THE JUNIOR LEAGUE OF JACKSON KEYSTONE FUND INC (EIN 264680155) - 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

2009

Legal Domicile

Principal Officer

AMANDA GREEN

Phone

6019482357

Tax Period

2024-06-01 to 2025-05-31

THE JUNIOR LEAGUE OF JACKSON KEYSTONE FUND INC, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $1.5M left a modest 5% surplus.

Mission

TO SECURE THE LONG-TERM FINANCIAL FUTURE OF THE JUNIOR LEAGUE OF JACKSON MS, INC.

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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 $1,423,695

Program Service Revenue $0

Investment Income $130,122

Other Revenue $0

TOTAL REVENUE $1,553,817

Expense Breakdown

Grants Paid $1,453,965

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,453,965

Other Expenses $20,858

TOTAL EXPENSES $1,474,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,553,817	$1,968,958	-0.2%
Expenses	$1,474,823	$1,499,377	0.0%
Net Income	$78,994	$469,581	-0.8%

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
JEFF WILSON	COMMUNITY TRUSTEE	1.00	Director	$0	$0	$0
WALTER NEELY	COMMUNITY TRUSTEE	1.00	Director	$0	$0	$0
LAURA HEARN	FUND DEVELOPMENT VP	5.00	Director	$0	$0	$0
KAITLYN VASSAR	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
AMANDA GREEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MOLLY GRIFFIN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
MARY LINELY SWEAT	SUSTAINER TRUSTEE	1.00	Director	$0	$0	$0
MELANIE MORGAN	SUSTAINER TRUSTEE	1.00	Director	$0	$0	$0
TISH HUGHES	SUSTAINER TRUSTEE	1.00	Director	$0	$0	$0
KOBY WOFFORD	TREASURER	5.00	Officer Director	$0	$0	$0
CHRISTIE ALLEN	TREASURER ELECT	1.00	Officer Director	$0	$0	$0
MARGARET CUPPLES	SUSTAINER TRUSTEE	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	$1,553,817	$1,474,823	$3,532,969	$78,994
2024	$1,968,958	$1,499,377	$3,325,925	$469,581
2023	$1,594,743	$1,406,639	$2,650,071	$188,104
2022	$380,343	$14,645	$2,486,186	$365,698
2021	$520,880	$10,132	$2,386,030	$510,748
2020	$168,465	$8,047	$1,507,227	$160,418
2019	$80,991	$7,838	$1,288,601	$73,153
2018	$175,449	$7,657	$1,229,601	$167,792

THE JUNIOR LEAGUE OF JACKSON KEYSTONE FUND INC