JEWISH FEDERATION OF SAN DIEGO COUNTY (EIN 951319015) - 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

1941

Legal Domicile

Principal Officer

HEIDI GANTWERK

Phone

8585713444

Tax Period

2024-07-01 to 2025-06-30

JEWISH FEDERATION OF SAN DIEGO COUNTY, founded in 1941, is a mid-sized nonprofit that reported $17.6M in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.1M, a strong 23% operating margin.

Mission

JEWISH FEDERATION OF SAN DIEGO COUNTY IS DEDICATED TO BUILDING A VIBRANT, CARING, CONNECTED, AND ENDURING JEWISH COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $16,456,436

Program Service Revenue $878,118

Investment Income $327,558

Other Revenue $-44,709

TOTAL REVENUE $17,617,403

Expense Breakdown

Grants Paid $5,716,640

Salaries & Benefits $4,099,961

Fundraising Expenses $1,179,224

Program Expenses $10,299,147

Other Expenses $3,699,826

TOTAL EXPENSES $13,516,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,617,403	$25,666,223	-0.3%
Expenses	$13,516,427	$14,152,657	0.0%
Net Income	$4,100,976	$11,513,566	-0.6%

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

Volunteers

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

$485,095

Total Directors

$485,095

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTOR SHLIONSKY	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
SARAH SHEKHTER	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
TINA BRENBAUM	JEWISH COMMUNITY FOUNDATION BOARD CHAI	1.00	Officer Director	$0	$0	$0
DAVID FUHRIMAN	CFO	40.00	Officer Director	$96,236	$0	$96,236
SONIA ISRAEL	VICE CO-CHAIR,CAMPAIGN	1.00	Officer Director	$0	$0	$0
SIMONE ABELSOHN	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
SILVANA CHRISTY	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
SETH KROSNER	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
SARA KABAKOFF	WOMEN'S PHILANTHROPY CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
KIRA FINKENBERG	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
RONIT DORKER	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ROBERT RUBENSTEIN	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
MERYL MANEKER	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
LISA PEARL	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
LISA KORNFELD	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ALLISON HAUSER ERICKSON	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
HEATHER KEITH	WOMEN'S PHILANTHROPY CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
LARRY KATZ	VICE CHAIR AND SECRETARY/T	1.00	Officer Director	$0	$0	$0
JOSH FEDER	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
GURI STARK	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
JEREMY PEARL	PERMANENT GUEST (JCF CEO)	1.00	Director	$0	$0	$0
JEFF SCHINDLER	VICE CO-CHAIR,CAMPAIGN	1.00	Officer Director	$0	$0	$0
JACK MAIZEL	IMMEDIATE PAST BOARD CHAIR	1.00	Officer Director	$0	$0	$0
INGRAM LOSNER	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
HOWARD SOMERS	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
URI FELDMAN	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
HEIDI GANTWERK	PRESIDENT & CEO	50.00	Officer Director	$345,590	$43,269	$388,859
JULIE DATNOW	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ELLIOT SCOTT	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
DEBBIE KORNBERG	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
DEBBIE DEVERETT	WOMEN'S PHILANTHROPY BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DAVID BRAMZON	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
DAVID BARK	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
DAVID ABRAHAM	DIRECTOR-AT-LARGE	1.00	Director	$0	$0	$0
ILENE GAIL TATRO	SENIOR DIRECTOR OF COMMUNITY PLANNING	40.00	Highest	$115,192	$13,627	$128,819
MATTHEW GOLDBERG	DIRECTOR OF CARING AND COMMUNITY RELATIONS	40.00	Highest	$105,226	$22,504	$127,730
JOANNA CHIU	CONTROLLER	40.00	Highest	$110,214	$17,017	$127,231
DARREN SCHWARTZ	CHIEF PLANNING & STRATEGY	40.00	Highest	$188,092	$15,090	$203,182
CARLY EZELL LOBENSTEIN	CHIEF OPERATING OFFICER	40.00	Highest	$147,855	$12,703	$160,558

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	$17,617,403	$13,516,427	$39,715,808	$4,100,976
2024	No data	No data	No data	No data
2023	$7,849,261	$8,855,509	$18,941,309	$-1,006,248
2022	$5,373,334	$6,262,617	$19,018,903	$-889,283
2021	$5,847,982	$5,945,367	$21,912,767	$-97,385
2020	$6,038,512	$6,263,510	$19,076,112	$-224,998
2019	$5,443,077	$6,592,325	$18,755,029	$-1,149,248

JEWISH FEDERATION OF SAN DIEGO COUNTY