JUNIOR ACHIEVEMENT OF UPSTATE SOUTH CAROLINA INC

EIN: 570547967 501(c)(3)

GREENVILLE, SC

Total Revenue
$322,345
Total Expenses
$345,404
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
SC
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.

Program Service Accomplishments

Program 1
Expenses: $271,300

ELEMENTARY SCHOOL: 120 CLASSES INVOLVING 2,007 KINDERGARTEN THROUGH FIFTH GRADE STUDENTS WERE TAUGHT BY 42 VOLUNTEERS. THE PROGRAMS DELIVERED SIX SEQUENTIAL THEMES INCORPORATING THE BASIC CONCEPTS OF...

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ELEMENTARY SCHOOL: 120 CLASSES INVOLVING 2,007 KINDERGARTEN THROUGH FIFTH GRADE STUDENTS WERE TAUGHT BY 42 VOLUNTEERS. THE PROGRAMS DELIVERED SIX SEQUENTIAL THEMES INCORPORATING THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELAVENT TO THE WORKPLACE. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. EACH PROGRAM IS COMPRISED OF FIVE 30-45 MINUTE SESSIONS.

Program 2

MIDDLE SCHOOL: 220 CLASSES INVOLVING 4,907 6TH-8TH GRADE STUDENTS WERE TAUGHT BY 159 VOLUNTEERS. MIDDLE SCHOOL JA PROGRAMS REINFORCE THE VALUE OF WORKFORCE READINESS, ENTREPRENEURSHIP, AND FINANCIAL...

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MIDDLE SCHOOL: 220 CLASSES INVOLVING 4,907 6TH-8TH GRADE STUDENTS WERE TAUGHT BY 159 VOLUNTEERS. MIDDLE SCHOOL JA PROGRAMS REINFORCE THE VALUE OF WORKFORCE READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. STUDENTS ARE INTRODUCED TO MANY ECONOMIC CONCEPTS AND USEFUL FACTS ABOUT THE WORKING WORLD. THE CLASSES HELP THESE STUDENTS MAKE DIFFICULT 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. EACH PROGRAM IS COMPRISED OF FIVE OR SIX 45-60 MINUTE SESSIONS.

Program 3

HIGH SCHOOL: 138 CLASSES INVOLVING 3,083 9TH-12TH GRADE STUDENTS WERE TAUGHT BY 63 VOLUNTEERS. AS HIGH SCHOOL STUDENTS BEGIN TO POSITION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED...

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HIGH SCHOOL: 138 CLASSES INVOLVING 3,083 9TH-12TH GRADE STUDENTS WERE TAUGHT BY 63 VOLUNTEERS. AS HIGH SCHOOL STUDENTS BEGIN TO POSITION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED QUESTIONS ABOUT WHAT LIES AHEAD. JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR ACADEMIC AND ECONOMIC CHOICES, AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. WITH A RANGE OF DIFFERENT PROGRAMS, JUNIOR ACHIEVEMENT TEACHES ABOUT CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY, AND WORK READINESS. THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. PROGRAMS ARE TYPICALLY COMPRISED OF FIVE TO SEVEN CLASS PERIODS (45 MINUTES) OR ONE HOUR ENTREPRENEURSHIP CLASSES.

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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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
26
Independent Members
26
Employees
5
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
5
$71,070
Total Directors
26
$0
Key Employees
0
$0
Highest Compensated
0
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
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