THE JEWISH HOME AND SENIOR LIVING FOUNDATION (EIN 020724278) - 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

2004

Legal Domicile

Principal Officer

RICHARD BAUM

Phone

4154061107

Tax Period

2022-07-01 to 2023-06-30

THE JEWISH HOME AND SENIOR LIVING FOUNDATION, founded in 2004, is a community nonprofit in the Housing & Shelter sector that reported $5.7M in total revenue in fiscal year 2022. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $5.5M left a modest 4% surplus.

Mission

TO PROMOTE AND SUPPORT THE PROVISION OF JEWISH AGING SERVICES, INCLUDING THE MISSION AND ACTIVITIES ASSOCIATED WITH THE SAN FRANCISCO CAMPUS FOR JEWISH LIVING AND NETWORK AFFILIATES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,644,628

Program Service Revenue $0

Investment Income $3,055,162

Other Revenue $-21,120

TOTAL REVENUE $5,678,670

Expense Breakdown

Grants Paid $4,059,041

Salaries & Benefits $782,509

Fundraising Expenses $898,135

Program Expenses $4,059,041

Other Expenses $617,824

TOTAL EXPENSES $5,459,374

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,678,670	$4,256,089	+0.3%
Expenses	$5,459,374	$2,586,613	+1.1%
Net Income	$219,296	$1,669,476	-0.9%

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

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

$636,313

Total Directors

Key Employees

$210,322

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FRIEDMAN	CHAIR THRU 12/2022 / PAST CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD BAUM	CHAIR START 12/2022	1.00	Officer Director	$0	$0	$0
ROBERT NEWMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID STEIRMAN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
DANA CORVIN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL EISLER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HIRSCH	TRUSTEE	1.00	Director	$0	$0	$0
TOM KASTEN	TRUSTEE	1.00	Director	$0	$0	$0
ALEX MANN	TRUSTEE	1.00	Director	$0	$0	$0
MARY CONNICK	TREASURER	5.00	Officer	$0	$10,807	$636,313
KAREN GORDON	INT CHIEF DEV OFFICER THRU 4/2023	40.00	Key Emp	$0	$31,086	$210,322
STACEY LEWIS	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$0	$14,182	$148,014
DANIEL RUTH	FORMER ASST. SECR. / CEO JSLG	0.00		$0	$7,023	$812,793
MICHAEL SKAFF	FORMER COO / CIO JSLG	0.00		$0	$18,755	$377,538
SHERIE A KOSHOVER	FORMER CHIEF ADVANCEMENT OFFICER	0.00		$0	$0	$347,821

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,678,670	$5,459,374	$48,174,301	$219,296
2022	$4,256,089	$2,586,613	$59,587,200	$1,669,476
2021	$10,222,778	$34,675,024	$68,076,852	$-24,452,246
2020	$7,958,630	$2,002,461	$89,528,323	$5,956,169
2019	$7,625,587	$2,053,335	$130,018,488	$5,572,252
2018	$12,251,560	$1,826,501	$124,032,712	$10,425,059

THE JEWISH HOME AND SENIOR LIVING FOUNDATION