Capstone Global Initiative INC

Tax-deductible

Broken Arrow, OK501(c)(3)ReligionEIN 47-1669603Revenue $3.3M in FY2024

On file with the IRSfivecapitals.netPo Box 140032, 74014-0001 · Broken Arrow, OKTax-exempt since Jul 2015Publicly supported charity — 170(b)(1)(A)(vi)

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To create healthier, more productive workplaces, lead others to Christ and serve as greater light and life to those around them.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 50 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $414K a year · 39% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$556K
to officers and key staff · 30% of spending
Top officer’s pay higher than 84% of similar orgs
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $1.3M
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$550K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.3M
+109% vs prior year
Spent
$1.9M
To programs
76%
Net assets
$2.2M
By yearFY2020–FY2024
Revenue
$3.3M
FY2024▲ +109%
Tap a bar for its year
Revenue by fiscal year
FY2020$133K
FY2021$150K
FY2022$174K
FY2023$1.6M
FY2024$3.3M
Expenses
$1.9M
FY2024▲ +122%
Tap a bar for its year
Expenses by fiscal year
FY2020$138K
FY2021$161K
FY2022$187K
FY2023$844K
FY2024$1.9M
Net assets
$2.2M
FY2024▲ +175%
Tap a bar for its year
Net assets by fiscal year
FY2020$95K
FY2021$84K
FY2022$71K
FY2023$792K
FY2024$2.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2015.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $1.4M Management & general 15% · $276K Fundraising 10% · $184K

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

7 people listed on the 990; $556K paid to officers and key staff.

Part VII, Section A · reportable compensation
$172,800Pt VII · Sec A
Former Chief Relationship Officer
$146,563Pt VII · Sec A
Director of Marketing
$130,000Pt VII · Sec A
Former Executive Director of Events
$106,525Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

William High’s $173K as CEO is at the 84th percentile of top reported officer pay among 1636 $1–10M religion 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 · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
William High$172,800————
Brandon Schaefer$146,563$71,900$35,350$10,188$14,149
Jessica Winter$130,000————
Joanne Rapps$106,525————
Thomas Blaylock———$12,108—

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.

See Capstone Global Initiative INC executive salaries →

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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
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Inspires healthier workplaces and shares faith to bring light and life to communities.

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3 programs · $1.4M · in their own filed words · FY2024
01

Family Legacy Speaking

Over the course of the year we had the opportunity to inspire, encourage, and equip audiences with the life-transforming message that "family was meant to be multi-generational" challenging them to: write their vision, mission and values, engage the next generation, hold family meetings, impact their community and live for a bigger…

$496Kprogram expense
02

Inspiration Events

We were blessed with the ability to facilitate seven inspirational events in 2024. These events allowed for hundreds of pastors and business leaders to be inspired by stories of trusting god, building their business on biblical principles, and choosing generosity for kingdom impact.

$496Kprogram expense
03

7 generation family legacy study & small group curriculum - this study brings a hands-on approach for families to gain the tools and begin shaping their plan to a lasting family. Through biblical teaching and application, families will craft guilding values, vision and mission statements, and learn how to implement a plan that walks in…

$425Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 4 funders$1.3M
See all 4 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$3.3M
Ln 12
Gifts and grantsLn 1h$2.9M
Other incomeLn 4–11$202K
Fees for servicesLn 2g$168K
Money outPt IX
$1.9M
Ln 25
Programscol B$1.4M
Managementcol C$276K
Fundraisingcol D$184K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$2.7M
LiabilitiesLn 26$550K
PeoplePt VI, VII
7
listed · VII A
PaidVII A4
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Fees for servicesLn 2g$168K
Investment incomeLn 3$1K
Other incomeLn 4–11$202K
Total revenueLn 12$3.3M
Assets in detailPt X, end of year
CashLn 1$2.0M
SavingsLn 2$0
Cash and savings togetherLn 1–2$2.0M
Land, buildings, equipmentLn 10c$534K
Total assetsLn 16$2.7M
LiabilitiesLn 26$550K
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 53
VolunteersI 650
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$728K$2.0M
Land, buildings, equipmentLn 10c$566K$534K
Total assetsLn 16$1.4M$2.7M
LiabilitiesLn 26$569K$550K
Net assetsLn 32$792K$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Pay of current officers, directors and key staffLn 5$319K$240K$48K$32K
Other salaries and wagesLn 7$428K$321K$64K$43K
Other employee benefitsLn 9$43K$32K$6K$4K
Payroll taxesLn 10$53K$40K$8K$5K
Accounting feesLn 11c$3K$2K$480$320
Other fees for servicesLn 11g$435K$327K$65K$44K
Advertising and promotionLn 12$48K$36K$7K$5K
Office expensesLn 13$28K$21K$4K$3K
Information technologyLn 14$25K$19K$4K$2K
OccupancyLn 16$12K$9K$2K$1K
TravelLn 17$161K$121K$24K$16K
Conferences, conventions and meetingsLn 19$612$459$92$61
InterestLn 20$5K$4K$771$514
Depreciation, depletion and amortizationLn 22$37K$37K
InsuranceLn 23$4K$3K$552$368
Other expenses (24a–d)Ln 24$248K$186K$37K$25K
All other expensesLn 24e$24K$18K$4K$2K
Total functional expensesLn 25$1.9M$1.4M$276K$184K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $3.3M$1.9M$1.4M$2.2M 990 PDF
FY2023 $1.6M$844K$717K$792K 990 PDF
FY2022 $174K$187K−$13K$71K 990 PDF
FY2021 $150K$161K−$11K$84K 990 PDF
FY2020 $133K$138K−$5K$95K 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 FY2024 990 (6 parts)
Part I · Summary $3,261,271 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,459,995$2,890,080
I-9 Program service revenuePrior year $103,784$168,167
I-10 Investment incomePrior year $3,430$1,378
I-11 Other revenuePrior year −$6,232$201,646
I-12 Total revenuePrior year $1,560,977$3,261,271
I-13 Grants and similar amounts paidPrior year $0$2,500
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $357,278$843,723
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $486,753$1,031,153
I-18 Total expensesPrior year $844,031$1,877,376
I-19 Revenue less expensesPrior year $716,946$1,383,895
Part VI · Governance 3 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
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 $3,261,271 across 7 lines filed
Lines not itemized here account for $947 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$2,890,080
VIII-1h Total contributions, gifts and grants$2,890,080
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $168,167$168,167
VIII-3 Investment incomeExcluded from tax $1,378$1,378
VIII-6 Net rental income or lossRelated to mission $5,136$5,136
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $195,563$195,563
VIII-12 Total revenueRelated to mission $369,813 · Unrelated business $0 · Excluded from tax $1,378$3,261,271
Part IX · Statement of functional expenses $1,877,376 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $2,500$2,500
IX-5 Pay of current officers, directors and key staffPrograms $239,522 · Management $47,904 · Fundraising $31,936$319,362
IX-7 Other salaries and wagesPrograms $321,269 · Management $64,254 · Fundraising $42,836$428,359
IX-9 Other employee benefitsPrograms $32,342 · Management $6,468 · Fundraising $4,312$43,122
IX-10 Payroll taxesPrograms $39,660 · Management $7,932 · Fundraising $5,288$52,880
IX-11c Accounting feesPrograms $2,400 · Management $480 · Fundraising $320$3,200
IX-11g Other fees for servicesPrograms $326,593 · Management $65,319 · Fundraising $43,546$435,458
IX-12 Advertising and promotionPrograms $36,273 · Management $7,255 · Fundraising $4,836$48,364
IX-13 Office expensesPrograms $20,980 · Management $4,196 · Fundraising $2,797$27,973
IX-14 Information technologyPrograms $18,662 · Management $3,732 · Fundraising $2,488$24,882
IX-16 OccupancyPrograms $8,682 · Management $1,736 · Fundraising $1,158$11,576
IX-17 TravelPrograms $120,610 · Management $24,122 · Fundraising $16,081$160,813
IX-19 Conferences, conventions and meetingsPrograms $459 · Management $92 · Fundraising $61$612
IX-20 InterestPrograms $3,857 · Management $771 · Fundraising $514$5,142
IX-22 Depreciation, depletion and amortizationPrograms $37,472$37,472
IX-23 InsurancePrograms $2,762 · Management $552 · Fundraising $368$3,682
IX-24 Other expenses (24a–d)Programs $185,827 · Management $37,165 · Fundraising $24,777$247,769
IX-24e All other expensesPrograms $18,156 · Management $3,633 · Fundraising $2,421$24,210
IX-25 Total functional expensesPrograms $1,418,026 · Management $275,611 · Fundraising $183,739$1,877,376
Part X · Balance sheet $2,725,666 assets, 14 lines filed
Asset lines not itemized here account for $1,047; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $543,793$1,958,408
X-2 Savings and temporary cash investmentsStart of year $184,363$0
X-4 Accounts receivableStart of year $6,531$87,834
X-8 Inventories for sale or useStart of year $330$330
X-10c Land, buildings and equipment, netStart of year $565,714$534,300
X-14 Intangible assetsStart of year $41,455$143,747
X-16 Total assetsStart of year $1,361,114$2,725,666
X-17 Accounts payable and accrued expensesStart of year $3,150$11,764
X-24 Unsecured notes and loans payableStart of year $189,865$184,747
X-25 Other liabilitiesStart of year $19,408$0
X-26 Total liabilitiesStart of year $569,277$550,353
X-27 Net assets without donor restrictionsStart of year $791,837$2,175,313
X-32 Total net assets or fund balancesStart of year $791,837$2,175,313
X-33 Total liabilities and net assetsStart of year $1,361,114$2,725,666
Part XI · Reconciliation of net assets $2,175,313 net assets at year end
XI-1 Total revenue$3,261,271
XI-2 Total expenses$1,877,376
XI-3 Revenue less expenses$1,383,895
XI-4 Net assets at start of year$791,837
XI-8 Prior period adjustments−$419
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,175,313

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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