LIBITZKY FAMILY FOUNDATION (EIN 943372543) - 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

1999

Legal Domicile

Principal Officer

MOSES LIBITZKY

Phone

4155126276

Tax Period

2023-07-01 to 2024-06-30

LIBITZKY FAMILY FOUNDATION, founded in 1999, is a community nonprofit in the Religion sector that reported $7.2M in total revenue in fiscal year 2023. Revenue surged 950% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 34% operating margin.

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 (2023)

Revenue Breakdown

Contributions & Grants $6,238,809

Program Service Revenue $0

Investment Income $1,000,033

Other Revenue $0

TOTAL REVENUE $7,238,842

Expense Breakdown

Grants Paid $4,625,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,625,000

Other Expenses $123,088

TOTAL EXPENSES $4,748,088

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,238,842	$689,405	+9.5%
Expenses	$4,748,088	$1,054,728	+3.5%
Net Income	$2,490,754	$-365,323	-7.8%

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

$1,937,510

Total Directors

$212,881

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA TABAK	DIRECTOR, ASSISTANT SECRET	1.00	Officer Director	$0	$20,421	$212,881
MOSES LIBITZKY	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN LIBITZKY	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN PETROWSKY	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
ANITA FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN RUBY	DIRECTOR	1.00	Director	$0	$0	$0
ANDY WASSERMAN	DIRECTOR, TREASURER	1.00	Officer Director	$0	$0	$0
JOY SISISKY	ASSISTANT TREASURER (AS OF 1/30/24)	1.00	Officer	$0	$50,736	$707,850
REBECCA RANDALL	ASSISTANT TREASURER (AS OF 1/30/24)	1.00	Officer	$0	$37,236	$313,506
TANYA SHADOAN	ASSISTANT TREASURER (AS OF 1/30/24)	1.00	Officer	$0	$11,260	$314,156
NICOLAS ELSISHANS	ASSISTANT TREASURER (AS OF 1/30/24)	1.00	Officer	$0	$20,816	$215,905
BRIAN MENDEL	ASSISTANT TREASURER (AS OF 1/30/24)	1.00	Officer	$0	$20,190	$173,212

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	$7,238,842	$4,748,088	$16,494,994	$2,490,754
2023	$689,405	$1,054,728	$14,174,753	$-365,323
2022	$820,467	$1,863,920	$14,136,651	$-1,043,453
2021	$1,879,741	$923,510	$16,385,031	$956,231
2020	$7,507,867	$1,696,584	$14,824,430	$5,811,283
2019	$-719,953	$396,599	$8,561,891	$-1,116,552
2018	$3,950,488	$1,739,350	$9,200,190	$2,211,138

LIBITZKY FAMILY FOUNDATION