BLS FAMILY FOUNDATION (EIN 364420871) - 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

2001

Legal Domicile

Phone

3123574790

Tax Period

2024-07-01 to 2025-06-30

BLS FAMILY FOUNDATION, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $327K in total revenue in fiscal year 2024. Expenses of $897K exceeded revenue, resulting in a 174% operating deficit.

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.

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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 $326,825

Other Revenue $0

TOTAL REVENUE $326,825

Expense Breakdown

Grants Paid $885,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $885,000

Other Expenses $11,650

TOTAL EXPENSES $896,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,825	$-35,265	-10.3%
Expenses	$896,650	$579,103	+0.5%
Net Income	$-569,825	$-614,368	-0.1%

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

$1,602,221

Total Directors

$783,652

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE LOVITT	PRESIDENT	0.3	Officer Director	$0	$0	$0
DAVID S ROSEN	TREASURER	0.3	Officer Director	$0	$106,440	$558,732
ELLEN CARMELL	SECRETARY	0.3	Officer Director	$0	$45,919	$224,920
ERIC DEVIR	ASSISTANT SECRETARY	0.3	Officer	$0	$31,170	$170,314
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	$326,825	$896,650	$1,904,889	$-569,825
2024	$-35,265	$579,103	$2,435,467	$-614,368
2023	$66,443	$413,797	$2,667,673	$-347,354
2022	$449,355	$391,346	$3,150,774	$58,009
2021	$329,715	$270,719	$3,543,926	$58,996
2020	$158,311	$269,988	$2,811,041	$-111,677
2019	$436,514	$136,753	$2,912,202	$299,761
2018	$699,858	$254,991	$2,669,522	$444,867

BLS FAMILY FOUNDATION