JUNIOR ACHIEVEMENT NORTH (EIN 411424988) - 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

1949

Legal Domicile

Principal Officer

ROB GOGGINS

Phone

6512550055

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT NORTH, founded in 1949, is a community nonprofit in the International Affairs sector that reported $7.8M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $8.9M exceeded revenue, resulting in a 15% operating deficit.

Mission

JUNIOR ACHIEVEMENT NORTH PREPARES YOUNG PEOPLE WITH THE SKILLSET AND MINDSET TO BUILD THRIVING COMMUNITIES. THROUGH FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURIAL PROGRAMMING, WE PLAY A CRITICAL ROLE IN ADDRESSING THE SKILLS, WEALTH, AND OPPORTUNITY GAPS OUR COMMUNITIES FACE.JUNIOR ACHIEVEMENT NORTH OFFERS PROGRAMMING TO K-12 STUDENTS ACROSS ITS REGION, WHICH HELPS STUDENTS BUILD FINANCIAL STABILITY, CONNECTS THEM TO REAL-LIFE SKILLS AND CAREERS, IGNITES YOUTH ENTREPRENEURSHIP, AND CULTIVATES ENGAGED COMMUNITY LEADERS. JUNIOR ACHIEVEMENT EMPOWERS STUDENTS TO MAKE CONNECTIONS BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS APPROACH ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND DEMONSTRATES THE POWER OF EDUCATION IN FUTURE ENDEAVORS.

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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 $7,004,774

Program Service Revenue $244,258

Investment Income $589,686

Other Revenue $-72,625

TOTAL REVENUE $7,766,093

Expense Breakdown

Grants Paid $755,450

Salaries & Benefits $4,763,358

Fundraising Expenses $1,526,279

Program Expenses $6,731,835

Other Expenses $3,396,169

TOTAL EXPENSES $8,914,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,766,093	$9,394,919	-0.2%
Expenses	$8,914,977	$7,643,198	+0.2%
Net Income	$-1,148,884	$1,751,721	-1.7%

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

7205

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

$770,445

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB GOGGINS	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
JENNY GULDSETH	VICE CHAIR	4.00	Officer Director	$0	$0	$0
PHIL KRUMP	TREASURER	4.00	Officer Director	$0	$0	$0
HEATHER TESKEY	SECRETARY	4.00	Officer Director	$0	$0	$0
ROTOLU ADEBIYI	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK PAZDERKA	DIRECTOR	2.00	Director	$0	$0	$0
KASEY BEELER	DIRECTOR	2.00	Director	$0	$0	$0
ERIC BLACK	DIRECTOR	2.00	Director	$0	$0	$0
AMY BRACHIO	DIRECTOR	2.00	Director	$0	$0	$0
DON BROWN	DIRECTOR	2.00	Director	$0	$0	$0
JABARI BUSH	DIRECTOR	2.00	Director	$0	$0	$0
BEN BUSHMAN	DIRECTOR	2.00	Director	$0	$0	$0
JARRETT CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
HEIDI R CHRISTOPHERSON	DIRECTOR	2.00	Director	$0	$0	$0
DR ROSE WAN-MUI CHU	DIRECTOR	2.00	Director	$0	$0	$0
RYAN CULHANE	DIRECTOR	2.00	Director	$0	$0	$0
JEFF DAVIDMAN	DIRECTOR	2.00	Director	$0	$0	$0
SHELISA DEMUTH	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN DILORENZO	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK DOOLING	DIRECTOR	2.00	Director	$0	$0	$0
AARON EGGERT	DIRECTOR	2.00	Director	$0	$0	$0
LAURA ESPESETH	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW FREND	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN FRIEND	DIRECTOR	2.00	Director	$0	$0	$0
SARAH GENGENBACH	DIRECTOR	2.00	Director	$0	$0	$0
ALEX GOODWIN	DIRECTOR	2.00	Director	$0	$0	$0
TOM HOLMAN	DIRECTOR	2.00	Director	$0	$0	$0
JANET JOHANSON	DIRECTOR	2.00	Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
SHANE JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
SAIDA LESOV	DIRECTOR	2.00	Director	$0	$0	$0
CASSIE LUNDY	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA MCCULLOUGH	DIRECTOR	2.00	Director	$0	$0	$0
KELLY MCNAMARA	DIRECTOR	2.00	Director	$0	$0	$0
PHIL MILLER	DIRECTOR	2.00	Director	$0	$0	$0
ANNE MOOTZ	DIRECTOR	2.00	Director	$0	$0	$0
SARAH MUMM	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MURATORE	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE NOEL	DIRECTOR	2.00	Director	$0	$0	$0
BILL O'KEEFE	DIRECTOR	2.00	Director	$0	$0	$0
KETHAN PRADHAN	DIRECTOR	2.00	Director	$0	$0	$0
LEELA RAO	DIRECTOR	2.00	Director	$0	$0	$0
JOE RAVENS	DIRECTOR	2.00	Director	$0	$0	$0
DOUG REIER	DIRECTOR	2.00	Director	$0	$0	$0
KATHY ROBIDEAU	DIRECTOR	2.00	Director	$0	$0	$0
JESSE ROSS	DIRECTOR	2.00	Director	$0	$0	$0
TANMAY SINHA	DIRECTOR	2.00	Director	$0	$0	$0
ANTONIO TOFT	DIRECTOR	2.00	Director	$0	$0	$0
JACKIE TURNER	DIRECTOR	2.00	Director	$0	$0	$0
ALEXIS WALSKO	DIRECTOR	2.00	Director	$0	$0	$0
NATHAN WEAVER	DIRECTOR	2.00	Director	$0	$0	$0
TODD WEHNER	DIRECTOR	2.00	Director	$0	$0	$0
KREG WEIGAND	DIRECTOR	2.00	Director	$0	$0	$0
TOM WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE WOELL	DIRECTOR	2.00	Director	$0	$0	$0
JAIMEE WOLCOTT	DIRECTOR	2.00	Director	$0	$0	$0
XIAO ZHANG	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA ZURICK	DIRECTOR	2.00	Director	$0	$0	$0
RONALD P HAFNER	DIRECTOR EMERITUS	2.00	Director	$0	$0	$0
MICHAEL DUFFY	DIRECTOR EMERITUS	2.00	Director	$0	$0	$0
JAN KRUCHOWSKI	DIRECTOR EMERITUS	2.00	Director	$0	$0	$0
BRIAN PETERSON	DIRECTOR EMERITUS	2.00	Director	$0	$0	$0
MICHAEL ROOS	DIRECTOR EMERITUS	2.00	Director	$0	$0	$0
SARA DZIUK	CEO & PRESIDENT	39.00	Officer	$442,700	$27,907	$470,607
JOLENE HART	CHIEF FINANCIAL OFFICER	39.00	Officer	$226,843	$7,645	$234,488
GEOFF WILSON	CHIEF OPERATING OFFICER	40.00	Officer	$65,184	$166	$65,350
JENNIFER KMECIK	VP OF PROGRAMS	40.00	Highest	$158,167	$5,325	$163,492
SARAH TRENDA MARTIN	VP OF DEVELOPMENT	40.00	Highest	$146,390	$15,112	$161,502
KUMAR BALASUBRAHMANYAN	VP OF INNOVATION	40.00	Highest	$149,881	$8,844	$158,725
MARYSE BIRR	VP OF PARTNERSHIPS	40.00	Highest	$121,250	$10,428	$131,678

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	$7,766,093	$8,914,977	$28,089,080	$-1,148,884
2024	$9,394,919	$7,643,198	$29,715,850	$1,751,721
2023	$16,117,931	$8,171,082	$27,350,396	$7,946,849
2022	$5,393,334	$5,234,792	$19,332,308	$158,542
2021	$4,829,717	$4,228,833	$20,216,164	$600,884
2020	$4,058,607	$6,266,602	$19,340,972	$-2,207,995
2019	$5,894,377	$5,694,402	$21,496,009	$199,975
2018	$11,331,277	$16,086,643	$24,490,819	$-4,755,366

JUNIOR ACHIEVEMENT NORTH