CAPITAL IMPACT PARTNERS (EIN 521290127) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

NATALIE GUNN

Phone

7036472300

Tax Period

2024-01-01 to 2024-12-31

CAPITAL IMPACT PARTNERS, founded in 1982, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $44.5M in total revenue in fiscal year 2018. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.5M, a strong 28% operating margin.

Mission

THROUGH CAPITAL AND COMMITMENT, CAPITAL IMPACT PARTNERS HELPS BUILD (PLEASE GO TO SCHEDULE O) INCLUSIVE AND EQUITABLE COMMUNITIES BY PROVIDING PEOPLE ACCESS TO THE CAPITAL AND OPPORTUNITIES THEY DESERVE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $62,822,570

Program Service Revenue $46,904,659

Investment Income $5,134,436

Other Revenue $691,558

TOTAL REVENUE $115,553,223

Expense Breakdown

Grants Paid $7,158,649

Salaries & Benefits $31,515,157

Fundraising Expenses $2,963,966

Program Expenses $65,235,862

Other Expenses $46,872,656

TOTAL EXPENSES $85,546,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,553,223	$69,443,542	+0.7%
Expenses	$85,546,462	$73,642,594	+0.2%
Net Income	$30,006,761	$-4,199,052	-8.1%

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

189

Volunteers

N/A

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

$3,588,605

Total Directors

$1,131,228

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIS CARR	PRESIDENT & CEO	20.00	Officer Director	$1,029,249	$35,104	$1,064,353
ALAINA BEVERLY	DIRECTOR	1.00	Director	$5,000	$0	$5,000
OSWALDO ACOSTA	DIRECTOR	1.00	Director	$5,000	$0	$5,000
RICK BENITO	DIRECTOR	1.00	Director	$3,750	$0	$3,750
ERIK CALDWELL	DIRECTOR	1.00	Director	$3,750	$0	$3,750
SHERYL CAMERON	DIRECTOR	1.00	Director	$0	$0	$0
KURT CHILCOTT	DIRECTOR/CONSULTANT	1.00	Director	$5,000	$0	$5,000
GRACE CHIONUMA	DIRECTOR	1.00	Director	$0	$0	$0
GARY CUNNINGHAM	DIRECTOR	1.00	Director	$5,625	$0	$5,625
JENNIFER SMITH DOLIN	DIRECTOR	1.00	Director	$5,000	$0	$5,000
CASEY FANNON	DIRECTOR	1.00	Director	$5,000	$0	$5,000
PEDRO GOITIA	DIRECTOR	1.00	Director	$5,000	$0	$5,000
GAIL MARKULIN	DIRECTOR	1.00	Director	$3,750	$0	$3,750
TYLER ORION	DIRECTOR	1.00	Director	$5,000	$0	$5,000
FRANK ROBINSON	DIRECTOR	1.00	Director	$5,000	$0	$5,000
TOM TOPUZES	DIRECTOR	1.00	Director	$5,000	$0	$5,000
DAN VARNER	DIRECTOR	1.00	Director	$5,000	$0	$5,000
NATALIE GUNN	CHIEF FINANCIAL OFFICER	20.00	Officer	$451,758	$67,112	$518,870
KARLA GILL	CHIEF TECHNOLOGY OFFICER	20.00	Officer	$406,811	$39,033	$445,844
BRIAN MCEVOY	GENERAL COUNSEL	20.00	Officer	$379,015	$58,530	$437,545
MATTHEW WEHLAND	CHIEF OPERATING OFFICER	20.00	Officer	$352,981	$38,662	$391,643
JARET DINARD INGS	SENIOR DIRECTOR OF FINANCE	20.00	Officer	$321,499	$56,010	$377,509
KIM DORSETT	CHIEF HUMAN RESOURCE'S OFF	20.00	Officer	$310,043	$42,798	$352,841
MALINDA CHRISTENSEN	SVP, COMMUNITY DEVELOPMENT	40.00	Highest	$314,352	$40,706	$355,058
LAUREN COUNTS	SR DIR, HEAD OF NATIONAL P	40.00	Highest	$286,441	$27,019	$313,460
LISA GRAMMER	CONTROLLER	40.00	Highest	$286,563	$56,219	$342,782
YRENLISA LOPEZ	MANAGING DIRECTOR, INVESTMENTS	40.00	Highest	$281,616	$47,249	$328,865
MASOUDA OMAR	HEAD OF SMALL BUS & COMM D	40.00	Highest	$276,549	$49,985	$326,534

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	$115,553,223	$85,546,462	$806,983,425	$30,006,761
2023	$69,443,542	$73,642,594	$691,780,333	$-4,199,052
2022	$62,753,327	$58,408,239	$583,801,509	$4,345,088
2021	$55,782,044	$40,630,316	$600,473,548	$15,151,728
2020	$55,060,420	$38,351,055	$609,347,116	$16,709,365
2019	$33,670,577	$35,434,432	$595,737,995	$-1,763,855
2018	$44,454,555	$31,964,879	$532,644,184	$12,489,676

CAPITAL IMPACT PARTNERS