Form 990 for tax year 2024
Filed by JUNIOR ACHIEVEMENT OF OKI PARTNERS.
Totals
- Total revenue
- $1,550,616
- Total expenses
- $1,634,165
- Contributions and grants received
- $1,529,961
- Grants paid
- $1,000
- Program service revenue
- $0
- Investment income
- $49,687
- Other revenue
- -$29,032
- Total assets, end of year
- $1,360,076
- Total liabilities, end of year
- $379,807
- Net assets or fund balances, end of year
- $980,269
- Program services expenses (Part IX)
- $1,389,204
- Management and general expenses
- $129,496
- Fundraising expenses
- $115,465
- Program service expenses (Part III)
- $1,389,204
Program services were 85.0% 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
$794,856
-
1f · All other contributions, gifts and grants
$735,105
-
1g · Noncash contributions included above
$39,376
-
3 · Investment income
total $44,388 · excluded $44,388
-
7a · Gross sales of assets other than inventory
securities $5,299
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $5,299
-
7d · Net gain or loss
total $5,299 · excluded $5,299
-
8a · Fundraising events: gross income
$498,570
-
8a · Fundraising events: contributions included on line 1c
$794,856
-
8b · Fundraising events: direct expenses
$537,947
-
8c · Net income from fundraising events
total -$39,377 · excluded -$39,377
-
11a · Other revenue: OTHER REVENUE
total $10,345 · excluded $10,345
-
11e · Other revenue, total
$10,345
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,000 · program services $1,000
-
5 · Compensation of officers, directors and key employees
total $255,557 · program services $183,667 · management and general $24,538 · fundraising $47,352
-
7 · Other salaries and wages
total $641,305 · program services $520,488 · management and general $72,834 · fundraising $47,983
-
8 · Pension plan contributions
total $16,326 · program services $14,334 · management and general $837 · fundraising $1,155
-
9 · Other employee benefits
total $66,844 · program services $58,685 · management and general $3,427 · fundraising $4,732
-
10 · Payroll taxes
total $65,123 · program services $52,854 · management and general $7,396 · fundraising $4,873
-
11b · Fees: legal
total $349 · program services $279 · management and general $35 · fundraising $35
-
11c · Fees: accounting
total $32,491 · program services $25,993 · management and general $3,249 · fundraising $3,249
-
11d · Fees: lobbying
total $7,700 · program services $6,160 · management and general $770 · fundraising $770
-
13 · Office expenses
total $39,109 · program services $30,541 · management and general $4,284 · fundraising $4,284
-
16 · Occupancy
total $52,939 · program services $47,528 · management and general $5,411
-
17 · Travel
total $10,071 · program services $9,064 · fundraising $1,007
-
19 · Conferences, conventions and meetings
total $10,113 · program services $6,661 · management and general $3,452
-
22 · Depreciation, depletion and amortization
total $782 · management and general $782
-
23 · Insurance
total $24,213 · program services $21,792 · management and general $2,421
-
24a · Other expenses: NATIONAL PARTICIPATION
total $200,920 · program services $200,920
-
24b · Other expenses: INSPIRE
total $92,688 · program services $92,688
-
24c · Other expenses: EDUCATION
total $82,240 · program services $82,240
-
24d · Other expenses: STOCK MARKET CHALLENGE
total $32,052 · program services $32,052
-
24e · All other expenses
total $2,343 · program services $2,258 · management and general $60 · fundraising $25
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $194,282 · end of year $63,238
-
2 · Savings and temporary cash investments
beginning of year $971,022 · end of year $936,939
-
3 · Pledges and grants receivable
beginning of year $500 · end of year $2,471
-
4 · Accounts receivable
beginning of year $12,500 · end of year $3,000
-
9 · Prepaid expenses and deferred charges
beginning of year $27,861 · end of year $23,756
-
10a · Land, buildings and equipment: cost or other basis
$54,249
-
10b · Land, buildings and equipment: accumulated depreciation
$49,687
-
10c · Land, buildings and equipment, net
beginning of year $5,344 · end of year $4,562
-
11 · Investments: publicly traded securities
beginning of year $57,139 · end of year $62,438
-
15 · Other assets
beginning of year $302,315 · end of year $263,672
-
17 · Accounts payable and accrued expenses
beginning of year $64,334 · end of year $46,464
-
19 · Deferred revenue
beginning of year $139,750 · end of year $64,683
-
25 · Other liabilities
beginning of year $303,061 · end of year $268,660
-
27 · Net assets without donor restrictions
beginning of year $866,287 · end of year $818,553
-
28 · Net assets with donor restrictions
beginning of year $197,531 · end of year $161,716
Mission and programs · 2024
Mission
JUNIOR ACHIEVEMENT WILL ENSURE THAT EVERY CHILD IN THE REGION HAS A FUNDAMENTAL UNDERSTANDING OF THE FREE-ENTERPRISE SYSTEM. JUNIOR ACHIEVEMENT (JA) HELPS KIDS UNDERSTAND THE CONNECTION BETWEEN PERSONAL RESPONSIBILITY, HARD WORK, PERSERVERANCE, AND SUCCESS IN WORK AND IN LIFE.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY
-
JUNIOR ACHIEVEMENT PROVIDES PROGRAMS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY, TEACHING BUSINESS SKILLS, WORKFORCE READINESS, AND LIFE SKILLS TO IMPROVE THE QUALITY OF THEIR LIVES.
Expenses $1,389,204 · Grants $1,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Patty BastiPATTY BASTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Will BrandtWILL BRANDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rob BultROB BULT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian CampbellBRIAN CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn ColemanMARILYN COLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt CrossinMATT CROSSIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe D'AgostinoJOE D'AGOSTINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brent DapperBRENT DAPPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom DaskalakisTOM DASKALAKIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brien DicksonBRIEN DICKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristi Eckert SchmittKRISTI ECKERT SCHMITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve EderSTEVE EDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe FairlessJOE FAIRLESS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan GerkeDAN GERKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim HeldmanJIM HELDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew JessupMATTHEW JESSUP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tommy LoveberryTOMMY LOVEBERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phil ManningPHIL MANNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Didier MeyerDIDIER MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Delisha MurrayDELISHA MURRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian RigbyBRIAN RIGBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pete RodishPETE RODISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angie RoseANGIE ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Oscar RylandOSCAR RYLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bijal ShahBIJAL SHAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom StanekTOM STANEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew ThomasMATTHEW THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig TownsCRAIG TOWNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adam WesselADAM WESSEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nina WileyNINA WILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian WilsonBRIAN WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick WirthlinRICK WIRTHLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg YoungGREG YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer FitzpatrickJENNIFER FITZPATRICK
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Robert GuidoROBERT GUIDO
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lytle ThomasLYTLE THOMAS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey KujawaJEFFREY KUJAWA
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Steve HausslerSTEVE HAUSSLER
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff TaylorJEFF TAYLOR
PRESIDENT & CEO
- Total calculated
- $182,609
- From this org
- $168,600
- From related orgs
- $0
- Other
- $14,009
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,600
- Bonus
- $0
- Other
- $0
- Deferred
- $6,692
- Nontaxable benefits
- $7,317
- Filer's total
- $182,609
-
John GarterJOHN GARTER
CONTROLLER
- Total calculated
- $72,948
- From this org
- $67,656
- From related orgs
- $0
- Other
- $5,292
- Hours/week
- 32
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
- 2024
- Filed
- 14 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503079349300530
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.