JUNIOR ACHIEVEMENT OF EASTERN NORTH CAROLINA INC (EIN 561107715) - 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

1975

Legal Domicile

Principal Officer

TIM LAVALLEE

Phone

9198212100

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT OF EASTERN NORTH CAROLINA INC, founded in 1975, is a small nonprofit in the International Affairs sector that reported $318K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $350K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO INSPIRE AND PREPARE YOUTH TO SUCCEED IN A GLOBAL ECONOMY USING HANDS-ON EXPERIENCES TO HELP STUDENTS UNDERSTAND THE ECONOMICS OF LIFE. JUNIOR ACHIEVEMENT PROGRAMS TEACH FINANCIAL LITERACY, WORKFORCE 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 $306,502

Program Service Revenue $0

Investment Income $96

Other Revenue $11,748

TOTAL REVENUE $318,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,557

Fundraising Expenses $58,883

Program Expenses $249,320

Other Expenses $127,780

TOTAL EXPENSES $350,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,346	$289,125	+0.1%
Expenses	$350,475	$336,009	+0.0%
Net Income	$-32,129	$-46,884	-0.3%

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

252

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

$56,057

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER R BELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEVE CROUSE	TREASURER	1.00	Officer Director	$0	$0	$0
KATHERINE BOSKEN	DIRECTOR	1.00	Director	$0	$0	$0
HARNINDER BASSI	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RABIN	DIRECTOR	1.00	Director	$0	$0	$0
CLAYTON DORN	VICE-CHAIR DEVELOPMENT	1.00	Officer Director	$0	$0	$0
MARGARET FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BYERS	DIRECTOR	1.00	Director	$0	$0	$0
RYAN COTTERMAN	DIRECTOR	1.00	Director	$0	$0	$0
MONICA CUTNO	DIRECTOR	1.00	Director	$0	$0	$0
BLAIR DAVES	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DEPOLT	DIRECTOR	1.00	Director	$0	$0	$0
JON DEWAR	DIRECTOR	1.00	Director	$0	$0	$0
RALPH DILEONE	DIRECTOR	1.00	Director	$0	$0	$0
SHARON GIDDES	DIRECTOR	1.00	Director	$0	$0	$0
ZANA TATE	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN MAYE LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON MCFADDEN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN MCLAURIN	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE REGINELLI	DIRECTOR	1.00	Director	$0	$0	$0
AMY SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
JULIE CARY	DIRECTOR	1.00	Director	$0	$0	$0
CAMDEN WEBB	DIRECTOR	1.00	Director	$0	$0	$0
CAROL HOLLAND	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY BAUM	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON FERGUSON	DIRECTOR	1.00	Director	$0	$0	$0
BASHANTE ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA WUN	DIRECTOR	1.00	Director	$0	$0	$0
FELICIA WOODARD	DIRECTOR	1.00	Director	$0	$0	$0
BECKY WILLIAMS	VICE-CHAIR STRATEGY	1.00	Officer Director	$0	$0	$0
RICK COPELAND	DIRECTOR	1.00	Director	$0	$0	$0
LOUIS PRATT	VICE-CHAIR PROGRAMS	1.00	Officer Director	$0	$0	$0
JO ANNE HONEYCUTT	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER GARDNER	VICE-CHAIR EVENTS	1.00	Officer Director	$0	$0	$0
MARK SOTICHECK	DIRECTOR	1.00	Director	$0	$0	$0
TIM LAVALLEE	PRESIDENT	40.00	Officer	$53,573	$2,484	$56,057

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	$318,346	$350,475	$129,586	$-32,129
2023	$289,125	$336,009	$161,064	$-46,884
2022	$325,025	$312,044	$202,408	$12,981
2021	$334,323	$261,121	$196,504	$73,202
2020	$300,179	$297,987	$117,639	$2,192
2019	$311,354	$296,430	$114,346	$14,924
2018	$294,604	$291,307	$101,698	$3,297

JUNIOR ACHIEVEMENT OF EASTERN NORTH CAROLINA INC