CHAPMAN UNIVERSITY FOUNDATION (EIN 300563618) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

JAMES ROSZAK

Phone

7147447099

Tax Period

2018-06-01 to 2019-05-31

CHAPMAN UNIVERSITY FOUNDATION, founded in 2009, is a micro nonprofit in the Education sector that reported $187K in total revenue in fiscal year 2018. Revenue fell 442% from the prior year — a significant decline worth monitoring.

Mission

THE FOUNDATION'S EXEMPT PURPOSE IS TO SUPPORT CHAPMAN UNIVERSITY. IT WILL FURTHER THIS EXEMPT PURPOSE BY MAKING GRANTS TO OR FOR THE BENEFIT OF THE UNIVERSITY.

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Trantor Score

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

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-186,689

Other Revenue $0

TOTAL REVENUE $-186,689

Expense Breakdown

Grants Paid $2,895,274

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,904,559

Other Expenses $15,475

TOTAL EXPENSES $2,910,749

Year-over-Year Comparison

	2018	2017	Change
Revenue	$-186,689	$54,577	-4.4%
Expenses	$2,910,749	$6,800	+427.1%
Net Income	$-3,097,438	$47,777	-65.8%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$811,023

Total Directors

$1,774,253

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD E SODARO	PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
HAROLD W HEWITT JR	SEC/TREAS/DIR (THRU 06/25/18)	1.0	Officer Director	$0	$87,489	$811,023
JAMES ROSZAK	SEC/TREAS/DIR (AS OF 06/25/18)	1.0	Officer Director	$0	$0	$0
WYLIE AITKIN	DIRECTOR (AS OF 06/25/18)	1.0	Director	$0	$0	$0
JAMES BURRA	DIRECTOR (AS OF 06/25/18)	1.0	Director	$0	$0	$0
IRVING CHASE	DIRECTOR (AS OF 06/25/18)	1.0	Director	$0	$0	$0
JAMES L DOTI	DIRECTOR (THRU 06/25/18)	1.0	Director	$0	$52,503	$963,230
DOY B HENLEY	DIRECTOR	1.0	Director	$0	$0	$0
DAVID JANES	DIRECTOR (THRU 06/25/18)	1.0	Director	$0	$0	$0

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
2019	$-186,689	$2,910,749	No data	$-3,097,438
2018	$54,577	$6,800	$3,169,679	$47,777

CHAPMAN UNIVERSITY FOUNDATION