Congregation Etz Chaim Foundation
Legal name: Congregation Etz Chaim of Dupage County Foundation Nfp
Nonprofit profile at a glance
- EIN
- 461366475
- IRS 990 coverage
- 2017–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2025, Form 990-EZ 2016
- Location
- Lombard, IL, USA
- Phone
- 6308341800
- Rating
- 60
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Single Organization Support
- Affiliation
- Religious (unspecified)
Reported finances
- Revenue
- $500,475
- Expenses
- $30,111
- Assets
- $1,423,932
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- DON ROUBITCHEK (PRESIDENT)
- LORNA HELGELAND (VICE PRESIDENT)
People named in this filing
- MARK HEISLER (TREASURER)
- DON ROUBITCHEK (PRESIDENT)
- KAREN BUTTERFIELD (TRUSTEE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Congregation Etz Chaim’s Foundation will provide a vehicle for Planned Giving that will build a permanent fund to insure Etz Chaim remains a long-term strength for those in our community seeking to live by Jewish culture, values and religion. Repairing the world, through social action, environmental stewardship, interfaith outreach, and support of those in need. Inclusion B’tzelem Elohim, all are created in the image of God. We actively work to remove barriers and ensure full participation for everyone. We welcome, nurture, and inspire the Jewish community and their guests in the western Chicago suburbs. We value compassion, learning, volunteerism, and Tikkun Olam, repairing the world. We have a tradition of an inclusive community that welcomes everyone, Jews by birth, Jews by choice, non-Jewish family members, singles, LGBTQIA+, and people of all ages and abilities. We are a caring...
What it reported doing in 2025
See schedule o
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 12
- Transparency & Controls: 92
- Accountability: 88
- Sustainability: 95
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 11.5%; rating input score 12
- Program expense ratio: 16.4%; rating input score 16
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 94%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 47.29; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 88; 88th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings
Growth
- Program expense growth: 29.3% per year; rating input score 100; 88th percentile among comparable filings
- Revenue growth: 12.2% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 11.4% per year; rating input score 100; 60th percentile among comparable filings
Details
- What they do: Mission, programs, and operating context captured from the official website.
- Where the money goes: 11.5% of revenue deployed · 16.4% of spending went to programs
- Governance: 5 of 5 board members independent · 5 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $5K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 15 of 15 current checks pass
- Schedules: 3 filed schedules · includes major donors
- Filing history: 9 filing years from 2017 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 12/100.
- High — Financial Efficiency: Program expense ratio scored 16/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.