JUNIOR ACHIEVEMENT OF UPSTATE SOUTH CAROLINA INC (EIN 570547967) - 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

1968

Legal Domicile

Principal Officer

GARY BERNARDEZ

Phone

8642444017

Tax Period

2019-07-01 to 2020-06-30

JUNIOR ACHIEVEMENT OF UPSTATE SOUTH CAROLINA INC, founded in 1968, is a small nonprofit that reported $322K in total revenue in fiscal year 2019.

Mission

OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $322,198

Program Service Revenue $0

Investment Income $147

Other Revenue $0

TOTAL REVENUE $322,345

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,707

Fundraising Expenses $36,028

Program Expenses $271,300

Other Expenses $127,697

TOTAL EXPENSES $345,404

Year-over-Year Comparison

	2019	2018	Change
Revenue	$322,345	$302,390	+0.1%
Expenses	$345,404	$321,842	+0.1%
Net Income	$-23,059	$-19,452	+0.2%

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

240

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

$71,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE LANZL	PRESIDENT	50.00	Officer	$71,070	$0	$71,070
STEVE ABERNATHY	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN ASHFORD	BOARD MEMBER	0.50	Director	$0	$0	$0
CANISHA BECK	BOARD MEMBER	0.50	Director	$0	$0	$0
GARY BERNARDEZ	CHAIR	0.50	Officer Director	$0	$0	$0
KAREN BURGESS	BOARD MEMBER	0.50	Director	$0	$0	$0
MICHELLE BYRD	BOARD MEMBER	0.50	Director	$0	$0	$0
MATT DUNBAR	VICE CHAIR	0.50	Officer Director	$0	$0	$0
HENRY DUPRE	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIC FARMER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN FARRALL	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON FREEMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN GABBARD	BOARD MEMBER	0.50	Director	$0	$0	$0
TAMMY HARRISON	BOARD MEMBER	0.50	Director	$0	$0	$0
TRACY KRAMER	BOARD MEMBER	0.50	Director	$0	$0	$0
ASHLEY LANGLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
JASON LARSEN	BOARD MEMBER	0.50	Director	$0	$0	$0
REED MOORE	BOARD MEMBER	0.50	Officer Director	$0	$0	$0
MIKE PENNINGTON	BOARD MEMBER	0.50	Director	$0	$0	$0
LISA PUTTI	BOARD MEMBER	0.50	Director	$0	$0	$0
AMY RANDALL	BOARD MEMBER	0.50	Director	$0	$0	$0
ERIN SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
JENNIFER SUTTON	BOARD MEMBER	0.50	Director	$0	$0	$0
JIMMY SWIGER	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRISTINE THOMAS	BOARD MEMBER	0.50	Director	$0	$0	$0
DORIS WOFFORD	TREASURER	0.50	Officer Director	$0	$0	$0
PARKS WORKMAN	BOARD MEMBER	0.50	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
2020	$322,345	$345,404	No data	$-23,059
2019	$302,390	$321,842	$132,505	$-19,452

JUNIOR ACHIEVEMENT OF UPSTATE SOUTH CAROLINA INC