2025-04-04T16:41:41-05:00 2024-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-07-01 741153957 Junior Achievement of Southeast Texas Inc JUNI 7136824500 2925 Briarpark Drive 575 Houston TX 77042 Joseph C Burke President 7136824500 2025-04-04 1 0 Barbara Murphy P01386215 7134395739 2025-04-04 2023 2025-03-06 01:10:19Z Joseph C Burke 2925 Briarpark Drive 575 Houston TX 77042 10488858 0 1116 X www.jahouston.org X 1945 TX Junior Achievement of Southeast Texas helps prepare today's students for a bright future. 95 95 42 4446 0 0 13473509 4527615 259748 750300 373866 1891609 1191 -13890 14108314 7155634 72128 69460 0 0 3219747 3509848 0 0 813168 2320610 2419264 5612485 5998572 8495829 1157062 24949579 26994256 530755 624584 24418824 26369672 X Junior Achievement's mission is to inspire and prepare young people to succeed in a global economy. 0 0 4627709 69460 750300 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. 4627709 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 95 95 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X X Liisa Williams 7136824500 2925 Briarpark Drive Ste 575 Houston TX 77042 Niloufar Molavi Chair 1.00 0.00 X X 0 0 0 Michele McNichol Vice Chair 1.00 0.00 X X 0 0 0 Bill Swanstrom Secretary 1.00 0.00 X X 0 0 0 Frank Steininger Treasurer 1.00 0.00 X X 0 0 0 Lina Amador Director 1.00 0.00 X 0 0 0 Camilo Amnezquita Director 1.00 0.00 X 0 0 0 Evelyn Angelle Director 1.00 0.00 X 0 0 0 Pierre Aristide Director 1.00 0.00 X 0 0 0 Hami Arrington Director 1.00 0.00 X 0 0 0 Duke Austin Director 1.00 0.00 X 0 0 0 Sidney Barrau Director 1.00 0.00 X 0 0 0 Kimberly Barta Director 1.00 0.00 X 0 0 0 Tracy Beam Director 1.00 0.00 X 0 0 0 Tom Behanick Director 1.00 0.00 X 0 0 0 Juliet Breeze Director 1.00 0.00 X 0 0 0 Danny Brown Director 1.00 0.00 X 0 0 0 Deric Bryant Director 1.00 0.00 X 0 0 0 Ryan Bucholtz Director 1.00 0.00 X 0 0 0 Nick Buckner Director 1.00 0.00 X 0 0 0 Sue Burnett Director 1.00 0.00 X 0 0 0 Darin Carroll Director 1.00 0.00 X 0 0 0 Albert Chao Director 1.00 0.00 X 0 0 0 Richard Cisneros Director 1.00 0.00 X 0 0 0 Joe Connelly Director 1.00 0.00 X 0 0 0 Juan Cuesta Director 1.00 0.00 X 0 0 0 Bradley Dodson Director 1.00 0.00 X 0 0 0 Adam Drutz Director 1.00 0.00 X 0 0 0 Keven Dunphy Director 1.00 0.00 X 0 0 0 Greg Ebel Director 1.00 0.00 X 0 0 0 Greg Engel Director 1.00 0.00 X 0 0 0 Darren Ercolani Director 1.00 0.00 X 0 0 0 Kola Fagbayi Director 1.00 0.00 X 0 0 0 Larry Franco Director 1.00 0.00 X 0 0 0 Bob Franklin Director 1.00 0.00 X 0 0 0 Greg Garland Director 1.00 0.00 X 0 0 0 Mewael Ghebremichael Director 1.00 0.00 X 0 0 0 Mike Graff Director 1.00 0.00 X 0 0 0 Todd Gregory Director 1.00 0.00 X 0 0 0 Jarin Hansen Director 1.00 0.00 X 0 0 0 Richard Heo Director 1.00 0.00 X 0 0 0 Georganne Hodges Director 1.00 0.00 X 0 0 0 Ron Holloway PhD Director 1.00 0.00 X 0 0 0 Andy Hull Director 1.00 0.00 X 0 0 0 Preeti Jain Director 1.00 0.00 X 0 0 0 Robbie Jones Director 1.00 0.00 X 0 0 0 Luke Keller Director 1.00 0.00 X 0 0 0 Joe Kelly Director 1.00 0.00 X 0 0 0 Elizabeth Killinger Director 1.00 0.00 X 0 0 0 Dan Kimmel Director 1.00 0.00 X 0 0 0 John Kuehn Director 1.00 0.00 X 0 0 0 Holli Ladhani Director 1.00 0.00 X 0 0 0 Joel Lambert Director 1.00 0.00 X 0 0 0 Mark Lashier Director 1.00 0.00 X 0 0 0 Kathy Lehne Director 1.00 0.00 X 0 0 0 John Lionberger Director 1.00 0.00 X 0 0 0 Bruce Macklin Director 1.00 0.00 X 0 0 0 Paul Marsden Director 1.00 0.00 X 0 0 0 Janette Marx Director 1.00 0.00 X 0 0 0 Bruce McCullough Director 1.00 0.00 X 0 0 0 Michael McMurray Director 1.00 0.00 X 0 0 0 Jeff Miers Director 1.00 0.00 X 0 0 0 Bruce Miller Director 1.00 0.00 X 0 0 0 Brett Mossman Director 1.00 0.00 X 0 0 0 Melissa Moye Director 1.00 0.00 X 0 0 0 Praveen Naik Director 1.00 0.00 X 0 0 0 Curtis Null Director 1.00 0.00 X 0 0 0 Colin O'Beirne Director 1.00 0.00 X 0 0 0 Mark Odom Director 1.00 0.00 X 0 0 0 Sandra Oliver Director 1.00 0.00 X 0 0 0 Daron Peschel Director 1.00 0.00 X 0 0 0 Jamie Pierce Director 1.00 0.00 X 0 0 0 Gregg Piontek Director 1.00 0.00 X 0 0 0 Manuel Prieto Director 1.00 0.00 X 0 0 0 Kathy Pritchard Director 1.00 0.00 X 0 0 0 Scott Prochazka Director 1.00 0.00 X 0 0 0 Lees Rodionov Director 1.00 0.00 X 0 0 0 Tony Saucedo Director 1.00 0.00 X 0 0 0 Roland Sauermann Director 1.00 0.00 X 0 0 0 Julie Sheppard Director 1.00 0.00 X 0 0 0 Sandeep Singhal Director 1.00 0.00 X 0 0 0 Humberto Sirvent Director 1.00 0.00 X 0 0 0 David Skinner Director 1.00 0.00 X 0 0 0 Larry Stephens Director 1.00 0.00 X 0 0 0 Dave Stover Director 1.00 0.00 X 0 0 0 Laura Tibodeau Director 1.00 0.00 X 0 0 0 Marc Vandermeer Director 1.00 0.00 X 0 0 0 Bret VanderVoort ARM Director 1.00 0.00 X 0 0 0 Greg Vesey Director 1.00 0.00 X 0 0 0 Carol Warley Director 1.00 0.00 X 0 0 0 Eli Warren Director 1.00 0.00 X 0 0 0 Clint Woods Director 1.00 0.00 X 0 0 0 Ellis Wyms Director 1.00 0.00 X 0 0 0 Melinda Yee Director 1.00 0.00 X 0 0 0 Deanna Young Director 1.00 0.00 X 0 0 0 Victor Zapata Director 1.00 0.00 X 0 0 0 Joseph C Burke President 40.00 0.00 X 445918 0 33047 DeJeania E Jones VP, Capstone Programs 40.00 0.00 X 111004 0 26403 Necole Caldwell VP, Education 40.00 0.00 X 102111 0 26293 659033 0 85743 3 0 1 0 3DE National LLC 3565 Piedmont Rd NE Atlanta GA 30305 Instructional model contracted services 771000 PennComp LLC 2050 North Loop West Ste 200 Houston TX 77018 IT support services 157973 2 1576084 10000 2941531 164347 4527615 Class fees 561000 750300 750300 750300 566849 566849 2311163 1956854 2369400 573857 -58237 1382997 1324760 1324760 376077 1576084 389967 -13890 -13890 7155634 750300 0 1877719 69460 69460 745225 611214 47764 86247 2178258 1598265 201490 378503 52051 38112 4852 9087 328340 246611 29563 52166 205974 155498 17684 32792 57135 57135 60670 60670 63798 49200 14598 68708 11635 53509 3564 153293 124193 3926 25174 146330 110140 5256 30934 29209 18462 5094 5653 62611 47126 2249 13236 117962 88788 4237 24937 72435 64485 1155 6795 Program materials 686899 686899 Enrichment program 649972 649972 Event expenses 159866 15786 144080 Recruiting and training 90376 41863 48513 5998572 4627709 557695 813168 357469 1684719 51986 22686 11226136 7019970 166735 135493 65585 73170 3555668 1906156 1678996 1649512 11400948 16253312 1724 155394 24949579 26994256 247759 265037 134000 117000 148996 154391 0 88156 530755 624584 X 8024266 9806500 16394558 16563172 24418824 26369672 24949579 26994256 1157062 793786 0 X 0 1 X 1 0 X 3181326 3865628 10805504 13473509 4527615 35853582 3181326 3865628 10805504 13473509 4527615 35853582 8472051 27381531 219290 198009 268865 297902 566849 1550915 37404497 1448440 0.73200 0.73700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 309000 309000 1639057 1018481 620576 133779 129596 4183 839552 758079 81473 634280 634280 1649512 Operating lease liability 88156 88156 8150248 793786 261498 1055284 7094964 60670 60670 7155634 6199400 261498 261498 5937902 60670 60670 5998572 Golf tournaments 800696 630412 170284 68114 12413 96989 Hall of Achievement 586112 427397 158715 115000 27490 0 4 565353 518275 47078 23555 46406 1952161 1576084 376077 206669 39903 143395 389967 -13890 1 College Scholarships 31 69460 Scholarships Part I, Line 2: Junior Achievement of Southeast Texas, Inc. awards scholarships to local high school seniors. Students participating in the JA programs are encouraged to apply. Application information is available on the website - www.jahouston.org. Applicants are evaluated annually by the Board of Directors Education Committee. X X X 0 0 0 0 0 0 0 1 0 Joseph C Burke President 356918 0 89000 0 0 0 11550 0 21497 0 478965 0 0 0 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. X Auction items 121 101734 FMV X Education supplies 21 28440 FMV X Supplies 28 23926 FMV X Raffle items 44 9977 FMV 0 0 0 Form 990, Part VI, Section A, line 1a The Executive Committee of the Board of Directors works with the key employees to provide corporate governance oversight of operations. The Executive Committee then makes recommendations to the Board, the members who vote to provide final direction and approval of significant transactions. Form 990, Part VI, Section B, line 11b The Audit Committee is provided the draft 990 for review. Once all review comments are addressed, and as necessary, the return is updated, the Audit Committee will approve the draft for filing. The 990 is provided to the governing body before filing the return. Form 990, Part VI, Section B, line 12c All board members and employees sign a conflict of interest statement annually. The President monitors contracts and vendors to help ensure business transactions do not involve conflicts of interest. The President reports any potential conflicts to the Executive Committee and Board Chair. Further, for any items/transactions put before the Board for vote involving a vendor or outside party - the residing Chair will ask if there are any conflicts of interest. If a Board member has a conflict, they must abstain from the vote. Form 990, Part VI, Section B, line 15 The board Chair of the Talent & Compensation Committee reviews all staff, including the CEO, and provides input and observations for the entire Compensation Committee. The board's Compensation Committee reviews pay for all employees, particularly the executive staff - they use a formal process called Willis Towers Watson as a guideline, including compensation surveys and consultants. Form 990, Part VI, Section C, line 19 The audited financial statements and the public copy of the Form 990 are posted to JASET's website. We make available any other documents upon request.