JUNIOR ACHIEVEMENT OF MEMPHIS AND THE MID-SOUTH INC (EIN 620549549) - 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

1955

Legal Domicile

Principal Officer

LEIGH MANSBERG

Phone

9013667800

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT OF MEMPHIS AND THE MID-SOUTH INC, founded in 1955, is a community nonprofit in the International Affairs sector that reported $3.4M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $2.9M left a modest 15% surplus.

Mission

TO EDUCATE AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, BUSINESS AND ECONOMICS TO IMPROVE THE QUALITY OF THEIR LIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,051,000

Program Service Revenue $170,480

Investment Income $58,656

Other Revenue $111,400

TOTAL REVENUE $3,391,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,359,514

Fundraising Expenses $203,211

Program Expenses $2,388,788

Other Expenses $1,535,510

TOTAL EXPENSES $2,895,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,391,536	$3,786,090	-0.1%
Expenses	$2,895,024	$2,467,971	+0.2%
Net Income	$496,512	$1,318,119	-0.6%

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

1776

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

$594,664

Total Directors

$211,582

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRANDON COOPER	PAST BOARD CHAIR, INVESTMENT COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
KAREN KOPLON	CORPORATE SECRETARY	3.00	Officer Director	$0	$0	$0
JASON CAMPBELL	TREASURER	3.00	Officer Director	$0	$0	$0
ADAM KING	CHAIR, AUDIT COMMITTEE	3.00	Officer Director	$0	$0	$0
PEARSON CRUTCHER	CHAIR, COMMUNITY ENGAGEMENT COMMITTEE	3.00	Officer Director	$0	$0	$0
KELLY LOMAX	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
BRENDA DUCKETT	DEVELOPMENT COMMITTEE CHAIR	3.00	Officer Director	$0	$0	$0
DR SHA FANION	DIRECTOR	3.00	Director	$0	$0	$0
RICK FOGELMAN	DIRECTOR	3.00	Director	$0	$0	$0
CASSIE LYNN FOOTE	DIRECTOR	3.00	Director	$0	$0	$0
JUSTIN GENTRY	DIRECTOR	3.00	Director	$0	$0	$0
HENRY GORDON	DIRECTOR	3.00	Director	$0	$0	$0
SHELEAH HARRIS	DIRECTOR	3.00	Director	$0	$0	$0
SCOTTY HENDRICKS	DIRECTOR	3.00	Director	$0	$0	$0
CHARLIE HOUSE	DIRECTOR	3.00	Director	$0	$0	$0
DARRYL JACKSON	DIRECTOR	3.00	Director	$0	$0	$0
CASEY KING	DIRECTOR	3.00	Director	$0	$0	$0
SAMUEL KING	DIRECTOR	3.00	Director	$0	$0	$0
DR MARY MCDONALD	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN MCENIRY	DIRECTOR	3.00	Director	$0	$0	$0
KIMBERLY MOORE	DIRECTOR	3.00	Director	$0	$0	$0
BRITTNEY MURRAY	DIRECTOR	3.00	Director	$0	$0	$0
ALANA HU PERKOVIC	DIRECTOR	3.00	Director	$0	$0	$0
ALEX PINA	DIRECTOR	3.00	Director	$0	$0	$0
BRAD PHILLIPS	DIRECTOR	3.00	Director	$0	$0	$0
JESSICA SEIDNER	DIRECTOR	3.00	Director	$0	$0	$0
STEVE SWAIN	DIRECTOR	3.00	Director	$0	$0	$0
TED TOWNSEND	DIRECTOR	3.00	Director	$0	$0	$0
SCOTT TRAMMELL	DIRECTOR	3.00	Director	$0	$0	$0
ROBIN WALLACE	DIRECTOR	3.00	Director	$0	$0	$0
ALONZO WEAVER	DIRECTOR	3.00	Director	$0	$0	$0
KENNETH WORLES	DIRECTOR	3.00	Director	$0	$0	$0
LEIGH MANSBERG	PRESIDENT	40.00	Officer Director	$207,268	$4,314	$211,582
KATIE WEST MCCRARY	DIRECTOR	3.00	Director	$0	$0	$0
JASON MCNEIL	DIRECTOR	3.00	Director	$0	$0	$0
DR GREGORY BOLLER	DIRECTOR	3.00	Director	$0	$0	$0
TAREK DERNAIKA	DIRECTOR	3.00	Director	$0	$0	$0
GABE FRANCESCHI	DIRECTOR	3.00	Director	$0	$0	$0
TIFFANIE HEDIN	DIRECTOR	3.00	Director	$0	$0	$0
STEPHAN FRENCH	CHIEF OPERATING OFFICER	40.00	Officer	$157,423	$2,479	$159,902
BILL DUFF	CHIEF FINANCIAL OFFICER	40.00	Officer	$119,802	$0	$119,802
KESHA IVY	CHIEF ACADEMIC OFFICER	40.00	Officer	$97,498	$5,880	$103,378

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	No data	No data	No data	No data
2024	$3,391,536	$2,895,024	$8,370,601	$496,512
2023	$3,786,090	$2,467,971	$8,111,781	$1,318,119
2022	$2,925,302	$1,734,138	$5,171,864	$1,191,164
2021	$2,243,762	$1,278,655	$3,986,445	$965,107
2020	$2,276,738	$1,121,421	$3,997,871	$1,155,317
2019	$773,610	$969,498	$2,866,559	$-195,888
2018	$945,428	$935,156	$3,121,248	$10,272

JUNIOR ACHIEVEMENT OF MEMPHIS AND THE MID-SOUTH INC