED BY OUR INFORMATION & REFERRAL (I&R) PROGRAM, WHICH PLAYS A VITAL ROLE IN ENSURING INDIVIDUALS CAN ACCESS THE SERVICES THEY NEED. I&R FOSTERS COLLABORATION BOTH WITHIN OUR ORGANIZATION AND WITH COMMUNITY PARTNERS, CREATING A NETWORK OF SUPPORT. THIS PAST YEAR I&R SUPPORTED 30,000 MEMBERS TO CONNECT WITH SERVICES TO SUPPORT THEIR NEEDS.

    Expenses $150,701 · Grants $2,670

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

Listed in Part VII

  • Sharon Trask

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Greg Jasperson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bridget Flory

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sean Swope

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sarah Lloyd

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Meghan Sullivan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven Robinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Clark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Gipson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kirsten York

    CEO

    Total calculated
    $135,375
    From this org
    $117,411
    From related orgs
    $0
    Other
    $17,964
    Hours/week
    40

  • Sarah Miranda

    CFO

    Total calculated
    $138,922
    From this org
    $127,162
    From related orgs
    $0
    Other
    $11,760
    Hours/week
    40

  • Abi McLane

    COO

    Total calculated
    $114,749
    From this org
    $84,009
    From related orgs
    $0
    Other
    $30,740
    Hours/week
    40

  • Justin Defour

    CEO

    Total calculated
    $0
    Hours/week
    40

  • Dale Lewis

    DIRECTOR OF COMMUNITY SERVICES

    Total calculated
    $162,876
    From this org
    $145,185
    From related orgs
    $0
    Other
    $17,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,185
    Bonus
    $0
    Other
    $0
    Deferred
    $7,450
    Nontaxable benefits
    $10,241
    Filer's total
    $162,876

  • Tambra Donohue

    DIRECTOR OF VICTIM SERVICES

    Total calculated
    $159,744
    From this org
    $141,460
    From related orgs
    $0
    Other
    $18,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,460
    Bonus
    $0
    Other
    $0
    Deferred
    $8,694
    Nontaxable benefits
    $9,590
    Filer's total
    $159,744

  • Samuel Dougherty

    WEATHERIZATION PROGRAM MANAGER

    Total calculated
    $141,818
    From this org
    $124,590
    From related orgs
    $0
    Other
    $17,228
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CAC 515 PRESERVATION PORTFOLIO ASSOCIATES LLLP

    RELATED · LOW-INCOME HOUSING · WA · 1% owned · share of income -$22 · share of assets $1,065

  • MONTESANO HARBOR ANNEX LLC

    RELATED · LOW-INCOME HOUSING · WA · 1% owned · share of income -$8,159 · share of assets $113

  • MONTESANO HARBOR LLC

    RELATED · LOW-INCOME HOUSING · WA · 1% owned · share of income -$2 · share of assets $157

  • PRAIRIE RUN ASSOCIATES

    RELATED · LOW-INCOME HOUSING · WA · 1% owned · share of income $8 · share of assets $169

  • SALMON RUN YELM ASSOCIATES LLLP

    RELATED · LOW-INCOME HOUSING · WA · 1% owned · share of income -$18 · share of assets $524

  • VIRGINIA STATION ASSOCIATES LP

    RELATED · LOW-INCOME HOUSING · WA · 1% owned · share of assets $226

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202502279349303070

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