JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK INC (EIN 160956147) - 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

1968

Legal Domicile

Principal Officer

PATRICIA LEVA

Phone

5853277400

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK INC, founded in 1968, is a community nonprofit in the International Affairs sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $429K, a strong 28% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PREPARE AND INSPIRE YOUTH TO SUCCEED IN A GLOBAL ECONOMY THROUGH PROGRAM EXPERIENCES THAT FOCUS ON FINANCIAL LITERACY, CAREER AWARENESS AND WORKFORCE READINESS, AND ENTREPRENEURIAL THINKING. THIS YEAR THE ORGANIZATION REACHED APPROXIMATELY 10,000 K-12 STUDENTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,609,411

Program Service Revenue $0

Investment Income $13,012

Other Revenue $-114,274

TOTAL REVENUE $1,508,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $581,662

Fundraising Expenses $147,021

Program Expenses $878,396

Other Expenses $497,908

TOTAL EXPENSES $1,079,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,508,149	$2,110,320	-0.3%
Expenses	$1,079,570	$789,827	+0.4%
Net Income	$428,579	$1,320,493	-0.7%

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

Volunteers

N/A

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

$101,970

Total Directors

$101,970

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA LEVA	PRESIDENT/CEO	40.00	Officer Director	$101,970	$0	$101,970
KENNETH METZ	BOARD MEMBER	2.50	Director	$0	$0	$0
MICHAEL DRAVES	TREASURER	2.50	Officer Director	$0	$0	$0
MATT WAGSTAFF	BOARD MEMBER	2.50	Director	$0	$0	$0
THEODORE HEINRICH	BOARD MEMBER	2.50	Director	$0	$0	$0
ANDREW BRADY	BOARD MEMBER	2.50	Director	$0	$0	$0
KATHLEEN CARROLL	BOARD MEMBER	2.50	Director	$0	$0	$0
DON CORTINA	BOARD MEMBER	2.50	Director	$0	$0	$0
JEFFREY DONLON	CHAIR	2.50	Officer Director	$0	$0	$0
MARK KAZMIERSKI	BOARD MEMBER	2.50	Director	$0	$0	$0
JOHN MARIANETTI	BOARD MEMBER	2.50	Director	$0	$0	$0
TAMMY GAMBLE	BOARD MEMBER	2.50	Director	$0	$0	$0
DEBBIE GENTILE	BOARD MEMBER	2.50	Director	$0	$0	$0
BRYAN KENNY	BOARD MEMBER	2.50	Director	$0	$0	$0
JACKIE KLOS	CHAIR	2.50	Officer Director	$0	$0	$0
NATHAN PECK	BOARD MEMBER	2.50	Director	$0	$0	$0
PAUL BATTAGLIA JR	BOARD MEMBER	2.50	Director	$0	$0	$0
ED VAQUERO	BOARD MEMBER	2.50	Director	$0	$0	$0
MICHAEL O'SULLIVAN	BOARD MEMBER	2.50	Director	$0	$0	$0
RANDALL PHILLIPS	BOARD MEMBER	2.50	Director	$0	$0	$0
ROBERT SCHRADER	BOARD MEMBER	2.50	Director	$0	$0	$0
JENNIFER SHEPKER	BOARD MEMBER	2.50	Director	$0	$0	$0
KRISTIN SHORT	BOARD MEMBER	2.50	Director	$0	$0	$0
MARK WYAND	BOARD MEMBER	2.50	Director	$0	$0	$0
CHHAYA EN	BOARD MEMBER	2.50	Director	$0	$0	$0
KERSTIN WHEELER	BOARD MEMBER	2.50	Director	$0	$0	$0
ROBIN COLE JR	BOARD MEMBER	2.50	Director	$0	$0	$0
KATE POLOZIE	BOARD MEMBER	2.50	Director	$0	$0	$0
CHRISTOPHER SIMMONS	BOARD MEMBER	2.50	Director	$0	$0	$0
BRIAN SABEDRA	BOARD MEMBER	2.50	Director	$0	$0	$0

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	$1,508,149	$1,079,570	$6,318,464	$428,579
2023	$2,110,320	$789,827	$5,369,688	$1,320,493
2022	$1,217,242	$599,291	$1,663,286	$617,951
2021	$509,938	$515,545	$1,312,509	$-5,607
2020	$738,113	$611,231	$1,120,954	$126,882
2019	$712,325	$657,309	$913,877	$55,016

JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK INC