JUNIOR ACHIEVEMENT USA FOUNDATION (EIN 992646340) - 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

2024

Legal Domicile

Phone

7195408000

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT USA FOUNDATION, founded in 2024, is a mid-sized nonprofit in the Youth Development sector that reported $11.1M in total revenue in fiscal year 2024. The organization ran a surplus of $10.8M, a strong 97% operating margin.

Mission

THE JUNIOR ACHIEVEMENT USA FOUNDATION'S ACTIVITY IS TO HOLD, MANAGE, OVERSEE, AND DISTRIBUTE ENDOWMENT AND OTHER FUNDS FOR THE BENEFIT OF JUNIOR ACHIEVEMENT USA AND AFFILIATED ORGANIZATIONS.

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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 $10,629,665

Program Service Revenue $16,850

Investment Income $447,183

Other Revenue $0

TOTAL REVENUE $11,093,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $322,871

Other Expenses $331,209

TOTAL EXPENSES $331,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,093,698	N/A	N/A
Expenses	$331,209	N/A	N/A
Net Income	$10,762,489	$0	N/A

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

$1,072,106

Total Directors

$1,676,733

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edward Priem II	Chief Financial Officer	1.0	Officer Director	$0	$19,326	$373,468
Evelyn Angelle	Treasurer	1.0	Officer Director	$0	$0	$0
Jack Kosakowski	Vice Chair (Retired 6/30/2024)	1.0	Officer Director	$0	$26,429	$698,638
Jim Hemak	Secretary	1.0	Officer Director	$0	$0	$0
Kyle Hybl	Chair	1.0	Officer Director	$0	$0	$0
Arnold Evans	Director	1.0	Director	$0	$0	$0
John S Harris	Director	1.0	Director	$0	$32,571	$604,627

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	$11,093,698	$331,209	$11,127,455	$10,762,489

JUNIOR ACHIEVEMENT USA FOUNDATION