THE CHELLY FOUNDATION INC (EIN 810785392) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

JASON R BARON

Phone

3012042787

Tax Period

2020-01-01 to 2020-12-31

THE CHELLY FOUNDATION INC, founded in 2015, is a micro nonprofit in the International Affairs sector that reported $34K in total revenue in fiscal year 2020. Revenue fell 26% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $23K, a strong 68% operating margin.

Mission

TO BENEFIT ELEMENTARY AND SECONDARY SCHOOLS AND STUDENTS IN LESSER RESOURCED COUNTRIES BY PROVIDING FINANCIAL ASSISTANCE AND "IN-KIND" GRANTS RELATED TO OR CONSISTING OF BOOKS, SCHOOL SUPPLIES, COMPUTERS AND RELATED EQUIPMENT, UNIFORMS, SPORTS EQUIPMENT, AND OTHER MATERIALS TO ASSIST SCHOOLS TO PROVIDE HIGH QUALITY EDUCATION TO STUDENTS AND ASSIST STUDENTS TO BENEFIT FROM HIGH QUALITY EDUCATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $33,799

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $33,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,292

Other Expenses $10,964

TOTAL EXPENSES $10,964

Year-over-Year Comparison

	2020	2019	Change
Revenue	$33,799	$45,408	-0.3%
Expenses	$10,964	$39,107	-0.7%
Net Income	$22,835	$6,301	+2.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON R BARON	PRESIDENT	5.00	Officer Director	$0	$0	$0
LAWRENCE CHAPIN	DIRECTOR	5.00	Director	$0	$0	$0
VICTORIA L LEMIEUX	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE ARDERN	DIRECTOR	5.00	Director	$0	$0	$0
KATHY FRANKLIN	DIRECTOR	5.00	Director	$0	$0	$0
FLORENCE SOFER	DIRECTOR	5.00	Director	$0	$0	$0
JAMIE BROWN	DIRECTOR	5.00	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
2020	$33,799	$10,964	$42,687	$22,835
2018	$60,440	$66,791	$13,551	$-6,351

THE CHELLY FOUNDATION INC