2024-01-26T15:07:47-06:00 2023-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-07-01 741153957 Junior Achievement of Southeast Texas Inc JUNI 7139360663 2925 Briarpark Drive 575 Houston TX 77042 Joseph C Burke President 7139360663 2024-01-26 1 Joseph Burke 999009999 0 Barbara Murphy P01386215 7134395739 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Joseph C Burke 2925 Briarpark Drive 575 Houston TX 77042 15953430 0 1116 X www.jahouston.org X 1945 TX Junior Achievement of Southeast Texas helps prepare today's students for a bright future. 101 101 38 5059 0 0 10805504 13473509 196171 259748 451121 373866 110841 1191 11563637 14108314 67766 72128 0 0 2788289 3219747 144000 0 806357 1960416 2320610 4960471 5612485 6603166 8495829 16092096 24949579 584265 530755 15507831 24418824 X The mission of Junior Achievement is to provide youth with a practical and realistic education and experience in the private enterprise economic system. 0 0 4336849 72128 259748 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, 2023, 112,692 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. 4336849 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 9 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 101 101 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 Juliet Breeze Chair 1.00 X X 0 0 0 Niloufar K Molavi Vice Chair 1.00 X X 0 0 0 Bill Swanstrom Secretary 1.00 X X 0 0 0 Frank C Steininger Treasurer 1.00 X X 0 0 0 Lina Amador Director 1.00 X 0 0 0 Evelyn Angelle Director 1.00 X 0 0 0 Pierre Aristide Director 1.00 X 0 0 0 Hami Arrington Director 1.00 X 0 0 0 Duke Austin Director 1.00 X 0 0 0 Sidney Barrau Director 1.00 X 0 0 0 Tracy Beam Director 1.00 X 0 0 0 Tom Behanick Director 1.00 X 0 0 0 Jody Black Director 1.00 X 0 0 0 Omar Boulos Director 1.00 X 0 0 0 Danny Brown Director 1.00 X 0 0 0 Deric Bryant Director 1.00 X 0 0 0 Nick Buckner Director 1.00 X 0 0 0 Sue Burnett Director 1.00 X 0 0 0 Darin Carroll Director 1.00 X 0 0 0 Richard Castillo Director 1.00 X 0 0 0 Albert Chao Director 1.00 X 0 0 0 Richard Cisneros Director 1.00 X 0 0 0 Mark Cizek Director 1.00 X 0 0 0 Joe Connelly Director 1.00 X 0 0 0 Helen Conte Director 1.00 X 0 0 0 Juan Cuesta Director 1.00 X 0 0 0 Nestor de Mattos Director 1.00 X 0 0 0 Jeff Deatsman Director 1.00 X 0 0 0 Pete DeLongchamps Director 1.00 X 0 0 0 Bradley Dodson Director 1.00 X 0 0 0 Adam Drutz Director 1.00 X 0 0 0 Keven Dunphy Director 1.00 X 0 0 0 Greg Ebel Director 1.00 X 0 0 0 Greg Engel Director 1.00 X 0 0 0 Darren Ercolani Director 1.00 X 0 0 0 Kola Fagbayi Director 1.00 X 0 0 0 Larry Franco Director 1.00 X 0 0 0 Bob Franklin Director 1.00 X 0 0 0 Greg Garland Director 1.00 X 0 0 0 Mewael Ghebremichael Director 1.00 X 0 0 0 Mike Graff Director 1.00 X 0 0 0 Ziad Haddad Director 1.00 X 0 0 0 Jarin Hansen Director 1.00 X 0 0 0 Mark Henry Director 1.00 X 0 0 0 Richard Heo Director 1.00 X 0 0 0 Georganne Hodges Director 1.00 X 0 0 0 Andy Hull Director 1.00 X 0 0 0 Preeti Jain Director 1.00 X 0 0 0 Robbie Jones Director 1.00 X 0 0 0 Luke Keller Director 1.00 X 0 0 0 Joe Kelly Director 1.00 X 0 0 0 Elizabeth Killinger Director 1.00 X 0 0 0 John Kuehn Director 1.00 X 0 0 0 Holli Ladhani Director 1.00 X 0 0 0 Joel Lambert Director 1.00 X 0 0 0 Mark Lashier Director 1.00 X 0 0 0 Kathy Lehne Director 1.00 X 0 0 0 John Lionberger Director 1.00 X 0 0 0 Bruce Macklin Director 1.00 X 0 0 0 Paul Marsden Director 1.00 X 0 0 0 Janette Marx Director 1.00 X 0 0 0 Bruce McCullough Director 1.00 X 0 0 0 Michael McMurray Director 1.00 X 0 0 0 Michele McNichol Director 1.00 X 0 0 0 Jeff Miers Director 1.00 X 0 0 0 Bruce Miller Director 1.00 X 0 0 0 Gerard Monsivaiz Director 1.00 X 0 0 0 Melissa Moye Director 1.00 X 0 0 0 Praveen Naik Director 1.00 X 0 0 0 Curtis Null Director 1.00 X 0 0 0 Colin O'Beirne Director 1.00 X 0 0 0 Mark Odom Director 1.00 X 0 0 0 Sandra Oliver Director 1.00 X 0 0 0 Ian Ord Director 1.00 X 0 0 0 Jeff Parent Director 1.00 X 0 0 0 Daron Peschel Director 1.00 X 0 0 0 Jamie Pierce Director 1.00 X 0 0 0 Gregg Piontek Director 1.00 X 0 0 0 Manuel Prieto Director 1.00 X 0 0 0 Kathy Pritchard Director 1.00 X 0 0 0 Scott Prochazka Director 1.00 X 0 0 0 Rani Puranik Director 1.00 X 0 0 0 Lees Rodionov Director 1.00 X 0 0 0 Matt Sasso Director 1.00 X 0 0 0 Tony Saucedo Director 1.00 X 0 0 0 Julie Sheppard Director 1.00 X 0 0 0 Sandeep Singhal Director 1.00 X 0 0 0 Humberto Sirvent Director 1.00 X 0 0 0 David Skinner Director 1.00 X 0 0 0 Ryan Spangler Director 1.00 X 0 0 0 Larry Stephens Director 1.00 X 0 0 0 Dave Stover Director 1.00 X 0 0 0 Laura Tibodeau Director 1.00 X 0 0 0 Marc Vandermeer Director 1.00 X 0 0 0 Bret VanderVoort ARM Director 1.00 X 0 0 0 Greg Vesey Director 1.00 X 0 0 0 Carol Warley Director 1.00 X 0 0 0 Clint Woods Director 1.00 X 0 0 0 Ellis Wyms Director 1.00 X 0 0 0 Melinda Yee Director 1.00 X 0 0 0 Deanna Young Director 1.00 X 0 0 0 Joseph C Burke President 40.00 X 425717 0 30856 DeJeania E Jones VP, Capstone Programs 40.00 X 106341 0 23927 532058 0 54783 2 0 1 0 3DE National LLC 3565 Piedmont Rd NE Atlanta GA 30305 Instructional model contracted services 819036 1 1530276 900000 11043233 106973 13473509 Class fees 561000 259748 259748 259748 297902 297902 1540392 3870 1468298 0 72094 3870 75964 75964 378009 1530276 376818 1191 1191 14108314 259748 0 375057 72128 72128 586841 494999 39812 52030 2091274 1485642 177190 428442 58100 41439 4902 11759 298205 217333 24570 56302 185327 136771 15054 33502 439 439 60254 60254 43341 43341 7211 5158 2053 55225 13870 37579 3776 135320 101320 9944 24056 216282 159093 17730 39459 30295 23611 2860 3824 44298 32692 3598 8008 140077 113994 12320 13763 65715 59826 1826 4063 Enrichment program 819036 819036 Program materials 543000 543000 Event expenses 125143 125143 Recruiting and training 34974 22095 12702 177 5612485 4336849 469279 806357 1502714 357469 97229 51986 4509290 11226136 146075 166735 105204 65585 4486634 2807638 1752048 1678996 7978914 11400948 622 1724 16092096 24949579 284018 247759 130000 134000 170247 148996 584265 530755 X 7435631 8024266 8072200 16394558 15507831 24418824 16092096 24949579 X 8495829 379327 35837 X 0 1 X 1 0 X 4783489 3181326 3865628 10805504 13473509 36109456 4783489 3181326 3865628 10805504 13473509 36109456 8596962 27512494 238917 219290 198009 268865 297902 1222983 37332439 967063 0.73700 0.89890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45257 309000 354257 1324866 1639057 1857960 1105963 328902 236937 91965 839552 712741 126811 1678996 14533387 379327 53250 35837 468414 14064973 43341 43341 14108314 5622394 53250 53250 5569144 43341 43341 5612485 Part XI, Line 2d - Other Adjustments: Refund from closed pension plan Hall of Achievement 604950 459450 145500 100000 35282 Golf tournaments 762244 590573 171671 62916 11165 80863 4 541091 480253 60838 24917 61675 1908285 1530276 378009 187833 46447 142538 376818 1191 1 College Scholarships 40 72128 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. 1 X X X 0 0 0 0 0 0 0 1 0 Joseph C Burke President 341717 0 84000 0 0 0 10622 0 20234 0 456573 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 114 70155 FMV X Education supplies 16 14342 FMV X Supplies 16 11328 FMV X Raffle items 48 11147 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. Form 990, Part XI, line 9: Refund from closed pension plan 35,837.