THE MORTON L AND AMY R FRIEDKIN SUPPORTING FOUNDATION (EIN 800076298) - 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

2002

Legal Domicile

Principal Officer

MORTON FRIEDKIN

Phone

4155126276

Tax Period

2024-07-01 to 2025-06-30

THE MORTON L AND AMY R FRIEDKIN SUPPORTING FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $712K in total revenue in fiscal year 2024. The organization ran a surplus of $362K, a strong 51% operating margin.

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 $1,000,000

Program Service Revenue $0

Investment Income $24,849

Other Revenue $-312,805

TOTAL REVENUE $712,044

Expense Breakdown

Grants Paid $308,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $308,490

Other Expenses $41,939

TOTAL EXPENSES $350,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$712,044	$679,532	+0.0%
Expenses	$350,429	$157,542	+1.2%
Net Income	$361,615	$521,990	-0.3%

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

Total Directors

$570,330

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORTON FRIEDKIN	TRUSTEE	1.00	Director	$0	$0	$0
AMY FRIEDKIN	TRUSTEE	1.00	Director	$0	$0	$0
AMNON RODAN	TRUSTEE	1.00	Director	$0	$0	$0
LISA TABAK	TRUSTEE	1.00	Director	$0	$23,386	$226,991
REBECCA RANDALL	TRUSTEE	1.00	Director	$0	$42,589	$343,339

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	$712,044	$350,429	$7,064,604	$361,615
2024	$679,532	$157,542	$6,467,915	$521,990
2023	$159,312	$61,187	$5,946,022	$98,125
2022	$110,277	$61,344	$6,082,487	$48,933
2021	$91,953	$66,396	$6,158,224	$25,557
2020	$97,405	$74,313	$6,079,751	$23,092
2019	$70,018	$38,564	$6,059,948	$31,454
2018	$238,658	$52,688	$6,063,777	$185,970

THE MORTON L AND AMY R FRIEDKIN SUPPORTING FOUNDATION