Capstone Legacy Foundation Inc (EIN 203752969) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

NANCY H HANSEN

Phone

6106888890

Tax Period

2023-01-01 to 2023-12-31

Capstone Legacy Foundation Inc, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2023.

Mission

The foundation provides donors with assistance in philanthropy and provides service and advocacy for ministries and other non profits

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,894,156

Program Service Revenue $126,005

Investment Income $450,113

Other Revenue $622,892

TOTAL REVENUE $3,093,166

Expense Breakdown

Grants Paid $1,315,570

Salaries & Benefits $757,891

Fundraising Expenses $409,491

Program Expenses $2,555,735

Other Expenses $1,248,093

TOTAL EXPENSES $3,321,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,093,166	$3,255,051	0.0%
Expenses	$3,321,554	$3,632,193	-0.1%
Net Income	$-228,388	$-377,142	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$343,620

Total Directors

$233,105

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY H HANSEN	Chairperson and CEO	30.00	Officer Director	$111,500	$0	$111,500
THOMAS W KEYSER	Chief Financial Office	36.00	Officer	$94,315	$0	$94,315
MERRILL R STEINER	SecretaryGen Counsel	10.00	Officer Director	$54,438	$0	$54,438
ROBERT T CLAIBORNE	Directoremployee	16.00	Director	$25,500	$0	$25,500
SAMUEL E ROHRER	Officer	40.00	Officer	$41,700	$0	$41,700
GEORGE MESCHTER	Director	2.000	Director	$0	$0	$0
ALLEN CARR SR	Director	2.000	Director	$0	$0	$0
BEN MYERS	Director	2.000	Director	$0	$0	$0
MARY ANNE HATCH	DirectorExec VP	12.00	Officer Director	$41,667	$0	$41,667

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,093,166	$3,321,554	$5,393,666	$-228,388
2022	$3,255,051	$3,580,773	$5,128,145	$-325,722
2021	$2,478,825	$3,097,589	$5,946,114	$-618,764
2020	$4,392,978	$2,649,092	$6,826,996	$1,743,886
2019	$4,637,772	$2,805,283	$5,341,602	$1,832,489

Capstone Legacy Foundation Inc