THE JUNIOR LEAGUE OF SUMMIT INC (EIN 221508586) - 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

1963

Legal Domicile

Principal Officer

RACHEL ZUCKER

Phone

9082737349

Tax Period

2023-07-01 to 2024-06-30

THE JUNIOR LEAGUE OF SUMMIT INC, founded in 1963, is a small nonprofit in the Community Improvement sector that reported $417K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $357K left a modest 14% surplus.

Mission

TO PROMOTE VOLUNTARISM, DEVELOP THE POTENTIAL OF WOMEN, AND IMPROVE COMMUNITIES.

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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 $71,633

Program Service Revenue $1,000

Investment Income $19,169

Other Revenue $325,534

TOTAL REVENUE $417,336

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $151,315

Fundraising Expenses $15,264

Program Expenses $290,042

Other Expenses $170,898

TOTAL EXPENSES $357,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$417,336	$380,221	+0.1%
Expenses	$357,213	$313,270	+0.1%
Net Income	$60,123	$66,951	-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

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
RACHEL ZUCKER	PRESIDENT	4.00	Officer Director	$0	$0	$0
APRIL MONTGOMERY	PRESIDENT-ELECT	4.00	Officer Director	$0	$0	$0
JESSICA CAMPAGNA	TREASURER	4.00	Officer Director	$0	$0	$0
KATHRYN BISBEE	SECRETARY	4.00	Officer Director	$0	$0	$0
JANINE WALLACE	SUSTAINER DIRECTOR	4.00	Director	$0	$0	$0
JEE-HOON KRSKA	DEI&B DIRECTOR	4.00	Director	$0	$0	$0
JESSICA BEASLEY	NOMINATING DIRECTOR	4.00	Director	$0	$0	$0
CRISTINA CURIALE	EXECUTIVE VP	4.00	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	No data	No data	No data	No data
2024	$417,336	$357,213	$1,302,272	$60,123
2023	$380,221	$313,270	$1,219,643	$66,951
2022	$365,781	$313,891	$1,193,664	$51,890
2021	$326,269	$499,592	$1,141,628	$-173,323
2020	$565,224	$446,042	$1,264,530	$119,182
2019	$428,627	$380,097	$1,127,959	$48,530
2018	$374,632	$319,555	$1,068,595	$55,077

THE JUNIOR LEAGUE OF SUMMIT INC