JUNCTION CITY LOCAL AID (EIN 931294436) - 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

1942

Legal Domicile

Principal Officer

Ranee Werder

Phone

5419983992

Tax Period

2023-01-01 to 2023-12-31

JUNCTION CITY LOCAL AID, founded in 1942, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $148K in total revenue in fiscal year 2023. The organization ran a surplus of $36K, a strong 25% operating margin.

Mission

The purpose of Junction City Local Aid is to help meet the basic needs of persons living in the Junction City School District are of rural Lane County. Basic needs are defined as food, clothing, shelter, medications, household utilities, transportation and resource referrals.

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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 $147,846

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $147,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,236

Fundraising Expenses $0

Program Expenses $91,772

Other Expenses $50,365

TOTAL EXPENSES $111,601

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,846	$150,724	0.0%
Expenses	$111,601	$115,522	0.0%
Net Income	$36,245	$35,202	+0.0%

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

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

$17,976

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brandy Fultz	Pantry Coordinator	30	Highest	$28,444	$0	$28,444
Cheryl Anson	Warehouse Manager	20	Key Emp	$17,976	$0	$17,976
Wally Bowen	Director	1	Director	$0	$0	$0
Elizabeth Byrd	Director	1	Director	$0	$0	$0
Tina Principato	Director	1	Director	$0	$0	$0
Justin Rutherford	Director	2	Director	$0	$0	$0
Tanja Rutherford	Director	1	Director	$0	$0	$0
Eric Dye	President	2	Officer	$0	$0	$0
Judy Spearin	Vice President	2	Officer	$0	$0	$0
Becci Buenau	Secretary	3	Officer	$0	$0	$0
Ranee Werder	Treasurer	5	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
2024	No data	No data	No data	No data
2023	$147,846	$111,601	$534,206	$36,245
2022	$150,724	$115,522	$499,192	$35,202
2021	$152,200	$122,891	$488,757	$29,309

JUNCTION CITY LOCAL AID