Junior League of Fort Myers Inc (EIN 596194403) - 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

1966

Legal Domicile

Principal Officer

Audra Thomas-Eth

Phone

7194394097

Tax Period

2019-06-01 to 2020-05-31

Junior League of Fort Myers Inc, founded in 1966, is a micro nonprofit in the Community Improvement sector that reported $17K in total revenue in fiscal year 2019. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 168% operating deficit.

Mission

SEE SCHEDULE 0

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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 (2019)

Revenue Breakdown

Contributions & Grants $15,687

Program Service Revenue $0

Investment Income $1,067

Other Revenue $0

TOTAL REVENUE $16,754

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $44,869

Other Expenses $44,869

TOTAL EXPENSES $44,869

Year-over-Year Comparison

	2019	2018	Change
Revenue	$16,754	$46,522	-0.6%
Expenses	$44,869	$69,331	-0.4%
Net Income	$-28,115	$-22,809	+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

190

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
Nicole Brenner	Sustainer Advisor	2.00	Director	$0	$0	$0
Kayla Carney	Finance VP	2.00	Director	$0	$0	$0
Erin Cowan	Community VP	2.00	Director	$0	$0	$0
Jennifer Dooley	President	2.00	Officer Director	$0	$0	$0
Anita Duenas	Nominating Chair	2.00	Director	$0	$0	$0
Ashley Graham	Advisory Planning Chair	2.00	Director	$0	$0	$0
Alison Levine	Membership VP	2.00	Officer Director	$0	$0	$0
Audra McKinney	Communications VP	2.00	Director	$0	$0	$0
Laurie Moore	Corresponding Secretary	2.00	Officer Director	$0	$0	$0
Natalie Record	Recording Secretary	2.00	Director	$0	$0	$0
Audra Thomas-Eth	President Elect	2.00	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
2020	$16,754	$44,869	$283,764	$-28,115
2019	$46,522	$69,331	$323,318	$-22,809
2018	$87,801	$100,281	$348,972	$-12,480

Junior League of Fort Myers Inc