JUNIOR ACHIEVEMENT OF GREATER ST L… - Form 990 Financial Data

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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

1943

Legal Domicile

Principal Officer

LORI JACOB

Phone

6367280707

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF GREATER ST LOUIS INC, founded in 1943, is a community nonprofit in the International Affairs sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

EMPOWERING YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS THROUGH WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY.

Program Service Accomplishments

Program 1

Expenses: $2,105,811

ELEMENTARY SCHOOL PROGRAMS ARE DESIGNED TO BUILD ECONOMIC LITERACY AND SHOW STUDENTS THE RELATIONSHIP BETWEEN EDUCATION AND SUCCESS IN THE WORKPLACE. MIDDLE GRADES PROGRAMS BUILD ON CONCEPTS THE...

ELEMENTARY SCHOOL PROGRAMS ARE DESIGNED TO BUILD ECONOMIC LITERACY AND SHOW STUDENTS THE RELATIONSHIP BETWEEN EDUCATION AND SUCCESS IN THE WORKPLACE. MIDDLE GRADES PROGRAMS BUILD ON CONCEPTS THE STUDENTS LEARNED IN JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAM AND HELPS TEENS MAKE IMPORTANT DECISIONS ABOUT HOW TO BEST PREPARE FOR THEIR EDUCATIONAL AND PROFESSIONAL FUTURE. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA AND DEVELOP COMMUNICATION SKILLS THAT ARE ESSENTIAL TO SUCCESS IN THE BUSINESS WORLD. BUSINESS VOLUNTEERS SERVE AS ROLE CONTINUED ON SCHEDULE OCONTINUED FROM PART III: MODELS. THEY LEAD DISCUSSIONS AND ENGAGING ACTIVITIES, ENRICHING THE PROGRAM WITH THEIR OWN EXPERIENCES AND BUSINESS KNOWLEDGE. HIGH SCHOOL PROGRAMS FOR STUDENTS IN GRADES 9-12 INCLUDE ECONOMIC, FINANCIAL, AND BUSINESS CURRICULA IN SCHOOL, AND AN AFTER-SCHOOL STUDENT-LED ENTERPRISE. THE DYNAMIC INTERACTION BETWEEN JA VOLUNTEERS AND STUDENTS PROMOTES ACTIVE LEARNING AND BRINGS THEORY TO LIFE. THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 161,072 STUDENTS SERVED IN IN-SCHOOL PROGRAMS. (177,285 OVERALL STUDENTS SERVED.)

Program 2

Expenses: $1,043,393 Revenue: $265,871

CAPSTONE PROGRAM: PROVIDES EXPERIENTIAL LEARNING OPPORTUNITIES IN A BUSINESS MARKETPLACE SETTING. 16,213 STUDENTS SERVED.

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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 $3,772,753

Program Service Revenue $263,264

Investment Income $129,404

Other Revenue $31

TOTAL REVENUE $4,165,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,528,893

Fundraising Expenses $347,086

Program Expenses $3,149,204

Other Expenses $1,512,910

TOTAL EXPENSES $4,041,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,165,452	$2,970,100	+0.4%
Expenses	$4,041,803	$4,309,432	-0.1%
Net Income	$123,649	$-1,339,332	-1.1%

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

5002

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

$490,442

Total Directors

$381,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI JACOB	PRESIDENT	40.00	Officer Director	$341,145	$40,775	$381,920
SHAWN SCHUKAR	CHAIR	1.00	Officer Director	$0	$0	$0
JIM CURRAN JR	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES KIM	TREASURER	1.00	Officer Director	$0	$0	$0
KIM BAHR	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL BAMBERGER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BAREIS	DIRECTOR	1.00	Director	$0	$0	$0
SHANE BEHL	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN BRUNING	DIRECTOR	1.00	Director	$0	$0	$0
PAULA BUIE	DIRECTOR	1.00	Director	$0	$0	$0
BRAD BURNS	DIRECTOR	1.00	Director	$0	$0	$0
CURTIS CAIN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN CARLIE	DIRECTOR	1.00	Director	$0	$0	$0
TIM CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
JEFF DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DENISZCZUK	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE DRUMM	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DUBINSKY	DIRECTOR	1.00	Director	$0	$0	$0
TYLER DUMEY	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW ERICSON	DIRECTOR	1.00	Director	$0	$0	$0
TIM FIGGE	DIRECTOR	1.00	Director	$0	$0	$0
RANDY FUSZ	DIRECTOR	1.00	Director	$0	$0	$0
TIM GRUNINGER	DIRECTOR	1.00	Director	$0	$0	$0
BOB GULINO	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW HAINES	DIRECTOR	1.00	Director	$0	$0	$0
DEBRA HELLMANN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HOLLANDER	DIRECTOR	1.00	Director	$0	$0	$0
VENABLE HOUTS	DIRECTOR	1.00	Director	$0	$0	$0
IZEK JASPER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS JONES	DIRECTOR	1.00	Director	$0	$0	$0
GOPI JOSHI	DIRECTOR	1.00	Director	$0	$0	$0
PAULA KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN MANNING	DIRECTOR	1.00	Director	$0	$0	$0
KEITH MARTY	DIRECTOR	1.00	Director	$0	$0	$0
KARA MEISTER	DIRECTOR	1.00	Director	$0	$0	$0
WENDY MENGHINI	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA MOORE	DIRECTOR	1.00	Director	$0	$0	$0
GENE MORGENTHALER	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON MORITZ	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN PALMQUIST	DIRECTOR	1.00	Director	$0	$0	$0
TERRY PONCHAK	DIRECTOR	1.00	Director	$0	$0	$0
TRACI PUPILLO	DIRECTOR	1.00	Director	$0	$0	$0
MARY RAMATOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
VIDYA RAMNATH	DIRECTOR	1.00	Director	$0	$0	$0
JASON RAMTHUN	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN REBNE	DIRECTOR	1.00	Director	$0	$0	$0
SEAN RIDLEY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES RUNNELS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SAPENARO	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH SCHROEDER-SAULNIER	DIRECTOR	1.00	Director	$0	$0	$0
SARINA STRACK	DIRECTOR	1.00	Director	$0	$0	$0
ZACH TARTER	DIRECTOR	1.00	Director	$0	$0	$0
BRAD TOMCHEK	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER VOLZ	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JESSE WISE	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE ZIMMERMAN	DIRECTOR	1.00	Director	$0	$0	$0
SANDY LAPASSO	CFO	25.00	Officer	$103,245	$5,277	$108,522
ANNETTE MCCLELLAN	SENIOR VP	40.00	Highest	$142,642	$16,732	$159,374
GINA BARNES	SENIOR VP	40.00	Highest	$138,692	$26,467	$165,159

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	$4,165,452	$4,041,803	$5,821,046	$123,649
2024	$2,970,100	$4,309,432	$5,834,508	$-1,339,332
2023	$3,997,162	$4,016,959	$7,876,326	$-19,797
2022	$3,436,405	$3,430,180	$7,704,304	$6,225
2021	$2,718,663	$3,007,677	$8,137,036	$-289,014
2020	$2,998,765	$3,983,033	$7,987,211	$-984,268
2019	$3,733,657	$4,115,376	$8,721,762	$-381,719
2018	$5,306,062	$3,883,229	$9,157,396	$1,422,833

JUNIOR ACHIEVEMENT OF GREATER ST LOUIS INC