THE JUNIOR LEAGUE OF LONG BEACH

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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

Legal Domicile

Phone

5629896400

Tax Period

2024-06-01 to 2025-05-31

THE JUNIOR LEAGUE OF LONG BEACH is a micro nonprofit in the Community Improvement sector that reported $84K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $79K left a modest 6% surplus.

Mission

THE PURPOSE OF THE JUNIOR LEAGUE OF LONG BEACH IS TO RECRUIT AND TRAIN VOLUNTEERS TO ENGAGE IN CHARITABLE SERVICES AND ACTIVITIES IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $22,070

EXPENSES RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE OF ENGAGING IN CHARITABLE SERVICES AND ACTIVITIES IN THE COMMUNITY.

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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 $37,186

Program Service Revenue $32,152

Investment Income $85

Other Revenue $14,483

TOTAL REVENUE $83,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $17,310

Program Expenses $22,070

Other Expenses $78,958

TOTAL EXPENSES $78,958

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,906	$99,473	-0.2%
Expenses	$78,958	$96,764	-0.2%
Net Income	$4,948	$2,709	+0.8%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON ANDERSON	President	15.00	Director	$0	$0	$0
KATHRYN ESHAM	Treasurer	6.00	Officer Director	$0	$0	$0
CHELI NYE	EXECUTIVE SECTY	10.00	Officer Director	$0	$0	$0
ASHLEY STRICKLAND	BOARD ASSISTANT	5.00	Director	$0	$0	$0
JESSICA MARTONE	EXECUTIVE VP	8.00	Officer Director	$0	$0	$0
KIRSTEN GRAHAM	COMMUN. VP	10.00	Director	$0	$0	$0
KAMI RILEY	PRESIDENT ELECT	10.00	Officer Director	$0	$0	$0
MEGHAN RICKMAN	FUND DEV. VP	13.00	Director	$0	$0	$0
ARANTXA CHAVARRIA	NOMINATING CHR	13.00	Director	$0	$0	$0
TARA ESCOBAR	SUSTAIN. ADVSR	10.00	Director	$0	$0	$0
JENN HALL	MEMBERSHIP VP	14.00	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	$83,906	$78,958	$1,066,361	$4,948
2024	No data	No data	No data	No data
2023	$143,702	$146,608	$1,058,104	$-2,906
2022	$89,199	$93,791	$967,262	$-4,592
2021	$105,685	$107,008	$970,570	$-1,323
2020	$136,657	$157,467	$909,196	$-20,810
2019	$147,415	$95,891	$1,014,859	$51,524
2018	$215,074	$160,757	$957,065	$54,317