Junior League of Cincinnati Endowment Trust (EIN 311425344) - 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

1994

Legal Domicile

Phone

5138719339

Tax Period

2024-06-01 to 2025-05-31

Junior League of Cincinnati Endowment Trust, founded in 1994, is a micro nonprofit in the Community Improvement sector that reported $64K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $105K exceeded revenue, resulting in a 65% operating deficit.

Mission

Committed to and managed for the exclusive benefit of the Junior League of Cincinnati, to ensure the continuation and stability of, as well as promote and facilitate, its programs.

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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 $4,275

Program Service Revenue $0

Investment Income $59,280

Other Revenue $0

TOTAL REVENUE $63,555

Expense Breakdown

Grants Paid $85,021

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,021

Other Expenses $19,677

TOTAL EXPENSES $104,698

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,555	$119,032	-0.5%
Expenses	$104,698	$98,440	+0.1%
Net Income	$-41,143	$20,592	-3.0%

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

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
Lauren Kulik	Vice Chair	0.5	Officer Director	$0	$0	$0
Susan Shelton	Chair	0.5	Officer Director	$0	$0	$0
Deanna Sicking	Trustee	0.5	Director	$0	$0	$0
Elizabeth Berkowitz	Trustee	0.5	Director	$0	$0	$0
Judy Dalambakis	Trustee	0.5	Director	$0	$0	$0
Lucinda Heekin	Trustee	0.5	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	$63,555	$104,698	$2,532,688	$-41,143
2024	$119,032	$98,440	$2,385,458	$20,592
2023	$55,274	$89,392	$2,028,265	$-34,118
2022	$95,011	$81,385	$2,093,113	$13,626
2021	$193,046	$73,422	$2,268,426	$119,624
2020	$308,455	$69,580	$1,742,938	$238,875
2019	$42,981	$81,378	$1,437,853	$-38,397
2018	$77,088	$111,027	$1,473,655	$-33,939

Junior League of Cincinnati Endowment Trust