JUNIOR LEAGUE OF MONTGOMERY INC (EIN 630384949) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

COURTNEY CURENTON - BAKER

Phone

3342888816

Tax Period

2024-06-01 to 2025-05-31

JUNIOR LEAGUE OF MONTGOMERY INC, founded in 1926, is a small nonprofit in the Community Improvement sector that reported $361K in total revenue in fiscal year 2018.

Mission

ORGANIZATION OF WOMEN COMMITTED TO PROMOTING VOLUNTARISM, DEVELOPING THE POTENTIAL OF WOMEN, AND TO IMPROVING THE COMMUNITY THROUGH TRAINED VOLUNTEERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $57,881

Program Service Revenue $37,725

Investment Income $7,683

Other Revenue $36,902

TOTAL REVENUE $140,191

Expense Breakdown

Grants Paid $58,174

Salaries & Benefits $26,910

Fundraising Expenses $15,661

Program Expenses $79,519

Other Expenses $125,926

TOTAL EXPENSES $211,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,191	$289,409	-0.5%
Expenses	$211,010	$312,047	-0.3%
Net Income	$-70,819	$-22,638	+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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

549

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
ASHLEY SPENCER - BAKER	FINANCE COUC	5.00	Officer Director	$0	$0	$0
COURTNEY CURENTON - BAKER	PRESIDENT	15.00	Officer Director	$0	$0	$0
KATE BARTLETT	COMMUNI COUN	3.00	Director	$0	$0	$0
AMERIKA BLAIR	PRESIDENT EL	10.00	Officer Director	$0	$0	$0
KATHLEEN PENNEY CHILDREE	RECORDING SE	3.00	Director	$0	$0	$0
SUZANNA EDWARDS	BOARD RELATI	3.00	Director	$0	$0	$0
ASHLEY PENHALE FARR	OPERATIONS V	3.00	Director	$0	$0	$0
DARLENE HILL	MEMBER AT LA	3.00	Director	$0	$0	$0
ALLISON JONES	NOMINATING C	3.00	Director	$0	$0	$0
SUSAN REED	FUNDRAISING	3.00	Director	$0	$0	$0
MARY WISE STYLES	SUSTAINING A	3.00	Director	$0	$0	$0
CHANTINELL TRIMBLE	ADVIS STRAT	3.00	Director	$0	$0	$0
ANGELA WASHINGTON	GOVERNANCE	3.00	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
2025	$140,191	$211,010	$738,810	$-70,819
2024	$289,409	$312,047	$809,147	$-22,638
2023	$222,667	$246,360	$925,078	$-23,693
2022	$285,177	$270,149	$852,991	$15,028
2021	$285,690	$258,059	$849,128	$27,631
2020	$376,965	$318,724	$837,882	$58,241
2019	$361,375	$358,600	$785,842	$2,775

JUNIOR LEAGUE OF MONTGOMERY INC