CAPITAL RESEARCH CENTER (EIN 521289734) - 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

1983

Legal Domicile

Principal Officer

SCOTT WALTER

Phone

2024836900

Tax Period

2024-01-01 to 2024-12-31

CAPITAL RESEARCH CENTER, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.5M in total revenue in fiscal year 2024.

Mission

TO PROMOTE A BETTER UNDERSTANDING OF CHARITY AND PHILANTHROPY.

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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 $7,316,895

Program Service Revenue $16,864

Investment Income $175,200

Other Revenue $13,907

TOTAL REVENUE $7,522,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,554,412

Fundraising Expenses $2,414,910

Program Expenses $4,676,193

Other Expenses $4,395,919

TOTAL EXPENSES $7,950,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,522,866	$7,462,650	+0.0%
Expenses	$7,950,331	$7,173,570	+0.1%
Net Income	$-427,465	$289,080	-2.5%

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

$578,827

Total Directors

Key Employees

$671,263

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC O'KEEFE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SARAH ATKINS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT E CHALLEY	TRUSTEE	1.00	Director	$0	$0	$0
GORDON CUMMINGS	TRUSTEE	1.00	Director	$0	$0	$0
HON EDWIN MEESE III	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MEYERSOHN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS S WINTER	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT WALTER	PRESIDENT	40.00	Officer	$348,450	$80,617	$429,067
CHRISTOPHER KRUKEWITT	CHIEF FINANCIAL & OPERATIONS OFFICER	40.00	Officer	$120,212	$29,548	$149,760
KRISTEN EASTLICK	SENIOR VICE PRESIDENT	40.00	Key Emp	$201,714	$39,459	$241,173
DAN THOMPSON	VP OF PHILANTHROPY & DEVELOPMENT	40.00	Key Emp	$179,073	$42,317	$221,390
MICHAEL E HARTMANN	SENIOR FELLOW AND DIRECTOR	40.00	Key Emp	$171,464	$37,236	$208,700
TRACEY MILLER	VICE PRESIDENT (AS OF MARCH)	40.00	Highest	$122,524	$20,488	$143,012
JON RODEBACK	MANAGING EDITOR & DIR. OF CONTENT	40.00	Highest	$113,817	$40,671	$154,488
MICHAEL K WATSON	RESEARCH DIRECTOR	40.00	Highest	$110,263	$15,546	$125,809
BETH A BOTTCHER	PHILANTHROPY OFFICER	40.00	Highest	$105,024	$16,838	$121,862

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	$7,522,866	$7,950,331	$12,390,904	$-427,465
2023	$7,462,650	$7,173,570	$10,811,558	$289,080
2022	$7,181,137	$7,256,716	$9,012,118	$-75,579
2021	$6,083,008	$6,796,944	$10,585,659	$-713,936
2020	$4,880,833	$5,508,898	$9,928,639	$-628,065
2019	$4,627,330	$5,575,112	$9,782,557	$-947,782
2018	$2,942,556	$4,790,958	$9,748,635	$-1,848,402

CAPITAL RESEARCH CENTER