THE OPALINE FUND (EIN 203895397) - 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

2006

Legal Domicile

Principal Officer

JORIAN POLIS SCHUTZ

Phone

4157770411

Tax Period

2024-07-01 to 2025-06-30

THE OPALINE FUND, founded in 2006, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $41K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $35K left a modest 14% surplus.

Mission

SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF.

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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 (2024)

Revenue Breakdown

Contributions & Grants $38,000

Program Service Revenue $0

Investment Income $2,559

Other Revenue $0

TOTAL REVENUE $40,559

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,000

Other Expenses $20,055

TOTAL EXPENSES $35,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,559	$28,311	+0.4%
Expenses	$35,055	$410,685	-0.9%
Net Income	$5,504	$-382,374	-1.0%

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

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

$2,013,571

Total Directors

$772,970

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORIAN POLIS SCHUTZ	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
BERNARD OSHER	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
JOY SISISKY	TREASURER/ASST. SEC./DIREC	1.00	Officer Director	$0	$56,600	$772,970
REBECCA RANDALL	ASSISTANT TREASURER	1.00	Officer	$0	$42,589	$343,339
TANYA SHADOAN	ASSISTANT TREASURER	1.00	Officer	$0	$11,542	$323,716
BRIAN MENDEL	ASSISTANT TREASURER	1.00	Officer	$0	$23,952	$222,661
NICOLAS ELSISHANS	ASSISTANT TREASURER (TO MAR 7)	1.00	Officer	$0	$39,630	$350,885

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	$40,559	$35,055	$424,430	$5,504
2024	$28,311	$410,685	$422,479	$-382,374
2023	$158,226	$37,627	$799,245	$120,599
2022	$51,457	$1,152,443	$1,902,549	$-1,100,986
2021	$198,779	$1,366,473	$2,283,509	$-1,167,694
2020	$698,183	$1,106,636	$2,853,349	$-408,453
2019	$438,406	$793,743	$3,601,222	$-355,337
2018	$508,250	$523,196	$3,985,354	$-14,946

THE OPALINE FUND