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Nonprofiteer
← JUNIOR ACHIEVEMENT USA

Form 990 for tax year 2024

Filed by JUNIOR ACHIEVEMENT USA.

Totals

Total revenue
$17,082,581
Total expenses
$15,689,071
Contributions and grants received
$16,888,081
Grants paid
$0
Program service revenue
$0
Investment income
$194,500
Other revenue
$0
Total assets, end of year
$32,365,998
Total liabilities, end of year
$544,785
Net assets or fund balances, end of year
$31,821,213
Program services expenses (Part IX)
$13,724,951
Management and general expenses
$1,111,524
Fundraising expenses
$852,596
Program service expenses (Part III)
$13,724,951

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $795,667

  • 1f · All other contributions, gifts and grants

    $16,092,414

  • 1g · Noncash contributions included above

    $18,484

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $315,048 · excluded $315,048

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $4,451,412

  • 7b · Less cost or other basis and sales expenses

    securities $4,571,960

  • 7c · Gain or loss

    securities -$120,548 · other assets $0

  • 7d · Net gain or loss

    total -$120,548 · excluded -$120,548

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,112,389 · program services $709,205 · management and general $209,381 · fundraising $193,803

  • 7 · Other salaries and wages

    total $4,982,676 · program services $4,231,187 · management and general $337,338 · fundraising $414,151

  • 8 · Pension plan contributions

    total $154,405 · program services $130,233 · management and general $10,972 · fundraising $13,200

  • 9 · Other employee benefits

    total $548,384 · program services $450,199 · management and general $45,958 · fundraising $52,227

  • 10 · Payroll taxes

    total $440,943 · program services $358,108 · management and general $39,156 · fundraising $43,679

  • 11c · Fees: accounting

    total $189,031 · management and general $189,031

  • 11f · Fees: investment management

    total $30,628 · management and general $30,628

  • 11g · Fees: other

    total $110,443 · program services $54,185 · management and general $26,593 · fundraising $29,665

  • 12 · Advertising and promotion

    total $14,385 · management and general $14,385

  • 13 · Office expenses

    total $159,131 · program services $104,975 · management and general $24,817 · fundraising $29,339

  • 14 · Information technology

    total $90,798 · program services $73,741 · management and general $8,063 · fundraising $8,994

  • 16 · Occupancy

    total $470,000 · program services $470,000

  • 17 · Travel

    total $153,839 · program services $128,607 · management and general $11,927 · fundraising $13,305

  • 19 · Conferences, conventions and meetings

    total $1,094,327 · program services $965,714 · management and general $117,622 · fundraising $10,991

  • 21 · Payments to affiliates

    total $804,780 · program services $804,780

  • 22 · Depreciation, depletion and amortization

    total $2,480,431 · program services $2,480,431

  • 23 · Insurance

    total $287,025 · program services $233,105 · management and general $25,488 · fundraising $28,432

  • 24a · Other expenses: 3DE CURRICULUM

    total $2,007,542 · program services $2,007,542

  • 24b · Other expenses: CLASSROOM MATERIALS

    total $254,471 · program services $254,471

  • 24c · Other expenses: VOLUNTEER TRAINING

    total $112,918 · program services $110,477 · management and general $1,154 · fundraising $1,287

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $86,968 · program services $86,968

  • 24e · All other expenses

    total $103,557 · program services $71,023 · management and general $19,011 · fundraising $13,523

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,920,055 · end of year $3,932,102

  • 3 · Pledges and grants receivable

    beginning of year $2,712,152 · end of year $5,043,764

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $20,631 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $156,175 · end of year $76,019

  • 10a · Land, buildings and equipment: cost or other basis

    $32,985,208

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,621,932

  • 10c · Land, buildings and equipment, net

    beginning of year $16,209,779 · end of year $15,363,276

  • 11 · Investments: publicly traded securities

    beginning of year $8,581,262 · end of year $7,929,439

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $57,191 · end of year $21,398

  • 17 · Accounts payable and accrued expenses

    beginning of year $711,835 · end of year $523,387

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $57,191 · end of year $21,398

  • 27 · Net assets without donor restrictions

    beginning of year $25,605,073 · end of year $23,309,212

  • 28 · Net assets with donor restrictions

    beginning of year $4,283,146 · end of year $8,512,001

Mission and programs · 2024

Mission

Through the time, talent, and resources of corporate, education, and community partners, Junior Achievement of Georgia inspires and prepares young people, K-12th grade, to succeed in a global economy. All programs align with Georgia's performance standards teaching students about personal financial literacy, entrepreneurship, and global workforce readiness while equipping them with the tools to be personally and professionally successful.

Activities or mission (Part I)

To partner with the business community to teach financial literacy to grades K-12.

  • JA FINANCE PARK (GRADE 7) PROVIDES STUDENTS THE OPPORTUNITY TO EXPERIENCE THEIR PERSONAL FINANCIAL FUTURE FIRST-HAND. STUDENTS RECEIVE A "LIFE SITUATION," COMPLETE WITH JOB, INCOME, EDUCATION, AND FAMILY SCENARIOS. DURING THE REPORTING YEAR, 58,133 STUDENTS WERE SERVED.

    Expenses $4,920,097

  • JA BIZTOWN (GRADE 6) CREATED A UNIQUE OPPORTUNITY WHERE STUDENTS INTERACT WITHIN A SIMULATED MACRO-ECONOMY, TAKING ON THE ROLE OF EMPLOYEE, TAXPAYER, AND CONSUMER. DURING THE REPORTING YEAR, 54,624 STUDENTS WERE SERVED.

    Expenses $4,920,097

  • 3DE by Junior Achievement is a pioneering high school instructional model that transforms education into dynamic, real-world learning experiences. This innovative educational approach is anchored in competency-based case methodology and introduces students to 16 real-world case experiences throughout grades 9-12.

    Expenses $3,884,757

As filed on the 2024 return.

Listed in Part VII

  • Jill Ratliff

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • John Hancock

    President & CEO

    Total calculated
    $539,261
    From this org
    $503,510
    From related orgs
    $0
    Other
    $35,751
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $386,950
    Bonus
    $116,560
    Other
    $0
    Deferred
    $12,559
    Nontaxable benefits
    $23,192
    Filer's total
    $539,261

  • Leslie Kurtz

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Ryan Marshall

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Tom Hawkins

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Addison Meriwether

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alba Baylin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Allison Dukes

    Director

    Total calculated
    $0
    Hours/week
    1

  • Andrea Freeman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Angela Rittgers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Angie Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Assad Lazarus

    Director

    Total calculated
    $0
    Hours/week
    1

  • Brian Blake

    Director

    Total calculated
    $0
    Hours/week
    1

  • Carlos Navarro

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Gruehn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Hodgdon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Mattie

    Director

    Total calculated
    $0
    Hours/week
    1

  • Craig Lee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cyril Turner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dallas Clement

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Eldridge

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Erling

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dan Janki

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Rubinger

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Wilkinson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Deb Battaglia

    Director

    Total calculated
    $0
    Hours/week
    1

  • Debbie Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dwayne Irvin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ed Fisher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Elliott Wallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Frank Warren

    Director

    Total calculated
    $0
    Hours/week
    1

  • Fredie Carmichael

    Director

    Total calculated
    $0
    Hours/week
    1

  • Geddings Roche

    Director

    Total calculated
    $0
    Hours/week
    1

  • Grant Rivera

    Director

    Total calculated
    $0
    Hours/week
    1

  • Guy Harris

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harris Winsberg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Helene Lollis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamesetta Strickland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamie Tiernan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamie Walker

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jane Elliott

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jane Stout

    Director

    Total calculated
    $0
    Hours/week
    1

  • Janet Thomas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jason Jones

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Rose

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Teel

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joe Gagen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joe Reinkemeyer

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Dwyer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jon Neff

    Director

    Total calculated
    $0
    Hours/week
    1

  • Katie Saez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ken Bernhardt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ken LaManna

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ken Zeff

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kyle Marrero

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lance Tracy

    Director

    Total calculated
    $0
    Hours/week
    1

  • LaShonda Oglesbee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Brown

    Director

    Total calculated
    $0
    Hours/week
    1

  • Louis Gump

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Adams

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark George

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Scalese

    Director

    Total calculated
    $0
    Hours/week
    1

  • Matt Toms

    Director

    Total calculated
    $0
    Hours/week
    1

  • Max Oligario

    Director

    Total calculated
    $0
    Hours/week
    1

  • Melanie Shook

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Voynich

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mona Harty

    Director

    Total calculated
    $0
    Hours/week
    1

  • Monte Edwards

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy Millett

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patrick Dierberger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Randy Gregson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rimas Kapeskas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ruben Brooks

    Director

    Total calculated
    $0
    Hours/week
    1

  • Russ Brockelbank

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sachin Sachdeva

    Director

    Total calculated
    $0
    Hours/week
    1

  • Shawn Meade

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve Cook

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve Scherger

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susannah Frost

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tad Hutcheson

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Tony Ventry

    Director

    Total calculated
    $0
    Hours/week
    1

  • Valerie Adair

    Director

    Total calculated
    $0
    Hours/week
    1

  • Warren Gardiner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Yogs Jayaprakasam

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amanda N Salvaticus

    VP of Volunteer Strategy & Partnerships

    Total calculated
    $224,415
    From this org
    $184,952
    From related orgs
    $0
    Other
    $39,463
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,202
    Bonus
    $25,750
    Other
    $0
    Deferred
    $5,792
    Nontaxable benefits
    $33,671
    Filer's total
    $224,415

  • Camille Russo

    Vice President of Marketing

    Total calculated
    $168,589
    From this org
    $153,489
    From related orgs
    $0
    Other
    $15,100
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $138,709
    Bonus
    $14,780
    Other
    $0
    Deferred
    $4,630
    Nontaxable benefits
    $10,470
    Filer's total
    $168,589

  • Danielle Wilkes

    Vice President of Development

    Total calculated
    $171,436
    From this org
    $167,094
    From related orgs
    $0
    Other
    $4,342
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,719
    Bonus
    $22,375
    Other
    $0
    Deferred
    $4,342
    Nontaxable benefits
    $0
    Filer's total
    $171,436

  • Alicia Furlow

    Vice President of Human Resources

    Total calculated
    $155,948
    From this org
    $141,653
    From related orgs
    $0
    Other
    $14,295
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,403
    Bonus
    $13,250
    Other
    $0
    Deferred
    $3,825
    Nontaxable benefits
    $10,470
    Filer's total
    $155,948

  • Lindsay Allward-Theimer

    VP of Volunteer Strategy & Partnerships

    Total calculated
    $141,750
    From this org
    $137,877
    From related orgs
    $0
    Other
    $3,873
    Hours/week
    50

  • Matthew Hodgson

    Vice President of Information Technology

    Total calculated
    $161,665
    From this org
    $135,972
    From related orgs
    $0
    Other
    $25,693
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $122,722
    Bonus
    $13,250
    Other
    $0
    Deferred
    $4,215
    Nontaxable benefits
    $21,478
    Filer's total
    $161,665

  • Michelle R Martin

    Sr. Director of Special Events & Donor Relations

    Total calculated
    $117,579
    From this org
    $103,965
    From related orgs
    $0
    Other
    $13,614
    Hours/week
    50

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
Michelle R. Martin, Senior Director of Special Events and Donor Relations received a severance payment of $50,522 during the current year.
Schedule J, Part I, Line 7 Non-fixed payments
Officers and highly compensated employees received a board approved bonus during the year.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
8 May 2026
IRS schema version
2024v5.1
Source object
202621289349301807

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