THE JUNIOR LEAGUE OF THE SHOALS INC

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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

1934

Legal Domicile

Principal Officer

ANN COLLINS MOCKBEE

Tax Period

2023-06-01 to 2024-05-31

THE JUNIOR LEAGUE OF THE SHOALS INC, founded in 1934, is a micro nonprofit in the Human Services sector that reported $42K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 19% operating margin.

Mission

TO IMPROVE THE CONDITION OF THE COMMUNITY

Program Service Accomplishments

Program 1

Expenses: $100 Revenue: $2,827

THROUGH VOLUNTEER SERVICES AND MONETARY CONTRIBUTIONS TO VARIOUS ORGANIZATIONS, WE HAVE IMPROVED THE SOCIAL, CIVIC AND ECONOMIC CONDITIONS.

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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 $1,833

Program Service Revenue $2,827

Investment Income $400

Other Revenue $36,659

TOTAL REVENUE $41,719

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $17,122

Program Expenses $100

Other Expenses $33,530

TOTAL EXPENSES $33,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,719	$29,062	+0.4%
Expenses	$33,630	$56,056	-0.4%
Net Income	$8,089	$-26,994	-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

N/A

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
KATIE BAUW	TREASURER	N/A	Officer	$0	$0	$0
ASHLEY GAMBLE	SECRETARY	N/A	Officer	$0	$0	$0
ANN COLLINS MOCKBEE	PRESIDENT	N/A	Officer	$0	$0	$0
JENNIFER SILCOX	PRESIDENT EL	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	$41,719	$33,630	$132,913	$8,089
2023	$29,062	$56,056	$125,835	$-26,994
2022	$48,207	$27,826	$153,028	$20,381
2021	$87,653	$27,682	$132,647	$59,971
2020	$104,451	$97,803	$71,466	$6,648
2019	$139,458	$142,513	$66,183	$-3,055