THE SWARTZBERGZOLLER FAMILY FOUNDATION (EIN 363864416) - 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

1995

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

THE SWARTZBERGZOLLER FAMILY FOUNDATION, founded in 1995, is a small nonprofit that reported $874K in total revenue in fiscal year 2024. The organization ran a surplus of $562K, a strong 64% operating margin.

Mission

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

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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 $0

Program Service Revenue $0

Investment Income $873,915

Other Revenue $0

TOTAL REVENUE $873,915

Expense Breakdown

Grants Paid $287,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $287,600

Other Expenses $23,913

TOTAL EXPENSES $311,513

Year-over-Year Comparison

	2024	2023	Change
Revenue	$873,915	$-71,153	-13.3%
Expenses	$311,513	$376,474	-0.2%
Net Income	$562,402	$-447,627	-2.3%

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

$1,288,144

Total Directors

$838,828

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ZOLLER	PRESIDENT	0.3	Officer Director	$0	$0	$0
ERIC DEVIR	VICE PRESIDENT	0.3	Officer Director	$0	$31,170	$170,314
LONNIE NASATIR	TREASURER	0.3	Officer Director	$0	$77,261	$668,514
MAX ROBERT SCHRAYER II	SECRETARY	0.3	Officer Director	$0	$0	$0
MICHAEL ZOLLER	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
CLAIRE PEACEMAN	ASSISTANT SECRETARY	0.3	Officer	$0	$14,928	$84,259
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	$873,915	$311,513	$6,612,768	$562,402
2024	No data	No data	No data	No data
2023	$139,253	$360,526	$6,116,401	$-221,273
2022	$482,102	$317,061	$5,975,524	$165,041
2021	$349,124	$365,179	$6,848,401	$-16,055
2020	$319,054	$401,979	$5,795,851	$-82,925
2019	$272,170	$465,077	$5,940,825	$-192,907
2018	$587,739	$347,032	$6,140,114	$240,707

THE SWARTZBERGZOLLER FAMILY FOUNDATION