CHESS FOR SUCCESS

EIN: 931208405 501(c)(3) Education

PORTLAND, OR

Total Revenue
$692,162
Total Expenses
$729,677
Total Assets
$418,221
Net Assets
$99,219
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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
1996
Legal Domicile
OR
Principal Officer
ERIC POLGAR
Phone
5032951230
Tax Period
2024-07-01 to 2025-06-30

CHESS FOR SUCCESS, founded in 1996, is a small nonprofit in the Education sector that reported $692K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

CHESS FOR SUCCESS IS A YOUTH DEVELOPMENT ORGANIZATION THAT HAS OPERATED IN OREGON AND SW WASHINGTON FOR 20+ YEARS. WE USE CHESS INSTRUCTION AND PLAY TO POSITIVELY IMPACT SCHOOL-AGED CHILDREN'S ACADEMIC, SOCIAL, AND PERSONAL SKILLS. OUR CHESS CLUBS PROVIDE PEOPLE WITH DIVERSE BACKGROUNDS AND ABILITIES A DYNAMIC FRAMEWORK FOR SUCCESS IN SCHOOL AND LIFE. WE EMPHASIZE A FOCUS ON UNDERSERVED POPULATIONS, INCLUDING BIPOC, RURAL AND LOW-INCOME COMMUNITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $358,103
Program Service Revenue $258,188
Investment Income $10,275
Other Revenue $65,596
TOTAL REVENUE $692,162

Expense Breakdown

Grants Paid $0
Salaries & Benefits $585,387
Fundraising Expenses $42,729
Program Expenses $590,194
Other Expenses $144,290
TOTAL EXPENSES $729,677

Year-over-Year Comparison

2024 2023 Change
Revenue $692,162 $784,645 -0.1%
Expenses $729,677 $806,425 -0.1%
Net Income $-37,515 $-21,780 +0.7%
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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Governance

Voting Members
13
Independent Members
13
Employees
109
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
5
$100,232
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC POLGAR EXECUTIVE DI 40.00
Officer
$100,232 $0 $100,232
ERIN ADAMS SECRETARY 2.00
Officer Director
$0 $0 $0
MARTIN ASHLEY MEMBER 1.00
Director
$0 $0 $0
LAUREN BENTON MEMBER 1.00
Director
$0 $0 $0
CHARLES ENGELBERG PRESIDENT 2.00
Officer Director
$0 $0 $0
BARBARA FISHER MEMBER 1.00
Director
$0 $0 $0
JOSIAH LIEBERT MEMBER 1.00
Director
$0 $0 $0
JAMES LUU VICE PRESIDE 2.00
Officer Director
$0 $0 $0
ANNE NDUNDA MEMBER 1.00
Director
$0 $0 $0
RYAN RICHARDSON MEMBER 1.00
Director
$0 $0 $0
KASEY SANCHEZ MEMBER 1.00
Director
$0 $0 $0
KATIE STRINGER MEMBER 1.00
Director
$0 $0 $0
SMITA WACKER TREASURER 2.00
Officer Director
$0 $0 $0
ANDREW WHITE MEMBER 1.00
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
2025 $692,162 $729,677 $418,221 $-37,515
2024 $784,645 $806,425 $486,876 $-21,780
2023 $1,326,634 $1,022,287 $485,731 $304,347
2022 $865,491 $998,803 $177,165 $-133,312
2021 $555,559 $519,977 $189,782 $35,582
2020 $325,460 $530,030 $157,937 $-204,570
2019 $481,372 $515,953 $149,332 $-34,581
2018 $497,944 $501,799 $175,165 $-3,855
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