Totals
- Total revenue
- $5,518,170
- Total expenses
- $5,894,771
- Contributions and grants received
- $4,997,633
- Grants paid
- $11,750
- Program service revenue
- $367,140
- Investment income
- $320,012
- Other revenue
- -$166,615
- Total assets, end of year
- $11,294,273
- Total liabilities, end of year
- $858,626
- Net assets or fund balances, end of year
- $10,435,647
- Program services expenses (Part IX)
- $4,752,273
- Management and general expenses
- $401,105
- Fundraising expenses
- $741,393
- Program service expenses (Part III)
- $4,752,273
Program services were 80.6% 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.
-
1a · Federated campaigns
$61,742
-
1b · Membership dues
$0
-
1c · Fundraising events
$816,815
-
1d · Related organizations
$45,987
-
1e · Government grants (contributions)
$257,985
-
1f · All other contributions, gifts and grants
$3,815,104
-
1g · Noncash contributions included above
$363,415
-
2f · All other program service revenue
total $367,140 · related or exempt $367,140 · unrelated business $0 · excluded $0
-
3 · Investment income
total $250,451 · related or exempt $0 · unrelated business $0 · excluded $250,451
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $0
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $1,419,633 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $1,343,488 · other assets $6,584
-
7c · Gain or loss
securities $76,145 · other assets -$6,584
-
7d · Net gain or loss
total $69,561 · related or exempt $0 · unrelated business $0 · excluded $69,561
-
8a · Fundraising events: gross income
$131,361
-
8a · Fundraising events: contributions included on line 1c
$816,815
-
8b · Fundraising events: direct expenses
$313,841
-
8c · Net income from fundraising events
total -$182,480 · unrelated business $0 · excluded -$182,480
-
9a · Gaming: gross income
$16,302
-
9b · Gaming: direct expenses
$3,163
-
9c · Net income from gaming
total $13,139 · related or exempt $0 · unrelated business $0 · excluded $13,139
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11a · Other revenue: Snack Reimbursements
total $1,628 · related or exempt $0 · unrelated business $0 · excluded $1,628
-
11b · Other revenue: Life Insurance Cash Surrender
total $1,098 · related or exempt $0 · unrelated business $0 · excluded $1,098
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$2,726
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,225 · program services $1,225
-
2 · Grants to domestic individuals
total $10,525 · program services $10,525
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $1,187,264 · program services $832,173 · management and general $198,755 · fundraising $156,336
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $2,179,969 · program services $1,769,040 · management and general $66,977 · fundraising $343,952
-
8 · Pension plan contributions
total $85,860 · program services $67,080 · management and general $824 · fundraising $17,956
-
9 · Other employee benefits
total $218,773 · program services $176,485 · management and general $7,510 · fundraising $34,778
-
10 · Payroll taxes
total $226,800 · program services $177,932 · management and general $15,856 · fundraising $33,012
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $0 · program services $0 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $31,448 · program services $21,000 · management and general $10,448 · fundraising $0
-
11d · Fees: lobbying
total $25,000 · program services $16,804 · management and general $5,991 · fundraising $2,205
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $31,177 · program services $0 · management and general $31,177 · fundraising $0
-
11g · Fees: other
total $123,467 · program services $115,129 · management and general $4,704 · fundraising $3,634
-
12 · Advertising and promotion
total $0 · program services $0 · management and general $0 · fundraising $0
-
13 · Office expenses
total $162,646 · program services $115,251 · management and general $23,172 · fundraising $24,223
-
14 · Information technology
total $57,604 · program services $48,497 · management and general $3,362 · fundraising $5,745
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $57,449 · program services $51,806 · management and general $599 · fundraising $5,044
-
17 · Travel
total $50,277 · program services $43,530 · management and general $672 · fundraising $6,075
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $32,782 · program services $23,728 · management and general $1,090 · fundraising $7,964
-
20 · Interest
total $24,234 · program services $15,486 · management and general $3,696 · fundraising $5,052
-
21 · Payments to affiliates
total $390,369 · program services $390,369 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $227,791 · program services $208,911 · management and general $9,817 · fundraising $9,063
-
23 · Insurance
total $85,945 · program services $82,184 · management and general $1,713 · fundraising $2,048
-
24a · Other expenses: Program Materials
total $250,927 · program services $250,927 · management and general $0 · fundraising $0
-
24b · Other expenses: PR/Marketing
total $178,963 · program services $119,921 · management and general $5,969 · fundraising $53,073
-
24c · Other expenses: GIK
total $131,394 · program services $121,070 · management and general $908 · fundraising $9,416
-
24d · Other expenses: Subscriptions/Dues
total $46,254 · program services $36,750 · management and general $748 · fundraising $8,756
-
24e · All other expenses
total $76,628 · program services $56,450 · management and general $7,117 · fundraising $13,061
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,163,642 · end of year $783,419
-
2 · Savings and temporary cash investments
beginning of year $105,105 · end of year $106,347
-
3 · Pledges and grants receivable
beginning of year $1,708,258 · end of year $1,394,515
-
4 · Accounts receivable
beginning of year $15,923 · end of year $12,314
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $38,882 · end of year $33,950
-
9 · Prepaid expenses and deferred charges
beginning of year $175,854 · end of year $137,694
-
10a · Land, buildings and equipment: cost or other basis
$5,103,813
-
10b · Land, buildings and equipment: accumulated depreciation
$2,774,983
-
10c · Land, buildings and equipment, net
beginning of year $2,145,097 · end of year $2,328,830
-
11 · Investments: publicly traded securities
beginning of year $5,926,591 · end of year $6,457,815
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $38,381 · end of year $39,389
-
17 · Accounts payable and accrued expenses
beginning of year $463,184 · end of year $515,362
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $9,420 · end of year $7,526
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $41,245 · end of year $32,292
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $303,446 · end of year $303,446
-
27 · Net assets without donor restrictions
beginning of year $8,620,984 · end of year $8,630,324
-
28 · Net assets with donor restrictions
beginning of year $1,879,454 · end of year $1,805,323
Mission and programs · 2024
Mission
Junior Achievement of Arizona (JAAZ) equipped 176,772 students, Kindergarten through Young Adults, this year with the knowledge and skills needed to succeed in work and life. Through our 9,135 programmatic volunteers, JAAZ's critical programs help kids see their potential and give them the skills and knowledge they need to step into that potential. Students are prepared to think critically, manage their money, thrive in their careers, and ultimately pursue the future they deserve.
Activities or mission (Part I)
To prepare Arizona youth to succeed in work and life by giving them the skills to think critically, manage their money, thrive in their careers, and pursue entrepreneurship.
-
Through JA's proven in-classroom programs, Junior Achievement of Arizona (JAAZ) empowered 58,458 K-12 learners across 105 schools to take ownership of their future success. These hands-on, age-appropriate programs were delivered by 2,521 unique corporate and community volunteer mentors, who brought real-world experience and inspiration into the classroom. These volunteers generously donated an estimated $2,159,294 worth of time to deliver our programs. While this contribution is not reflected in Part IX expenses, it is highlighted here to demonstrate the significant cost-efficiency of our volunteer-driven delivery model. When the value of volunteer time is included, our program expense ratio increases to 88%, underscoring the effectiveness and sustainability of our approach. Our traditional in-classroom programs equip students with essential knowledge and skills in financial literacy, work readiness, entrepreneurship, and critical thinking. According to post-program surveys, 98% of educators would recommend JA programs to their peers. Moreover, students who participate in JA programs demonstrate an average 19% increase in knowledge across key areas, including financial literacy and critical thinking.
Expenses $1,874,585 · Grants $11,750
-
Junior Achievement of Arizona's JA BizTown is a dynamic, experiential learning program designed for students in grades 4-6. Over the course of 14-20 hours of classroom instruction, students collaborate to develop business plans, calculate operating costs, design marketing campaigns, apply for jobs, vote for city officials, and explore diverse career paths. This immersive curriculum culminates in a hands-on simulation where students run a fully functioning mini-city, applying the skills they've learned in a real-world context. Students who complete JA BizTown demonstrate an average 24% increase in knowledge in key areas such as financial literacy and work readiness. Among participating educators, 99% report they would recommend JA BizTown to fellow teachers, underscoring the program's educational value and impact. This year, 21,740 students from 245 schools participated in JA BizTown. The program was made possible through the support of 5,270 volunteers - including business professionals, parents, and teachers - who generously donated their time and expertise. The estimated value of this volunteer contribution is $2,361,413 which is not reflected in Part IX expenses but is noted here to highlight the cost-efficiency of our volunteer-driven model. When the value of volunteer time is included, our program expense ratio increases to 88%, demonstrating the strategic advantage of leveraging community expertise to deliver high-impact programming at scale.
Expenses $1,575,004 · Revenue $293,125
-
JA Inspire is Junior Achievement of Arizona's premier career exploration and readiness program, designed to empower students from 5th grade through post-secondary education to explore careers of the future and prepare for success in the workforce. This year, 86,453 students from 457 schools and other learning environments participated in this innovative program. JA Inspire offers a flexible, dynamic experience that includes guided or self-led career readiness curriculum, a career interest inventory, digital badging, and interactive engagement with Arizona employers across all industries and career clusters through virtual career exhibit halls. Through these activities, students develop personalized career plans, build essential soft skills, and gain exposure to real-world opportunities. The curriculum is adaptable to meet the diverse needs of educators and students, aligning with key educational competency standards and career readiness credentials. Participants in JA Inspire demonstrated an average 19% increase in knowledge related to career planning and work readiness. Additionally, 97% of educators who implemented the program reported they would recommend JA Inspire to their colleagues, highlighting its relevance and effectiveness in preparing students for future success.
Expenses $898,469 · Revenue $26,000
-
JA Finance Park is Junior Achievement of Arizona's second capstone experiential learning program, designed to equip middle school students with essential personal financial management skills. Over the course of 14-20 hours of classroom instruction, students explore topics such as budgeting, income, saving, credit, taxes, insurance, and the relationship between education and earning potential. The program culminates in a hands-on virtual simulation, where students are assigned a fictional life scenario-including job, income, family status, and expenses-and must create and maintain a balanced personal budget. This immersive experience helps students understand the real-world implications of financial decisions and prepares them to navigate future financial complexities with confidence. This year, 3,735 students from 36 schools participated in JA Finance Park. Post-program assessments show an average 39% increase in financial literacy knowledge, demonstrating the program's effectiveness in building foundational financial skills. The program was delivered with the support of 600 volunteers from the business community, as well as parents and educators, who donated their time and mileage to mentor students through the simulation. The estimated value of this volunteer contribution is $290,761, which is not reflected in Part IX expenses but is noted here to highlight the cost-efficiency of our volunteer-driven model. Including the value of volunteer time increases our program expense ratio to 88%, underscoring the strategic advantage of leveraging community expertise to deliver high-impact financial education.
Expenses $270,591 · Revenue $48,015
-
JA Money in Motion is a new mobile financial literacy and career readiness program designed to serve students in rural and tribal communities across Arizona grades 3-12. Similar to JA Finance Park, this program brings a realistic budgeting simulation directly to schools, eliminating barriers such as transportation and cost, and ensuring equitable access to critical financial education. Students participate in a hands-on budgeting experience, guided by community volunteers, where they build a personal budget based on a fictional life scenario. The experiential learning simulation is the culmination of JAAZ provided, age-appropriate curriculum teaching foundational money management concepts. This year, 6,386 students from 33 schools participated in JA Money in Motion. The program was delivered with the support of 349 volunteers, including business professionals, parents, and educators, who donated their time and expertise. Their contribution, valued at $70,568, is not reflected in Part IX expenses but is noted here to highlight the cost-efficiency of our volunteer-driven model. Including the value of volunteer time increases our program expense ratio to 88%, demonstrating the strategic advantage of leveraging community expertise to deliver high-impact financial education. Post-program assessments show an average 21% increase in financial literacy knowledge, and 99% of educators reported they would recommend JA Money in Motion to their peers, underscoring the program's effectiveness and relevance.
Expenses $133,624
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Katherine K Cecala
President & CEO
- Total calculated
- $391,811
- From this org
- $364,983
- From related orgs
- $0
- Other
- $26,828
- Hours/week
- 60 + 0.25 related
Schedule J breakdown matched by us
- Base
- $309,983
- Bonus
- $55,000
- Other
- $0
- Deferred
- $17,867
- Nontaxable benefits
- $8,962
- Filer's total
- $391,812
-
Anne Landers
Chief Operating Officer
- Total calculated
- $223,606
- From this org
- $201,868
- From related orgs
- $0
- Other
- $21,738
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $194,823
- Bonus
- $7,045
- Other
- $0
- Deferred
- $12,883
- Nontaxable benefits
- $8,855
- Filer's total
- $223,606
-
Elizabeth Clements
VP People & Technology
- Total calculated
- $196,656
- From this org
- $176,493
- From related orgs
- $0
- Other
- $20,163
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $170,529
- Bonus
- $5,964
- Other
- $0
- Deferred
- $11,202
- Nontaxable benefits
- $8,851
- Filer's total
- $196,546
-
Joss Francheterre
VP Major Gifts
- Total calculated
- $174,161
- From this org
- $151,608
- From related orgs
- $0
- Other
- $22,553
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $146,257
- Bonus
- $5,351
- Other
- $0
- Deferred
- $10,320
- Nontaxable benefits
- $12,233
- Filer's total
- $174,161
-
Amy Schaefer
VP Finance
- Total calculated
- $164,336
- From this org
- $145,942
- From related orgs
- $0
- Other
- $18,394
- Hours/week
- 42 + 2 related
Schedule J breakdown matched by us
- Base
- $140,828
- Bonus
- $5,114
- Other
- $0
- Deferred
- $9,420
- Nontaxable benefits
- $8,884
- Filer's total
- $164,246
-
Will Abbott
VP Development
- Total calculated
- $140,631
- From this org
- $128,506
- From related orgs
- $0
- Other
- $12,125
- Hours/week
- 45
-
Paloma Lopez-Santiago
District Director
- Total calculated
- $125,258
- From this org
- $109,348
- From related orgs
- $0
- Other
- $15,910
- Hours/week
- 43
-
Codie Cancellieri
Education Director
- Total calculated
- $112,894
- From this org
- $97,764
- From related orgs
- $0
- Other
- $15,130
- Hours/week
- 45
-
Edwin Mehta
Development Director
- Total calculated
- $111,393
- From this org
- $96,390
- From related orgs
- $0
- Other
- $15,003
- Hours/week
- 45
-
Arturo Perez
Member
- Total calculated
- $0
- Hours/week
- 0.2 + 0.1 related
-
Brad Harper
Member
- Total calculated
- $0
- Hours/week
- 1
-
Cary Smith
Treasurer/Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Charlie Smith
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Eli Peart
Member
- Total calculated
- $0
- Hours/week
- 1
-
Frank Marino
Member
- Total calculated
- $0
- Hours/week
- 1 + 0.25 related
-
Karen Quick
Member
- Total calculated
- $0
- Hours/week
- 4
-
Leah Karpuk
Member
- Total calculated
- $0
- Hours/week
- 1.25
-
Lori Bartlett
Member
- Total calculated
- $0
- Hours/week
- 3
-
Nick Wanat
Member
- Total calculated
- $0
- Hours/week
- 1.5
-
Steve Pangburn
Member
- Total calculated
- $0
- Hours/week
- 2
-
Steve Richins
Member
- Total calculated
- $0
- Hours/week
- 4
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Foundation for Junior Achievement of Arizona Inc
501(C)3 · Administration of funds to benefit JAAZ Programs · AZ · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 28 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202523019349301997
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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