JUNIOR LEAGUE OF GREATER LAKELAND INC (EIN 596138219) - 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

1963

Legal Domicile

Principal Officer

KATHERINE FITZWATER

Phone

8636822112

Tax Period

2024-06-01 to 2025-05-31

JUNIOR LEAGUE OF GREATER LAKELAND INC, founded in 1963, is a small nonprofit in the Community Improvement sector that reported $297K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $329K exceeded revenue, resulting in a 11% operating deficit.

Mission

SERVICES TO COMMUNITY THROUGH GRANTS AND VOLUNTEER WORK IN "READING IS FUNDANMENTAL", COMMUNITY ASSISTANCE FUND, COMMUNITY OR READERS AND OTHER VARIOUS CHILDREN AND COMMUNITY PROGRAMS.

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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 $73,512

Program Service Revenue $91,124

Investment Income $20,285

Other Revenue $112,482

TOTAL REVENUE $297,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,148

Fundraising Expenses $3,032

Program Expenses $268,470

Other Expenses $293,500

TOTAL EXPENSES $328,648

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,403	$507,763	-0.4%
Expenses	$328,648	$383,716	-0.1%
Net Income	$-31,245	$124,047	-1.3%

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

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
TORI BATEMAN	ASST COMM VP	3.00	Officer	$0	$0	$0
NICOLE BRADHAM	ASST FUNDING	3.00	Officer	$0	$0	$0
JESSICA BROWN	NOMINATING C	3.00	Officer	$0	$0	$0
JENNIFER BURNETT	TREASURER	3.00	Officer	$0	$0	$0
CHIMERE BUTLER	COMMUNICATIO	3.00	Officer	$0	$0	$0
GAYLEEN COURTNEY	ASST MEMBERS	3.00	Officer	$0	$0	$0
ANGEL DAVIS	PRESDIENT EL	3.00	Officer	$0	$0	$0
TRACY DICESARE	SECRETARY	3.00	Officer	$0	$0	$0
KIMBERLY ELMHORST	SUSTAINING V	3.00	Officer	$0	$0	$0
KATHERINE FITZWATER	PRESIDENT	3.00	Officer	$0	$0	$0
LISA GIFFORD	BYLAWS	3.00	Officer	$0	$0	$0
ASHLEY MADDEN	STRATEGIC PL	3.00	Officer	$0	$0	$0
NICOLE MINOTT	FINANCE VP	5.00	Officer	$0	$0	$0
CANDACE ROBINSON	PARLIAMENTAR	3.00	Officer	$0	$0	$0
NICHOLE SUMMERS	COMMUNITY CO	3.00	Officer	$0	$0	$0
KATIE SURRENCY	MEMBERSHIP V	3.00	Officer	$0	$0	$0
STACY WALSH	CORRESP. SEC	3.00	Officer	$0	$0	$0
CAROLYN WOODGER	FUNDING DIRE	3.00	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	$297,403	$328,648	$1,194,838	$-31,245
2024	$506,341	$383,716	$1,226,081	$122,625
2023	$311,456	$313,811	$1,103,370	$-2,355
2022	$304,152	$290,788	$1,124,923	$13,364
2021	$270,920	$286,655	$1,123,848	$-15,735
2020	$339,233	$270,762	$1,139,408	$68,471
2019	$325,475	$272,062	$1,071,058	$53,413

JUNIOR LEAGUE OF GREATER LAKELAND INC