JUNIOR ACHIEVEMENT OF THE TRIAD INC

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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

1965

Legal Domicile

Principal Officer

GRACE THOMPSON

Phone

3362994339

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT OF THE TRIAD INC, founded in 1965, is a small nonprofit in the International Affairs sector that reported $568K in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. Net assets of $1.4M represent 29 months of operating reserves.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $413,506

SCHOOL PROGRAMS - PROGRAMS ARE DESIGNED TO EMPOWER STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE TO OWN THEIR ECONOMIC SUCCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL...

SCHOOL PROGRAMS - PROGRAMS ARE DESIGNED TO EMPOWER STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE TO OWN THEIR ECONOMIC SUCCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL COMMUNITY, USING PROFESSIONALLY DESIGNED AND RIGOROUSLY EVALUATED CURRICULUM MATERIALS. THE PROGRAMS FULLY CORRELATE WITH STATE EDUCATIONAL CONTENT STANDARDS AND FOCUS ON THE KEY CONTENT AREAS OF FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP.

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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 $569,816

Program Service Revenue $0

Investment Income $24,131

Other Revenue $-26,017

TOTAL REVENUE $567,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $369,851

Fundraising Expenses $78,043

Program Expenses $413,506

Other Expenses $212,993

TOTAL EXPENSES $582,844

Year-over-Year Comparison

	2023	2022	Change
Revenue	$567,930	$979,836	-0.4%
Expenses	$582,844	$831,432	-0.3%
Net Income	$-14,914	$148,404	-1.1%

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

552

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

$113,225

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH BELL	DIRECTOR	1.00	Director	$0	$0	$0
ANDY BUNN	CHAIR	1.00	Officer Director	$0	$0	$0
DAWN CHANEY	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELYN CLARK JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ALESIA HILTON	DIRECTOR	1.00	Director	$0	$0	$0
CYNDI HOLT	TREASURER	1.00	Officer Director	$0	$0	$0
DR IRISH SPENCER	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH SPRADLING	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO SIORDIA	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE JAMISON	DIRECTOR	1.00	Director	$0	$0	$0
DAN HORNFECK	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MURRAY	DIRECTOR	1.00	Director	$0	$0	$0
ALEX MOY	DIRECTOR	1.00	Director	$0	$0	$0
DR CHARLES PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN PERMAR	DIRECTOR	1.00	Director	$0	$0	$0
TANDRA REDD	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE SWETOHA	PAST CHAIR	2.00	Director	$0	$0	$0
MARK WITTE	DIRECTOR	1.00	Director	$0	$0	$0
DONALD WYATT	DIRECTOR	1.00	Director	$0	$0	$0
GRACE THOMPSON	PRESIDENT/CEO	40.00	Officer	$105,415	$7,810	$113,225

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	$567,930	$582,844	$1,422,370	$-14,914
2023	$979,836	$831,432	$1,406,728	$148,404
2022	$793,364	$798,957	$1,289,840	$-5,593
2021	$1,209,614	$722,784	$1,312,209	$486,830
2020	$548,170	$763,312	$918,020	$-215,142
2019	$684,607	$643,046	$1,060,859	$41,561