FIRST LOOK FOR CHARITY FOUNDATION (EIN 260092209) - 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

2004

Legal Domicile

Principal Officer

JENNIFER MORAND

Phone

6304952282

Tax Period

2024-07-01 to 2025-06-30

FIRST LOOK FOR CHARITY FOUNDATION, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

THE ORGANIZATION CONDUCTS THE FIRST LOOK FOR CHARITY EVENT HELD PRIOR TO THE ANNUAL CHICAGO AUTO SHOW. THE FUNDS RAISED AT THE EVENT ARE DISTRIBUTED TO VARIOUS 501(C)(3) ORGANIZATIONS IN THE CHICAGO AREA.

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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 $2,648,017

Program Service Revenue $0

Investment Income $10

Other Revenue $-472,538

TOTAL REVENUE $2,175,489

Expense Breakdown

Grants Paid $2,175,489

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,175,489

Other Expenses $0

TOTAL EXPENSES $2,175,489

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,175,489	$2,400,458	-0.1%
Expenses	$2,175,489	$2,400,458	-0.1%
Net Income	$0	$0	N/A

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

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

$525,382

Total Directors

$523,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN C PHELAN III	DIRECTOR	1.00	Director	$0	$0	$62,000
DAN MARQUARDT	DIRECTOR	1.00	Director	$0	$0	$41,500
JASON ROBERTS	CHAIRMAN	1.00	Director	$0	$0	$48,000
RYAN KELLY	VICE CHAIRMAN	1.00	Director	$0	$0	$48,000
RICHARD WICKSTROM	DIRECTOR	1.00	Director	$0	$0	$32,500
FRED MARKS	DIRECTOR	1.00	Director	$0	$0	$38,500
KELLY WEBB ROBERTS	DIRECTOR	1.00	Director	$0	$0	$52,000
JOHN CRANE	DIRECTOR	1.00	Director	$0	$0	$40,000
DAN HELLER	DIRECTOR	1.00	Director	$0	$0	$31,000
STEVE PHILLIPOS	SECRETARY/TREASURER	1.00	Director	$0	$0	$48,000
EMIR ABINION	DIRECTOR	1.00	Director	$0	$0	$40,000
JERRY HAGGERTY	DIRECTOR	1.00	Director	$0	$0	$41,500
CHRISTOPHER KONECKI	EXECUTIVE VP	1.00	Officer	$0	$6,927	$237,842
JENNIFER MORAND	PRESIDENT	1.00	Officer	$0	$8,375	$287,540

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	$2,175,489	$2,175,489	$25,981	No data
2024	$2,400,458	$2,400,458	$94,133	No data
2023	$2,365,593	$2,365,593	$25,202	No data
2022	$1,505,886	$1,505,886	$20,984	No data
2020	$3,431,989	$3,431,989	$98,559	No data
2019	$3,446,836	$3,446,836	$71,397	No data

FIRST LOOK FOR CHARITY FOUNDATION