JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC (EIN 650503084) - 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

1994

Legal Domicile

Principal Officer

CHERYL KUNKLE

Phone

2392252590

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC, founded in 1994, is a small nonprofit in the International Affairs sector that reported $951K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 17% operating deficit.

Mission

JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA IS A NONPROFIT DEDICATED TO INSPIRING AND PREPARING YOUNG PEOPLE FOR SUCCESS.

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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 $1,008,270

Program Service Revenue $0

Investment Income $23,081

Other Revenue $-80,223

TOTAL REVENUE $951,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $423,319

Fundraising Expenses $204,000

Program Expenses $794,406

Other Expenses $689,209

TOTAL EXPENSES $1,112,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$951,128	$906,012	+0.0%
Expenses	$1,112,528	$764,199	+0.5%
Net Income	$-161,400	$141,813	-2.1%

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

115

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

$125,644

Total Directors

$125,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA FISHER	PRESIDENT/CE	40.00	Officer Director	$121,984	$3,660	$125,644
CARLOS ARTIME	DIRECTOR	0.75	Director	$0	$0	$0
JASON BREWER	CHAIR	0.75	Officer Director	$0	$0	$0
ELIZABETH DOSORETZ	DIRECTOR	0.75	Director	$0	$0	$0
JASON DUKE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GLAESER	DIRECTOR	0.75	Director	$0	$0	$0
NANCY KORISTA	DIRECTOR	0.75	Director	$0	$0	$0
MATTHEW KRAGH	DIRECTOR	0.75	Director	$0	$0	$0
BENJAMIN LEVENE	DIRECTOR	0.75	Director	$0	$0	$0
RYAN M MITCHELL	DIRECTOR	0.75	Director	$0	$0	$0
TOM PITSER	DIRECTOR	0.75	Director	$0	$0	$0
MONICA SCIRE	DIRECTOR	0.75	Director	$0	$0	$0
DR MATHEW SHEEP	DIRECTOR	0.75	Director	$0	$0	$0
SUZANNE SPECHT	SECRETARY	0.75	Officer Director	$0	$0	$0
GARY TASMAN	MEMBER AT LA	0.75	Director	$0	$0	$0
CHERRYLANE THOMAS	DIRECTOR	0.75	Director	$0	$0	$0
CURT TODD	MEMBER AT LA	0.75	Director	$0	$0	$0
MICHAEL TRAFICANTE	DIRECTOR	0.75	Director	$0	$0	$0
EARNEST WILKS	VICE CHAIR &	0.75	Officer Director	$0	$0	$0
SANDY STILWELL YOUNGQUIST	DIRECTOR	0.75	Director	$0	$0	$0
MONA ZIELKE	DIRECTOR	0.75	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	$951,128	$1,112,528	$1,045,008	$-161,400
2024	$906,012	$764,199	$1,049,578	$141,813
2023	$734,483	$669,680	$895,916	$64,803
2022	$507,299	$507,885	$820,784	$-586
2021	$466,453	$483,304	$543,666	$-16,851
2020	$388,774	$465,840	$418,627	$-77,066
2019	$476,056	$503,092	$486,061	$-27,036
2018	$364,840	$400,567	$504,511	$-35,727

JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC