THE POLIS SCHUTZ FAMILY FOUNDATION (EIN 330872523) - 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

STEPHEN SCHUTZ

Phone

8582792740

Tax Period

2018-07-01 to 2019-06-30

THE POLIS SCHUTZ FAMILY FOUNDATION, founded in 1999, is a small nonprofit that reported $260K in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year. Expenses of $12.6M exceeded revenue, resulting in a 4735% 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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $260,315

Other Revenue $0

TOTAL REVENUE $260,315

Expense Breakdown

Grants Paid $12,503,468

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,503,468

Other Expenses $81,883

TOTAL EXPENSES $12,585,351

Year-over-Year Comparison

	2018	2017	Change
Revenue	$260,315	$307,927	-0.2%
Expenses	$12,585,351	$661,951	+18.0%
Net Income	$-12,325,036	$-354,024	+33.8%

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

$375,863

Total Directors

$831,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SCHUTZ	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN POLIS SCHUTZ	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
JORDANNA SCHUTZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JORIAN SCHUTZ	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAWRENCE M SHERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
BETH SIRULL	CHIEF FINANCIAL OFFICER	1.00	Officer Director	$0	$33,910	$375,863
MARJORIE HANSEN SHAEVITZ	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY PEARL	DIRECTOR	1.00	Director	$0	$30,568	$286,772
ELI LANDAU	DIRECTOR	1.00	Director	$0	$15,581	$169,149

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
2019	$260,315	$12,585,351	No data	$-12,325,036
2018	$307,927	$661,951	$12,388,426	$-354,024

THE POLIS SCHUTZ FAMILY FOUNDATION