TAMAR & JONATHAN KOSCHITZKY FAMILY FOUNDATION (EIN 300149723) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

TAMAR & JONATHAN KOSCHITZKY FAMILY FOUNDATION, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2024. The organization ran a surplus of $622K, a strong 36% operating margin.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,425,619

Program Service Revenue $0

Investment Income $279,721

Other Revenue $0

TOTAL REVENUE $1,705,340

Expense Breakdown

Grants Paid $1,004,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,004,500

Other Expenses $78,848

TOTAL EXPENSES $1,083,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,705,340	$1,694,324	+0.0%
Expenses	$1,083,348	$914,096	+0.2%
Net Income	$621,992	$780,228	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,094,103

Total Directors

$729,046

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
ERIC DEVIR	SECRETARY	0.3	Officer Director	$0	$31,170	$170,314
JONATHAN KOSCHITZKY	PRESIDENT	0.3	Officer Director	$0	$0	$0
TAMAR KOSCHITZKY RUBENSTEIN	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
ANDREW D LAPPIN	DIRECTOR	0.3	Director	$0	$0	$0
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,475	$365,057

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	$1,705,340	$1,083,348	$22,438,875	$621,992
2024	$1,694,324	$914,096	$19,648,521	$780,228
2023	$1,800,160	$1,134,266	$16,499,410	$665,894
2022	$1,025,862	$515,775	$13,673,114	$510,087
2021	$988,791	$791,846	$15,150,906	$196,945
2020	$1,425,138	$303,985	$13,012,730	$1,121,153
2019	$1,028,654	$8,985	$11,599,996	$1,019,669
2018	$260,230	$1,010,150	$9,928,319	$-749,920

TAMAR & JONATHAN KOSCHITZKY FAMILY FOUNDATION