JUNIOR LEAGUE OF GREATER NEW BERN

EIN: 844766028 501(c)(3) Community Improvement

New Bern, NC

Total Revenue
$15,123
Total Expenses
$16,466
Total Assets
$13,719
Net Assets
$13,719
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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
NC
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

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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%)

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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

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Governance

Voting Members
8
Independent Members
8
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
6
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALEX DIBELLA MEMBERSHIP 0.00
Officer
$0 $0 $0
KELLI KEITH NOMINATING 0.00
Officer
$0 $0 $0
TERI RIGALI FUNDRAISING 0.00
Officer
$0 $0 $0
ALLISON CADDELL PRESIDENT 0.00
Officer
$0 $0 $0
DEBORAH COOK VICE PRESIDENT 0.00
Officer
$0 $0 $0
JENNIFER WHEELER TRESURER 0.00
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
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
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