HELENE DIAMOND & JORDE NATHAN FAMI… - Form 990 Financial Data

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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

1997

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

HELENE DIAMOND & JORDE NATHAN FAMILY FOUNDATION, founded in 1997, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $59K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $69K exceeded revenue, resulting in a 18% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $48,016 Revenue: $0

THE FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS WHICH ARE TAX EXEMPT UNDER THE IRC SECTION 501(C)(3) AND MEET THE GUIDELINES OF THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO...

THE FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS WHICH ARE TAX EXEMPT UNDER THE IRC SECTION 501(C)(3) AND MEET THE GUIDELINES OF THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO 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 $58,667

Other Revenue $0

TOTAL REVENUE $58,667

Expense Breakdown

Grants Paid $48,016

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,016

Other Expenses $21,252

TOTAL EXPENSES $69,268

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,667	$64,210	-0.1%
Expenses	$69,268	$91,673	-0.2%
Net Income	$-10,601	$-27,463	-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

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

$2,027,798

Total Directors

$1,227,246

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
HELENE DIAMOND	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
JORDE NATHAN	PRESIDENT	0.3	Officer Director	$0	$0	$0
LONNIE NASATIR	SECRETARY	0.3	Officer Director	$0	$77,261	$668,514
MAX ROBERT SCHRAYER II	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,475	$365,057
JULIE ANN SKLAVER	ASSISTANT SECRETARY	0.3	Officer	$0	$38,020	$152,297
PETER CHISWICK	ASSISTANT TREASURER	0.3	Officer	$0	$45,504	$283,198

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	$58,667	$69,268	$2,541,601	$-10,601
2024	$64,210	$91,673	$2,346,198	$-27,463
2023	$23,978	$154,311	$2,162,366	$-130,333
2022	$347,834	$118,858	$2,008,399	$228,976
2021	$62,677	$96,769	$2,135,970	$-34,092
2020	$28,587	$41,636	$1,602,846	$-13,049
2019	$299,388	$360,798	$1,716,662	$-61,410
2018	$100,897	$52,918	$1,452,283	$47,979

HELENE DIAMOND & JORDE NATHAN FAMILY FOUNDATION