JUNIOR LEAGUE OF CLEVELAND TA

EIN: 346506843 501(c)(3)

BROOKLYN, OH

Total Revenue
$281,848
Total Expenses
$102,922
Total Assets
$1,631,527
Net Assets
$1,631,527
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1948
Legal Domicile
OH
Phone
2166897663
Tax Period
2025-01-01 to 2025-12-31

JUNIOR LEAGUE OF CLEVELAND TA, founded in 1948, is a small nonprofit that reported $282K in total revenue in fiscal year 2025. Revenue surged 298% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 63% operating margin.

Mission

Grants are made according to the Trust Agreement dated Nov 29, 1988,between KeyBank as Trustee, and the Junior League of Cleveland,Ohio for charitable and educational purposes.Under the Ohio Institutional Trust Funds Act of 1999,the bene ficiaries have chosen to receive the maximum of income based on the greater of 5 percent of AFV or traditional income. Keybank maintains a responsiveness to the needs and activities of each beneficiary in the attainment of its mission. Please note the beneficiary organization has the right to appoint Co-Trustees or Committee members, authority to withdraw principal,and the Trustee has the authority to amend the document to ensure the continuation to qualify as a 509a3.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $259,929
Other Revenue $21,919
TOTAL REVENUE $281,848

Expense Breakdown

Grants Paid $92,576
Salaries & Benefits $8,239
Fundraising Expenses $0
Program Expenses $92,576
Other Expenses $2,107
TOTAL EXPENSES $102,922

Year-over-Year Comparison

2025 2024 Change
Revenue $281,848 $70,776 +3.0%
Expenses $102,922 $93,716 +0.1%
Net Income $178,926 $-22,940 -8.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
N/A
Employees
N/A
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee 1.0
$8,239 $0 $8,239
Stephanie W Dorsey President 1.0
Officer
$0 $0 $0
Bethany N Markin Treasurer 1.0
Officer
$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 $281,848 $102,922 $1,631,527 $178,926
2024 No data No data No data No data
2023 $-10,464 $95,645 $1,481,486 $-106,109
2022 $43,095 $107,946 $1,587,918 $-64,851
2021 $148,833 $95,961 $1,652,773 $52,872
2020 $27,917 $93,716 $1,599,901 $-65,799
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