JUNIOR LEAGUE OF OMAHA FOUNDATION INC (EIN 911798169) - 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

1997

Legal Domicile

Principal Officer

CAROL LEWIS

Phone

4024938818

Tax Period

2023-06-01 to 2024-05-31

JUNIOR LEAGUE OF OMAHA FOUNDATION INC, founded in 1997, is a micro nonprofit in the Community Improvement sector that reported $63K in total revenue in fiscal year 2023. Revenue surged 524% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 69% operating margin.

Mission

THE JUNIOR LEAGUE OF OMAHA FOUNDATION, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF SUPPORTING THE MISSION OF THE JUNIOR LEAGUE OF OMAHA, INC. (JLO). JLO'S MISSION IS TO DEMONSTRATE THE EFFECTIVENESS OF TRAINED VOLUNTEERS BY PARTICIPATING IN VARIOUS COMMUNITY SERVICE PROJECTS, DEVELOP THE POTENTIAL OF ITS MEMBERS FOR VOLUNTEER PARTICIPATION IN COMMUNITY AFFAIRS, AND PROMOTE VOLUNTEERISM.

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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 $19,764

Program Service Revenue $0

Investment Income $39,832

Other Revenue $3,220

TOTAL REVENUE $62,816

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,000

Other Expenses $19,331

TOTAL EXPENSES $19,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,816	$10,074	+5.2%
Expenses	$19,331	$23,644	-0.2%
Net Income	$43,485	$-13,570	-4.2%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL LEWIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNE JETTER	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
JEN ALLOWAY	TREASURER	2.00	Officer Director	$0	$0	$0
KAREN BURKLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
KIM BANAT	ADVISOR	2.00	Officer Director	$0	$0	$0
DAWN BUCHANAN	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE BUNZ	DIRECTOR	1.00	Director	$0	$0	$0
JACQUE CHRISTIANSON	DIRECTOR	1.00	Director	$0	$0	$0
JANE GILBERT	DIRECTOR	1.00	Director	$0	$0	$0
WANDA GOTTSCHALK	DIRECTOR	1.00	Director	$0	$0	$0
KATHY GRANDSAERT	DIRECTOR	1.00	Director	$0	$0	$0
VICKI HALLETT	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA JONES	DIRECTOR	1.00	Director	$0	$0	$0
AMY KNUTH	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN REAY	DIRECTOR	1.00	Director	$0	$0	$0
LISA BUCKENTINE	DIRECTOR	1.00	Director	$0	$0	$0
JILLIAN HUMPHRIES	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE BOGACZ	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE KIDD	DIRECTOR	1.00	Director	$0	$0	$0
JULIA RASELL	DIRECTOR	1.00	Director	$0	$0	$0
BETH KALAL	DIRECTOR	1.00	Director	$0	$0	$0
KATIE PING	DIRECTOR	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	No data	No data	No data	No data
2024	$62,816	$19,331	$849,603	$43,485
2023	$10,074	$23,644	$694,836	$-13,570
2022	$104,690	$23,897	$706,872	$80,793
2021	$82,212	$20,957	$730,235	$61,255
2020	$31,154	$22,406	$550,310	$8,748
2019	$31,646	$20,454	$569,961	$11,192

JUNIOR LEAGUE OF OMAHA FOUNDATION INC