Harold E Eisenberg Foundation FY2021 filing

Public foundation / grantmaker Northbrook, IL EIN 36-4275754 NTEE T30
Revenue
$641K
▲ +5%
FY2021 · Pt VIII · Ln 12
Expenses
$810K
+0.5%
FY2021 · Pt IX · Ln 25
Net assets
$268K
FY2021 · Pt X · Ln 32
To programs
66%
FY2021 · Pt IX · col B
Revenue & expenses by yearFY2020–FY2025
Revenue
$641K
FY2021▲ +5%
Expenses
$810K
FY2021+0.5%

Funds cancer research and provides real estate education.

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Tax-deductible?
Yes
Per the IRS master file.
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Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
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Filing up to date?
Filed FY2024 (typical filing lag)
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Foundation funders?
1 funder — Community Foundation of the Fox River Valley
$15K in the latest grant year.
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Spent on programs?
66% to programs
Form 990 Part IX, latest filing.
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Size and trend
$100K–1M
↑ +5% vs prior year
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Form 990 for the fiscal year ending April 2021 (IRS tax year 2020).


Funds cancer research and provides real estate education.

Type
Public foundation / grantmaker · Foundations & Grantmakers
Location
Northbrook, IL
Website
www.eisenbergfoundation.org
Filings
6 on file (2020–2021)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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Where the money goes · FY2021
Where spending went · Part IX cols B–D
Program services $0.66 Management & general $0.12 Fundraising $0.22
Program efficiency
66%
of spending reaches programs
Operating runway
4.7mo
months of highly liquid reserves at operating expense rate
Surplus margin
-26%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$314K
FY2021▼ -34%
Total liabilities
$46K
FY2021▲ +20%
Revenue less expensesPt I · Ln 19−$169K
Total assetsPt X · Ln 16$314K
Program-expense ratioPt IX · col B66%
Voting members of governing bodyPt I · Ln 342
Independent voting membersPt I · Ln 442

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CHarold E Eisenberg Foundation
EINHdr · item D36-4275754
Principal addressHdr · item CNorthbrook, IL
WebsiteHdr · item Jwww.eisenbergfoundation.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MIL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T30)
Ruling yearIRS BMFSep 1999

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a42
Independent voting membersPt VI · Ln 1b42
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$105,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Kristen Young’s $170K as Executive Director is at the 97th percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kristen Young$169,575$140,000$64,697———
Katie Hurley Wales———$61,728$105,000$108,500
Christine Bissler——$84,133———
Michelle Paulsen———$78,181——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

2 program services account for $531K of program spending, described in the organization's own filed words · FY2020.
01

Gastrointestinal (gi) Cancer Research

The organization funds critical research aimed to advance gastrointestinal cancer medicine at the robert h. Lurie comprehensive cancer center of northwestern university, a national leader and top comprehensive cancer center. The focus is on translating innovative research into personalized prevention, detection, and treatment methods.

$334Kprogram expense
02

Real Estate Education

The organization has developed multiple hands-on experiential programs aimed to give students exposure to the real working world of real estate as well as access to and mentorship from industry leaders.

$197Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$583K · 91%
Program service revenue$53K · 8%
Other revenue$4K · 1%
Contributions & grants91%$583K
Program service revenue8%$53K
Other revenue1%$4K
Investment income$110
— government grantsLn 1e$37K
Total revenueLn 12$641K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.66 Management & general $0.12 Fundraising $0.22
Program services66%$531K
Management & general12%$98K
Fundraising22%$181K
Total functional expensesLn 25$810K

Balance Sheet

Part X · end of year
CashLn 1$314K
Total assetsLn 16$314K
Total liabilitiesLn 26$46K
Total net assetsLn 32$268K
Months of cash on handcomputed4.7

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $314K · Operating expenses/yr $810K
4.7 months
Where the money goes
Program services
Program services $531K · Total expenses $810K
66%
Management & General
Management & general $98K · Total expenses $810K
12%
Fundraising
Fundraising $181K · Total expenses $810K
22%
Cost to raise $1
Fundraising expense (2-yr avg) $192K · Solicited contributions (2-yr avg) $618K
$0.31 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $583K · Total revenue $641K
91%
Government reliance
Government grants $37K · Total revenue $641K
6%
Earned-income share
Program service revenue $53K · Total revenue $641K
8%
Investment reliance
Investment income $110 · Total revenue $641K
+0.02%
Program self-sufficiency
Program service revenue $53K · Total expenses $810K
7%
Growth & trend
Revenue growth (YoY)
This year $641K · Prior year $608K
+5%
Net-asset trend (YoY)
End of year $268K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $641K · Expenses $810K
-26%
Liabilities-to-Assets
Total liabilities — · Total assets $314K
—
Net-asset ratio
Net assets $268K · Total assets $314K
85%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $314K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Katie Hurley Wales · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $105K · Total expenses $810K
13%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $296K · Total expenses $810K
37%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 66%——
Overhead ratio 12%——
Fundraising cost ratio 31%——
Revenue growth 5%——
Accounting fee ratio 3%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$15K
Grants paid · 15 grants · $1.7M · 2019–2024
Northwestern UniversityIL · FY2024$300,000
Unitemized GrantFY2024$37,296
Northwestern UniversityIL · FY2023$150,000
Unitemized GrantFY2023$30,000
Northwestern UniversityIL · FY2022$150,000
Unitemized GrantFY2022$35,000
Roosevelt UniversityIL · FY2022$5,500
Northwestern UniversityIL · FY2021$300,000
Unitemized GrantFY2021$30,535
Northwestern UniversityIL · FY2020$300,000
Unitemized GrantFY2020$30,000
Northwestern UniversityIL · FY2019$300,000
Unitemized GrantFY2019$38,645

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$866K revenue · ⤓ 990 PDF
FY2024$729K revenue · ⤓ 990 PDF
FY2023$653K revenue · ⤓ 990 PDF
FY2022$662K revenue · ⤓ 990 PDF
FY2021$641K revenue · viewing · ⤓ 990 PDF
FY2020$608K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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