CHICAGO TEACHERS UNION FOUNDATION INC (EIN 237076885) - 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

1969

Legal Domicile

Principal Officer

STACY DAVIS GATES

Phone

3123299100

Tax Period

2024-07-01 to 2025-06-30

CHICAGO TEACHERS UNION FOUNDATION INC, founded in 1969, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $4.3M exceeded revenue, resulting in a 74% operating deficit.

Mission

THE FOUNDATION'S CIVIC & CHARITABLE PURPOSES INCLUDE THE FOLLOWING; SUPPORT OF PROJECTS PROGRAMS, COMMUNITY ORGANIZATIONS AND OTHER NOT-FOR-PROFIT ORGANIZATIONS THAT PROVIDE SERVICES TO IMPROVE AND ASSIST PUBLIC SCHOOLS, TEACHERS AND THEIR DEPENDENTS AND RETIRED TEACHERS, INCLUDING FINANCIAL ASSISTANCE FOR ELIGIBLE ELDERLY AND RETIRED CHICAGO PUBLIC SCHOOL TEACHERS.

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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 $1,000,555

Program Service Revenue $0

Investment Income $385,577

Other Revenue $1,071,898

TOTAL REVENUE $2,458,030

Expense Breakdown

Grants Paid $8,540

Salaries & Benefits $1,249,127

Fundraising Expenses $0

Program Expenses $924,596

Other Expenses $3,026,456

TOTAL EXPENSES $4,284,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,458,030	$3,543,373	-0.3%
Expenses	$4,284,123	$3,589,901	+0.2%
Net Income	$-1,826,093	$-46,528	+38.2%

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

N/A

Employees

Volunteers

N/A

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

$767,966

Total Directors

$767,966

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACY DAVIS-GATES	PRESIDENT	0.30	Officer Director	$0	$49,986	$218,586
CHRISTEL WILLIAMS	RECORDING SECRETARY	0.30	Officer Director	$0	$36,315	$187,419
JACKSON POTTER	VICE PRESIDENT	0.30	Officer Director	$0	$36,504	$174,856
MARIA T MORENO	FINANCIAL SECRETARY	0.30	Officer Director	$0	$29,530	$187,105
ERIC LATTYAK	CHIEF ENGINEER	40.00	Highest	$156,562	$27,892	$184,454
CHARISE BENNETT	DIRECTOR OF OPERATIONS	40.00	Highest	$102,197	$12,310	$114,507

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	$2,458,030	$4,284,123	$41,748,148	$-1,826,093
2024	No data	No data	No data	No data
2023	$3,639,299	$3,624,296	$43,922,831	$15,003
2022	$3,638,783	$4,694,434	$44,201,658	$-1,055,651
2021	$3,853,581	$4,850,360	$46,537,468	$-996,779
2020	$4,260,670	$5,130,173	$46,178,618	$-869,503
2019	$4,286,676	$6,269,626	$50,275,253	$-1,982,950
2018	$4,048,930	$6,594,030	$52,390,462	$-2,545,100
2018	$4,048,930	$6,351,664	$52,632,828	$-2,302,734

CHICAGO TEACHERS UNION FOUNDATION INC