JUNIOR ACHIEVEMENT OF OKI PARTNERS

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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

2002

Legal Domicile

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

JUNIOR ACHIEVEMENT WILL ENSURE THAT EVERY CHILD IN THE REGION HAS A FUNDAMENTAL UNDERSTANDING OF THE FREE-ENTERPRISE SYSTEM. JUNIOR ACHIEVEMENT (JA) HELPS KIDS UNDERSTAND THE CONNECTION BETWEEN PERSONAL RESPONSIBILITY, HARD WORK, PERSERVERANCE, AND SUCCESS IN WORK AND IN LIFE.

Program Service Accomplishments

Program 1

Expenses: $1,389,204

JUNIOR ACHIEVEMENT PROVIDES PROGRAMS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY, TEACHING BUSINESS SKILLS, WORKFORCE READINESS, AND LIFE SKILLS TO IMPROVE THE QUALITY OF THEIR...

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$255,557

Total Directors

$182,609

Key Employees

Highest Compensated

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