B-W SUPPORTING FOUNDATION (EIN 943239096) - 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

1991

Legal Domicile

Principal Officer

BERNARD OSHER

Phone

4157770411

Tax Period

2022-07-01 to 2023-06-30

B-W SUPPORTING FOUNDATION, founded in 1991, is a micro nonprofit that reported $1K in total revenue in fiscal year 2022. Revenue fell 112% 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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $117

Other Revenue $-1,319

TOTAL REVENUE $-1,202

Expense Breakdown

Grants Paid $516,532

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $516,532

Other Expenses $14,745

TOTAL EXPENSES $531,277

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-1,202	$9,681	-1.1%
Expenses	$531,277	$27,900	+18.0%
Net Income	$-532,479	$-18,219	+28.2%

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

$66,000

Total Directors

$66,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHYLLIS COOK	VICE PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$66,000
BARBARA BAKAR	DIRECTOR	1.00	Director	$0	$0	$0
DIANE WILSEY	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD OSHER	PRESIDENT, DIRECTOR	1.00	Officer Director	$0	$0	$0
RICHARD ROSENBERG	DIRECTOR/SECRETARY/TREASUR	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
2023	$-1,202	$531,277	No data	$-532,479
2022	$9,681	$27,900	$533,363	$-18,219
2021	$12,560	$250,200	$550,698	$-237,640
2020	$15,519	$190	$788,338	$15,329
2019	$17,909	$227	$773,009	$17,682
2018	$15,530	$293	$755,327	$15,237

B-W SUPPORTING FOUNDATION