JUNIOR LEAGUE OF BAKERSFIELD (EIN 951981986) - 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

1952

Legal Domicile

Principal Officer

MELANIE SCHROEDTER

Phone

3617018455

Tax Period

2024-06-01 to 2025-05-31

JUNIOR LEAGUE OF BAKERSFIELD, founded in 1952, is a micro nonprofit in the Community Improvement sector that reported $81K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $176K exceeded revenue, resulting in a 118% operating deficit.

Mission

THE JUNIOR LEAGUE OF BAKERSFIELD 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 $89,927

Program Service Revenue $0

Investment Income $11,984

Other Revenue $-21,122

TOTAL REVENUE $80,789

Expense Breakdown

Grants Paid $2,028

Salaries & Benefits $33,649

Fundraising Expenses $0

Program Expenses $84,056

Other Expenses $140,667

TOTAL EXPENSES $176,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,789	$95,524	-0.2%
Expenses	$176,344	$182,670	0.0%
Net Income	$-95,555	$-87,146	+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

260

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
MELANIE SCHROEDTER	PRESIDENT	4.00	Officer Director	$0	$0	$0
KRISTBEL GARCIA-DIAZ	FINANCE VP	4.00	Director	$0	$0	$0
KATHRYN HARVEY	COMMUNICATIONS VP	4.00	Director	$0	$0	$0
KIMBERLEY SIMMONS	TREASURER ELECT	4.00	Director	$0	$0	$0
ALYSHIA MANNING	FUND DEVELOPMENT VP	4.00	Director	$0	$0	$0
MISSY BENNETT	MEMBERSHIP VP	4.00	Director	$0	$0	$0
JESSICA CAMPBELL	COMMUNITY ENGAGEMENT VP	4.00	Director	$0	$0	$0
LINDSAY ASHLEY	PRESIDENT ELECT	4.00	Officer Director	$0	$0	$0
HEATHER MCMAHON	SUSTAINER RELATIONS-VP	4.00	Director	$0	$0	$0
VERONICA PIKE	PRESIDENT'S ADVISOR	4.00	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	$80,789	$176,344	$631,006	$-95,555
2024	$95,524	$182,670	$685,572	$-87,146
2023	$114,828	$196,904	$766,020	$-82,076
2022	$133,509	$179,652	$851,218	$-46,143
2021	$82,399	$132,092	$920,458	$-49,693
2020	$122,939	$171,922	$947,076	$-48,983
2019	$111,422	$240,748	$1,014,928	$-129,326
2018	$142,834	$186,635	$1,125,657	$-43,801

JUNIOR LEAGUE OF BAKERSFIELD