JUNIOR ACHIEVEMENT OF NW FLORIDAIN (EIN 590839555) - 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

1981

Legal Domicile

Principal Officer

ALLISON JONES

Phone

8504771420

Tax Period

2021-07-01 to 2022-06-30

JUNIOR ACHIEVEMENT OF NW FLORIDAIN, founded in 1981, is a small nonprofit that reported $143K in total revenue in fiscal year 2021. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $170K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. WITH THE HELP OF TRAINED VOLUNTEERS, JUNIOR ACHIEVEMENT TEACHES FINANCIAL LITERACY AND THE ECONOMICS OF LIFE BY SHOWING YOUNG PEOPLE HOW JOBS, MONEY AND BUSINESS OWNERSHIP WORK.

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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 (2021)

Revenue Breakdown

Contributions & Grants $107,419

Program Service Revenue $0

Investment Income $0

Other Revenue $35,285

TOTAL REVENUE $142,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,149

Fundraising Expenses $16,227

Program Expenses $132,460

Other Expenses $55,176

TOTAL EXPENSES $169,750

Year-over-Year Comparison

	2021	2020	Change
Revenue	$142,704	$194,231	-0.3%
Expenses	$169,750	$188,364	-0.1%
Net Income	$-27,046	$5,867	-5.6%

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

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

Total Directors

$45,848

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ILDI HOSMAN	PAST PRESIDE	40.00	Director	$45,848	$0	$45,848
TODD MILLESON	CHAIR	1.00	Officer Director	$0	$0	$0
AISA GOODYEAR	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL JOYNER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALICIA CHRISTY	DIRECTOR	1.00	Director	$0	$0	$0
JODI BELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON JONES	BOARD TREASU	2.00	Officer Director	$0	$0	$0
CAT MYHRE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ALVAREZ	DIRECTOR	1.00	Officer Director	$0	$0	$0
MICHELLE SALZMAN	DIRECTOR	1.00	Director	$0	$0	$0
RICK FOUNTAIN	DIRECTOR	1.00	Director	$0	$0	$0
PACE CLARK	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MEYER	DIRECTOR	1.00	Director	$0	$0	$0
ANNA-MARIE FORSHEE ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES JAMES ESQ	DIRECTOR	1.00	Director	$0	$0	$0
BECKY MEREDITH	DIRECTOR	1.00	Director	$0	$0	$0
GREG DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE HOPKINS	DIRECTOR	1.00	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
2022	$142,704	$169,750	$8,169	$-27,046
2021	$194,231	$188,364	$54,664	$5,867

JUNIOR ACHIEVEMENT OF NW FLORIDAIN