CHAPEL HILL CHRISTIAN SCHOOL - ENDOWMENT FUND (EIN 341588010) - 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

1988

Legal Domicile

Principal Officer

JACQUELINE MATHEWS

Phone

3309291901

Tax Period

2023-01-01 to 2023-12-31

CHAPEL HILL CHRISTIAN SCHOOL - ENDOWMENT FUND, founded in 1988, is a micro nonprofit that reported $63K in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. Expenses of $91K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE CHAPEL HILL CHRISTIAN SCHOOL FOR COSTS AND EXPENSES NOT OTHERWISE COVERED BY TUITIONS,FEES, GIFTS, OR GRANTS THAT ARE RECEIVED FROM OTHER SOURCES.

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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 $0

Program Service Revenue $0

Investment Income $62,560

Other Revenue $0

TOTAL REVENUE $62,560

Expense Breakdown

Grants Paid $80,491

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,491

Other Expenses $10,492

TOTAL EXPENSES $90,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,560	$35,209	+0.8%
Expenses	$90,983	$98,790	-0.1%
Net Income	$-28,423	$-63,581	-0.6%

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

$153,904

Total Directors

$93,121

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKIE MATHEWS	VICE-CHAIR/LEAD ADMINISTRATOR CHCS	1.00	Officer Director	$0	$9,508	$93,121
BILL PETERSON	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
DAN PETSCHKE	SECRETARY	1.00	Officer Director	$0	$0	$0
JILL HINER	TREASURER	1.00	Officer Director	$0	$0	$0
PHIL ADKINS	BOARD MEMBER (THRU 3/2023)	1.00	Director	$0	$0	$0
KURRAN BISHOP	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN BLAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY BLOOM	BOARD MEMBER	1.00	Director	$0	$0	$0
KEMP BOYD	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACHARY BROTT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRITTNEY BUSH	BOARD MEMBER	1.00	Director	$0	$0	$0
NGUYEN HOAI-NGHIA	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBB MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC MATTHEWS	BOARD MEMBER (THRU 3/2023)	1.00	Director	$0	$0	$0
SHAY MUSIC	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM SWANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ADINA WALKER	BOARD MEMBER (THRU 3/2023)	1.00	Director	$0	$0	$0
RYAN WALTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENT GREEN	FINANCIAL CONTROLLER CHCS - FORMER	1.00	Officer	$0	$775	$6,271
JIM BAKER	FINANCIAL CONTROLLER CHCS	1.00	Officer	$0	$6,599	$54,512

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	No data	No data	No data	No data
2023	$62,560	$90,983	$1,257,851	$-28,423
2022	$35,209	$98,790	$1,171,708	$-63,581
2021	$51,619	$80,284	$1,489,534	$-28,665
2020	$35,186	$68,841	$1,363,150	$-33,655
2019	$172,701	$57,931	$1,282,476	$114,770
2018	$30,407	$57,452	$1,017,599	$-27,045

CHAPEL HILL CHRISTIAN SCHOOL - ENDOWMENT FUND