Mount Zion Health Fund
- Assets
- $62.1m
- Revenue
- $10.0m
- Investments
- $56.6m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 08/2006
- Data as of
- 06/2021
- EIN
- 94-2978978
Organization Overview
Mount Zion Health Fund is located in San Francisco, CA. The organization was established in 2006. According to its NTEE Classification (P46) the organization is classified as: Family Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mount Zion Health Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Mount Zion Health Fund generated $10.0m in total revenue. All expenses for the organization totaled $2.8m during the year ending 06/2021.
Since 2015, Mount Zion Health Fund has awarded 525 individual grants totaling $23,110,377. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jay Luxenberg MD Director/president | OfficerTrustee | 1 | $0 |
Sue Reinhold PHD Director/treasurer To 10/20/20) | OfficerTrustee | 1 | $0 |
Ted Storey Director/vice President/treasurer From 10/20/21) | OfficerTrustee | 1 | $0 |
Susan Rushakoff Director/secretary | OfficerTrustee | 1 | $0 |
Amy Berler Director | Trustee | 1 | $0 |
Andy Murr MD Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,497,716 |
| Noncash contributions included in lines 1a–1f | $5,452,647 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,497,716 |
| Total Program Service Revenue | $0 |
| Investment income | $725,484 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $122,810 |
| Net Gain/Loss on Asset Sales | $3,617,949 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,963,959 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,282,588 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,499 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $63,175 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,274 |
| Office expenses | $454 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $102,782 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $528 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,535 |
| All other expenses | $0 |
| Total functional expenses | $2,756,061 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,976,968 |
| Pledges and grants receivable | $1,278,707 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $233,700 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $56,604,198 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $62,093,573 |
| Accounts payable and accrued expenses | $1,714 |
| Grants payable | $1,891,132 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $68,840 |
| Total liabilities | $1,961,686 |
| Net assets without donor restrictions | $22,405,043 |
| Net assets with donor restrictions | $37,726,844 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $62,093,573 |
Grants Awarded
Over the last fiscal year, Mount Zion Health Fund has awarded $2,279,206 in support to 48 organizations.
| Grant Recipient | Amount |
|---|---|
San Francisco, CA PURPOSE: UCSF MOUNT ZION-BASED GENERAL PILOT RESEARCH BLOCK GRANT - AMENDED 6/9/21 | $250,000 |
San Francisco, CA PURPOSE: ACQUISITION OF A FLOW CYTOMETER MACHINE FOR REVIVING MOUNT ZION CANCER RESEARCH | $175,000 |
San Francisco, CA PURPOSE: UCSF MOUNT ZION-BASED CANCER PILOT RESEARCH BLOCK GRANT - AMENDED 6/9/21 | $172,000 |
San Francisco, CA PURPOSE: GENETIC AND IMMUNOLOGIC EVOLUTION OF CUTANEOUS SQUAMOUS CELL CARCINOMA | $150,000 |
San Francisco, CA PURPOSE: LIVING WITH DEMENTIA | $87,000 |
San Francisco, CA PURPOSE: KOL HANESHAMA AND IMADI: DEATH-BED VIGILING | $71,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Mount Zion Health Fund has recieved totaling $3,693.
| Awarding Organization | Amount |
|---|---|
Rolph-Nicol Fund Ta I Charitable Turat Phoenix, AZ PURPOSE: CHARITABLE | $3,693 |
Endowment Analysis
| Beg. Balance | $27,161,401 |
| Earnings | $6,981,452 |
| Admin Expense | $244,838 |
| Net Contributions | $5,489,023 |
| Grants | $1,660,192 |
| Ending Balance | $37,726,846 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Family Service Agency Of Santa Barbara County Santa Barbara, CA | $9,613,009 | $14,628,759 |
Christian Family Care Agency Inc Phoenix, AZ | $15,334,495 | $9,720,320 |
Metropolitan Family Service Portland, OR | $8,641,251 | $10,051,210 |
The Richstone Center Inc Hawthorne, CA | $6,936,558 | $5,195,352 |
Family Service Agency Phoenix, AZ | $529,131 | $3,169,276 |
Casa De La Familia Placentia, CA | $8,947 | $2,529,720 |
Mount Zion Health Fund San Francisco, CA | $62,093,573 | $9,963,959 |
Acorn Counseling Ojai, CA | $20,418 | $2,330,768 |
Salem Pastoral Counseling Center Salem, OR | $483,827 | $2,419,489 |
Jewish Family Service Of Silicon Valley Los Gatos, CA | $1,513,225 | $2,572,479 |
Southern California Counseling Center Los Angeles, CA | $2,384,225 | $1,994,606 |
Nexus Youth & Family Services Jackson, CA | $594,395 | $1,968,574 |