Elmhurst Heritage Foundation (EIN 363844970) - 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

Phone

6308331457

Tax Period

2024-01-01 to 2024-12-31

Elmhurst Heritage Foundation, founded in 1992, is a small nonprofit in the Arts, Culture & Humanities sector that reported $374K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 71% operating margin.

Mission

The mission of the Elmhurst Heritage Foundation is to stimulate broad-based support for local history, the Elmhurst Historical Museum, and the Churchville Schoolhouse through advocacy, education and fundraising.

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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 $185,155

Program Service Revenue $0

Investment Income $177,204

Other Revenue $12,059

TOTAL REVENUE $374,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,713

Program Expenses $73,066

Other Expenses $110,084

TOTAL EXPENSES $110,084

Year-over-Year Comparison

	2024	2023	Change
Revenue	$374,418	$206,631	+0.8%
Expenses	$110,084	$243,628	-0.5%
Net Income	$264,334	$-36,997	-8.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
George Szczepaniak	President	1.00	Officer Director	$0	$0	$0
Jean B Baker	Vice President	1.00	Officer Director	$0	$0	$0
Nora Baxtrom	Secretary	1.00	Officer Director	$0	$0	$0
John DeVries	Treasurer	1.00	Officer Director	$0	$0	$0
Peggy Babyar	Director	1.00	Director	$0	$0	$0
Rob Butler	Director	1.00	Director	$0	$0	$0
Kelly Carpenter	Director	1.00	Director	$0	$0	$0
Ami ElShareif	Director	1.00	Director	$0	$0	$0
Cathy Jordan	Director	1.00	Director	$0	$0	$0
Michael LoCicero	Director	1.00	Director	$0	$0	$0
Diane Lans-Kautz	Director	1.00	Director	$0	$0	$0
Joyce Slone	Director	1.00	Director	$0	$0	$0
Jake Meding	Director	1.00	Director	$0	$0	$0
Darlene Van Meir	Director	1.00	Director	$0	$0	$0
Ann Palumbo	Director	1.00	Director	$0	$0	$0
Andrea Pkrefke	Director	1.00	Director	$0	$0	$0
Carolyn Recker	Director	1.00	Director	$0	$0	$0
Yeena Yoo	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
2024	$374,418	$110,084	$2,003,721	$264,334
2023	$329,258	$243,628	$1,777,806	$85,630
2022	$164,467	$76,382	$1,692,175	$88,085
2021	$224,384	$63,747	$1,819,323	$160,637
2020	$148,944	$61,678	$1,526,117	$87,266
2019	$140,180	$85,070	$1,366,937	$55,110
2018	$37,298	$59,380	$1,164,826	$-22,082

Elmhurst Heritage Foundation