CAPABILITIES PARTNERSHIP INC (EIN 800111221) - 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

2004

Legal Domicile

Principal Officer

ANNA T VERO

Phone

8456270627

Tax Period

2024-01-01 to 2024-12-31

CAPABILITIES PARTNERSHIP INC, founded in 2004, is a community nonprofit in the Human Services sector that reported $2.2M in total revenue in fiscal year 2024.

Mission

CAPABILITIES PARTNERSHIP INC. PROVIDES SERVICES TO PERSONS WITH EPILEPSY, TRAUMATIC BRAIN INJURY, AND OTHER DEVELOPMENTAL DISABILITIES AND TO THEIR FAMILIES. THESE SERVICES INCLUDE SERVICE COORDINATION, INDEPENDENT LIVING SKILLS TRAINING, COUNSELING, SUPPORTED EMPLOYMENT, JOB DEVELOPMENT/COACHING, EDUCATION AND TRAINING, CASE MANAGEMENT AND VOCATIONAL SERVICES.

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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 $2,198,604

Program Service Revenue $0

Investment Income $10,882

Other Revenue $0

TOTAL REVENUE $2,209,486

Expense Breakdown

Grants Paid $8,292

Salaries & Benefits $1,800,649

Fundraising Expenses $0

Program Expenses $1,907,298

Other Expenses $389,908

TOTAL EXPENSES $2,198,849

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,209,486	$2,123,932	+0.0%
Expenses	$2,198,849	$2,087,549	+0.1%
Net Income	$10,637	$36,383	-0.7%

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

$410,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH J DE LOSA	PRESIDENT	0.50	Officer Director	$0	$0	$0
W ALLEN HAUSER MD-ON LEAVE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
DENISE P MANN	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID J DICKOFF MD	DIRECTOR	0.25	Director	$0	$0	$0
JOHN ROQUE -THRU MAY 2024	DIRECTOR	0.50	Director	$0	$0	$0
CARMEN STEFANO	TREASURER	0.50	Officer Director	$0	$0	$0
ANNA T VERO	ED- ADMIN	35.00	Officer	$99,939	$40,087	$140,026
KIMBERLY A EGAN	ED-CLINICAL	35.00	Officer	$126,080	$49,293	$175,373
ERIN DURY	ASSOC DIRECTOR	35.00	Officer	$89,767	$5,523	$95,290

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	$2,209,486	$2,198,849	$1,877,852	$10,637
2023	$2,123,932	$2,087,549	$1,919,927	$36,383
2022	$2,013,089	$2,072,692	$871,223	$-59,603
2021	$1,989,194	$2,025,688	$993,348	$-36,494
2020	$2,133,345	$2,038,745	$1,081,331	$94,600
2019	$2,086,847	$2,079,497	$937,147	$7,350
2018	$2,135,954	$2,116,722	$646,879	$19,232

CAPABILITIES PARTNERSHIP INC