UPPER ADAMS JAYCEES

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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

1963

Legal Domicile

Principal Officer

BARBARA ALTHOFF

Phone

7176777820

Tax Period

2024-01-01 to 2024-12-31

UPPER ADAMS JAYCEES, founded in 1963, is a small nonprofit that reported $668K in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $370K, a strong 55% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS CIVIC SERVICE THROUGH THE ORGANIZED EFFORTS OF THE YOUNG PEOPLE OF THE UPPER ADAMS COUNTY COMMUNITY TO PROMOTE THE WELFARE OF THE COMMUNITY AND ITS CITIZENS THROUGH ACTIVE, CONSTRUCTIVE PROJECTS. IT IS THE FURTHER PURPOSE OF THE ORGANIZATION TO PROVIDE THE YOUNG PEOPLE CONSTITUTING ITS MEMBERSHIP WITH TRAINING IN LEADERSHIP AND CIVIC CONSCIOUSNESS TO BETTER THEIR USEFULNESS AS CITIZENS. THE ORGANIZATION IS NON-PARTISAN AFFECTING THE COMMUNITY WELFARE.

Program Service Accomplishments

Program 1

Expenses: $143,659

OAKSIDE COMMUNITY PARK - EXPENSES ASSOCIATED WITH MAINTENANCE AND OPERATION OF THE COMMUNITY PARK.

Program 2

Expenses: $62,776

EXTERNAL AFFAIRS - EXPENSES ASSOCIATED WITH EVENTS FOR THE COMMUNITY INCLUDING SENIOR CITIZENS DANCES, HOLIDAY PROJECTS, SCHOLARSHIPS, AND DONATIONS TO LOCAL ORGANIZATIONS AND INTERNAL AFFAIRS -...

EXTERNAL AFFAIRS - EXPENSES ASSOCIATED WITH EVENTS FOR THE COMMUNITY INCLUDING SENIOR CITIZENS DANCES, HOLIDAY PROJECTS, SCHOLARSHIPS, AND DONATIONS TO LOCAL ORGANIZATIONS AND INTERNAL AFFAIRS - EXPENSES ASSOCIATED WITH EVENTS AND PROGRAMS FOR THE ORGANIZATION'S MEMBERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $14,364

Program Service Revenue $0

Investment Income $53,771

Other Revenue $599,492

TOTAL REVENUE $667,627

Expense Breakdown

Grants Paid $18,191

Salaries & Benefits $85,759

Fundraising Expenses $0

Program Expenses $206,435

Other Expenses $193,750

TOTAL EXPENSES $297,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$667,627	$353,936	+0.9%
Expenses	$297,700	$291,762	+0.0%
Net Income	$369,927	$62,174	+4.9%

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

230

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

$909

Total Directors

$1,419

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY ZIRK	UAJ-PRES, NA	2.00	Officer Director	$0	$0	$0
HOLLY WILKINSON	UAJ-CHAIR/OC	2.00	Officer Director	$0	$0	$0
BRIYELL BRETZMAN-SCHRIVER	UAJ-VP,OCP/N	2.00	Officer Director	$0	$909	$909
ASHLY WILKINSON	UAJ-VPRES	2.00	Officer Director	$0	$0	$0
ASHTON LEONARD	UAJ-V PRES,	2.00	Officer Director	$0	$0	$0
NICK ZEPP	UAJ-SEC, NAH	2.00	Officer Director	$0	$0	$0
COURTNEY MOBLEY	UAJ-TREASURE	2.00	Officer Director	$0	$0	$0
ADAM LITTLE	UAJ/OCP-DIR,	1.00	Director	$0	$255	$255
MATTIE WETZEL	UAJ-DIRECTOR	1.00	Director	$0	$0	$0
CELINE WILKINSON	UAJ-DIRECTOR	1.00	Director	$0	$0	$0
SUE GORMAN	OCP-CHAIR	2.00	Officer Director	$0	$0	$0
PAT JUNKINS	OCP-VICE CHA	2.00	Officer Director	$0	$0	$0
TINA WILKINSON	OCP-TREASURE	2.00	Officer Director	$0	$0	$0
JUSTIN JUNKINS	OCP/NAHF-DIR	1.00	Director	$0	$0	$0
LEE WILKINSON	OCP-DIRECTOR	1.00	Director	$0	$0	$0
VICK BUTLER	OCP-DIRECTOR	1.00	Director	$0	$0	$0
ED WILKINSON	OCP-DIRECTOR	1.00	Director	$0	$0	$0
HEATHER ZYCHAL	OCP-DIRECTOR	1.00	Director	$0	$0	$0
KATHY FISSEL	OCP-DIRECTOR	1.00	Director	$0	$0	$0
BOB JUNKINS	OCP-DIRECTOR	1.00	Director	$0	$0	$0
MARK ZYCHAL	OCP-DIRECTOR	1.00	Director	$0	$0	$0
BARBARA ALTHOFF	FINANCIAL AD	2.00	Officer Director	$0	$0	$0
HOLLY JONES	NAHF-CO CHAI	2.00	Officer Director	$0	$0	$0
BARB HOWELL	NAHF-SECRETA	2.00	Officer Director	$0	$0	$0
DODIE BROWN	NAHF-ALT SEC	2.00	Officer Director	$0	$0	$0
LISA BUTLER	NAHF-TREASUR	2.00	Officer Director	$0	$0	$0
BRANDEE LITTLE	NAHF - CHAIR	2.00	Director	$0	$255	$255
JAMES ANDERS	NAHF - CO CH	2.00	Officer Director	$0	$0	$0
MELISSA ANDERS	NAHF - CO CH	2.00	Officer Director	$0	$0	$0
NICOLE ZEPP	NAHF - CO CH	2.00	Officer Director	$0	$0	$0
NANCY GILBERT	NAHF-DIRECTO	1.00	Director	$0	$0	$0
TERRI ZASTOVNIK	NAHF-DIRECTO	1.00	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
2024	$667,627	$297,700	$3,149,629	$369,927
2023	$353,936	$291,762	$2,748,739	$62,174
2022	$349,496	$286,027	$2,630,923	$63,469
2021	$697,766	$183,589	$2,721,732	$514,177
2020	$24,054	$221,260	$2,218,139	$-197,206
2019	$488,975	$260,009	$2,416,145	$228,966
2018	$454,062	$335,973	$2,228,932	$118,089