CHORTEK WEISMAN FAMILY FOUNDATION (EIN 330766395) - 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

1998

Legal Domicile

Principal Officer

ROBERT CHORTEK

Phone

8582792740

Tax Period

2023-07-01 to 2024-06-30

CHORTEK WEISMAN FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $328K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $2.2M exceeded revenue, resulting in a 573% operating deficit.

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION 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 $1,200

Program Service Revenue $0

Investment Income $327,189

Other Revenue $0

TOTAL REVENUE $328,389

Expense Breakdown

Grants Paid $2,146,052

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,146,052

Other Expenses $64,776

TOTAL EXPENSES $2,210,828

Year-over-Year Comparison

	2023	2022	Change
Revenue	$328,389	$209,916	+0.6%
Expenses	$2,210,828	$644,895	+2.4%
Net Income	$-1,882,439	$-434,979	+3.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT CHORTEK	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN CHORTEK-WEISMAN	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
MARJORY KAPLAN	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN JAFFE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LAZARUS	DIRECTOR	1.00	Director	$0	$0	$0
BETH SIRULL	VICE PRESIDENT	1.00	Officer	$0	$79,036	$542,017
JEREMY PEARL	CFO & ASSISTANT SECRETARY	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	$328,389	$2,210,828	$8,261,778	$-1,882,439
2023	$209,916	$644,895	$8,886,997	$-434,979
2022	$6,161,798	$474,600	$8,551,786	$5,687,198
2021	$168,264	$201,687	$4,127,270	$-33,423
2020	$159,458	$189,929	$3,312,853	$-30,471
2018	$382,912	$242,552	$3,278,262	$140,360

CHORTEK WEISMAN FAMILY FOUNDATION