CAPITOL HILL VILLAGE (EIN 205150809) - 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

2006

Legal Domicile

Principal Officer

JUDY BERMAN

Phone

2025431778

Tax Period

2023-10-01 to 2024-09-30

CAPITOL HILL VILLAGE, founded in 2006, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 4% surplus.

Mission

PROVIDE SUPPORT FOR RESIDENTS OF THE CAPITOL HILL COMMUNITY WHO WISH TO STAY IN THEIR HOMES AS THEY GROW OLDER.

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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 $1,274,066

Program Service Revenue $207,216

Investment Income $39,059

Other Revenue $9,834

TOTAL REVENUE $1,530,175

Expense Breakdown

Grants Paid $51,052

Salaries & Benefits $879,833

Fundraising Expenses $130,268

Program Expenses $1,082,426

Other Expenses $532,623

TOTAL EXPENSES $1,463,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,530,175	$1,231,827	+0.2%
Expenses	$1,463,508	$1,387,458	+0.1%
Net Income	$66,667	$-155,631	-1.4%

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

258

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

$145,899

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAURY STERN	PRESIDENT	4.00	Officer Director	$0	$0	$0
CHRISTINE HEALEY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CECILIA ALBERT	TREASURER	3.00	Officer Director	$0	$0	$0
NANCY DECK	SECRETARY	2.00	Officer Director	$0	$0	$0
LEE RENO	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN SEDGEWICK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBYN HINSON JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL HASH	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA BECKHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNNE CHURCH	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMARA COPELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES KENNEDY	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA PETTIE	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN SARFATI	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA WHITTLESEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY BERMAN	EXECUTIVE DIRECTOR	40.00	Officer	$141,250	$4,649	$145,899

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	$1,530,175	$1,463,508	$1,599,015	$66,667
2023	$1,231,827	$1,387,458	$1,340,757	$-155,631
2022	$1,395,168	$1,220,943	$1,342,242	$174,225
2021	$1,336,357	$1,057,379	$1,335,560	$278,978
2020	$990,342	$1,015,717	$981,907	$-25,375
2019	$999,925	$846,610	$967,977	$153,315
2018	$1,097,963	$1,025,726	$881,761	$72,237

CAPITOL HILL VILLAGE