Highland Park Community Foundation (EIN 363819818) - 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

1992

Legal Domicile

Principal Officer

Laurie Levin

Phone

8474334100

Tax Period

2024-01-01 to 2024-12-31

Highland Park Community Foundation, founded in 1992, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. The organization ran a surplus of $252K, a strong 16% operating margin.

Mission

Grants to charitable organizations

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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 $1,329,832

Program Service Revenue $0

Investment Income $228,815

Other Revenue $0

TOTAL REVENUE $1,558,647

Expense Breakdown

Grants Paid $1,025,075

Salaries & Benefits $114,602

Fundraising Expenses $0

Program Expenses $1,025,075

Other Expenses $166,506

TOTAL EXPENSES $1,306,183

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,558,647	$1,580,645	0.0%
Expenses	$1,306,183	$1,424,262	-0.1%
Net Income	$252,464	$156,383	+0.6%

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

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

$106,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alyssa Knobel	Director	1.00	Director	$0	$0	$0
David Reich	Director	1.00	Director	$0	$0	$0
David Israel	Treasurer	1.00	Officer Director	$0	$0	$0
Betsy Brint	Director	1.00	Director	$0	$0	$0
Tami Gilbert	Director	1.00	Director	$0	$0	$0
Julie Kraff	Director	1.00	Director	$0	$0	$0
Jonathan Plotkin	Director	1.00	Director	$0	$0	$0
Craig Leva	Director	1.00	Director	$0	$0	$0
Cookie Anspach Kohn	Director	1.00	Director	$0	$0	$0
Bonnie Mervis	Director	1.00	Director	$0	$0	$0
Jon A Levey	Secretary	1.00	Officer Director	$0	$0	$0
Laurie A Levin	Chairman	2.50	Officer Director	$0	$0	$0
Jean Meadows	Director	1.00	Director	$0	$0	$0
Cere Woods	Director	1.00	Director	$0	$0	$0
Caroline Mead	Director	1.00	Director	$0	$0	$0
Taryn Kessel	Director	1.00	Director	$0	$0	$0
Jamie Strait Muller	Director	1.00	Director	$0	$0	$0
Cristina Mota	Director	1.00	Director	$0	$0	$0
Amy Small	Director	1.00	Director	$0	$0	$0
Eric Ephraim	Vice-Chair	2.00	Officer Director	$0	$0	$0
Bobbie Hinden	Director	1.00	Director	$0	$0	$0
Ashley Kelly	Director	1.00	Director	$0	$0	$0
Terri R Olian	Executive Director	40.00	Officer	$106,458	$0	$106,458

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	No data	No data	No data	No data
2024	$1,558,647	$1,306,183	$7,597,648	$252,464
2023	$1,580,645	$1,424,262	$6,833,031	$156,383
2022	$7,667,491	$6,808,790	$5,984,594	$858,701
2021	$1,130,817	$845,233	$6,032,633	$285,584
2021	$1,130,817	$845,233	$6,032,633	$285,584
2020	$1,004,363	$797,097	$5,300,035	$207,266
2020	$1,004,363	$797,097	$5,300,035	$207,266
2019	$978,185	$657,904	$4,685,316	$320,281
2018	$439,008	$324,298	$3,799,938	$114,710

Highland Park Community Foundation