2024-09-10T15:50:20-07:00 2023-12-31 522408237 Carver Florek & James LLC 1201 Kensington Ave Missoula MT 59801 990 2023-01-01 810497313 CAPITAL OPPORTUNITIES INC CAPI 4065821680 PO BOX 900 BELGRADE MT 59714 LARRY DOMINICK President/Secretary 2024-09-10 true true Angel Sharp CPA P00964705 4067285539 2023 2024-08-08 14:25:15Z PO BOX 900 BELGRADE MT 59714 8011071 false X N/A X 1994 MT 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. 5 3 431 0 0 6935383 7927256 19804 83815 0 6955187 8011071 0 0 6347489 7023217 0 0 780749 875838 7128238 7899055 -173051 112016 4922140 4800485 1206841 970167 3715299 3830318 TO PROVIDE SERVICES AND ACTIVITIES WHICH PROMOTE INCREASED ECONOMIC OPPORTUNITY AND IMPROVE THE GENERAL WELFARE FOR DISADVANTAGED INDIVIDUALS, FAMILIES, AND THE COMMUNITIES IN WHICH THEY LIVE.TO THIS END, CAPITAL OPPORTUNITIES HAS A SPECIAL INTEREST AND FOCUS WITH MONTANA'S RURAL COMMUNITIES. MONTANA'S RURAL COMMUNITIES GENERALLY HAVE LIMITED SERVICES AND ACTIVITIES OF THIS KIND, AND ARE ALSO GENERALLY MOST IN NEED OF THESE SERVICES AND ACTIVITIES. false false 7213705 7927256 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 EDUCATIONAL ASSISTANCE TO STUDENTS WHO EXPRESS AN INTEREST IN HOME HEALTH CARE AND RELATED FIELDS, AND WHO ALSO INTEND TO LIVE AND WORK IN MONTANA. THE EDUCATIONAL ASSISTANCE PROGRAM TARGETS THESE 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. 7213705 true false false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false true false false false false true 16 0 false 431 true false false false false false false false 0 false false false false false false false X 5 3 false false false false false false false true true false false true true true true true true true true false X KAREN TURNER 4065821680 PO BOX 900 BELGRADE MT 59714 DAWNA BRINKEL CEO 40.00 0.00 X X 160101 0 20525 LARRY DOMINICK President/Secre 40.00 0.00 X X 54450 0 26286 JIM MORTON Chairman 6.00 0.00 X 23500 0 0 JEFFREY RUPP Vice Chair 6.00 0.00 X 23500 0 0 ROSEMARIE JONES Board Member 6.00 0.00 X 23500 0 0 285051 46811 1 false true false 0 0 CONTRACT REVENUE 621610 6311631 6311631 MISC & REFUNDS RECEIVED 621610 9472 9472 PERSONAL CARE - BONUS EAR 621610 781246 781246 PERSONAL CARE - INSURANCE 621610 370890 370890 PERSONAL CARE SUPPLEMENTA 621610 454017 454017 7927256 62815 62815 0 0 0 21000 21000 21000 21000 0 0 0 0 8011071 7948256 62815 0 0 0 0 331863 331863 0 5097573 4927456 170117 0 594171 547594 46577 999610 931810 67800 0 4825 4825 21550 10537 11013 12500 12500 0 0 4931 4640 291 94620 94620 130950 127652 3298 19178 16730 2448 0 113358 111083 2275 182583 180174 2409 0 12935 10126 2809 0 0 64802 37010 27792 56509 53908 2601 WORKERS COMPENSATION 114714 105537 9177 EDUCATION PROGRAMS 19707 17588 2119 minor equipment and repairs 12883 12733 150 UNCOLLECTABLE ACCOUNTS 3581 3581 6212 3601 2611 7899055 7213705 685350 0 90000 90000 1755920 1335967 0 418662 717275 0 0 0 0 0 1826732 267163 1586146 1559569 994364 1039705 0 0 0 77048 57969 4922140 4800485 471943 594022 657850 318176 77048 57969 1206841 970167 X 3715299 3830318 3715299 3830318 4922140 4800485 112016 3003 X false true X true false X 150000 297839 447839 6660676 6892706 6896570 6935383 7948256 35333591 0 0 0 6660676 7042706 7194409 6935383 7948256 35781430 0 0 35781430 37102 26859 44870 19804 62815 191450 0 37102 26859 44870 19804 62815 191450 0 0 6697778 7069565 7239279 6955187 8011071 35972880 0.99470 0.99470 0.00530 0.00530 X 250149 250149 1389603 164436 1225167 186980 102727 84253 1559569 RIGHT-OF-USE LEASE LIABILITY 57969 57969 X 8014074 3003 3003 8011071 8011071 7899055 7899055 7899055 Part X : FIN48 Footnote Capital Opportunities, Inc. is exempt from tax under provisions of Section 501(c)(3) of the Internal Revenue Code. This code enables the Corporation to accept donations that qualify as charitable contributions to the donor. The Corporations increase in net assets is generally not subject to income taxes. However, income from certain activities not directly related the Corporations tax-exempt purpose is subject to taxation as unrelated business income. Provisions for income taxes have not been recorded in the financial statements as management does not believe there was any unrelated business income in 2023 or 2022.With few exceptions, the Corporations information returns (I.R.S. Form 990) are not subject to examination of fiscal years prior to 2020. X X X false false false false false false false false false DAWNA BRINKEL CEO 110101 50000 8369 12156 180626 Form 990, Part VI, Section B, Line 11b THE FINANCE COMMITTEE REVIEWS THE 990 AND REPORTS TO THE BOARD OF DIRECTORS. THE BOARD GIVES THE BOARD TREASURER AUTHORIZATION TO SIGN THE 990 WHEN COMPLETE. Form 990, Part VI, Section B, Line 12c OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE AT ANY MEETING ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. Form 990, Part VI, Section B, Line 15a COMPENSATION FOR THE CEO IS BASED ON COMPARABILITY INFORMATION PROVIDED BY THIRD PARTIES. THE COMPENSATION PROCESS BEGINS WITH THE BOARD ASSIGNING THESE TASKS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE, AFTER CONSIDERATION OF THE INFORMATION ACCUMULATED, REPORTS IT TO THE BOARD WITH RECOMMENDATIONS REGARDING COMPENSATION ITEMS. THE BOARD OF DIRECTORS MAKE THE FINAL DECISION ON THE RECOMMENDATIONS OF THE PERSONNEL COMMITTEE. Form 990, Part VI, Section B, Line 15b COMPENSATION FOR THE CFO AND COO ARE BASED ON COMPARABILITY INFORMATION PROVIDED BY THIRD PARTIES. THE COMPENSATION PROCESS BEGINS WITH THE BOARD ASSIGNING THESE TASKS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE, AFTER CONSIDERATION OF THE INFORMATION ACCUMLATED, REPORTS TO THE BOARD WITH RECOMMENDATIONS REGARDING COMPENSATION ITEMS. THE BOARD OF DIRECTORS MAKE THE FINAL DECISION ON THE RECOMMENDATIONS OF THE PERSONNEL COMMITTEE. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORMS 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. HOME CARE SERVICES LLC PO Box 900 82 8th Street Belgrade MT 59714 471844286 HEALTHCARE MT 8021358 1722225 CAPITAL OPPORTUNITIES INC ADVANCED HOME CARE INSTITUTE LLC PO Box 900 82 8th Street Belgrade MT 59714 464615305 EDUCATION MT 4929 356575 CAPITAL OPPORTUNITIES INC HEADWATERS COMMUNITY DEVELOPMENT LLC PO Box 900 82 8th Street Belgrade MT 59714 471858023 COMMUNITY DEVELOPMENT MT 605 49292 CAPITAL OPPORTUNITIES INC SELWAY COMMUNITY DEVELOPMENT LLC PO Box 900 82 8th Street Belgrade MT 59714 384005036 HOUSING MT 599 51836 CAPITAL OPPORTUNITIES INC false false false false false false false false false false false false false false false false false false false