JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST (EIN 412128778) - 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

2004

Legal Domicile

Principal Officer

JOSEPH PEDOTT

Phone

4157770411

Tax Period

2024-07-01 to 2025-06-30

JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST, founded in 2004, is a small nonprofit in the Religion sector that reported $457K in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. Expenses of $1.0M exceeded revenue, resulting in a 126% operating deficit.

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $456,609

Other Revenue $0

TOTAL REVENUE $456,609

Expense Breakdown

Grants Paid $924,337

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $924,337

Other Expenses $106,790

TOTAL EXPENSES $1,031,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,609	$282,930	+0.6%
Expenses	$1,031,127	$310,196	+2.3%
Net Income	$-574,518	$-27,266	+20.1%

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

$2,235,120

Total Directors

$221,549

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERRY ETTLESON	VICE PRESIDENT, TRUSTEE	1.00	Officer Director	$0	$0	$0
PHYLLIS COOK	VICE PRESIDENT, TRUSTEE	1.00	Officer Director	$0	$0	$66,356
CAROL KATZ	VICE PRESIDENT, TRUSTEE	1.00	Officer Director	$0	$0	$0
DEBBIE ALCOULOUMRE	PRESIDENT AND TRUSTEE	1.00	Officer Director	$0	$0	$0
CAMILLE MENKE	TRUSTEE/TREASURER	1.00	Officer Director	$0	$20,756	$155,193
JAMIE STRAUSZ-CLARK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
ERIC ALCOULOUMRE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MARK REISBAUM	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SELINA WEISS	SECRETARY	1.00	Officer	$0	$0	$0
JOY SISISKY	ASSISTENT TREASURER	1.00	Officer	$0	$56,600	$772,970
REBECCA RANDALL	ASSISTENT TREASURER	1.00	Officer	$0	$42,589	$343,339
TANYA SHADOAN	ASSISTENT TREASURER	1.00	Officer	$0	$11,542	$323,716
BRIAN MENDEL	ASSISTENT TREASURER	1.00	Officer	$0	$23,952	$222,661
NICOLAS ELSISHANS	ASSISTENT TREASURER (TO MAR 7)	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	$456,609	$1,031,127	$11,071,370	$-574,518
2024	$282,930	$310,196	$10,781,138	$-27,266
2023	$738,503	$251,945	$9,671,436	$486,558
2022	$2,943,104	$244,395	$9,167,588	$2,698,709
2021	$2,115,573	$91,984	$7,411,254	$2,023,589
2020	$110,146	$300,970	$4,713,673	$-190,824
2019	$1,361,424	$682,993	$4,878,841	$678,431
2018	$1,170,979	$176,725	$3,984,375	$994,254

JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST