INCLUSIVE PROSPERITY CAPITAL INC (EIN 830808658) - 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

2018

Legal Domicile

Principal Officer

MARK DEBONEE

Phone

2034335060

Tax Period

2024-01-01 to 2024-12-31

INCLUSIVE PROSPERITY CAPITAL INC, founded in 2018, is a mid-sized nonprofit in the Environment sector that reported $10.8M in total revenue in fiscal year 2024. Revenue surged 80% from the prior year, signaling strong growth momentum. Expenses of $9.8M left a modest 9% surplus.

Mission

LESSEN THE BURDENS OF GOVERNMENT THROUGH CLEAN ENERGY INVESTMENT.

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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 $6,820,276

Program Service Revenue $3,952,390

Investment Income $38,911

Other Revenue $0

TOTAL REVENUE $10,811,577

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,303,029

Fundraising Expenses $270,193

Program Expenses $8,231,490

Other Expenses $5,521,490

TOTAL EXPENSES $9,824,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,811,577	$6,000,752	+0.8%
Expenses	$9,824,519	$9,564,102	+0.0%
Net Income	$987,058	$-3,563,350	-1.3%

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

$1,110,290

Total Directors

$388,548

Key Employees

$706,808

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH CRUM	CHAIRPERSON (THROUGH 6/27/24)	1.00	Director	$0	$0	$0
DOUGLASS SIMS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERTO HUNTER	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH EVANS	DIRECTOR	1.00	Director	$0	$0	$0
KERRY O'NEILL	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$315,197	$73,351	$388,548
MARK A DEBONEE	CHIEF FINANCIAL OFFICER	40.00	Officer	$190,228	$37,947	$228,175
MUSA COLLIDGE-ASAD	CHIEF INVESTMENT OFFICER	40.00	Officer	$240,777	$17,615	$258,392
MICHELE I KUNITZ	GENERAL COUNSEL/SECRETARY	40.00	Officer	$217,970	$17,205	$235,175
JAMES MCINTYRE	CHIEF STRATEGY OFFICER	40.00	Key Emp	$230,486	$42,331	$272,817
JOHN D'AGOSTINO	MANAGING DIRECTOR, CLEAN ENERGY	40.00	Key Emp	$196,255	$41,751	$238,006
CARMEN CARSON	CHIEF PEOPLE OFFICER	40.00	Key Emp	$183,461	$12,524	$195,985
MELINDA MASON	COUNSEL	40.00	Highest	$112,190	$17,942	$130,132
MADELINE GEARING	NATIONAL DIRECTOR, SMART-E	40.00	Highest	$146,542	$34,258	$180,800
DAVID RYAN	ASSOC DIR CLEAN ENERGY	40.00	Highest	$144,215	$21,872	$166,087
BRIAN LIECHTI	SR MGR MARKET ENGAGEMENT	40.00	Highest	$121,070	$26,936	$148,006
MAZAHIR BOOTWALA	MANAGER, CLEAN ENERGY	40.00	Highest	$112,550	$26,856	$139,406

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	$10,811,577	$9,824,519	$39,204,280	$987,058
2023	$6,000,752	$9,564,102	$36,915,781	$-3,563,350
2022	$2,852,814	$6,836,600	$26,020,334	$-3,983,786
2021	$1,661,010	$2,319,551	$21,605,170	$-658,541
2021	$2,986,511	$3,459,912	$10,809,004	$-473,401
2020	$2,131,445	$2,234,243	$8,515,398	$-102,798
2019	$8,672,454	$1,499,644	$7,333,848	$7,172,810

INCLUSIVE PROSPERITY CAPITAL INC