Capital Bank and Trust Company is a firm that provides investment management, administrative support, fiduciary trustee, third party administration, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California and Ohio (although they are present in other states as well).
Most Capital Bank and Trust Company clients are inpatient nursing, hospice, and rehabilitative care facilities, residential intellectual and developmental disability facilities, vocational rehabilitation services, elementary and secondary schools, assisted living and continuing care retirement communities, individual and family services, and civic and social organizations with revenues ranging from $10 million to $227 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Rural Electric Cooperative Association (NRECA) | 501(c)(6) | Arlington, VA | ||
| 2 | American Lung Association of The upper Midwest | 501(c)(3) | Brookfield, WI | ||
| 3 | Covia Communities (ESC) | 501(c)(3) | Glendale, CA | ||
| 4 | Valley Community Counseling Service (VCCS) | 501(c)(3) | Stockton, CA | ||
| 5 | Fahrney Keedy Home and Village | 501(c)(3) | Boonsboro, MD | ||
| 6 | GentleBrook | 501(c)(3) | Hartville, OH | ||
| 7 | DaVinci Academy of Science and the Arts | 501(c)(3) | Ogden, UT | ||
| 8 | Youngstown Area Goodwill Industries | 501(c)(3) | Youngstown, OH | ||
| 9 | Clarview Rest Home | 501(c)(3) | Sligo, PA | ||
| 10 | Goodwill Industries of the Pioneer Valley | 501(c)(3) | Springfield, MA | ||
| ... | and 1 more Capital Bank and Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capital Bank and Trust Company in the nonprofit sector include U.s. Bank National Association, Capital Group Retirement Plan Services, Principal, Paychex, Inc., Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, Massachusetts Mutual Life Ins Company, TD Ameritrade, Well and Good LLC, and The Standard.
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