CAPACES LEADERSHIP INSTITUTE (EIN 452771253) - 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

2011

Legal Domicile

Principal Officer

LORENA MANZO

Tax Period

2023-01-01 to 2023-12-31

CAPACES LEADERSHIP INSTITUTE, founded in 2011, is a community nonprofit in the Public & Societal Benefit sector that reported $3.5M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $706K, a strong 20% operating margin.

Mission

THE CAPACES INSTITUTE (ALSO THE INSTITUTE) SEEKS TO DEVELOP AND SUPPORT LEADERS IN COMMUNITIES THAT ARE UNDERSERVED AND UNDERREPRESENTED IN SOCIETAL INSTITUTIONS, ESPECIALLY THE FARM WORKER AND LATINO COMMUNITIES

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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 $2,890,976

Program Service Revenue $602,512

Investment Income $0

Other Revenue $1,065

TOTAL REVENUE $3,494,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,562,490

Fundraising Expenses $209,818

Program Expenses $2,015,041

Other Expenses $1,225,923

TOTAL EXPENSES $2,788,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,494,553	$3,718,244	-0.1%
Expenses	$2,788,413	$2,040,320	+0.4%
Net Income	$706,140	$1,677,924	-0.6%

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

200

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

Total Directors

Key Employees

$87,958

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIME ARREDONDO	EXECUTIVE DIRECTOR	40.00	Key Emp	$87,958	$0	$87,958
JUDY MARQUEZ	BOARD MEMBER	0.50		$0	$0	$0
ESTRELLA TAPIA	BOARD MEMBER	0.50		$0	$0	$0
DELIA OLMOS-GARCIA	BOARD MEMBER	0.50		$0	$0	$0
LEVI HERRERA	BOARD MEMBER	0.50		$0	$0	$0
REBECA VELASQUEZ	BOARD MEMBER	0.50		$0	$0	$0
REYNA LOPEZ	BOARD MEMEBER	0.50		$0	$0	$0
LORENA MANZO	CHAIR	1.00	Officer	$0	$0	$0
SANDRA HERNANDEZ	TREASURER	0.50	Officer	$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
2024	No data	No data	No data	No data
2023	$3,494,553	$2,788,413	$4,082,120	$706,140
2022	$3,718,244	$2,040,320	$3,450,190	$1,677,924
2021	$2,526,401	$1,970,549	$1,447,498	$555,852
2020	$7,067,167	$6,470,741	$891,423	$596,426
2019	$905,761	$923,504	$194,687	$-17,743
2018	$638,610	$642,921	$211,225	$-4,311

CAPACES LEADERSHIP INSTITUTE