McCalls Chapel School Endowment Tr… - Form 990 Financial Data

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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

1993

Legal Domicile

Phone

5804630373

Tax Period

2024-07-01 to 2025-06-30

McCalls Chapel School Endowment Trust, founded in 1993, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $9.1M represent 70 months of operating reserves.

Mission

SUPPORTING ORGANIZATION FOR AFFILIATED 501(C)(3) ORGANIZATION THAT TEACHES ASSISTED LIVING SKILLS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $1,534,408 Revenue: $1,205,369

SUPPORTING ORGANIZATION FOR AFFILIATED 501(C)(3) ORGANIZATION THAT PROVIDES DAILY SKILLS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $97,651

Program Service Revenue $1,205,369

Investment Income $251,633

Other Revenue $8,013

TOTAL REVENUE $1,562,666

Expense Breakdown

Grants Paid $1,165,335

Salaries & Benefits $14,000

Fundraising Expenses $0

Program Expenses $1,534,408

Other Expenses $355,073

TOTAL EXPENSES $1,534,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,562,666	$1,429,012	+0.1%
Expenses	$1,534,408	$1,590,767	0.0%
Net Income	$28,258	$-161,755	-1.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Denver Davison	Trustee	5.0	Director	$0	$0	$0
Roger Callison	Trustee	5.0	Director	$0	$0	$0
Vision Bank of ADA	Trustee	5.0		$14,000	$0	$14,000

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	$1,562,666	$1,534,408	$9,123,189	$28,258
2024	No data	No data	No data	No data
2023	$1,264,458	$1,284,504	$9,057,714	$-20,046
2022	$2,719,793	$912,924	$8,773,489	$1,806,869
2021	$848,209	$855,546	$6,185,961	$-7,337
2018	$2,263,224	$758,572	$4,820,856	$1,504,652

McCalls Chapel School Endowment Trust