San Antonio Junior Forum

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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

1995

Legal Domicile

Principal Officer

SHARON SMITH

Phone

8306602894

Tax Period

2021-06-01 to 2022-05-31

San Antonio Junior Forum, founded in 1995, is a small nonprofit that reported $758K in total revenue in fiscal year 2021. The organization ran a surplus of $586K, a strong 77% operating margin.

Mission

Raise funds through membership and exempt activities to provide scholarships to students requesting to attend colleges and universities and the support of other community non-profit organizations.

Program Service Accomplishments

Program 1

Expenses: $20,375 Revenue: $0

San Antonio Junior Forum's Grants & Scholarships Committee considers the needs of the community through written requests received and makes recomendations to the board. Total membership approves the...

Program 2

Expenses: $80,000 Revenue: $0

The Service Committee determines which community service projects will be supported prior to the start of the club year. Hundreds of volunteer hours by members support community non-profit...

The Service Committee determines which community service projects will be supported prior to the start of the club year. Hundreds of volunteer hours by members support community non-profit organizations.

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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 (2021)

Revenue Breakdown

Contributions & Grants $708,175

Program Service Revenue $0

Investment Income $49,907

Other Revenue $0

TOTAL REVENUE $758,082

Expense Breakdown

Grants Paid $100,323

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $100,375

Other Expenses $71,841

TOTAL EXPENSES $172,164

Year-over-Year Comparison

	2021	2020	Change
Revenue	$758,082	N/A	N/A
Expenses	$172,164	N/A	N/A
Net Income	$585,918	N/A	N/A

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
ANDREA RUHL	PRESIDENT	5.00	Director	$0	$0	$0
DIANA STOELTJE	VP MEMBERSHIP	5.00	Director	$0	$0	$0
CATHY RALEY	VP SERVICE/SECRETARY	5.00	Director	$0	$0	$0
DELEYCE TIETZE	VP SCHOLARSHIPS	5.00	Director	$0	$0	$0
SHARON SMITH	TREASURER	5.00	Director	$0	$0	$0
CARON SHARP	VP COMMUNICATIONS	5.00	Director	$0	$0	$0
JODY RUHL	PARLIMENTARIAN	5.00	Director	$0	$0	$0
ELIZABETH FOX	VP GRANTS	5.00	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
2022	$758,082	$172,164	$616,212	$585,918