CAPITAL COMMUNITY FOUNDATION INC (EIN 561942969) - 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

1995

Legal Domicile

Principal Officer

Jennifer S Munford

Phone

9197820602

Tax Period

2023-01-01 to 2023-12-31

CAPITAL COMMUNITY FOUNDATION INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 414% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 70% operating margin.

Mission

Fundraising for and facilitating contributions to benefit various 501(c)(3) public charities, throughout the United States and abroad.

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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 $2,444,282

Program Service Revenue $0

Investment Income $399,819

Other Revenue $1,136

TOTAL REVENUE $2,845,237

Expense Breakdown

Grants Paid $685,608

Salaries & Benefits $92,713

Fundraising Expenses $0

Program Expenses $685,608

Other Expenses $64,188

TOTAL EXPENSES $842,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,845,237	$554,041	+4.1%
Expenses	$842,509	$1,236,093	-0.3%
Net Income	$2,002,728	$-682,052	-3.9%

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

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

$42,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bailey M Williams	CFO	40	Officer	$42,000	$0	$42,000
Paul Y Coble	Director	0	Director	$0	$0	$0
Richard A Thompson	Director	0	Director	$0	$0	$0
Thomas H Fetzer Jr	Director	0	Director	$0	$0	$0
Gloria Clark Sprunt	Director	0	Director	$0	$0	$0
R Donavon Munford Jr	Treasurer	20	Officer Director	$0	$0	$0
Adrian N Wilson	Director	0	Director	$0	$0	$0
Jennifer S Munford	President & CEO	40	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	$2,845,237	$842,509	$19,472,267	$2,002,728
2022	$554,041	$1,236,093	$19,849,960	$-682,052
2021	$2,606,942	$2,725,456	$22,696,851	$-118,514
2020	$2,241,960	$7,287,202	$22,693,491	$-5,045,242
2019	$7,654,327	$2,111,121	$27,721,372	$5,543,206
2018	$3,944,813	$1,562,867	$22,451,526	$2,381,946

CAPITAL COMMUNITY FOUNDATION INC