THE JUNIOR LEAGUE OF PHOENIX FOUNDATION (EIN 200662032) - 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

2003

Legal Domicile

Principal Officer

KIMBERLEY HOIDAL

Phone

6022343388

Tax Period

2024-05-01 to 2025-04-30

THE JUNIOR LEAGUE OF PHOENIX FOUNDATION, founded in 2003, is a micro nonprofit in the Recreation & Sports sector that reported $51K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $10K, a strong 19% operating margin.

Mission

WE FOSTER AND SUSTAIN THE MISSION AND COMMUNITY IMPACT OF THE JUNIOR LEAGUE (SEE SCHEDULE O) OF PHOENIX THROUGH STEWARDSHIP OF FINANCIAL RESOURCES.

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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 $13,444

Program Service Revenue $0

Investment Income $37,842

Other Revenue $0

TOTAL REVENUE $51,286

Expense Breakdown

Grants Paid $27,000

Salaries & Benefits $0

Fundraising Expenses $753

Program Expenses $27,928

Other Expenses $14,484

TOTAL EXPENSES $41,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,286	$60,005	-0.1%
Expenses	$41,484	$48,772	-0.1%
Net Income	$9,802	$11,233	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE FREI	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL KIPNES	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
MICHELLE MYERS	SECRETARY	5.00	Officer Director	$0	$0	$0
RAELYNN MACKENZIE	TREASURER	5.00	Officer Director	$0	$0	$0
ELIZABETH SABA	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KIMBERLEY HOIDAL	PRESIDENT	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	$51,286	$41,484	$619,177	$9,802
2024	$60,005	$48,772	$603,130	$11,233
2023	$37,391	$45,455	$552,780	$-8,064

THE JUNIOR LEAGUE OF PHOENIX FOUNDATION