SCHOOL DISTRICT 27J CAPITAL FACILITY FEE FOUNDATION (EIN 841577255) - 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

2001

Legal Domicile

Principal Officer

DAVID ACUNTO

Phone

3036552984

Tax Period

2024-07-01 to 2025-06-30

SCHOOL DISTRICT 27J CAPITAL FACILITY FEE FOUNDATION, founded in 2001, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $1.3M, a strong 99% operating margin.

Mission

TO PROMOTE AND ASSIST IN THE DEVELOPMENT, FINANCING AND ACQUISITION OF EDUCATIONAL FACILITIES AND EXPANSION IN SCHOOL DISTRICT 27J.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,030,192

Investment Income $235,579

Other Revenue $71,950

TOTAL REVENUE $1,337,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $13,672

TOTAL EXPENSES $13,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,337,721	$1,518,013	-0.1%
Expenses	$13,672	$9,394	+0.5%
Net Income	$1,324,049	$1,508,619	-0.1%

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

Employees

N/A

Volunteers

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

$125,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID ACUNTO	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN PAWLOWSKI	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SUSAN NOBLE	SEC./TREASUR	1.00	Officer Director	$0	$0	$0
ASHLEY CONN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN BACA	DIRECTOR	1.00	Director	$0	$0	$0
JODI BRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
RANDY BAUER	DIRECTOR	1.00	Director	$0	$0	$0
STARR TRUJILLO	DIRECTOR	1.00	Director	$0	$0	$0
TRACIE ALVARADO	DIRECTOR	1.00	Director	$0	$0	$0
STACEY COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
KERRIE MONTI RETIRED DEC 2024	EXECUTIVE DI	4.00	Officer	$0	$2,005	$109,928
GREGORY THOMPSON	EXECUTIVE DI	4.00	Officer	$0	$4,141	$15,403

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	$1,337,721	$13,672	$7,644,510	$1,324,049
2024	No data	No data	No data	No data
2023	$806,710	$209,569	$4,570,128	$597,141
2022	$1,451,296	$2,382,624	$4,004,687	$-931,328
2021	$1,181,297	$333,152	$5,117,664	$848,145
2020	$1,021,916	$7,432	$4,326,952	$1,014,484
2019	$917,562	$7,735	$3,255,003	$909,827

SCHOOL DISTRICT 27J CAPITAL FACILITY FEE FOUNDATION