JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC (EIN 060665972) - 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

1951

Legal Domicile

Principal Officer

JEREMY D RACE

Phone

8605254510

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC, founded in 1951, is a community nonprofit in the International Affairs sector that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 38% operating margin.

Mission

THE ORGANIZATION IS DEDICATED TO EDUCATING STUDENTS ABOUT WORKFORCE READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. THESE PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE WEALTH AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE.

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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 $4,991,710

Program Service Revenue $0

Investment Income $202,168

Other Revenue $-74,922

TOTAL REVENUE $5,118,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,768,102

Fundraising Expenses $514,362

Program Expenses $2,391,258

Other Expenses $1,416,287

TOTAL EXPENSES $3,184,389

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,118,956	$3,455,799	+0.5%
Expenses	$3,184,389	$2,847,012	+0.1%
Net Income	$1,934,567	$608,787	+2.2%

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

1900

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

$296,914

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY D RACE	PRESIDENT &	40.00	Officer	$272,926	$23,988	$296,914
FRANCINE AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS J BAILER	DIRECTOR	1.00	Director	$0	$0	$0
ADELE BALBONI	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN BRODRICK	DIRECTOR	1.00	Director	$0	$0	$0
JAY S BUTH	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN R COLLETT CPA	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW W CAMBI	DIRECTOR	1.00	Director	$0	$0	$0
TREVON CANADA	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE J CARBONI	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN CARILLON	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA R CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH DESANTIS	DIRECTOR	1.00	Director	$0	$0	$0
KATE DION	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN DOLAN	DIRECTOR	1.00	Director	$0	$0	$0
ANNE S EVANS	DIRECTOR	1.00	Director	$0	$0	$0
JACK FAZZINO	DIRECTOR	1.00	Director	$0	$0	$0
DAIVD FIRSTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
PAUL J FOODY	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE V GALEOTA	DIRECTOR	1.00	Director	$0	$0	$0
BILL GLUECK	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GUY	DIRECTOR	1.00	Director	$0	$0	$0
LAZARO GUZMAN	DIRECTOR	1.00	Director	$0	$0	$0
G CHRISTOPHER HEYL	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDE HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
DONALD ALLAN JR	DIRECTOR	1.00	Director	$0	$0	$0
PATTY KING	DIRECTOR	1.00	Director	$0	$0	$0
DAWN LAZARUS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LOUDEN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA LECKY JD MBA	DIRECTOR	1.00	Director	$0	$0	$0
KENNETH H MCGOVERN	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL MCKNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
BETH MERENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
MARY MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK NISBETT	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL OUTLER	DIRECTOR	1.00	Director	$0	$0	$0
BETH MERENSTEIN PHD	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN COTEI PHD	DIRECTOR	1.00	Director	$0	$0	$0
TERRELL HILL PHD	DIRECTOR	1.00	Director	$0	$0	$0
EMILY PASKIND	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL C PELLETIER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS L PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
TINA ST PIERRE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM K PIOTROWSKI	DIRECTOR	1.00	Director	$0	$0	$0
PARU PUTTANNA	DIRECTOR	N/A	Director	$0	$0	$0
JOE RADZIEWICZ	DIRECTOR	1.00	Director	$0	$0	$0
SEAN RIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA SAWYER	DIRECTOR	1.00	Director	$0	$0	$0
ROBB SCHILBERG	DIRECTOR	1.00	Director	$0	$0	$0
WENDY P SIMONCELLI	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CASTRO SMITHBERGER	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY SOLERNO	DIRECTOR	1.00	Director	$0	$0	$0
PJ TITONE	DIRECTOR	1.00	Director	$0	$0	$0
DAWNE E WARE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WEIR	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN C WINKLER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN D JACKSON	BOARD CHAIR	1.00	Officer	$0	$0	$0
KARMELA MALONE	SECRETARY	1.00	Officer	$0	$0	$0
SUSAN MARTINELLI	TREASURER	1.00	Officer	$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	$5,118,956	$3,184,389	$8,791,212	$1,934,567
2024	No data	No data	No data	No data
2023	$2,219,190	$2,282,098	$5,577,730	$-62,908
2022	$2,331,852	$1,898,442	$5,344,034	$433,410
2021	$2,299,610	$1,829,077	$5,634,941	$470,533
2020	$2,073,981	$1,955,998	$4,432,508	$117,983
2019	$2,213,405	$2,108,541	$4,366,895	$104,864
2018	$2,474,307	$2,141,602	$4,002,844	$332,705

JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC