Nonprofit · EIN 94-2978978
MOUNT ZION HEALTH FUND
Tax-exempt · SAN FRANCISCO, CA 94105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $124,065 | $2,559,197 | -$2,435,132 | $60,322,742 | $1,753,036 | $58,569,706 |
| June 30, 2024 | 990 | $1,609,200 | $4,739,854 | -$3,130,654 | $56,432,954 | $1,832,105 | $54,600,849 |
| June 30, 2023 | 990 | $1,538,171 | $3,786,716 | -$2,248,545 | $53,347,477 | $1,154,700 | $52,192,777 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,255
- Net rental income
- $122,810
- Other revenue
- $122,810
Expenses
- Grants and similar amounts paid
- $2,008,209
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $414
- Program services (functional)
- $2,008,209
- Management and general (functional)
- $550,988
Balance sheet and other
- Total assets, start of year
- $56,432,954
- Total assets, end of year
- $60,322,742
- Total liabilities, end of year
- $1,753,036
- Net assets, end of year
- $58,569,706
- Net assets without donor restrictions
- $22,905,877
- Net assets with donor restrictions
- $35,663,829
- Gross receipts
- $2,519,496
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1985
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY BERLER | DIRECTOR/VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| WARREN BRAUNIG | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN DINKELSPIEL | DIRECTOR Trustee or director | 1 | $0 |
| KALAH ESPINOZA | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 |
| EVAN LOEVNER | DIRECTOR Trustee or director | 1 | $0 |
| LAIAH IDELSON | DIRECTOR Trustee or director | 1 | $0 |
| KAREN AIDEM MARING | DIRECTOR/PRESIDENT Trustee or director, Officer | 1 | $0 |
| SUSAN RUSHAKOFF | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 |
| HOWARD STEIERMANN | DIRECTOR Trustee or director | 1 | $0 |
| TED STOREY | DIRECTOR Trustee or director | 1 | $0 |
| MEGAN BONTEMPO | DIRECTOR Trustee or director | 1 | $0 |
| MIKE RABOW | DIRECTOR Trustee or director | 1 | $0 |
| NARDA SKOV | DIRECTOR Trustee or director | 1 | $0 |
| FIONA WILSON | DIRECTOR Trustee or director | 1 | $0 |
| JUDY YOUNG | DIRECTOR Trustee or director | 1 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLEY ADLER | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE GUY | DIRECTOR Trustee or director | 1 | $0 |
| CATHY PARK | DIRECTOR Trustee or director | 1 | $0 |
| MITCH FELDMAN | DIRECTOR Trustee or director | 1 | $0 |
| LYNN SEDWAY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY BERLER | DIRECTOR/VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| WARREN BRAUNIG | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN DINKELSPIEL | DIRECTOR Trustee or director | 1 | $0 |
| KALAH ESPINOZA | DIRECTOR Trustee or director | 1 | $0 |
| EVAN LOEVNER | DIRECTOR Trustee or director | 1 | $0 |
| LAIAH IDELSON | DIRECTOR Trustee or director | 1 | $0 |
| KAREN AIDEM MARING | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN RUSHAKOFF | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 |
| HOWARD STEIERMANN | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 |
| TED STOREY | DIRECTOR/PRESIDENT Trustee or director, Officer | 1 | $0 |
| MEGAN BONTEMPO | DIRECTOR Trustee or director | 1 | $0 |
| MIKE RABOW | DIRECTOR Trustee or director | 1 | $0 |
| NARDA SKOV | DIRECTOR Trustee or director | 1 | $0 |
| FIONA WILSON | DIRECTOR Trustee or director | 1 | $0 |
| JUDY YOUNG | DIRECTOR Trustee or director | 1 | $0 |
| SHELLEY ADLER | DIRECTOR Trustee or director | 1 | $0 |
| LEE ATKINSON-MCEVOY | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE GUY | DIRECTOR Trustee or director | 1 | $0 |
| CATHY PARK | DIRECTOR Trustee or director | 1 | $0 |
| MITCH FELDMAN | DIRECTOR Trustee or director | 1 | $0 |
| LYNN SEDWAY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY BERLER | DIRECTOR/VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| ANDY MURR MD | DIRECTOR Trustee or director | 1 | $0 |
| LYNN SEDWAY | DIRECTOR Trustee or director | 1 | $0 |
| LAIAH IDELSON | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD STEIERMANN | DIRECTOR/TREASURER Trustee or director, Officer | 1 | $0 |
| JUDY YOUNG | DIRECTOR Trustee or director | 1 | $0 |
| JAY LUXENBERG MD | DIRECTOR Trustee or director | 1 | $0 |
| KAREN AIDEM MARING | DIRECTOR Trustee or director | 1 | $0 |
| LEE ATKINSON-MCEVOY MD | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE GUY MD | DIRECTOR Trustee or director | 1 | $0 |
| WARREN BRAUNIG | DIRECTOR Trustee or director | 1 | $0 |
| MIKE RABOW MD | DIRECTOR Trustee or director | 1 | $0 |
| SHELLEY ADLER PHD | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN DINKELSPIEL | DIRECTOR Trustee or director | 1 | $0 |
| KALAH ESPINOZA | DIRECTOR Trustee or director | 1 | $0 |
| CATHY PARK MD | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN RUSHAKOFF | DIRECTOR/SECRETARY Trustee or director, Officer | 1 | $0 |
| TED STOREY | DIRECTOR/PRESIDENT Trustee or director, Officer | 1 | $0 |
| MITCH FELDMAN MD | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 121 STEUART STREET, SAN FRANCISCO, CA 94105-1236
- Principal officer (990 for 2024)
- JAY LUXENBERG, 121 STEUART STREET, SAN FRANCISCO, CA 94105
- Signed the 990
- BRIAN MENDEL, CONTROLLER-SUPPORTED ORG
- Phone
- (415) 777-0411
- Website
- WWW.MZHF.ORG
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2978978 or by the name MOUNT ZION HEALTH FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL ORRELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THEBENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITYFEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.
Program accomplishments
- 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.Expenses $2,008,209 · grants $2,008,209
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-2978978
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P46)
- Assets (IRS master file)
- $60,322,742
- Income (IRS master file)
- $2,519,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $124,065 | $2,559,197 | $60,322,742 | IRS |
| 990 | June 2024 | $1,609,200 | $4,739,854 | $56,432,954 | XML |
| 990 | June 2023 | $1,538,171 | $3,786,716 | $53,347,477 | XML |
| 990 | June 2022 | $4,156,647 | $2,077,430 | $53,316,746 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2978978).
Questions about MOUNT ZION HEALTH FUND
- What is the EIN of MOUNT ZION HEALTH FUND?
- The employer identification number (EIN) of MOUNT ZION HEALTH FUND is 94-2978978.
- Is MOUNT ZION HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MOUNT ZION HEALTH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MOUNT ZION HEALTH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOUNT ZION HEALTH FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOUNT ZION HEALTH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOUNT ZION HEALTH FUND?
- The 990 for the year ended June 30, 2025 names JAY LUXENBERG.
- Who are the officers and directors of MOUNT ZION HEALTH FUND?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does MOUNT ZION HEALTH FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $124,065, expenses of $2,559,197 and total assets of $60,322,742 at year end.
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