CAPITAL OPPORTUNITIES INC

EIN: 810497313 501(c)(3) Health Care

BELGRADE, MT

Total Revenue
$9,336,090
Total Expenses
$9,448,972
Total Assets
$4,648,172
Net Assets
$3,721,753
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
MT
Phone
4065821680
Tax Period
2024-01-01 to 2024-12-31

CAPITAL OPPORTUNITIES INC, founded in 1994, is a community nonprofit in the Health Care sector that reported $9.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED ECONOMIC OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE.TO THIS END, CAPITAL OPPORTUNITIES HAS A SPECIAL INTEREST AND FOCUS WITH MONTANA'S RURAL COMMUNITIES. MONTANA'S RURAL COMMUNITIES GENERALLY HAVE LIMITED SERVICES AND ACTIVITIES OF THIS KIND, AND ARE ALSO GENERALLY MOST IN NEED OF THESE SERVICES AND ACTIVITIES.

Program Service Accomplishments

Program 1
Expenses: $8,648,643 Revenue: $9,247,387

CAPITAL OPPORTUNITIES, INC., IS A MONTANA NON-PROFIT CORPORATION ESTABLISHED TO PROVIDE 'COMMUNITY DEVELOPMENT' SERVICES AND ACTIVITIES THROUGHOUT THE STATE OF MONTANA. THESE SERVICES AND ACTIVITIES...

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CAPITAL OPPORTUNITIES, INC., IS A MONTANA NON-PROFIT CORPORATION ESTABLISHED TO PROVIDE 'COMMUNITY DEVELOPMENT' SERVICES AND ACTIVITIES THROUGHOUT THE STATE OF MONTANA. THESE SERVICES AND ACTIVITIES SERVE TO FURTHER THE CORPORATION'S CHARITABLE PURPOSE OF ECONOMIC OPPORTUNITY AND PROMOTING THE GENERAL WELFARE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. CURRENTLY CAPITAL OPPORTUNITIES MAINTAINS TEN (10) OFFICES, MOSTLY IN RURAL MONTANA COMMUNITIES.THE MAJOR SERVICE PROVIDED BY THE CORPORATION IS HOME HEALTH CARE. PERSONAL CARE AND PRIVATE DUTY NURSING SERVICES ARE PROVIDED TO ELDERLY, DISABLED AND RECUPERATING INDIVIDUALS.THE PROVISION OF THESE SERVICES ALLOWS CLIENTS TO REMAIN IN THEIR OWN HOMES AS LONG AS IT IS SAFE AND APPROPRIATE FOR THEM TO DO SO.PERSONAL CARE SERVICES ARE SUPERVISED BY A PROFESSIONAL NURSING STAFF, AND DIRECT CARE IS PROVIDED BY ATTENDANTS WHO DELIVER THE BULK OF THESE SERVICES AS ENTRY LEVEL HEALTH CARE EMPLOYEES. CAPITAL OPPORTUNITIES PROVIDES ACTIVITIES AND SERVICES TO THIS ENTRY LEVEL WORK FORCE, PURSUANT TO ITS CHARITABLE PURPOSE, WHICH INCLUDE ADVANCED TRAINING AND CERTIFICATION, EDUCATIONAL ASSISTANCE, AND MENTORING. THROUGH A PARTNERSHIP WITH THE SERVICE EMPLOYEES UNION CAPITAL OPPORTUNITIES EMPOWERS THIS ENTRY LEVEL WORK FORCE TO INCREASE THE PROFESSIONALISM AND ECONOMIC OPPORTUNITIES OF ITS EMPLOYEES.CAPITAL OPPORTUNITIES ALSO PURSUES ITS CHARITABLE PURPOSE THROUGH OTHER 'COMMUNITY DEVELOPMENT' ACTIVITIES. CURRENTLY THE CORPORATION IS PURSUING POTENTIAL HOUSING PROJECTS FOR ELDERLY AND DISABLED, AS WELL AS WORKFORCE HOUSING FOR LOWER INCOME INDIVIDUALS AND FAMILIES. ADDITIONALLY, CAPITAL OPPORTUNITIES IS WORKING ON THE DEVELOPMENT OF AN ASSISTED LIVING FACILITY IN THE BOZEMAN AREA WHICH WILL ALSO PROVIDE CLASSROOM TRAINING AND AN ON THE JOB TRAINING CAMPUS FOR DIRECT CAREGIVERS.CAPITAL OPPORTUNITIES ALSO PROVIDES GRANTS IN THE FORM OF EDUCATIONAL ASSISTANCE TO STUDENTS WHO EXPRESS AN INTEREST IN HOME HEALTH CARE AND RELATED FIELDS, AND WHO ALSO INTEND TO LIVE AND WORK IN MONTANA. THE EDUCATIONAL ASSISTANCE PROGRAM TARGETS THESE INDIVIDUALS FROM RURAL MONTANA COMMUNITIES, WITH THE GOAL THAT SOME OF THESE STUDENTS WILL EVENTUALLY LIVE AND WORK IN RURAL COMMUNITIES WHICH ARE CURRENTLY MOST AFFECTED BY THE LACK OF AVAILABLE HEALTH CARE PROFESSIONALS.THE SERVICES AND ACTIVITIES PROVIDED BY CAPITAL OPPORTUNITIES ARE ADMINISTERED THROUGH A VARIETY OF SUBSIDIARY COMPANIES WHICH INCLUDE HOME CARE SERVICES, LLC; ADVANCED HOMECARE INSTITUTE OF MONTANA, LLC; AND HEADWATERS COMMUNITY DEVELOPMENT, LLC. THE SERVICES AND ACTIVITIES OF THESE SUBSIDIARY COMPANIES ARE SUPERVISED BY INDIVIDUAL OFFICERS AND DIRECTORS OF THE CORPORATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $9,247,387
Investment Income $88,703
Other Revenue $0
TOTAL REVENUE $9,336,090

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,470,039
Fundraising Expenses $0
Program Expenses $8,648,643
Other Expenses $978,933
TOTAL EXPENSES $9,448,972

Year-over-Year Comparison

2024 2023 Change
Revenue $9,336,090 $8,011,071 +0.2%
Expenses $9,448,972 $7,899,055 +0.2%
Net Income $-112,882 $112,016 -2.0%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
3
Employees
441
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
2
$295,499
Total Directors
5
$365,999
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWNA BRINKEL CEO 40.00
Officer Director
$189,778 $22,285 $212,063
LARRY DOMINICK President/Secre 40.00
Officer Director
$56,950 $26,486 $83,436
JIM MORTON Chairman 6.00
Director
$23,500 $0 $23,500
JEFFREY RUPP Vice Chair 6.00
Director
$23,500 $0 $23,500
ROSEMARIE JONES Board Member 6.00
Director
$23,500 $0 $23,500
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 $9,336,090 $9,448,972 $4,648,172 $-112,882
2023 $8,011,071 $7,899,055 $4,800,485 $112,016
2022 $6,955,187 $7,128,238 $4,922,140 $-173,051
2021 $7,239,279 $7,089,995 $4,911,493 $149,284
2020 $7,069,569 $6,987,203 $4,282,991 $82,366
2019 $6,701,343 $6,937,977 $4,061,014 $-236,634
2018 $6,104,110 $6,363,561 $4,188,631 $-259,451
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