The Junior League of Boca Raton Endowment Fund Inc (EIN 202240440) - 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

2005

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

The Junior League of Boca Raton Endowment Fund Inc, founded in 2005, is a micro nonprofit in the Youth Development sector that reported $76K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $1.3M represent 201 months of operating reserves.

Mission

The Organization exists to further the chartiable purposes of the Junior League of Boca Raton Inc., a non-profit organization exempt under Section 501(c)(3), by providing a permanent fund to be used for the support of its community resource center and mission.

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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 (2023)

Revenue Breakdown

Contributions & Grants $37,318

Program Service Revenue $0

Investment Income $38,370

Other Revenue $0

TOTAL REVENUE $75,688

Expense Breakdown

Grants Paid $52,352

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,352

Other Expenses $22,326

TOTAL EXPENSES $74,678

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,688	$96,730	-0.2%
Expenses	$74,678	$163,229	-0.5%
Net Income	$1,010	$-66,499	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Reilly Glasser	Director	15.00	Director	$0	$0	$0
Nicole Mugavero	Director	15.00	Director	$0	$0	$0
Ingrid Kennemer	Director	15.00	Director	$0	$0	$0
Denise Alman	Director	15.00	Director	$0	$0	$0
Kristen Ross Majhess	Director	15.00	Director	$0	$0	$0
Lisa Warren	Director of Philanthropy	15.00	Director	$0	$0	$0
Ana Diaz	Director	15.00	Director	$0	$0	$0
Yvette Drucker	Director	15.00	Director	$0	$0	$0
Sarah Doyle	Secretary	15.00	Officer Director	$0	$0	$0
Lisa Bariso	President	30.00	Officer Director	$0	$0	$0
Laura Applewhite	Treasurer	15.00	Officer Director	$0	$0	$0
Sue Diener	Vice President	15.00	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
2023	$75,688	$74,678	$1,304,204	$1,010
2022	$96,730	$163,229	$1,189,225	$-66,499
2021	$76,905	$78,864	$1,460,777	$-1,959
2020	$35,685	$66,975	$1,343,130	$-31,290
2019	$196,956	$110,830	$1,309,392	$86,126
2018	$96,451	$73,017	$1,193,316	$23,434

The Junior League of Boca Raton Endowment Fund Inc