JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA (EIN 941156533) - 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

1921

Legal Domicile

Principal Officer

JOY SISISKY

Phone

4157770411

Tax Period

2022-07-01 to 2023-06-30

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA, founded in 1921, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $124.9M in total revenue in fiscal year 2022. Revenue fell 51% from the prior year — a significant decline worth monitoring. Net assets of $1.3B represent 124 months of operating reserves.

Mission

GRANTMAKING & PROGRAMS TO SUPPORT EDUCATION, SERVICES, & ENGAGEMENT IN THE JEWISH COMMUNITY

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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 $93,322,582

Program Service Revenue $2,378,159

Investment Income $28,851,614

Other Revenue $382,310

TOTAL REVENUE $124,934,665

Expense Breakdown

Grants Paid $101,279,855

Salaries & Benefits $12,973,651

Fundraising Expenses $9,825,041

Program Expenses $105,526,302

Other Expenses $10,705,663

TOTAL EXPENSES $124,966,907

Year-over-Year Comparison

	2022	2021	Change
Revenue	$124,934,665	$255,002,882	-0.5%
Expenses	$124,966,907	$117,996,235	+0.1%
Net Income	$-32,242	$137,006,647	-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

163

Volunteers

500

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

$1,581,506

Total Directors

Key Employees

$456,819

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARTHUR SLEPIAN	DIRECTOR/BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JIM HEEGER	DIRECTOR/IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
SUSIE SORKIN	DIRECTOR/VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAN COHN	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
ANDY CHENG	DIRECTOR	1.00	Director	$0	$0	$0
ANN P BECKER	DIRECTOR	1.00	Director	$0	$0	$0
BARRY COHN	DIRECTOR	1.00	Director	$0	$0	$0
BOB TANDLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRIEDKIN	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN RUBY	DIRECTOR	1.00	Director	$0	$0	$0
FRED ISAAC	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE WEINSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JERRY YANOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA MINKOFF	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH KAHN	DIRECTOR	1.00	Director	$0	$0	$0
LAURA ROOKLIN	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
GUY MIASNIK	DIRECTOR	1.00	Director	$0	$0	$0
MARC DOLLINGER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE TANDOWSKY	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
MOSES LIBITZKY	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA KEHIMKAR	DIRECTOR	1.00	Director	$0	$0	$0
DARA PINCAS	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN GANZ	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SAAL	DIRECTOR	1.00	Director	$0	$0	$0
VALLI BENESCH	DIRECTOR	1.00	Director	$0	$0	$0
VARDA RABIN	DIRECTOR	1.00	Director	$0	$0	$0
BETH COUSINS	CIO/ASST SEC (TO 9/23/22)	37.50	Officer	$307,260	$5,284	$312,544
BRIAN KATAOKA	INTERIM CFO/ASST TREAS (TO 5/18/23)	37.50	Officer	$205,182	$25,439	$230,621
JOY SISISKY	CEO	37.50	Officer	$520,000	$32,978	$552,978
TANYA SHADOAN	CHIEF OPERATING OFFICER(FROM 10/1/22)	37.50	Officer	$221,088	$15,714	$236,802
REBECCA RANDALL	CPO/ASST SECRETARY	37.50	Officer	$205,834	$42,727	$248,561
NICOLAS ELSISHANS	CFO/ASST TREASURER (FROM 5/8/23)	37.50	Officer	$0	$0	$0
AFSHIN AFSHAR	CHIEF INFORMATION OFFICER	37.50	Key Emp	$200,588	$14,865	$215,453
LISA TABAK	DIRECTOR OF PHILANTHROPY	37.50	Key Emp	$220,159	$21,207	$241,366
JENNIFER SMITH	EXEC DIRECTOR, DILLER TEEN	37.50	Highest	$301,251	$28,463	$329,714
STEVE BROWN	SR DIR. PLANNED GIVING	37.50	Highest	$188,333	$17,229	$205,562
RACHEL KABER	SR DIR PHILANTHROPIC EXP.	37.50	Highest	$180,354	$24,626	$204,980
ANGELA INGEL	INTERIM MANAGING DIR MARKETING	37.50	Highest	$175,546	$16,809	$192,355
DEBORAH TUTTLE	SR DIR. FAMILY PHINTHROPY	37.50	Highest	$172,312	$14,374	$186,686

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	$124,934,665	$124,966,907	$1,431,551,846	$-32,242
2022	$255,002,882	$117,996,235	$1,376,293,215	$137,006,647
2021	$154,567,295	$106,073,887	$1,443,740,655	$48,493,408
2020	$186,384,757	$123,418,313	$1,187,507,760	$62,966,444
2019	$144,796,926	$101,457,296	$1,111,133,452	$43,339,630
2018	$179,606,835	$99,067,005	$1,110,063,213	$80,539,830

JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA