CHASE FOUNDATION A VOCATIONALLY - DRIVEN PROGRAM (EIN 923172328) - 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

2023

Legal Domicile

Principal Officer

CRAIG ANDERSON

Phone

9496894739

Tax Period

2024-01-01 to 2024-12-31

CHASE FOUNDATION A VOCATIONALLY - DRIVEN PROGRAM, founded in 2023, is a small nonprofit in the Human Services sector that reported $209K in total revenue in fiscal year 2024. Expenses of $288K exceeded revenue, resulting in a 38% operating deficit.

Mission

THE ORGANIZATION'S PURPOSE IS TO OPERATE PROGRAMS AND SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES, INCLUDING MAKING GRANTS, LOANS, AND OTHER DISTRIBUTIONS IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES AS WELL AS SUPPORTING THE ACTIVITIES AND PROJECTS OF OTHER ORGANIZATIONS OPERATING EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF CODE SECTION 501(C)(3).

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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 $33,840

Program Service Revenue $141,494

Investment Income $0

Other Revenue $33,560

TOTAL REVENUE $208,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,446

Fundraising Expenses $0

Program Expenses $145,044

Other Expenses $210,519

TOTAL EXPENSES $287,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,894	N/A	N/A
Expenses	$287,965	N/A	N/A
Net Income	$-79,071	N/A	N/A

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

N/A

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	Role	Reportable Comp	Other Comp	Total
CRAIG ANDERSON	CFO	Director	$0	$0	$0
ANTHONY PALMERI	CEO	Director	$0	$0	$0
GEORGINA LOPEZ	Secretary	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	$208,894	$287,965	$69,924	$-79,071

CHASE FOUNDATION A VOCATIONALLY - DRIVEN PROGRAM