CAPSTONE GLOBAL INITIATIVE INC DBA LEGACYSTONE (EIN 471669603) - 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

2015

Legal Domicile

Principal Officer

WILLIAM HIGH

Phone

8644155324

Tax Period

2023-01-01 to 2023-12-31

CAPSTONE GLOBAL INITIATIVE INC DBA LEGACYSTONE, founded in 2015, is a community nonprofit in the Religion sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 798% from the prior year, signaling strong growth momentum. The organization ran a surplus of $717K, a strong 46% operating margin.

Mission

TO CREATE HEALTHIER, MORE PRODUCTIVE WORKPACES, LEAD OTHERS TO CHRIST AND SERVE AS A GREATER LIGHT AND LIFE TO THOSE AROUND THEM.

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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 $1,459,995

Program Service Revenue $103,784

Investment Income $3,430

Other Revenue $-6,232

TOTAL REVENUE $1,560,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $357,278

Fundraising Expenses $82,146

Program Expenses $638,666

Other Expenses $486,753

TOTAL EXPENSES $844,031

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,560,977	$173,764	+8.0%
Expenses	$844,031	$186,860	+3.5%
Net Income	$716,946	$-13,096	-55.7%

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

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

$117,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY CERVINI	SECRETARY	10.00	Director	$0	$0	$0
LANE BYRUM	TREASURER	10.00	Director	$0	$0	$0
BEN REDMOND	PRESIDENT	10.00	Director	$0	$0	$0
BRANDON SCHAEFER	EXECUTIVE DIRECTOR	15.00	Officer	$71,900	$45,800	$117,700

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	$1,560,977	$844,031	$1,361,114	$716,946
2022	$173,764	$186,860	$272,352	$-13,096
2021	$150,464	$161,443	$137,432	$-10,979
2020	$133,025	$137,702	$145,428	$-4,677
2019	$94,111	$99,967	$100,094	$-5,856
2018	$402,856	$416,245	$102,288	$-13,389

CAPSTONE GLOBAL INITIATIVE INC DBA LEGACYSTONE