COMMUNITY FOUNDATION CHARITABLE RE… - 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

1998

Legal Domicile

Principal Officer

JERRY GUMPEL

Phone

8582792740

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.1M in total revenue in fiscal year 2024.

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.

Program Service Accomplishments

Program 1

Expenses: $3,251,372 Revenue: $0

DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

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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 $2,750,000

Program Service Revenue $0

Investment Income $481,372

Other Revenue $-106,297

TOTAL REVENUE $3,125,075

Expense Breakdown

Grants Paid $3,251,372

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,251,372

Other Expenses $0

TOTAL EXPENSES $3,251,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,125,075	$-232,917	-14.4%
Expenses	$3,251,372	$214,189	+14.2%
Net Income	$-126,297	$-447,106	-0.7%

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

$762,325

Total Directors

$479,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY PEARL	VICE PRESIDENT	1.00	Officer Director	$0	$90,906	$479,040
ELI LANDAU	CFO	1.00	Officer	$0	$46,427	$283,285
PAUL DATNOW	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAWRENCE SHERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID MANDELBAUM	DIRECTOR	1.00	Director	$0	$0	$0
EMILY EINHORN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY GUMPEL	DIRECTOR	1.00	Director	$0	$0	$0
MARK GLEIBERMAN	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	$3,125,075	$3,251,372	$5,042,778	$-126,297
2024	$-232,917	$214,189	$5,042,778	$-447,106
2023	$620,954	$594,750	$5,392,777	$26,204
2022	$16,957,804	$110,292,019	$5,045,674	$-93,334,215
2021	$2,382,838	$456,170	$98,380,048	$1,926,668
2020	$1,212,218	$2,359,221	$96,519,581	$-1,147,003
2019	$112,833,890	$2,613,641	$114,463,936	$110,220,249
2018	$18,033,249	$19,935,113	$3,041,900	$-1,901,864

COMMUNITY FOUNDATION CHARITABLE REAL ESTATE FUND