JUNIOR ACHIEVEMENT OF OKLAHOMA INC (EIN 730757053) - 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

1966

Legal Domicile

Principal Officer

JOHN CURZON

Phone

9186632150

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF OKLAHOMA INC, founded in 1966, is a community nonprofit in the International Affairs sector that reported $5.0M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 44% operating margin.

Mission

JUNIOR ACHIEVEMENT OF OKLAHOMA IS DEDICATED TO EDUCATING STUDENTS ABOUT WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY THROUGH EXPERIENTIAL HANDS-ON PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,463,185

Program Service Revenue $333,455

Investment Income $63,666

Other Revenue $131,544

TOTAL REVENUE $4,991,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,390,356

Fundraising Expenses $267,677

Program Expenses $2,251,746

Other Expenses $1,421,733

TOTAL EXPENSES $2,812,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,991,850	$4,046,575	+0.2%
Expenses	$2,812,089	$2,292,696	+0.2%
Net Income	$2,179,761	$1,753,879	+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

4387

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

$163,491

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM ALBRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
DR KIM BOYD	DIRECTOR	2.00	Director	$0	$0	$0
DR STACEY BUTTERFIELD	DIRECTOR	2.00	Director	$0	$0	$0
DUANE CHALMERS	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CURZON	CHAIR	2.00	Officer Director	$0	$0	$0
TODD GOURD	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA BOLANDER	TREASURER	2.00	Officer Director	$0	$0	$0
CHADWICK HOLEMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARK MOTE	VICE CHAIR - AUDIT	2.00	Officer Director	$0	$0	$0
MONTE D MCNUTT	DIRECTOR	2.00	Director	$0	$0	$0
JONATHAN D PINTO	VICE CHAIR - DEVELOPMENT	2.00	Officer Director	$0	$0	$0
DAVID CHEN	DIRECTOR	2.00	Director	$0	$0	$0
AMBER DERAMUS	DIRECTOR	2.00	Director	$0	$0	$0
ISAAC HELMRICH	SECRETARY	2.00	Officer Director	$0	$0	$0
DARCIE HENDERSON	DIRECTOR	2.00	Director	$0	$0	$0
DONNA POPP	DIRECTOR	2.00	Director	$0	$0	$0
SHANNAN BEELER	EXECUTIVE DIRECTOR	40.00	Officer	$152,471	$11,020	$163,491
ERICA IRVINE	COO	2.00	Highest	$103,393	$11,020	$114,413

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	$4,991,850	$2,812,089	$11,108,534	$2,179,761
2024	$4,046,575	$2,292,696	$8,201,600	$1,753,879
2023	$4,062,716	$2,183,751	$5,732,584	$1,878,965
2022	$2,341,332	$1,993,302	$3,743,602	$348,030
2021	$1,505,086	$1,399,734	$3,845,764	$105,352
2020	$1,672,637	$2,074,546	$3,837,882	$-401,909
2019	$1,916,495	$2,079,051	$3,801,169	$-162,556

JUNIOR ACHIEVEMENT OF OKLAHOMA INC