CHARLES & AUDREY DANN CHARITABLE FOUNDATION (EIN 364018189) - 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

1996

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

CHARLES & AUDREY DANN CHARITABLE FOUNDATION, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $200K in total revenue in fiscal year 2024. Expenses of $179K left a modest 10% surplus.

Mission

THE FOUNDATION IS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, ENCOURAGE, AND MAINTAIN THE BROAD CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND THE FOUNDATION AS AUTHORIZED IN THEIR BY-LAWS.

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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 $200,070

Other Revenue $0

TOTAL REVENUE $200,070

Expense Breakdown

Grants Paid $171,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,200

Other Expenses $8,059

TOTAL EXPENSES $179,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,070	$-19,077	-11.5%
Expenses	$179,259	$195,915	-0.1%
Net Income	$20,811	$-214,992	-1.1%

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

$1,762,617

Total Directors

$1,397,560

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID S ROSEN	TREASURER	0.3	Officer Director	$0	$106,440	$558,732
ERIC DEVIR	SECRETARY	0.3	Officer Director	$0	$31,170	$170,314
JULIE DANN SCHNEIDER	PRESIDENT	0.3	Officer Director	$0	$0	$0
LONNIE NASATIR	VICE PRESIDENT	0.3	Officer Director	$0	$77,261	$668,514
ROBERT DANN	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
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	$200,070	$179,259	$1,398,299	$20,811
2024	$-19,077	$195,915	$1,463,022	$-214,992
2023	$35,928	$180,205	$1,506,927	$-144,277
2022	$129,726	$235,553	$1,559,697	$-105,827
2021	$100,071	$186,266	$1,919,822	$-86,195
2020	$95,839	$185,960	$1,693,887	$-90,121
2019	$83,633	$151,848	$1,792,646	$-68,215
2018	$182,488	$141,945	$1,879,617	$40,543

CHARLES & AUDREY DANN CHARITABLE FOUNDATION