Junior League of the Great Lakes Bay Region (EIN 381513320) - 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

1934

Legal Domicile

Principal Officer

Lindsey Summers

Phone

9897903763

Tax Period

2024-06-01 to 2025-05-31

Junior League of the Great Lakes Bay Region, founded in 1934, is a small nonprofit in the Community Improvement sector that reported $138K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $46K, a strong 33% operating margin.

Mission

Organization of women whose mission is to advance women's leadership for meaningful community impact through volunteer action, collaboration, and training.

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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 $81,126

Program Service Revenue $0

Investment Income $5,015

Other Revenue $51,993

TOTAL REVENUE $138,134

Expense Breakdown

Grants Paid $25,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,957

Other Expenses $66,629

TOTAL EXPENSES $91,979

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,134	$147,210	-0.1%
Expenses	$91,979	$86,491	+0.1%
Net Income	$46,155	$60,719	-0.2%

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
Kristen Squires	President	1.00	Officer Director	$0	$0	$0
Tina Swanton	President - Elect	1.00	Officer Director	$0	$0	$0
Kelsey Snyder	Executive VP	1.00	Officer Director	$0	$0	$0
Jenny Freier	Secretary	1.00	Officer Director	$0	$0	$0
Aricka Schweitzer	Nominating VP	1.00	Officer Director	$0	$0	$0
Cindy Morley	Sustaining Advisor	1.00	Officer Director	$0	$0	$0
Susie Nielsen	Sustaining Advisor	1.00	Officer Director	$0	$0	$0
Lindsey Summers	Treasurer	1.00	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	$138,134	$91,979	$637,854	$46,155
2024	$147,210	$86,491	$551,940	$60,719

Junior League of the Great Lakes Bay Region