STEVEN G MIHAYLO JUNIOR ACHIEVEMENT FOUNDATION (EIN 942868929) - 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

1982

Legal Domicile

Principal Officer

Katherine K Cecala

Phone

4803778500

Tax Period

2017-07-01 to 2018-06-30

STEVEN G MIHAYLO JUNIOR ACHIEVEMENT FOUNDATION, founded in 1982, is a micro nonprofit that reported $53K in total revenue in fiscal year 2017. Revenue surged 363% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 79% operating margin.

Mission

The mission of the Steven G Mihaylo Junior Achievement Foundation is to support Junior Achievement of Arizona, Inc.

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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 (2017)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $53,121

Other Revenue $0

TOTAL REVENUE $53,121

Expense Breakdown

Grants Paid $9,554

Salaries & Benefits $0

Fundraising Expenses $1,336

Program Expenses $9,554

Other Expenses $1,336

TOTAL EXPENSES $10,890

Year-over-Year Comparison

	2017	2016	Change
Revenue	$53,121	$11,474	+3.6%
Expenses	$10,890	$13,517	-0.2%
Net Income	$42,231	$-2,043	-21.7%

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

N/A

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

$205,213

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marcia Wepfer	President	0.35	Director	$0	$0	$0
Daniel W McAuliffe	Treasurer	0.35	Director	$0	$0	$0
Katherine K Cecala	Secretary	2	Director	$0	$12,359	$205,213
Leo J Dembinski	Trustee at Large	0.35	Director	$0	$0	$0
Alan R Augenstein	Trustee at Large	0.5	Director	$0	$0	$0
Pete Rathwell	Trustee at Large	0.35	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
2018	$53,121	$10,890	No data	$42,231

STEVEN G MIHAYLO JUNIOR ACHIEVEMENT FOUNDATION