Rochelle Zell Jewish High School Endowment Fund
Rochelle Zell Jewish High School Endowment Fund consistently maintains substantial assets with zero liabilities and no officer compensation.
EIN: 203088136 · Deerfield, IL · NTEE: B11 · Updated: 2026-03-28
Is Rochelle Zell Jewish High School Endowment Fund Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Rochelle Zell Jewish High School Endowment Fund directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Rochelle Zell Jewish High School Endowment Fund
Rochelle Zell Jewish High School Endowment Fund (EIN: 203088136) is a nonprofit organization based in Deerfield, IL, classified under NTEE code B11. The organization reported total revenue of $17.1M and total assets of $13.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rochelle Zell Jewish High School Endowment Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Rochelle Zell Jewish High School Endowment Fund is a large nonprofit that has been operating for 12 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.8M |
| Total Expenses | $1.3M |
| Surplus / Deficit | +$447K |
| Total Assets | $14.9M |
| Net Assets | $14.9M |
| Operating Margin | 25.3% |
| Months of Reserves | 135.4 months |
Financial Health Grade: A
In 2023, Rochelle Zell Jewish High School Endowment Fund reported a surplus of $447K with revenue exceeding expenses, holds 135.4 months of operating reserves (strong position).
Financial Trends
Over 13 years of filings (2011–2023), Rochelle Zell Jewish High School Endowment Fund's revenue has grown at a compound annual growth rate (CAGR) of 7.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -22.0% | +8.3% | -0.2% |
| 2022 | +85.5% | +32.7% | +7.6% |
| 2021 | +66.1% | -23.5% | +2.2% |
| 2020 | -0.8% | -2.7% | -3.3% |
| 2019 | -15.2% | -7.5% | -3.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2014 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Rochelle Zell Jewish High School Endowment Fund with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Rochelle Zell Jewish High School Endowment Fund allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $447K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that officers are not directly compensated by the organization, which is a strong positive for an organization of its size with assets exceeding $13 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Rochelle Zell Jewish High School Endowment Fund:
- Consistently reports zero liabilities, indicating no debt.
- Zero officer compensation across all filings, suggesting efficient and potentially volunteer-led governance.
- Maintains substantial and stable asset base (e.g., $14,875,756 in 2023).
- Positive net income in most recent years (e.g., $1,765,515 revenue vs. $1,318,460 expenses in 2023).
- Clear focus as an endowment fund (NTEE B11) with consistent financial reporting.
Frequently Asked Questions about Rochelle Zell Jewish High School Endowment Fund
Is Rochelle Zell Jewish High School Endowment Fund a legitimate charity?
Based on AI analysis of IRS 990 filings, Rochelle Zell Jewish High School Endowment Fund (EIN: 203088136) appears legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Rochelle Zell Jewish High School Endowment Fund spend its money?
Rochelle Zell Jewish High School Endowment Fund directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Rochelle Zell Jewish High School Endowment Fund tax-deductible?
Rochelle Zell Jewish High School Endowment Fund is registered as a tax-exempt nonprofit (EIN: 203088136). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is Rochelle Zell Jewish High School Endowment Fund a good charity?
Based on the provided IRS 990 data, the Rochelle Zell Jewish High School Endowment Fund appears to be a very well-managed and financially sound organization. It consistently reports substantial assets (e.g., $14,875,756 in 2023), zero liabilities, and zero officer compensation, indicating strong financial health and efficient governance. Its primary function as an endowment fund (NTEE B11) means its 'program' is asset management for long-term support, which it seems to execute effectively.
How does the organization manage its finances without officer compensation?
The consistent reporting of 0% officer compensation suggests that the organization's leadership may be entirely volunteer-based, or that any management services are provided by an external entity and categorized differently (e.g., professional fees) rather than as direct officer salaries. This indicates a very lean administrative structure regarding executive pay.
What is the trend in the organization's assets?
The organization's assets have generally been stable and substantial, fluctuating between approximately $7 million and $19 million over the past decade. In recent years (2021-2023), assets have consistently been above $13 million, reaching $14,875,756 in 2023, indicating a healthy and growing endowment.
Are there any financial risks associated with this organization?
Based on the provided data, the organization appears to have very low financial risk. It consistently reports zero liabilities, meaning it operates without debt. Its substantial asset base provides a strong buffer against financial downturns. The main 'risk' for an endowment fund is market volatility affecting asset values, but the consistent asset levels suggest prudent management.
Filing History
IRS 990 filing history for Rochelle Zell Jewish High School Endowment Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Rochelle Zell Jewish High School Endowment Fund's revenue has grown by 133.8%, moving from $755K to $1.8M. Total assets increased by 92.3% over the same period, from $7.7M to $14.9M. Total functional expenses rose by 690.5%, from $167K to $1.3M. In its most recent filing year (2023), Rochelle Zell Jewish High School Endowment Fund reported a surplus of $447K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.8M | $1.3M | $14.9M | $0 | — | View 990 |
| 2022 | $2.3M | $1.2M | $14.9M | $0 | — | View 990 |
| 2021 | $1.2M | $917K | $13.9M | $0 | — | View 990 |
| 2020 | $735K | $1.2M | $13.6M | $0 | — | View 990 |
| 2019 | $741K | $1.2M | $14.0M | $0 | — | View 990 |
| 2018 | $873K | $1.3M | $14.5M | $0 | — | View 990 |
| 2017 | $1.3M | $5.2M | $15.0M | $0 | — | — |
| 2016 | $13.8M | $2.1M | $18.9M | $0 | — | View 990 |
| 2015 | $416K | $1.7M | $7.2M | $0 | — | View 990 |
| 2014 | $1.7M | $927K | $8.6M | $0 | — | View 990 |
| 2013 | $941K | $673K | $7.9M | $0 | — | View 990 |
| 2012 | $571K | $971K | $7.4M | $0 | — | View 990 |
| 2011 | $755K | $167K | $7.7M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.8M, expenses of $1.3M, and assets of $14.9M (revenue -22.0% year-over-year).
- 2022: Revenue of $2.3M, expenses of $1.2M, and assets of $14.9M (revenue +85.5% year-over-year).
- 2021: Revenue of $1.2M, expenses of $917K, and assets of $13.9M (revenue +66.1% year-over-year).
- 2020: Revenue of $735K, expenses of $1.2M, and assets of $13.6M (revenue -0.8% year-over-year).
- 2019: Revenue of $741K, expenses of $1.2M, and assets of $14.0M (revenue -15.2% year-over-year).
- 2018: Revenue of $873K, expenses of $1.3M, and assets of $14.5M (revenue -31.4% year-over-year).
- 2017: Revenue of $1.3M, expenses of $5.2M, and assets of $15.0M (revenue -90.8% year-over-year).
- 2016: Revenue of $13.8M, expenses of $2.1M, and assets of $18.9M (revenue +3226.9% year-over-year).
- 2015: Revenue of $416K, expenses of $1.7M, and assets of $7.2M (revenue -75.9% year-over-year).
- 2014: Revenue of $1.7M, expenses of $927K, and assets of $8.6M (revenue +83.5% year-over-year).
- 2013: Revenue of $941K, expenses of $673K, and assets of $7.9M (revenue +64.8% year-over-year).
- 2012: Revenue of $571K, expenses of $971K, and assets of $7.4M (revenue -24.4% year-over-year).
- 2011: Revenue of $755K, expenses of $167K, and assets of $7.7M.
Data Sources and Methodology
This transparency report for Rochelle Zell Jewish High School Endowment Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.