NAGDCA-Arthur N Caple Foundation Inc

Nonprofit profile at a glance

EIN
880516126
IRS 990-EZ coverage
2014–2018
Forms available
Form 990-EZ 2018
Location
Lexington, KY, USA
Phone
8595149161
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C.

Official website

Reported finances

Revenue
$24,702
Expenses
$32,434
Assets
$120,346
Liabilities
$5,080

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Keith Overly (President)
  • Cindy Rehmeier (Vice President)
  • Steven Montagna (Past-President)

People named in this filing

  • Keith Overly (President)
  • Cindy Rehmeier (Vice President)
  • Steve Toole (Secretary/Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2018. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The arthur n. Caple foundation was formed to advance knowledge in the field of public sector retirement security. The foundation, established in 2006 as a supporting organization of the national association of government defined contribution administrators (nagdca), supports individual educational opportunities and research to expand knowledge related to the importance of retirement readiness. To accomplish its mission, the foundation operates under the following principles: retirement education - the foundation is to provide higher education students with funding to study financial or retirement planning and to create opportunities for the students to participate in related learning opportunities. Research and information exchange - the foundation supports research information sharing and collaborative endeavors that further retirement readiness and expand knowledge of retirement issues and solutions.

What it reported doing in 2018

Research, scholarships, and educational opportunities to advance knowledge in public sector retirement security.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Hybrid. The nonprofit split its reported program spending across 76% for direct work, and 24% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 41
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 82.9%; rating input score 83

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -31.3%; rating input score 16; 16th percentile among comparable filings
  • Total-asset coverage ratio: 3.71; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 29; 29th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 0.5% per year; rating input score 100; 52nd percentile among comparable filings
  • Revenue growth: 5.3% per year; rating input score 100; 73rd percentile among comparable filings
  • Asset growth: -0.2% per year; rating input score 0; 41st percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 82.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $27K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 3 filing years from 2014 to 2018
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 16/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 29/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.