Capstone Community Action INC FY2021 filing

Tax-deductible

Barre, VT501(c)(3)Since 1965Human ServicesEIN 03-0216254Revenue $18.8M in FY2021

On file with the IRScapstonevt.org20 Gable Pl, 05641-4138 · Barre, VTTax-exempt since Jun 1965Publicly supported charity — 170(b)(1)(A)(vi)

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We are dedicated to creating resilient households and communities and to advancing justice in social, economic and environmental policy. We empower individuals with the tools and resources to move beyond poverty. Through advocacy and Community collaboration, we champion positive social change. We guide people to have a voice in their own transformation and promote a vision of what is possible.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
$527K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $775K a year · 3% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$527K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $256K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.7M
39% of total assets
Looks good: liabilities are 39% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.8M
+15% vs prior year
Spent
$17.7M
To programs
88%
Net assets
$7.3M
By yearFY2020–FY2025
Revenue
$18.8M
FY2021▲ +15%
Tap a bar for its year
Revenue by fiscal year
FY2020$16.4M
FY2021$18.8M
FY2022$20.5M
FY2023$26.5M
FY2024$28.7M
FY2025$24.7M
Expenses
$17.7M
FY2021▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$15.8M
FY2021$17.7M
FY2022$20.1M
FY2023$25.4M
FY2024$28.2M
FY2025$23.9M
Net assets
$7.3M
FY2021▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.2M
FY2021$7.3M
FY2022$7.8M
FY2023$9.1M
FY2024$9.6M
FY2025$10.4M

From the FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1965.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $15.6M Management & general 12% · $2.1M Fundraising 0% · $64K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $527K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$117,186Pt VII · Sec A
Weatherization Business Manager
$107,948Pt VII · Sec A
Weatherization and Climate Impact Director
$103,946Pt VII · Sec A
Deputy Director of Operations
$100,390Pt VII · Sec A
Chief Financial Officer
$97,174Pt VII · Sec A
$0Pt VII · Sec A
Private Sector Representat
$0Pt VII · Sec A
Participant Sector Represe
$0Pt VII · Sec A

Susan Minter’s $147K as Executive Director (former) is at the 18th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan Minter$146,825$130,197$117,913$117,303$117,186$117,195
Colleen Lafont$129,994$112,549$102,792$97,189$97,174—
Sarah McMullen$129,935$114,691$107,069$100,031$100,390—
Randy Drury—$127,801————
Paul Zabriskie$116,550$125,109$113,227$105,084$103,946—
Philip Cecchini$119,633$123,753$115,578—$107,948—
Christy Swenson$116,298$108,658$104,874———
Denise Bailey$109,405—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers people with resources and advocacy to build resilient communities and achieve social, economic, and environmental justice.

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Provided by the organization

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3 programs · $12.5M · in their own filed words · FY2020
01

Early childhood and family development (head start)capstone head start and early head start programs prepare over 300 young children for future success in school and in life through the oepration of licensed child care centers, through partnerships with local schools and provision of services to families in their homes.

$5.4Mprogram expense
02

Weatherizationcapstone's weatherization team is dedicated to improve energy effciency and cost savings for low income vermonters. We conduct home energy audits, added insulation, draft reduction, heating system efficiency improvements, installation of energy efficient lighting, hot water heater replacement or insulation, and more.

$5.2Mprogram expense
03

Family and community support services (FCSS) provides crisis assistance to people in need of housing, utilities and home heating fuel. FCSS provides 24/7 coverage during the winter season to ensure a lack of fuel does not create unsafe home conditions for low income vermonters.

$1.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Apm Cares INCFY2025$56K
Total grants receivedfrom 2 funders$256K
Grants paid · 35 grants · $36.9M · 2019–2024
Unitemized GrantFY2024$3,679,710
Unitemized GrantFY2024$1,481,881
Unitemized GrantFY2024$800,146
Unitemized GrantFY2024$284,215
Unitemized GrantFY2024$25,000
Unitemized GrantFY2024$12,875
Unitemized GrantFY2023$4,271,063
Unitemized GrantFY2023$2,458,258
Unitemized GrantFY2023$1,356,784
Unitemized GrantFY2023$676,696
Unitemized GrantFY2023$258,965
Unitemized GrantFY2023$233,941
Unitemized GrantFY2022$4,214,890
Unitemized GrantFY2022$1,650,055
Unitemized GrantFY2022$964,049
Unitemized GrantFY2022$711,491
Unitemized GrantFY2022$686,800
Unitemized GrantFY2022$158,824
See all 35 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$18.8M
Ln 12
Gifts and grantsLn 1h$17.3M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$6K
Money outPt IX
$17.7M
Ln 25
Programscol B$15.6M
Managementcol C$2.1M
Fundraisingcol D$64K
Owns and owesPt X
$7.3M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$12.0M
LiabilitiesLn 26$4.7M
PeoplePt VI, VII
22
listed · VII A
PaidVII A5
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17.3M
Government grantsLn 1e$14.1M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$6K
Total revenueLn 12$18.8M
Assets in detailPt X, end of year
SavingsLn 2$3.4M
Cash and savings togetherLn 1–2$3.4M
InvestmentsLn 11–13$1K
Land, buildings, equipmentLn 10c$5.3M
Other assetsLn 15$1.1M
Total assetsLn 16$12.0M
LiabilitiesLn 26$4.7M
Net assetsLn 32$7.3M
OperationsPt I, VI
EmployeesI 5207
VolunteersI 6315
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$4.0M$3.4M
InvestmentsLn 11–13$38K$1K
Land, buildings, equipmentLn 10c$5.3M$5.3M
Total assetsLn 16$12.8M$12.0M
LiabilitiesLn 26$6.5M$4.7M
Net assetsLn 32$6.2M$7.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4.4M$4.4M
Pay of current officers, directors and key staffLn 5$238K$238K
Other salaries and wagesLn 7$7.3M$6.3M$963K$34K
Pension plan contributionsLn 8$215K$180K$34K$965
Other employee benefitsLn 9$1.6M$1.4M$257K$8K
Payroll taxesLn 10$561K$470K$89K$3K
Legal feesLn 11b$13K$13K
Accounting feesLn 11c$39K$39K
Other fees for servicesLn 11g$118K$12K$106K
OccupancyLn 16$1.0M$939K$67K
TravelLn 17$116K$113K$3K
Conferences, conventions and meetingsLn 19$7K$5K$2K
InterestLn 20$86K$86K
Depreciation, depletion and amortizationLn 22$196K$196K
InsuranceLn 23$97K$54K$43K
Other expenses (24a–d)Ln 24$1.6M$1.4M$221K$14K
All other expensesLn 24e$97K$64K$27K$6K
Total functional expensesLn 25$17.7M$15.6M$2.1M$64K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $24.7M$23.9M$833K$10.4M 990 PDF
FY2024 $28.7M$28.2M$492K$9.6M 990 PDF
FY2023 $26.5M$25.4M$1.2M$9.1M 990 PDF
FY2022 $20.5M$20.1M$472K$7.8M 990 PDF
FY2021 Viewing $18.8M$17.7M$1.1M$7.3M 990 PDF
FY2020 $16.4M$15.8M$600K$6.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $18,820,661 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $14,689,205$17,284,415
I-9 Program service revenuePrior year $1,670,159$1,530,438
I-10 Investment incomePrior year $11,318$5,808
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $16,370,682$18,820,661
I-13 Grants and similar amounts paidPrior year $3,266,560$4,410,532
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $9,240,725$9,956,225
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,263,060$3,369,225
I-18 Total expensesPrior year $15,770,345$17,735,982
I-19 Revenue less expensesPrior year $600,337$1,084,679
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,820,661 across 6 lines filed
Lines not itemized here account for $249,757 of total revenue; see the IRS return.
VIII-1e Government grants$14,095,548
VIII-1f All other contributions, gifts and grants$3,188,867
VIII-1h Total contributions, gifts and grants$17,284,415
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,280,681$1,280,681
VIII-3 Investment incomeExcluded from tax $5,808$5,808
VIII-12 Total revenueRelated to mission $1,530,438 · Unrelated business $0 · Excluded from tax $5,808$18,820,661
Part IX · Statement of functional expenses $17,735,982 across 17 lines filed
IX-2 Grants to domestic individualsPrograms $4,410,532$4,410,532
IX-5 Pay of current officers, directors and key staffManagement $237,733$237,733
IX-7 Other salaries and wagesPrograms $6,324,557 · Management $962,506 · Fundraising $33,877$7,320,940
IX-8 Pension plan contributionsPrograms $180,156 · Management $34,189 · Fundraising $965$215,310
IX-9 Other employee benefitsPrograms $1,355,905 · Management $257,154 · Fundraising $7,778$1,620,837
IX-10 Payroll taxesPrograms $469,744 · Management $89,145 · Fundraising $2,516$561,405
IX-11b Legal feesManagement $13,399$13,399
IX-11c Accounting feesManagement $38,800$38,800
IX-11g Other fees for servicesPrograms $11,734 · Management $105,921$117,655
IX-16 OccupancyPrograms $938,831 · Management $67,156$1,005,987
IX-17 TravelPrograms $113,242 · Management $2,712$115,954
IX-19 Conferences, conventions and meetingsPrograms $4,850 · Management $2,267$7,117
IX-20 InterestPrograms $85,912$85,912
IX-22 Depreciation, depletion and amortizationPrograms $196,082$196,082
IX-23 InsurancePrograms $54,226 · Management $43,054$97,280
IX-24 Other expenses (24a–d)Programs $1,359,802 · Management $221,159 · Fundraising $13,510$1,594,471
IX-24e All other expensesPrograms $64,231 · Management $26,771 · Fundraising $5,566$96,568
IX-25 Total functional expensesPrograms $15,569,804 · Management $2,101,966 · Fundraising $64,212$17,735,982
Part X · Balance sheet $12,039,572 assets, 17 lines filed
X-2 Savings and temporary cash investmentsStart of year $4,042,025$3,388,490
X-3 Pledges and grants receivableStart of year $1,309,341$1,478,025
X-4 Accounts receivableStart of year $400,996$331,283
X-8 Inventories for sale or useStart of year $201,002$234,840
X-9 Prepaid expenses and deferred chargesStart of year $217,418$236,775
X-10c Land, buildings and equipment, netStart of year $5,253,368$5,255,206
X-11 Publicly traded securitiesStart of year $38,394$1,153
X-15 Other assetsStart of year $1,297,637$1,113,800
X-16 Total assetsStart of year $12,760,181$12,039,572
X-17 Accounts payable and accrued expensesStart of year $1,604,266$1,282,554
X-19 Deferred revenueStart of year $330,369$347,409
X-25 Other liabilitiesStart of year $2,504,172$1,069,467
X-26 Total liabilitiesStart of year $6,520,271$4,714,983
X-27 Net assets without donor restrictionsStart of year $4,328,302$4,838,545
X-28 Net assets with donor restrictionsStart of year $1,911,608$2,486,044
X-32 Total net assets or fund balancesStart of year $6,239,910$7,324,589
X-33 Total liabilities and net assetsStart of year $12,760,181$12,039,572
Part XI · Reconciliation of net assets $7,324,589 net assets at year end
XI-1 Total revenue$18,820,661
XI-2 Total expenses$17,735,982
XI-3 Revenue less expenses$1,084,679
XI-4 Net assets at start of year$6,239,910
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,324,589

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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