CHAPEL HAVEN ENDOWMENT INC (EIN 262242797) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

MIKE STORZ

Phone

2033971714

Tax Period

2024-07-01 to 2025-06-30

CHAPEL HAVEN ENDOWMENT INC, founded in 2007, is a small nonprofit in the Religion sector that reported $410K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $607K exceeded revenue, resulting in a 48% operating deficit.

Mission

CHAPEL HAVEN ENDOWMENT'S PURPOSE IS TO MANAGE INVESTMENTS FOR THE LONG TERM FINANCIAL STABILITY OF CHAPEL HAVEN SCHLEIFER CENTER, INC. THE RETURN FROM THESE INVESTMENTS IS TO BE DISTRIBUTED TO CHAPEL HAVEN SCHLEIFER CENTER, INC. FOR UNRESTRICTED AND OPERATIONAL USE WHEN APPROVED BY THE BOARD.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $189,921

Program Service Revenue $0

Investment Income $220,296

Other Revenue $0

TOTAL REVENUE $410,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $603,800

Other Expenses $606,842

TOTAL EXPENSES $606,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$410,217	$262,002	+0.6%
Expenses	$606,842	$604,785	+0.0%
Net Income	$-196,625	$-342,783	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$487,215

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM O'NEIL	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
PEGGY BAKER	VICE CHAIRPERSON	0.50	Officer Director	$0	$0	$0
MICHAEL GAVIN	TREASURER	0.50	Officer Director	$0	$0	$0
ROBERT NURIN	SECRETARY	0.50	Officer Director	$0	$0	$0
HARRIET SCHLEIFER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN S WORKMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY DOHERTY	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIN NICHOLLS	BOARD MEMBER	0.50	Director	$0	$0	$0
FRED VOLKMAR	BOARD MEMBER	0.50	Director	$0	$0	$0
BARBARA COOK	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN GARDNER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN BILEZIKIAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMES MUSSER	BOARD MEMBER	0.50	Director	$0	$0	$0
FRANK HUGHES	CFO	0.50	Officer	$0	$15,444	$135,965
MIKE STORZ	PRESIDENT	0.50	Officer	$0	$262	$187,280
HANNAH CARROLL	VP OF FINANCE	0.50	Officer	$0	$262	$163,970

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$410,217	$606,842	$14,948,914	$-196,625
2024	$262,002	$604,785	$14,458,827	$-342,783
2023	$2,982,464	$603,048	$14,868,008	$2,379,416
2022	$61,870	$3,503	$11,903,891	$58,367
2021	$108,106	$154,926	$12,603,531	$-46,820
2020	$431,769	$11,464,160	$12,281,056	$-11,032,391
2019	$9,207,557	$9,026,791	$22,077,157	$180,766
2018	$1,540,192	$14,266,525	$23,335,445	$-12,726,333

CHAPEL HAVEN ENDOWMENT INC