JJLL FAMILY FOUNDATION

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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

2024

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

JJLL FAMILY FOUNDATION, founded in 2024, is a mid-sized nonprofit in the Environment sector that reported $30.4M in total revenue in fiscal year 2025. Revenue surged 706% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30.4M, a strong 100% operating margin.

Mission

The activities of this organization are focused on identifying and supporting charitable causes related to education, religion, prevention of cruelty to children and animals, and public health.

Program Service Accomplishments

Program 1

This organization is in its start-up phase and is focused on establishing seed capital and identifying other charitable organizations focused on education, religion, prevention of cruelty to animals...

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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 (2025)

Revenue Breakdown

Contributions & Grants $30,000,000

Program Service Revenue $0

Investment Income $442,545

Other Revenue $0

TOTAL REVENUE $30,442,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,478

TOTAL EXPENSES $7,478

Year-over-Year Comparison

	2025	2024	Change
Revenue	$30,442,545	$3,778,753	+7.1%
Expenses	$7,478	N/A	N/A
Net Income	$30,435,067	$3,778,753	+7.1%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Lo	Chairperson	5.00	Officer Director	$0	$0	$0
Jeannette Lo	CEO	5.00	Officer Director	$0	$0	$0
Jonathan Lo	CFO	5.00	Officer Director	$0	$0	$0
Julianna Lo	Secretary	5.00	Officer 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	$30,442,545	$7,478	$34,217,875	$30,435,067
2024	$3,778,753	No data	$3,775,330	No data