JUNIOR ACHIEVEMENT OF OKI PARTNERS

EIN: 320014307 501(c)(3) International Affairs

CINCINNATI, OH

Total Revenue
$1,550,616
Total Expenses
$1,634,165
Total Assets
$1,360,076
Net Assets
$980,269
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
OH
Principal Officer
JEFF TAYLOR
Phone
5133467100
Tax Period
2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF OKI PARTNERS, founded in 2002, is a community nonprofit in the International Affairs sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,529,961
Program Service Revenue $0
Investment Income $49,687
Other Revenue $-29,032
TOTAL REVENUE $1,550,616

Expense Breakdown

Grants Paid $1,000
Salaries & Benefits $1,045,155
Fundraising Expenses $115,465
Program Expenses $1,389,204
Other Expenses $588,010
TOTAL EXPENSES $1,634,165

Year-over-Year Comparison

2024 2023 Change
Revenue $1,550,616 $1,522,709 +0.0%
Expenses $1,634,165 $1,429,944 +0.1%
Net Income $-83,549 $92,765 -1.9%
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

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Governance

Voting Members
39
Independent Members
38
Employees
16
Volunteers
500

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
7
$255,557
Total Directors
39
$182,609
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATTY BASTI DIRECTOR 1.00
Director
$0 $0 $0
WILL BRANDT DIRECTOR 1.00
Director
$0 $0 $0
ROB BULT DIRECTOR 1.00
Director
$0 $0 $0
BRIAN CAMPBELL DIRECTOR 1.00
Director
$0 $0 $0
MARILYN COLEMAN DIRECTOR 1.00
Director
$0 $0 $0
MATT CROSSIN DIRECTOR 1.00
Director
$0 $0 $0
JOE D'AGOSTINO DIRECTOR 1.00
Director
$0 $0 $0
BRENT DAPPER DIRECTOR 1.00
Director
$0 $0 $0
TOM DASKALAKIS DIRECTOR 1.00
Director
$0 $0 $0
BRIEN DICKSON DIRECTOR 1.00
Director
$0 $0 $0
KRISTI ECKERT SCHMITT DIRECTOR 1.00
Director
$0 $0 $0
STEVE EDER DIRECTOR 1.00
Director
$0 $0 $0
JOE FAIRLESS DIRECTOR 1.00
Director
$0 $0 $0
DAN GERKE DIRECTOR 1.00
Director
$0 $0 $0
JIM HELDMAN DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW JESSUP DIRECTOR 1.00
Director
$0 $0 $0
TOMMY LOVEBERRY DIRECTOR 1.00
Director
$0 $0 $0
PHIL MANNING DIRECTOR 1.00
Director
$0 $0 $0
DIDIER MEYER DIRECTOR 1.00
Director
$0 $0 $0
DELISHA MURRAY DIRECTOR 1.00
Director
$0 $0 $0
BRIAN RIGBY DIRECTOR 1.00
Director
$0 $0 $0
PETE RODISH DIRECTOR 1.00
Director
$0 $0 $0
ANGIE ROSE DIRECTOR 1.00
Director
$0 $0 $0
OSCAR RYLAND DIRECTOR 1.00
Director
$0 $0 $0
BIJAL SHAH DIRECTOR 1.00
Director
$0 $0 $0
TOM STANEK DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW THOMAS DIRECTOR 1.00
Director
$0 $0 $0
CRAIG TOWNS DIRECTOR 1.00
Director
$0 $0 $0
ADAM WESSEL DIRECTOR 1.00
Director
$0 $0 $0
NINA WILEY DIRECTOR 1.00
Director
$0 $0 $0
BRIAN WILSON DIRECTOR 1.00
Director
$0 $0 $0
RICK WIRTHLIN DIRECTOR 1.00
Director
$0 $0 $0
GREG YOUNG DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER FITZPATRICK CHAIR 1.00
Officer Director
$0 $0 $0
ROBERT GUIDO IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
LYTLE THOMAS SECRETARY 1.00
Officer Director
$0 $0 $0
JEFFREY KUJAWA TREASURER 1.00
Officer Director
$0 $0 $0
STEVE HAUSSLER ASSISTANT TREASURER 1.00
Officer Director
$0 $0 $0
JEFF TAYLOR PRESIDENT & CEO 40.00
Officer Director
$168,600 $14,009 $182,609
JOHN GARTER CONTROLLER 32.00
Officer
$67,656 $5,292 $72,948
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 $1,550,616 $1,634,165 $1,360,076 $-83,549
2024 $1,522,709 $1,429,944 $1,570,963 $92,765
2023 $1,306,928 $1,168,360 $1,146,895 $138,568
2022 $1,438,237 $1,016,253 $1,109,142 $421,984
2021 $1,082,873 $977,957 $943,262 $104,916
2020 $670,526 $1,142,370 $733,359 $-471,844
2019 $1,269,424 $1,165,298 $896,945 $104,126
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