Junior League of Charlotte Legacy Foundation Inc

EIN: 260180441 501(c)(3) Community Improvement

Charlotte, NC

Total Revenue
$45,528
Total Expenses
$7,068
Total Assets
$1,788,190
Net Assets
$1,788,190
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
NC
Principal Officer
Kelsea Skinner
Phone
7043755993
Tax Period
2024-06-01 to 2025-05-31

Junior League of Charlotte Legacy Foundation Inc, founded in 2007, is a micro nonprofit in the Community Improvement sector that reported $46K in total revenue in fiscal year 2024. The organization ran a surplus of $38K, a strong 84% operating margin.

Mission

The Junior League of Charlotte Legacy Foundation, Inc's ("Foundation") mission is to secure the long-term financial future of the Junior League of Charlotte, Inc. ("League") and distribute funds that will be used to support the League in meeting its mission.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,131
Program Service Revenue $0
Investment Income $36,397
Other Revenue $0
TOTAL REVENUE $45,528

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $7,068
TOTAL EXPENSES $7,068

Year-over-Year Comparison

2024 2023 Change
Revenue $45,528 $44,246 +0.0%
Expenses $7,068 $113,462 -0.9%
Net Income $38,460 $-69,216 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

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
2
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Ashley Lowery President 1.00
Officer Director
$0 $0 $0
Amanda Margaret Bagwell Secretary 1.00
Officer Director
$0 $0 $0
Morgan Boydston Board Member 1.00
Director
$0 $0 $0
Molly Lawson EVP-Elect 1.00
Director
$0 $0 $0
Rosemary Gause Board Member 1.00
Director
$0 $0 $0
Heather Hendre Board Member 1.00
Director
$0 $0 $0
Amanda Kohout President-Elect 1.00
Director
$0 $0 $0
Juliana O'Rork Board Member 1.00
Director
$0 $0 $0
Laura Snead CFO 1.00
Director
$0 $0 $0
Diatra Fullwood Board Member 1.00
Director
$0 $0 $0
Jaiden Bonapart DEIB, Chief 1.00
Director
$0 $0 $0
Sarah Lynn Davis Nominating Chai 1.00
Director
$0 $0 $0
Christina Gratrix Advisor 1.00
Director
$0 $0 $0
Beverley Shull Advisor 1.00
Director
$0 $0 $0
Becca Walters EVP 1.00
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 $45,528 $7,068 $1,788,190 $38,460
2024 $44,246 $113,462 $1,662,557 $-69,216
2023 $29,804 $74,512 $1,520,661 $-44,708
2022 $84,916 $70,858 $1,604,646 $14,058
2021 $43,506 $65,750 $1,856,637 $-22,244
2020 $67,742 $60,598 $1,483,058 $7,144
2019 $31,862 $37,257 $1,419,095 $-5,395
2018 $261,944 $39,223 $1,428,928 $222,721
Explore More Nonprofits
Top 100 Nonprofits in North Carolina Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Junior League of Charlotte Legacy Foundation Inc with other nonprofits in North Carolina and across the country.