EPSTEIN WENGER FAMILY SUPPORT FOUN… - 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

1998

Legal Domicile

Phone

3123466700

Tax Period

2024-07-01 to 2025-06-30

EPSTEIN WENGER FAMILY SUPPORT FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $142K in total revenue in fiscal year 2024. Expenses of $136K left a modest 4% surplus.

Mission

THE FOUNDATION WAS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, ENCOURAGE AND MAINTAIN CHARITABLE ACTIVITIES AND VITAL HUMAN AND EDUCATIONAL SERVICES AS AUTHORIZED IN ITS BY-LAWS AND THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO.

Program Service Accomplishments

Program 1

Expenses: $129,000 Revenue: $0

THE FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS, ALL OF WHICH MEET THE GUIDELINES OF THE BY-LAWS OF THE FOUNDATION AND THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO. ALL OF...

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

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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 $142,032

Other Revenue $0

TOTAL REVENUE $142,032

Expense Breakdown

Grants Paid $129,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,000

Other Expenses $7,037

TOTAL EXPENSES $136,037

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,032	$-11,948	-12.9%
Expenses	$136,037	$42,336	+2.2%
Net Income	$5,995	$-54,284	-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

$1,830,994

Total Directors

$1,182,739

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN WENGER	PRESIDENT	0.3	Officer Director	$0	$0	$0
CLAIRE PEACEMAN	SECRETARY	0.3	Officer Director	$0	$14,928	$84,259
DAVID S ROSEN	TREASURER	0.3	Officer Director	$0	$106,440	$558,732
IRA H EPSTEIN	VICE PRESIDENT	0.3	Officer Director	$0	$0	$0
JAMES ROSENBERG	VICE PRESIDENT	0.3	Officer Director	$0	$87,519	$387,451
JULIE ANN SKLAVER	SECRETARY - PART YEAR	0.3	Officer Director	$0	$38,020	$152,297
JAMES A PINKSTON	ASSISTANT TREASURER	0.3	Officer	$0	$56,475	$365,057
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	$142,032	$136,037	$1,081,527	$5,995
2024	$-11,948	$42,336	$1,073,538	$-54,284
2023	$23,516	$6,928	$1,034,027	$16,588
2022	$81,230	$152,478	$1,014,335	$-71,248
2021	$59,350	$38,026	$1,165,565	$21,324
2020	$54,364	$37,176	$995,193	$17,188
2019	$46,578	$127,261	$1,016,063	$-80,683
2018	$99,850	$36,741	$1,044,250	$63,109

EPSTEIN WENGER FAMILY SUPPORT FOUNDATION