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Nonprofit · EIN 62-0582571

JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE

Tax-exempt · NASHVILLE, TN 37204

Financials

$2.2M$2.3M2023$2.7M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,718,224$2,583,575$134,649$4,011,650$1,242,075$2,769,575
June 30, 2024990$2,179,932$2,250,658-$70,726$3,949,715$1,314,789$2,634,926
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,415,007
of which government grants
$590,489
Program service revenue
$231,988
Investment income
$69,909
Other revenue
$1,320

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$345,407
Other salaries and wages
$730,504
Salaries, compensation and benefits (total)
$1,297,299
Professional fundraising fees
$0
Accounting fees
$10,200
Occupancy
$218,854
Travel
$5,864
Depreciation
$235,624
Program services (functional)
$1,964,806
Management and general (functional)
$284,741
Fundraising (functional)
$334,028

Balance sheet and other

Total assets, start of year
$3,949,715
Total assets, end of year
$4,011,650
Total liabilities, end of year
$1,242,075
Net assets, end of year
$2,769,575
Land, buildings and equipment
$860,830
Net assets without donor restrictions
$2,396,496
Net assets with donor restrictions
$373,079
Gross receipts
$2,933,797
Employees
19
Volunteers
3,217
Year formed
1957
State of legal domicile
TN

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 / weekCompensationOther / benefits
TRENT KLINGENSMITHPRESIDENT
Officer
40$178,464$27,805
RACHEL DYERSR. DIR. OP.
Officer
40$113,568$25,570
DARA BACONSR. DIR. DEV
Highest-paid employee
40$113,568$16,424
JIM PARROTTTREASURER/FI
Trustee or director, Officer
1$0$0
COLE HODGESEDUCATION VI
Trustee or director, Officer
1$0$0
JANELLE RAAENEDUCATION CH
Trustee or director, Officer
1$0$0
COREY HAMMONDSBOARD DEV CH
Trustee or director, Officer
1$0$0
DAVID GARFINKLEFINANCE COMM
Trustee or director, Officer
1$0$0
PATRICK BYRDMEMBER
Trustee or director
1$0$0
MINDY BARRYMEMBER
Trustee or director
1$0$0
MERRILL BOHRENMEMBER
Trustee or director
1$0$0
ALISSA FRYMEMBER
Trustee or director
1$0$0
JENNIFER BRANTLEYMEMBER
Trustee or director
1$0$0
LUCY CARTERMEMBER
Trustee or director
1$0$0
HIRAM COXMEMBER
Trustee or director
1$0$0
46 more people on this return
NameTitleHours / weekCompensation
ALEX DAWALDMEMBER
Trustee or director
1$0
MIKE CURBMEMBER
Trustee or director
1$0
LAURA DELEOTMEMBER
Trustee or director
1$0
JOHN DOERGEMEMBER
Trustee or director
1$0
BOBBY EDWARDSMEMBER
Trustee or director
1$0
LESLIE GODFREYMEMBER
Trustee or director
1$0
STEVE GLASGOWMEMBER
Trustee or director
1$0
JASON GIOMPOLETTIMEMBER
Trustee or director
1$0
CANDIAS HAYESMEMBER
Trustee or director
1$0
JOHN HAYESMEMBER
Trustee or director
1$0
DREW HENDRICKSONMEMBER
Trustee or director
1$0
EMILY RIGLINGMEMBER
Trustee or director
1$0
MEREDITH LONGMEMBER
Trustee or director
1$0
LES JACKSONMEMBER
Trustee or director
1$0
TODD RAVINMEMBER
Trustee or director
1$0
IVAN REEVESMEMBER
Trustee or director
1$0
JEROME RICHARDSONMEMBER
Trustee or director
1$0
DECOSTA JENKINS JRMEMBER
Trustee or director
1$0
JEFF SMITHMEMBER
Trustee or director
1$0
NIKKI SMITH-BARTLEYMEMBER
Trustee or director
1$0
PAUL CRAIGSPECIAL PROJ
Trustee or director, Officer
1$0
CHRIS CLAYBROOKSPECIAL PROJ
Trustee or director, Officer
1$0
DAVE BRIGGSFUNDING CHAI
Trustee or director, Officer
1$0
LARRY KLOESSMEMBER
Trustee or director
1$0
KELLY KINGPAST CHAIR
Trustee or director, Officer
1$0
LARRY WHISENANTMEMBER
Trustee or director
1$0
SHANNON SULLIVANMEMBER
Trustee or director
1$0
MEGAN MOODYEVENTS CHAIR
Trustee or director, Officer
1$0
BILL WICKETTEVENTS VICE
Trustee or director, Officer
1$0
JASON GREGORYFUNDING VICE
Trustee or director, Officer
1$0
W DAVID JONESSPECIAL PROJ
Trustee or director, Officer
1$0
DOUG GHERTNERBOARD CHAIR
Trustee or director, Officer
1$0
TRACY OAKLEYMEMBER
Trustee or director
1$0
MOLLY STEVENSMEMBER
Trustee or director
1$0
BEN WAGONFIELDMEMBER
Trustee or director
1$0
MARK CATEGOVT RELATIO
Trustee or director, Officer
1$0
BRIAN WHISNANTMEMBER
Trustee or director
1$0
REGGIE DESTINMEMBER
Trustee or director
1$0
HEIDI SMITHMEMBER
Trustee or director
1$0
DAVID PEMBERTONMEMBER
Trustee or director
1$0
PASQUAL SLAUGHTERMEMBER
Trustee or director
1$0
CAROLINE WILLIAMSMEMBER
Trustee or director
1$0
PAIGE BIGHAMMEMBER
Trustee or director
1$0
SALLEYE SHAPARDMEMBER
Trustee or director
1$0
SHOUVIK DASMEMBER
Trustee or director
1$0
RUSS MORGANMEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 62 people
NameTitleHours / weekCompensationOther / benefits
TRENT KLINGENSMITHPRESIDENT
Officer
40$167,200$23,679
RACHEL DYERSR. DIR. OP.
Officer
40$106,400$21,632
DARA BACONSR. DIR. DEV
Highest-paid employee
40$106,400$9,298
MINDY BARRYMEMBER
Trustee or director
1$0$0
MICHAEL BASHMEMBER
Trustee or director
1$0$0
PAIGE BIGHAMMEMBER
Trustee or director
1$0$0
MERRILL BOHRENMEMBER
Trustee or director
1$0$0
MALCOLM BRAGGMEMBER
Trustee or director
1$0$0
JENNIFER BRANTLEYMEMBER
Trustee or director
1$0$0
DAVE BRIGGSPAST CHAIR
Trustee or director, Officer
1$0$0
LUCY CARTERMEMBER
Trustee or director
1$0$0
MARK CATEGOVERNMENT R
Trustee or director, Officer
1$0$0
RACE CHOLEWINSKIMEMBER
Trustee or director
1$0$0
CHRIS CLAYBROOKPAST CHAIR
Trustee or director, Officer
1$0$0
HIRAM COXMEMBER
Trustee or director
1$0$0
PAUL CRAIGEDUCATION CH
Trustee or director, Officer
1$0$0
MIKE CURBMEMBER
Trustee or director
1$0$0
SHOUVIK DASMEMBER
Trustee or director
1$0$0
ALEX DAWALDMEMBER
Trustee or director
1$0$0
LAURA DELEOTMEMBER
Trustee or director
1$0$0
REGGIE DESTINMEMBER
Trustee or director
1$0$0
JOHN DOERGEMEMBER
Trustee or director
1$0$0
BOBBY EDWARDSMEMBER
Trustee or director
1$0$0
DAVID GARFINKLEPAST TREASUR
Trustee or director, Officer
1$0$0
DOUG GHERTNERINDIVIDUAL G
Trustee or director, Officer
1$0$0
STEVE GLASGOWMEMBER
Trustee or director
1$0$0
LESLIE GODFREYMEMBER
Trustee or director
1$0$0
JEFF GOODWINFUNDING VC
Trustee or director, Officer
1$0$0
CLINT GRAYMEMBER
Trustee or director
1$0$0
JASON GREGORYBOARD DEV VC
Trustee or director, Officer
1$0$0
COREY HAMMONDSBOARD DEV CH
Trustee or director, Officer
1$0$0
CLIFTON HARRISMEMBER
Trustee or director
1$0$0
CANDIAS HAYESMEMBER
Trustee or director
1$0$0
JOHN HAYESMEMBER
Trustee or director
1$0$0
DREW HENDRICKSONMEMBER
Trustee or director
1$0$0
COLE HODGESMEMBER
Trustee or director
1$0$0
GEORGE H ARMISTEAD IIIMEMBER
Trustee or director
1$0$0
W DAVID JONESSPECIAL PROJ
Trustee or director, Officer
1$0$0
KELLY KINGCHAIR
Trustee or director, Officer
1$0$0
MEREDITH LONGMEMBER
Trustee or director
1$0$0
JUSTIN MAIERHOFERMEMBER
Trustee or director
1$0$0
STEVE MASONFUNDING CHAI
Trustee or director, Officer
1$0$0
DAVE MICHAELEVENTS VICE
Trustee or director, Officer
1$0$0
MEGAN MOODYEVENTS CHAIR
Trustee or director, Officer
1$0$0
RUSS MORGANMEMBER
Trustee or director
1$0$0
BRIAN NOCKMEMBER
Trustee or director
1$0$0
JIM PARROTTEDUCATION VI
Trustee or director, Officer
1$0$0
DAVID PEMBERTONMEMBER
Trustee or director
1$0$0
JANELLE RAAENMEMBER
Trustee or director
1$0$0
TODD RAVINMEMBER
Trustee or director
1$0$0
IVAN REEVESMEMBER
Trustee or director
1$0$0
JEROME RICHARDSONMEMBER
Trustee or director
1$0$0
MARVIN SHOTTSMEMBER
Trustee or director
1$0$0
JEFF SMITHMEMBER
Trustee or director
1$0$0
NIKKI SMITH-BARTLEYMEMBER
Trustee or director
1$0$0
SHANNON SULLIVANMEMBER
Trustee or director
1$0$0
JOHN WESTTREASURER
Trustee or director, Officer
1$0$0
LARRY WHISENANTMEMBER
Trustee or director
1$0$0
BILL WICKETTMEMBER
Trustee or director
1$0$0
CAROLINE WILLIAMSMEMBER
Trustee or director
1$0$0
LORI WILLIAMSMEMBER
Trustee or director
1$0$0
CLAUDIA ZUAZUAMEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
120 POWELL PL, NASHVILLE, TN 37204-3602
Principal officer (990 for 2024)
TRENT KLINGENSMITH
Signed the 990
TRENT KLINGENSMITH, PRESIDENT
Phone
(615) 383-9500
Return prepared by
EDMONDSON BETZLER & DAME PLLC

Mission

JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE IS PART OF THE WORLD'S LARGEST ORGANIZATION DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE, AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. OUR FINANCIAL LITERACY, WORK READINESS AND ENTREPRENEURSHIP PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASES THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. FOUNDED IN MIDDLE TENNESSEE IN 1957, JUNIOR ACHIEVEMENT NOW OPERATES IN 16 COUNTIES IN THE REGION AND IS PRESENT IN OVER 200 SCHOOLS. THROUGH VOLUNTEER-DRIVEN PROGRAMS, OUR MENTORS ALSO MOTIVATE THE STUDENTS TO BELIEVE "I CAN- AND REALIZE THEIR FULL POTENTIAL.

990 for the year ended June 30, 2025

Program accomplishments

  • ECONOMIC EDUCATION PROGRAMS BENEFITTING STUDENTS IN MIDDLE TENNESSEE. THESE CLASSROOM-BASED PROGRAMS FOR KINDERGARTEN THROUGH 12TH GRADE COVER A RANGE OF TOPICS RELATED TO THE FOUNDATIONS OF A LOCAL/GLOBAL ECONOMY, FINANCIAL LITERACY, PERSONAL RESPONSIBILITY AS A COMMUNITY MEMBER, ENTREPRENEURSHIP, AND OVERALL CAREER PREPARATION/READINESS. THESE HIGHLY INTERACTIVE PROGRAMS ARE DELIVERED BY BUSINESS AND COMMUNITY VOLUNTEERS WHO EXPOSE STUDENTS TO A 'REAL-WORLD' PERSPECTIVE AND SERVE AS POSITIVE ROLE MODELS AND MENTORS TO STUDENTS.
    Expenses $414,270
  • JA BIZTOWN IS AN UNMATCHED LEARNING EXPERIENCE WHERE 4TH-6TH GRADE STUDENTS TAKE ON THE ROLE OF EMPLOYEE, TAX PAYER AND CONSUMER IN A SIMULATED CITY. THE VISIT TO THE JA BIZTOWN FACILITY IS THE CAPSTONE TO THE IN-CLASSROOM LEARNING. THE HANDS-ON EXPERIENTIAL PROGRAM GIVES STUDENTS A GLIMPSE INTO LIFE AS A MEMBER OF THE COMMUNITY AND HOW EACH INDIVIDUAL CAN CONTRIBUTE TO THEIR COMMUNITY'S OVERALL SUCCESS. JA BIZTOWN OPERATES THROUGHOUT THE SCHOOL YEAR AND ADDITIONALLY PARTNERS WITH SUMMER PROGRAMS.
    Expenses $789,708
  • JA FINANCE PARK IS A PROGRAM DEVELOPED TO EDUCATE AND INSPIRE FINANCIAL INDEPENDENCE AND CAREER EXPLORATION. THIS PROGRAM GIVES MIDDLE AND HIGH SCHOOL STUDENTS THE SKILLS THEY NEED TO SUCCEED IN THE CAREERS OF TOMORROW. STUDENTS GAIN AN UNDERSTANDING OF THE RELATIONSHIP BETWEEN FINANCIAL DECISIONS AND THE ABILITY TO SUSTAIN A DESIRED LIFESTYLE. AFTER IN- CLASSROOM INSTRUCTION, STUDENTS PARTICIPATE IN A DAY-LONG HANDS-ON BUDGETING SIMULATION.
    Expenses $760,828

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
62-0582571
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)
$4,011,650
Income (IRS master file)
$2,933,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,718,224$2,583,575$4,011,650XML
990June 2024$2,179,932$2,250,658$3,949,715XML
990June 2023$1,641,881$2,009,469$4,187,191IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––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 62-0582571).

Questions about JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE

What is the EIN of JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE?
The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE is 62-0582571.
Is JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Which annual return does JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE 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 MIDDLE TENNESSEE 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 MIDDLE TENNESSEE 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 MIDDLE TENNESSEE?
The 990 for the year ended June 30, 2025 names TRENT KLINGENSMITH.
Who are the officers and directors of JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE?
The 990 for the year ended June 30, 2025 lists 61 people; 3 received compensation from the organization, the highest $178,464 (TRENT KLINGENSMITH, PRESIDENT).
How much revenue does JUNIOR ACHIEVEMENT OF MIDDLE TENNESSEE have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,718,224, expenses of $2,583,575 and total assets of $4,011,650 at year end.

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