Junior Achievement of SW Indiana Inc (EIN 356048156) - 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

1964

Legal Domicile

Principal Officer

Amanda Heldt

Phone

8124258152

Tax Period

2024-07-01 to 2025-06-30

Junior Achievement of SW Indiana Inc, founded in 1964, is a community nonprofit in the International Affairs sector that reported $5.4M in total revenue in fiscal year 2024. Revenue surged 531% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.8M, a strong 71% operating margin.

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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 $5,113,580

Program Service Revenue $0

Investment Income $156,040

Other Revenue $112,900

TOTAL REVENUE $5,382,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $851,704

Fundraising Expenses $190,754

Program Expenses $1,205,466

Other Expenses $687,581

TOTAL EXPENSES $1,539,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,382,520	$853,547	+5.3%
Expenses	$1,539,285	$1,427,951	+0.1%
Net Income	$3,843,235	$-574,404	-7.7%

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

800

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

$126,331

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcia Forston	President/CEO	40.00	Officer	$126,331	$0	$126,331
Shawn McCoy	Chair	1.00	Director	$0	$0	$0
Bill Schirmer	1st Vice Chair	1.00	Director	$0	$0	$0
Patrick C Edwards	2nd Vice Chair	1.00	Director	$0	$0	$0
Jonathan Lee	Treasurer	1.00	Director	$0	$0	$0
Steven M Theising	Secretary	1.00	Director	$0	$0	$0
Debbie A Garrison	Former Chair	1.00	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	$5,382,520	$1,539,285	$8,199,183	$3,843,235
2025	No data	No data	No data	No data
2024	$853,547	$1,427,951	$4,412,046	$-574,404
2023	$4,010,403	$983,128	$4,840,635	$3,027,275
2022	$1,044,748	$903,639	$1,886,444	$141,109
2021	$1,104,480	$775,893	$1,750,464	$328,587

Junior Achievement of SW Indiana Inc