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Nonprofit · EIN 38-1348535

JUNIOR ACHIEVEMENT USA

Also known as JUNIOR ACHIEVEMENT OF SOUTHEASTERN

Tax-exempt · DETROIT, MI 48226

Financials

$2.8M$2M2022$4M$3.1M2023$3.8M$3.1M2024
Revenue Expenses · by fiscal year end
Financials of JUNIOR ACHIEVEMENT USA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,831,895$3,062,757$769,138$6,964,437$602,814$6,361,623
June 30, 2024990$4,008,428$3,143,310$865,118$6,817,286$1,191,329$5,625,957
June 30, 2023990$2,820,071$2,042,022$778,049$4,838,526$200,773$4,637,753
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,724,809
of which government grants
$2,180,019
Program service revenue
$4,139
Investment income
$139,530
Net gain from sales of assets
$6,750
Net income from fundraising events
-$43,731
Other revenue
-$36,583

Expenses

Grants and similar amounts paid
$1,000
Compensation of officers, directors and key employees
$240,240
Other salaries and wages
$1,165,839
Salaries, compensation and benefits (total)
$1,662,996
Professional fundraising fees
$0
Accounting fees
$29,750
Occupancy
$13,716
Travel
$77,903
Depreciation
$102,862
Program services (functional)
$2,286,093
Management and general (functional)
$399,931
Fundraising (functional)
$376,733

Balance sheet and other

Total assets, start of year
$6,817,286
Total assets, end of year
$6,964,437
Total liabilities, end of year
$602,814
Net assets, end of year
$6,361,623
Land, buildings and equipment
$3,356,425
Publicly traded securities
$439,214
Net assets without donor restrictions
$5,222,919
Net assets with donor restrictions
$1,138,704
Gross receipts
$5,361,602
Employees
14
Volunteers
854
Year formed
1949
State of legal domicile
MI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JASON LEEPRESIDENT & CEO
Officer
40$243,630$22,686
CINDY BAZNERSENIOR VP & COO (ENDED 5/25)
Highest-paid employee
40$200,606$16,917
CRYSTAL SMITHVP OF PHILANTHROPY
Highest-paid employee
40$147,767$30,316
ANITA MARTINEZSENIOR VP & COO
Highest-paid employee
40$151,380$5,931
BETH O'CONNORVP OF PROGRAMS
Highest-paid employee
40$145,779$7,160
GARY ABERNATHYDIRECTOR
Trustee or director
1$0$0
GREG BURNICKDIRECTOR
Trustee or director
1$0$0
DAVID CAMPBELLDIRECTOR
Trustee or director
1$0$0
GERALD CHIDDICKDIRECTOR
Trustee or director
1$0$0
JASON COFFMANDIRECTOR
Trustee or director
1$0$0
DAVEDA COLBERTDIRECTOR
Trustee or director
1$0$0
MITCHELL DANGREMONDDIRECTOR
Trustee or director
1$0$0
GORDON DIDIERDIRECTOR
Trustee or director
1$0$0
MICHAEL DOLSONDIRECTOR
Trustee or director
1$0$0
DAVID FLYNNDIRECTOR
Trustee or director
1$0$0
29 more people on this return
NameTitleHours / weekCompensation
RYAN GIACOLONEDIRECTOR
Trustee or director
1$0
JEFF GLASERDIRECTOR
Trustee or director
1$0
JOSIE HUNWICKDIRECTOR
Trustee or director
1$0
DIMITRIUS HUTCHERSONDIRECTOR
Trustee or director
1$0
STEFANIE KIMBALLDIRECTOR
Trustee or director
1$0
BRIAN MAC LEANDIRECTOR
Trustee or director
1$0
STEPHANIE MARIANOSDIRECTOR
Trustee or director
1$0
RICK MATTOONDIRECTOR
Trustee or director
1$0
REUBEN MAXBAUERDIRECTOR
Trustee or director
1$0
NAVIA MCCLOUDDIRECTOR
Trustee or director
1$0
MARGARET MUZZINDIRECTOR
Trustee or director
1$0
SIDHARTHA NAIRDIRECTOR
Trustee or director
1$0
LINDA RATLIFF-WATKINSDIRECTOR
Trustee or director
1$0
ELIZABETH ROGERSDIRECTOR
Trustee or director
1$0
LEIGH SCHULTENOVERDIRECTOR
Trustee or director
1$0
AMY SCHULTZDIRECTOR
Trustee or director
1$0
CHRIS SCOTTDIRECTOR
Trustee or director
1$0
WILLIAM SHEADIRECTOR
Trustee or director
1$0
CLEB SIANSIDIRECTOR
Trustee or director
1$0
CHRIS SPAUDEDIRECTOR
Trustee or director
1$0
MEGHAN STOREYDIRECTOR
Trustee or director
1$0
CARRIE UHLDIRECTOR
Trustee or director
1$0
CHRISTOPHER WEISSDIRECTOR
Trustee or director
1$0
ROD WRIGHTDIRECTOR
Trustee or director
1$0
JESSICA HERRONSECRETARY
Trustee or director, Officer
3$0
HOWARD L DOW IIITREASURER
Trustee or director, Officer
3$0
RHONDA MCNALLYVICE CHAIR
Trustee or director, Officer
3$0
RHONDA LAURENCELLECHAIR
Trustee or director, Officer
3$0
SCOTT MULLANIMMEDIATE PAST CHAIR
Trustee or director, Officer
3$0
990 for the year ended June 30, 2024: 50 people
NameTitleHours / weekCompensationOther / benefits
JASON LEEPRESIDENT & CEO
Officer
40$212,388$8,054
CINDY BAZNERSENIOR VP & COO
Highest-paid employee
40$169,284$14,561
CRYSTAL SMITHVP OF PHILANTHROPY
Highest-paid employee
40$135,739$6,726
BETH O'CONNORVP OF PROGRAMS
Highest-paid employee
40$123,516$6,379
GARY ABERNATHYDIRECTOR
Trustee or director
1$0$0
RAFAEL AMOROSDIRECTOR
Trustee or director
1$0$0
GREG BURNICKDIRECTOR
Trustee or director
1$0$0
DAVID CAMPBELLDIRECTOR
Trustee or director
1$0$0
GERALD CHIDDICKDIRECTOR
Trustee or director
1$0$0
JASON COFFMANDIRECTOR
Trustee or director
1$0$0
DAVEDA COLBERTDIRECTOR
Trustee or director
1$0$0
MITCHELL DANGREMONDDIRECTOR
Trustee or director
1$0$0
GORDON DIDIERDIRECTOR
Trustee or director
1$0$0
MICHAEL DOLSONDIRECTOR
Trustee or director
1$0$0
STEVEN ENGLEHARTDIRECTOR
Trustee or director
1$0$0
DAVID FLYNNDIRECTOR
Trustee or director
1$0$0
RYAN GIACOLONEDIRECTOR
Trustee or director
1$0$0
JESSICA HERRONDIRECTOR
Trustee or director
1$0$0
JOSIE HUNWICKDIRECTOR
Trustee or director
1$0$0
DIMITRIUS HUTCHERSONDIRECTOR
Trustee or director
1$0$0
BRYAN KIELERDIRECTOR
Trustee or director
1$0$0
STEFANIE KIMBALLDIRECTOR
Trustee or director
1$0$0
AMY KULIKOWSKIDIRECTOR
Trustee or director
1$0$0
STEPHANIE MARIANOSDIRECTOR
Trustee or director
1$0$0
RICK MATTOONDIRECTOR
Trustee or director
1$0$0
REUBEN MAXBAUERDIRECTOR
Trustee or director
1$0$0
RHONDA MCNALLYDIRECTOR
Trustee or director
1$0$0
PAUL MOZAKDIRECTOR
Trustee or director
1$0$0
MARGARET MUZZINDIRECTOR
Trustee or director
1$0$0
SIDHARTHA NAIRDIRECTOR
Trustee or director
1$0$0
AARON RAJDADIRECTOR
Trustee or director
1$0$0
LINDA RATLIFF-WATKINSDIRECTOR
Trustee or director
1$0$0
ROBERT ROBINSON JRDIRECTOR
Trustee or director
1$0$0
ELIZABETH ROGERSDIRECTOR
Trustee or director
1$0$0
LEIGH SCHULTENOVERDIRECTOR
Trustee or director
1$0$0
CHRIS SCOTTDIRECTOR
Trustee or director
1$0$0
DAVID SCOTTDIRECTOR
Trustee or director
1$0$0
DEMETRIUS SCOTTDIRECTOR
Trustee or director
1$0$0
CLEB SIANSIDIRECTOR
Trustee or director
1$0$0
SEAN SMITHDIRECTOR
Trustee or director
1$0$0
CHRIS SPAUDEDIRECTOR
Trustee or director
1$0$0
MEGHAN STOREYDIRECTOR
Trustee or director
1$0$0
CARRIE UHLDIRECTOR
Trustee or director
1$0$0
CHRISTOPHER WEISSDIRECTOR
Trustee or director
1$0$0
ROD WRIGHTDIRECTOR
Trustee or director
1$0$0
VALIENA A ALISONSECRETARY
Trustee or director, Officer
3$0$0
HOWARD L DOW IIITREASURER
Trustee or director, Officer
3$0$0
RHONDA LAURENCELLEVICE CHAIR
Trustee or director, Officer
3$0$0
SCOTT MULLANCHAIR
Trustee or director, Officer
3$0$0
GINA COLEMANIMMEDIATE PAST CHAIR
Trustee or director, Officer
3$0$0
990 for the year ended June 30, 2023: 49 people
NameTitleHours / weekCompensationOther / benefits
JASON LEEPRESIDENT & CEO
Officer
40$190,323$8,779
LUCINDA BAZNERSENIOR VP & COO
Highest-paid employee
40$159,201$15,344
CRYSTAL SMITHVP OF PHILANTHROPY
Highest-paid employee
40$125,841$13,110
GARY ABERNATHYDIRECTOR
Trustee or director
1$0$0
GREG ANDERSONDIRECTOR
Trustee or director
1$0$0
RAFAEL AMOROSDIRECTOR
Trustee or director
1$0$0
GREG BURNICKDIRECTOR
Trustee or director
1$0$0
DAVID CAMPBELLDIRECTOR
Trustee or director
1$0$0
GERALD CHIDDICKDIRECTOR
Trustee or director
1$0$0
JASON COFFMANDIRECTOR
Trustee or director
1$0$0
DAVEDA COLBERTDIRECTOR
Trustee or director
1$0$0
MITCHELL DANGREMONDDIRECTOR
Trustee or director
1$0$0
GORDON DIDIERDIRECTOR
Trustee or director
1$0$0
MICHAEL DOLSONDIRECTOR
Trustee or director
1$0$0
STEVEN ENGLEHARTDIRECTOR
Trustee or director
1$0$0
DAVID FLYNNDIRECTOR
Trustee or director
1$0$0
RYAN GIACOLONEDIRECTOR
Trustee or director
1$0$0
JESSICA HERRONDIRECTOR
Trustee or director
1$0$0
JOSIE HUNWICKDIRECTOR
Trustee or director
1$0$0
DIMITRIUS HUTCHERSONDIRECTOR
Trustee or director
1$0$0
MICHELLE JOHNSON-TIDJANIDIRECTOR
Trustee or director
1$0$0
BRYAN KIELERDIRECTOR
Trustee or director
1$0$0
STEFANIE KIMBALLDIRECTOR
Trustee or director
1$0$0
AMY KULIKOWSKIDIRECTOR
Trustee or director
1$0$0
RICK MATTOONDIRECTOR
Trustee or director
1$0$0
REUBEN MAXBAUERDIRECTOR
Trustee or director
1$0$0
RHONDA MCNALLYDIRECTOR
Trustee or director
1$0$0
PAUL MOZAKDIRECTOR
Trustee or director
1$0$0
SIDHARTHA NAIRDIRECTOR
Trustee or director
1$0$0
AARON RAJDADIRECTOR
Trustee or director
1$0$0
LINDA RATLIFF-WATKINSDIRECTOR
Trustee or director
1$0$0
ROBERT ROBINSON JRDIRECTOR
Trustee or director
1$0$0
ELIZABETH ROGERSDIRECTOR
Trustee or director
1$0$0
LEIGH SCHULTENOVERDIRECTOR
Trustee or director
1$0$0
DARRIN SCHULTZDIRECTOR
Trustee or director
1$0$0
CHRIS SCOTTDIRECTOR
Trustee or director
1$0$0
DAVID SCOTTDIRECTOR
Trustee or director
1$0$0
DEMETRIUS SCOTTDIRECTOR
Trustee or director
1$0$0
SEAN SMITHDIRECTOR
Trustee or director
1$0$0
CHRIS SPAUDEDIRECTOR
Trustee or director
1$0$0
REBECCA STEGALLDIRECTOR
Trustee or director
1$0$0
CARRIE UHLDIRECTOR
Trustee or director
1$0$0
ROD WRIGHTDIRECTOR
Trustee or director
1$0$0
BECKY MCCABEDIRECTOR (ENDED 7/8/2022)
Trustee or director
1$0$0
VALIENA A ALLISONSECRETARY
Trustee or director, Officer
3$0$0
HOWARD L DOW IIITREASURER
Trustee or director, Officer
3$0$0
RHONDA LAURENCELLEVICE CHAIR
Trustee or director, Officer
3$0$0
SCOTT MULLANCHAIR
Trustee or director, Officer
3$0$0
GINA COLEMANIMMEDIATE PAST CHAIR
Trustee or director, Officer
3$0$0

Address and contacts

Address (IRS master file)
577 E LARNED ST, DETROIT, MI 48226-4316
Principal officer (990 for 2024)
JASON LEE, 577 EAST LARNED STREET, DETROIT, MI 48226
Signed the 990
JASON LEE, PRESIDENT & CEO
Phone
(313) 962-2550
Return prepared by
MANER COSTERISAN PC

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
38-1348535
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,964,437
Income (IRS master file)
$5,361,602

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,831,895$3,062,757$6,964,437XML
990June 2024$4,008,428$3,143,310$6,817,286IRS
990June 2023$2,820,071$2,042,022$4,838,526XML
990June 2022$1,987,873$1,747,073$4,097,069IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1348535).

Questions about JUNIOR ACHIEVEMENT USA

What is the EIN of JUNIOR ACHIEVEMENT USA?
The employer identification number (EIN) of JUNIOR ACHIEVEMENT USA is 38-1348535.
Is JUNIOR ACHIEVEMENT USA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Which annual return does JUNIOR ACHIEVEMENT USA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JUNIOR ACHIEVEMENT USA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JUNIOR ACHIEVEMENT USA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JUNIOR ACHIEVEMENT USA?
The 990 for the year ended June 30, 2025 names JASON LEE.
Who are the officers and directors of JUNIOR ACHIEVEMENT USA?
The 990 for the year ended June 30, 2025 lists 44 people; 5 received compensation from the organization, the highest $243,630 (JASON LEE, PRESIDENT & CEO).
How much revenue does JUNIOR ACHIEVEMENT USA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,831,895, expenses of $3,062,757 and total assets of $6,964,437 at year end.

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