Civic Intelligence

Chase'S Place Inc

990 • Fiscal year 2023 • EIN 32-0065355

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 19, 2023

Organization ProfileCHASESPLACE.ORG
620 N Coit Rd Suite 2176Richardson, TX 75080

(972) 243-2676

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.12x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.06x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$353,747

Up $77,925 (+28%) from 2022

Net Assets

Up

$309,857

Up $79,601 (+35%) from 2022

Liabilities

Down

$43,890

Down $1,676 (-3.7%) from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin63rd percentile

Revenue

Up

$692,111

Up $139,224 (+25%) from 2022

Expenses

Down

$612,510

Down $43,730 (-6.7%) from 2022

Net Income

Up

$79,601

Up $182,954 (+177%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2014: $155,503Liabilities 2014: $0Net Assets 2014: $155,5032014Assets 2015: $45,961Liabilities 2015: $0Net Assets 2015: $45,9612015Assets 2016: $191,748Liabilities 2016: $0Net Assets 2016: $191,7482016Assets 2017: $175,669Liabilities 2017: $17,558Net Assets 2017: $158,1112017Assets 2018: $242,752Liabilities 2018: $60,585Net Assets 2018: $182,1672018Assets 2019: $278,604Liabilities 2019: $70,698Net Assets 2019: $207,9062019Assets 2020: $314,376Liabilities 2020: $75,408Net Assets 2020: $238,9682020Assets 2021: $426,935Liabilities 2021: $93,326Net Assets 2021: $333,6092021Assets 2022: $275,822Liabilities 2022: $45,566Net Assets 2022: $230,2562022Assets 2023: $353,747Liabilities 2023: $43,890Net Assets 2023: $309,8572023Assets 2024: $369,932Liabilities 2024: $61,705Net Assets 2024: $308,2272024

Highlighted filing

2023

Assets$353,747
Liabilities$43,890
Net Assets$309,857
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $376,485Expenses 2014: $356,785Net Income 2014: $19,7002014Revenue 2015: $279,813Expenses 2015: $389,355Net Income 2015: -$109,5422015Revenue 2016: $504,218Expenses 2016: $358,431Net Income 2016: $145,7872016Revenue 2017: $464,666Expenses 2017: $498,303Net Income 2017: -$33,6372017Revenue 2018: $539,072Expenses 2018: $515,016Net Income 2018: $24,0562018Revenue 2019: $562,971Expenses 2019: $537,232Net Income 2019: $25,7392019Revenue 2020: $561,093Expenses 2020: $530,031Net Income 2020: $31,0622020Revenue 2021: $624,242Expenses 2021: $529,601Net Income 2021: $94,6412021Revenue 2022: $552,887Expenses 2022: $656,240Net Income 2022: -$103,3532022Revenue 2023: $692,111Expenses 2023: $612,510Net Income 2023: $79,6012023Revenue 2024: $626,233Expenses 2024: $627,863Net Income 2024: -$1,6302024

Highlighted filing

2023

Revenue$692,111
Expenses$612,510
Net Income$79,601
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 19, 2023
Return Version
2022v5.0
Gross Receipts
$754,932
Mission and Program Overview

Mission

Education of students age 5 to 18 with moderate to severe developmental disabilities. Our mission is to support students in discovering their unique abilities so they may develop independence to their maximum potential, allowing them to live life to the fullest.

Education of students age 5 to 18 with moderate/severe developmental disabilities. Our mission is to support students in developing independence, which may allow them to live life to the fullest.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$230,256$309,857▲ $79,601
Investments Other Securities-$146,052-
Cash and Non-Interest-Bearing Accounts$170,001$119,823▼ $50,178
Savings and Temporary Cash Investments$62,892$43,990▼ $18,902
Land, Buildings, and Equipment, Net$37,531$34,566▼ $2,965
Accounts Receivable$796$4,725▲ $3,929
Total Assets$275,822$353,747▲ $77,925
Other Assets Total$4,602$4,591▼ $11
Liabilities
Deferred Revenue$43,392$38,500▼ $4,892
Other Liabilities$2,174$5,390▲ $3,216
Total Liabilities$45,566$43,890▼ $1,676
Net Assets / Fund Balance
Total Net Assets Fund Balance$230,256$309,857▲ $79,601
Total Liabilities and Net Assets / Fund Balance$275,822$353,747▲ $77,925

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$34,566$67,881$102,447
Other Securities$146,052--
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Eric McconnellPresident
ABIGAIL O'NEIL SOURYALBoard Member
Carla AustinBoard Member
Emily FroeseBoard Member
Grant LaceyBoard Member
Jill AndreasBoard Member
R Stephen FolsonBoard Member
Ruth FarrarBoard Member
Bies VanbesienLegacy Board
Mark MundyLegacy Board
Renita SmithAsst. Secret
Barbara TontiAsst. Treasu
Heather WelkerExecutive Di
Hunter LaceyMarketing
Lori MyersParent Liais
Lauren BeisteguiSecretary
Adam GainTreasurer
Scott SimariVP&fund Deve
Revenue and Support

Revenue Composition

Contributions and Grants
$420,350
Program Service Revenue
$255,983
Investment Income
$1,187
Other Revenue
$14,591
All Other Contributions
$404,850
Change in Net Assets
$79,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$418,408
Other Expenses$194,102
Total Fundraising Expense$28,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$288,650$44,877$28,569$362,096
Other Employee Benefits$56,312--$56,312
Occupancy$54,289--$54,289
All Other Expenses$22,362--$22,362
Other Expenses$19,391$1,554-$19,391
Office Expenses$18,142--$18,142
Depreciation Depletion$2,965--$2,965
Fees for Services Accounting-$2,200-$2,200
Total Functional Expenses$535,310$48,631$28,569$612,510
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,412
Fundraising Direct Expenses$62,821
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$92,912$77,412$62,821$14,591
Total Events$92,912$77,412$62,821$14,591
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
CHASE INK:CREDIT CARD (3672) MYERS$9,471
CHASE INK:CREDIT CARD (2820) WELKER$-4,081
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Steve folsom and jill andreas business relationship”

Form 990, Page 6, Part VI, Line 11B

“The form 990 was reviewed by the treasurer of the board and a copy was sent to each board member and discussed prior to filing the return with the irs.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
CHASE'S PLACE INC
EIN
32-0065355
Phone
9722432676
Address
620 N COIT RD SUITE 2176, RICHARDSON, TX 75080

Signing Officer

Name
Lori Myers
Title
Parent Liaison
Phone
9722432676
Signed
2023-12-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Myers
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Burds Reed & Mercer Pc
Address
4144 N CENTRAL EXPY STE 1230, DALLAS, TX 75204
Preparer
Matthew a Tharp
Phone
2142192600
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Education of students age 5 to 18 with moderate to severe developmental disabilities. Our mission is to support students in discovering their unique abilities so they may develop independence to their maximum potential, allowing them to live life to the fullest.”

Form 990, Page 2, Part III, Line 4D

“The primary exempt purpose is to operate a private school for students ages five years to eighteen years with moderate to severe developmental disabilities including mental retardation, pdd/autism, traumatic brain injuries and neurological disorders. The curriculum includes daily living skills, community training, speech, occupational and recreational therapy, as well as traditional academic subjects like reading and math. The school provides a 1:2 staff/student ratio giving each student an optimal amount of individual attention. Students have documented improvements in cognition skills, motor skills, self-help skills and vocational skills. There were ten full time students and seven part-time students during the school year.”

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IRS990/MissionDesc0EDUCATION OF STUDENTS AGE 5 TO 18 WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES. OUR MISSION IS TO SUPPORT STUDENTS IN DISCOVERING THEIR UNIQUE ABILITIES SO THEY MAY DEVELOP INDEPENDENCE TO THEIR MAXIMUM POTENTIAL, ALLOWING THEM TO LIVE LIFE TO THE FULLEST.
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IRS990/OtherExpensesGrp/Desc0THERAPY PROGRAMS:SPEECH T
IRS990/OtherExpensesGrp/Desc1THERAPY PROGRAMS:OCCUPATI
IRS990/OtherExpensesGrp/Desc2GENERAL AND ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc3THERAPY PROGRAMS:ART INST
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IRS990/ProgramServiceRevenueGrp/Desc0TUITION
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE PRIMARY EXEMPT PURPOSE IS TO OPERATE A PRIVATE SCHOOL FOR STUDENTS AGES FIVE YEARS TO EIGHTEEN YEARS WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES INCLUDING MENTAL RETARDATION, PDD/AUTISM, TRAUMATIC BRAIN INJURIES AND NEUROLOGICAL DISORDERS. THE CURRICULUM INCLUDES DAILY LIVING SKILLS, COMMUNITY TRAINING, SPEECH, OCCUPATIONAL AND RECREATIONAL THERAPY, AS WELL AS TRADITIONAL ACADEMIC SUBJECTS LIKE READING AND MATH. THE SCHOOL PROVIDES A 1:2 STAFF/STUDENT RATIO GIVING EACH STUDENT AN OPTIMAL AMOUNT OF INDIVIDUAL ATTENTION. STUDENTS HAVE DOCUMENTED IMPROVEMENTS IN COGNITION SKILLS, MOTOR SKILLS, SELF-HELP SKILLS AND VOCATIONAL SKILLS. THERE WERE TEN FULL TIME STUDENTS AND SEVEN PART-TIME STUDENTS DURING THE SCHOOL YEAR.
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IRS990/PYSalariesCompEmpBnftPaidAmt0472263
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IRS990/PYTotalRevenueAmt0552887
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IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt079601
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-4081
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHASE INK:CREDIT CARD (3672) MYERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CHASE INK:CREDIT CARD (2820) WELKER
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0146052
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BOND RECEIVABLE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0146052
IRS990ScheduleD/TotalLiabilityAmt05390
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES A BROCHURE IN ITS SOLICITATION PROGRAM THAT STATES ITS NON DISCRIMINATION POLICY. THE WEB SITE ALSO STATES ITS NONDISCRIMINATIION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt062821
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt062821
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EDUCATION OF STUDENTS AGE 5 TO 18 WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES. OUR MISSION IS TO SUPPORT STUDENTS IN DISCOVERING THEIR UNIQUE ABILITIES SO THEY MAY DEVELOP INDEPENDENCE TO THEIR MAXIMUM POTENTIAL, ALLOWING THEM TO LIVE LIFE TO THE FULLEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRIMARY EXEMPT PURPOSE IS TO OPERATE A PRIVATE SCHOOL FOR STUDENTS AGES FIVE YEARS TO EIGHTEEN YEARS WITH MODERATE TO SEVERE DEVELOPMENTAL DISABILITIES INCLUDING MENTAL RETARDATION, PDD/AUTISM, TRAUMATIC BRAIN INJURIES AND NEUROLOGICAL DISORDERS. THE CURRICULUM INCLUDES DAILY LIVING SKILLS, COMMUNITY TRAINING, SPEECH, OCCUPATIONAL AND RECREATIONAL THERAPY, AS WELL AS TRADITIONAL ACADEMIC SUBJECTS LIKE READING AND MATH. THE SCHOOL PROVIDES A 1:2 STAFF/STUDENT RATIO GIVING EACH STUDENT AN OPTIMAL AMOUNT OF INDIVIDUAL ATTENTION. STUDENTS HAVE DOCUMENTED IMPROVEMENTS IN COGNITION SKILLS, MOTOR SKILLS, SELF-HELP SKILLS AND VOCATIONAL SKILLS. THERE WERE TEN FULL TIME STUDENTS AND SEVEN PART-TIME STUDENTS DURING THE SCHOOL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEVE FOLSOM AND JILL ANDREAS BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS REVIEWED BY THE TREASURER OF THE BOARD AND A COPY WAS SENT TO EACH BOARD MEMBER AND DISCUSSED PRIOR TO FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TerminateOperationsInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,747
Liabilities
$43,890
Net assets
$309,857
Revenue
$692,111
Expenses
$612,510
Net income
$79,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.62$3.08$6.26$6.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.44$3.10$6.92$6.13$0.80
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.46$2.30$5.53$6.56$1.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.93$3.34$6.24$5.30$0.95
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.75$2.39$5.61$5.30$0.31
2019Detailed filing. Detailed filing data is available for this year.$2.79$0.71$2.08$5.63$5.37$0.26
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.61$1.82$5.39$5.15$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.18$1.58$4.65$4.98$0.34
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$5.04$3.58$1.46
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$2.80$3.89$1.10
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$3.76$3.57$0.20