Capital Opportunities Inc
- Assets
- $4.9m
- Revenue
- $7.2m
- Investments
- $0.0
- Employees
- 422
- Location
- Belgrade, MT
- Founding
- 05/1997
- Data as of
- 12/2021
- EIN
- 81-0497313
Organization Overview
Capital Opportunities Inc is located in Belgrade, MT. The organization was established in 1997. According to its NTEE Classification (E92) the organization is classified as: Home Health Care, under the broad grouping of Health Care and related organizations. As of 12/2021, Capital Opportunities Inc employed 422 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Capital Opportunities Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Capital Opportunities Inc generated $7.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $7.1m during the year ending 12/2021. While expenses have increased by 0.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED LIVING OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CAPITAL OPPORTUNITIES, INC., IS A MONTANA NON-PROFIT CORPORATION ESTABLISHED TO PROVIDE 'COMMUNITY DEVELOPMENT' SERVICES AND ACTIVITIES THROUGHOUT THE STATE OF MONTANA. THESE SERVICES AND ACTIVITIES SERVE TO FURTHER THE CORPORATION'S CHARITABLE PURPOSE OF ECONOMIC OPPORTUNITY AND PROMOTING THE GENERAL WELFARE OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. CURRENTLY CAPITAL OPPORTUNITIES MAINTAINS TEN (10) OFFICES, MOSTLY IN RURAL MONTANA COMMUNITIES.THE MAJOR SERVICE PROVIDED BY THE CORPORATION IS HOME HEALTH CARE. PERSONAL CARE AND PRIVATE DUTY NURSING SERVICES ARE PROVIDED TO ELDERLY, DISABLED AND RECUPERATING INDIVIDUALS.THE PROVISION OF THESE SERVICES ALLOWS CLIENTS TO REMAIN IN THEIR OWN HOMES AS LONG AS IT IS SAFE AND APPROPRIATE FOR THEM TO DO SO.PERSONAL CARE SERVICES ARE SUPERVISED BY A PROFESSIONAL NURSING STAFF, AND DIRECT CARE IS PROVIDED BY ATTENDANTS WHO DELIVER THE BULK OF THESE SERVICES AS ENTRY LEVEL HEALTH CARE EMPLOYEES. CAPITAL OPPORTUNITIES PROVIDES ACTIVITIES AND SERVICES TO THIS ENTRY LEVEL WORK FORCE, PURSUANT TO ITS CHARITABLE PURPOSE, WHICH INCLUDE ADVANCED TRAINING AND CERTIFICATION, EDUCATIONAL ASSISTANCE, AND MENTORING. THROUGH A PARTNERSHIP WITH THE SERVICE EMPLOYEES' UNION, CAPITAL OPPORTUNITIES EMPOWERS THIS ENTRY LEVEL WORK FORCE TO INCREASE THE PROFESSIONALISM AND ECONOMIC OPPORTUNITIES OF ITS EMPLOYEES.CAPITAL OPPORTUNITIES ALSO PURSUES ITS CHARITABLE PURPOSE THROUGH OTHER 'COMMUNITY DEVELOPMENT' ACTIVITIES. CURRENTLY THE CORPORATION IS PURSUING POTENTIAL HOUSING PROJECTS FOR ELDERLY AND DISABLED, AS WELL AS WORKFORCE HOUSING FOR LOWER INCOME INDIVIDUALS AND FAMILIES. ADDITIONALLY, CAPITAL OPPORTUNITIES IS WORKING ON THE DEVELOPMENT OF AN ASSISTED LIVING FACILITY IN THE BOZEMAN AREA WHICH WILL ALSO PROVIDE CLASSROOM TRAINING AND AN ON THE JOB TRAINING CAMPUS FOR DIRECT CAREGIVERS.CAPITAL OPPORTUNITIES ALSO PROVIDES GRANTS IN THE FORM OF SCHOLARSHIPS TO STUDENTS WHO EXPRESS AN INTEREST IN HOME HEALTH CARE, AND WHO ALSO INTEND TO LIVE AND WORK IN MONTANA. THE NURSING SCHOLARSHIP PROGRAM TARGETS THESE SCHOLARSHIPS TO INDIVIDUALS FROM RURAL MONTANA COMMUNITIES, WITH THE GOAL THAT SOME OF THESE STUDENTS WILL EVENTUALLY LIVE AND WORK IN RURAL COMMUNITIES WHICH ARE CURRENTLY MOST AFFECTED BY THE LACK OF AVAILABLE HEALTH CARE PROFESSIONALS.THE SERVICES AND ACTIVITIES PROVIDED BY CAPITAL OPPORTUNITIES ARE ADMINISTERED THROUGH A VARIETY OF SUBSIDIARY COMPANIES WHICH INCLUDE HOME CARE SERVICES, LLC; ADVANCED HOMECARE INSTITUTE OF MONTANA, LLC; AND HEADWATERS COMMUNITY DEVELOPMENT, LLC. THE SERVICES AND ACTIVITIES OF THESE SUBSIDIARY COMPANIES ARE SUPERVISED BY INDIVIDUAL OFFICERS AND DIRECTORS OF THE CORPORATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dawna Brinkel CEO | Officer | 40 | $137,223 |
Rosemarie Jones COO | Officer | 40 | $117,021 |
Larry Dominick President/secre | OfficerTrustee | 20 | $39,450 |
Jim Morton Chairman | OfficerTrustee | 6 | $23,500 |
Jeffrey Rupp Vice Chair | OfficerTrustee | 6 | $23,500 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $297,839 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $297,839 |
| Total Program Service Revenue | $6,896,570 |
| Investment income | $44,870 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,239,279 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $368,950 |
| Compensation of current officers, directors, key employees. | $352,842 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,487,210 |
| Pension plan accruals and contributions | $33,664 |
| Other employee benefits | $736,636 |
| Payroll taxes | $774,770 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,034 |
| Fees for services: Accounting | $20,850 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $32,659 |
| Advertising and promotion | $38,203 |
| Office expenses | $94,612 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $90,603 |
| Travel | $97,465 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $51,619 |
| Insurance | $40,627 |
| All other expenses | $38,285 |
| Total functional expenses | $7,089,995 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $90,000 |
| Savings and temporary cash investments | $1,786,845 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $413,092 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,601,098 |
| Investments—publicly traded securities | $1,020,458 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,911,493 |
| Accounts payable and accrued expenses | $558,194 |
| Grants payable | $0 |
| Deferred revenue | $428,566 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $986,760 |
| Net assets without donor restrictions | $3,924,733 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,911,493 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Benefis Spectrum Medical Inc Great Falls, MT | $16,867,464 | $16,435,990 |
Chi Health Connect At Home - Fargo Fargo, ND | $3,835,361 | $12,513,250 |
Capital Opportunities Inc Belgrade, MT | $4,911,493 | $7,239,279 |
Benefis Health System Foundation Inc Great Falls, MT | $47,880,338 | $8,016,798 |
Guardian Angels Inc Jamestown, ND | $88,919 | $317,357 |
Bethany Home Health Care Inc Fargo, ND | $847,134 | $455,801 |
Gaia Home Bismarck, ND | $101,918 | $222,524 |
South Dakota Association Of Nurse Anesthetists Piedmont, SD | $857,722 | $203,729 |