BILL GRAHAM SUPPORTING FOUNDATION

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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

JODI GOODMAN

Phone

4157770411

Tax Period

2023-07-01 to 2024-06-30

BILL GRAHAM SUPPORTING FOUNDATION, founded in 1992, is a small nonprofit that reported $510K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $448K 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: $399,506

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 $274,406

Program Service Revenue $0

Investment Income $235,916

Other Revenue $0

TOTAL REVENUE $510,322

Expense Breakdown

Grants Paid $399,506

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $399,506

Other Expenses $48,915

TOTAL EXPENSES $448,421

Year-over-Year Comparison

	2023	2022	Change
Revenue	$510,322	$428,793	+0.2%
Expenses	$448,421	$470,438	0.0%
Net Income	$61,901	$-41,645	-2.5%

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

$1,724,629

Total Directors

$196,370

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB BARSOTTI	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
RICK SWIG	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
DEBBIE TUTTLE BERKOWITZ	TREASURER/DIRECTOR	1.00	Director	$0	$15,275	$196,370
JODI GOODMAN	PRESIDENT	1.00	Officer	$0	$0	$0
JOY SISISKY	ASSISTANT TREASURER (AS OF 11/20/23)	1.00	Officer	$0	$50,736	$707,850
REBECCA RANDALL	ASSISTANT TREASURER (AS OF 11/20/23)	1.00	Officer	$0	$37,236	$313,506
TANYA SHADOAN	ASSISTANT TREASURER (AS OF 11/20/23)	1.00	Officer	$0	$11,259	$314,155
BRIAN MENDEL	ASSISTANT TREASURER (AS OF 11/20/23)	1.00	Officer	$0	$20,190	$173,212
NICOLAS ELSISHANS	ASSISTANT TREASURER (AS OF 11/20/23)	1.00	Officer	$0	$20,817	$215,906

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	$510,322	$448,421	$5,274,508	$61,901
2023	$428,793	$470,438	$5,005,951	$-41,645
2022	$491,564	$440,217	$5,103,381	$51,347
2021	$511,218	$612,465	$5,859,096	$-101,247
2020	$457,072	$450,826	$5,076,558	$6,246
2019	$707,910	$604,181	$5,462,495	$103,729
2018	$677,934	$540,887	$5,674,132	$137,047