L & R LAWRENCE FAMILY FOUNDATION (EIN 432058466) - 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

2005

Legal Domicile

Principal Officer

LAMONTE LAWRENCE

Phone

4157770411

Tax Period

2024-07-01 to 2025-06-30

L & R LAWRENCE FAMILY FOUNDATION, founded in 2005, is a micro nonprofit in the Religion sector that reported $3K in total revenue in fiscal year 2024. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $21K exceeded revenue, resulting in a 506% 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 $3,459

Other Revenue $0

TOTAL REVENUE $3,459

Expense Breakdown

Grants Paid $12,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,600

Other Expenses $8,363

TOTAL EXPENSES $20,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,459	$26,666	-0.9%
Expenses	$20,963	$24,913	-0.2%
Net Income	$-17,504	$1,753	-11.0%

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

$2,284,533

Total Directors

$270,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHYLLIS COOK	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$66,217
DOUG KAHN	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBBIE BERKOWITZ	TREASURER/DIRECTOR	1.00	Officer Director	$0	$16,284	$204,745
REGINA LAWRENCE	PRESIDENT EMERITUS	1.00	Officer	$0	$0	$0
LAMONTE LAWRENCE	PRESIDENT EMERITUS	1.00	Officer	$0	$0	$0
JOY SISISKY	ASSISTANT TREASURER	1.00	Officer	$0	$56,600	$772,970
REBECCA RANDALL	ASSISTANT TREASURER	1.00	Officer	$0	$42,589	$343,339
BRIAN MENDEL	ASSISTANT TREASURER	1.00	Officer	$0	$23,952	$222,661
TANYA SHADOAN	ASSISTANT TREASURER	1.00	Officer	$0	$11,542	$323,716
NICOLAS ELSISHANS	ASSISTANT 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	$3,459	$20,963	$1,401,317	$-17,504
2024	$26,666	$24,913	$1,279,872	$1,753
2023	$22,322	$22,396	$1,174,990	$-74
2022	$68,834	$22,761	$1,144,316	$46,073
2021	$31,637	$14,852	$1,259,809	$16,785
2020	$29,191	$11,414	$1,074,495	$17,777
2019	$38,109	$8,572	$1,075,571	$29,537
2018	$13,726	$9,710	$1,017,403	$4,016

L & R LAWRENCE FAMILY FOUNDATION