JUNIOR ACHIEVEMENT OF SOUTHWEST VIRGINIA INC (EIN 540628293) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

KERI GARNETT

Phone

5409896392

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF SOUTHWEST VIRGINIA INC, founded in 1957, is a small nonprofit in the International Affairs sector that reported $261K in total revenue in fiscal year 2018. Revenue decreased 14% compared to the prior year.

Mission

JUNIOR ACHIEVEMENT OF SOUTHWEST VIRGINIA, INC. IS A NON-PROFIT CORPORATION ORGANIZED TO RAISE FUNDS FOR PROGRAMS, WHICH EDUCATE AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS, TO IMPROVE THE QUALITY OF THEIR LIVES. JUNIOR ACHIEVEMENT OF SOUTHWEST VIRGINIA, INC. EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $198,200

Program Service Revenue $0

Investment Income $9,803

Other Revenue $23,600

TOTAL REVENUE $231,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $212,941

Fundraising Expenses $37,221

Program Expenses $220,463

Other Expenses $88,835

TOTAL EXPENSES $301,776

Year-over-Year Comparison

	2024	2023	Change
Revenue	$231,603	$302,302	-0.2%
Expenses	$301,776	$308,880	0.0%
Net Income	$-70,173	$-6,578	+9.7%

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

100

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

$87,781

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERI GARNETT	PRESIDENT	40.00	Officer	$80,581	$7,200	$87,781
CORY APPLEGATE	BOARD MEMBER	1.00	Director	$0	$0	$0
RAVEN BURKS	BOARD MEMBER	1.00	Director	$0	$0	$0
AMBER COOK	BOARD MEMBER	1.00	Director	$0	$0	$0
COREY FOBARE	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK GIANNINI	BOARD MEMBER	1.00	Director	$0	$0	$0
ELLIE HAMMER	BOARD MEMBER	1.00	Director	$0	$0	$0
CURTIS HICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES HOBACK	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK KEENEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE KERN	BOARD MEMBER	1.00	Director	$0	$0	$0
BRADY LAWRENCE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF LEWIS	BOARD MEMBER	1.00	Director	$0	$0	$0
DEAN LIPSCOMB	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON LUSTIG	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
DOUGLAS MCQUADE	TREASURER	1.00	Officer Director	$0	$0	$0
ALAN MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
GARRY NORRIS	BOARD MEMBER	1.00	Director	$0	$0	$0
SAM OAKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CRAIG PARRENT	BOARD MEMBER	1.00	Director	$0	$0	$0
ADAM PETERS	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG PHARES	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID POINTS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE PRIEST	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE PUCKETT	BOARD MEMBER	1.00	Director	$0	$0	$0
TABATHA QUESENBERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIS RATLIFF	BOARD MEMBER	1.00	Director	$0	$0	$0
EVAN ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHUCK SAWYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
CHANDLER SERENO	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK SWANBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY TRAVERS	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA TRIFIRO	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHAN WALKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN WOOSLEY	CHAIRMAN	1.00	Officer 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	$231,603	$301,776	$424,912	$-70,173
2024	$302,302	$308,880	$461,566	$-6,578
2023	$274,178	$267,076	$418,285	$7,102
2022	$222,138	$287,238	$381,816	$-65,100
2021	$299,518	$250,620	$571,800	$48,898
2020	$329,054	$237,324	$446,443	$91,730
2019	$260,780	$278,772	$311,132	$-17,992

JUNIOR ACHIEVEMENT OF SOUTHWEST VIRGINIA INC