CHA FOUNDATION (EIN 541238039) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Phone

7573128121

Tax Period

2024-07-01 to 2025-06-30

CHA Foundation, founded in 1976, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2017. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.3M, a strong 98% operating margin.

Mission

CHA FOUNDATION ALLOCATES OPERATING SURPLUSES, INVESTMENT INCOME, AND OTHER RESOURCES AMONG CHESAPEAKE HOSPITAL AUTHORITY AND ITS TAX-EXEMPT SUBSIDIARIES FOR THE PURPOSE OF SUPPORTING AND EXPANDING HEALTH CARE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $15,711,431

Other Revenue $30,930

TOTAL REVENUE $15,742,361

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $2,400

TOTAL EXPENSES $2,400

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,742,361	$8,216,699	+0.9%
Expenses	$2,400	$250,364	-1.0%
Net Income	$15,739,961	$7,966,335	+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

$1,710,144

Total Directors

$46,287

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA FEREBEE MD	CHAIR	2.0	Director	$0	$0	$11,000
DAVID PARADISE	SECRETARY	2.0	Director	$0	$0	$10,000
DEE GILMORE	VICE CHAIR	2.0	Director	$0	$0	$11,000
HAROLD MARIONEAUX	TREASURER	2.0	Director	$0	$0	$14,287
JOHN MAXWELL	SECRETARY (THRU 01/25)	2.0	Director	$0	$0	$0
REESE JACKSON JD MHA FACHE	CEO & PRESIDENT	0.1	Officer	$0	$55,200	$1,084,240
STEVE MCDONNELL	CFO	0.1	Officer	$0	$55,200	$625,904

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	$15,742,361	$2,400	$263,492,888	$15,739,961
2024	No data	No data	No data	No data
2023	$5,361,512	$234,253	$224,187,578	$5,127,259
2022	$30,880,079	$399,581	$208,960,905	$30,480,498
2021	$22,511,007	$269,224	$230,469,983	$22,241,783
2020	$8,904,200	$103,402	$191,125,516	$8,800,798
2019	$679,604	$223,541	$184,992,421	$456,063
2018	$7,495,265	$186,052	$176,641,950	$7,309,213

CHA FOUNDATION