Chapel Haven Endowment INC EIN 26-2242797

Chapel Haven Endowment INC

EIN  26-2242797 Supporting organization New Haven, CT
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Manages investments to ensure long-term financial stability and fund operations.
Leadership
Tom O'Neil · Chairperson
Money in and out
$410K revenue, $607K expenses
Bottom line
-48% net inflow

Manages investments to ensure long-term financial stability and fund operations. For fiscal year 2025 it reported $410K in revenue, $607K in expenses, and $10.8M in net assets.Pt I

Money in and out · FY2025
Total revenue
$410K
Pt VIII · Ln 12
Total expenses
$607K
Pt IX · Ln 25
Net assets
$10.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$197K
Where spending went · Part IX cols B–D
Program services $0.99 Management & general $0.01
Net inflow
-48%
revenue over expenses, this year▲ +63% vs prior filing year
Pass-through gifts
46%
of revenue from contributions▲ +43% vs prior filing year
Program spending
99%
of expenses reach stated programs0% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$410K
FY2025▲ +57%
Expenses
$607K
FY20250%
Total assets
$14.9M
FY2025▲ +3%
Total liabilities
$4.2M
FY2025▲ +6%
Total revenue
$410K
Pt VIII · Ln 12
Total expenses
$607K
Pt IX · Ln 25
Net assets
$10.8M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$197K
Total assetsPt X · Ln 16$14.9M
Program-expense ratioPt IX · col B99%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413
Mission & Programs · Part III

Where the work happens

1 program service account for $604K of program spending, described in the organization's own filed words · FY2024.
01

The organization manages and distributes assets for the benefit of chapel haven schleifer center, inc.

$604Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CChapel Haven Endowment INC
EINHdr · item D26-2242797
Principal addressHdr · item CNew Haven, CT
WebsiteHdr · item Jwww.chapelhaven.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFReligion (X11)
Ruling yearIRS BMFJun 2008

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a13
Independent voting membersPt VI · Ln 1b13
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Chairperson
$0Pt VII · Sec A
Vice Chairperson
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Investment income$220K · 54%
Contributions & grants$190K · 46%
Investment income54%$220K
Contributions & grants46%$190K
Total revenueLn 12$410K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.99 Management & general $0.01
Program services99%$604K
Management & general1%$3K
Total functional expensesLn 25$607K

Balance Sheet

Part X · end of year
CashLn 1$4.1M
Total assetsLn 16$14.9M
Total liabilitiesLn 26$4.2M
Total net assetsLn 32$10.8M
Months of cash on handcomputed81.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $12.7M · Operating expenses (Pt IX) $607K · Less non-cash grants $200K · Cash operating expenses/yr $407K
375.9 months
Where the money goes
Program services
Program services $604K · Total expenses $607K
99%
Management & General
Management & general $3K · Total expenses $607K
1%
Fundraising
Fundraising $0 · Total expenses $607K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $33 · Solicited contributions (3-yr avg) $1.1M
$0.00 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $190K · Total revenue $410K
46%
Government reliance
Government grants — · Total revenue $410K
Earned-income share
Program service revenue $0 · Total revenue $410K
0%
Investment reliance
Investment income $220K · Total revenue $410K
+54%
Program self-sufficiency
Program service revenue $0 · Total expenses $607K
0%
Growth & trend
Revenue growth (YoY)
This year $410K · Prior year $262K
+57%
Revenue CAGR
FY2019 $432K · FY2024 $410K
-1%
Net-asset trend (YoY)
End of year $10.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $410K · Expenses $607K
-48%
Liabilities-to-Assets
Total liabilities — · Total assets $14.9M
Net-asset ratio
Net assets $10.8M · Total assets $14.9M
72%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $8.6M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $14.9M
58%
People & payroll
Highest Reported Total Compensation
Individual Tom O'Neil · Reported title CHAIRPERSON · Highest reported compensation $0 · Total expenses $607K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $607K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 99%
Overhead ratio 1%
Fundraising cost ratio 0%
Revenue growth 57%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$507K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$410K revenue · viewing · ⤓ 990 PDF
FY2024$262K revenue · ⤓ 990 PDF
FY2023$3.0M revenue · ⤓ 990 PDF
FY2022$62K revenue · ⤓ 990 PDF
FY2021$108K revenue · ⤓ 990 PDF
FY2020$432K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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