SANDLER FOUNDATION (EIN 943147856) - 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

1992

Legal Domicile

Principal Officer

STEVE DAETZ

Phone

4157770411

Tax Period

2024-07-01 to 2025-06-30

SANDLER FOUNDATION, founded in 1992, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2024. Revenue fell 113% from the prior year — a significant decline worth monitoring.

Mission

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

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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 $-2,171,474

Other Revenue $0

TOTAL REVENUE $-2,171,474

Expense Breakdown

Grants Paid $353,625,080

Salaries & Benefits $1,398,328

Fundraising Expenses $0

Program Expenses $354,741,574

Other Expenses $1,160,097

TOTAL EXPENSES $356,183,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-2,171,474	$16,621,643	-1.1%
Expenses	$356,183,505	$65,066,512	+4.5%
Net Income	$-358,354,979	$-48,444,869	+6.4%

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

$1,472,831

Total Directors

$766,217

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SANDLER	DIRECTOR/BOARD CHAIR/VP	1.00	Officer Director	$0	$0	$0
PHYLLIS COOK	DIRECTOR	1.00	Director	$0	$0	$66,356
DAVID AGGER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FOLKMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DAETZ	DIRECTOR,PRESIDENT,AST SEC	40.00	Officer Director	$602,182	$97,679	$699,861
JOY SISISKY	TREASURER/SECRETARY	1.00	Officer	$0	$56,600	$772,970
SERGIO KNAEBEL	GRANTS DIRECTOR	36.00	Highest	$263,327	$71,171	$334,498
JEANNETTE DEMESMIN-RODRIGUES	EXECUTIVE ASSISTANT	32.00	Highest	$115,903	$29,148	$145,051
SUSAN HYDE	EXECUTIVE ASSISTANT	32.00	Highest	$115,890	$22,112	$138,002

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	$-2,171,474	$356,183,505	$251,651,548	$-358,354,979
2024	$16,621,643	$65,066,512	$572,968,821	$-48,444,869
2023	$15,366,307	$70,736,091	$612,261,888	$-55,369,784
2022	$40,866,490	$67,960,612	$672,162,748	$-27,094,122
2021	$12,570,533	$76,710,966	$750,976,876	$-64,140,433
2020	$253,171,244	$88,209,955	$833,555,725	$164,961,289
2019	$33,043,836	$65,914,094	$948,056,423	$-32,870,258
2018	$23,490,195	$64,036,863	$961,769,757	$-40,546,668

SANDLER FOUNDATION