JUNIOR AUXILIARY OF TUPELO INC (EIN 640917644) - 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

1951

Legal Domicile

Principal Officer

KATIE STUART

Phone

6628713303

Tax Period

2024-05-01 to 2025-04-30

JUNIOR AUXILIARY OF TUPELO INC, founded in 1951, is a small nonprofit in the Youth Development sector that reported $293K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $122K, a strong 42% operating margin.

Mission

PROMOTE PUBLIC HEALTH, EDUCATION AND WELFARE

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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 $59,346

Program Service Revenue $0

Investment Income $17,524

Other Revenue $216,234

TOTAL REVENUE $293,104

Expense Breakdown

Grants Paid $29,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,190

Other Expenses $141,909

TOTAL EXPENSES $171,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$293,104	$263,838	+0.1%
Expenses	$171,259	$169,919	+0.0%
Net Income	$121,845	$93,919	+0.3%

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

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
KELLIE MATHIS	PRESIDENT	1.00	Officer	$0	$0	$0
KAYCEE BURRELL	FIRST VICE P	1.00	Officer	$0	$0	$0
ASHLEY MCLELLAN	VP OF PROJEC	1.00	Officer	$0	$0	$0
MEGAN JOHNSON	VP OF WELFAR	1.00	Officer	$0	$0	$0
KIT STAFFORD	VP OF FINANC	1.00	Officer	$0	$0	$0
KATIE STUART	TREASURER	1.00	Officer	$0	$0	$0
LACY MORSE	CO TREASURER	1.00	Officer	$0	$0	$0
TRESHONDA GRIFFIN	RECORDING SE	1.00	Officer	$0	$0	$0
GINGER HARBOUR	EX OFFICIO/P	1.00	Officer	$0	$0	$0
ALLIE WEST	PUBLIC RELAT	1.00	Director	$0	$0	$0
LAUREN DARSEY	CONSTITUTION	1.00	Director	$0	$0	$0
CANDACE WATERER	CONTINUING E	1.00	Director	$0	$0	$0
SUMMER SWINNEY	ASSOCIATE RE	1.00	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
2026	No data	No data	No data	No data
2025	$293,104	$171,259	$789,249	$121,845
2024	$263,838	$169,919	$675,564	$93,919
2023	$214,292	$182,195	$570,965	$32,097
2022	$213,210	$160,763	$542,159	$52,447
2021	$218,002	$148,183	$482,169	$69,819
2020	$168,524	$148,694	$403,739	$19,830
2019	$117,924	$116,194	$390,516	$1,730

JUNIOR AUXILIARY OF TUPELO INC