CAPITAL AREA CHAPTER (EIN 640681315) - 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

1971

Legal Domicile

Principal Officer

JENNIFER STEWART

Phone

6012087995

Tax Period

2022-01-01 to 2022-12-31

CAPITAL AREA CHAPTER, founded in 1971, is a micro nonprofit that reported $29K in total revenue in fiscal year 2022. Revenue surged 99% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5K, a strong 16% operating margin.

Mission

PROMOTE THE USE OF SOUND & TECHNICAL HUMAN RESOURCE MANAGEMENT PRACTICE IN THE PROFESSION, TO ADHERE TO & MONITOR STANDARDS FOR THE PROFESSION AND TO PROVIDE HIGH QUALITY AND RESPONSIVE PROGRAMS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $25,144

Program Service Revenue $4,039

Investment Income $2

Other Revenue $0

TOTAL REVENUE $29,185

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,585

Other Expenses $24,585

TOTAL EXPENSES $24,585

Year-over-Year Comparison

	2022	2021	Change
Revenue	$29,185	$14,643	+1.0%
Expenses	$24,585	$20,264	+0.2%
Net Income	$4,600	$-5,621	-1.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORETTA PHILLIPS	PRESIDENT	1	Officer	$0	$0	$0
JENNIFER STEWART	PRESIDENT ELECT	1	Officer	$0	$0	$0
CASSIE MENDROP	VICE PRESIDENT	1	Officer	$0	$0	$0
DR ANGEL LONGINO	SECRETARY	1	Officer	$0	$0	$0
TRACY DAVIS	TREASURER	1	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
2022	$29,185	$24,585	$47,331	$4,600
2021	$14,643	$20,264	$42,731	$-5,621
2020	$32,019	$14,380	$48,352	$17,639
2019	$43,815	$41,627	$30,713	$2,188
2018	$36,136	$42,298	$28,525	$-6,162

CAPITAL AREA CHAPTER