Junior League Of Rochester Inc (EIN 166002725) - 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

1933

Legal Domicile

Principal Officer

Laura Lockhart

Phone

5853858590

Tax Period

2022-06-01 to 2023-05-31

Junior League Of Rochester Inc, founded in 1933, is a micro nonprofit in the Community Improvement sector that reported $83K in total revenue in fiscal year 2022. Revenue decreased 8% compared to the prior year. Expenses of $96K exceeded revenue, resulting in a 17% operating deficit.

Mission

Advance women's leadership for community impact via volunteer action, collaboration, and training.

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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 (2022)

Revenue Breakdown

Contributions & Grants $38,576

Program Service Revenue $21,340

Investment Income $15,930

Other Revenue $6,741

TOTAL REVENUE $82,587

Expense Breakdown

Grants Paid $0

Salaries & Benefits $14,724

Fundraising Expenses $0

Program Expenses $55,369

Other Expenses $81,668

TOTAL EXPENSES $96,392

Year-over-Year Comparison

	2022	2021	Change
Revenue	$82,587	$89,525	-0.1%
Expenses	$96,392	$116,751	-0.2%
Net Income	$-13,805	$-27,226	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura Lockhart	President	2.30	Officer Director	$0	$0	$0
Mary Humphrey	VP of DEI	1.20	Director	$0	$0	$0
Michaela Morrison	Recording Secretary	1.20	Officer Director	$0	$0	$0
Amanda Dreher	VP of Sustainers	1.20	Director	$0	$0	$0
Leah Wolanski	VP of Community Relations	2.30	Director	$0	$0	$0
Kate Burt	VP of Membership	2.30	Director	$0	$0	$0
Stacey Rice	VP of Finance	2.30	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
2023	$82,587	$96,392	$426,273	$-13,805
2022	$89,525	$116,751	$467,034	$-27,226
2021	$89,003	$107,564	$547,469	$-18,561
2020	$142,564	$111,730	$480,681	$30,834
2019	$79,809	$88,597	$454,644	$-8,788

Junior League Of Rochester Inc