LILLY M BERG MEMORIAL FUND

EIN: 956022484

CHICAGO, IL

Total Revenue
$147,507
Total Expenses
$133,077
Total Assets
$3,088,174
Net Assets
$3,088,174
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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
1945
Legal Domicile
CA
Principal Officer
SAME AS 'C' ABOVE
Phone
3126306000
Tax Period
2025-01-01 to 2025-12-31

LILLY M BERG MEMORIAL FUND, founded in 1945, is a small nonprofit that reported $148K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $133K left a modest 10% surplus.

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $147,507
Other Revenue $0
TOTAL REVENUE $147,507

Expense Breakdown

Grants Paid $82,360
Salaries & Benefits $46,835
Fundraising Expenses $0
Program Expenses $118,376
Other Expenses $3,882
TOTAL EXPENSES $133,077

Year-over-Year Comparison

2025 2024 Change
Revenue $147,507 $118,930 +0.2%
Expenses $133,077 $124,354 +0.1%
Net Income $14,430 $-5,424 -3.7%
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

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Governance

Voting Members
1
Independent Members
N/A
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NORTHERN TRUST N A TRUSTEE 40.0
$46,835 $0 $46,835
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 $147,507 $133,077 $3,088,174 $14,430
2024 $118,930 $124,354 $3,074,106 $-5,424
2023 $126,809 $124,345 $3,079,290 $2,464
2022 $139,638 $96,543 $3,075,041 $43,095
2021 $186,931 $104,021 $3,031,945 $82,910
2020 $95,252 $84,654 $2,949,052 $10,598
2019 $178,327 $102,853 $2,938,432 $75,474
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