SOUTHERN JEWELRY TRAVELERS ASSOCIATION INC (EIN 580597209) - 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

1950

Legal Domicile

Principal Officer

ELESA DILLON

Phone

8002410399

Tax Period

2023-10-01 to 2024-09-30

SOUTHERN JEWELRY TRAVELERS ASSOCIATION INC, founded in 1950, is a community nonprofit in the Mutual Benefit sector that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $2.1M left a modest 6% surplus.

Mission

TO CREATE AND FOSTER THE SYMBIOTIC RELATIONSHIPS AND INTERESTS OF THE JEWELRY INDUSTRY'S MEMBERS, RETAILERS, AND VENDORS AND TO PROMOTE LEARNING AND GROWTH OF THE JEWELRY INDUSTRY AS A WHOLE FOR THE NEXT GENERATION.

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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 $0

Program Service Revenue $2,188,686

Investment Income $74,550

Other Revenue $0

TOTAL REVENUE $2,263,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $429,929

Fundraising Expenses $0

Other Expenses $1,669,569

TOTAL EXPENSES $2,119,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,263,236	$2,691,319	-0.2%
Expenses	$2,119,309	$2,227,181	0.0%
Net Income	$143,927	$464,138	-0.7%

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

N/A

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN BROWN	EXECUTIVE DI	40.00	Director	$0	$0	$0
ALLAN CAGLE	DIRECTOR	N/A	Director	$0	$0	$0
RHETT HARTZOG	LEGACY CHAIR	N/A	Director	$0	$0	$0
RAJ LALWANI	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL PAVLAKOS	DIRECTOR	N/A	Director	$0	$0	$0
ELESA DILLON	PRESIDENT	N/A	Officer	$0	$0	$0
ALLISON PECK	VICE PRESIDE	N/A	Officer	$0	$0	$0
JOSEPH TSUI	TREASURER	N/A	Officer	$0	$0	$0
ROSS WESDORP	EXECUTIVE VP	N/A	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
2024	$2,263,236	$2,119,309	$2,235,951	$143,927
2023	$2,691,319	$2,227,181	$2,040,053	$464,138
2022	$2,736,107	$2,084,616	$1,606,687	$651,491
2021	$2,210,608	$1,715,324	$1,298,866	$495,284
2020	$1,806,625	$1,917,581	$640,887	$-110,956
2019	$2,245,384	$2,630,533	$820,743	$-385,149

SOUTHERN JEWELRY TRAVELERS ASSOCIATION INC