JUNIOR ACHIEVEMENT OF SOUTHEASTERN MICHIGAN INC (EIN 381348535) - 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

1949

Legal Domicile

Principal Officer

JASON LEE

Phone

3139622550

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF SOUTHEASTERN MICHIGAN INC, founded in 1949, is a community nonprofit in the International Affairs sector that reported $3.8M in total revenue in fiscal year 2024. The organization ran a surplus of $769K, a strong 20% operating margin.

Mission

TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.

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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 $3,724,809

Program Service Revenue $4,139

Investment Income $139,530

Other Revenue $-36,583

TOTAL REVENUE $3,831,895

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $1,662,996

Fundraising Expenses $376,733

Program Expenses $2,286,093

Other Expenses $1,398,761

TOTAL EXPENSES $3,062,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,831,895	$4,008,428	0.0%
Expenses	$3,062,757	$3,143,310	0.0%
Net Income	$769,138	$865,118	-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

854

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

$266,316

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY ABERNATHY	DIRECTOR	1.00	Director	$0	$0	$0
GREG BURNICK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
GERALD CHIDDICK	DIRECTOR	1.00	Director	$0	$0	$0
JASON COFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVEDA COLBERT	DIRECTOR	1.00	Director	$0	$0	$0
MITCHELL DANGREMOND	DIRECTOR	1.00	Director	$0	$0	$0
GORDON DIDIER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DOLSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN GIACOLONE	DIRECTOR	1.00	Director	$0	$0	$0
JEFF GLASER	DIRECTOR	1.00	Director	$0	$0	$0
JOSIE HUNWICK	DIRECTOR	1.00	Director	$0	$0	$0
DIMITRIUS HUTCHERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEFANIE KIMBALL	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MAC LEAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE MARIANOS	DIRECTOR	1.00	Director	$0	$0	$0
RICK MATTOON	DIRECTOR	1.00	Director	$0	$0	$0
REUBEN MAXBAUER	DIRECTOR	1.00	Director	$0	$0	$0
NAVIA MCCLOUD	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET MUZZIN	DIRECTOR	1.00	Director	$0	$0	$0
SIDHARTHA NAIR	DIRECTOR	1.00	Director	$0	$0	$0
LINDA RATLIFF-WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH SCHULTENOVER	DIRECTOR	1.00	Director	$0	$0	$0
AMY SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SHEA	DIRECTOR	1.00	Director	$0	$0	$0
CLEB SIANSI	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS SPAUDE	DIRECTOR	1.00	Director	$0	$0	$0
MEGHAN STOREY	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE UHL	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER WEISS	DIRECTOR	1.00	Director	$0	$0	$0
ROD WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA HERRON	SECRETARY	3.00	Officer Director	$0	$0	$0
HOWARD L DOW III	TREASURER	3.00	Officer Director	$0	$0	$0
RHONDA MCNALLY	VICE CHAIR	3.00	Officer Director	$0	$0	$0
RHONDA LAURENCELLE	CHAIR	3.00	Officer Director	$0	$0	$0
SCOTT MULLAN	IMMEDIATE PAST CHAIR	3.00	Officer Director	$0	$0	$0
JASON LEE	PRESIDENT & CEO	40.00	Officer	$243,630	$22,686	$266,316
ANITA MARTINEZ	SENIOR VP & COO	40.00	Highest	$151,380	$5,931	$157,311
CRYSTAL SMITH	VP OF PHILANTHROPY	40.00	Highest	$147,767	$30,316	$178,083
BETH O'CONNOR	VP OF PROGRAMS	40.00	Highest	$145,779	$7,160	$152,939
CINDY BAZNER	SENIOR VP & COO (ENDED 5/25)	40.00	Highest	$200,606	$16,917	$217,523

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	$3,831,895	$3,062,757	$6,964,437	$769,138
2024	$4,008,428	$3,143,310	$6,817,286	$865,118
2023	$2,820,071	$2,042,022	$4,838,526	$778,049
2022	$1,987,873	$1,747,073	$4,097,069	$240,800
2021	$1,521,772	$1,485,872	$3,976,478	$35,900
2020	$1,658,031	$1,764,059	$3,765,054	$-106,028
2019	$1,914,365	$1,947,311	$3,675,658	$-32,946

JUNIOR ACHIEVEMENT OF SOUTHEASTERN MICHIGAN INC