JUNIOR ACHIEVEMENT OF RHODE ISLAND INC (EIN 050263443) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

LEE LEWIS

Phone

4013313850

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT OF RHODE ISLAND INC, founded in 1949, is a community nonprofit in the International Affairs sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS ON BUSINESS ECONOMICS TO STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL THROUGH DIRECT CONTACT WITH THE BUSINESS COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,028,375

Program Service Revenue $0

Investment Income $7,311

Other Revenue $-27,875

TOTAL REVENUE $1,007,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $597,919

Fundraising Expenses $39,080

Program Expenses $909,343

Other Expenses $414,862

TOTAL EXPENSES $1,012,781

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,007,811	$917,910	+0.1%
Expenses	$1,012,781	$830,816	+0.2%
Net Income	$-4,970	$87,094	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

484

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

$130,003

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEE ACCETTA	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
RHONDA ARENAULT	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
PAUL CAMPELLONE	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
SHERRI CARRERA	SECRETARY	1.00	Officer Director	$0	$0	$0
COL HUGH T CLEMENTS JR	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
ADAM COMPTON	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
LORI CORSI	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
CAROLYN CRAWFORD	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
ALFONSO CUMPLIDO	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
TAMMY GOBEL	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
CHRISTOPHER GRAHAM	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
DAVID S HIRSCH	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
STEVEN HUGHES	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
STEVEN H KITCHIN	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
SCOTT LAJOIE	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
TIMOTHY LODGE	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JAMISON MILLER	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
FRANK DIBIASE III	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
DOUGLAS RADEMACHER	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JANET RAYMOND	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
RICHARD V SIMONE III	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
KEVIN P TRACY	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
ERIC TURNER	TREASURER	1.00	Officer Director	$0	$0	$0
CASEY RILEY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ROBERT N DESLAURIERS JR	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
PATRICIA J SHANLEY	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
GREGORY POST	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
KERRI BELIVEAU	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MARIE BERNARDO-SOUSA	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
SCOTT DINGUS	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
CARRIE MORSE	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
DR KRITI BHAGAT	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
ROBERT BAUTE JR	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MATTHEW CUBELLIS	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
DR JADA DIETSCH	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
BRIAN HOWARD	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MEGAN JOHNSON	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JASON KULAK	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JILL MONAGHAN	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
ANDREW OMER	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
COL OSCAR PEREZ	BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
LEE LEWIS	PRESIDENT	40.00	Officer	$120,106	$9,897	$130,003

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	No data	No data	No data	No data
2024	$1,007,811	$1,012,781	$756,919	$-4,970
2023	$917,910	$830,816	$712,951	$87,094
2022	$583,327	$582,190	$582,633	$1,137
2021	$530,494	$511,560	$779,767	$18,934
2020	$535,998	$719,840	$546,374	$-183,842
2019	$793,408	$624,269	$635,336	$169,139

JUNIOR ACHIEVEMENT OF RHODE ISLAND INC