JUNIOR LEAGUE OF GREATER NEW BERN

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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

2020

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

JUNIOR LEAGUE OF GREATER NEW BERN, founded in 2020, is a micro nonprofit in the Community Improvement sector that reported $15K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

TO RAISE MONEY FOR OTHER CHARITABLE ORGANIZATIONS

Program Service Accomplishments

Program 1

Expenses: $16,466 Revenue: $7,871

AN ORGANIZATION OF WOMEN COMMITTED TO PROMOTING VALUNTARISM, DEVELOPING THE POTENTIAL OF WOMEN, AND IMPROVINGS 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 (2023)

Revenue Breakdown

Contributions & Grants $7,872

Program Service Revenue $0

Investment Income $0

Other Revenue $7,251

TOTAL REVENUE $15,123

Expense Breakdown

Grants Paid $11,405

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,466

Other Expenses $5,061

TOTAL EXPENSES $16,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,123	$24,274	-0.4%
Expenses	$16,466	$24,274	-0.3%
Net Income	$-1,343	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

N/A

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	Role	Reportable Comp	Other Comp	Total
ALEX DIBELLA	MEMBERSHIP	Officer	$0	$0	$0
KELLI KEITH	NOMINATING	Officer	$0	$0	$0
TERI RIGALI	FUNDRAISING	Officer	$0	$0	$0
ALLISON CADDELL	PRESIDENT	Officer	$0	$0	$0
DEBORAH COOK	VICE PRESIDENT	Officer	$0	$0	$0
JENNIFER WHEELER	TRESURER	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
2023	$15,123	$16,466	$13,719	$-1,343
2022	$24,274	$21,243	$15,062	$3,031
2021	$10,084	$3,921	$12,031	$6,163
2020	$11,497	$5,629	$5,868	$5,868