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Nonprofiteer
← JUNIOR ACHIEVEMENT USA

Form 990 for tax year 2023

Filed by JUNIOR ACHIEVEMENT USA.

Totals

Total revenue
$3,567,122
Total expenses
$4,881,021
Contributions and grants received
$2,845,648
Grants paid
$0
Program service revenue
$468,267
Investment income
$351,898
Other revenue
-$98,691
Total assets, end of year
$13,515,179
Total liabilities, end of year
$7,117,793
Net assets or fund balances, end of year
$6,397,386
Program services expenses (Part IX)
$2,933,003
Management and general expenses
$1,117,743
Fundraising expenses
$830,275
Program service expenses (Part III)
$2,933,003

Program services were 60.1% 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

    $904,051

  • 1f · All other contributions, gifts and grants

    $1,941,597

  • 1g · Noncash contributions included above

    $76,525

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $468,267 · related or exempt $468,267

  • 3 · Investment income

    total $351,898 · excluded $351,898

  • 8a · Fundraising events: gross income

    $233,505

  • 8a · Fundraising events: contributions included on line 1c

    $904,051

  • 8b · Fundraising events: direct expenses

    $332,196

  • 8c · Net income from fundraising events

    total -$98,691 · excluded -$98,691

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $477,597 · program services $215,091 · management and general $153,794 · fundraising $108,712

  • 7 · Other salaries and wages

    total $2,086,123 · program services $939,506 · management and general $671,770 · fundraising $474,847

  • 8 · Pension plan contributions

    total $43,392 · program services $19,542 · management and general $13,973 · fundraising $9,877

  • 9 · Other employee benefits

    total $156,036 · program services $70,272 · management and general $50,247 · fundraising $35,517

  • 10 · Payroll taxes

    total $248,518 · program services $111,923 · management and general $80,027 · fundraising $56,568

  • 11c · Fees: accounting

    total $33,150 · program services $4,887 · management and general $16,168 · fundraising $12,095

  • 11f · Fees: investment management

    total $8,615 · program services $1,270 · management and general $4,202 · fundraising $3,143

  • 11g · Fees: other

    total $30,098 · program services $4,437 · management and general $14,680 · fundraising $10,981

  • 13 · Office expenses

    total $28,700 · program services $23,015 · management and general $4,035 · fundraising $1,650

  • 14 · Information technology

    total $137,400 · program services $40,473 · management and general $78,347 · fundraising $18,580

  • 16 · Occupancy

    total $747,803 · program services $747,803

  • 17 · Travel

    total $19,878 · program services $19,413 · management and general $257 · fundraising $208

  • 19 · Conferences, conventions and meetings

    total $21,502 · program services $7,446 · management and general $8,464 · fundraising $5,592

  • 20 · Interest

    total $20,666 · management and general $20,666

  • 22 · Depreciation, depletion and amortization

    total $53,592 · program services $53,592

  • 23 · Insurance

    total $33,885 · fundraising $33,885

  • 24a · Other expenses: LICENSE FEE

    total $398,195 · program services $398,195

  • 24b · Other expenses: MISCELLANEOUS PROGRAM E

    total $191,954 · program services $191,954

  • 24c · Other expenses: IN-KIND EXPENSES

    total $57,716 · fundraising $57,716

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $6,390 · program services $6,240 · management and general $83 · fundraising $67

  • 24e · All other expenses

    total $79,811 · program services $77,944 · management and general $1,030 · fundraising $837

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $856,873 · end of year $184,506

  • 2 · Savings and temporary cash investments

    beginning of year $20 · end of year $20

  • 3 · Pledges and grants receivable

    beginning of year $1,516,185 · end of year $1,553,497

  • 4 · Accounts receivable

    beginning of year $215,934 · end of year $205,576

  • 9 · Prepaid expenses and deferred charges

    beginning of year $58,970 · end of year $94,049

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

    $649,567

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

    $475,617

  • 10c · Land, buildings and equipment, net

    beginning of year $154,615 · end of year $173,950

  • 11 · Investments: publicly traded securities

    beginning of year $5,962,299 · end of year $5,373,656

  • 15 · Other assets

    beginning of year $6,289,314 · end of year $5,929,925

  • 17 · Accounts payable and accrued expenses

    beginning of year $246,222 · end of year $223,801

  • 19 · Deferred revenue

    beginning of year $101,412 · end of year $105,235

  • 23 · Secured mortgages and notes payable

    beginning of year $6,995,291 · end of year $6,788,757

  • 27 · Net assets without donor restrictions

    beginning of year $5,163,240 · end of year $3,514,071

  • 28 · Net assets with donor restrictions

    beginning of year $2,548,045 · end of year $2,883,315

Mission and programs · 2023

Mission

JUNIOR ACHIEVEMENT'S PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROVEN LESSONS IN FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP ALIGN WITH NATIONAL AND STATE STANDARDS, AND POSITIVELY IMPACT THE LIVES OF YOUNG PEOPLE.

Activities or mission (Part I)

JUNIOR ACHIEVEMENT OF WASHINGTON EDUCATES AND INSPIRES YOUNG PEOPLE TO VALUE FREE ENTERPRISE, BUSINESS AND ECONOMICS IN ORDER TO IMPROVE THE QUALITY OF THEIR LIVES AND CREATE WORKFORCE READY ADULTS. JA PROVIDES IN-SCHOOL EDUCATIONAL PROGRAMS WITH VOLUNTEER INSTRUCTORS FOR GRADES K-12 AND ON-SITE LEARNING EXPERIENCE AT JA WORLD IN CENTRAL AND WESTERN WASHINGTON.

  • 2,695 VOLUNTEERS HELPED JUNIOR ACHIEVEMENT BRING LIFE-CHANGING SKILLS IN FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURSHIP TO 47,132 STUDENTS IN ELEMENTARY, MIDDLE, AND HIGH SCHOOL PROGRAMS WITH EXPANDED OUTREACH TO YOUNG ADULTS (18YR-25YR) THROUGHOUT WA AND NORTHERN IDAHO.

    Expenses $1,246,867

  • OUR EDUCATION CENTER PROVIDES EXPERIENTIAL LEARNING EXPERIENCES, HELPING STUDENTS EXPERIENCE AND UNDERSTAND THE REAL WORLD. IN JA BIZTOWN, STUDENTS OPERATE A CITY. IN JA FINANCE PARK, STUDENTS SIMULATE ADULT LIFE, LEARNING ABOUT BUDGETING AND PERSONAL FINANCE.

    Expenses $1,686,136 · Revenue $468,267

As filed on the 2023 return.

Listed in Part VII

  • TIM TASKER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY METOYER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN WILLIAMS

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1

  • GILBERT ALVAREZ

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMY BANOVICH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUG BEIGHLE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRAD BERG

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TARA BROWN

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER BURRIS

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STACY CRIM

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LENORE DROLLINGER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMBER EIKEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANDREW FARRELL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MEGAN GEBHARDT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HANER

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MATT HENDERSON

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TIM HOEFEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEANNE JONES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID LARKIN

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RON LYNCH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM MCDERMET

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STAN MCNAUGHTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRANDI MOREIRA

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MATT NELSON

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SEAN O'HEIR

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • FRANCESCA PERI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRANDON ROSE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA STIRGUS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAINE SWATI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOAN WANG

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARYETTA WILLIAMS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID WISE

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALLIE WITTENBERGER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOEL YEAGER

    REGIONAL CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATRINA ZAMETS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NATALIE VEGA O'NEIL

    JAWA CEO

    Total calculated
    $451,952
    From this org
    $432,291
    From related orgs
    $0
    Other
    $19,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $432,291
    Bonus
    $0
    Other
    $0
    Deferred
    $10,145
    Nontaxable benefits
    $9,516
    Filer's total
    $451,952

  • BARBIE SEIFERT

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $166,973
    From this org
    $153,150
    From related orgs
    $0
    Other
    $13,823
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,150
    Bonus
    $0
    Other
    $0
    Deferred
    $5,967
    Nontaxable benefits
    $7,856
    Filer's total
    $166,973

  • ROSE BARTLETT

    CHIEF FINACIAL OFFICER

    Total calculated
    $161,430
    From this org
    $146,860
    From related orgs
    $0
    Other
    $14,570
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,860
    Bonus
    $0
    Other
    $0
    Deferred
    $5,866
    Nontaxable benefits
    $8,704
    Filer's total
    $161,430

  • JAN M O'CONNELL

    CHIEF OF STAFF

    Total calculated
    $151,683
    From this org
    $145,849
    From related orgs
    $0
    Other
    $5,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,849
    Bonus
    $0
    Other
    $0
    Deferred
    $5,834
    Nontaxable benefits
    $0
    Filer's total
    $151,683

  • JASON BERRY

    VP IMPACT & INNOVATION

    Total calculated
    $131,149
    From this org
    $119,869
    From related orgs
    $0
    Other
    $11,280
    Hours/week
    40

  • TAMMY R LAYTON-NEESE

    VP FINANCE & HR

    Total calculated
    $132,830
    From this org
    $119,010
    From related orgs
    $0
    Other
    $13,820
    Hours/week
    40

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 survey or study
  • 3 · Approval by the board or compensation committee

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
202541349349312119

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