Chicago Chapter NSDAR (EIN 366086058) - 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

1891

Legal Domicile

Principal Officer

Erica Fornari

Phone

3129619816

Tax Period

2023-01-01 to 2023-12-31

Chicago Chapter NSDAR, founded in 1891, is a micro nonprofit that reported $57K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $63K exceeded revenue, resulting in a 11% operating deficit.

Mission

The objectives of Chicago Chapter, NSDAR are promoting historic preservation, education, and patriotism.

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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 (2023)

Revenue Breakdown

Contributions & Grants $28,723

Program Service Revenue $4,034

Investment Income $22,910

Other Revenue $1,281

TOTAL REVENUE $56,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,173

Other Expenses $63,276

TOTAL EXPENSES $63,276

Year-over-Year Comparison

	2023	2022	Change
Revenue	$56,948	$51,338	+0.1%
Expenses	$63,276	$52,283	+0.2%
Net Income	$-6,328	$-945	+5.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erica Fornari	Regent	1.50	Officer	$0	$0	$0
Caroline Heintzelman	1st Vice Regent	1.00	Officer	$0	$0	$0
Lisa Fox	2nd Vice Regent	1.50	Officer	$0	$0	$0
Pauline Pawlik	Chaplain	0.50	Officer	$0	$0	$0
Peggy Becker	Recording Secretary	1.50	Officer	$0	$0	$0
Lucy Kron	Corresponding Secretary	1.50	Officer	$0	$0	$0
Vicki Sayre	Treasurer	2.00	Officer	$0	$0	$0
Kathleen Cardoza	Registrar	2.00	Officer	$0	$0	$0
Allyson Lang	Librarian	1.00	Officer	$0	$0	$0
Ann Hampton	Historian	1.50	Officer	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$56,948	$63,276	$698,977	$-6,328
2022	$51,338	$52,283	$611,813	$-945
2021	$45,823	$64,524	$772,219	$-18,701
2020	$36,038	$44,805	$702,295	$-8,767

Chicago Chapter NSDAR