BERNARD OSHER JEWISH PHILANTHROPIES

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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

1989

Legal Domicile

Principal Officer

BERNARD OSHER

Phone

4157770411

Tax Period

2024-07-01 to 2025-06-30

BERNARD OSHER JEWISH PHILANTHROPIES, founded in 1989, is a small nonprofit that reported $548K in total revenue in fiscal year 2024. Expenses of $659K exceeded revenue, resulting in a 20% operating deficit.

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: $626,116

THE FOUNDATION MAKES 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 $545,000

Program Service Revenue $0

Investment Income $2,884

Other Revenue $0

TOTAL REVENUE $547,884

Expense Breakdown

Grants Paid $626,116

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $626,116

Other Expenses $32,485

TOTAL EXPENSES $658,601

Year-over-Year Comparison

	2024	2023	Change
Revenue	$547,884	$513,455	+0.1%
Expenses	$658,601	$491,426	+0.3%
Net Income	$-110,717	$22,029	-6.0%

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

$2,013,571

Total Directors

$839,326

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNARD OSHER	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
PHYLLIS COOK	DIRECTOR/SECRETARY	1.00	Director	$0	$0	$66,356
JOY SISISKY	DIRECTOR/TREASURER	1.00	Officer Director	$0	$56,600	$772,970
REBECCA RANDALL	ASSISTANT TREASURER	1.00	Officer	$0	$42,589	$343,339
TANYA SHADOAN	ASSISTANT TREASURER	1.00	Officer	$0	$11,542	$323,716
BRIAN MENDEL	ASSISTANT TREASURER	1.00	Officer	$0	$23,952	$222,661
NICOLAS ELSISHANS	ASSISTANT TREASURER (TO MAR 7)	1.00	Officer	$0	$39,630	$350,885

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	$547,884	$658,601	$6,181,662	$-110,717
2024	$513,455	$491,426	$6,147,983	$22,029
2023	$4,317	$486,425	$6,138,712	$-482,108
2022	$6,444,306	$30,020	$6,623,369	$6,414,286
2021	$61	$117	$194,640	$-56
2020	$349	$20	$183,604	$329
2019	$2,531	$601,470	$208,941	$-598,939
2018	$1,001,165	$201,610	$866,956	$799,555