JFS FOUNDATION (EIN 300696597) - 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

2011

Legal Domicile

Principal Officer

JEREMY PEARL

Phone

8582792740

Tax Period

2023-07-01 to 2024-06-30

JFS FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $361K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $536K exceeded revenue, resulting in a 48% operating deficit.

Mission

TO SUPPORT CHARITABLE ACTIVITIES OF THE TYPE CARRIED ON BY JEWISH FAMILY SERVICE OF SAN DIEGO.

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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 $0

Program Service Revenue $0

Investment Income $361,391

Other Revenue $0

TOTAL REVENUE $361,391

Expense Breakdown

Grants Paid $494,165

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $494,165

Other Expenses $41,932

TOTAL EXPENSES $536,097

Year-over-Year Comparison

	2023	2022	Change
Revenue	$361,391	$678,330	-0.5%
Expenses	$536,097	$532,112	+0.0%
Net Income	$-174,706	$146,218	-2.2%

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

$965,763

Total Directors

$542,017

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH SIRULL	TREASURER	1.00	Officer Director	$0	$79,036	$542,017
ROBERT RUBENSTEIN	CHAIR	1.00	Officer Director	$0	$0	$0
GRAEME GABRIEL	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID WAX	DIRECTOR	1.00	Director	$0	$0	$0
EMILY JENNEWEIN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LEVITT	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA HAZAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HOPKINS	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL ROWLING	DIRECTOR (THRU 04/24)	1.00	Director	$0	$0	$0
JEREMY PEARL	CFO	1.00	Officer	$0	$75,104	$423,746

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	$361,391	$536,097	$9,866,657	$-174,706
2023	$678,330	$532,112	$9,376,771	$146,218
2022	$263,152	$530,009	$9,129,786	$-266,857
2021	$251,244	$537,071	$10,706,400	$-285,827
2020	$190,819	$534,482	$8,639,357	$-343,663
2019	$429,257	$519,874	$9,152,330	$-90,617
2018	$444,474	$514,959	$9,294,703	$-70,485

JFS FOUNDATION