Civic Intelligence

Junior Achievement USA Health & Welfare Benefit Plan Trust

990 • Fiscal year 2012 • EIN 84-1223492

May 01, 2011 to Apr 30, 2012

Colorado Springs, CO
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.16x

Higher debt load relative to assets than 67% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

69th percentile

0.14x

Higher debt load relative to revenue than 69% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Net Margin

21st percentile

-9.4%

Higher net margin than 21% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

33rd percentile

-0.7%

Faster asset growth than 33% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

26th percentile

-5.0%

Faster revenue growth than 26% of similar nonprofits.

2012 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Assets

Down

$4,862,348

Down $33,890 (-0.7%) from 2011

Net Assets

Down

$4,083,283

Down $411,960 (-9.2%) from 2011

Liabilities

Up

$779,065

Up $378,070 (+94%) from 2011

Revenue

Down

$5,553,046

Down $289,943 (-5.0%) from 2011

Expenses

Up

$6,077,661

Up $1,105,355 (+22%) from 2011

Net Income

Down

-$524,615

Down $1,395,298 (-160%) from 2011

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $4,896,238Liabilities 2011: $400,995Net Assets 2011: $4,495,2432011Assets 2012: $4,862,348Liabilities 2012: $779,065Net Assets 2012: $4,083,2832012Assets 2013: $5,238,352Liabilities 2013: $679,768Net Assets 2013: $4,558,5842013Assets 2014: $5,648,835Liabilities 2014: $544,636Net Assets 2014: $5,104,1992014Assets 2015: $5,551,770Liabilities 2015: $593,360Net Assets 2015: $4,958,4102015Assets 2016: $6,540,973Liabilities 2016: $581,047Net Assets 2016: $5,959,9262016Assets 2017: $7,701,762Liabilities 2017: $561,521Net Assets 2017: $7,140,2412017Assets 2018: $7,440,336Liabilities 2018: $700,338Net Assets 2018: $6,739,9982018Assets 2019: $7,090,532Liabilities 2019: $949,434Net Assets 2019: $6,141,0982019Assets 2020: $7,064,362Liabilities 2020: $925,682Net Assets 2020: $6,138,6802020Assets 2021: $8,536,592Liabilities 2021: $739,447Net Assets 2021: $7,797,1452021Assets 2022: $6,896,881Liabilities 2022: $1,025,724Net Assets 2022: $5,871,1572022Assets 2023: $6,343,467Liabilities 2023: $1,235,828Net Assets 2023: $5,107,6392023Assets 2024: $7,337,928Liabilities 2024: $727,034Net Assets 2024: $6,610,8942024Assets 2025: $9,147,789Liabilities 2025: $994,598Net Assets 2025: $8,153,1912025

Highlighted filing

2012

Assets$4,862,348
Liabilities$779,065
Net Assets$4,083,283

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $5,842,989Expenses 2011: $4,972,306Net Income 2011: $870,6832011Revenue 2012: $5,553,046Expenses 2012: $6,077,661Net Income 2012: -$524,6152012Expenses 2013: $6,325,4072013Revenue 2014: $6,917,286Expenses 2014: $6,752,075Net Income 2014: $165,2112014Revenue 2015: $7,191,581Expenses 2015: $7,486,464Net Income 2015: -$294,8832015Revenue 2016: $7,626,728Expenses 2016: $6,605,163Net Income 2016: $1,021,5652016Revenue 2017: $8,032,997Expenses 2017: $7,201,089Net Income 2017: $831,9082017Revenue 2018: $7,418,643Expenses 2018: $8,083,094Net Income 2018: -$664,4512018Revenue 2019: $8,740,992Expenses 2019: $8,856,449Net Income 2019: -$115,4572019Revenue 2020: $9,680,077Expenses 2020: $9,872,236Net Income 2020: -$192,1592020Revenue 2021: $8,413,603Expenses 2021: $7,904,482Net Income 2021: $509,1212021Revenue 2022: $8,557,870Expenses 2022: $9,942,777Net Income 2022: -$1,384,9072022Revenue 2023: $9,771,898Expenses 2023: $10,093,325Net Income 2023: -$321,4272023Revenue 2024: $11,489,245Expenses 2024: $10,240,692Net Income 2024: $1,248,5532024Revenue 2025: $12,735,365Expenses 2025: $11,102,472Net Income 2025: $1,632,8932025

Highlighted filing

2012

Revenue$5,553,046
Expenses$6,077,661
Net Income-$524,615
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Mission and Program Overview

Mission

To provide medical, dental, life, accidental death and dismemberment, vision, and long-term disability benefits to eligible employees of junior achievement usa and its affiliates.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.15$0.99$8.15$12.7$11.1$1.63
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.73$6.61$11.5$10.2$1.25
2023Detailed filing. Detailed filing data is available for this year.$6.34$1.24$5.11$9.77$10.1$0.32
2022Detailed filing. Detailed filing data is available for this year.$6.90$1.03$5.87$8.56$9.94$1.38
2021Detailed filing. Detailed filing data is available for this year.$8.54$0.74$7.80$8.41$7.90$0.51
2020Detailed filing. Detailed filing data is available for this year.$7.06$0.93$6.14$9.68$9.87$0.19
2019Detailed filing. Detailed filing data is available for this year.$7.09$0.95$6.14$8.74$8.86$0.12
2018Detailed filing. Detailed filing data is available for this year.$7.44$0.70$6.74$7.42$8.08$0.66
2017Detailed filing. Detailed filing data is available for this year.$7.70$0.56$7.14$8.03$7.20$0.83
2016Detailed filing. Detailed filing data is available for this year.$6.54$0.58$5.96$7.63$6.61$1.02
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.59$4.96$7.19$7.49$0.29
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.54$5.10$6.92$6.75$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.68$4.56$6.33
2012Summary only. Only limited summary data is available for this year.$4.86$0.78$4.08$5.55$6.08$0.52
2011Summary only. Only limited summary data is available for this year.$4.90$0.40$4.50$5.84$4.97$0.87