CHAPEL & YORK US FOUNDATION INC (EIN 812161937) - 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

2016

Legal Domicile

Principal Officer

NANCY BIKSON

Phone

6468670994

Tax Period

2024-01-01 to 2024-12-31

CHAPEL & YORK US FOUNDATION INC, founded in 2016, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $44.8M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $42.4M left a modest 6% surplus.

Mission

THE FOUNDATION SEEKS TO SUPPORT VALUABLE WORK DONE BY CHARITABLE AND EDUCATIONAL ORGANIZATIONS WORLDWIDE.

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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 $44,104,850

Program Service Revenue $76,620

Investment Income $646,606

Other Revenue $0

TOTAL REVENUE $44,828,076

Expense Breakdown

Grants Paid $41,911,403

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,963,400

Other Expenses $440,181

TOTAL EXPENSES $42,351,584

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,828,076	$53,452,338	-0.2%
Expenses	$42,351,584	$35,652,337	+0.2%
Net Income	$2,476,492	$17,800,001	-0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY BIKSON	PRESIDENT/DIRECTOR	0.50	Officer Director	$0	$0	$0
JACQUELINE WOLFSON	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
RUTH O'HANLON AVANESOVA	DIRECTOR	1.00	Director	$0	$0	$0
LOUISA TRUNKS	RESIGNED '24	0.00	Director	$0	$0	$0
PAUL MARSH	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD HOLLAND	DIRECTOR	0.50	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	$44,828,076	$42,351,584	$23,088,847	$2,476,492
2023	$53,452,338	$35,652,337	$21,391,652	$17,800,001
2022	$13,608,823	$17,940,627	$3,718,879	$-4,331,804
2021	$28,773,311	$24,621,652	$7,715,489	$4,151,659
2020	$11,417,762	$10,334,257	$3,360,684	$1,083,505
2019	$6,835,953	$6,933,556	$2,245,255	$-97,603
2018	$5,240,273	$3,298,528	$2,343,502	$1,941,745

CHAPEL & YORK US FOUNDATION INC