Junior Charity League of Dallas (EIN 752079480) - 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

1960

Legal Domicile

Phone

2147620842

Tax Period

2024-06-01 to 2025-05-31

Junior Charity League of Dallas, founded in 1960, is a small nonprofit that reported $148K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $142K left a modest 4% surplus.

Mission

To support the Parkland Hospital Rehabiliation Unit

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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 $201,807

Program Service Revenue $0

Investment Income $0

Other Revenue $-54,198

TOTAL REVENUE $147,609

Expense Breakdown

Grants Paid $132,134

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,134

Other Expenses $9,983

TOTAL EXPENSES $142,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,609	$125,106	+0.2%
Expenses	$142,117	$124,937	+0.1%
Net Income	$5,492	$169	+31.5%

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

105

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
MELISSA GIOLDASIS	1ST VP-BENEFIT	2.00	Officer	$0	$0	$0
SUSAN TOOMEY	SOCIAL CHAIR	2.00	Officer	$0	$0	$0
KENDALL WILSON	SOCIAL CHAIR	2.00	Officer	$0	$0	$0
JENIFER CODY	Treasurer	2.00	Officer	$0	$0	$0
MAUREEN REYNOLDS	DIRECTORY	2.00	Officer	$0	$0	$0
TRICIA STEWART	President	2.00	Officer	$0	$0	$0
JANET CARTER	NEWSLETTER	2.00	Officer	$0	$0	$0
JERRI ROSS	PUBLICITY	2.00	Officer	$0	$0	$0
DANA KOERNER	HOSTESS	2.00	Officer	$0	$0	$0
BRANDI SARFATIS	Parliamentarian	2.00	Officer	$0	$0	$0
NICOLE WHEELER	HOSTESS	2.00	Officer	$0	$0	$0
JENNIFER PATTERSON	JCL	2.00	Officer	$0	$0	$0
SIDNEY ADDISON	PROGRAMS	2.00	Officer	$0	$0	$0
TISH MCFALL	PROGRAMS	2.00	Officer	$0	$0	$0
MARI EPPERSON	2ND VP-SOC SERV	2.00	Officer	$0	$0	$0
JO HENDRICK	1ST VP-BENEFIT	2.00	Officer	$0	$0	$0
JUDY WOOD	2ND VP-SOC SERV	2.00	Officer	$0	$0	$0
GAYLE SCHNEIDER	3RD VP-MEMBER	2.00	Officer	$0	$0	$0
JANE GIBSON	SECRETARY WEB	2.00	Officer	$0	$0	$0
MICHELLE SCHWARTZ	3RD VP-MEMBER	2.00	Officer	$0	$0	$0
MARLA ELLIOTT	Treasurer-Elect	2.00	Officer	$0	$0	$0
GINGER BADEN	Secretary	2.00	Officer	$0	$0	$0
GINA CULPEPPER	President-Elect	2.00	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
2025	$147,609	$142,117	$35,237	$5,492
2024	$125,106	$124,937	$29,745	$169
2023	$210,994	$203,085	$29,576	$7,909
2022	$150,152	$151,895	$21,667	$-1,743
2021	$89,665	$86,976	$23,410	$2,689
2020	$153,948	$153,679	$20,721	$269
2019	$189,097	$187,613	$20,452	$1,484

Junior Charity League of Dallas