WAGNER DESCENDANT'S FOUNDATION (EIN 204004517) - 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

2005

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

WAGNER DESCENDANT'S FOUNDATION, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $203K in total revenue in fiscal year 2024. The organization ran a surplus of $125K, a strong 61% operating margin.

Mission

THE FOUNDATION IS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, AND MAINTAIN THE BROAD, CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSE OR FUNCTIONS AS AUTHORIZED BY THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND THE BY-LAWS OF THE FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $203,035

Other Revenue $0

TOTAL REVENUE $203,035

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $8,253

TOTAL EXPENSES $78,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,035	$-16,049	-13.7%
Expenses	$78,253	$8,493	+8.2%
Net Income	$124,782	$-24,542	-6.1%

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

$1,754,940

Total Directors

$1,135,310

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID S ROSEN	TREASURER	0.3	Officer Director	$0	$106,440	$558,732
JAY TCATH	SECRETARY	0.3	Officer Director	$0	$178,512	$576,578
LINDA WAGNER-WEINER	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
ALAN WITT	DIRECTOR - PART YEAR	0.3	Director	$0	$0	$0
ANDREW HOCHBERG	DIRECTOR	0.3	Director	$0	$0	$0
JOYCE WAGNER-CROFT	DIRECTOR	0.3	Director	$0	$0	$0
CLAIRE PEACEMAN	ASSISTANT SECRETARY	0.3	Officer	$0	$14,928	$84,259
ERIC DEVIR	ASSISTANT SECRETARY - PART YEAR	0.3	Officer	$0	$31,170	$170,314
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,475	$365,057
NATHAN WAGNER	PRESIDENT	0.3	Officer	$0	$0	$0
SUSAN WAGNER	ASSISTANT TREASURER	0.3	Officer	$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	$203,035	$78,253	$1,512,357	$124,782
2024	No data	No data	No data	No data
2023	$33,620	$443,309	$1,334,100	$-409,689
2022	$141,542	$335,101	$1,660,897	$-193,559
2021	$116,605	$289,063	$2,124,448	$-172,458
2020	$1,555,526	$24,793	$1,946,954	$1,530,733
2019	$76,629	$5,073	$514,578	$71,556
2018	$124,428	$4,785	$533,343	$119,643

WAGNER DESCENDANT'S FOUNDATION