MICKEY HAMMERMAN LEGACY FUND INC C/O LORI FOGELSON (EIN 921290895) - 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

2022

Legal Domicile

Principal Officer

STEPHEN BAIRD

Phone

3129095400

Tax Period

2025-01-01 to 2025-12-31

MICKEY HAMMERMAN LEGACY FUND INC C/O LORI FOGELSON, founded in 2022, is a micro nonprofit in the Education sector that reported $46K in total revenue in fiscal year 2025. Revenue surged 174% from the prior year, signaling strong growth momentum. The organization ran a surplus of $32K, a strong 70% operating margin.

Mission

ACTIVITIES INCLUDE THE ORGANIZING AND PRESENTATION OF LECTURES ON EDUCATION BY ACKNOWLEDGED EXPERTS IN THE FIELD AND SUPPORT FOR THE ACTIVITIES OF THE HARVARD CLUB OF CHICAGO AND HARVARD UNIVERSITY, BOTH TAX EXEMPT ORGANIZATIONS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $28,950

Program Service Revenue $0

Investment Income $16,642

Other Revenue $0

TOTAL REVENUE $45,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,587

Other Expenses $13,452

TOTAL EXPENSES $13,452

Year-over-Year Comparison

	2025	2024	Change
Revenue	$45,592	$16,633	+1.7%
Expenses	$13,452	$14,628	-0.1%
Net Income	$32,140	$2,005	+15.0%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN BAIRD	PRESIDENT AND CHAIRMAN	1.00	Director	$0	$0	$0
JULIE PALMER	VICE PRESIDENT DIRECTOR	1.00	Director	$0	$0	$0
BLASKO RISTIC	VICE PRESIDENT DIRECTOR	1.00	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	$45,592	$13,452	$332,807	$32,140
2024	$16,633	$14,628	$305,177	$2,005
2023	$312,027	$14,747	$297,280	$297,280
2023	$223,057	$14,747	$297,280	$208,310

MICKEY HAMMERMAN LEGACY FUND INC C/O LORI FOGELSON