EVANSTONSKOKIE DISTRICT 65 EDUCATIONAL FOUNDATION (FOUNDATION 65) (EIN 364003165) - 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

1994

Legal Domicile

Principal Officer

ALISON FINKEL

Phone

8476377193

Tax Period

2023-07-01 to 2024-06-30

EVANSTONSKOKIE DISTRICT 65 EDUCATIONAL FOUNDATION (FOUNDATION 65), founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $268K in total revenue in fiscal year 2023. Expenses of $343K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO FUND INNOVATIVE PROGRAMS AND PROJECTS THAT BENEFIT THE STUDENTS OF EVANSTON/SKOKIE DISTRICT 65.

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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 $265,956

Program Service Revenue $0

Investment Income $8,465

Other Revenue $-6,690

TOTAL REVENUE $267,731

Expense Breakdown

Grants Paid $82,394

Salaries & Benefits $106,538

Fundraising Expenses $48,922

Program Expenses $247,468

Other Expenses $154,000

TOTAL EXPENSES $342,932

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,731	$249,713	+0.1%
Expenses	$342,932	$282,809	+0.2%
Net Income	$-75,201	$-33,096	+1.3%

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

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

$95,191

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE BROWNLEE	DIRECTOR	2.00	Director	$0	$0	$0
HILARY CONKLIN	DIRECTOR	2.00	Director	$0	$0	$0
TIFFANY CHAN	DIRECTOR	2.00	Director	$0	$0	$0
SHAWNTAY CUNNINGHAM	TREASURER	2.00	Officer Director	$0	$0	$0
ANGELA EDWARDS-CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
ALISON FINKEL	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANITA GEEVARGHESE	DIRECTOR	2.00	Director	$0	$0	$0
RUSS JOSEPH	DIRECTOR	2.00	Director	$0	$0	$0
PAULA MALDONADO	DIRECTOR	2.00	Director	$0	$0	$0
CONRAD MOSELEY	DIRECTOR	2.00	Director	$0	$0	$0
DORINA RASMUSSEN	DIRECTOR	2.00	Director	$0	$0	$0
DIANA SHEEHAN	EXECUTIVE VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
EMILY ZAREFSKY	DIRECTOR	2.00	Director	$0	$0	$0
ALECIA WARTOWSKI	EXECUTIVE DIRECTOR	40.00	Officer	$93,850	$1,341	$95,191

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
2024	$267,731	$342,932	$553,706	$-75,201
2023	$249,713	$282,809	$631,107	$-33,096
2022	$291,297	$322,345	$661,860	$-31,048
2021	$571,492	$306,782	$692,908	$264,710
2020	$421,635	$333,880	$428,198	$87,755

EVANSTONSKOKIE DISTRICT 65 EDUCATIONAL FOUNDATION (FOUNDATION 65)