HILLELS OF ILLINOIS ENDOWMENT FOUNDATION (EIN 364310755) - 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

1999

Legal Domicile

Phone

3123466700

Tax Period

2024-07-01 to 2025-06-30

HILLELS OF ILLINOIS ENDOWMENT FOUNDATION, founded in 1999, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 194% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 86% operating margin.

Mission

THE FOUNDATION WAS ESTABLISHED EXCLUSIVELY FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO, A NOT-FOR-PROFIT ORGANIZATION.

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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 $1,354,939

Program Service Revenue $0

Investment Income $1,227,613

Other Revenue $0

TOTAL REVENUE $2,582,552

Expense Breakdown

Grants Paid $272,468

Salaries & Benefits $0

Fundraising Expenses $17,030

Program Expenses $273,897

Other Expenses $78,228

TOTAL EXPENSES $350,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,582,552	$877,222	+1.9%
Expenses	$350,696	$1,246,479	-0.7%
Net Income	$2,231,856	$-369,257	-7.0%

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

$1,344,725

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE TAYLOR	TREASURER/DIRECTOR	0.3	Officer Director	$0	$0	$0
ILA LEWIS	VICE PRESIDENT/DIRECTOR	0.3	Officer Director	$0	$0	$0
PETER BARACK	PRESIDENT/DIRECTOR	1.0	Officer Director	$0	$0	$0
PHYLLIS TABACHNICK	SECRETARY/DIRECTOR	0.3	Officer Director	$0	$0	$0
SUE RIFAS	Director	0.3	Director	$0	$0	$0
DAVID S ROSEN	ASSISTANT SECRETARY	0.3	Officer	$0	$106,440	$558,732
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,476	$365,058
PETER CHISWICK	ASSISTANT TREASURER	0.3	Officer	$0	$45,504	$283,198
STEVEN A WANDER	ASSISTANT SECRETARY	0.3	Officer	$0	$18,197	$137,737

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	$2,582,552	$350,696	$10,512,246	$2,231,856
2024	$877,222	$1,246,479	$8,793,677	$-369,257
2023	$710,742	$326,539	$8,267,160	$384,203
2022	$1,692,060	$298,094	$7,412,899	$1,393,966
2021	$470,995	$301,973	$7,170,042	$169,022
2020	$1,273,165	$282,602	$5,923,284	$990,563
2019	$1,201,717	$240,447	$5,000,307	$961,270
2018	$493,544	$237,260	$4,036,635	$256,284

HILLELS OF ILLINOIS ENDOWMENT FOUNDATION