JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN … - 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

1950

Legal Domicile

Principal Officer

ROBIN WISE

Phone

3032606294

Tax Period

2023-07-01 to 2024-06-30

JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC, founded in 1950, is a community nonprofit in the International Affairs sector that reported $6.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.4M, a strong 21% operating margin.

Mission

JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. (JA) IS CRITICAL FOR INSPIRING AND PREPARING YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS. IN PARTNERSHIP WITH BUSINESS AND EDUCATORS, JA IMMERSES STUDENTS IN DISRUPTIVE, REAL-WORLD EXPERIENCES, CHALLENGING THEIR ASSUMPTIONS THROUGH MENTOR-LED APPLIED LEARNING EXPERIENCES.

Program Service Accomplishments

Program 1

Expenses: $3,416,952

JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. PROVIDED FINANCIAL RESPONSIBILITY, ENTREPRENEURSHIP AND CAREER READINESS PROGRAMS TO ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS IN METRO DENVER, NORTHERN COLORADO, SOUTHERN WYOMING, AND IN OUR MOUNTAIN COMMUNITIES. PROGRAMS INCLUDE: TEACHING STUDENTS FINANCIAL LITERACY BY GIVING THEM THE OPPORTUNITY TO PARTICIPATE IN A STOCK MARKET GAME THAT TAUGHT THEM ABOUT INVESTING THEIR MONEY; GIVING MIDDLE AND HIGH SCHOOL STUDENTS A CHANCE TO LEARN HOW TO BUDGET THEIR MONEY GIVEN REAL-LIFE SCENARIOS WHERE THEY LEARNED HOW TO LIVE ON A BUDGET AND MAKE THE TYPES OF DECISIONS ADULTS MAKE; AND TAKING FINANCIAL LITERACY, ENTREPRENEURSHIP, AND CAREER READINESS PROGRAMS INTO K-12 CLASSROOMS IN COLORADO AND WYOMING.

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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 $6,511,512

Program Service Revenue $0

Investment Income $116,617

Other Revenue $90,759

TOTAL REVENUE $6,718,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,131,287

Fundraising Expenses $1,028,350

Program Expenses $3,416,952

Other Expenses $2,149,101

TOTAL EXPENSES $5,280,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,718,888	$6,383,450	+0.1%
Expenses	$5,280,388	$4,056,455	+0.3%
Net Income	$1,438,500	$2,326,995	-0.4%

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

2400

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

$1,025,176

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN WISE	PRESIDENT/CE	40.00	Officer	$386,815	$28,073	$414,888
CLIFF DEFFKE	CONTROLLER	40.00	Officer	$98,474	$13,854	$112,328
JILLIAN HRNICEK	VP OF PROGRA	40.00	Officer	$106,507	$13,881	$120,388
KRISTI SHAFFER	CDO	40.00	Officer	$253,104	$13,213	$266,317
RACHEL TIBBETTS	COO	40.00	Officer	$105,957	$5,298	$111,255
LORI DAVIS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANNA EWING	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN AGEE	MEMBER	1.00	Director	$0	$0	$0
GREG ANTON	MEMBER	1.00	Director	$0	$0	$0
NATALIE ARTIBEE	MEMBER	1.00	Director	$0	$0	$0
NICK BAILEY	MEMBER	1.00	Director	$0	$0	$0
SHAWN BARKER	MEMBER	1.00	Director	$0	$0	$0
HEATHER BARRY	MEMBER	1.00	Director	$0	$0	$0
SHERYL BOLLINGER	MEMBER	1.00	Director	$0	$0	$0
TOTI CADAVID	MEMBER	1.00	Director	$0	$0	$0
DRU CHIESA	MEMBER	1.00	Director	$0	$0	$0
VIVEK CHOUDHURY	MEMBER	1.00	Director	$0	$0	$0
JACK COLLINS	MEMBER	1.00	Director	$0	$0	$0
BRENNA COPELAND	MEMBER	1.00	Director	$0	$0	$0
LISA DAVIS	MEMBER	1.00	Director	$0	$0	$0
KEITH DENNIS	MEMBER	1.00	Director	$0	$0	$0
TRACY DORLAND	MEMBER	1.00	Director	$0	$0	$0
TIM DUSSEAU	MEMBER	1.00	Director	$0	$0	$0
MOLLY DUVALL	MEMBER	1.00	Director	$0	$0	$0
JOHN DYER	MEMBER	1.00	Director	$0	$0	$0
BRIAN FLOREY	MEMBER	1.00	Director	$0	$0	$0
DARRIN FOSTER	MEMBER	1.00	Director	$0	$0	$0
CHRIS GDOWSKI	MEMBER	1.00	Director	$0	$0	$0
MICHAEL GREGG	MEMBER	1.00	Director	$0	$0	$0
SARAH GUSTASHAW	MEMBER	1.00	Director	$0	$0	$0
AMY HEIDERSBACH	MEMBER	1.00	Director	$0	$0	$0
RYAN HELMER	MEMBER	1.00	Director	$0	$0	$0
DANIEL HORTON	MEMBER	1.00	Director	$0	$0	$0
BOB HOTTMAN	MEMBER	1.00	Director	$0	$0	$0
CHRISTIAN HUTTER	MEMBER	1.00	Director	$0	$0	$0
KATE IVES	MEMBER	1.00	Director	$0	$0	$0
BRANDON JOHNSON	MEMBER	1.00	Director	$0	$0	$0
JONI JOHNSON-POWE	MEMBER	1.00	Director	$0	$0	$0
ARI KAUFMAN	MEMBER	1.00	Director	$0	$0	$0
STEVE KINSLEY	MEMBER	1.00	Director	$0	$0	$0
BREMMER KNEIB	MEMBER	1.00	Director	$0	$0	$0
JOSH LEVY	MEMBER	1.00	Director	$0	$0	$0
MICHAEL LIEDTKE	MEMBER	1.00	Director	$0	$0	$0
SHARON LINHART	MEMBER	1.00	Director	$0	$0	$0
KEITH LOBIS	MEMBER	1.00	Director	$0	$0	$0
MATT MCCONNELL	MEMBER	1.00	Director	$0	$0	$0
BAIRD MCKEVITT	MEMBER	1.00	Director	$0	$0	$0
NED MINOR	MEMBER	1.00	Director	$0	$0	$0
ED NEKRITZ	MEMBER	1.00	Director	$0	$0	$0
NICK NIEHAUS	MEMBER	1.00	Director	$0	$0	$0
ERIC OLSON	MEMBER	1.00	Director	$0	$0	$0
JUSTIN PROCHNOW	MEMBER	1.00	Director	$0	$0	$0
WADE PURSELL	MEMBER	1.00	Director	$0	$0	$0
SANDY ROTHE	MEMBER	1.00	Director	$0	$0	$0
TARRA RYERSON	MEMBER	1.00	Director	$0	$0	$0
KEVIN SACHS	MEMBER	1.00	Director	$0	$0	$0
JEFF SCHERMERHORN	MEMBER	1.00	Director	$0	$0	$0
CHRIS SCHMIDT	MEMBER	1.00	Director	$0	$0	$0
TROY STALTER	MEMBER	1.00	Director	$0	$0	$0
JAMES TAYLOR	MEMBER	1.00	Director	$0	$0	$0
PAUL THOMPSON	MEMBER	1.00	Director	$0	$0	$0
MIKE TILBURY	MEMBER	1.00	Director	$0	$0	$0
JIM VAUGHN	MEMBER	1.00	Director	$0	$0	$0
BETH WALKER	MEMBER	1.00	Director	$0	$0	$0
JADE WALLE	MEMBER	1.00	Director	$0	$0	$0
TIM WALSH	MEMBER	1.00	Director	$0	$0	$0
JOHN WEEMS	MEMBER	1.00	Director	$0	$0	$0
JIM WILSON	MEMBER	1.00	Director	$0	$0	$0
ERIC WOLF	MEMBER	1.00	Director	$0	$0	$0
CHARLENE YANEZA	MEMBER	1.00	Director	$0	$0	$0
SAMUEL YSUSI	MEMBER	1.00	Director	$0	$0	$0
TONY COVELLO	MEMBER	1.00	Director	$0	$0	$0
SALLY MESSINGER	MEMBER	1.00	Director	$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	$6,718,888	$5,280,388	$23,628,494	$1,438,500
2023	$6,383,450	$4,056,455	$23,241,334	$2,326,995
2022	$14,472,963	$3,664,126	$18,471,088	$10,808,837
2021	$3,701,663	$3,086,001	$8,089,576	$615,662
2020	$5,574,154	$4,053,984	$7,150,231	$1,520,170
2019	$4,863,690	$4,606,433	$5,271,291	$257,257
2018	$4,336,874	$4,225,873	$4,773,945	$111,001

JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC