CAPPER FOUNDATION (EIN 480543745) - 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

1920

Legal Domicile

Principal Officer

ZACHARY K AHRENS

Phone

7852724060

Tax Period

2024-09-01 to 2025-08-31

CAPPER FOUNDATION, founded in 1920, is a mid-sized nonprofit that reported $17.0M in total revenue in fiscal year 2024. Expenses of $16.4M left a modest 4% surplus.

Mission

THE MISSION OF CAPPER FOUNDATION IS TO BUILD ABILITIES AND EMPOWER PEOPLE OF ALL AGES LIVING WITH DISABILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,745,104

Program Service Revenue $1,780,362

Investment Income $532,601

Other Revenue $-41,297

TOTAL REVENUE $17,016,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,247,585

Fundraising Expenses $514,279

Program Expenses $14,888,173

Other Expenses $3,129,403

TOTAL EXPENSES $16,376,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,016,770	$16,370,787	+0.0%
Expenses	$16,376,988	$16,068,368	+0.0%
Net Income	$639,782	$302,419	+1.1%

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

482

Volunteers

627

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

$480,277

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY AHRENS	President & CEO	45.00	Officer	$259,407	$25,430	$284,837
SANDY WARREN	VP, SECRETARY	45.00	Officer	$180,351	$15,089	$195,440
STEPHANIE BROXTERMAN	CHIEF ADMINSTRATIVE OFFICER	45.00		$161,223	$6,667	$167,890
BRUCE AKIN	Trustee	0.50	Director	$0	$0	$0
MICHELLE BUTLER	Trustee	0.50	Director	$0	$0	$0
LUCKY DEFRIES	Trustee	0.50	Director	$0	$0	$0
DOUG KINSINGER	Trustee	0.50	Director	$0	$0	$0
JASON MCMILLEN	Trustee	0.50	Director	$0	$0	$0
HERMAN JONES	Trustee	0.50	Director	$0	$0	$0
JAY IVES	Trustee	0.50	Director	$0	$0	$0
NEIL DOBLER	Chairman	1.00	Officer Director	$0	$0	$0
BARBARA BARNARD	VICE CHAIR	0.50	Officer Director	$0	$0	$0
SHELLEY KING	Trustee	0.50	Director	$0	$0	$0
MARIE PYKO	Treasurer	0.50	Officer Director	$0	$0	$0
JAENA GREENWOOD	Trustee	0.50	Director	$0	$0	$0
STEVE KNOLL	Trustee	0.50	Director	$0	$0	$0
ANN PALMER	Trustee	0.50	Director	$0	$0	$0
KELLIE DOUGAN	Trustee	0.50	Director	$0	$0	$0
PAM WALSTROM	Trustee	0.50	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	$17,016,770	$16,376,988	$38,459,094	$639,782
2024	$16,370,787	$16,068,368	$37,256,736	$302,419
2023	$13,606,696	$14,815,434	$35,842,153	$-1,208,738
2022	$11,403,670	$12,846,272	$36,358,262	$-1,442,602
2021	$12,624,169	$12,269,381	$38,551,469	$354,788
2020	$13,424,600	$12,568,474	$36,831,156	$856,126
2019	$13,256,175	$12,516,855	$35,669,068	$739,320

CAPPER FOUNDATION