THE DONALD AND CAROLE CHAIKEN FOUN… - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

JENNIFER CHAIKEN

Phone

4155126276

Tax Period

2024-07-01 to 2025-06-30

THE DONALD AND CAROLE CHAIKEN FOUNDATION, founded in 1997, is a small nonprofit in the Human Services sector that reported $178K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $5.2M exceeded revenue, resulting in a 2826% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $5,132,245

THE FOUNDATION MADE 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.

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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 $0

Program Service Revenue $0

Investment Income $177,620

Other Revenue $0

TOTAL REVENUE $177,620

Expense Breakdown

Grants Paid $5,132,245

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,132,245

Other Expenses $65,349

TOTAL EXPENSES $5,197,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,620	$4,456,493	-1.0%
Expenses	$5,197,594	$5,585,849	-0.1%
Net Income	$-5,019,974	$-1,129,356	+3.4%

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

$2,017,898

Total Directors

$226,988

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE CHAIKEN	VICE PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
IVOR SILVER	DIRECTOR, TREASURER	1.00	Officer Director	$0	$0	$0
LISA TABAK	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$23,383	$226,988
JENNIFER CHAIKEN	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
DANA CHAIKEN	VICE PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
JOY SISISKY	ASSISTANT TREASURER	1.00	Officer	$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
NICOLAS ELSISHANS THRU 30725	ASSISTANT TREASURER	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	$177,620	$5,197,594	$133,172	$-5,019,974
2024	$4,456,493	$5,585,849	$6,496,707	$-1,129,356
2023	$2,828,354	$5,282,399	$11,971,761	$-2,454,045
2022	$2,849,697	$4,739,674	$13,733,272	$-1,889,977
2021	$7,466,234	$12,114,895	$22,908,068	$-4,648,661
2020	$1,750,329	$4,147,210	$19,321,931	$-2,396,881
2019	$4,784,749	$2,882,436	$22,861,356	$1,902,313
2018	$1,540,969	$2,264,037	$20,303,008	$-723,068

THE DONALD AND CAROLE CHAIKEN FOUNDATION