Junior Achievement of the Palm Beaches & Treasure Coast Inc

EIN: 592333738 501(c)(3) International Affairs

West Palm Beach, FL

Total Revenue
$1,288,669
Total Expenses
$1,468,194
Total Assets
$527,142
Net Assets
$479,407
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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
1981
Legal Domicile
FL
Principal Officer
Katie Thompson
Phone
5613736696
Tax Period
2024-07-01 to 2025-06-30

Junior Achievement of the Palm Beaches & Treasure Coast Inc, founded in 1981, is a community nonprofit in the International Affairs sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 14% operating deficit.

Mission

Our mission is to inspire and prepare young people to succeed in a global economy through classroom programs and simulations that focus on 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,260,735
Program Service Revenue $0
Investment Income $3,650
Other Revenue $24,284
TOTAL REVENUE $1,288,669

Expense Breakdown

Grants Paid $0
Salaries & Benefits $873,399
Fundraising Expenses $238,090
Program Expenses $1,205,227
Other Expenses $594,795
TOTAL EXPENSES $1,468,194

Year-over-Year Comparison

2024 2023 Change
Revenue $1,288,669 $1,270,984 +0.0%
Expenses $1,468,194 $1,598,681 -0.1%
Net Income $-179,525 $-327,697 -0.5%
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
19
Independent Members
23
Employees
12
Volunteers
862

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
3
$141,416
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Claudia Kirk Barto Former CEO 2.00
Officer
$141,416 $0 $141,416
Katie Spitzig N/A 40.00
$114,383 $0 $114,383
Sonia Milavsky Director 2.00
Director
$0 $0 $0
Hernan Zurita Director 2.00
Director
$0 $0 $0
Joe Kowalczyk Audit Chair 2.00
Director
$0 $0 $0
Terisa Heine Board Member 2.00
Director
$0 $0 $0
Michael Percy Strategic Chair 2.00
Director
$0 $0 $0
Dr Mary Dupont Board Member 2.00
Director
$0 $0 $0
Melissa Nash Board Member 40.00
Director
$0 $0 $0
Chris Losquadro Board Member 2.00
Director
$0 $0 $0
Alyssa Freeman Vice Chair 2.00
Director
$0 $0 $0
Cara Perry Board Member 2.00
Director
$0 $0 $0
Al Loureiro Board Chair 2.00
Director
$0 $0 $0
Ricky Wade Board Member 2.00
Director
$0 $0 $0
Josh Vandagriff Dev Chair 2.00
Director
$0 $0 $0
Daniel Ossaba Assistant Treas 2.00
Director
$0 $0 $0
Mark Wade Emeritus Board 2.00
Director
$0 $0 $0
Dr David Nicholson Emeritus Board 2.00
Director
$0 $0 $0
John McGowan Secretary 2.00
Officer
$0 $0 $0
Carla Thrower Treasurer 2.00
Officer
$0 $0 $0
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 $1,288,669 $1,468,194 $527,142 $-179,525
2024 $1,270,984 $1,598,681 $819,025 $-327,697
2023 $1,357,895 $1,357,571 $1,242,732 $324
2022 $1,514,386 $1,176,627 $1,189,125 $337,759
2021 $1,343,704 $984,311 $859,820 $359,393
2020 $1,107,558 $1,101,454 $595,576 $6,104
2019 $831,620 $931,433 $288,703 $-99,813
2018 $984,650 $958,255 $398,123 $26,395
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