Civic Intelligence

Chase Therapies Inc

EIN 47-1485721 • 501(c)3 • South Daytona, FL

Profile

The mission of Chase Therapies Inc is to provide therapeutic support services to children with Autism Spectrum primarily those attending our sister agency The Chase Academy a non-profit private school for children with autism with the goal of supporting TCAs goal of maximizing independence towards assimilation into mainstream society in adulthood.

2400 S Ridgewood Ave Ste 17South Daytona, FL 32119

chasetherapies.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

100th percentile

32.90x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.10x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

37th percentile

-1.3%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$108,290

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

3rd percentile

-95%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

68%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$1,791

Down $31,416 (-95%) from 2023

Liabilities

Down

$58,928

Down $24,203 (-29%) from 2023

Net Assets

Down

-$57,137

Down $7,213 (-14%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin37th percentile

Revenue

Up

$566,706

Up $229,425 (+68%) from 2023

Expenses

Up

$573,919

Up $217,053 (+61%) from 2023

Net Income

Up

-$7,213

Up $12,372 (+63%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0-$50K-$100KAssets 2022: $20,587Liabilities 2022: $50,926Net Assets 2022: -$30,3392022Assets 2023: $33,207Liabilities 2023: $83,131Net Assets 2023: -$49,9242023Assets 2024: $1,791Liabilities 2024: $58,928Net Assets 2024: -$57,1372024

Highlighted filing

2024

Assets$1,791
Liabilities$58,928
Net Assets-$57,137
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2022: $109,422Expenses 2022: $154,844Net Income 2022: -$45,4222022Revenue 2023: $337,281Expenses 2023: $356,866Net Income 2023: -$19,5852023Revenue 2024: $566,706Expenses 2024: $573,919Net Income 2024: -$7,2132024

Highlighted filing

2024

Revenue$566,706
Expenses$573,919
Net Income-$7,213
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,791
Liabilities
$58,928
Net assets
-$57,137
Revenue
$566,706
Expenses
$573,919
Net income
-$7,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.59$0.57$5.67$5.74$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.33$0.83$0.50$3.37$3.57$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.51$0.30$1.09$1.55$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 26, 2025
Return Version
2024v5.1
Gross Receipts
$566,706
Mission and Program Overview

Mission

The mission of Chase Therapies Inc is to provide therapeutic support services to children with Autism Spectrum primarily those attending our sister agency The Chase Academy a non-profit private school for children with autism with the goal of supporting TCAs goal of maximizing independence towards assimilation into mainstream society in adulthood.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,179$1,129▼ $12,050
Accounts Receivable$0$662▲ $662
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Other Assets Total$20,028$0▼ $20,028
Total Assets$33,207$1,791▼ $31,416
Liabilities
Unsecured Notes Loans Payable$77,141$49,984▼ $27,157
Other Liabilities$6,594$9,548▲ $2,954
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Accounts Payable and Accrued Expenses$-604$-604→ $0
Total Liabilities$83,131$58,928▼ $24,203
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-49,924$-57,137▼ $7,213
Total Net Assets Fund Balance$-49,924$-57,137▼ $7,213
Total Liabilities and Net Assets / Fund Balance$33,207$1,791▼ $31,416
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miriam E LundellExecutive DirectorPT$31,254$77,036$108,290
Amy K FilsonProgramming DirectorPT$38,109$65,517$103,626
ChristinaTuckerFT$61,684-$61,684
Natasha BogesClinical Director BCBAFT$31,972-$31,972
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$566,706
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-7,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$536,257
Other Expenses$37,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$327,708$0$0$327,708
Current Officers, Directors, Trustees, and Key Employees$131,765$31,254$0$163,019
Payroll Taxes$0$44,116$0$44,116
Office Expenses$0$16,845$0$16,845
Information Technology$0$7,811$0$7,811
Insurance$0$7,430$0$7,430
Fees for Services Other$0$1,574$0$1,574
Other Employee Benefits$130$1,284$0$1,414
Advertising$0$0$0$1,195
Occupancy$0$500$0$500
Fees for Services Management$0$99$0$99
Total Functional Expenses$461,144$111,580$0$573,919
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 2

“| Employee: Relationship: Employee:| Miriam E Lundell Family Relationship Amy K Filson|”

Part VI, Line 11A

“We give copies of our quarterly budget against actual for each quarter to the board for review. This filing is last minute and the board will receive this document at the upcoming meeting.”

Part VI, Line 12C

“Members annually report vocation and memberships in community organizations and all changes requires notification to the board.”

Part VI, Line 15

“| Name of the Person: The process used to establish compensation of the person who served in:| The year in which this process was last undertaken:| Miriam Lundell Board set the salary prior to having EX Director take over position. 2023|”

Part VI, Line 19

“Listed as "available upon request" on our website; reviewed by board quarterly”

Filing and Contact Details

Filer

Filer Name
Chase Therapies Inc
EIN
47-1485721
In Care Of
% Miriam E Lundell
Phone
3863107879
Address
2400 S RIDGEWOOD AVE STE 17, SOUTH DAYTONA, FL 32119

Signing Officer

Name
Miriam Lundell
Title
Executive Director
Signed
2025-05-26

Organization Details

Formed
2022
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
20
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Miriam E Lundell
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IRS990/ProgramServiceRevenueGrp/BusinessCd0621300
IRS990/ProgramServiceRevenueGrp/BusinessCd1621300
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IRS990/ProgramServiceRevenueGrp/Desc0Offices of other health practitioners
IRS990/ProgramServiceRevenueGrp/Desc1Offices of other health practitioners
IRS990/ProgramServiceRevenueGrp/Desc2Offices of other health practitioners
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IRS990/ProgSrvcAccomActy2Grp/Desc0Individual and Group counseling services offered by a licensed Mental Health Counselor as well as Psycho-social Rehabilitation programming overseen by the LMHC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027669
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt033876
IRS990/ProgSrvcAccomActy3Grp/Desc0Camp offers all services ABA Mental Health Counseling and Psychosocial services to students ages 13-21 all summer long.

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