JEWISH COMMUNITY FOUNDATION OF THE WEST (EIN 680445835) - 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

2000

Legal Domicile

Principal Officer

MICHAEL ELLISON

Phone

9164411613

Tax Period

2024-01-01 to 2024-12-31

JEWISH COMMUNITY FOUNDATION OF THE WEST, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 53% operating margin.

Mission

To enhance charitable giving; facilitate philanthropy both locally and worldwide; and build permanent financial resources to strengthen organizations and programs that serve the Jewish families of Northern California

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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 $2,617,183

Program Service Revenue $227,939

Investment Income $788,795

Other Revenue $0

TOTAL REVENUE $3,633,917

Expense Breakdown

Grants Paid $1,280,704

Salaries & Benefits $123,759

Fundraising Expenses $0

Program Expenses $1,613,960

Other Expenses $297,066

TOTAL EXPENSES $1,701,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,633,917	$5,499,745	-0.3%
Expenses	$1,701,529	$1,178,981	+0.4%
Net Income	$1,932,388	$4,320,764	-0.6%

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

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

$104,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Ellison	Executive Dir.	25.00	Officer	$100,939	$3,854	$104,793
DAN GUMPERT	Treasurer	2.00	Officer Director	$0	$0	$0
STEVE GOLDBERG	President	2.00	Officer Director	$0	$0	$0
JEFF CLAIR	Vice President	2.00	Officer Director	$0	$0	$0
THEO GOODWIN	Director	1.00	Director	$0	$0	$0
MICHAEL POLIS	Director	1.00	Director	$0	$0	$0
JULIAN ROBINSON	Director	2.00	Director	$0	$0	$0
MICHAEL ROCHMAN	Director	1.00	Director	$0	$0	$0
SETH ROSENTHAL	Director	1.00	Director	$0	$0	$0
JEN STOECKLEIN	Director	1.00	Director	$0	$0	$0
HANNAH SHAKIN	Director	1.00	Director	$0	$0	$0
NANCY LOEB WILLIAMS	Secretary	2.00	Officer Director	$0	$0	$0
ROBERT SPECTOR	Director	1.00	Director	$0	$0	$0
RICHARD WEISBERG	Director	1.00	Director	$0	$0	$0
HOPE RAVINOVITZ	PAST PRESIDENT	2.00	Officer	$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
2024	$3,633,917	$1,701,529	$21,145,297	$1,932,388
2023	$5,499,745	$1,178,981	$18,115,960	$4,320,764
2022	$2,918,422	$1,181,778	$13,011,250	$1,736,644
2021	$2,548,086	$1,233,043	$14,178,832	$1,315,043
2020	$1,364,432	$833,934	$11,857,385	$530,498
2019	$1,693,745	$878,347	$10,671,492	$815,398
2018	$2,526,516	$760,538	$8,573,581	$1,765,978

JEWISH COMMUNITY FOUNDATION OF THE WEST