Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF OKLAHOMA INC.
Totals
- Total revenue
- $4,046,575
- Total expenses
- $2,292,696
- Contributions and grants received
- $3,342,190
- Grants paid
- $0
- Program service revenue
- $301,925
- Investment income
- $93,800
- Other revenue
- $308,660
- Total assets, end of year
- $8,201,600
- Total liabilities, end of year
- $541,701
- Net assets or fund balances, end of year
- $7,659,899
- Program services expenses (Part IX)
- $1,921,744
- Management and general expenses
- $234,791
- Fundraising expenses
- $136,161
- Program service expenses (Part III)
- $1,921,744
Program services were 83.8% 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
$28,058
-
1f · All other contributions, gifts and grants
$3,314,132
-
1g · Noncash contributions included above
$10,000
-
2a · Program service revenue: JA Biz Town
total $301,925 · related or exempt $301,925
-
3 · Investment income
total $91,094 · excluded $91,094
-
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 $374,037
-
7b · Less cost or other basis and sales expenses
securities $371,331
-
7c · Gain or loss
securities $2,706
-
7d · Net gain or loss
total $2,706 · related or exempt $2,706
-
8a · Fundraising events: gross income
$231,276
-
8a · Fundraising events: contributions included on line 1c
$28,058
-
8b · Fundraising events: direct expenses
$57,771
-
8c · Net income from fundraising events
total $173,505
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Insurance Claim Proceeds
total $134,198 · related or exempt $134,198
-
11b · Other revenue: Other Income
total $878 · related or exempt $878
-
11c · Other revenue: Volunteer Reimbursements
total $45 · related or exempt $45
-
11d · All other revenue
total $34 · related or exempt $34
-
11e · Other revenue, total
$135,155
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
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 $264,730 · program services $212,784 · management and general $25,473 · fundraising $26,473
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $687,684 · program services $566,593 · management and general $72,315 · fundraising $48,776
-
8 · Pension plan contributions
total $36,037 · program services $29,490 · management and general $3,700 · fundraising $2,847
-
9 · Other employee benefits
total $122,501 · program services $100,244 · management and general $12,578 · fundraising $9,679
-
10 · Payroll taxes
total $53,762 · program services $43,994 · management and general $5,520 · fundraising $4,248
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $19,862 · program services $16,242 · management and general $2,657 · fundraising $963
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $12,089 · management and general $12,089
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $3,885 · program services $3,384 · management and general $299 · fundraising $202
-
13 · Office expenses
total $49,147 · program services $40,198 · management and general $6,321 · fundraising $2,628
-
14 · Information technology
total $57,747 · program services $47,224 · management and general $7,724 · fundraising $2,799
-
15 · Royalties
total $0
-
16 · Occupancy
total $251,016 · program services $205,274 · management and general $33,575 · fundraising $12,167
-
17 · Travel
total $12,453 · program services $10,183 · management and general $1,666 · fundraising $604
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $29,480 · program services $24,298 · management and general $3,225 · fundraising $1,957
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $162,451 · program services $132,848 · management and general $21,729 · fundraising $7,874
-
23 · Insurance
total $47,713 · program services $39,018 · management and general $6,382 · fundraising $2,313
-
24a · Other expenses: Program Materials
total $268,776 · program services $264,395 · management and general $2,617 · fundraising $1,764
-
24b · Other expenses: Program and Support Fees
total $197,940 · program services $172,537 · management and general $15,176 · fundraising $10,227
-
24c · Other expenses: Miscellaneous
total $12,860 · program services $10,517 · management and general $1,720 · fundraising $623
-
24d · Other expenses: Postage and Shipping
total $1,651 · program services $1,624 · management and general $16 · fundraising $11
-
24e · All other expenses
total $912 · program services $897 · management and general $9 · fundraising $6
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,680,435 · end of year $280,248
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $674,651 · end of year $933,826
-
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 $40,853 · end of year $83,947
-
10a · Land, buildings and equipment: cost or other basis
$7,413,349
-
10b · Land, buildings and equipment: accumulated depreciation
$2,038,664
-
10c · Land, buildings and equipment, net
beginning of year $1,980,429 · end of year $5,374,685
-
11 · Investments: publicly traded securities
beginning of year $889,051 · end of year $645,301
-
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 $467,165 · end of year $883,593
-
17 · Accounts payable and accrued expenses
beginning of year $96,532 · end of year $541,701
-
23 · Secured mortgages and notes payable
beginning of year $12,500
-
27 · Net assets without donor restrictions
beginning of year $3,929,874 · end of year $6,825,253
-
28 · Net assets with donor restrictions
beginning of year $1,693,678 · end of year $834,646
Mission and programs · 2023
Mission
Junior Achievement of Oklahoma is dedicated to educating students about work readiness, entrepreneurship, and financial literacy through experiential hands-on programs.
-
JUNIOR ACHIEVEMENT GIVES YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE, AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. CORPORATE AND COMMUNITY VOLUNTEERS DELIVER RELEVANT, HANDS-ON EXPERIENCES THAT GIVE STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL KNOWLEDGE AND SKILLS IN FINANCIAL LITERACY, WORK READINESS, AND ENTERPRENEURSHIP. JA PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD - ENHANCING THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASING THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. BY FOCUSING ON EDUCATION, ECONOMIC AND YOUTH DEVELOPMENT, JA PROGRAMS CONTRIBUTE TO THE VITALITY OF OUR COMMUNITY AND THE AVAILABILITY OF A WELL-EDUCATED WORKFORCE.
Expenses $1,794,159 · Revenue $301,925
-
JA Inspire is a career exploration experience that brings together businesses in the community and local students to inspire young people for life beyond high school. This program began in 2019 and has grown each year, reaching 8,882 students during the 2023/2024 school year. It is on pace to surpass 10,000 students during 2024/2025. The program includes a classroom curriculum, a career exploration fair and culminates with a student personal reflection. This multi-faceted program aligns with local industry and career opportunities as well as the state of Oklahoma's academic standards surrounding ICAP or Individualized Career Academic Planning. Together with our business and educational partners, Junior Achievement of Oklahoma is working to ensure that the young people in today's classrooms are prepared to fill the workforce pipeline in our state.
Expenses $127,585
As filed on the 2023 return.
Listed in Part VII
-
Shannan Beeler
Executive Dir.
- Total calculated
- $151,450
- From this org
- $141,745
- From related orgs
- $0
- Other
- $9,705
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,245
- Bonus
- $14,500
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $9,705
- Filer's total
- $151,450
-
Adam Albright
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dr Kim Boyd
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dr Stacey Butterfield
Director
- Total calculated
- $0
- Hours/week
- 2
-
Duane Chalmers
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Curzon
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Eaton
Director
- Total calculated
- $0
- Hours/week
- 2
-
Todd Gourd
Director
- Total calculated
- $0
- Hours/week
- 2
-
Brenda Bolander
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Chadwick Holeman
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mark Mote
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Dr Clarence Oliver
Director
- Total calculated
- $0
- Hours/week
- 2
-
John Rogers
Director
- Total calculated
- $0
- Hours/week
- 2
-
Monte D McNutt
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jonathan D Pinto
Director
- Total calculated
- $0
- Hours/week
- 2
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
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511349349308756
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