KESSLER FAMILY FOUNDATION (EIN 760784729) - 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

RANDY KESSLER

Phone

4155126276

Tax Period

2023-07-01 to 2024-06-30

KESSLER FAMILY FOUNDATION, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $133K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $184K exceeded revenue, resulting in a 38% 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 (2023)

Revenue Breakdown

Contributions & Grants $83,250

Program Service Revenue $0

Investment Income $50,030

Other Revenue $0

TOTAL REVENUE $133,280

Expense Breakdown

Grants Paid $160,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $160,750

Other Expenses $22,957

TOTAL EXPENSES $183,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,280	$145,113	-0.1%
Expenses	$183,707	$150,219	+0.2%
Net Income	$-50,427	$-5,106	+8.9%

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

$2,074,352

Total Directors

$212,881

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA TABAK	DIRECTOR, TREASURER	1.00	Officer Director	$0	$20,421	$212,881
RANDALL KESSLER	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
GINA KESSLER LEE	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
DREW KESSLER	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS ALBERS	DIRECTOR	1.00	Director	$0	$0	$0
JOE HURWICH	DIRECTOR	1.00	Director	$0	$0	$0
SANFORD COLEN	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA RANDALL	ASSISTANT TREASURER	1.00	Officer	$0	$37,236	$313,506
JOY SISISKY	ASSISTANT TREASURER	1.00	Officer	$0	$50,736	$707,850
BRIAN MENDEL	ASSISTANT TREASURER (FRON 11/29/23)	1.00	Officer	$0	$20,190	$173,212
TANYA SHADOAN	ASSISTANT TREASURER	1.00	Officer	$0	$11,260	$314,156
BRIAN KATAOKA	ASSISTANT TREASURER (TO 11/29/23)	1.00	Officer	$0	$11,628	$136,841
NICOLAS ELSISHANS	ASSISTANT TREASURER (FROM 11/29/23)	1.00	Officer	$0	$20,817	$215,906

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	No data	No data	No data	No data
2024	$133,280	$183,707	$2,423,739	$-50,427
2023	$145,113	$150,219	$2,267,504	$-5,106
2022	$250,018	$147,814	$2,210,434	$102,204
2021	$110,482	$178,568	$2,547,755	$-68,086
2020	$156,231	$198,258	$2,218,124	$-42,027
2019	$203,521	$212,544	$2,372,386	$-9,023

KESSLER FAMILY FOUNDATION