JEWISH COMMUNITY FOUNDATION OF SAN… - Form 990 Financial Data

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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

1967

Legal Domicile

Principal Officer

JEREMY PEARL

Phone

8582792740

Tax Period

2024-07-01 to 2025-06-30

JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, founded in 1967, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $194.2M in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37.1M, a strong 19% operating margin.

Mission

TO COLLABORATE WITH INDIVIDUALS AND ORGANIZATIONS, AND LEVERAGE PHILANTHROPIC CAPITAL FOR POSITIVE IMPACT. TO COMBINE DONOR-DRIVEN PHILANTHROPY, INVESTING, AND EDUCATION WITH TRUSTED, PERSONALIZED SERVICE, ENABLING INDIVIDUALS AND ORGANIZATIONS TO EFFECTIVELY DEDICATE THEIR RESOURCES FOR MAXIMUM BENEFIT IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $151,896,526 Revenue: $695,895

DISTRIBUTION OF APPROXIMATELY 8,000 GRANTS TO APPROXIMATELY 1,800 CHARITABLE, EDUCATIONAL AND RELIGIOUS ORGANIZATIONS.

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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 $163,069,525

Program Service Revenue $695,895

Investment Income $30,409,453

Other Revenue $62,326

TOTAL REVENUE $194,237,199

Expense Breakdown

Grants Paid $151,315,440

Salaries & Benefits $2,804,850

Fundraising Expenses $1,136,302

Program Expenses $151,896,526

Other Expenses $3,034,842

TOTAL EXPENSES $157,155,132

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,237,199	$273,725,033	-0.3%
Expenses	$157,155,132	$203,060,898	-0.2%
Net Income	$37,082,067	$70,664,135	-0.5%

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

$1,067,384

Total Directors

Key Employees

$189,630

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA BERANBAUM	CHAIR, DIRECTOR	3.00	Officer Director	$0	$0	$0
RON FRIEDMAN	VICE CHAIR, DIRECTOR	3.00	Officer Director	$0	$0	$0
THERESA DUPUIS	SECRETARY, DIRECTOR	3.00	Officer Director	$0	$0	$0
MICHAEL LEVINSON	TREASURER, DIRECTOR	3.00	Officer Director	$0	$0	$0
ANDY RATNER	ASSISTANT TREASURER, DIRECTOR	3.00	Officer Director	$0	$0	$0
GRAEME GABRIEL	IMMEDIATE PAST CHAIR, DESIGNATED DIRECTOR	3.00	Director	$0	$0	$0
DEBBY CUSHMAN-PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ELENA HIGH	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
BEN ARNOLD	DIRECTOR	1.00	Director	$0	$0	$0
LARRY KATZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFF PLATT	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SPECTOR	DIRECTOR	1.00	Director	$0	$0	$0
JUDI GOTTSCHALK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BARK	JEWISH FEDERATION OF SD REPRESENTATIVE	1.00	Director	$0	$0	$0
JEREMY PEARL	PRESIDENT & CEO	40.00	Officer	$388,134	$90,043	$478,177
SHARLEEN WOLLACH	CHIEF IMPACT OFFICER	40.00	Officer	$247,061	$60,057	$307,118
ELI LANDAU	CFO	40.00	Officer	$236,858	$45,231	$282,089
LAWRENCE SHERMAN	GENERAL COUNSEL	3.00	Officer	$0	$0	$0
OLLIE BENN	DIRECTOR OF PHILANTHROPY AND SOCIAL IMPACT	40.00	Key Emp	$166,521	$23,109	$189,630
TRACI SERRANO	DIRECTOR OF ADMINISTRATION & HR	40.00	Highest	$133,098	$27,071	$160,169
SARAH SCHATZ	SENIOR MANAGER OF PHILANTHROPY	40.00	Highest	$122,256	$23,739	$145,995
ESTELA MITRANI	LEGACY PROGRAM MANAGER	40.00	Highest	$113,138	$30,797	$143,935
JOSIE ARELLANO	SENIOR STAFF ACCOUNTANT	40.00	Highest	$102,091	$25,510	$127,601
BETH SIRULL	FORMER PRESIDENT/CEO	0.00		$195,082	$57,075	$252,157

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	$194,237,199	$157,155,132	$862,339,503	$37,082,067
2024	$273,725,033	$203,060,898	$788,612,800	$70,664,135
2023	$172,547,847	$178,976,298	$671,468,910	$-6,428,451
2022	$250,408,215	$103,090,978	$651,900,229	$147,317,237
2021	$102,928,936	$73,016,249	$566,554,047	$29,912,687
2020	$106,011,475	$82,881,549	$448,399,166	$23,129,926
2019	$125,092,750	$79,367,805	$424,452,236	$45,724,945
2018	$131,533,752	$86,623,731	$346,971,259	$44,910,021

JEWISH COMMUNITY FOUNDATION OF SAN DIEGO