The Junior League of Charlotte Inc

EIN: 560561657 501(c)(3) Community Improvement

Charlotte, NC

Total Revenue
$469,708
Total Expenses
$497,238
Total Assets
$1,825,210
Net Assets
$1,638,379
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1926
Legal Domicile
NC
Phone
7043755993
Tax Period
2024-06-01 to 2025-05-31

The Junior League of Charlotte Inc, founded in 1926, is a small nonprofit in the Community Improvement sector that reported $470K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Net assets of $1.6M represent 42 months of operating reserves.

Mission

Trained volunteers that promote voluntarism, develop potential of women and improve the community.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,987
Program Service Revenue $286,745
Investment Income $31,098
Other Revenue $136,878
TOTAL REVENUE $469,708

Expense Breakdown

Grants Paid $56,013
Salaries & Benefits $135,118
Fundraising Expenses $39,048
Program Expenses $352,852
Other Expenses $306,107
TOTAL EXPENSES $497,238

Year-over-Year Comparison

2024 2023 Change
Revenue $469,708 $572,829 -0.2%
Expenses $497,238 $548,139 -0.1%
Net Income $-27,530 $24,690 -2.1%
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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Governance

Voting Members
14
Independent Members
14
Employees
3
Volunteers
1214

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
6
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Diatra Fullwood Director 2.00
Director
$0 $0 $0
Jaiden Bonapart DE&I Chief 2.00
Director
$0 $0 $0
Morgan Boydston Director 2.00
Director
$0 $0 $0
Heather Hendren Director 2.00
Director
$0 $0 $0
Beverly Shull Sustaining Advi 2.00
Director
$0 $0 $0
Ashley Lowery President 15.00
Officer Director
$0 $0 $0
Sarah Lynn Davis Nominating Chai 2.00
Director
$0 $0 $0
Juliana ORork Director 2.00
Director
$0 $0 $0
Amanda Kohout President Elect 20.00
Officer Director
$0 $0 $0
Christina Gratrix Sustaining Advi 2.00
Director
$0 $0 $0
Laura Snead CFO 15.00
Officer Director
$0 $0 $0
Becca Walters Executive VP 25.00
Officer Director
$0 $0 $0
Amanda Bagwell Secretary 2.00
Officer Director
$0 $0 $0
Rosemary Gause Director 2.00
Director
$0 $0 $0
Kelsea Skinner VP Finance 15.00
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 $469,708 $497,238 $1,825,210 $-27,530
2024 $572,829 $548,139 $1,787,145 $24,690
2023 $525,431 $531,520 $1,692,627 $-6,089
2022 $593,563 $545,928 $1,761,446 $47,635
2021 $506,158 $534,003 $1,831,773 $-27,845
2020 $572,225 $574,624 $1,713,774 $-2,399
2019 $550,559 $596,135 $1,684,450 $-45,576
2018 $558,336 $577,529 $1,695,522 $-19,193
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