COUNCIL FOR ADVOCACY AND POLICY SOLUTIONS (EIN 833257673) - 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

2019

Legal Domicile

Principal Officer

DAVID BLAIR

Phone

3016051673

Tax Period

2021-01-01 to 2021-12-31

COUNCIL FOR ADVOCACY AND POLICY SOLUTIONS, founded in 2019, is a small nonprofit that reported $201K in total revenue in fiscal year 2021. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $171K left a modest 15% surplus.

Mission

CAPS, A NONPROFIT PUBLIC POLICY INSTITUTE, WORKS TO EDUCATE THE MONTGOMERY COUNTY COMMUNITY ON LEGISLATION WITH LOCAL IMPACTS. CAPS OFFERS THE COMMUNITY A CENTRALIZED HUB TO FIND RESOURCES INCLUDING POLICY REVIEW, POLICY RECOMMENDATIONS, AND COMMUNITY OPINIONS ON LOCAL LEGISLATION IN THE AREAS OF EDUCATION, INFRASTRUCTURE, ECONOMIC DEVELOPMENT, AND HEALTH. THE ACTIVITIES ARE CONDUCTED BY BOARD MEMBERS, A SMALL GROUP OF EMPLOYEES AND CONTRACTED RESEARCHERS AND WRITERS. THE ACTIVITY CREATES A HUB OF RESOURCES FOR THE MONTGOMERY COUNTY COMMUNITY WITH NON-PROFITS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $189,208

Program Service Revenue $0

Investment Income $0

Other Revenue $11,848

TOTAL REVENUE $201,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,019

Fundraising Expenses $0

Program Expenses $148,340

Other Expenses $123,444

TOTAL EXPENSES $171,463

Year-over-Year Comparison

	2021	2020	Change
Revenue	$201,056	$400,000	-0.5%
Expenses	$171,463	$521,133	-0.7%
Net Income	$29,593	$-121,133	-1.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BLAIR	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
MIKEL BLAIR	BOARD MEMBER	5.00	Director	$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
2021	$201,056	$171,463	$23,852	$29,593

COUNCIL FOR ADVOCACY AND POLICY SOLUTIONS