JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC (EIN 951799192) - 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

1954

Legal Domicile

Principal Officer

LESTER MCCABE

Phone

3239571818

Tax Period

2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC, founded in 1954, is a community nonprofit in the International Affairs sector that reported $6.7M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 38% operating margin.

Mission

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROGRAMS TEACH THE BUSINESS OF LIFE, THROUGH COMMUNITY-BASED PARTNERSHIPS OF EDUCATORS, VOLUNTEERS AND BUSINESSES.

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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 $5,947,899

Program Service Revenue $452,740

Investment Income $248,696

Other Revenue $67,825

TOTAL REVENUE $6,717,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,810,790

Fundraising Expenses $684,629

Program Expenses $3,138,076

Other Expenses $1,380,399

TOTAL EXPENSES $4,191,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,717,160	$3,577,459	+0.9%
Expenses	$4,191,189	$3,946,274	+0.1%
Net Income	$2,525,971	$-368,815	-7.8%

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

1593

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

$874,178

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM BAKHASH	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEXIA G HENDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANI TOROIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTONIO BERNARDO	BOARD MEMBER	1.00	Director	$0	$0	$0
ARIC JOHNSTONE FROM 1212	BOARD MEMBER	1.00	Director	$0	$0	$0
AVO AMIRIAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BELVA ANAKWENZE	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB BINNIE	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN ANDERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN GILPATRICK FROM 0618	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYANT DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLE CURB NEMOY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHANNING G GRIGSBY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS GARCIA UNTIL 0726	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS GAUSS FROM 0618	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA KETSOYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
CYNTHIA JORDAN	BOARD MEMBER/3DE CHAIR	1.00	Officer Director	$0	$0	$0
DAPHNE HELMS	BOARD MEMBER/TREASURER	1.00	Officer Director	$0	$0	$0
DARCY GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID FREITAG	BOARD MEMBER/MARKETING CHA	1.00	Officer Director	$0	$0	$0
EMILY J RAMOS	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANK MCMAHON	BOARD MEMBER/GOVERNANCE CH	1.00	Officer Director	$0	$0	$0
FRIDA BANK	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORY CRAIG	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER KANG-MOON	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNY HO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNE HANSON BONNEY FROM 0918	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MCMICHAEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH SANTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH SCHIMMELS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE HUNTER-BLYDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN BOWENS	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN CAPUTO	BOARD MEMBER	1.00	Director	$0	$0	$0
KISHA PARKER CROOM	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE CASSERINO UNTIL 0815	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE DELICATA	BOARD MEMBER	1.00	Director	$0	$0	$0
LEEANN J LYNCH	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE STACKPOLE UNTIL 0201	BOARD MEMBER	1.00	Director	$0	$0	$0
LISA KASKEL FROM 0313	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN HOPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCUS JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA KHADER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SIMMONS	BOARD MEMBER	1.00	Director	$0	$0	$0
MAYNARD BROWN	BOARD MEMBER/EDUCATION CHA	1.00	Officer Director	$0	$0	$0
MONIQUE JOHNSON	BOARD MEMBER/VICE CHAIR	1.00	Officer Director	$0	$0	$0
PAUL GOLDSTEIN	BOARD MEMBER	1.00	Director	$0	$0	$0
RAY BENAZA FROM 0918	BOARD MEMBER	1.00	Director	$0	$0	$0
REGINA O'NEILL	BOARD MEMBER/SECRETARY	1.00	Officer Director	$0	$0	$0
SAM SHETH	BOARD MEMBER/DEVELOPMENT C	1.00	Officer Director	$0	$0	$0
SANDRA BURNS FROM 0618	BOARD MEMBER	1.00	Director	$0	$0	$0
SANDRA DUNLEAVY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT M SACHS	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT SANTORO	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT SAUER	BOARD MEMBER/AUDIT & RISK	1.00	Officer Director	$0	$0	$0
SHEENA LAM	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE IVY	BOARD MEMBER	1.00	Director	$0	$0	$0
TAYLOR BEAUPAIN FROM 0618	BOARD MEMBER	1.00	Director	$0	$0	$0
TERESA HUGGINS CALDERON	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS MCCARTHY	BOARD MEMBER/REAL ESTATE C	1.00	Officer Director	$0	$0	$0
TODD ORCHARD	BOARD MEMBER	1.00	Director	$0	$0	$0
TYLER MESSNER FROM 0918	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIUSKA KIRKWOOD	SENIOR VICE PRESIDENT	40.00	Officer	$171,100	$31,023	$202,123
SUSAN SAGHEB	VP OF FINANCE	26.00	Officer	$192,065	$0	$192,065
LESTER MCCABE	PRESIDENT & CEO	40.00	Officer	$295,712	$31,583	$327,295
BURGANDIE ONEKEA	EXECUTIVE REGIONAL DIRECTO	40.00	Officer	$132,940	$19,755	$152,695

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	$6,717,160	$4,191,189	$10,793,230	$2,525,971
2024	$3,577,459	$3,946,274	$8,099,814	$-368,815
2023	$5,758,148	$3,454,690	$8,539,084	$2,303,458
2022	$3,428,800	$2,835,846	$6,219,396	$592,954
2021	$3,444,929	$2,335,810	$5,820,899	$1,109,119
2020	$3,138,465	$3,293,801	$5,772,046	$-155,336
2019	$6,950,200	$3,433,093	$6,015,027	$3,517,107
2018	$2,896,413	$3,333,100	$4,280,208	$-436,687

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC