Capstone Legacy Foundation Inc

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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 philantropy, and provides funding and advocacy for ministries and other charities. See also Capstone Legacy Fdn Storehouse and Charitable Trust I

Program Service Accomplishments

Program 1

Expenses: $1,759,652 Revenue: $698,779

Donor services provided primarily through donor advised funds with grants to non-profit charitable organizations operated for Christian charitable religious and educational purposes. Revenue shown...

Donor services provided primarily through donor advised funds with grants to non-profit charitable organizations operated for Christian charitable religious and educational purposes. Revenue shown here is classified as contributions in Part I and Part VIII of form 990.

Program 2

Expenses: $320,942 Revenue: $489,153

Socrates in the City, a fiscal sponsorship project, holds various live broadcast events in various locations nationally and internationally, hosting conversations on life, God and other topics with notable thinkers in a dialogue format before live audiences. The events are educational, and are designed to create a forum that encourages busy professionals and others in thinking about the bigger questions in life. In addition, the conversations are printed for distribution and available through various media platforms. Revenue shown here is classified as contributions in part I and VIII of form 990.

Program 3

Expenses: $295,015 Revenue: $447,045

American Pastors Network and state chapters are a fiscal sponsorship project. They educate and foster support for spiritual and cultural issues in the forefront of pastoral ministries nationally...

American Pastors Network and state chapters are a fiscal sponsorship project. They educate and foster support for spiritual and cultural issues in the forefront of pastoral ministries nationally reaching audiences through radio and TV broadcasts. Revenue shown here is classified as contributions in Part I and Part VIII of form 990.

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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