CHASE'S PLACE INC

EIN: 320065355 501(c)(3) Education

RICHARDSON, TX

Total Revenue
$829,591
Total Expenses
$735,458
Total Assets
$446,324
Net Assets
$402,360
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Legal Domicile
TX
Principal Officer
LORI MYERS
Phone
9722432676
Tax Period
2024-08-01 to 2025-07-31

CHASE'S PLACE INC is a small nonprofit in the Education sector that reported $830K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $735K left a modest 11% surplus.

Mission

EDUCATION OF STUDENTS AGE 5 TO 18 WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES. OUR MISSION IS TO SUPPORT STUDENTS IN DISCOVERING THEIR UNIQUE ABILITIES SO THEY MAY DEVELOP INDEPENDENCE TO THEIR MAXIMUM POTENTIAL, ALLOWING THEM TO LIVE LIFE TO THE FULLEST.

Program Service Accomplishments

Program 1
Expenses: $647,318 Revenue: $291,098

THE PRIMARY EXEMPT PURPOSE IS TO OPERATE A PRIVATE SCHOOL FOR STUDENTS AGES FIVE YEARS TO EIGHTEEN YEARS WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES INCLUDING MENTAL RETARDATION, PDD/AUTISM...

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THE PRIMARY EXEMPT PURPOSE IS TO OPERATE A PRIVATE SCHOOL FOR STUDENTS AGES FIVE YEARS TO EIGHTEEN YEARS WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES INCLUDING MENTAL RETARDATION, PDD/AUTISM, TRAUMATIC BRAIN INJURIES AND NEUROLOGICAL DISORDERS. THE CURRICULUM INCLUDES DAILY LIVING SKILLS, COMMUNITY TRAINING, SPEECH, OCCUPATIONAL AND RECREATIONAL THERAPY, AS WELL AS TRADITIONAL ACADEMIC SUBJECTS LIKE READING AND MATH. THE SCHOOL PROVIDES A 1:2 STAFF/STUDENT RATIO GIVING EACH STUDENT AN OPTIMAL AMOUNT OF INDIVIDUAL ATTENTION. STUDENTS HAVE DOCUMENTED IMPROVEMENTS IN COGNITION SKILLS, MOTOR SKILLS, SELF-HELP SKILLS AND VOCATIONAL SKILLS. THERE WERE TWELVE FULL TIME STUDENTS AND THREE PART-TIME STUDENTS DURING THE SCHOOL YEAR.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $455,520
Program Service Revenue $291,098
Investment Income $7,955
Other Revenue $75,018
TOTAL REVENUE $829,591

Expense Breakdown

Grants Paid $0
Salaries & Benefits $522,947
Fundraising Expenses $32,773
Program Expenses $647,318
Other Expenses $212,511
TOTAL EXPENSES $735,458

Year-over-Year Comparison

2024 2023 Change
Revenue $829,591 $626,233 +0.3%
Expenses $735,458 $627,863 +0.2%
Net Income $94,133 $-1,630 -58.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
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
5
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
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
ALI MARZELLA ASST. TREASU 1.00
Officer Director
$0 $0 $0
LORI MYERS PARENT LIAIS 1.00
Officer 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
ROBERT MARTINEZ BOARD MEMBER 1.00
Director
$0 $0 $0
ADRIENNE MAGEORS 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
2025 $829,591 $735,458 $446,324 $94,133
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
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