LOUISIANA CAPITAL CDC INC (EIN 721007981) - 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

KAREN ANGELLE

Phone

3372342977

Tax Period

2024-10-01 to 2025-09-30

LOUISIANA CAPITAL CDC INC, founded in 1983, is a small nonprofit that reported $623K in total revenue in fiscal year 2024. Expenses of $588K left a modest 6% surplus.

Mission

SMALL BUSINESS ADMINISTRATION (SBA) 504 LENDING.

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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 $0

Program Service Revenue $497,812

Investment Income $125,557

Other Revenue $0

TOTAL REVENUE $623,369

Expense Breakdown

Grants Paid $0

Salaries & Benefits $336,185

Fundraising Expenses $0

Program Expenses $345,896

Other Expenses $252,054

TOTAL EXPENSES $588,239

Year-over-Year Comparison

	2024	2023	Change
Revenue	$623,369	$604,306	+0.0%
Expenses	$588,239	$561,422	+0.0%
Net Income	$35,130	$42,884	-0.2%

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

$167,561

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J DAVID STROTHER	CHAIRMAN	0.00	Officer Director	$0	$0	$0
SCOTT HOLLIER	VICE CHAIRMAN	0.00	Officer Director	$0	$0	$0
GERALD J DARTEZ	SECRETARY	0.00	Officer Director	$0	$0	$0
MICHAEL MICHOT	DIRECTOR	0.00	Director	$0	$0	$0
JOSEPH DAN LAVERGNE	DIRECTOR	0.00	Director	$0	$0	$0
LOUIS PERRET	DIRECTOR	0.00	Director	$0	$0	$0
JAMES PLUMLEY JR	DIRECTOR	0.00	Director	$0	$0	$0
WILLIAM TAYLOR	DIRECTOR	0.00	Director	$0	$0	$0
KAREN ANGELLE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$23,966	$167,561

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	$623,369	$588,239	$1,008,751	$35,130
2024	$604,306	$561,422	$1,012,294	$42,884
2023	$588,136	$535,668	$1,001,918	$52,468
2022	$535,000	$570,941	$812,930	$-35,941
2021	$646,289	$613,038	$855,018	$33,251
2020	$627,290	$584,869	$808,920	$42,421
2019	$627,880	$626,845	$766,499	$1,035
2018	$618,448	$616,076	$768,790	$2,372

LOUISIANA CAPITAL CDC INC