JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC (EIN 930384007) - 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

1950

Legal Domicile

Principal Officer

BARBARA SMITH

Phone

5032386430

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC, founded in 1950, is a community nonprofit in the International Affairs sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 92% operating deficit.

Mission

JUNIOR ACHIEVEMENT (JA) IS A NONPROFIT YOUTH ORGANIZATION WHOSE CORE PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.

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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 $670,433

Program Service Revenue $469,452

Investment Income $12,629

Other Revenue $52,941

TOTAL REVENUE $1,205,455

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,130,332

Fundraising Expenses $219,820

Program Expenses $1,851,604

Other Expenses $1,179,824

TOTAL EXPENSES $2,310,156

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,205,455	$2,077,832	-0.4%
Expenses	$2,310,156	$2,195,887	+0.1%
Net Income	$-1,104,701	$-118,055	+8.4%

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

6088

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

$174,528

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX NAITO	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MATHEY	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN DAY	DIRECTOR	1.00	Officer Director	$0	$0	$0
BRIAN HOGAN	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE NEWMAN	DIRECTOR	1.00	Director	$0	$0	$0
COBY HORTON	DIRECTOR	1.00	Director	$0	$0	$0
CONTESSA DIAZ-NICOLAIDIS	DIRECTOR	1.00	Director	$0	$0	$0
DAN MEDAK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE WEBER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID BUDD	DIRECTOR	1.00	Director	$0	$0	$0
DONNA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD CHIN	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA GLIDDEN	COMMITTEE CHAIR - DIVERSITY, EQUITY & INCLUSION	1.00	Director	$0	$0	$0
FRANCIE STACEY	TREASURER	1.00	Officer Director	$0	$0	$0
GRANT WORD	VICE CHAIRMAN - STUDENT IMPACT	1.00	Officer Director	$0	$0	$0
HARLEY SPRING	DIRECTOR	1.00	Director	$0	$0	$0
HILARY VINEYARD	DIRECTOR	1.00	Director	$0	$0	$0
JASON NORRIS	DIRECTOR	1.00	Director	$0	$0	$0
JD PODLESNIK	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
JOEL DULLUM	DIRECTOR	1.00	Director	$0	$0	$0
JOSH LYONS	DIRECTOR	1.00	Director	$0	$0	$0
JT SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MARK PAYTON	DIRECTOR	1.00	Director	$0	$0	$0
MARK WREATH	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE TAFT	DIRECTOR	1.00	Director	$0	$0	$0
NIKKI KOBLIHA	DIRECTOR	1.00	Director	$0	$0	$0
RENEE BALSIGER	DIRECTOR	1.00	Director	$0	$0	$0
ROB MACNAUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
RONAN EGGLESTON	VICE CHAIRMAN - FUNDING	1.00	Officer Director	$0	$0	$0
ROSIE CORTES	DIRECTOR	1.00	Director	$0	$0	$0
ROY HUTCHISON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE GRAY	DIRECTOR	1.00	Director	$0	$0	$0
TYLER KRIEG	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SMITH	PRESIDENT & CEO	40.00	Key Emp	$167,243	$7,285	$174,528

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	$1,205,455	$2,310,156	$4,554,892	$-1,104,701
2024	$2,077,832	$2,195,887	$5,552,967	$-118,055
2023	$3,154,938	$1,614,481	$5,230,273	$1,540,457
2022	$1,035,795	$1,231,035	$3,597,887	$-195,240
2021	$841,113	$1,132,937	$3,919,600	$-291,824
2020	$1,343,816	$1,495,763	$3,829,860	$-151,947
2019	$1,901,172	$1,548,326	$3,863,324	$352,846

JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC