THE ENDOWMENT FOR FEDERATION

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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

2016

Legal Domicile

Principal Officer

ANDREW RATNER

Phone

8582792740

Tax Period

2022-07-01 to 2023-06-30

THE ENDOWMENT FOR FEDERATION, founded in 2016, is a small nonprofit in the Human Services sector that reported $611K in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $854K exceeded revenue, resulting in a 40% operating deficit.

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.

Program Service Accomplishments

Program 1

Expenses: $751,791

DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $204,593

Program Service Revenue $0

Investment Income $406,026

Other Revenue $0

TOTAL REVENUE $610,619

Expense Breakdown

Grants Paid $751,791

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $751,791

Other Expenses $102,499

TOTAL EXPENSES $854,290

Year-over-Year Comparison

	2022	2021	Change
Revenue	$610,619	$553,592	+0.1%
Expenses	$854,290	$784,057	+0.1%
Net Income	$-243,671	$-230,465	+0.1%

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

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

$391,052

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW RATNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELAINE GALINSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT RUBENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JACK MAIZEL	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW VITERBI	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT CHORTEK	DIRECTOR	1.00	Director	$0	$0	$0
GRAEME GABRIEL	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY PEARL	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$64,889	$391,052

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	No data	No data	No data	No data
2023	$610,619	$854,290	$13,211,076	$-243,671
2022	$553,592	$784,057	$12,814,344	$-230,465
2021	$533,397	$737,177	$14,842,288	$-203,780
2020	$878,225	$793,000	$11,761,857	$85,225
2019	$560,498	$647,378	$11,878,772	$-86,880
2018	$6,399,495	$571,053	$11,978,571	$5,828,442