SOUTHERN FEDERATION FOUNDATION INC (EIN 237311016) - 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

1931

Legal Domicile

Principal Officer

JOHN M HAMAUEI

Phone

2817972871

Tax Period

2023-01-01 to 2023-12-31

SOUTHERN FEDERATION FOUNDATION INC, founded in 1931, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $401K in total revenue in fiscal year 2023. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 43% operating margin.

Mission

PROVIDE FUNDING FOR CHARITABLE, LITERARY, CULTURAL, AND EDUCATIONAL ENDEAVORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $347,473

Program Service Revenue $0

Investment Income $36,264

Other Revenue $17,565

TOTAL REVENUE $401,302

Expense Breakdown

Grants Paid $118,583

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $222,108

Other Expenses $110,576

TOTAL EXPENSES $229,159

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,302	$169,226	+1.4%
Expenses	$229,159	$159,062	+0.4%
Net Income	$172,143	$10,164	+15.9%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG ABRAHAM	PRESIDENT/GOVERNOR	4.00	Officer Director	$0	$0	$0
JEREMY FRANK	VICE PRESIDENT/GOVERNOR	4.00	Officer Director	$0	$0	$0
SHARON BENSON	SECRETARY/GOVERNOR	4.00	Officer Director	$0	$0	$0
DR GERRI FERRIS	GOVERNOR	4.00	Director	$0	$0	$0
BILL FRANK	TRUSTEE/GOVERNOR	4.00	Director	$0	$0	$0
CECIL BOSTANY	GOVERNOR	4.00	Director	$0	$0	$0
RAY MALEK	TRUSTEE/GOVERNOR	4.00	Director	$0	$0	$0
JOHN M HAMAUEI	TREASURER/TRUSTEE/GOVERNOR	4.00	Officer Director	$0	$0	$0
ANDREA NAYFA	GOVERNOR	4.00	Director	$0	$0	$0

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
2024	No data	No data	No data	No data
2023	$401,302	$229,159	$1,842,828	$172,143
2022	$169,226	$159,062	$1,402,714	$10,164
2021	$224,100	$152,416	$1,643,660	$71,684
2020	$138,474	$129,522	$1,449,379	$8,952
2019	$172,134	$146,992	$1,350,879	$25,142
2018	$154,078	$140,472	$1,172,980	$13,606

SOUTHERN FEDERATION FOUNDATION INC