The Chicago Community Trust (EIN 362167000) - 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

1915

Legal Domicile

Principal Officer

Andrea Saenz

Phone

3126168000

Tax Period

2023-10-01 to 2024-09-30

THE CHICAGO COMMUNITY TRUST, founded in 1915, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $697.2M in total revenue in fiscal year 2017. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $313.4M, a strong 45% operating margin.

Mission

Provides grants and other resources to improve the community; addresses community challenges; and promotes philanthropy by informing donors about philanthropic opportunities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,122,879,010

Program Service Revenue $0

Investment Income $331,233,509

Other Revenue $1,579,282

TOTAL REVENUE $2,455,691,801

Expense Breakdown

Grants Paid $1,480,832,942

Salaries & Benefits $14,599,752

Fundraising Expenses $3,713,899

Program Expenses $1,495,552,882

Other Expenses $26,099,479

TOTAL EXPENSES $1,521,532,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,455,691,801	$1,536,635,743	+0.6%
Expenses	$1,521,532,173	$1,611,696,826	-0.1%
Net Income	$934,159,628	$-75,061,083	-13.4%

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

157

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

$1,368,288

Total Directors

Key Employees

$299,269

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryan Traubert	Director & Chair (as of 1/24)	1.00	Officer Director	$0	$0	$0
Anne Ladky	Director	1.00	Director	$0	$0	$0
Brett Hart	Director	1.00	Director	$0	$0	$0
Connie Lindsey	Director	1.00	Director	$0	$0	$0
Ethan Meers	Director	1.00	Director	$0	$0	$0
Gretchen Crosby Sims	Director	1.00	Director	$0	$0	$0
Heather Steans	Director	1.00	Director	$0	$0	$0
James Reynolds	Director	1.00	Director	$0	$0	$0
Jesse Ruiz	Director	1.00	Director	$0	$0	$0
Lou Nieto	Director	1.00	Director	$0	$0	$0
Margaret Stineman	Director	1.00	Director	$0	$0	$0
Martin Cabrera Jr	Director	1.00	Director	$0	$0	$0
Omar Duque	Director	1.00	Director	$0	$0	$0
Renetta McCann	Director	1.00	Director	$0	$0	$0
Sandra Micek	Director	1.00	Director	$0	$0	$0
Steven Koch	Director	1.00	Director	$0	$0	$0
Terry Peterson	Director	1.00	Director	$0	$0	$0
Andrea Saenz	President & CEO	38.00	Officer	$596,277	$59,332	$655,609
Jessica Strausbaugh	Chief Financial Officer	37.00	Officer	$322,265	$20,828	$343,093
Amy Pena	General Counsel & Secretary	37.00	Officer	$231,325	$31,891	$263,216
Sylvia Garcia	Chief Operating Officer	40.00	Officer	$99,164	$7,206	$106,370
Lisa Jericho	VP Innovation & Technology	40.00	Key Emp	$249,996	$49,273	$299,269
Clothilde A Ewing	VP Strategic Communications	40.00	Highest	$260,251	$51,311	$311,562
Wendell Williams	Associate VP Talent & Admin	40.00	Highest	$216,656	$29,620	$246,276
Kristin Vogen	Assoc. VP Philanthropic Services	39.00	Highest	$207,344	$38,894	$246,238
Rosa Carrillo	Controller (until 10/23)	40.00	Highest	$199,801	$31,226	$231,027
Jennifer Axelrod	Sr. Director Learning & Impact	40.00	Highest	$189,872	$37,483	$227,355
Peggy Davis	Former VP Community Impact	0.00		$134,492	$3,956	$138,448

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
2024	$2,455,691,801	$1,521,532,173	$6,018,840,318	$934,159,628
2023	$1,536,635,743	$1,611,696,826	$4,528,410,929	$-75,061,083
2022	$1,869,389,592	$1,506,140,398	$4,307,117,777	$363,249,194
2022	$1,869,389,592	$1,506,140,398	$4,307,117,777	$363,249,194
2021	$2,005,272,891	$1,406,260,755	$4,777,238,560	$599,012,136
2020	$862,303,171	$606,459,499	$3,602,504,724	$255,843,672
2019	$564,214,027	$370,211,400	$3,248,271,849	$194,002,627
2018	$697,210,026	$383,775,224	$3,139,290,774	$313,434,802

The Chicago Community Trust