JUNIOR LEAGUE OF SAN JOSE (EIN 941720473) - 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

1953

Legal Domicile

Principal Officer

ANNE SOUZA

Phone

4082643058

Tax Period

2024-06-01 to 2025-05-31

JUNIOR LEAGUE OF SAN JOSE, founded in 1953, is a small nonprofit in the Community Improvement sector that reported $286K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 34% operating margin.

Mission

THE JUNIOR LEAGUE OF SAN JOSE IS AN ORGANIZATION OF WOMEN WHOSE MISSION IS TO ADVANCE WOMEN'S LEADERSHIP FOR MEANINGFUL COMMUNITY IMPACT THROUGH VOLUNTEER ACTION, COLLABORATION, AND TRAINING.

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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 $139,850

Program Service Revenue $13,740

Investment Income $131,494

Other Revenue $829

TOTAL REVENUE $285,913

Expense Breakdown

Grants Paid $18,000

Salaries & Benefits $9,984

Fundraising Expenses $4,527

Program Expenses $74,451

Other Expenses $159,554

TOTAL EXPENSES $187,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$285,913	$259,965	+0.1%
Expenses	$187,538	$168,758	+0.1%
Net Income	$98,375	$91,207	+0.1%

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

365

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
ANNE SOUZA	PRESIDENT	20.00	Officer Director	$0	$0	$0
JANELLE GREENLEE	EXECUTIVE VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
HEATHER KELLAGHER	DIRECTOR AT LARGE	4.00	Director	$0	$0	$0
KATE PAVLINA	SECRETARY	4.00	Officer Director	$0	$0	$0
VICTORIA VIKKI PUMMER	TREASURER	7.00	Officer Director	$0	$0	$0
NATASHA BHAVE	NOMINATING DIRECTOR	7.00	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	$285,913	$187,538	$3,278,010	$98,375
2024	$259,965	$168,758	$3,087,304	$91,207
2023	$266,761	$162,931	$2,721,310	$103,830
2022	$604,434	$391,081	$2,736,158	$213,353
2021	$674,311	$287,368	$2,863,426	$386,943
2020	$490,751	$428,374	$2,275,880	$62,377
2019	$333,613	$349,000	$2,246,703	$-15,387

JUNIOR LEAGUE OF SAN JOSE