JOLIET GRADE SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 134266560) - 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

2003

Legal Domicile

Principal Officer

ROBERT DIEDRICH

Phone

8157403196

Tax Period

2024-01-01 to 2024-12-31

JOLIET GRADE SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE, founded in 2003, is a small nonprofit in the Education sector that reported $126K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 48% operating margin.

Mission

TO PROVIDE FINANCIAL AND OTHER RESOURCES TO BE USED FOR PROGRAMS AND PROJECTS WHICH ENHANCE OR SUPPLEMENT THE EDUCATION OF STUDENTS OF SCHOOL DISTRICT #86.

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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 (2024)

Revenue Breakdown

Contributions & Grants $55,729

Program Service Revenue $0

Investment Income $70,931

Other Revenue $-1,061

TOTAL REVENUE $125,599

Expense Breakdown

Grants Paid $45,065

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,065

Other Expenses $20,581

TOTAL EXPENSES $65,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,599	$86,362	+0.5%
Expenses	$65,646	$70,735	-0.1%
Net Income	$59,953	$15,627	+2.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT DIEDRICH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DONNIE CHESTNUTT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID PATTON	TREASURER	1.00	Officer Director	$0	$0	$0
PATRICIA ULLOA-GUZMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
QUINN ADAMOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
SHARON ASHER	DIRECTOR	1.00	Director	$0	$0	$0
BILL BENOIT	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL BRANDOLINO	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
GERALD LUNDEEN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PRITZ	DIRECTOR	1.00	Director	$0	$0	$0
DR THERESA ROUSE	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SOSSONG	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN STUBLER	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
GWENDOLYN ULMER	DIRECTOR	1.00	Director	$0	$0	$0
SANDY ZALEWSKI	DIRECTOR	3.00	Director	$0	$0	$0
DEBORAH ZIECH	DIRECTOR	1.00	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	$125,599	$65,646	$1,405,431	$59,953
2023	$86,362	$70,735	$1,313,849	$15,627
2022	$-52,558	$37,681	$1,246,835	$-90,239
2021	$114,939	$12,497	$1,432,333	$102,442
2020	$80,139	$21,029	$1,381,901	$59,110
2019	$171,987	$34,224	$1,238,493	$137,763
2018	$67,515	$34,051	$1,100,658	$33,464

JOLIET GRADE SCHOOLS FOUNDATION FOR EDUCATIONAL EXCELLENCE