Jim and Juli Boeheim Foundation Inc (EIN 800434367) - Form 990 Financial Analysis & Trantor Score

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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

2009

Legal Domicile

Principal Officer

JAMES A BOEHEIM

Phone

3154467516

Tax Period

2025-01-01 to 2025-12-31

Jim and Juli Boeheim Foundation Inc, founded in 2009, is a small nonprofit in the Human Services sector that reported $444K in total revenue in fiscal year 2025. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $899K exceeded revenue, resulting in a 103% operating deficit.

Mission

THE JIM AND JULI BOEHEIM FOUNDATION STRIVES TO ENRICH THE LIVES OF KIDS IN NEED WITHIN OUR CENTRAL NEW YORK COMMUNITY, AS WELL AS, PROVIDE SUPORT FOR ELIMINATING CANCER THROUGH RESEARCH AND ADVOCACY.

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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 $61,771

Program Service Revenue $0

Investment Income $205,289

Other Revenue $176,914

TOTAL REVENUE $443,974

Expense Breakdown

Grants Paid $828,379

Salaries & Benefits $39,291

Fundraising Expenses $0

Program Expenses $899,480

Other Expenses $31,810

TOTAL EXPENSES $899,480

Year-over-Year Comparison

	2025	2024	Change
Revenue	$443,974	$1,123,994	-0.6%
Expenses	$899,480	$983,583	-0.1%
Net Income	$-455,506	$140,411	-4.2%

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

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
James A Boeheim	President	5.00	Officer Director	$0	$0	$0
Juli Boeheim	Vice President	5.00	Officer Director	$0	$0	$0
Michael Bristol	Vice President	10.00	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	$443,974	$899,480	$1,869,900	$-455,506
2024	$1,123,994	$983,583	$2,371,346	$140,411
2023	$788,018	$1,016,972	$2,262,444	$-228,954
2022	$307,044	$1,018,404	$2,405,076	$-711,360
2021	$964,590	$925,376	$3,085,451	$39,214
2020	$1,159,115	$1,088,381	$2,947,583	$70,734
2019	$877,717	$846,027	$2,858,203	$31,690
2018	$826,290	$812,518	$2,658,388	$13,772

Jim and Juli Boeheim Foundation Inc