WELLESLEY HILLS JUNIOR WOMAN'S CLUBINC (EIN 222512601) - 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

1984

Legal Domicile

Principal Officer

JACQUELINE CAFERO

Phone

2023261618

Tax Period

2024-07-01 to 2025-06-30

WELLESLEY HILLS JUNIOR WOMAN'S CLUBINC, founded in 1984, is a small nonprofit in the Human Services sector that reported $365K in total revenue in fiscal year 2024. The organization ran a surplus of $88K, a strong 24% operating margin.

Mission

THE ORGANIZATION SUPPORTS COMMUNITY GROUPS THROUGH DIRECT SERVICE, RAISES MONEY FOR SCHOLARSHIPS, AND FUNDS ORGANIZATIONS AND PROGRAMS THAT PROVIDE EDUCATION, ENRICHMENT, AND ESSENTIAL SERVICES TO THE COMMUNITY.

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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 $128,853

Program Service Revenue $4,554

Investment Income $1,609

Other Revenue $229,939

TOTAL REVENUE $364,955

Expense Breakdown

Grants Paid $211,357

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $232,456

Other Expenses $65,165

TOTAL EXPENSES $276,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,955	$381,259	0.0%
Expenses	$276,522	$243,141	+0.1%
Net Income	$88,433	$138,118	-0.4%

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
ELLEN HAAS	SECRETARY/DIRECTOR	3.50	Officer Director	$0	$0	$0
MELISSA LACY	VP COMMUNITY/DIRECTOR	2.00	Officer Director	$0	$0	$0
LAURA SMITH	VP GIVING/DIRECTOR	2.00	Officer Director	$0	$0	$0
CAROLYN PRICE	VP FUNDRAISING/DIRECTOR	3.50	Officer Director	$0	$0	$0
JILLIAN HEGSTAD	VP MARKETING/DIRECTOR	3.50	Officer Director	$0	$0	$0
MOLLY BECHTEL	VP MEMBERSHIP/DIRECTOR	2.00	Officer Director	$0	$0	$0
KINSEY KORNACK	VP TECHNOLOGY/DIRECTOR	2.00	Officer Director	$0	$0	$0
DANIELLE OWENS	PRESIDENT/DIRECTOR	7.50	Officer Director	$0	$0	$0
MORGAN SANFORD	VP FINANCE/DIRECTOR	3.50	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	$364,955	$276,522	$819,263	$88,433
2024	$381,259	$243,141	$745,403	$138,118
2023	$312,357	$236,597	$581,931	$75,760
2022	$208,760	$174,687	$506,454	$34,073
2020	$137,187	$145,203	$505,824	$-8,016
2019	$260,367	$196,050	$520,188	$64,317
2018	$233,518	$185,475	$443,056	$48,043

WELLESLEY HILLS JUNIOR WOMAN'S CLUBINC