Jane Addams Senior Caucus

🔒

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

1987

Legal Domicile

Principal Officer

Lilly Lerner

Phone

3127872382

Tax Period

2023-07-01 to 2024-06-30

Jane Addams Senior Caucus, founded in 1987, is a small nonprofit in the Human Services sector that reported $223K in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. Expenses of $263K exceeded revenue, resulting in a 18% operating deficit.

Mission

The Organization is a multiracial, grassroots organization led by concerned seniors in the Chicago metropolitan area, and crosses neighborhood, racial, religious, and socioeconomic lines to find common ground upon which to act.

Program Service Accomplishments

Program 1

Expenses: $93,248

Affordable Housing: The Affordable Housing Committee is led by concerned leaders who organize around housing justice with the belief that high quality, safe, accessible, and affordable housing for...

Affordable Housing: The Affordable Housing Committee is led by concerned leaders who organize around housing justice with the belief that high quality, safe, accessible, and affordable housing for seniors, as well as individuals and families, is a human right. Committee members work in senior buildings to form tenant associations and build power to address building condition concerns while also organizing to preserve affordable housing for seniors. The Organization has built power to pass housing policy that reflects its values at the city, state, and national levels.

Program 2

Expenses: $79,452 Revenue: $7,618

HEALTHCARE AND ECONOMIC JUSTICE: THE HEALTHCARE AND ECONOMIC JUSTICE COMMITTEE OF THE ORGANIZATION WORKS ON ISSUES OF RETIREMENT SECURITY, MINIMUM AND LIVING WAGE, AND HEALTHCARE ISSUES...

HEALTHCARE AND ECONOMIC JUSTICE: THE HEALTHCARE AND ECONOMIC JUSTICE COMMITTEE OF THE ORGANIZATION WORKS ON ISSUES OF RETIREMENT SECURITY, MINIMUM AND LIVING WAGE, AND HEALTHCARE ISSUES. HISTORICALLY, THE COMMITTEE ALSO WORKED ON NURSING HOME REFORM AND RAISING THE MINIMUM WAGE FOR CHICAGO WORKERS. THE COMMITTEE ALSO SEEKS TO STRENGTHEN MEDICARE AND PREVENT THE EXPANSION OF MEDICARE PRIVATIZATION.

Program 3

Expenses: $17,589

Civic Engagement and Movement Politics: Voter registration is a critical piece of the Organization's mission. The Organization believes that everyone in its community who is eligible to register to vote should have the opportunity to do so. The Organization's motto is Value your vote, vote your values.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $209,844

Program Service Revenue $7,618

Investment Income $5,312

Other Revenue $2

TOTAL REVENUE $222,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $239,112

Fundraising Expenses $35,491

Program Expenses $198,203

Other Expenses $23,869

TOTAL EXPENSES $262,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,776	$512,979	-0.6%
Expenses	$262,981	$340,117	-0.2%
Net Income	$-40,205	$172,862	-1.2%

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

Volunteers

200

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

$76,990

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lilly Lerner	Executive Dir.	40.00	Officer	$76,990	$0	$76,990
Carmen Betances	Co-Chair	2.00	Officer Director	$0	$0	$0
Mary Ellen Winkelman	Co-Chair	2.00	Officer Director	$0	$0	$0
Wendy Rosen	Treasurer	2.00	Officer Director	$0	$0	$0
Gloria Green	Secretary	2.00	Officer Director	$0	$0	$0
Linda Armitage	Director	1.00	Director	$0	$0	$0
Davetta Brooks	Director	1.00	Director	$0	$0	$0
Dontell Henderson	Director	1.00	Director	$0	$0	$0
Jan Creel	Director	1.00	Director	$0	$0	$0
Diane Davis	Director	1.00	Director	$0	$0	$0
Paul Michael Thomson	Director	1.00	Director	$0	$0	$0
Michele Jackson	Director	1.00	Director	$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	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$222,776	$262,981	$707,347	$-40,205
2023	$512,979	$340,117	$748,745	$172,862
2022	$729,514	$480,050	$582,302	$249,464
2021	$413,537	$483,694	$389,147	$-70,157
2020	$527,974	$429,686	$448,517	$98,288
2019	$443,855	$409,353	$300,432	$34,502