THE CHASE FOUNDATION (EIN 954423022) - 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

1993

Legal Domicile

Principal Officer

ROBIN D RICHARDS

Phone

8182227507

Tax Period

2022-07-01 to 2023-06-30

THE CHASE FOUNDATION, founded in 1993, is a small nonprofit in the Medical Research sector that reported $554K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year. Expenses of $506K left a modest 9% surplus.

Mission

THE CHASE FOUNDATION'S SOLE MISSION IS TO SUPPORT THE CHASE CHILD LIFE PROGRAM. THE CHASE CHILD LIFE PROGRAM'S MISSION OPERATES ON THE PRINCIPLE THAT THE BEST MEDICAL CARE ALONE ISN'T ENOUGH. THE CHILD LIFE STAFF ADDRESSES THE EMOTIONAL, SOCIAL, AND DEVELOPMENTAL NEEDS OF CHILDREN. THE CHASE CHILD LIFE PROGRAM STRIVES TO PROMOTE OPTIMUM DEVELOPMENT OF CHILDREN AND THEIR FAMILIES, TO MAINTAIN NORMAL LIVING PATTERNS AND TO MINIMIZE PSYCHOLOGICAL TRAUMA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $103,507

Program Service Revenue $0

Investment Income $23,529

Other Revenue $426,850

TOTAL REVENUE $553,886

Expense Breakdown

Grants Paid $446,428

Salaries & Benefits $32,682

Fundraising Expenses $0

Program Expenses $446,428

Other Expenses $26,465

TOTAL EXPENSES $505,575

Year-over-Year Comparison

	2022	2021	Change
Revenue	$553,886	$654,436	-0.2%
Expenses	$505,575	$237,088	+1.1%
Net Income	$48,311	$417,348	-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

$30,687

Total Directors

$30,687

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN D RICHARDS	PRESIDENT	0.00	Officer Director	$0	$0	$0
SUSAN RICHARDS	TREASURER	1.00	Officer Director	$30,687	$0	$30,687
LARRY ROTH	BOARD MEMBER	0.00	Director	$0	$0	$0
BRYAN SPUNT	BOARD MEMBER	0.00	Director	$0	$0	$0
JOSH BRODSKY	BOARD MEMBER	0.00	Director	$0	$0	$0
SCOTT HARVEY	BOARD MEMBER	0.00	Director	$0	$0	$0
THOMAS A HEYMANN	BOARD MEMBER	0.00	Director	$0	$0	$0
THELMA LAGER	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHAEL S LEVINE MD	BOARD MEMBER	0.00	Director	$0	$0	$0
TAYLOR TIMMER	BOARD MEMBER	0.00	Director	$0	$0	$0
LEXI R RIEMER	BOARD MEMBER	0.00	Director	$0	$0	$0
FRED J SCHOLDER	BOARD MEMBER	0.00	Director	$0	$0	$0
STUART SIEGEL MD	BOARD MEMBER	0.00	Director	$0	$0	$0
HOWARD SPUNT	BOARD MEMBER	0.00	Director	$0	$0	$0
MILT VALERA	BOARD MEMBER	0.00	Director	$0	$0	$0
CAYLA RICHARDS	BOARD MEMBER	0.00	Director	$0	$0	$0
JODY SHAPIRO	BOARD MEMBER	0.00	Director	$0	$0	$0
BRANDEN DICKEY	BOARD MEMBER	0.00	Director	$0	$0	$0
LISA SILVERSTEIN	DIRECTOR OF FINANCE	0.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$553,886	$505,575	$959,442	$48,311
2022	$654,436	$237,088	$911,131	$417,348
2021	$287,618	$234,744	$493,783	$52,874
2020	$202,673	$201,018	$440,909	$1,655
2019	$282,917	$170,083	$439,254	$112,834
2018	$189,665	$177,239	$326,420	$12,426

THE CHASE FOUNDATION