Skip to main content

Nonprofit · EIN 35-6048156

JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC

Tax-exempt · EVANSVILLE, IN 47711

Financials

$4M$983K2022$854K$1.4M2023$5.4M$1.5M2024
Revenue Expenses · by fiscal year end
Financials of JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990 (amended)$5,382,520$1,539,285$3,843,235$8,199,183$257,286$7,941,897
June 30, 2024990$853,547$1,427,951-$574,404$4,412,046$339,983$4,072,063
June 30, 2023990$4,010,403$983,128$3,027,275$4,840,635$207,558$4,633,077
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,113,580
Program service revenue
$0
Investment income
$156,040
Net gain from sales of assets
-$60
Net income from fundraising events
$111,502
Other revenue
$112,900

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$128,456
Other salaries and wages
$552,329
Salaries, compensation and benefits (total)
$851,704
Professional fundraising fees
$0
Accounting fees
$100,858
Occupancy
$54,011
Travel
$55,101
Depreciation
$19,914
Program services (functional)
$1,205,466
Management and general (functional)
$143,065
Fundraising (functional)
$190,754

Balance sheet and other

Total assets, start of year
$4,412,046
Total assets, end of year
$8,199,183
Total liabilities, end of year
$257,286
Net assets, end of year
$7,941,897
Land, buildings and equipment
$426,584
Publicly traded securities
$202,609
Net assets without donor restrictions
$1,591,880
Net assets with donor restrictions
$6,350,017
Gross receipts
$7,771,748
Employees
18
Volunteers
800
Year formed
1964
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Marcia ForstonPresident/CEO
Officer
40$126,331
Shawn McCoyChair
Trustee or director
1$0
Bill Schirmer1st Vice Chair
Trustee or director
1$0
Patrick C Edwards2nd Vice Chair
Trustee or director
1$0
Jonathan LeeTreasurer
Trustee or director
1$0
Steven M TheisingSecretary
Trustee or director
1$0
Debbie A GarrisonFormer Chair
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
Marcia ForstonPresident/Financial Officer
Officer
40$130,236
Debbie A GarrisonChair
Trustee or director
1$0
Shawn McCoy1st Vice Chair
Trustee or director
1$0
Bill Schirmer2nd Vice Chair
Trustee or director
1$0
Patrick C EdwardsTreasurer
Trustee or director
1$0
Steven M TheisingSecretary
Trustee or director
1$0
Glen MuehlbauerFormer Chair
Trustee or director
1$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
Marcia ForstonPresident/Financial Officer
Officer
40$127,651
Debbie A GarrisonChair
Trustee or director
1$0
Shawn McCoy1st Vice Chair
Trustee or director
1$0
Bill Schirmer2nd Vice Chair
Trustee or director
1$0
Patrick C EdwardsTreasurer
Trustee or director
1$0
Steven M TheisingSecretary
Trustee or director
1$0
Glen MuehlbauerFormer Chair
Trustee or director
1$0

Address and contacts

Address (IRS master file)
431 E DIAMOND AVE, EVANSVILLE, IN 47711-3713
Principal officer (990 for 2024)
Amanda Heldt, 431 E Diamond Avenue, Evansville, IN 47711
Signed the 990
Jonathan Lee, Treasurer
Phone
(812) 425-8152
Return prepared by
TIMOTHY J OTTE CPA PC

Mission

See attached statement

990 for the year ended June 30, 2025

Program accomplishments

  • See attached statement
    Expenses $1,205,466 · revenue $1,398

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-6048156
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,199,183
Income (IRS master file)
$5,382,520

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,382,520$1,539,285$8,199,183XML
990June 2024$853,547$1,427,951$4,412,046XML
990June 2023$4,010,403$983,128$4,840,635XML
990June 2022–––IRS
990June 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6048156).

Questions about JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC

What is the EIN of JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC?
The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC is 35-6048156.
Is JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Which annual return does JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC?
The 990 for the year ended June 30, 2025 names Amanda Heldt.
Who are the officers and directors of JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $126,331 (Marcia Forston, President/CEO).
How much revenue does JUNIOR ACHIEVEMENT OF SOUTHWESTERN INDIANA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,382,520, expenses of $1,539,285 and total assets of $8,199,183 at year end.

Other nonprofits in EVANSVILLE

All nonprofits in EVANSVILLE · Indiana · International, foreign affairs and national security