MOUNT ZION HEALTH FUND

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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

1985

Legal Domicile

Principal Officer

JAY LUXENBERG

Phone

4157770411

Tax Period

2024-07-01 to 2025-06-30

MOUNT ZION HEALTH FUND, founded in 1985, is a small nonprofit in the Human Services sector that reported $124K in total revenue in fiscal year 2024. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $2.6M exceeded revenue, resulting in a 1963% operating deficit.

Mission

THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL ORRELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THEBENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITYFEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

Program Service Accomplishments

Program 1

Expenses: $2,008,209

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 $1,255

Other Revenue $122,810

TOTAL REVENUE $124,065

Expense Breakdown

Grants Paid $2,008,209

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,008,209

Other Expenses $550,988

TOTAL EXPENSES $2,559,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,065	$1,609,200	-0.9%
Expenses	$2,559,197	$4,739,854	-0.5%
Net Income	$-2,435,132	$-3,130,654	-0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY BERLER	DIRECTOR/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WARREN BRAUNIG	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN DINKELSPIEL	DIRECTOR	1.00	Director	$0	$0	$0
KALAH ESPINOZA	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
EVAN LOEVNER	DIRECTOR	1.00	Director	$0	$0	$0
LAIAH IDELSON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN AIDEM MARING	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN RUSHAKOFF	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
HOWARD STEIERMANN	DIRECTOR	1.00	Director	$0	$0	$0
TED STOREY	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BONTEMPO	DIRECTOR	1.00	Director	$0	$0	$0
MIKE RABOW	DIRECTOR	1.00	Director	$0	$0	$0
NARDA SKOV	DIRECTOR	1.00	Director	$0	$0	$0
FIONA WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JUDY YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY ADLER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE GUY	DIRECTOR	1.00	Director	$0	$0	$0
CATHY PARK	DIRECTOR	1.00	Director	$0	$0	$0
MITCH FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN SEDWAY	DIRECTOR	1.00	Director	$0	$0	$0

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	$124,065	$2,559,197	$60,322,742	$-2,435,132
2024	$1,609,200	$4,739,854	$56,432,954	$-3,130,654
2023	$1,538,171	$3,786,716	$53,347,477	$-2,248,545
2022	$4,156,647	$2,077,430	$53,316,746	$2,079,217
2021	$9,963,959	$2,756,061	$62,093,573	$7,207,898
2020	$2,003,207	$3,862,200	$45,925,967	$-1,858,993
2019	$2,478,817	$2,295,561	$48,524,833	$183,256
2018	$206,324	$3,652,674	$47,774,423	$-3,446,350