JUNIOR ACHIEVEMENT OF TRI-CITIES T… - Form 990 Financial Data

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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

1966

Legal Domicile

Principal Officer

KENT BEWLEY

Phone

4233928841

Tax Period

2022-07-01 to 2023-06-30

JUNIOR ACHIEVEMENT OF TRI-CITIES TN/VA INC, founded in 1966, is a small nonprofit in the International Affairs sector that reported $179K in total revenue in fiscal year 2022. Revenue surged 206% from the prior year, signaling strong growth momentum. Net assets of $1.5M represent 98 months of operating reserves.

Mission

JUNIOR ACHIEVEMENT OF TRICITIES TN/VA, INC. IS A TAX EXEMPT FRANCHISE OF "JUNIOR ACHIEVEMENT USA", A NATIONAL TAX EXEMPT ORGANIZATION, WHOSE FUNCTION IS TO EDUCATE AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS AND BE WORKFORCE READY.

Program Service Accomplishments

Program 1

Expenses: $163,239

JUNIOR ACHIEVEMENT KINDERGARTEN - 12TH GRADE PROGRAMS PROVIDE WORK READINESS, FINANCIAL LITERACY, AND ENTREPRENEURIAL SKILLS THAT WILL AFFECT AND IMPROVE THE STUDENT'S QUALITY OF LIFE. JUNIOR...

JUNIOR ACHIEVEMENT KINDERGARTEN - 12TH GRADE PROGRAMS PROVIDE WORK READINESS, FINANCIAL LITERACY, AND ENTREPRENEURIAL SKILLS THAT WILL AFFECT AND IMPROVE THE STUDENT'S QUALITY OF LIFE. JUNIOR ACHIEVEMENT LETS YOUNG PEOPLE KNOW IT'S POSSIBLE TO INVEST IN THEIR FUTURE, TO GAIN A BETTER UNDERSTANDING OF HOW THE WORLD WORKS, AND TO PURSUE THEIR DREAMS.DURING THE 2022-2023 SCHOOL YEAR IN VARIOUS PRIMARY AND SECONDARY SCHOOLS, JA PROVIDED OVER A NINE COUNTY AREA INSPIRING AND IMPACTFUL LEARNING EXPERIENCES TO 9,208 STUDENTS IN 364 CLASSES WITH 38,223 HOURS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $71,581

Program Service Revenue $0

Investment Income $71,868

Other Revenue $35,713

TOTAL REVENUE $179,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,782

Fundraising Expenses $6,763

Program Expenses $163,239

Other Expenses $76,364

TOTAL EXPENSES $180,146

Year-over-Year Comparison

	2022	2021	Change
Revenue	$179,162	$58,545	+2.1%
Expenses	$180,146	$193,821	-0.1%
Net Income	$-984	$-135,276	-1.0%

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

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

$68,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAIBA BLOOMER	DIRECTOR	1.00	Director	$0	$0	$0
DR SUSAN KIERNAN	DIRECTOR	1.00	Director	$0	$0	$0
DON KIEFFER	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN HURET	DIRECTOR	1.00	Director	$0	$0	$0
WALTER JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
APRIL EADS	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH HARVEY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ROWELL	DIRECTOR	1.00	Director	$0	$0	$0
COREY SHIPLEY	DIRECTOR	1.00	Director	$0	$0	$0
KATHY YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
KENT BEWLEY	CHAIR	2.00	Officer	$0	$0	$0
DAVID CROCKETT	CHAIR	4.00	Officer	$0	$0	$0
RANDY PHILLIPS	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
CATHY SALLEY	PRESIDENT	69.00	Officer	$68,000	$0	$68,000

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
2024	No data	No data	No data	No data
2023	$179,162	$180,146	$1,510,055	$-984
2022	$84,576	$193,821	$1,465,743	$-109,245
2022	$58,545	$193,821	$1,465,743	$-135,276
2021	$196,756	$196,490	$1,832,011	$266
2020	$79,450	$216,412	$1,507,080	$-136,962
2019	$220,853	$247,714	$1,619,624	$-26,861
2018	$286,855	$256,633	$1,686,380	$30,222

JUNIOR ACHIEVEMENT OF TRI-CITIES TN/VA INC