Totals
- Total revenue
- $3,831,895
- Total expenses
- $3,062,757
- Contributions and grants received
- $3,724,809
- Grants paid
- $1,000
- Program service revenue
- $4,139
- Investment income
- $139,530
- Other revenue
- -$36,583
- Total assets, end of year
- $6,964,437
- Total liabilities, end of year
- $602,814
- Net assets or fund balances, end of year
- $6,361,623
- Program services expenses (Part IX)
- $2,286,093
- Management and general expenses
- $399,931
- Fundraising expenses
- $376,733
- Program service expenses (Part III)
- $2,286,093
Program services were 74.6% 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
$30,328
-
1c · Fundraising events
$457,143
-
1e · Government grants (contributions)
$2,180,019
-
1f · All other contributions, gifts and grants
$1,057,319
-
2a · Program service revenue: PROGRAM & SUPPORT FEES
total $4,139 · related or exempt $4,139
-
3 · Investment income
total $132,780 · excluded $132,780
-
7a · Gross sales of assets other than inventory
securities $1,427,306
-
7b · Less cost or other basis and sales expenses
securities $1,401,375 · other assets $19,181
-
7c · Gain or loss
securities $25,931 · other assets -$19,181
-
7d · Net gain or loss
total $6,750 · excluded $6,750
-
8a · Fundraising events: gross income
$65,420
-
8a · Fundraising events: contributions included on line 1c
$457,143
-
8b · Fundraising events: direct expenses
$109,151
-
8c · Net income from fundraising events
total -$43,731 · excluded -$43,731
-
11a · Other revenue: MISCELLANEOUS
total $7,148 · related or exempt $7,148
-
11e · Other revenue, total
$7,148
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 $240,240 · program services $179,557 · management and general $26,484 · fundraising $34,199
-
7 · Other salaries and wages
total $1,165,839 · program services $874,955 · management and general $126,498 · fundraising $164,386
-
8 · Pension plan contributions
total $33,405 · program services $23,978 · management and general $4,239 · fundraising $5,188
-
9 · Other employee benefits
total $102,306 · program services $73,434 · management and general $12,982 · fundraising $15,890
-
10 · Payroll taxes
total $121,206 · program services $87,000 · management and general $15,381 · fundraising $18,825
-
11c · Fees: accounting
total $29,750 · program services $20,726 · management and general $4,058 · fundraising $4,966
-
11d · Fees: lobbying
total $14,400 · program services $14,400
-
11f · Fees: investment management
total $1,779 · management and general $1,779
-
11g · Fees: other
total $388,966 · program services $347,456 · management and general $18,775 · fundraising $22,735
-
13 · Office expenses
total $174,079 · program services $111,749 · management and general $32,387 · fundraising $29,943
-
16 · Occupancy
total $13,716 · program services $13,716
-
17 · Travel
total $77,903 · program services $60,940 · management and general $7,170 · fundraising $9,793
-
19 · Conferences, conventions and meetings
total $17,606 · program services $10,822 · management and general $6,344 · fundraising $440
-
22 · Depreciation, depletion and amortization
total $102,862 · program services $30,483 · management and general $60,351 · fundraising $12,028
-
23 · Insurance
total $38,965 · program services $25,479 · management and general $6,064 · fundraising $7,422
-
24a · Other expenses: PROGRAM & SUPPORT FEES
total $182,984 · program services $133,909 · management and general $22,067 · fundraising $27,008
-
24b · Other expenses: OUTSIDE SERVICES
total $123,350 · program services $83,803 · management and general $39,547
-
24c · Other expenses: PUBLIC RELATIONS
total $121,853 · program services $94,841 · management and general $6,492 · fundraising $20,520
-
24d · Other expenses: PROGRAM MATERIALS
total $92,292 · program services $92,292
-
24e · All other expenses
total $18,256 · program services $5,553 · management and general $9,313 · fundraising $3,390
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $138,330 · end of year $202,059
-
2 · Savings and temporary cash investments
beginning of year $3,101,749 · end of year $2,660,371
-
3 · Pledges and grants receivable
beginning of year $1,209,724 · end of year $293,151
-
9 · Prepaid expenses and deferred charges
beginning of year $14,935 · end of year $13,217
-
10a · Land, buildings and equipment: cost or other basis
$5,404,810
-
10b · Land, buildings and equipment: accumulated depreciation
$2,048,385
-
10c · Land, buildings and equipment, net
beginning of year $1,941,408 · end of year $3,356,425
-
11 · Investments: publicly traded securities
beginning of year $411,140 · end of year $439,214
-
17 · Accounts payable and accrued expenses
beginning of year $500,583 · end of year $340,518
-
25 · Other liabilities
beginning of year $690,746 · end of year $262,296
-
27 · Net assets without donor restrictions
beginning of year $3,899,575 · end of year $5,222,919
-
28 · Net assets with donor restrictions
beginning of year $1,726,382 · end of year $1,138,704
Mission and programs · 2024
Mission
THE ORGANIZATION IS DEDICATED TO EDUCATING STUDENTS IN GRADES K-12 ACROSS SOUTHEASTERN MICHIGAN ABOUT ENTREPRENEURSHIP, WORK READINESS, AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. THE PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE INCOME AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE. STUDENTS PUT THESE LESSONS INTO ACTION AND LEARN THE VALUE OF CONTRIBUTING TO THEIR COMMUNITIES. THE ORGANIZATION'S UNIQUE APPROACH ALLOWS VOLUNTEERS FROM THE COMMUNITY TO DELIVER OUR CURRICULUM WHILE SHARING THEIR EXPERIENCES WITH STUDENTS. EMBODYING THE HEART OF THE ORGANIZATION, THE CLASSROOM VOLUNTEERS TRANSFORM THE KEY CONCEPTS OF THE LESSONS INTO A MESSAGE THAT INSPIRES AND EMPOWERS STUDENTS TO BELIEVE IN THEMSELVES, SHOWING THEM, THEY CAN MAKE A DIFFERENCE IN THE WORLD.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
TRADITIONAL PROGRAMS - THE ORGANIZATION PROVIDES EXPERIENTIAL PROGRAMS FOR INDIVIDUALS AGES 5-25, FOCUSING ON ENTREPRENEURSHIP, WORK READINESS, AND FINANCIAL LITERACY. THESE PROGRAMS PREPARE YOUNG PEOPLE FOR REAL-WORLD CHALLENGES BY TEACHING INCOME GENERATION, MONEY MANAGEMENT, JOB CREATION, AND ENTREPRENEURIAL THINKING. COMMUNITY VOLUNTEERS DELIVER THE CURRICULUM, SHARING THEIR EXPERTISE AND INSPIRING PARTICIPANTS TO BELIEVE IN THEIR ABILITY TO MAKE A POSITIVE IMPACT.
Expenses $2,119,574 · Grants $1,000 · Revenue $9,368
-
JA FINANCE PROGRAMS - JA OFFERS PERSONAL FINANCE EDUCATION THROUGH PROGRAMS SUCH AS JA FINANCE PARK, A HANDS-ON SIMULATION FOR AGES 1325 THAT TEACHES BUDGETING AND FINANCIAL DECISION-MAKING. JASEM'S FINANCIAL LITERACY PROGRAMS TARGET THE ECONOMIC INEQUITIES FACED BY YOUTH WITHIN OUR REGION. OUR PROGRAMS ALIGN WITH STATE OF MICHIGAN EDUCATION REQUIREMENTS AND THE RECENTLY PASSED MICHIGAN PUBLIC ACT 105 OF 2022, WHICH REQUIRES A HALF-CREDIT OF FINANCIAL LITERACY EDUCATION BEFORE GRADUATION. INVESTING IN FINANCIAL LITERACY EDUCATION EARLY ON, "TEACHES YOUNG MICHIGANDERS IMPORTANT SKILLS LIKE BUDGETING AND SAVING AND HELPS THEM MAKE GOOD FINANCIAL DECISIONS THAT PAY DIVIDENDS DOWN THE ROAD."JA FINANCIAL LITERACY, A SEMESTER-LONG COURSE, EQUIPS HIGH SCHOOL STUDENTS WITH ESSENTIAL SKILLS IN EARNING, SAVING, BUDGETING, BANKING, CREDIT MANAGEMENT, RISK ASSESSMENT, AND INSURANCE. VOLUNTEERS ENHANCE LEARNING THROUGH GUEST LECTURES AND PROJECT ADVISING.JA PERSONAL FINANCE HELPS STUDENTS UNDERSTAND THE LINK BETWEEN CURRENT FINANCIAL CHOICES AND FUTURE FINANCIAL SECURITY, COVERING TOPICS SUCH AS INCOME, BUDGETING, SAVINGS, CREDIT, DEBT MANAGEMENT, CONSUMER PROTECTION, AND INVESTING. PARTICIPANTS EXPLORE KEY INDUSTRIES AND CAREERS WHILE GAINING A REALISTIC UNDERSTANDING OF ECONOMIC CHALLENGES.
Expenses $166,519 · Revenue $1,919
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gary AbernathyGARY ABERNATHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg BurnickGREG BURNICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David CampbellDAVID CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gerald ChiddickGERALD CHIDDICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason CoffmanJASON COFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daveda ColbertDAVEDA COLBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell DangremondMITCHELL DANGREMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gordon DidierGORDON DIDIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael DolsonMICHAEL DOLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FlynnDAVID FLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan GiacoloneRYAN GIACOLONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff GlaserJEFF GLASER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josie HunwickJOSIE HUNWICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dimitrius HutchersonDIMITRIUS HUTCHERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stefanie KimballSTEFANIE KIMBALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian Mac LeanBRIAN MAC LEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie MarianosSTEPHANIE MARIANOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick MattoonRICK MATTOON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Reuben MaxbauerREUBEN MAXBAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Navia McCloudNAVIA MCCLOUD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret MuzzinMARGARET MUZZIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sidhartha NairSIDHARTHA NAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda Ratliff-WatkinsLINDA RATLIFF-WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth RogersELIZABETH ROGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leigh SchultenoverLEIGH SCHULTENOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy SchultzAMY SCHULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris ScottCHRIS SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William SheaWILLIAM SHEA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cleb SiansiCLEB SIANSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris SpaudeCHRIS SPAUDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meghan StoreyMEGHAN STOREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carrie UhlCARRIE UHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher WeissCHRISTOPHER WEISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rod WrightROD WRIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica HerronJESSICA HERRON
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Howard L Dow IIIHOWARD L DOW III
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Rhonda McNallyRHONDA MCNALLY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Rhonda LaurencelleRHONDA LAURENCELLE
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Scott MullanSCOTT MULLAN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Jason LeeJASON LEE
PRESIDENT & CEO
- Total calculated
- $266,316
- From this org
- $243,630
- From related orgs
- $0
- Other
- $22,686
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,494
- Bonus
- $31,136
- Other
- $0
- Deferred
- $9,571
- Nontaxable benefits
- $13,115
- Filer's total
- $266,316
-
Anita MartinezANITA MARTINEZ
SENIOR VP & COO
- Total calculated
- $157,311
- From this org
- $151,380
- From related orgs
- $0
- Other
- $5,931
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,605
- Bonus
- $5,775
- Other
- $0
- Deferred
- $4,420
- Nontaxable benefits
- $1,511
- Filer's total
- $157,311
-
Crystal SmithCRYSTAL SMITH
VP OF PHILANTHROPY
- Total calculated
- $178,083
- From this org
- $147,767
- From related orgs
- $0
- Other
- $30,316
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,707
- Bonus
- $14,060
- Other
- $0
- Deferred
- $3,725
- Nontaxable benefits
- $26,591
- Filer's total
- $178,083
-
Beth O'ConnorBETH O'CONNOR
VP OF PROGRAMS
- Total calculated
- $152,939
- From this org
- $145,779
- From related orgs
- $0
- Other
- $7,160
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,279
- Bonus
- $12,500
- Other
- $0
- Deferred
- $6,043
- Nontaxable benefits
- $1,117
- Filer's total
- $152,939
-
Cindy BaznerCINDY BAZNER
SENIOR VP & COO (ENDED 5/25)
- Total calculated
- $217,523
- From this org
- $200,606
- From related orgs
- $0
- Other
- $16,917
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,331
- Bonus
- $25,275
- Other
- $0
- Deferred
- $2,691
- Nontaxable benefits
- $14,226
- Filer's total
- $217,523
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 · Written employment contract
- 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
- 27 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640719349301249
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