YOUNG LADIES GRAND INSTITUTE

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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

1925

Legal Domicile

Principal Officer

June McJunkin

Phone

5302180636

Tax Period

2024-04-01 to 2025-03-31

YOUNG LADIES GRAND INSTITUTE, founded in 1925, is a small nonprofit that reported $851K in total revenue in fiscal year 2024. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 30% operating margin.

Mission

Promote the work of the Catholic Church, providing programs for Members and Members' families and communities, support education of Priests, support worthy scholarships.

Program Service Accomplishments

Program 1

Expenses: $460,779

Support annual and perennial programs for Institute Members and Members' families throughout the Western United States.

Program 2

Expenses: $128,311

Support education of Priests.

Program 3

Expenses: $8,530

Support worthy scholarships.

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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 $227,146

Program Service Revenue $111,496

Investment Income $469,164

Other Revenue $43,659

TOTAL REVENUE $851,465

Expense Breakdown

Grants Paid $136,841

Salaries & Benefits $24,403

Fundraising Expenses $0

Program Expenses $597,620

Other Expenses $199,576

TOTAL EXPENSES $597,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$851,465	$537,171	+0.6%
Expenses	$597,620	$645,587	-0.1%
Net Income	$253,845	$-108,416	-3.3%

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

$22,230

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia McGuire	Grand Secretary	20.00	Officer	$14,820	$0	$14,820
June McJunkin	Grand Treasurer	20.00	Officer	$7,410	$0	$7,410
Esther Vasquez	Past Grand Pres	20.00	Officer	$0	$0	$0
Debra Ramirez-Cruz	Grand President	20.00	Officer	$0	$0	$0
Barbara Brown	Grand Vice Pres	20.00	Officer	$0	$0	$0
Julie Kersting	Grand Vice Pres	20.00	Officer	$0	$0	$0
Barbara Magpusao-Outland	Grand Sentinel	20.00	Officer	$0	$0	$0
Patricia Fontana	Grand Organist	20.00	Officer	$0	$0	$0
Rhonda Kersting	Grand Marshall	20.00	Officer	$0	$0	$0
Josie Garcia	Grand Director	20.00	Officer	$0	$0	$0
Cecilia Artherholt	Grand Director	20.00	Officer	$0	$0	$0
Loretta Borba-Zakel	Grand Director	20.00	Officer	$0	$0	$0
Kathy Cunningham	Grand Director	20.00	Officer	$0	$0	$0
Maja Johnson	Grand Director	20.00	Officer	$0	$0	$0
Grace Perez	Grand Director	20.00	Officer	$0	$0	$0
Rosalie Bavaro	Grand Director	20.00	Officer	$0	$0	$0
Teresa Hooker	Grand Director	20.00	Officer	$0	$0	$0
Debbie Shimoaka	Grand Director	20.00	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
2025	$851,465	$597,620	$5,291,066	$253,845
2024	$537,171	$645,587	$5,037,221	$-108,416
2023	$653,874	$628,103	$5,145,637	$25,771
2022	$564,784	$478,872	$5,119,866	$85,912
2021	$749,082	$367,436	$5,033,954	$381,646
2020	$513,129	$600,146	$4,652,308	$-87,017
2019	$531,551	$544,938	$4,739,325	$-13,387