CHASE'S PLACE INC (EIN 320065355) - 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

Legal Domicile

Principal Officer

LORI MYERS

Phone

9722432676

Tax Period

2023-08-01 to 2024-07-31

CHASE'S PLACE INC is a small nonprofit in the Education sector that reported $626K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

EDUCATION OF STUDENTS AGE 5 TO 18 WITH MODERATE/SEVERE DEVELOPMENTAL DISABILITIES. OUR MISSION IS TO SUPPORT STUDENTS IN DEVELOPING INDEPENDENCE, WHICH MAY ALLOW THEM TO LIVE LIFE TO THE FULLEST.

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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 (2023)

Revenue Breakdown

Contributions & Grants $328,625

Program Service Revenue $269,067

Investment Income $13,867

Other Revenue $14,674

TOTAL REVENUE $626,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $426,622

Fundraising Expenses $29,712

Program Expenses $546,804

Other Expenses $201,241

TOTAL EXPENSES $627,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$626,233	$692,111	-0.1%
Expenses	$627,863	$612,510	+0.0%
Net Income	$-1,630	$79,601	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC MCCONNELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT SIMARI	VP&FUND DEVE	1.00	Officer Director	$0	$0	$0
ADAM GAIN	TREASURER	1.00	Director	$0	$0	$0
LAUREN BEISTEGUI	SECRETARY	1.00	Director	$0	$0	$0
ABBY SOURYAL	MARKETING	1.00	Director	$0	$0	$0
HUNTER LACEY	MARKETING	1.00	Director	$0	$0	$0
BARBARA TONTI	ASST. TREASU	1.00	Officer Director	$0	$0	$0
LORI MYERS	PARENT LIAIS	1.00	Officer Director	$0	$0	$0
STEVE FOLSOM	BOARD MEMBER	1.00	Director	$0	$0	$0
RUTH FARRAR	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA AUSTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY FROESE	BOARD MEMBER	1.00	Director	$0	$0	$0
GRANT LACEY	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER WELKER	EXECUTIVE DI	1.00	Officer Director	$0	$0	$0
SUSAN BARNICOAT	BOARD MEMBER	1.00	Director	$0	$0	$0
MONICA FINNEGAN	BOARD MEMBER	1.00	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
2024	$626,233	$627,863	$369,932	$-1,630
2023	$692,111	$612,510	$353,747	$79,601
2022	$552,887	$656,240	$275,822	$-103,353
2021	$624,242	$529,601	$426,935	$94,641
2020	$561,093	$530,031	$314,376	$31,062
2019	$562,971	$537,232	$278,604	$25,739
2018	$539,072	$515,016	$242,752	$24,056

CHASE'S PLACE INC