JUNIOR ACHIEVEMENT (EIN 720595081) - 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

1964

Principal Officer

NITA COOK

Phone

3185882911

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT, founded in 1964, is a small nonprofit in the International Affairs sector that reported $497K in total revenue in fiscal year 2023. The organization ran a surplus of $160K, a strong 32% operating margin.

Mission

JUNIOR ACHIEVEMENT OF NORTH LOUISIANA'S PURPOSE IS TO HELP YOUNG PEOPLE UNDERSTAND THE ECONOMICS OF LIFE THROUGH HANDS-ON EXPERIENCES IN THE CLASSROOM. JANLA'S MISSION IS TO ENSURE THAT EVERY CHILD IN NORTH LOUISIANA HAS A FUNDAMENTAL UNDERSTANDING OF THE FREE ENTERPRISE SYSTEM.

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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 $465,700

Program Service Revenue $0

Investment Income $20,148

Other Revenue $11,034

TOTAL REVENUE $496,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $213,247

Fundraising Expenses $1,136

Program Expenses $265,768

Other Expenses $123,311

TOTAL EXPENSES $336,558

Year-over-Year Comparison

	2023	2022	Change
Revenue	$496,882	$488,212	+0.0%
Expenses	$336,558	$290,413	+0.2%
Net Income	$160,324	$197,799	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH BURTON	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
ANGELA CLARDY	BOARD MEMBER	N/A	Director	$0	$0	$0
MITCH DOWNEY	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNIFER ELLIOTT	SECRETARY	N/A	Officer Director	$0	$0	$0
MEGAN FEULNER-HAUSER	BOARD MEMBER	N/A	Director	$0	$0	$0
HARDY FOREMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
TREY GIGLIO	BOARD MEMBER	N/A	Director	$0	$0	$0
EMMA JORDAN	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIE MILAM	BOARD MEMBER	N/A	Director	$0	$0	$0
DENNY MOTON	CHAIR ELECT	N/A	Officer Director	$0	$0	$0
MARTHA PATTEN	BOARD MEMBER	N/A	Director	$0	$0	$0
DENNIS WISSING PHD	BOARD MEMBER	N/A	Director	$0	$0	$0
T GOREE PHD	BOARD MEMBER	N/A	Director	$0	$0	$0
GREG PROCELL	CHAIRMAN	N/A	Officer Director	$0	$0	$0
JED RIMMER	BOARD MEMBER	N/A	Director	$0	$0	$0
ERIK VIGEN	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVID WATTERS	IMMEDIATE PA	N/A	Officer Director	$0	$0	$0
ADAM WEST	TREASURER	N/A	Officer Director	$0	$0	$0
KANNETHA WILLIAMS	BOARD MEMBER	N/A	Director	$0	$0	$0
NITA COOK	EXECUTIVE DI	N/A	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	No data	No data	No data	No data
2024	$496,882	$336,558	$975,169	$160,324
2023	$488,212	$290,413	$808,878	$197,799
2022	$335,730	$268,869	$649,617	$66,861
2021	$330,074	$242,500	$640,305	$87,574
2020	$344,258	$326,052	$532,474	$18,206
2019	$359,660	$357,657	$491,857	$2,003
2018	$427,915	$318,290	$481,724	$109,625

JUNIOR ACHIEVEMENT