Nonprofit · EIN 59-2333738
JUNIOR ACHIEVEMENT USA
Also known as JUNIOR ACHIEVEMENT OF THE PALM BEAC
Tax-exempt · WEST PALM BCH, FL 33401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,288,669 | $1,468,194 | -$179,525 | $527,142 | $47,735 | $479,407 |
| June 30, 2024 | 990 | $1,270,984 | $1,598,681 | -$327,697 | $819,025 | $160,093 | $658,932 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,260,735
- of which government grants
- $30,698
- Program service revenue
- $0
- Investment income
- $3,650
- Net income from fundraising events
- $6,284
- Other revenue
- $24,284
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $141,416
- Other salaries and wages
- $584,392
- Salaries, compensation and benefits (total)
- $873,399
- Professional fundraising fees
- $0
- Occupancy
- $44,547
- Travel
- $31,996
- Depreciation
- $7,909
- Program services (functional)
- $1,205,227
- Management and general (functional)
- $24,877
- Fundraising (functional)
- $238,090
Balance sheet and other
- Total assets, start of year
- $819,025
- Total assets, end of year
- $527,142
- Total liabilities, end of year
- $47,735
- Net assets, end of year
- $479,407
- Land, buildings and equipment
- $1,804
- Net assets without donor restrictions
- $479,407
- Gross receipts
- $1,333,795
- Employees
- 12
- Volunteers
- 862
- Year formed
- 1981
- State of legal domicile
- FL
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Claudia Kirk Barto | Former CEO Officer | 2 | $141,416 |
| Katie Spitzig | – | 40 | $114,383 |
| Sonia Milavsky | Director Trustee or director | 2 | $0 |
| Hernan Zurita | Director Trustee or director | 2 | $0 |
| Joe Kowalczyk | Audit Chair Trustee or director | 2 | $0 |
| Terisa Heine | Board Member Trustee or director | 2 | $0 |
| Michael Percy | Strategic Chair Trustee or director | 2 | $0 |
| Dr Mary Dupont | Board Member Trustee or director | 2 | $0 |
| Melissa Nash | Board Member Trustee or director | 40 | $0 |
| Chris Losquadro | Board Member Trustee or director | 2 | $0 |
| Alyssa Freeman | Vice Chair Trustee or director | 2 | $0 |
| Cara Perry | Board Member Trustee or director | 2 | $0 |
| Al Loureiro | Board Chair Trustee or director | 2 | $0 |
| Ricky Wade | Board Member Trustee or director | 2 | $0 |
| Josh Vandagriff | Dev Chair Trustee or director | 2 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Ossaba | Assistant Treas Trustee or director | 2 | $0 |
| Mark Wade | Emeritus Board Trustee or director | 2 | $0 |
| Dr David Nicholson | Emeritus Board Trustee or director | 2 | $0 |
| John McGowan | Secretary Officer | 2 | $0 |
| Carla Thrower | Treasurer Officer | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Claudio Kirk Barto | Former CEO Officer | 40 | $150,000 |
| Michael Becker | Chairman Trustee or director | 2 | $0 |
| Trey Fogg | Audit Chairman Trustee or director | 2 | $0 |
| Joe Kowalczyk | Board Member Trustee or director | 2 | $0 |
| Terisa Heine | Board Member Trustee or director | 2 | $0 |
| Michael Percy | Strategic Chair Trustee or director | 2 | $0 |
| Thomas Pinckney | Vice Chairman Trustee or director | 2 | $0 |
| Dr Mary Dupont | Board Member Trustee or director | 2 | $0 |
| Melissa Nash | Board Member Trustee or director | 40 | $0 |
| Welsonne Renoir | Board Member Trustee or director | 2 | $0 |
| Jay Boggess | Board Member Trustee or director | 2 | $0 |
| Chris Losquadro | Board Member Trustee or director | 2 | $0 |
| Jodi Chu | Board Member Trustee or director | 2 | $0 |
| Alyssa Freeman | Board Member Trustee or director | 2 | $0 |
| Cara Perry | Board Member Trustee or director | 2 | $0 |
| Colleen Scerri | Board Member Trustee or director | 2 | $0 |
| Al Loureiro | Board Chair Trustee or director | 2 | $0 |
| Ricky Wade | Board Member Trustee or director | 2 | $0 |
| Josh Vandagriff | Dev Chair Trustee or director | 2 | $0 |
| Daniel Ossaba | Board Member Trustee or director | 2 | $0 |
| Mark Wade | Emeritus Board Trustee or director | 2 | $0 |
| Dr David Nicholson | Emeritus Board Trustee or director | 2 | $0 |
| John McGowan | Secretary Officer | 2 | $0 |
| Katie Thompson | COO Officer | 2 | $0 |
| Carla Thrower | Treasurer Officer | 2 | $0 |
| Samuel Edwards | Brand Chair Officer | 2 | $0 |
| Chelsea Furman | Asst Secretary Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 700 S ROSEMARY AVE STE 204, WEST PALM BCH, FL 33401-6310
- Principal officer (990 for 2024)
- Katie Thompson
- Signed the 990
- Katie Thompson, COO
- Phone
- (561) 373-6696
- Website
- www.juniorachievement.com
- Return prepared by
- DIVINE BLALOCK MARTIN & SELLARI LLC
Mission
Our mission is to inspire and prepare young people to succeed in a global economy through classroom programs and simulations that focus on financial literacy, work readiness, and entrepreneurship. Since 1981, Junior Achievement of the Palm Beaches & Treasure Coast has inspired the next generation to be financially capable and tenacious; equipped with the tools to solve problems creatively, manage risk effectively, and welcome opportunity. Through our innovative and experiential financial literacy, job readiness and entrepreneurship K-12 programs taught by community volunteer role models, we inspire the next generation to navigate their path toward their dreams.
Program accomplishments
- JA In-Class Programs are either taught over the course of a few weeks, completed in a one-day format, or taught after school. Trained community volunteers prepare students from kindergarten through 12th grade for the real world by showing them how to generate and effectively manage income, create jobs to benefit the community, and apply entrepreneurial thinking to the workplace. The weekly and after school JA In-Class Program format consists of five to eight 45-minute classroom visits. The JA-In-A-Day Program enables volunteers to present the curriculum in one five-hour day is an excellent opportunity for corporate or community groups to volunteer.Expenses $492,352
- 3DE by JA is an innovative high school instructional model proven to accelerate student engagement and academic outcomes in traditional public high schools. The instructional model at 3DE schools is based around case method, wherein the cases are a platform to connect an interdisciplinary project-based approach to standards-based learning. Case Method integrates real-world concepts and experiences across all disciplines and subject areas, allowing students to gain access and skills to navigate careers in high-growth industries. The program is designed to expose students to hands-on, project-based learning challenges provided by local and national business partners. Students learn through real-world experiences to develop competencies for competitiveness, while increasing in-class engagement, discovering individual value, and accelerating academic comprehension. This comprehensive approach unlocks the creative capital of educators and fosters the behaviors, skills, and mindsets that drive student access and opportunity.Expenses $293,063
- In JA Career Speaker Series, a volunteer guest speaker visits the classroom or participates virtually and shares information about his or her career, work, and education experience. The speaker may bring props, work samples, or other visuals to help engage students. JA Career Speaker Series is part of the JA work and career readiness pathway and can be placed in grades K-12. The learning experience is available in classroom based, remote synchronous, recorded video, or after-school/out-of-school implementation. JA learning experiences support national and state standards in reading, mathematics, social studies, and work and career readiness.The JA Career Speaker Series Program was utilized by school counselors during their career exploration lessons with students in grades K-5. These local videos helped to expose students to real careers available in our community. 96% of school counselors agreed that these videos enhanced their lessons and they were eager to participate again each year!Expenses $163,096
- The JA High School Heroes and JA College Champion programs transform high school and college students into role models who inspire elementary students by teaching the Junior Achievement curriculum. High school or college students are matched with an elementary school teacher and grouped into teams of 2 to 4 to teach a series of five 45-minute sessions, either weekly or in a day, to an elementary class. Heroes and Champions develop and enhance team building, public speaking, and leadership skills, while elementary students learn financial basics through fun and interactive lessons. The JA Programs are aligned to State standards. All JA programs focus on one or more of our three pillars of student success: financial literacy, workforce readiness, and entrepreneurship. Each lesson is activity-based, reinforcing important concepts through hands-on learning.Expenses $91,902
- JA Launch Lesson recruits entrepreneurs and business owners to commit one hour of their time to share their stories and open the eyes of high school students to the opportunities of creating their own companies. Entrepreneurs and business owners are paired with a school that works best for their schedules and provides discussion guidelines for shaping their talk and engaging with students. The experience offers volunteers the opportunity to connect with students, provide relevant information about their company and entrepreneurial journey, and share advice and next steps for students who are interested in starting their own businesses.Expenses $86,500
- JA Inspire is more than a career fair; it brings together the business community and local schools and is designed to help launch middle school students into their future high school, college, careers and beyond. The program is both classroom- and event-based and consists of three segments: 1. In-class sessions presented by the classroom teacher; 2. the hands-on JA Inspire Expo; and 3. an in-class debrief. During the JA Inspire Expo, students participate in hands-on activities, often using equipment or tools used on a job. The multi-hour experience is configurable to align with local industry and career opportunities. JA Inspire is part of the JA work and career readiness pathway and is intended for middle school students (grades 6-8). JA programs support national and state standards in reading, mathematics, social studies, and work and career readiness.JA Inspire provides opportunities for students to learn about different career industries. Not all students receive career mentorship at home or have access to all the career options that may be available to them. Through JA Inspire, students get the opportunity to learn about careers from caring mentors in time to plan their high school coursework, have a better path to success, and a pathway to prosperity. For businesses, this is their chance to build their future workforce through experiential and hands-on learning.Expenses $78,314
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2333738
- 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
- Category (NTEE)
- International, foreign affairs and national security (Q320)
- Group exemption
- 1116: JUNIOR ACHIEVEMENT USA
- Assets (IRS master file)
- $527,142
- Income (IRS master file)
- $1,333,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,288,669 | $1,468,194 | $527,142 | XML |
| 990 | June 2024 | $1,270,984 | $1,598,681 | $819,025 | XML |
| 990 | June 2023 | $1,357,895 | $1,357,571 | $1,242,732 | IRS |
| 990 | June 2022 | $1,514,386 | $1,176,627 | $1,189,125 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 59-2333738).
Questions about JUNIOR ACHIEVEMENT USA
- What is the EIN of JUNIOR ACHIEVEMENT USA?
- The employer identification number (EIN) of JUNIOR ACHIEVEMENT USA is 59-2333738.
- 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 Katie Thompson.
- Who are the officers and directors of JUNIOR ACHIEVEMENT USA?
- The 990 for the year ended June 30, 2025 lists 20 people; 2 received compensation from the organization, the highest $141,416 (Claudia Kirk Barto, Former CEO).
- How much revenue does JUNIOR ACHIEVEMENT USA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,288,669, expenses of $1,468,194 and total assets of $527,142 at year end.
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