COLEN FAMILY FOUNDATION

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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

2001

Legal Domicile

Principal Officer

SANDY COLEN

Phone

4155126276

Tax Period

2024-07-01 to 2025-06-30

Mission

SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF.

Program Service Accomplishments

Program 1

Expenses: $5,000

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,000

Other Expenses $0

TOTAL EXPENSES $5,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$-48,713	-1.0%
Expenses	$5,000	$76,076	-0.9%
Net Income	N/A	$-124,789	N/A

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

$226,991

Total Directors

$570,330

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANFORD COLEN	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
JEAN COLEN	DIRECTOR, VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
IVOR SILVER	DIRECTOR	1.00	Director	$0	$0	$0
LISA TABAK	DIRECTOR, SECRETARY AND TR	1.00	Officer Director	$0	$23,386	$226,991
REBECCA RANDALL	DIRECTOR	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	No data	$5,000	No data	No data
2024	$-48,713	$76,076	$5,000	$-124,789
2023	$-23,002	$1,695,881	$77,878	$-1,718,883
2022	$382,538	$631,044	$1,953,266	$-248,506
2021	$42,377	$518,758	$2,435,529	$-476,381
2020	$1,667,364	$459,784	$2,627,692	$1,207,580
2019	$429,488	$448,299	$2,232,746	$-18,811
2018	$310,701	$804,011	$2,378,586	$-493,310