THE ALIJON CHARITABLE TRUST

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

WENDY VERBA

Phone

4157770411

Tax Period

2019-07-01 to 2020-06-30

THE ALIJON CHARITABLE TRUST, founded in 2004, is a micro nonprofit that reported $370 in total revenue in fiscal year 2019. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 18449% operating deficit.

Mission

THE TRUST OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $63,630

THE TRUST MAKES GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $370

Other Revenue $0

TOTAL REVENUE $370

Expense Breakdown

Grants Paid $63,630

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,630

Other Expenses $5,000

TOTAL EXPENSES $68,630

Year-over-Year Comparison

	2019	2018	Change
Revenue	$370	$545	-0.3%
Expenses	$68,630	$10	+6862.0%
Net Income	$-68,260	$535	-128.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

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

Total Directors

$486,071

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY VERBA	TRUSTEE	1.00	Director	$0	$13,244	$154,519
JOY SISISKY	TRUSTEE	1.00	Director	$0	$27,218	$331,552

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
2020	$370	$68,630	No data	$-68,260
2019	$545	$10	$47,722	$535
2018	$144	$10	$47,187	$134