ALBERT L SCHULTZ & JANET A SCHULTZ… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

HARVEY FREEDMAN

Phone

4157770411

Tax Period

2023-07-01 to 2024-06-30

ALBERT L SCHULTZ & JANET A SCHULTZ 1991 SUPPORTING FOUNDATION, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $6K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $5K left a modest 12% surplus.

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: $3,650

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,884

Other Revenue $0

TOTAL REVENUE $5,884

Expense Breakdown

Grants Paid $3,650

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,650

Other Expenses $1,545

TOTAL EXPENSES $5,195

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,884	$4,309	+0.4%
Expenses	$5,195	$2,800	+0.9%
Net Income	$689	$1,509	-0.5%

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

$1,101,614

Total Directors

$71,971

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR HARVEY FREEDMAN	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
PHYLLIS COOK	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$71,971
DANA CORVIN	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
DEANA FREEDMAN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CAMILLE MENKE	ASSISTANT SECRETARY (TO JU	1.00	Officer	$0	$18,992	$148,581
BRIAN MENDEL	ASSISTANT TREASURER (FROM 5/30/24)	1.00	Officer	$0	$20,190	$173,212
JOY SISISKY	ASSISTANT TREASURER (FROM 5/30/24)	1.00	Officer	$0	$50,736	$707,850

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	$5,884	$5,195	$2,627,629	$689
2023	$4,309	$2,800	$2,626,940	$1,509
2022	$202	$2,520	$2,625,431	$-2,318
2021	$175	$2,510	$2,628,749	$-2,335
2020	$1,594	$3,520	$2,632,084	$-1,926
2019	$2,668	$2,224	$2,632,010	$444
2018	$714	$2,560	$2,632,566	$-1,846

ALBERT L SCHULTZ & JANET A SCHULTZ 1991 SUPPORTING FOUNDATION