THE CAPS FOUNDATION

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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

2017

Legal Domicile

Principal Officer

JOHN K WAKELIN III

Phone

6142466900

Tax Period

2024-01-01 to 2024-12-31

THE CAPS FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $174K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $152K, a strong 88% operating margin.

Mission

THE CAPS FOUNDATION WAS FOUNDED TO RAISE FUNDS AND AWARENESS FOR BREAST CANCER RESEARCH AND TO OFFER ASSISTANCE, COMFORT, AND RELIEF TO THOSE WHO ARE AFFECTED BY BREAST CANCER.

Program Service Accomplishments

Program 1

Expenses: $7,481 Revenue: $297,159

CAPS FOR THE CURE - ALL NET PROCEEDS FROM CAPS FOR THE CURE ARE DONATED TO THE CAPS FOUNDATION AND HAVE CONTRIBUTED TO THE INNOVATION OF THE COLD CAPS THERAPY PROGRAM THROUGH OHIOHEALTH HOSPITALS.WE BELIEVE THAT CONFIDENCE AND CLARITY LEAD TO BETTER OUTCOMES FORTHOSE AFFECTED BY BREAST CANCER. THE CAPS FOUNDATION EXISTS TO CREATEAN EXPERIENCE FILLED WITH HUMANITY, DIGNITY AND HOPE THROUGHOUT YOURENTIRE BREAST CANCER JOURNEY.PATIENT-OBSESSEDFROM THE TRANSPARENCY IN FUNDING GOING STRAIGHT TO THE PATIENTEXPERIENCE, TO THE RESOURCES WE PROVIDE IN EACH INDIVIDUAL CARE JOURNEY, EVERYTHING WE DO STARTS AND ENDS WITH THE PATIENT.

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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 $0

Investment Income $1,914

Other Revenue $171,834

TOTAL REVENUE $173,748

Expense Breakdown

Grants Paid $7,481

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,481

Other Expenses $14,080

TOTAL EXPENSES $21,561

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,748	$227,437	-0.2%
Expenses	$21,561	$40,425	-0.5%
Net Income	$152,187	$187,012	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TYLER ANGELOS	MD DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY TREECE	MD DIRECTOR	1.00	Director	$0	$0	$0
JASON HEHR	MD DIRECTOR	1.00	Director	$0	$0	$0
TYLER SBROCCHI	MD DIRECTOR	1.00	Director	$0	$0	$0
KENDRA COOK	DIRECTOR	1.00	Director	$0	$0	$0
KATHY BORKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN K WAKELIN III	MD PRESIDENT, DIRECTOR	1.00	Officer	$0	$0	$0
ROBERT HECK	MD SECRETARY, DIRECTOR	1.00	Officer	$0	$0	$0
SUSAN VASKO	MD SECRETARY, DIRACTOR	1.00	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
2025	No data	No data	No data	No data
2024	$173,748	$21,561	$420,614	$152,187
2023	$227,437	$40,425	$268,427	$187,012