JUNIOR ACHIEVEMENT OF KENTUCKIANA INC

EIN: 610476694 501(c)(3) International Affairs

LOUISVILLE, KY

Total Revenue
$2,124,661
Total Expenses
$2,190,995
Total Assets
$6,276,969
Net Assets
$6,155,887
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1949
Legal Domicile
KY
Principal Officer
JENNIFER HELGESON
Phone
5025615437
Tax Period
2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF KENTUCKIANA INC, founded in 1949, is a community nonprofit in the International Affairs sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $6.2M represent 35 months of operating reserves.

Mission

TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,911,336
Program Service Revenue $138,974
Investment Income $176,628
Other Revenue $-102,277
TOTAL REVENUE $2,124,661

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,283,031
Fundraising Expenses $239,025
Program Expenses $1,715,598
Other Expenses $907,964
TOTAL EXPENSES $2,190,995

Year-over-Year Comparison

2024 2023 Change
Revenue $2,124,661 $1,905,724 +0.1%
Expenses $2,190,995 $2,019,665 +0.1%
Net Income $-66,334 $-113,941 -0.4%
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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Governance

Voting Members
69
Independent Members
69
Employees
39
Volunteers
3189

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
9
$498,895
Total Directors
69
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULAYNE AMSTUTZ DIRECTOR 2.00
Director
$0 $0 $0
MARTIN L BELL DIRECTOR 2.00
Director
$0 $0 $0
M JOSEPH BISIG IV DIRECTOR 2.00
Director
$0 $0 $0
TODD A SPENCER IMMEDIATE PAST CHAIR 2.00
Officer Director
$0 $0 $0
NIKKI CARVER DIRECTOR 2.00
Director
$0 $0 $0
MARC B CHARNAS DIRECTOR 2.00
Director
$0 $0 $0
NANCY B DAVIS DIRECTOR 2.00
Director
$0 $0 $0
KENNETH W FAITH II DIRECTOR 2.00
Director
$0 $0 $0
WILL RIVES ASSISTANT TREASURER 2.00
Officer Director
$0 $0 $0
PAUL G FULTZ DIRECTOR 2.00
Director
$0 $0 $0
THOMAS C GLEASON DIRECTOR 2.00
Director
$0 $0 $0
ANKUR N GOPAL DIRECTOR 2.00
Director
$0 $0 $0
DONALD L GOSSMAN DIRECTOR 2.00
Director
$0 $0 $0
TAYLOR M HAMILTON DIRECTOR 2.00
Director
$0 $0 $0
DOUG HELM DIRECTOR 2.00
Director
$0 $0 $0
JAMES HORLANDER DIRECTOR 2.00
Director
$0 $0 $0
KEVIN J JOYNT DIRECTOR 2.00
Director
$0 $0 $0
ELIZABETH KAPLAN DIRECTOR 2.00
Director
$0 $0 $0
ANN LEONARD DIRECTOR 2.00
Director
$0 $0 $0
JIM MEYERS DIRECTOR 2.00
Director
$0 $0 $0
RYAN SIENKOWSKI DIRECTOR 2.00
Director
$0 $0 $0
ADAM SIMON DIRECTOR 2.00
Director
$0 $0 $0
DAVID S SINCLAIR DIRECTOR 2.00
Director
$0 $0 $0
DALE B SKAGGS DIRECTOR 2.00
Director
$0 $0 $0
STEPHANIE MOONEY CHAIR 2.00
Officer Director
$0 $0 $0
TODD SPURGEON DIRECTOR 2.00
Director
$0 $0 $0
SUSAN STAPLES SECRETARY 2.00
Officer Director
$0 $0 $0
WILLIAM SUMMERS V DIRECTOR 2.00
Director
$0 $0 $0
FRANK O BARLOW DIRECTOR 2.00
Director
$0 $0 $0
BRIAN HART DIRECTOR 2.00
Director
$0 $0 $0
MEAGHAN REYNOLDS DIRECTOR 2.00
Director
$0 $0 $0
DALE SHINKLE DIRECTOR 2.00
Director
$0 $0 $0
JENNIFER L WILLIAMS DIRECTOR 2.00
Director
$0 $0 $0
JUSTIN ALEXANDER DIRECTOR 2.00
Director
$0 $0 $0
DEMETRIUS HOLLOWAY DIRECTOR 2.00
Director
$0 $0 $0
CHRISTOPHER MANZO VICE CHAIR 2.00
Officer Director
$0 $0 $0
RYAN M WILLEY DIRECTOR 2.00
Director
$0 $0 $0
RACHEL SPURLOCK TREASURER 2.00
Officer Director
$0 $0 $0
PATRICK FARNAN DIRECTOR 2.00
Director
$0 $0 $0
JOHN C TAFT DIRECTOR 2.00
Director
$0 $0 $0
LAQUITA WORNOR DIRECTOR 2.00
Director
$0 $0 $0
JOHN WURTENBERGER DIRECTOR 2.00
Director
$0 $0 $0
DENNIS HEISHMAN DIRECTOR 2.00
Director
$0 $0 $0
RANDISHA CARTER DIRECTOR 2.00
Director
$0 $0 $0
ANGELA VAIRO DIRECTOR 2.00
Director
$0 $0 $0
JESSICA HOLLERAN DIRECTOR 2.00
Director
$0 $0 $0
TAYLOR JOLLY DIRECTOR 2.00
Director
$0 $0 $0
AMANDA KRAMER DIRECTOR 2.00
Director
$0 $0 $0
KIM MORALES DIRECTOR 2.00
Director
$0 $0 $0
SHELBY SOMERVELL DIRECTOR 2.00
Director
$0 $0 $0
LARRY W MYERS DIRECTOR 2.00
Director
$0 $0 $0
JON BAUGHMAN DIRECTOR 2.00
Director
$0 $0 $0
CHRISTOPHER W BROOKER DIRECTOR 2.00
Director
$0 $0 $0
GREGORY M CARROLL DIRECTOR 2.00
Director
$0 $0 $0
ADAM HACK DIRECTOR 2.00
Director
$0 $0 $0
CHARLES P HARRIS DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL J MCGEE DIRECTOR 2.00
Director
$0 $0 $0
JUSTIN MORRIS DIRECTOR 2.00
Director
$0 $0 $0
ANDREW PHELPS DIRECTOR 2.00
Director
$0 $0 $0
KATRINA DIETRICH DIRECTOR 2.00
Director
$0 $0 $0
SCARLETT SHINE DIRECTOR 2.00
Director
$0 $0 $0
CORY THORNE DIRECTOR 2.00
Director
$0 $0 $0
JOHN ANDERSON DIRECTOR 2.00
Director
$0 $0 $0
W DUNCAN CROSBY III DIRECTOR 2.00
Director
$0 $0 $0
TOSHA RIDENOUR DIRECTOR 2.00
Director
$0 $0 $0
JASON PENDLETON DIRECTOR 2.00
Director
$0 $0 $0
JOSH KIDD DIRECTOR 2.00
Director
$0 $0 $0
LUKE FITZGERALD DIRECTOR 2.00
Director
$0 $0 $0
AUSTIN COFFEY DIRECTOR 2.00
Director
$0 $0 $0
SHARON PEACOCK SENIOR VICE PRESIDENT 37.50
Officer
$125,666 $15,366 $141,032
JENNIFER HELGESON PRESIDENT 37.50
Officer
$197,216 $19,191 $216,407
JILLIAN CANTU EXECUTIVE VICE PRESIDENT 37.50
Officer
$125,874 $15,582 $141,456
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 $2,124,661 $2,190,995 $6,276,969 $-66,334
2024 $1,905,724 $2,019,665 $6,238,852 $-113,941
2023 $2,606,824 $1,833,337 $6,000,874 $773,487
2022 $2,292,211 $1,625,565 $5,616,461 $666,646
2021 $1,534,556 $1,544,863 $5,825,261 $-10,307
2020 $1,918,721 $1,989,991 $4,421,596 $-71,270
2019 $1,712,273 $2,063,727 $4,575,189 $-351,454
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