Houston Junior Forum Endowment Fun… - Form 990 Financial Data

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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

Judith W Perkins

Phone

7138681850

Tax Period

2024-06-01 to 2025-05-31

Houston Junior Forum Endowment Fund Inc, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $196K in total revenue in fiscal year 2024. Revenue surged 148% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 52% operating margin.

Mission

The Houston Junior Forum Endowment Fund receives, invests and manages contributions to assist the Houston Junior Forum, Inc. in fulfilling its charitable, social, religious, and educational purposes.

Program Service Accomplishments

Program 1

Expenses: $70,000

The purpose of the Endowment is to receive, invest and manage contributions received to: - Provide long-term financial support to the Houston Junior Forum, Inc. (HJF, Inc.) in fulfilling its...

The purpose of the Endowment is to receive, invest and manage contributions received to: - Provide long-term financial support to the Houston Junior Forum, Inc. (HJF, Inc.) in fulfilling its charitable, religious, and educational purposes; - Establish, invest and manage a long-term investment portfolio as a long-term source of funding to HJF, Inc.; - Fund grants or distributions that accomplish the purposes and programs of HJF, 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 $12,940

Program Service Revenue $0

Investment Income $183,001

Other Revenue $0

TOTAL REVENUE $195,941

Expense Breakdown

Grants Paid $70,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,000

Other Expenses $23,280

TOTAL EXPENSES $93,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$195,941	$79,130	+1.5%
Expenses	$93,280	$95,593	0.0%
Net Income	$102,661	$-16,463	-7.2%

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

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
Judith W Perkins	President	1.00	Officer Director	$0	$0	$0
Perry Jo McCollum	Vice President	1.00	Officer Director	$0	$0	$0
Linda L Brown	Treasurer	1.00	Officer Director	$0	$0	$0
Linda McCasland	Secretary	1.00	Officer Director	$0	$0	$0
Jan Arrington	Trustee	1.00	Director	$0	$0	$0
Kathy Coan	Trustee	1.00	Director	$0	$0	$0
Krista Parker	HJF President, Ex Officio	1.00	Director	$0	$0	$0
Diana Root	HJF Treasurer, Ex Officio	1.00	Director	$0	$0	$0
Joey Rovira	Trustee	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	$195,941	$93,280	$2,009,933	$102,661
2024	$79,130	$95,593	$1,951,190	$-16,463
2023	$117,512	$91,884	$1,628,230	$25,628
2022	$104,629	$106,698	$1,716,778	$-2,069
2021	$154,952	$95,789	$1,914,205	$59,163
2020	$13,044	$54,585	$1,586,908	$-41,541
2019	$119,324	$67,622	$1,547,847	$51,702

Houston Junior Forum Endowment Fund Inc