JUNIOR LEAGUE OF SANTA BARBARA (EIN 956001744) - 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

1930

Legal Domicile

Principal Officer

ALLY MEIER

Phone

8059632704

Tax Period

2024-06-01 to 2025-05-31

JUNIOR LEAGUE OF SANTA BARBARA, founded in 1930, is a small nonprofit in the Community Improvement sector that reported $202K in total revenue in fiscal year 2024. Expenses of $322K exceeded revenue, resulting in a 59% operating deficit.

Mission

TRAINING AND EDUCATION TO PREPARE MEMBERS TO CONTRIBUTE AND PARTICIPATE IN CHARITABLE WORKS.

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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 $224,114

Program Service Revenue $0

Investment Income $40,545

Other Revenue $-62,985

TOTAL REVENUE $201,674

Expense Breakdown

Grants Paid $165,200

Salaries & Benefits $12,709

Fundraising Expenses $12,926

Program Expenses $238,663

Other Expenses $143,717

TOTAL EXPENSES $321,626

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,674	$208,232	0.0%
Expenses	$321,626	$211,507	+0.5%
Net Income	$-119,952	$-3,275	+35.6%

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

300

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
JENNI-ELISE RAMIREZ	PRESIDENT	25.00	Officer Director	$0	$0	$0
JESS HAWLEY	PRESIDENT ELECT	15.00	Officer Director	$0	$0	$0
ALLY MEIER	TREASURER	10.00	Officer Director	$0	$0	$0
SHANNON STENGELE	SECRETARY	4.00	Officer Director	$0	$0	$0
CARA CUNNINGHAM	NOMINATING DIRECTOR	1.00	Director	$0	$0	$0
LAUREN TRUJILLO	DIRECTOR AT LARGE/SPECIAL PROJECTS	5.00	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	$201,674	$321,626	$632,929	$-119,952
2024	$208,232	$211,507	$746,761	$-3,275
2023	$138,857	$123,179	$727,931	$15,678
2022	$212,736	$172,446	$732,168	$40,290
2021	$169,017	$228,560	$745,530	$-59,543
2020	$419,660	$189,448	$794,456	$230,212
2019	$355,838	$171,049	$589,280	$184,789
2018	$229,857	$502,213	$421,269	$-272,356

JUNIOR LEAGUE OF SANTA BARBARA