JUNIOR LEAGUE OF CHARLOTTESVILLE

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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

1959

Legal Domicile

Principal Officer

KATIE SCHIERMEYER

Phone

4349712937

Tax Period

2023-06-01 to 2024-05-31

JUNIOR LEAGUE OF CHARLOTTESVILLE, founded in 1959, is a micro nonprofit in the Community Improvement sector that reported $55K in total revenue in fiscal year 2023. Net assets of $622K represent 134 months of operating reserves.

Mission

THE LEAGUE IS AN ORGANIZATION OF WOMEN WHOSE MISSION IS TO ADVANCE WOMEN'S LEADERSHIP FOR MEANINGFUL COMMUNITY IMPACT THROUGH VOLUNTEER ACTION, COLLABORATION, AND TRAINING. ITS PURPOSE IS EXCLUSIVELY EDUCATIONAL AND CHARITABLE.

Program Service Accomplishments

Program 1

Expenses: $26,476

TO IMPROVE THE QUALITY OF CHILDREN'S LIVES THROUGH EDUCATION AND SUPPORT OF THEIR FAMILIES. THE ENTIRE COMMUNITY IS A BENEFACTOR.

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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 (2023)

Revenue Breakdown

Contributions & Grants $23,693

Program Service Revenue $0

Investment Income $28,743

Other Revenue $3,015

TOTAL REVENUE $55,451

Expense Breakdown

Grants Paid $12,945

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,476

Other Expenses $41,142

TOTAL EXPENSES $54,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,451	$55,599	0.0%
Expenses	$54,087	$52,873	+0.0%
Net Income	$1,364	$2,726	-0.5%

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
KATIE SCHIERMEYER	PRESIDENT	N/A	Director	$0	$0	$0
EMILY GOSS	EXECUTIVE VP	N/A	Director	$0	$0	$0
ELISA LANGILLE	TREASURER	N/A	Director	$0	$0	$0
MOLLY GRIECO	SECRETARY	N/A	Director	$0	$0	$0
KATIE FESSEL	NOM & PLACEM	N/A	Director	$0	$0	$0
ASHLEY NEGANGARD	SUSTAINER DI	N/A	Director	$0	$0	$0
DANIELLE WENTWORTH	MEMBER AT LA	N/A	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	No data	No data	No data	No data
2024	$55,451	$54,087	$643,551	$1,364
2023	$55,599	$52,873	$594,769	$2,726
2022	$83,710	$51,560	$624,441	$32,150
2021	$59,296	$59,891	$675,857	$-595
2020	$76,006	$78,575	$565,735	$-2,569
2019	$145,529	$91,771	$655,536	$53,758
2018	$106,526	$90,588	$588,309	$15,938