Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC.
Totals
- Total revenue
- $7,155,634
- Total expenses
- $5,998,572
- Contributions and grants received
- $4,527,615
- Grants paid
- $69,460
- Program service revenue
- $750,300
- Investment income
- $1,891,609
- Other revenue
- -$13,890
- Total assets, end of year
- $26,994,256
- Total liabilities, end of year
- $624,584
- Net assets or fund balances, end of year
- $26,369,672
- Program services expenses (Part IX)
- $4,627,709
- Management and general expenses
- $557,695
- Fundraising expenses
- $813,168
- Program service expenses (Part III)
- $4,627,709
Program services were 77.1% 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
$1,576,084
-
1e · Government grants (contributions)
$10,000
-
1f · All other contributions, gifts and grants
$2,941,531
-
1g · Noncash contributions included above
$164,347
-
2a · Program service revenue: Class fees
total $750,300 · related or exempt $750,300
-
3 · Investment income
total $566,849 · excluded $566,849
-
7a · Gross sales of assets other than inventory
securities $2,311,163 · other assets $1,956,854
-
7b · Less cost or other basis and sales expenses
securities $2,369,400 · other assets $573,857
-
7c · Gain or loss
securities -$58,237 · other assets $1,382,997
-
7d · Net gain or loss
total $1,324,760 · excluded $1,324,760
-
8a · Fundraising events: gross income
$376,077
-
8a · Fundraising events: contributions included on line 1c
$1,576,084
-
8b · Fundraising events: direct expenses
$389,967
-
8c · Net income from fundraising events
total -$13,890 · excluded -$13,890
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $69,460 · program services $69,460
-
5 · Compensation of officers, directors and key employees
total $745,225 · program services $611,214 · management and general $47,764 · fundraising $86,247
-
7 · Other salaries and wages
total $2,178,258 · program services $1,598,265 · management and general $201,490 · fundraising $378,503
-
8 · Pension plan contributions
total $52,051 · program services $38,112 · management and general $4,852 · fundraising $9,087
-
9 · Other employee benefits
total $328,340 · program services $246,611 · management and general $29,563 · fundraising $52,166
-
10 · Payroll taxes
total $205,974 · program services $155,498 · management and general $17,684 · fundraising $32,792
-
11c · Fees: accounting
total $57,135 · management and general $57,135
-
11f · Fees: investment management
total $60,670 · management and general $60,670
-
11g · Fees: other
total $63,798 · program services $49,200 · management and general $14,598
-
13 · Office expenses
total $68,708 · program services $11,635 · management and general $53,509 · fundraising $3,564
-
14 · Information technology
total $153,293 · program services $124,193 · management and general $3,926 · fundraising $25,174
-
16 · Occupancy
total $146,330 · program services $110,140 · management and general $5,256 · fundraising $30,934
-
17 · Travel
total $29,209 · program services $18,462 · management and general $5,094 · fundraising $5,653
-
21 · Payments to affiliates
total $62,611 · program services $47,126 · management and general $2,249 · fundraising $13,236
-
22 · Depreciation, depletion and amortization
total $117,962 · program services $88,788 · management and general $4,237 · fundraising $24,937
-
23 · Insurance
total $72,435 · program services $64,485 · management and general $1,155 · fundraising $6,795
-
24a · Other expenses: Program materials
total $686,899 · program services $686,899
-
24b · Other expenses: Enrichment program
total $649,972 · program services $649,972
-
24c · Other expenses: Event expenses
total $159,866 · program services $15,786 · fundraising $144,080
-
24d · Other expenses: Recruiting and training
total $90,376 · program services $41,863 · management and general $48,513
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $357,469 · end of year $1,684,719
-
2 · Savings and temporary cash investments
beginning of year $51,986 · end of year $22,686
-
3 · Pledges and grants receivable
beginning of year $11,226,136 · end of year $7,019,970
-
4 · Accounts receivable
beginning of year $166,735 · end of year $135,493
-
9 · Prepaid expenses and deferred charges
beginning of year $65,585 · end of year $73,170
-
10a · Land, buildings and equipment: cost or other basis
$3,555,668
-
10b · Land, buildings and equipment: accumulated depreciation
$1,906,156
-
10c · Land, buildings and equipment, net
beginning of year $1,678,996 · end of year $1,649,512
-
11 · Investments: publicly traded securities
beginning of year $11,400,948 · end of year $16,253,312
-
15 · Other assets
beginning of year $1,724 · end of year $155,394
-
17 · Accounts payable and accrued expenses
beginning of year $247,759 · end of year $265,037
-
18 · Grants payable
beginning of year $134,000 · end of year $117,000
-
19 · Deferred revenue
beginning of year $148,996 · end of year $154,391
-
25 · Other liabilities
beginning of year $0 · end of year $88,156
-
27 · Net assets without donor restrictions
beginning of year $8,024,266 · end of year $9,806,500
-
28 · Net assets with donor restrictions
beginning of year $16,394,558 · end of year $16,563,172
Mission and programs · 2023
Mission
Junior Achievement's mission is to inspire and prepare young people to succeed in a global economy.
Activities or mission (Part I)
Junior Achievement of Southeast Texas helps prepare today's students for a bright future.
-
Junior Achievement of Southeast Texas (JASET) shares and operates with the USA Organization in developing, promoting, financing, supervising, and administering education programs. These education programs provide youth with practical and realistic education and experience in the private enterprise and economic system. During the year ending June 30, 2024, 102,273 students participated in the programs.See Schedule O.High School: High school programs offer students opportunities to learn about business, the global economy, saving and investing, careers, and interpersonal skills. In addition, students can form and run their own companies, work with various online computer simulations, and hear about the world from positive adult role models. Middle Grades: Students in the middle grades receive lessons on the global marketplace, budgeting, choosing a career based on skills, or learning about economics through history. Students are also encouraged to continue their education past high school to better prepare for the future. The Finance Park program develops students' money management skills, provides personal finance knowledge, and prepares them for their adult lives' financial decisions and challenges.Elementary School: Elementary school programs focus on students' future roles as citizens, workers, and consumers; and emphasize the usefulness of school skills in everyday life and the importance of staying in school. For example, the Capstone program for elementary school, JA Biztown, prepares students to run their city with lessons taught in the classroom, followed by a 5-hour visit to the JA Biztown facility where students participate in an economic simulation of a city day.
Expenses $4,627,709 · Grants $69,460 · Revenue $750,300
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Niloufar Molavi
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Michele McNichol
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Bill Swanstrom
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Frank Steininger
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Lina Amador
Director
- Total calculated
- $0
- Hours/week
- 1
-
Camilo Amnezquita
Director
- Total calculated
- $0
- Hours/week
- 1
-
Evelyn Angelle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pierre Aristide
Director
- Total calculated
- $0
- Hours/week
- 1
-
Hami Arrington
Director
- Total calculated
- $0
- Hours/week
- 1
-
Duke Austin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sidney Barrau
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly Barta
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tracy Beam
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tom Behanick
Director
- Total calculated
- $0
- Hours/week
- 1
-
Juliet Breeze
Director
- Total calculated
- $0
- Hours/week
- 1
-
Danny Brown
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deric Bryant
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan Bucholtz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nick Buckner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sue Burnett
Director
- Total calculated
- $0
- Hours/week
- 1
-
Darin Carroll
Director
- Total calculated
- $0
- Hours/week
- 1
-
Albert Chao
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard Cisneros
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe Connelly
Director
- Total calculated
- $0
- Hours/week
- 1
-
Juan Cuesta
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bradley Dodson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adam Drutz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keven Dunphy
Director
- Total calculated
- $0
- Hours/week
- 1
-
Greg Ebel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Greg Engel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Darren Ercolani
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kola Fagbayi
Director
- Total calculated
- $0
- Hours/week
- 1
-
Larry Franco
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bob Franklin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Greg Garland
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mewael Ghebremichael
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mike Graff
Director
- Total calculated
- $0
- Hours/week
- 1
-
Todd Gregory
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jarin Hansen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard Heo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Georganne Hodges
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ron Holloway PhD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andy Hull
Director
- Total calculated
- $0
- Hours/week
- 1
-
Preeti Jain
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robbie Jones
Director
- Total calculated
- $0
- Hours/week
- 1
-
Luke Keller
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe Kelly
Director
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth Killinger
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dan Kimmel
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Kuehn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Holli Ladhani
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joel Lambert
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Lashier
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathy Lehne
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Lionberger
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Macklin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paul Marsden
Director
- Total calculated
- $0
- Hours/week
- 1
-
Janette Marx
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bruce McCullough
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael McMurray
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Miers
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Miller
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brett Mossman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Moye
Director
- Total calculated
- $0
- Hours/week
- 1
-
Praveen Naik
Director
- Total calculated
- $0
- Hours/week
- 1
-
Curtis Null
Director
- Total calculated
- $0
- Hours/week
- 1
-
Colin O'Beirne
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Odom
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sandra Oliver
Director
- Total calculated
- $0
- Hours/week
- 1
-
Daron Peschel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jamie Pierce
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gregg Piontek
Director
- Total calculated
- $0
- Hours/week
- 1
-
Manuel Prieto
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathy Pritchard
Director
- Total calculated
- $0
- Hours/week
- 1
-
Scott Prochazka
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lees Rodionov
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tony Saucedo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Roland Sauermann
Director
- Total calculated
- $0
- Hours/week
- 1
-
Julie Sheppard
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sandeep Singhal
Director
- Total calculated
- $0
- Hours/week
- 1
-
Humberto Sirvent
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Skinner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Larry Stephens
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dave Stover
Director
- Total calculated
- $0
- Hours/week
- 1
-
Laura Tibodeau
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marc Vandermeer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bret VanderVoort ARM
Director
- Total calculated
- $0
- Hours/week
- 1
-
Greg Vesey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Carol Warley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Eli Warren
Director
- Total calculated
- $0
- Hours/week
- 1
-
Clint Woods
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ellis Wyms
Director
- Total calculated
- $0
- Hours/week
- 1
-
Melinda Yee
Director
- Total calculated
- $0
- Hours/week
- 1
-
Deanna Young
Director
- Total calculated
- $0
- Hours/week
- 1
-
Victor Zapata
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joseph C Burke
President
- Total calculated
- $478,965
- From this org
- $445,918
- From related orgs
- $0
- Other
- $33,047
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $356,918
- Bonus
- $89,000
- Other
- $0
- Deferred
- $11,550
- Nontaxable benefits
- $21,497
- Filer's total
- $478,965
-
DeJeania E Jones
VP, Capstone Programs
- Total calculated
- $137,407
- From this org
- $111,004
- From related orgs
- $0
- Other
- $26,403
- Hours/week
- 40
-
Necole Caldwell
VP, Education
- Total calculated
- $128,404
- From this org
- $102,111
- From related orgs
- $0
- Other
- $26,293
- 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
- 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)
- Part I, Line 7
- The Board approved a discretionary bonus for the President based solely on his performance in managing the operation and to achieve a total competitive compensation package for an experienced President running an organization the size of Junior Achievement of Southeast Texas in Houston, Texas.
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
- 4 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540949349300124
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