JUNIOR ACHIEVEMENT OF THE HEARTLAND INC (EIN 362684253) - 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

1956

Legal Domicile

Principal Officer

JAMES DOUGAL NELSON

Phone

3097361630

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT OF THE HEARTLAND INC, founded in 1956, is a community nonprofit in the International Affairs sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 38% operating margin.

Mission

JUNIOR ACHIEVEMENT (JA) IS A WORLDWIDE ORGANIZATION THAT INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THEY DO THIS BY PROVIDING WORK-READINESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP PROGRAMS TO STUDENTS IN KINDERGARTEN THROUGH HIGH SCHOOL. THROUGH THESE PROGRAMS AND THE SUPPORT OF BUSINESSES AND INDIVIDUALS, JA REINFORCES THE RELEVANCY OF SCHOOLS' CURRICULUM AND EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,566,256

Program Service Revenue $74,485

Investment Income $59,069

Other Revenue $265,182

TOTAL REVENUE $2,964,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,015,214

Fundraising Expenses $441,504

Program Expenses $1,021,533

Other Expenses $828,849

TOTAL EXPENSES $1,844,063

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,964,992	$2,628,700	+0.1%
Expenses	$1,844,063	$1,570,685	+0.2%
Net Income	$1,120,929	$1,058,015	+0.1%

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

2399

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

$142,723

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE FINTEL	SOUTH REGION CHAIR	1.00	Director	$0	$0	$0
BRIAN DUFFY	CHAIR	1.00	Officer Director	$0	$0	$0
AMANDA KENNEDY	NORTH REGION VICE CHAIR	1.00	Director	$0	$0	$0
MARGUERITE TOMLIN	CENTRAL REGION VICE CHAIR	1.00	Director	$0	$0	$0
MICHAEL PENNINGTON	NORTH REGION CHAIR	1.00	Director	$0	$0	$0
CHRIS BOAR	SOUTH REGION VICE CHAIR	1.00	Director	$0	$0	$0
CHAD ULRICH	VICE CHAIR/ CENTRAL REGION CHAIR	1.00	Officer	$0	$0	$0
ANNA KYER	TREASURER	1.00	Officer	$0	$0	$0
NICK KREMER	IMMEDIATE PAST CHAIR	1.00	Officer	$0	$0	$0
JAMES DOUGAL NELSON	PRESIDENT	40.00	Officer	$137,723	$5,000	$142,723
SHANNON HUNTER	SECRETARY	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	No data	No data	No data	No data
2024	$2,964,992	$1,844,063	$4,595,698	$1,120,929
2023	$2,628,700	$1,570,685	$2,876,143	$1,058,015
2022	$1,996,940	$1,416,949	$1,846,335	$579,991
2021	$1,439,282	$1,247,005	$1,463,905	$192,277
2020	$1,276,119	$1,535,570	$1,249,672	$-259,451
2019	$1,476,376	$1,490,325	$1,221,166	$-13,949

JUNIOR ACHIEVEMENT OF THE HEARTLAND INC