BARNEY AND RACHEL GOTTSTEIN CARITA… - Form 990 Financial Data

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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

2022

Legal Domicile

Principal Officer

RON KATZ

Phone

4155126276

Tax Period

2023-07-01 to 2024-06-30

BARNEY AND RACHEL GOTTSTEIN CARITABLE FOUNDATION, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 92% from the prior year — a significant decline worth monitoring. Net assets of $36.2M represent 287 months of operating reserves.

Mission

THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $1,223,792

THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

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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 $152,144

Program Service Revenue $0

Investment Income $1,363,445

Other Revenue $0

TOTAL REVENUE $1,515,589

Expense Breakdown

Grants Paid $1,223,792

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,223,792

Other Expenses $400,773

TOTAL EXPENSES $1,624,565

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,515,589	$19,185,847	-0.9%
Expenses	$1,624,565	$1,159,678	+0.4%
Net Income	$-108,976	$18,026,169	-1.0%

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

$1,861,471

Total Directors

$707,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON KATZ	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMUEL GOTTSTEIN	DIRECTOR/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
AMY FRIEDKIN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN PERLMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOY SISISKY	DIRECTOR/TREASURER	1.00	Officer Director	$0	$50,736	$707,850
REBECCA RANDALL	SECRETARY	1.00	Officer	$0	$37,236	$313,506
TANYA SHADOAN	ASSISTANT TREASURER	1.00	Officer	$0	$11,260	$314,156
BRIAN MENDEL	ASSISTANT TREASURER	1.00	Officer	$0	$20,190	$173,212
NICOLAS ELSISHANS	ASSISTANT TREASURER (AS OF 12/11/23)	1.00	Officer	$0	$20,817	$215,906
BRIAN KATAOKA	ASSISTANT TREASURER (TO 12/11/23)	1.00	Officer	$0	$11,628	$136,841

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	$1,515,589	$1,624,565	$36,332,486	$-108,976
2022	$15,145,476	$705,596	$13,404,778	$14,439,880

BARNEY AND RACHEL GOTTSTEIN CARITABLE FOUNDATION