Nonprofit · EIN 61-0476694
JUNIOR ACHIEVEMENT OF KENTUCKIANA INC
Tax-exempt · LOUISVILLE, KY 40203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,124,661 | $2,190,995 | -$66,334 | $6,276,969 | $121,082 | $6,155,887 |
| June 30, 2024 | 990 | $1,905,724 | $2,019,665 | -$113,941 | $6,238,852 | $258,004 | $5,980,848 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,911,336
- of which government grants
- $50,000
- Program service revenue
- $138,974
- Investment income
- $176,628
- Net gain from sales of assets
- $26,887
- Net income from fundraising events
- -$102,277
- Other revenue
- -$102,277
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $574,808
- Other salaries and wages
- $553,081
- Salaries, compensation and benefits (total)
- $1,283,031
- Professional fundraising fees
- $0
- Accounting fees
- $29,010
- Occupancy
- $86,686
- Travel
- $41,739
- Depreciation
- $218,348
- Program services (functional)
- $1,715,598
- Management and general (functional)
- $236,372
- Fundraising (functional)
- $239,025
Balance sheet and other
- Total assets, start of year
- $6,238,852
- Total assets, end of year
- $6,276,969
- Total liabilities, end of year
- $121,082
- Net assets, end of year
- $6,155,887
- Land, buildings and equipment
- $1,268,169
- Publicly traded securities
- $3,840,128
- Net assets without donor restrictions
- $6,023,578
- Net assets with donor restrictions
- $132,309
- Gross receipts
- $3,573,261
- Employees
- 39
- Volunteers
- 3,189
- Year formed
- 1949
- State of legal domicile
- KY
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 | Other / benefits |
|---|---|---|---|---|
| JENNIFER HELGESON | PRESIDENT Officer | 37.5 | $197,216 | $19,191 |
| JILLIAN CANTU | EXECUTIVE VICE PRESIDENT Officer | 37.5 | $125,874 | $15,582 |
| SHARON PEACOCK | SENIOR VICE PRESIDENT Officer | 37.5 | $125,666 | $15,366 |
| JULAYNE AMSTUTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARTIN L BELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| M JOSEPH BISIG IV | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD A SPENCER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NIKKI CARVER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARC B CHARNAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NANCY B DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNETH W FAITH II | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILL RIVES | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PAUL G FULTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS C GLEASON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANKUR N GOPAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
57 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD L GOSSMAN | DIRECTOR Trustee or director | 2 | $0 |
| TAYLOR M HAMILTON | DIRECTOR Trustee or director | 2 | $0 |
| DOUG HELM | DIRECTOR Trustee or director | 2 | $0 |
| JAMES HORLANDER | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN J JOYNT | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH KAPLAN | DIRECTOR Trustee or director | 2 | $0 |
| ANN LEONARD | DIRECTOR Trustee or director | 2 | $0 |
| JIM MEYERS | DIRECTOR Trustee or director | 2 | $0 |
| RYAN SIENKOWSKI | DIRECTOR Trustee or director | 2 | $0 |
| ADAM SIMON | DIRECTOR Trustee or director | 2 | $0 |
| DAVID S SINCLAIR | DIRECTOR Trustee or director | 2 | $0 |
| DALE B SKAGGS | DIRECTOR Trustee or director | 2 | $0 |
| STEPHANIE MOONEY | CHAIR Trustee or director, Officer | 2 | $0 |
| TODD SPURGEON | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN STAPLES | SECRETARY Trustee or director, Officer | 2 | $0 |
| WILLIAM SUMMERS V | DIRECTOR Trustee or director | 2 | $0 |
| FRANK O BARLOW | DIRECTOR Trustee or director | 2 | $0 |
| BRIAN HART | DIRECTOR Trustee or director | 2 | $0 |
| MEAGHAN REYNOLDS | DIRECTOR Trustee or director | 2 | $0 |
| DALE SHINKLE | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER L WILLIAMS | DIRECTOR Trustee or director | 2 | $0 |
| JUSTIN ALEXANDER | DIRECTOR Trustee or director | 2 | $0 |
| DEMETRIUS HOLLOWAY | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTOPHER MANZO | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| RYAN M WILLEY | DIRECTOR Trustee or director | 2 | $0 |
| RACHEL SPURLOCK | TREASURER Trustee or director, Officer | 2 | $0 |
| PATRICK FARNAN | DIRECTOR Trustee or director | 2 | $0 |
| JOHN C TAFT | DIRECTOR Trustee or director | 2 | $0 |
| LAQUITA WORNOR | DIRECTOR Trustee or director | 2 | $0 |
| JOHN WURTENBERGER | DIRECTOR Trustee or director | 2 | $0 |
| DENNIS HEISHMAN | DIRECTOR Trustee or director | 2 | $0 |
| RANDISHA CARTER | DIRECTOR Trustee or director | 2 | $0 |
| ANGELA VAIRO | DIRECTOR Trustee or director | 2 | $0 |
| JESSICA HOLLERAN | DIRECTOR Trustee or director | 2 | $0 |
| TAYLOR JOLLY | DIRECTOR Trustee or director | 2 | $0 |
| AMANDA KRAMER | DIRECTOR Trustee or director | 2 | $0 |
| KIM MORALES | DIRECTOR Trustee or director | 2 | $0 |
| SHELBY SOMERVELL | DIRECTOR Trustee or director | 2 | $0 |
| LARRY W MYERS | DIRECTOR Trustee or director | 2 | $0 |
| JON BAUGHMAN | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTOPHER W BROOKER | DIRECTOR Trustee or director | 2 | $0 |
| GREGORY M CARROLL | DIRECTOR Trustee or director | 2 | $0 |
| ADAM HACK | DIRECTOR Trustee or director | 2 | $0 |
| CHARLES P HARRIS | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL J MCGEE | DIRECTOR Trustee or director | 2 | $0 |
| JUSTIN MORRIS | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW PHELPS | DIRECTOR Trustee or director | 2 | $0 |
| KATRINA DIETRICH | DIRECTOR Trustee or director | 2 | $0 |
| SCARLETT SHINE | DIRECTOR Trustee or director | 2 | $0 |
| CORY THORNE | DIRECTOR Trustee or director | 2 | $0 |
| JOHN ANDERSON | DIRECTOR Trustee or director | 2 | $0 |
| W DUNCAN CROSBY III | DIRECTOR Trustee or director | 2 | $0 |
| TOSHA RIDENOUR | DIRECTOR Trustee or director | 2 | $0 |
| JASON PENDLETON | DIRECTOR Trustee or director | 2 | $0 |
| JOSH KIDD | DIRECTOR Trustee or director | 2 | $0 |
| LUKE FITZGERALD | DIRECTOR Trustee or director | 2 | $0 |
| AUSTIN COFFEY | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 72 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER HELGESON | PRESIDENT Officer | 37.5 | $174,965 | $29,958 |
| SHARON PEACOCK | SENIOR VICE PRESIDENT Officer | 37.5 | $121,495 | $13,001 |
| JILLIAN CANTU | EXECUTIVE VICE PRESIDENT Officer | 37.5 | $121,495 | $13,001 |
| JULAYNE AMSTUTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARTIN L BELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| M JOSEPH BISIG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TODD A SPENCER | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NIKKI CARVER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARC B CHARNAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NANCY B DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNETH W FAITH II | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILL RIVES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PAUL G FULTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| THOMAS C GLEASON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANKUR N GOPAL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DONALD L GOSSMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR M HAMILTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOUG HELM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES HORLANDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN J JOYNT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ELIZABETH KAPLAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN LAWSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANN LEONARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JIM MEYERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RYAN SIENKOWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ADAM SIMON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID S SINCLAIR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DALE B SKAGGS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHANIE MOONEY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TODD SPURGEON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN STAPLES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILLIAM SUMMERS V | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRANK O BARLOW | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN HART | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MEAGHAN REYNOLDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DALE SHINKLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAMES THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER L WILLIAMS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUSTIN ALEXANDER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CLEO BATTLE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEMETRIUS HOLLOWAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER MANZO | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RYAN M WILLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RACHEL SPURLOCK | ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PATRICK FARNAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN C TAFT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KRISTA WARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN WURTENBERGER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DENNIS HEISHMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR M THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDISHA CARTER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANGELA VAIRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JESSICA HOLLERAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR JOLLY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMANDA KRAMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KIM MORALES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GENNY WENTA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHELBY SOMERVELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LARRY W MYERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JON BAUGHMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER W BROOKER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| GREGORY M CARROLL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ADAM HACK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARLES P HARRIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL J MCGEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUSTIN MORRIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANDREW PHELPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATRINA DIETRICH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR A SCARLETT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CORY THORNE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN ANDERSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| W DUNCAN CROSBY III | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 W MUHAMMAD ALI BLVD, LOUISVILLE, KY 40203-1745
- Principal officer (990 for 2024)
- JENNIFER HELGESON, 1401 W MUHAMMAD ALI BLVD, LOUISVILLE, KY 40203
- Signed the 990
- JENNIFER HELGESON, PRESIDENT
- Phone
- (502) 561-5437
- Website
- WWW.JAKY.ORG
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
JUNIOR ACHIEVEMENT OF KENTUCKIANA'S MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THE ORGANIZATION IS THE REGION'S LEADING PROVIDER OF LIFE-CHANGING ECONOMICS PROGRAMS FOR STUDENTS.
Program accomplishments
- JUNIOR ACHIEVEMENT OF KENTUCKIANA'S PROGRAMS INCLUDE EDUCATING ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS IN THE AREAS OF FREE ENTERPRISE, BUSINESS ECONOMICS AND WORKPLACE PREPARATION. THESE PROGRAMS ARE DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. JUNIOR ACHIEVEMENT EMPOWERS STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASES THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. JA HAS ENHANCED PROGRAMMING TO INCREASE EFFORTS IN COMMUNITY OUTREACH FOR STUDENTS.Expenses $1,715,598 · revenue $138,974
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
- 61-0476694
- 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)
- $6,276,969
- Income (IRS master file)
- $3,573,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,124,661 | $2,190,995 | $6,276,969 | XML |
| 990 | June 2024 | $1,905,724 | $2,019,665 | $6,238,852 | XML |
| 990 | June 2023 | $2,606,824 | $1,833,337 | $6,000,874 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 61-0476694).
Questions about JUNIOR ACHIEVEMENT OF KENTUCKIANA INC
- What is the EIN of JUNIOR ACHIEVEMENT OF KENTUCKIANA INC?
- The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF KENTUCKIANA INC is 61-0476694.
- Is JUNIOR ACHIEVEMENT OF KENTUCKIANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Which annual return does JUNIOR ACHIEVEMENT OF KENTUCKIANA INC 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 OF KENTUCKIANA INC 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 OF KENTUCKIANA INC 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 OF KENTUCKIANA INC?
- The 990 for the year ended June 30, 2025 names JENNIFER HELGESON.
- Who are the officers and directors of JUNIOR ACHIEVEMENT OF KENTUCKIANA INC?
- The 990 for the year ended June 30, 2025 lists 72 people; 3 received compensation from the organization, the highest $197,216 (JENNIFER HELGESON, PRESIDENT).
- How much revenue does JUNIOR ACHIEVEMENT OF KENTUCKIANA INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,124,661, expenses of $2,190,995 and total assets of $6,276,969 at year end.
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