JUNIOR ACHIEVEMENT OF MIDDLE TN (EIN 620582571) - 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

1957

Legal Domicile

Principal Officer

TRENT KLINGENSMITH

Phone

6153839500

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF MIDDLE TN, founded in 1957, is a community nonprofit in the International Affairs sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $2.6M left a modest 5% surplus.

Mission

JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE IS PART OF THE WORLD'S LARGEST ORGANIZATION DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE, AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. OUR FINANCIAL LITERACY, WORK READINESS AND ENTREPRENEURSHIP PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASES THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. FOUNDED IN MIDDLE TENNESSEE IN 1957, JUNIOR ACHIEVEMENT NOW OPERATES IN 16 COUNTIES IN THE REGION AND IS PRESENT IN OVER 200 SCHOOLS. THROUGH VOLUNTEER-DRIVEN PROGRAMS, OUR MENTORS ALSO MOTIVATE THE STUDENTS TO BELIEVE "I CAN- AND REALIZE THEIR FULL POTENTIAL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,415,007

Program Service Revenue $231,988

Investment Income $69,909

Other Revenue $1,320

TOTAL REVENUE $2,718,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,297,299

Fundraising Expenses $334,028

Program Expenses $1,964,806

Other Expenses $1,286,276

TOTAL EXPENSES $2,583,575

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,718,224	$2,179,932	+0.2%
Expenses	$2,583,575	$2,250,658	+0.1%
Net Income	$134,649	$-70,726	-2.9%

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

3217

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

$345,407

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRENT KLINGENSMITH	PRESIDENT	40.00	Officer	$178,464	$27,805	$206,269
RACHEL DYER	SR. DIR. OP.	40.00	Officer	$113,568	$25,570	$139,138
DARA BACON	SR. DIR. DEV	40.00	Highest	$113,568	$16,424	$129,992
JIM PARROTT	TREASURER/FI	1.00	Officer Director	$0	$0	$0
COLE HODGES	EDUCATION VI	1.00	Officer Director	$0	$0	$0
JANELLE RAAEN	EDUCATION CH	1.00	Officer Director	$0	$0	$0
COREY HAMMONDS	BOARD DEV CH	1.00	Officer Director	$0	$0	$0
DAVID GARFINKLE	FINANCE COMM	1.00	Officer Director	$0	$0	$0
PATRICK BYRD	MEMBER	1.00	Director	$0	$0	$0
MINDY BARRY	MEMBER	1.00	Director	$0	$0	$0
MERRILL BOHREN	MEMBER	1.00	Director	$0	$0	$0
ALISSA FRY	MEMBER	1.00	Director	$0	$0	$0
JENNIFER BRANTLEY	MEMBER	1.00	Director	$0	$0	$0
LUCY CARTER	MEMBER	1.00	Director	$0	$0	$0
HIRAM COX	MEMBER	1.00	Director	$0	$0	$0
ALEX DAWALD	MEMBER	1.00	Director	$0	$0	$0
MIKE CURB	MEMBER	1.00	Director	$0	$0	$0
LAURA DELEOT	MEMBER	1.00	Director	$0	$0	$0
JOHN DOERGE	MEMBER	1.00	Director	$0	$0	$0
BOBBY EDWARDS	MEMBER	1.00	Director	$0	$0	$0
LESLIE GODFREY	MEMBER	1.00	Director	$0	$0	$0
STEVE GLASGOW	MEMBER	1.00	Director	$0	$0	$0
JASON GIOMPOLETTI	MEMBER	1.00	Director	$0	$0	$0
CANDIAS HAYES	MEMBER	1.00	Director	$0	$0	$0
JOHN HAYES	MEMBER	1.00	Director	$0	$0	$0
DREW HENDRICKSON	MEMBER	1.00	Director	$0	$0	$0
EMILY RIGLING	MEMBER	1.00	Director	$0	$0	$0
MEREDITH LONG	MEMBER	1.00	Director	$0	$0	$0
LES JACKSON	MEMBER	1.00	Director	$0	$0	$0
TODD RAVIN	MEMBER	1.00	Director	$0	$0	$0
IVAN REEVES	MEMBER	1.00	Director	$0	$0	$0
JEROME RICHARDSON	MEMBER	1.00	Director	$0	$0	$0
DECOSTA JENKINS JR	MEMBER	1.00	Director	$0	$0	$0
JEFF SMITH	MEMBER	1.00	Director	$0	$0	$0
NIKKI SMITH-BARTLEY	MEMBER	1.00	Director	$0	$0	$0
PAUL CRAIG	SPECIAL PROJ	1.00	Officer Director	$0	$0	$0
CHRIS CLAYBROOK	SPECIAL PROJ	1.00	Officer Director	$0	$0	$0
DAVE BRIGGS	FUNDING CHAI	1.00	Officer Director	$0	$0	$0
LARRY KLOESS	MEMBER	1.00	Director	$0	$0	$0
KELLY KING	PAST CHAIR	1.00	Officer Director	$0	$0	$0
LARRY WHISENANT	MEMBER	1.00	Director	$0	$0	$0
SHANNON SULLIVAN	MEMBER	1.00	Director	$0	$0	$0
MEGAN MOODY	EVENTS CHAIR	1.00	Officer Director	$0	$0	$0
BILL WICKETT	EVENTS VICE	1.00	Officer Director	$0	$0	$0
JASON GREGORY	FUNDING VICE	1.00	Officer Director	$0	$0	$0
W DAVID JONES	SPECIAL PROJ	1.00	Officer Director	$0	$0	$0
DOUG GHERTNER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TRACY OAKLEY	MEMBER	1.00	Director	$0	$0	$0
MOLLY STEVENS	MEMBER	1.00	Director	$0	$0	$0
BEN WAGONFIELD	MEMBER	1.00	Director	$0	$0	$0
MARK CATE	GOVT RELATIO	1.00	Officer Director	$0	$0	$0
BRIAN WHISNANT	MEMBER	1.00	Director	$0	$0	$0
REGGIE DESTIN	MEMBER	1.00	Director	$0	$0	$0
HEIDI SMITH	MEMBER	1.00	Director	$0	$0	$0
DAVID PEMBERTON	MEMBER	1.00	Director	$0	$0	$0
PASQUAL SLAUGHTER	MEMBER	1.00	Director	$0	$0	$0
CAROLINE WILLIAMS	MEMBER	1.00	Director	$0	$0	$0
PAIGE BIGHAM	MEMBER	1.00	Director	$0	$0	$0
SALLEYE SHAPARD	MEMBER	1.00	Director	$0	$0	$0
SHOUVIK DAS	MEMBER	1.00	Director	$0	$0	$0
RUSS MORGAN	MEMBER	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
2025	$2,718,224	$2,583,575	$4,011,650	$134,649
2024	$2,179,932	$2,250,658	$3,949,715	$-70,726
2023	$1,641,881	$2,009,469	$4,187,191	$-367,588
2022	$1,528,982	$1,658,814	$3,230,603	$-129,832
2021	$1,440,408	$1,337,391	$3,594,270	$103,017
2020	$1,202,816	$1,514,952	$3,654,684	$-312,136
2019	$2,426,502	$1,463,915	$3,879,964	$962,587

JUNIOR ACHIEVEMENT OF MIDDLE TN