BERKELEY CHESS SCHOOL (EIN 943225242) - 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

1982

Legal Domicile

Principal Officer

ELIZABETH SHAUGHNESSY

Phone

5108430150

Tax Period

2023-01-01 to 2023-12-31

BERKELEY CHESS SCHOOL, founded in 1982, is a community nonprofit in the Recreation & Sports sector that reported $1.0M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $991K left a modest 4% surplus.

Mission

The Berkeley Chess School is a nonprofit organization that brings chess instruction to girls and boys in Kindergarten through 12th grade, irrespective of race, ethnicity or socio-economic status.

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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 (2023)

Revenue Breakdown

Contributions & Grants $132,210

Program Service Revenue $901,716

Investment Income $229

Other Revenue $370

TOTAL REVENUE $1,034,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $633,889

Fundraising Expenses $55,758

Program Expenses $789,844

Other Expenses $356,851

TOTAL EXPENSES $990,740

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,034,525	$1,253,277	-0.2%
Expenses	$990,740	$852,917	+0.2%
Net Income	$43,785	$400,360	-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

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

$207,553

Total Directors

$207,553

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH SHAUGHNESSY	President	40.00	Officer Director	$100,150	$0	$100,150
Stephen Shaughnessy	Vice President	40.00	Officer Director	$81,779	$5,309	$87,088
Roger Poehlmann	Secretary	6.00	Officer Director	$20,315	$0	$20,315
QUEEN GRAHAM	Chair	4.00	Officer Director	$0	$0	$0
Andrew Lazarus	Treasurer	4.00	Officer Director	$0	$0	$0
Ki Ingersol	Director	2.00	Director	$0	$0	$0
Ravi Rajendra	Director	2.00	Director	$0	$0	$0
Wendy Muse Sinek	Director	2.00	Director	$0	$0	$0
Fong Wang	Director	2.00	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
2024	No data	No data	No data	No data
2023	$1,034,525	$990,740	$2,847,280	$43,785
2022	$1,253,277	$852,917	$2,840,898	$400,360
2021	$983,135	$698,073	$2,451,201	$285,062
2020	$864,367	$781,872	$2,280,133	$82,495
2019	$1,493,362	$1,205,948	$1,979,114	$287,414
2018	$1,398,566	$1,304,879	$1,682,152	$93,687

BERKELEY CHESS SCHOOL