THE 565 MAYFIELD FOUNDATION (EIN 943381996) - 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

2000

Legal Domicile

Principal Officer

LELA SARNAT

Phone

4157770411

Tax Period

2023-07-01 to 2024-06-30

THE 565 MAYFIELD FOUNDATION, founded in 2000, is a micro nonprofit in the Human Services sector that reported $70K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $190K exceeded revenue, resulting in a 171% operating deficit.

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 $0

Program Service Revenue $0

Investment Income $70,154

Other Revenue $0

TOTAL REVENUE $70,154

Expense Breakdown

Grants Paid $169,406

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,406

Other Expenses $20,448

TOTAL EXPENSES $189,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,154	$86,149	-0.2%
Expenses	$189,854	$202,509	-0.1%
Net Income	$-119,700	$-116,360	+0.0%

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

$369,582

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LELA SARNAT	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
JOAN LEVISON	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
DARYL MESSINGER	SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
DEBBIE TUTTLE BERKOWITZ	TREASURER	1.00	Officer	$0	$15,275	$196,370
BRIAN MENDEL	ASSISTANT TREASURER	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	$70,154	$189,854	$3,459,780	$-119,700
2023	$86,149	$202,509	$3,258,820	$-116,360
2022	$246,587	$209,028	$3,259,634	$37,559
2021	$119,855	$187,726	$3,869,317	$-67,871
2020	$118,841	$268,067	$3,304,877	$-149,226
2019	$161,680	$182,538	$3,418,852	$-20,858
2018	$58,681	$186,198	$3,372,410	$-127,517

THE 565 MAYFIELD FOUNDATION