JEWISH FAMILY SERVICE OF SAN DIEGO (EIN 951644024) - 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

1918

Legal Domicile

Principal Officer

DANA TOPPEL

Phone

8586373000

Tax Period

2024-07-01 to 2025-06-30

JEWISH FAMILY SERVICE OF SAN DIEGO, founded in 1918, is a mid-sized nonprofit in the Human Services sector that reported $93.1M in total revenue in fiscal year 2024. Revenue decreased 20% compared to the prior year. Expenses of $85.6M left a modest 8% surplus.

Mission

CLIENT-CENTERED, IMPACT-DRIVEN ORG BUILDING A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO.

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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 $82,692,219

Program Service Revenue $9,899,765

Investment Income $1,443,061

Other Revenue $-891,741

TOTAL REVENUE $93,143,304

Expense Breakdown

Grants Paid $18,164,967

Salaries & Benefits $40,857,280

Fundraising Expenses $4,053,361

Program Expenses $73,151,317

Other Expenses $26,611,576

TOTAL EXPENSES $85,633,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,143,304	$116,334,969	-0.2%
Expenses	$85,633,823	$113,869,852	-0.2%
Net Income	$7,509,481	$2,465,117	+2.0%

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

682

Volunteers

761

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

$838,177

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL HOPKINS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$505,874	$58,018	$563,892
BERNADETTE GRIGGS	CHIEF FINANCIAL OFFICER	40.00	Officer	$244,494	$29,791	$274,285
DANA TOPPEL	CHIEF OPERATING OFFICER	40.00	Highest	$489,232	$62,627	$551,859
MICHAEL WACHT	CHIEF TECHNOLOGY OFFICER	40.00	Highest	$201,259	$7,581	$208,840
SHREYA S SASAKI	CHIEF PROGRAM & IMPACT OFFICER	40.00	Highest	$185,205	$32,298	$217,503
ANITA REICHERT	VP OF PEOPLE AND CULTURE	40.00	Highest	$177,442	$19,510	$196,952
TANYA E HACKEL	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$166,652	$19,356	$186,008
DEBORAH BUCKSBAUM	CHAIR	4.00	Officer Director	$0	$0	$0
THERESA DUPUIS	1ST VICE CHAIR	4.00	Officer Director	$0	$0	$0
SEAN JOSEPH	2ND VICE CHAIR	4.00	Officer Director	$0	$0	$0
RYAN GOLDENHAR	TREASURER	2.00	Officer Director	$0	$0	$0
JOEL SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
MARIE G RAFTERY	ADVISORY OFFICER	2.00	Officer Director	$0	$0	$0
SARAH BAKHIET	DIRECTOR	2.00	Director	$0	$0	$0
LILLY CHENG PHD	DIRECTOR	2.00	Director	$0	$0	$0
CONGRESSWOMAN SUSAN DAVIS RET	DIRECTOR	2.00	Director	$0	$0	$0
NADIA FARJOOD	DIRECTOR	2.00	Director	$0	$0	$0
GARY FROST	DIRECTOR	2.00	Director	$0	$0	$0
SETH KROSNER MD	DIRECTOR	2.00	Director	$0	$0	$0
RABBI JASON NEVAREZ	DIRECTOR	2.00	Director	$0	$0	$0
ADAM ROSENTHAL	DIRECTOR	2.00	Director	$0	$0	$0
JOEL SHAPS	DIRECTOR	2.00	Director	$0	$0	$0
AMY CORTON	DIRECTOR	2.00	Director	$0	$0	$0
MERYL MANEKER	DIRECTOR	2.00	Director	$0	$0	$0
JON NACHISON PHD	DIRECTOR	2.00	Director	$0	$0	$0
AGNES WONG NICKERSON	DIRECTOR	2.00	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
2025	$93,143,304	$85,633,823	$102,734,370	$7,509,481
2024	No data	No data	No data	No data
2023	$78,117,604	$78,381,471	$99,399,295	$-263,867
2022	$81,992,764	$61,574,693	$83,439,392	$20,418,071
2021	$44,946,146	$38,939,447	$73,669,402	$6,006,699
2020	$34,024,073	$32,440,990	$60,734,262	$1,583,083
2019	$32,383,342	$24,896,100	$54,702,280	$7,487,242
2018	$19,918,613	$19,305,208	$41,877,802	$613,405
2018	$19,918,613	$19,305,208	$41,877,802	$613,405

JEWISH FAMILY SERVICE OF SAN DIEGO