Blue Valley Community Action Inc

Nonprofit profile at a glance

EIN
470492640
IRS 990 coverage
2009–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Fairbury, NE, USA
Phone
4027292278
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Official website

Reported finances

Revenue
$14,346,865
Expenses
$12,727,679
Assets
$11,829,185
Liabilities
$3,022,014

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

27 people listed

Executive titles in this filing

  • LUIS SOTELO (PRESIDENT)

Highest reported compensation

  • SHARI WEBER (EXECUTIVE DI): $108,150 total reported compensation
  • JAMIE SWARTZ (FISCAL DIREC): $73,832 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Overcoming poverty by helping people, improving lives and strengthening communities.

What it reported doing in 2024

Weatherization services - services are provided to reduce energy bills and make homes more energy efficient to reduce energy burden on low income households. Approximately 86 homes weatherized. Transportation services - community based transportation system designed to meet the needs of residents who do not have regular access to transportation. Approximately 157 individuals served. Aging services - program provides volunteer opportunities for seniors to mentor and support children in their community. Approximately 512 individuals served. Youth services - program provides life skills, civic engagement and leadership opportunities to eligible youth ages 8 through 25 in an effort to support a successful transition into adulthood. Approximately 16 individuals served. Health services - supplemental nutrition & education program that provides referrals, vaccinations and nutritious free foods to income eligible individuals and children to promote overall health and well-being. Approximately 1,732 individuals served. Emergency services - provides basic needs such as food, shelter, housing, rent, and utility payment assistance for households that are homeless or at imminent risk of homelessness. Approximately 693 individuals served.

Operating model

Revenue model
Grant-funded. 86% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 92
  • Accountability: 95
  • Sustainability: 58
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 79.4%; rating input score 79
  • Program expense ratio: 88.7%; rating input score 89
  • Fundraising efficiency: $314.89 raised per $1 spent on fundraising; rating input score 93; 93rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 11.3%; rating input score 70; 70th percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.26; rating input score 51; 51st percentile among comparable filings
  • Officer compensation ratio: 1.4%; rating input score 82; 82nd percentile among comparable filings

Growth

  • Program expense growth: 3.9% per year; rating input score 100; 33rd percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 31st percentile among comparable filings
  • Asset growth: 0.9% per year; rating input score 100; 13th percentile among comparable filings

Details

  • Where the money goes: 79.4% of revenue deployed · 88.7% of spending went to programs
  • Governance: 25 of 25 board members independent · 7 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $11.3M in reported program spending
  • Leadership: top reported pay $108K · 27 people listed
  • Highest-paid contractors: 2 contractors listed · $219K reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 7 filed schedules · includes major donors
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • Review — Sustainability: Liabilities to assets ratio scored 51/100.