Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF UTAH INC.
What the amendment changed
Compared with the return it replaced , filed 5 March 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Program services expenses
- $2,476,203 changed to $2,656,261
- Fundraising expenses
- $570,916 changed to $390,858
- Program service expenses (Part III)
- $2,476,203 changed to $2,656,261
Totals
- Total revenue
- $2,994,987
- Total expenses
- $3,440,030
- Contributions and grants received
- $2,541,829
- Grants paid
- $0
- Program service revenue
- $350,545
- Investment income
- $62,298
- Other revenue
- $40,315
- Total assets, end of year
- $9,732,664
- Total liabilities, end of year
- $164,066
- Net assets or fund balances, end of year
- $9,568,598
- Program services expenses (Part IX)
- $2,656,261
- Management and general expenses
- $392,911
- Fundraising expenses
- $390,858
- Program service expenses (Part III)
- $2,656,261
Program services were 77.2% 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.
-
1c · Fundraising events
$21,348
-
1e · Government grants (contributions)
$27,500
-
1f · All other contributions, gifts and grants
$2,492,981
-
2a · Program service revenue: JA CITY PROGRAM REVENUE
total $350,545 · related or exempt $350,545
-
3 · Investment income
total $62,298 · excluded $62,298
-
8a · Fundraising events: gross income
$150,807
-
8a · Fundraising events: contributions included on line 1c
$21,348
-
8b · Fundraising events: direct expenses
$114,722
-
8c · Net income from fundraising events
total $36,085 · excluded $36,085
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $4,230 · related or exempt $4,230
-
11e · Other revenue, total
$4,230
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $542,553 · program services $348,818 · management and general $93,480 · fundraising $100,255
-
7 · Other salaries and wages
total $966,191 · program services $619,631 · management and general $166,551 · fundraising $180,009
-
8 · Pension plan contributions
total $20,197 · program services $13,517 · management and general $3,453 · fundraising $3,227
-
9 · Other employee benefits
total $42,335 · program services $28,334 · management and general $7,237 · fundraising $6,764
-
10 · Payroll taxes
total $117,665 · program services $78,749 · management and general $20,115 · fundraising $18,801
-
11c · Fees: accounting
total $34,286 · management and general $34,286
-
11g · Fees: other
total $16,004 · program services $6,076 · management and general $2,458 · fundraising $7,470
-
12 · Advertising and promotion
total $21,880 · program services $6,032 · management and general $263 · fundraising $15,585
-
13 · Office expenses
total $132,309 · program services $91,927 · management and general $25,948 · fundraising $14,434
-
16 · Occupancy
total $292,591 · program services $279,573 · management and general $6,733 · fundraising $6,285
-
17 · Travel
total $29,247 · program services $23,781 · management and general $1,278 · fundraising $4,188
-
19 · Conferences, conventions and meetings
total $18,272 · program services $1,947 · management and general $14,788 · fundraising $1,537
-
22 · Depreciation, depletion and amortization
total $427,729 · program services $419,704 · management and general $3,497 · fundraising $4,528
-
23 · Insurance
total $47,344 · program services $45,968 · management and general $438 · fundraising $938
-
24a · Other expenses: EDUCATIONAL MATERIALS
total $419,331 · program services $419,331
-
24b · Other expenses: DIRECT BENEFITS TO DONORS
total $180,058 · program services $180,058
-
24c · Other expenses: PROGRAM & SUPPORT FEES
total $132,038 · program services $92,815 · management and general $12,386 · fundraising $26,837
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,951,193 · end of year $2,286,864
-
2 · Savings and temporary cash investments
beginning of year $407,379 · end of year $1,208,504
-
3 · Pledges and grants receivable
beginning of year $3,094,536 · end of year $2,496,324
-
8 · Inventories for sale or use
beginning of year $125,411 · end of year $73,513
-
9 · Prepaid expenses and deferred charges
beginning of year $33,258 · end of year $26,640
-
10a · Land, buildings and equipment: cost or other basis
$4,607,534
-
10b · Land, buildings and equipment: accumulated depreciation
$1,296,960
-
10c · Land, buildings and equipment, net
beginning of year $3,541,090 · end of year $3,310,574
-
12 · Investments: other securities
beginning of year $272,969 · end of year $308,392
-
15 · Other assets
beginning of year $70,727 · end of year $21,853
-
17 · Accounts payable and accrued expenses
beginning of year $227,107 · end of year $89,161
-
19 · Deferred revenue
beginning of year $10,000 · end of year $52,800
-
25 · Other liabilities
beginning of year $71,765 · end of year $22,105
-
27 · Net assets without donor restrictions
beginning of year $5,741,198 · end of year $5,911,713
-
28 · Net assets with donor restrictions
beginning of year $4,446,493 · end of year $3,656,885
Mission and programs · 2023
Mission
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY VIA PARTNERSHIPS WITH BUSINESS, SCHOOLS AND VOLUNTEERS. TO TEACH KEY CONCEPTS OF WORK READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
AT JUNIOR ACHIEVEMENT, WE BELIEVE IN POSSIBILITIES. BY BUILDING A WIDE RANGE OF SKILLS AND NURTURING SELF-BELIEF THROUGH VOLUNTEERS SERVING AS MENTORS, JUNIOR ACHIEVEMENT PREPARES YOUNG PEOPLE FOR THE FUTURE OF WORK, TEACHES THEM HOW TO THINK ENTREPRENEURIALLY, AND ENSURES THEY HAVE THE TOOLS TO BE FINANCIALLY CAPABLE ADULTS. OUR MISSION IS TO EMPOWER YOUNG PEOPLE TO DISCOVER THEIR PURPOSE. WE HELP STUDENTS CONNECT WHAT THEYRE LEARNING IN SCHOOL WITH LIFE OUTSIDE THE CLASSROOM. WE FACILITATE A DEEPER UNDERSTANDING OF HOW THE WORLD WORKS, ENCOURAGE OUR YOUTH TO INVEST IN THEIR FUTURES, AND INSPIRE THEM TO FOLLOW THEIR DREAMS. JUNIOR ACHIEVEMENTS IN-CLASS PROGRAMS ARE INNOVATIVE, HANDS-ON LEARNING EXPERIENCES THAT EQUIP STUDENTS WITH THE SKILLS THEY NEED TO SUCCEED IN THE WORKFORCE AND IN LIFE. THE CURRICULUM IS FOCUSED ON FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORK READINESS AND IS FACILITATED BY VOLUNTEERS WHO MENTOR, INSPIRE, AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THESE VOLUNTEERS COME FROM ALL WALKS OF LIFE; THEY ARE COMMUNITY MEMBERS, PARENTS, BUSINESS LEADERS, RETIREES, AND COLLEGE STUDENTS AND WE KNOW THE CONNECTION WITH THEM IS MAKING THE DIFFERENCE, ESPECIALLY TO OUR MOST AT- RISK STUDENTS. A RECENT JA ALUMNI STUDY REPORTS 56% OF OUR ALUMNI HAVE WORKED OR ARE CURRENTLY WORKING IN THE SAME FIELD AS ONE OF THEIR JA VOLUNTEERS. JUNIOR ACHIEVEMENT'S PROGRAMS ARE ESPECIALLY IMPACTFUL TO OUR AT-RISK STUDENTS WHO SELDOM SEE THE VARIOUS CAREER OPPORTUNITIES AVAILABLE TO THEM IN THEIR FUTURE. THE SPENCER F. ECCLES JA CITY IN SALT LAKE HAS SERVED STUDENTS SINCE 2007, AND WE ARE PLEASED TO ANNOUNCE THAT WE OPENED A SECOND LOCATION, WOODBURY JA CITY IN OREM, IN THE SPRING OF 2023. TOGETHER, THE TWO JA CITIES HOST OVER 19,000 FIFTH AND EIGHTH GRADE STUDENTS ANNUALLY AND ARE EACH HOME TO STOREFRONTS AND KIOSKS SPONSORED BY LOCAL BUSINESSES. EACH JA CITY IS A 10,000 SQUARE FOOT LEARNING FACILITY, AND STUDENTS BRING THESE SPACES TO LIFE AS THEY LEARN ABOUT 21ST CENTURY SKILLS INCLUDING CRITICAL THINKING, COLLABORATION, CREATIVITY, PROBLEM SOLVING, FINANCIAL LITERACY, AND COMMUNICATION, BOTH FROM A BUSINESS AND PERSONAL PERSPECTIVE. JA CITY HOSTS TWO VIBRANT EXPERIENCES: JA BIZTOWN AND JA FINANCE PARK. THE JA BIZTOWN INTERACTIVE PROGRAM CREATES AN UNMATCHED EXPERIENCE WHERE FIFTH GRADE STUDENTS PARTICIPATE IN A SIMULATED ECONOMY AND TAKE ON THE CHALLENGE OF OPERATING A BUSINESS. STUDENTS NOT ONLY LEARN THE INTRICACIES OF BEING A PROFESSIONAL AND MEMBER OF THE COMMUNITY, BUT ALSO DISCOVER THE ABUNDANCE OF OPPORTUNITIES AVAILABLE WITHIN THEIR CITY. AT JA FINANCE PARK, STUDENTS HAVE THE RARE OPPORTUNITY TO EXPERIENCE THEIR PERSONAL FINANCIAL FUTURES FIRST-HAND. EIGHTH GRADE STUDENTS ARE GIVEN A PERSONAL SCENARIO IN AN IMMERSIVE SIMULATION THAT ENABLES THEM TO DEVELOP SKILLS TO SUCCESSFULLY NAVIGATE OUR COMPLEX ECONOMIC ENVIRONMENT AND DISCOVER HOW DECISIONS MADE TODAY CAN IMPACT TOMORROW AND A LIFETIME. JUNIOR ACHIEVEMENT OF UTAH AND JUNIOR ACHIEVEMENT OF IDAHO JOINED IN 2022, AND TOGETHER THEY ARE COMMITTED TO PROVIDING QUALITY EDUCATION TO UTAHS AND IDAHOS STUDENTS.
Expenses $2,656,261 · Revenue $350,545
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Christy TribeCHRISTY TRIBE
PRESIDENT &
- Total calculated
- $212,501
- From this org
- $202,551
- From related orgs
- $0
- Other
- $9,950
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,551
- Bonus
- not reported
- Other
- not reported
- Deferred
- $9,950
- Nontaxable benefits
- not reported
- Filer's total
- $212,501
-
Kristy KnechtKRISTY KNECHT
COO
- Total calculated
- $116,270
- From this org
- $102,240
- From related orgs
- $0
- Other
- $14,030
- Hours/week
- 35
-
Jaime ArgyleJAIME ARGYLE
CDO
- Total calculated
- $104,189
- From this org
- $99,252
- From related orgs
- $0
- Other
- $4,937
- Hours/week
- 40
-
Kevin GrimmettKEVIN GRIMMETT
CFO
- Total calculated
- $74,220
- From this org
- $74,220
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
Brett AndersonBRETT ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nathan AndersonNATHAN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tommy AugerTOMMY AUGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josh BaxterJOSH BAXTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leslie BellLESLIE BELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Travis BetensonTRAVIS BETENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clint BettsCLINT BETTS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron BlankensteinAARON BLANKENSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas BradyTHOMAS BRADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vance CheckettsVANCE CHECKETTS
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mike ChristensenMIKE CHRISTENSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phil CofieldPHIL COFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William ComeauWILLIAM COMEAU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer CovingtonJENNIFER COVINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane Ann CraigJANE ANN CRAIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nicole CushingNICOLE CUSHING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve DalySTEVE DALY
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Brian EppersonBRIAN EPPERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dustin EvansDUSTIN EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark FjeldstedMARK FJELDSTED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brinton FrisbyBRINTON FRISBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brandon FugalBRANDON FUGAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill GallagherBILL GALLAGHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Landen GarnerLANDEN GARNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anita GarrettANITA GARRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anthony GodfreyANTHONY GODFREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terry GrantTERRY GRANT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim HannayKIM HANNAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda HowellLINDA HOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wayne Cederholm IIIWAYNE CEDERHOLM III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dave JacobsDAVE JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Micah JohnstonMICAH JOHNSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean JolleySEAN JOLLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Korry KiefferKORRY KIEFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela KramerANGELA KRAMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim LaukkaTIM LAUKKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jon LiechtyJON LIECHTY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul LudlowPAUL LUDLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Victoria LumanVICTORIA LUMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan MartinRYAN MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dennis McDowellDENNIS MCDOWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Hugh MeadowsHUGH MEADOWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven MorrisonSTEVEN MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard NelsonRICHARD NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marlo OaksMARLO OAKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris OkawaCHRIS OKAWA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ron OstlerRON OSTLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shawn PackardSHAWN PACKARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brandt PageBRANDT PAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bracken PalmerBRACKEN PALMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christi PalmerCHRISTI PALMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gavin PayneGAVIN PAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chance PenningtonCHANCE PENNINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alysa PetersonALYSA PETERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kathyann PlayerKATHYANN PLAYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason PriceJASON PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles PughCHARLES PUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brady RasmussenBRADY RASMUSSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott RiceSCOTT RICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott SchmidtSCOTT SCHMIDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert ScottROBERT SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brad ShaferBRAD SHAFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff SmithJEFF SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lori SmithLORI SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William SpencerWILLIAM SPENCER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David StahlDAVID STAHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason SterzerJASON STERZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael StevensMICHAEL STEVENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Logan StuckiLOGAN STUCKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy ToyamaJEREMY TOYAMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean TuttleSEAN TUTTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert WalkerROBERT WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa WankMELISSA WANK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Liz WarnerLIZ WARNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott WestSCOTT WEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie WhiteSTEPHANIE WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ben WisemanBEN WISEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
McKell WithersMCKELL WITHERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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, PAGE 1, PART I, LINE 7
- BONUSES WERE PAID BASED ON EMPLOYEE EVALUATIONS AND PERFORMANCE.
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
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511359349314701
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