Skip to content
ProPublica Donate
ProPublica Donate

Junior League Of Cincinnati Endowment Trust Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Women's Service Clubs (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$119k (2024)

Expenses
$98.4k (2024)

Total Assets
$2.39M (2024)

Total Liabilities
$3.77k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,032
Expenses
$98,440
Net Income
$20,592
Net Assets
$2,381,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,511
55.0%
Program Services $0
Investment Income $43,634
36.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,887
8.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,385,458
Total Liabilities $3,769
Net Assets $2,381,689
Compensation
Key Employees and Officers Compensation Related Other
Julie Albright (Chair) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Lucinda Heekin (Trustee) $0 $0 $0
Tara Noland (Trustee) $0 $0 $0
Lauren Kulik (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,274
Expenses
$89,392
Net Income
-$34,118
Net Assets
$2,023,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,730
90.0%
Program Services $0
Investment Income $37,231
67.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$31,687
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,028,265
Total Liabilities $4,938
Net Assets $2,023,327
Compensation
Key Employees and Officers Compensation Related Other
Julie Albright (Chair) $0 $0 $0
Valerie Newell (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Lucinda Heekin (Trustee) $0 $0 $0
Tara Noland (Trustee) $0 $0 $0
Kei Lawson (Trustee) $0 $0 $0
Rosemary Walsh (Trustee) $0 $0 $0
Lauren Gonzalez (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$95,011
Expenses
$81,385
Net Income
$13,626
Net Assets
$2,072,538
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,477
6.8%
Program Services $0
Investment Income $42,359
44.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $46,175
48.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,093,113
Total Liabilities $20,575
Net Assets $2,072,538
Compensation
Key Employees and Officers Compensation Related Other
Julie Albright (Chair) $0 $0 $0
Nicole Portal Velarde (Vice Chair Exit June 21) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0
Carrie Hayden (Trustee) $0 $0 $0
Lucinda Heekin (Trustee) $0 $0 $0
Lauren Gonzalez (Trustee) $0 $0 $0
Tara Noland (Trustee) $0 $0 $0
Valerie Newell (Trustee) $0 $0 $0
Kei Lawson (Trustee Start Feb 22) $0 $0 $0
Lucy Lane Broderick (Administrator) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,046
Expenses
$73,422
Net Income
$119,624
Net Assets
$2,264,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $120,936
62.6%
Program Services $0
Investment Income $33,403
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,707
20.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,268,426
Total Liabilities $3,799
Net Assets $2,264,627
Compensation
Key Employees and Officers Compensation Related Other
Julie Albright (Chair) $0 $0 $0
Nicole Portal Velarde (Vice Chair) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0
Carrie Hayden (Trustee) $0 $0 $0
Lucinda Heekin (Trustee) $0 $0 $0
Laura Gonzalez (Trustee) $0 $0 $0
Tara Noland (Trustee Started 5/1) $0 $0 $0
Valerie Newell (Trustee) $0 $0 $0
Lucy Lane Broderick (Administrator Started 5/1) $0 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$308,455
Expenses
$69,580
Net Income
$238,875
Net Assets
$1,739,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $260,256
84.4%
Program Services $0
Investment Income $35,416
11.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,783
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,742,938
Total Liabilities $3,599
Net Assets $1,739,339
Compensation
Key Employees and Officers Compensation Related Other
Valerie Newell (Chair) $0 $0 $0
Julie Albright (Vice Chair) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0
Nicole Portal Velarde (Trustee) $0 $0 $0
Carrie Hayden (Trustee) $0 $0 $0
Lucinda Heekin (Trustee) $0 $0 $0
Laura Gonzalez (Administrator) $0 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,981
Expenses
$81,378
Net Income
-$38,397
Net Assets
$1,435,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,835
13.6%
Program Services $0
Investment Income $32,961
76.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,185
9.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,437,853
Total Liabilities $2,250
Net Assets $1,435,603
Compensation
Key Employees and Officers Compensation Related Other
Valerie Newell (Chair) $0 $0 $0
Julie Albright (Vice Chair) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0
Nicole Portal Velarde (Trustee) $0 $0 $0
Laura Gonzalez (Administrator) $0 $0 $0
Lucinda Heekin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,088
Expenses
$111,027
Net Income
-$33,939
Net Assets
$1,471,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,310
16.0%
Program Services $0
Investment Income $29,431
38.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,347
45.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,473,655
Total Liabilities $2,250
Net Assets $1,471,405
Compensation
Key Employees and Officers Compensation Related Other
Valerie Newell (Chair) $0 $0 $0
Julie Albright (Treasurer) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0
Maggie Wuellner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,073
Expenses
$70,699
Net Income
$96,374
Net Assets
$1,434,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,325
27.7%
Program Services $0
Investment Income $47,162
28.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $73,586
44.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,434,730
Total Liabilities $0
Net Assets $1,434,730
Compensation
Key Employees and Officers Compensation Related Other
Valerie Newell (Chair) $0 $0 $0
Julie Albright (Trustee) $0 $0 $0
Judy Dalambakis (Trustee) $0 $0 $0
Darlene Kamine (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,334
Expenses
$80,378
Net Income
$42,956
Net Assets
$1,298,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,312
15.7%
Program Services $0
Investment Income $33,650
27.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,372
57.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,298,071
Total Liabilities $0
Net Assets $1,298,071
Compensation
Key Employees and Officers Compensation Related Other
Valerie Newell (Chair) $0 $0 $0
Julie Albright (Trustee) $0 $0 $0
Darlene Kamine (Trustee) $0 $0 $0
James Schwab (Trustee) $0 $0 $0
Susan Shelton (Trustee) $0 $0 $0
Rosemary Welsh (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$62,123
Expenses
$242,006
Net Income
-$179,883
Net Assets
$1,401,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,610
71.8%
Program Services $0
Investment Income $17,513
28.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,401,059
Total Liabilities $0
Net Assets $1,401,059
Compensation
Key Employees and Officers Compensation Related Other
Valerie Newell (Trustee Chair) $0 $0 $0
Jim Schwab (Community Advisor Council Trustee) $0 $0 $0
Rosemary Welsh (Sustainer Trustee) $0 $0 $0
Taylor Bennett (Finance Vp Trustee) $0 $0 $0
Sarah Murphy (Fifth Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$84,006
Expenses
$41,810
Net Income
$42,196
Net Assets
$1,530,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,762
17.6%
Program Services $0
Investment Income $69,244
82.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,530,090
Total Liabilities $0
Net Assets $1,530,090
Compensation
Key Employees and Officers Compensation Related Other
Sandy Donovan (Trustee) $0 $0 $0
Pamela Wise (Trustee) $0 $0 $0
Sarah Moore (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,783
Expenses
$47,894
Net Income
$26,889
Net Assets
$1,408,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,143
41.6%
Program Services $0
Investment Income $35,784
47.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,288
8.4%
Net Inventory Sales $0
Other Revenue $1,568
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,408,197
Total Liabilities $0
Net Assets $1,408,197

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,517
Expenses
$35,733
Net Income
-$2,216
Net Assets
$1,278,642
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,508
25.4%
Program Services $0
Investment Income $24,454
73.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $555
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,280,210
Total Liabilities $1,568
Net Assets $1,278,642

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,499
Expenses
$44,760
Net Income
$35,739
Net Assets
$1,280,858
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,024
27.4%
Program Services $0
Investment Income $33,483
41.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,992
31.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,281,388
Total Liabilities $530
Net Assets $1,280,858

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending May
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »