Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF DALLAS INC.
Totals
- Total revenue
- $2,131,227
- Total expenses
- $3,089,755
- Contributions and grants received
- $2,308,147
- Grants paid
- $5,000
- Program service revenue
- $60,280
- Investment income
- -$19,935
- Other revenue
- -$217,265
- Total assets, end of year
- $5,540,144
- Total liabilities, end of year
- $210,501
- Net assets or fund balances, end of year
- $5,329,643
- Program services expenses (Part IX)
- $2,393,471
- Management and general expenses
- $261,463
- Fundraising expenses
- $434,821
- Program service expenses (Part III)
- $2,393,471
Program services were 77.5% 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.
-
1c · Fundraising events
$983,106
-
1e · Government grants (contributions)
$15,639
-
1f · All other contributions, gifts and grants
$1,309,402
-
1g · Noncash contributions included above
$328
-
2a · Program service revenue: PROGRAM FEES
total $60,280 · related or exempt $60,280
-
3 · Investment income
total $21,618 · excluded $21,618
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $302,410
-
7b · Less cost or other basis and sales expenses
securities $343,963
-
7c · Gain or loss
securities -$41,553
-
7d · Net gain or loss
total -$41,553 · excluded -$41,553
-
8a · Fundraising events: gross income
$107,055
-
8a · Fundraising events: contributions included on line 1c
$983,106
-
8b · Fundraising events: direct expenses
$324,320
-
8c · Net income from fundraising events
total -$217,265 · excluded -$217,265
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $5,000 · program services $5,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $277,899 · program services $194,529 · management and general $55,580 · fundraising $27,790
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,435,604 · program services $1,037,398 · management and general $115,441 · fundraising $282,765
-
8 · Pension plan contributions
total $45,855 · program services $31,482 · management and general $4,116 · fundraising $10,257
-
9 · Other employee benefits
total $175,511 · program services $121,828 · management and general $15,999 · fundraising $37,684
-
10 · Payroll taxes
total $124,859 · program services $87,401 · management and general $12,486 · fundraising $24,972
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $12,182 · management and general $12,182
-
11g · Fees: other
total $298,509 · program services $271,067 · management and general $6,981 · fundraising $20,461
-
12 · Advertising and promotion
total $11,833 · program services $10,683 · management and general $805 · fundraising $345
-
13 · Office expenses
total $27,350 · program services $23,459 · management and general $1,851 · fundraising $2,040
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $13,447 · program services $11,564 · management and general $637 · fundraising $1,246
-
17 · Travel
total $33,202 · program services $27,469 · management and general $1,945 · fundraising $3,788
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $95,133 · program services $88,686 · management and general $3,393 · fundraising $3,054
-
23 · Insurance
total $7,409 · program services $6,891 · management and general $296 · fundraising $222
-
24a · Other expenses: LICENSE FEE
total $309,890 · program services $274,091 · management and general $22,603 · fundraising $13,196
-
24b · Other expenses: PROGRAM MATERIALS
total $94,585 · program services $94,585
-
24c · Other expenses: SUBSCRIPTIONS & DUES
total $48,053 · program services $45,650 · management and general $1,442 · fundraising $961
-
24d · Other expenses: RECRUITING & RELOCATION
total $18,495 · program services $15,721 · management and general $1,849 · fundraising $925
-
24e · All other expenses
total $54,939 · program services $45,967 · management and general $3,857 · fundraising $5,115
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,928,514 · end of year $743,128
-
2 · Savings and temporary cash investments
beginning of year $194,516 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $1,736,449 · end of year $1,278,107
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $20,896 · end of year $600
-
10a · Land, buildings and equipment: cost or other basis
$1,124,375
-
10b · Land, buildings and equipment: accumulated depreciation
$312,269
-
10c · Land, buildings and equipment, net
beginning of year $761,899 · end of year $812,106
-
11 · Investments: publicly traded securities
beginning of year $1,671,082 · end of year $2,645,513
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $93,105 · end of year $60,690
-
17 · Accounts payable and accrued expenses
beginning of year $210,174 · end of year $149,255
-
24 · Unsecured notes and loans payable
beginning of year $25,000
-
25 · Other liabilities
beginning of year $93,383 · end of year $61,246
-
27 · Net assets without donor restrictions
beginning of year $4,443,700 · end of year $3,749,315
-
28 · Net assets with donor restrictions
beginning of year $1,634,204 · end of year $1,580,328
Mission and programs · 2023
Mission
JUNIOR ACHIEVEMENT IS A NONPROFIT ORGANIZATION THAT PROMOTES INTEREST IN THE FREE ENTERPRISE SYSTEM AMONG ELEMENTARY SCHOOL, MIDDLE SCHOOL, AND HIGH SCHOOL STUDENTS OF NORTHEAST TEXAS AREA SCHOOLS.
-
JUNIOR ACHIEVEMENT OF DALLAS PROVIDES VARIOUS CURRICULA TAUGHT BY LOCAL VOLUNTEERS TO HELP INTRODUCE STUDENTS TO THE WORLD OF BUSINESS AND FREE ENTERPRISE. WE SERVE STUDENTS IN ELEMENTARY SCHOOL, MIDDLE SCHOOL AND HIGH SCHOOL.
Expenses $2,393,471 · Grants $5,000 · Revenue $60,280
As filed on the 2023 return.
Listed in Part VII
-
JAN MURFIELD-PARTIAL YEAR
President
- Total calculated
- $254,974
- From this org
- $226,400
- From related orgs
- $0
- Other
- $28,574
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,779
- Bonus
- not reported
- Other
- $21,621
- Deferred
- $8,755
- Nontaxable benefits
- $19,819
- Filer's total
- $254,974
-
Tokisha Bruno
VP of Education
- Total calculated
- $149,499
- From this org
- $133,534
- From related orgs
- $0
- Other
- $15,965
- Hours/week
- 40
-
KEITH VINSON-PARTIAL YEAR
President
- Total calculated
- $26,837
- From this org
- $24,890
- From related orgs
- $0
- Other
- $1,947
- Hours/week
- 40
-
COREY ANTHONY
Director
- Total calculated
- $0
- Hours/week
- 1
-
LINDY AUSTIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH BRYANT
SEC./TREAS.
- Total calculated
- $0
- Hours/week
- 1
-
PETER BURNS
Director
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA BRUNER
Director
- Total calculated
- $0
- Hours/week
- 1
-
TAYLOR DEVES
Director
- Total calculated
- $0
- Hours/week
- 1
-
JAMES COLLINS
Director
- Total calculated
- $0
- Hours/week
- 1
-
JASON CRAMER
IMM PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MENTOR BERISHA
Director
- Total calculated
- $0
- Hours/week
- 1
-
JEFF ELLIOTT
Director
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL DOYLE
Director
- Total calculated
- $0
- Hours/week
- 1
-
BETH GARVEY
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
VIPIN GUPTA
Director
- Total calculated
- $0
- Hours/week
- 1
-
ZACH HUNTER
Director
- Total calculated
- $0
- Hours/week
- 1
-
DARRELL JOHNSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE LEIB
Director
- Total calculated
- $0
- Hours/week
- 1
-
XIMENA ROA
Director
- Total calculated
- $0
- Hours/week
- 1
-
JASON JANNING
Director
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN KEMP
Director
- Total calculated
- $0
- Hours/week
- 1
-
DAVID LITTLE
Director
- Total calculated
- $0
- Hours/week
- 1
-
TRACY MERZI
Director
- Total calculated
- $0
- Hours/week
- 1
-
TODD PATRICK
Director
- Total calculated
- $0
- Hours/week
- 1
-
WENDY STEWART
Director
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN TIGH
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
ASHLEY CAMPFIELD
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTIE STANLEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS DIXON
Director
- Total calculated
- $0
- Hours/week
- 1
-
PAUL SULLIVAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
DANYEL SURRENCY-JONES
Director
- Total calculated
- $0
- Hours/week
- 1
-
BEATRICE KELLY
Director
- Total calculated
- $0
- Hours/week
- 1
-
JULIE LENGYON
Director
- Total calculated
- $0
- Hours/week
- 1
-
AMANDA TAVACKOLI
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN RUBY
Director
- Total calculated
- $0
- Hours/week
- 1
-
MARK THOMPSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS LATURNO-FROM 524
President & CEO
- Total calculated
- $0
- 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 committee
- 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
- 12 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530719349300718
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.