Junior League of Memphis (EIN 620492165) - 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

1922

Legal Domicile

Principal Officer

Jennifer Brown

Phone

9014522151

Tax Period

2023-06-01 to 2024-05-31

Junior League of Memphis, founded in 1922, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $245K, a strong 21% operating margin.

Mission

The Junior League of Memphis is an organization of women whose mission is to advance womens leadership for meaningful community impact through volunteer action, collaboration and training.

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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 $639,477

Program Service Revenue $392,314

Investment Income $65,070

Other Revenue $83,825

TOTAL REVENUE $1,180,686

Expense Breakdown

Grants Paid $92,764

Salaries & Benefits $299,092

Fundraising Expenses $154,960

Program Expenses $615,604

Other Expenses $544,029

TOTAL EXPENSES $935,885

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,180,686	$808,616	+0.5%
Expenses	$935,885	$1,241,573	-0.2%
Net Income	$244,801	$-432,957	-1.6%

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

1267

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
Traci Strickland	President	10.00	Officer Director	$0	$0	$0
Shaterra Marion	Executive Vice President	10.00	Officer Director	$0	$0	$0
Cristina Acre de Bagaglio	Secretary	10.00	Officer Director	$0	$0	$0
Elizabeth Steles	Treasurer	10.00	Officer Director	$0	$0	$0
Lori Evans	President Elect	10.00	Director	$0	$0	$0
Sarah Locke	EVP Elect	10.00	Director	$0	$0	$0
Erin Arnold	Nominations Director	10.00	Director	$0	$0	$0
Jen Stripay	Strategic Communications Director	10.00	Director	$0	$0	$0
Lindsey Bray	Policy and Governance Director	10.00	Director	$0	$0	$0
Charlotte Gillespie	Sustainer Director	10.00	Director	$0	$0	$0
Anna Claire Gleason	Assistant to the President	10.00	Director	$0	$0	$0
Jennifer Culotta	Strategic Planning Director	10.00		$0	$0	$0
Kelli Walton	DEIB Director	10.00		$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	$1,180,686	$935,885	$3,740,968	$244,801
2023	$808,616	$1,241,573	$3,495,271	$-432,957
2022	$974,091	$836,961	$3,746,394	$137,130
2021	$694,267	$633,830	$3,961,935	$60,437
2020	$628,047	$744,813	$3,394,810	$-116,766
2019	$674,932	$781,776	$3,433,457	$-106,844
2018	$724,163	$911,030	$3,623,286	$-186,867

Junior League of Memphis