CHAPELLAKES AREA FOUNDATION INC (EIN 391694901) - 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

1990

Legal Domicile

Phone

7083710900

Tax Period

2023-01-01 to 2023-12-31

CHAPELLAKES AREA FOUNDATION INC, founded in 1990, is a small nonprofit that reported $797K in total revenue in fiscal year 2023. Revenue surged 1339% from the prior year, signaling strong growth momentum. The organization ran a surplus of $533K, a strong 67% operating margin.

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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 $797,292

Other Revenue $0

TOTAL REVENUE $797,292

Expense Breakdown

Grants Paid $264,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $264,000

Other Expenses $355

TOTAL EXPENSES $264,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$797,292	$55,410	+13.4%
Expenses	$264,355	$35,000	+6.6%
Net Income	$532,937	$20,410	+25.1%

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

Total Directors

$91,500

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
SEAN WALKER	Director	Director	$0	$32,557	$91,500
DAVID SMITH	Treasurer	Officer Director	$0	$0	$0
BRIAN L GRIFFITH	President	Officer Director	$0	$0	$0
JOSEPH R MASLICK	SECRETARY	Officer Director	$0	$0	$0
LOIS J GRIFFITH	Vice President	Director	$0	$0	$0
DARREL BURNETT	Director	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	No data	No data	No data	No data
2023	$797,292	$264,355	$2,378,331	$532,937
2022	$55,410	$35,000	$1,845,394	$20,410
2021	$783,515	$43,000	$1,824,984	$740,515
2020	$59,020	$43,000	$1,084,469	$16,020
2019	$59,272	$55,000	$1,068,449	$4,272
2018	$58,004	$70,000	$1,064,177	$-11,996

CHAPELLAKES AREA FOUNDATION INC