The J127 Foundation (EIN 450523312) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Christin Soly

Phone

5712215130

Tax Period

2024-07-01 to 2025-06-30

THE J127 FOUNDATION, founded in 2003, is a small nonprofit in the Housing & Shelter sector that reported $369K in total revenue in fiscal year 2017. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $756K exceeded revenue, resulting in a 105% operating deficit.

Mission

The J127 Foundation serves as a supporting organzation to The J127 Education Foundation. This support includes making contributions to the Organzation, as needed, to support its mission, and guaranteeing debt of the supported organization as needed.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,962,153

Program Service Revenue $0

Investment Income $1,214,106

Other Revenue $0

TOTAL REVENUE $13,176,259

Expense Breakdown

Grants Paid $113,273

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,273

Other Expenses $227,078

TOTAL EXPENSES $340,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,176,259	$1,071,442	+11.3%
Expenses	$340,351	$339,814	+0.0%
Net Income	$12,835,908	$731,628	+16.5%

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

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

$284,268

Total Directors

$284,268

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christin Soly	Treasurer/Secretary/Executive Director (Merritt)	10.00	Officer Director	$0	$84,742	$284,268
Stephen Roberson	Director of Finance	5.00	Highest	$0	$82,929	$190,343
Leslie Hortum	Director	0.50	Director	$0	$0	$0
Annely Carver	Director	0.50	Director	$0	$0	$0
Marthe Haverkamp	Director	0.00	Director	$0	$0	$0
Amy Feather	Director	0.50	Director	$0	$0	$0
Kathleen Dezio	Director	0.50	Director	$0	$0	$0
Paul Klaassen	Chairman	2.00	Officer Director	$0	$0	$0
Teresa Merritt	Vice Chairman (until Nov 2024)	2.00	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	$13,176,259	$340,351	$22,856,559	$12,835,908
2024	$1,071,442	$339,814	$20,901,411	$731,628
2023	$-249,281	$284,090	$16,681,490	$-533,371
2022	$101,840	$258,157	$24,370,865	$-156,317
2021	$-1,770,149	$372,966	$27,594,558	$-2,143,115
2020	$288,496	$690,526	$24,041,572	$-402,030
2019	$336,008	$591,381	$24,653,097	$-255,373
2018	$369,437	$756,455	$24,427,644	$-387,018

The J127 Foundation