Austin Junior ForumCaswell House Inc (EIN 742339086) - 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

1983

Legal Domicile

Principal Officer

Mary Champagne

Phone

5124720779

Tax Period

2024-06-01 to 2025-05-31

Austin Junior ForumCaswell House Inc, founded in 1983, is a micro nonprofit that reported $25K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $6K, a strong 22% operating margin.

Mission

Title holding corporation for the benefit of Austin Junior Forum, Inc.

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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 $10,000

Program Service Revenue $0

Investment Income $0

Other Revenue $15,453

TOTAL REVENUE $25,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,457

Fundraising Expenses $0

Other Expenses $7,385

TOTAL EXPENSES $19,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,453	$27,228	-0.1%
Expenses	$19,842	$53,355	-0.6%
Net Income	$5,611	$-26,127	-1.2%

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

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
Tonya Riley	AJF President	1.00	Officer Director	$0	$0	$0
Trish Broz	CH Chair	5.00	Officer Director	$0	$0	$0
Sherene Mayner	CH Chair Elect	1.00	Director	$0	$0	$0
Lynnette Caswell	Director	1.00	Director	$0	$0	$0
Cyndi Christenson	Director	1.00	Director	$0	$0	$0
Rita Conner	Director	1.00	Director	$0	$0	$0
Jennifer Jackson	Director	1.00	Director	$0	$0	$0
Doray Lively	Director	1.00	Director	$0	$0	$0
Pat Meeks	Director	1.00	Director	$0	$0	$0
Brenda Parsons	Director	1.00	Director	$0	$0	$0
Cindy Payne	Director	1.00	Director	$0	$0	$0
Michelle Pintek	Director	1.00	Director	$0	$0	$0
Cathy Post	Director	1.00	Director	$0	$0	$0
Kelly Treybig	Director	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
2025	$25,453	$19,842	$192,669	$5,611
2024	$27,228	$53,355	$199,036	$-26,127
2023	$12,577	$40,095	$204,230	$-27,518
2022	$51,254	$45,359	$239,548	$5,895
2021	$3,716	$22,120	$223,830	$-18,404
2020	$12,168	$56,141	$235,336	$-43,973
2019	$41,211	$62,984	$321,990	$-21,773
2018	$39,018	$67,672	$312,849	$-28,654

Austin Junior ForumCaswell House Inc