THE HELEN DILLER FAMILY FOUNDATION (EIN 311655715) - 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

1999

Legal Domicile

Principal Officer

JACLYN SAFIER

Phone

4157770411

Tax Period

2022-07-01 to 2023-06-30

THE HELEN DILLER FAMILY FOUNDATION, founded in 1999, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.2M in total revenue in fiscal year 2022. Revenue surged 51% from the prior year, signaling strong growth momentum.

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 (2022)

Revenue Breakdown

Contributions & Grants $13,177,321

Program Service Revenue $0

Investment Income $50,703

Other Revenue $0

TOTAL REVENUE $13,228,024

Expense Breakdown

Grants Paid $669,557

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,250,679

Other Expenses $12,732,741

TOTAL EXPENSES $13,402,298

Year-over-Year Comparison

	2022	2021	Change
Revenue	$13,228,024	$8,770,214	+0.5%
Expenses	$13,402,298	$10,433,936	+0.3%
Net Income	$-174,274	$-1,663,722	-0.9%

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

$552,978

Total Directors

$552,978

Key Employees

$329,713

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACLYN SAFIER	PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
ADELE CORVIN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD ROSENBERG	SECRETARY, DIRECTOR TO 5/25/23	1.00	Officer Director	$0	$0	$0
JAMES KOSHLAND	DIRECTOR, SECRETAY FROM 5/25/23	1.00	Officer Director	$0	$0	$0
JOY SISISKY	TREASURER, DIRECTOR	1.00	Officer Director	$0	$32,978	$552,978
JENNIFER SMITH	EXECUTIVE DIRECTOR HDFF PROGRAMS	37.50	Key Emp	$0	$28,462	$329,713

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	$13,228,024	$13,402,298	$1,986,827	$-174,274
2022	$8,770,214	$10,433,936	$1,836,980	$-1,663,722
2021	$7,623,342	$8,296,980	$4,071,860	$-673,638
2020	$9,443,739	$6,967,513	$4,990,605	$2,476,226
2019	$12,215,782	$11,468,829	$6,522,057	$746,953
2018	$27,398,117	$33,182,070	$13,440,664	$-5,783,953

THE HELEN DILLER FAMILY FOUNDATION