Capital Manor Foundation (EIN 412094799) - 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

2003

Legal Domicile

Principal Officer

Deirdre A Miller

Phone

5033624101

Tax Period

2023-07-01 to 2024-06-30

Capital Manor Foundation, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $579K in total revenue in fiscal year 2023. Revenue surged 388% from the prior year, signaling strong growth momentum. The organization ran a surplus of $359K, a strong 62% operating margin.

Mission

Support Capital Manor Retirement Community in providing care and services to their residents and continuing education to their employees.

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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 $560,122

Program Service Revenue $0

Investment Income $19,134

Other Revenue $0

TOTAL REVENUE $579,256

Expense Breakdown

Grants Paid $213,228

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,228

Other Expenses $7,036

TOTAL EXPENSES $220,264

Year-over-Year Comparison

	2023	2022	Change
Revenue	$579,256	$118,796	+3.9%
Expenses	$220,264	$83,700	+1.6%
Net Income	$358,992	$35,096	+9.2%

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

N/A

Volunteers

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

$140,353

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Deirdre Miller	Dir. of Finance	8.00	Officer	$0	$5,832	$140,353
Dick Francois	Chairman	1.00	Officer Director	$0	$0	$0
Marilyn Grenz	Director	1.00	Director	$0	$0	$0
Joanne Stern	Director	1.00	Director	$0	$0	$0
Suzie Torres-Cross	Director	1.00	Director	$0	$0	$0
Barbara St Lawrence	Director	1.00	Director	$0	$0	$0
Brian Williams	Director	1.00	Director	$0	$0	$0
Ron Kellemen	Director	1.00	Director	$0	$0	$0
Mary Jane Williams	Director	1.00	Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$579,256	$220,264	$1,609,062	$358,992
2023	$118,796	$83,700	$1,238,500	$35,096
2022	$127,368	$100,873	$1,164,357	$26,495
2021	$123,000	$95,227	$1,155,276	$27,773
2020	$118,103	$95,440	$903,456	$22,663
2019	$97,146	$83,647	$910,432	$13,499
2018	$184,683	$94,062	$893,291	$90,621

Capital Manor Foundation