The Junior League of Houston Inc (EIN 741185659) - 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

1925

Legal Domicile

Principal Officer

Katherine Doyle

Phone

7136224191

Tax Period

2024-06-01 to 2025-05-31

The Junior League of Houston Inc, founded in 1925, is a mid-sized nonprofit in the Community Improvement sector that reported $11.4M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.4M, a strong 38% operating margin.

Mission

The Junior League of Houston, Inc. is an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers.

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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 $6,567,546

Program Service Revenue $4,612,529

Investment Income $263,084

Other Revenue $-47,565

TOTAL REVENUE $11,395,594

Expense Breakdown

Grants Paid $863,627

Salaries & Benefits $2,482,520

Fundraising Expenses $106,218

Program Expenses $6,001,136

Other Expenses $3,679,785

TOTAL EXPENSES $7,025,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,395,594	$9,844,418	+0.2%
Expenses	$7,025,932	$6,723,023	+0.0%
Net Income	$4,369,662	$3,121,395	+0.4%

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

4114

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

$327,383

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary Lee Wilkens	President	35.00	Officer Director	$0	$0	$0
Katherine Doyle	President-Elect	30.00	Officer Director	$0	$0	$0
Kelly Hickman	Community Vice President	30.00	Officer Director	$0	$0	$0
Judy Peterson	Development Vice President	30.00	Officer Director	$0	$0	$0
Kaitlyn Zapalac	Financial Vice President	30.00	Officer Director	$0	$0	$0
Michelle Esparza	Membership Vice President	30.00	Officer Director	$0	$0	$0
Jennifer Williams	Recording Secretary	25.00	Officer Director	$0	$0	$0
Alyssa Bisson	Director	10.00	Director	$0	$0	$0
Deborah Boone	Director	10.00	Director	$0	$0	$0
Lauren Brown	Director-at-Large	6.00	Director	$0	$0	$0
Lindsey Falconer	Director	10.00	Director	$0	$0	$0
Natalie Irvin	Director	20.00	Director	$0	$0	$0
Allison Jochetz	Director	10.00	Director	$0	$0	$0
Elizabeth Kendrick	Director	10.00	Director	$0	$0	$0
Lee Pierce Milton	Director	10.00	Director	$0	$0	$0
Erika Naquin	Director-at-Large	6.00	Director	$0	$0	$0
Rebecca Pinckney	Director-at-Large	6.00	Director	$0	$0	$0
Amy Renz	Director	10.00	Director	$0	$0	$0
Courtney Reynolds	Director	10.00	Director	$0	$0	$0
Brianna TenBrink	Director	10.00	Director	$0	$0	$0
Emily Walter	Director	10.00	Director	$0	$0	$0
Rebecca Pivec	Administrative Director	40.00	Key Emp	$166,316	$1,299	$167,615
Malcolm Rowland	Tea Room General Manager	35.00	Key Emp	$158,933	$835	$159,768
Pedro Sanchez	Tea Room Assistant Manager	50.00	Highest	$114,748	$8,929	$123,677

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	$11,395,594	$7,025,932	$24,963,689	$4,369,662
2024	$9,844,418	$6,723,023	$21,151,028	$3,121,395
2023	$6,469,247	$8,364,698	$18,271,409	$-1,895,451
2022	$7,024,666	$5,455,509	$19,202,618	$1,569,157
2021	$4,171,478	$4,434,837	$26,123,736	$-263,359
2020	$5,462,486	$5,755,315	$24,182,598	$-292,829
2019	$7,000,486	$6,484,828	$24,180,154	$515,658
2018	$6,632,776	$6,857,501	$24,114,034	$-224,725

The Junior League of Houston Inc