Chicago Engineers' Foundation of the Union League Club (EIN 366109433) - 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

1963

Legal Domicile

Principal Officer

DEBBIE BIRRELL

Tax Period

2023-07-01 to 2024-06-30

Chicago Engineers' Foundation of the Union League Club, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $216K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $202K left a modest 6% surplus.

Mission

Scholarship grants to engineering students and community outreach programs to promote students to pursue an engineering career

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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 $184,328

Program Service Revenue $6,990

Investment Income $17,629

Other Revenue $6,875

TOTAL REVENUE $215,822

Expense Breakdown

Grants Paid $114,400

Salaries & Benefits $43,657

Fundraising Expenses $15,955

Program Expenses $165,215

Other Expenses $44,341

TOTAL EXPENSES $202,398

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,822	$194,317	+0.1%
Expenses	$202,398	$179,403	+0.1%
Net Income	$13,424	$14,914	-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

Volunteers

N/A

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

$39,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE BIRRELL	Executive Director	40.00	Key Emp	$39,000	$0	$39,000
SHARON HARMSWORTH	President	3.000	Director	$0	$0	$0
ANDREW LEVENFELD	1st VP	2.000	Director	$0	$0	$0
MADISON KNOBLOCH	2nd VP	2.000	Director	$0	$0	$0
JENNIFER KUETHER	Secretary	N/A	Director	$0	$0	$0
JOHN LISTON	Treasurer	2.000	Director	$0	$0	$0
PAUL JUETTNER	General Counsel	1.000	Director	$0	$0	$0
MICHAEL DRISCOLL	Past President	1.000	Director	$0	$0	$0
JOE AVRAM	Director	1.000	Director	$0	$0	$0
KEVIN BANKS	Director	1.000	Director	$0	$0	$0
TOM BEEBE	Director	1.000	Director	$0	$0	$0
SID BENNETT	Director	1.000	Director	$0	$0	$0
ERIC CEMPEL	Director	1.000	Director	$0	$0	$0
VICTOR CUETO	Director	1.000	Director	$0	$0	$0
TOM DEGROH	Director	1.000	Director	$0	$0	$0
BRIAN GOLDMAN	Director	1.000	Director	$0	$0	$0
DEBORAH HODGES	Director	1.000	Director	$0	$0	$0
LISA KENNEDY	Director	1.000	Director	$0	$0	$0
MICHAEL J LEV	Director	1.000	Director	$0	$0	$0
VIRGINIA MCGANN	Director	1.000	Director	$0	$0	$0
UCHENNA NGWE	Director	1.000	Director	$0	$0	$0
AMY SEGAMI	Director	1.000	Director	$0	$0	$0
STEVEN SMUTNY	Director	1.000	Director	$0	$0	$0
GEORGE THOMAS	Director	1.000	Director	$0	$0	$0
JAMES B TRELEAVEN	Director	1.000	Director	$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
2025	No data	No data	No data	No data
2024	$215,822	$202,398	$447,169	$13,424
2023	$194,317	$179,403	$424,619	$14,914
2022	$216,206	$164,509	$419,627	$51,697

Chicago Engineers' Foundation of the Union League Club