The Jester & Pharley Phund

EIN: 954785834 501(c)(3) Human Services

Palos Verdes Estates, CA

Total Revenue
$217,916
Total Expenses
$233,680
Total Assets
$550,586
Net Assets
$543,677
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
CA
Principal Officer
Barbara Saltzman
Phone
3105444733
Tax Period
2023-10-01 to 2024-09-30

The Jester & Pharley Phund, founded in 2000, is a small nonprofit in the Human Services sector that reported $218K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Net assets of $544K represent 30 months of operating reserves.

Mission

The Jester & Pharley Phund is dedicated to engaging underserved and ill children through the joys of reading and laughter, empowering them with greater self-efficacy, resilience, compassion and hope for the future. Our programs are centered on the award-winning childrens book The Jester Has Lost His

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $231,668
Program Service Revenue $0
Investment Income $9,112
Other Revenue $-22,864
TOTAL REVENUE $217,916

Expense Breakdown

Grants Paid $0
Salaries & Benefits $164,596
Fundraising Expenses $0
Program Expenses $219,328
Other Expenses $69,084
TOTAL EXPENSES $233,680

Year-over-Year Comparison

2023 2022 Change
Revenue $217,916 $168,006 +0.3%
Expenses $233,680 $210,735 +0.1%
Net Income $-15,764 $-42,729 -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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
16
Independent Members
16
Employees
2
Volunteers
5

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
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Barbara Saltzman President 20.00
Officer Director
$0 $0 $0
Allan Jones DDS Vice President 15.00
Officer Director
$0 $0 $0
Joe Saltzman Vice President 2.00
Officer Director
$0 $0 $0
Amy Forte Treasurer 2.00
Officer Director
$0 $0 $0
Liz Mitchell Secretary 2.00
Officer Director
$0 $0 $0
Ernie Arboles Board Member 1.00
Director
$0 $0 $0
Craig Fox Board Member 1.00
Director
$0 $0 $0
Mandaar Gokhale MD Board Member 1.00
Director
$0 $0 $0
Mauricio Heilbron Jr MD Board Member 1.00
Director
$0 $0 $0
Belma Johnson Board Member 1.00
Director
$0 $0 $0
Divya Joshi MD Board Member 1.00
Director
$0 $0 $0
Beth Kleid Board Member 1.00
Director
$0 $0 $0
Jennifer Saltzman Board Member 1.00
Director
$0 $0 $0
Michael Saltzman Board Member 1.00
Director
$0 $0 $0
Mark Wiedenmann Board Member 1.00
Director
$0 $0 $0
Deborah Zwelling Board Member 1.00
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
2024 $217,916 $233,680 $550,586 $-15,764
2023 $168,006 $210,735 $518,231 $-42,729
2022 $378,847 $226,342 $559,615 $152,505
2021 $265,194 $249,887 $432,316 $15,307
2020 $218,211 $265,045 $414,336 $-46,834
2019 $275,555 $252,782 $415,635 $22,773
2018 $333,951 $213,408 $391,763 $120,543
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