SEACREST FOUNDATION (EIN 300119295) - 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

2002

Legal Domicile

Principal Officer

BRADLEY BLOSE

Phone

7606320081

Tax Period

2022-07-01 to 2023-06-30

SEACREST FOUNDATION, founded in 2002, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2022. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO SUPPORT SAN DIEGO HEBREW HOMES AND JEWISH HOME CARE SERVICES, INC. IN ITS PROVISION OF SERVICES TO THE ELDERLY COMMUNITY OF SAN DIEGO COUNTY.

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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 $1,659,618

Program Service Revenue $0

Investment Income $1,190,179

Other Revenue $-46,506

TOTAL REVENUE $2,803,291

Expense Breakdown

Grants Paid $2,466,622

Salaries & Benefits $0

Fundraising Expenses $533,746

Program Expenses $2,466,622

Other Expenses $765,257

TOTAL EXPENSES $3,231,879

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,803,291	$4,879,548	-0.4%
Expenses	$3,231,879	$2,811,361	+0.1%
Net Income	$-428,588	$2,068,187	-1.2%

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

$796,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM FERRIS	PRESIDENT/CEO	1.00	Officer	$0	$92,981	$412,356
BRADLEY BLOSE	CFO	1.00	Officer	$0	$31,942	$198,825
ROBIN ISRAEL	CHIEF FOUNDATION OFFICER	1.00	Officer	$0	$25,813	$184,861
ANNE NAGORNER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY BLOCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBBY CUSHMAN-PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
DEVIN CHODOROW	DIRECTOR	1.00	Director	$0	$0	$0
DONA ALPERT	SECRETARY	1.00	Officer Director	$0	$0	$0
EARL ALTSHULER	DIRECTOR	1.00	Director	$0	$0	$0
JANE OTTENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JEANNE GAYLIS	DIRECTOR (THRU 06/23)	1.00	Director	$0	$0	$0
JEFFREY LIPINSKY	DIRECTOR	1.00	Director	$0	$0	$0
MARY EPSTEN	DIRECTOR	1.00	Director	$0	$0	$0
MITCH SUROWITZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HAIMSOHN	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA LIPINSKY	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN STEINBERG MD	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN RATNER	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE COHEN	TREASURER	1.00	Officer Director	$0	$0	$0
WAYNE OTCHIS	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,803,291	$3,231,879	$38,558,401	$-428,588
2022	$4,879,548	$2,811,361	$36,338,181	$2,068,187
2021	$5,524,338	$3,475,618	$41,115,138	$2,048,720
2020	$3,637,121	$2,426,645	$32,848,687	$1,210,476
2019	$5,197,538	$2,540,815	$31,646,568	$2,656,723
2018	$4,455,420	$2,370,430	$28,341,385	$2,084,990

SEACREST FOUNDATION