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Nonprofit · EIN 91-0604913

JUNIOR ACHIEVEMENT USA

Also known as JUNIOR ACHIEVEMENT OF WASHINGTON

Tax-exempt · AUBURN, WA 98001

Financials

$4.6M$4.5M2022$3.6M$4.9M2023$3.1M$4.9M2024
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$3,059,722$4,927,846-$1,868,124$11,457,404$6,900,657$4,556,747
June 30, 2024990$3,567,122$4,881,021-$1,313,899$13,515,179$7,117,793$6,397,386
June 30, 2023990$4,572,856$4,503,993$68,863$15,054,210$7,342,925$7,711,285
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,620,209
Program service revenue
$265,788
Investment income
$332,590
Net income from fundraising events
-$158,865
Other revenue
-$158,865

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$647,122
Other salaries and wages
$1,988,933
Salaries, compensation and benefits (total)
$2,999,159
Professional fundraising fees
$0
Accounting fees
$35,930
Occupancy
$745,039
Travel
$22,217
Depreciation
$73,199
Program services (functional)
$3,140,512
Management and general (functional)
$1,504,579
Fundraising (functional)
$282,755

Balance sheet and other

Total assets, start of year
$13,515,179
Total assets, end of year
$11,457,404
Total liabilities, end of year
$6,900,657
Net assets, end of year
$4,556,747
Land, buildings and equipment
$122,571
Publicly traded securities
$3,992,591
Net assets without donor restrictions
$867,760
Net assets with donor restrictions
$3,688,987
Gross receipts
$3,292,787
Employees
36
Volunteers
2,816
Year formed
1953
State of legal domicile
WA

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
NATALIE VEGA O'NEILCEO/PRESIDENT
Officer
40$414,737$50,020
LISA STURGISCHIEF DEVELOPMENT OFFICER
Officer
40$178,984$0
JAN M O'CONNELLCHIEF OF STAFF
Highest-paid employee
40$157,415$0
ERIN MORGANCHIEF FINACIAL OFFICER
Officer
40$134,571$7,653
TAMMY R LAYTON-NEESEVP OF ACCOUNTING & HR
Highest-paid employee
40$139,616$0
JASON BERRYVP IMPACT & INNOVATION
Highest-paid employee
40$120,535$0
TIM TASKERBOARD CHAIR
Trustee or director, Officer
5$0$0
STEPHEN WILLIAMSBOARD TREASURER
Trustee or director, Officer
3$0$0
ANTHONY METOYERBOARD SECRETARY
Trustee or director, Officer
3$0$0
DARREN ALGERMEMBER
Trustee or director
1$0$0
GILBERT ALVAREZMEMBER
Trustee or director
1$0$0
DOUG BEIGHLEMEMBER
Trustee or director
1$0$0
HEATHER BURRISMEMBER
Trustee or director
1$0$0
AMY BANOVICHMEMBER
Trustee or director
1$0$0
FRANK CORREALEMEMBER
Trustee or director
1$0$0
13 more people on this return
NameTitleHours / weekCompensation
RYAN BARTLETTMEMBER
Trustee or director
1$0
NICOLE HUGHESMEMBER
Trustee or director
1$0
AMBER EIKELMEMBER
Trustee or director
1$0
JEANNE JONESMEMBER
Trustee or director, Officer
1$0
ANDREW FARRELLMEMBER
Trustee or director
1$0
RON LYNCHMEMBER
Trustee or director
1$0
MEGAN GEBHARDTMEMBER
Trustee or director
1$0
PAT MASTALERMEMBER
Trustee or director
1$0
JIM MCDERMETMEMBER
Trustee or director
1$0
CHRISTINE DEPUTYMEMBER
Trustee or director
1$0
TIM HOEFELMEMBER
Trustee or director
1$0
LENORE DROLLINGERMEMBER
Trustee or director
1$0
STACY CRIMMEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 41 people
NameTitleHours / weekCompensationOther / benefits
NATALIE VEGA O'NEILJAWA CEO
Officer
40$432,291$19,661
BARBIE SEIFERTCHIEF ADVANCEMENT OFFICER
Officer
40$153,150$13,823
ROSE BARTLETTCHIEF FINACIAL OFFICER
Officer
40$146,860$14,570
JAN M O'CONNELLCHIEF OF STAFF
Highest-paid employee
40$145,849$5,834
TAMMY R LAYTON-NEESEVP FINANCE & HR
Highest-paid employee
40$119,010$13,820
JASON BERRYVP IMPACT & INNOVATION
Highest-paid employee
40$119,869$11,280
TIM TASKERBOARD CHAIR
Trustee or director, Officer
1$0$0
ANTHONY METOYERSECRETARY
Trustee or director, Officer
1$0$0
STEPHEN WILLIAMSBOARD TREASURER
Trustee or director, Officer
1$0$0
GILBERT ALVAREZMEMBER
Trustee or director
1$0$0
AMY BANOVICHMEMBER
Trustee or director
1$0$0
DOUG BEIGHLEMEMBER
Trustee or director
1$0$0
BRAD BERGMEMBER
Trustee or director
1$0$0
TARA BROWNREGIONAL CHAIR
Trustee or director, Officer
1$0$0
HEATHER BURRISREGIONAL CHAIR
Trustee or director, Officer
1$0$0
STACY CRIMMEMBER
Trustee or director
1$0$0
LENORE DROLLINGERMEMBER
Trustee or director
1$0$0
AMBER EIKELMEMBER
Trustee or director
1$0$0
ANDREW FARRELLMEMBER
Trustee or director
1$0$0
MEGAN GEBHARDTMEMBER
Trustee or director
1$0$0
BRIAN HANERREGIONAL CHAIR
Trustee or director, Officer
1$0$0
MATT HENDERSONREGIONAL CHAIR
Trustee or director, Officer
1$0$0
TIM HOEFELMEMBER
Trustee or director
1$0$0
JEANNE JONESMEMBER
Trustee or director, Officer
1$0$0
DAVID LARKINREGIONAL CHAIR
Trustee or director
1$0$0
RON LYNCHMEMBER
Trustee or director
1$0$0
JIM MCDERMETMEMBER
Trustee or director
1$0$0
STAN MCNAUGHTONMEMBER
Trustee or director
1$0$0
BRANDI MOREIRAREGIONAL CHAIR
Trustee or director, Officer
1$0$0
MATT NELSONREGIONAL CHAIR
Trustee or director, Officer
1$0$0
SEAN O'HEIRREGIONAL CHAIR
Trustee or director, Officer
1$0$0
FRANCESCA PERIMEMBER
Trustee or director
1$0$0
BRANDON ROSEMEMBER
Trustee or director
1$0$0
LISA STIRGUSMEMBER
Trustee or director
1$0$0
JAINE SWATIMEMBER
Trustee or director
1$0$0
JOAN WANGMEMBER
Trustee or director
1$0$0
MARYETTA WILLIAMSMEMBER
Trustee or director
1$0$0
DAVID WISEREGIONAL CHAIR
Trustee or director, Officer
1$0$0
ALLIE WITTENBERGERMEMBER
Trustee or director
1$0$0
JOEL YEAGERREGIONAL CHAIR
Trustee or director, Officer
1$0$0
KATRINA ZAMETSMEMBER
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 39 people
NameTitleHours / weekCompensationOther / benefits
NATALIE VEGA O'NEILPRESIDENT & CEO
Officer
40$319,065$19,839
BARBIE SEIFERTCHIEF DEVELOPMENT OFFICER
Officer
40$188,164$16,239
ROSE BARTLETTCHIEF FINANCIAL OFFICER
Officer
40$138,807$13,860
JAN MARGARET O'CONNELLCHIEF OF STAFF
Highest-paid employee
40$127,291$5,092
TAMMY LAYTON NEESEVP FINANCE & HR
Highest-paid employee
40$104,272$11,952
LISA STIRGUSBOARD CHAIR; IMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0
ANTHONY METOYERSECRETARY
Trustee or director, Officer
1$0$0
MS ROBIN KRUEGERMEMBER
Trustee or director
1$0$0
TRAVIS SIMPSONIMMEDIATE PAST TREASURER
Trustee or director, Officer
1$0$0
TIMOTHY TASKERBOARD CHAIR
Trustee or director, Officer
1$0$0
AMY BANOVICHMEMBER
Trustee or director
1$0$0
BRAD BERGMEMBER
Trustee or director
1$0$0
LENORE DROLLINGERMEMBER
Trustee or director
1$0$0
STACY CRIMMEMBER
Trustee or director
1$0$0
BRIAN HANERMEMBER
Trustee or director
1$0$0
DR MELBAJEAN B HERNANDEZMEMBER
Trustee or director
1$0$0
SWATI JAINMEMBER
Trustee or director
1$0$0
MIKE LETTIGMEMBER
Trustee or director
1$0$0
JIM MCDERMETMEMBER
Trustee or director
1$0$0
MATT HENDERSONMEMBER
Trustee or director
1$0$0
MATT NELSONMEMBER
Trustee or director
1$0$0
FRANCESCA PERIMEMBER
Trustee or director
1$0$0
MARYETTA WILLIAMSMEMBER
Trustee or director
1$0$0
CARRIE WILSONMEMBER
Trustee or director
1$0$0
KATRINA ZAMETSMEMBER
Trustee or director
1$0$0
DOUG BEIGHLEMEMBER
Trustee or director
1$0$0
ANDREW FARRELLMEMBER
Trustee or director
1$0$0
SEAN O'HEIRMEMBER
Trustee or director
1$0$0
MEGAN GEBHARDTMEMBER
Trustee or director
1$0$0
ALLIE WITTENBERGERMEMBER
Trustee or director
1$0$0
TIM HOEFELMEMBER
Trustee or director
1$0$0
DAVID LARKINMEMBER
Trustee or director
1$0$0
RONALD H LYNCHMEMBER
Trustee or director
1$0$0
STAN W MCNAUGHTONMEMBER
Trustee or director
1$0$0
BRANDI MOREIRAMEMBER
Trustee or director
1$0$0
SHEILA OLIVERMEMBER
Trustee or director
1$0$0
JOAN WANGMEMBER
Trustee or director
1$0$0
STEPHEN WILLIAMSBOARD TREASURER
Trustee or director, Officer
1$0$0
DAVID A WISEMEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1610 PERIMETER RD, AUBURN, WA 98001-6572
In care of
% TAMMY NEESE
Principal officer (990 for 2024)
NATALIE VEGA O'NEIL, 1610 PERIMETER ROAD, AUBURN, WA 98001
Signed the 990
NATALIE VEGA O'NEIL, PRESIDENT AND CEO
Phone
(206) 296-2600
Return prepared by
LARSON GROSS ADVISORS LLC

Mission

JUNIOR ACHIEVEMENT'S PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROVEN LESSONS IN FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP ALIGN WITH NATIONAL AND STATE STANDARDS, AND POSITIVELY IMPACT THE LIVES OF YOUNG PEOPLE.

990 for the year ended June 30, 2025

Program accomplishments

  • 2,729 VOLUNTEERS HELPED JUNIOR ACHIEVEMENT BRING LIFE-CHANGING SKILLS IN FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURSHIP TO 59,886 STUDENTS IN ELEMENTARY, MIDDLE, AND HIGH SCHOOL PROGRAMS WITH EXPANDED OUTREACH TO YOUNG ADULTS (18YR-25YR) THROUGHOUT WASHINGTON STATE AND NORTHERN IDAHO.
    Expenses $2,268,839
  • OUR EDUCATION CENTER PROVIDES EXPERIENTIAL LEARNING EXPERIENCES, HELPING STUDENTS EXPERIENCE AND UNDERSTAND THE REAL WORLD. IN JA BIZTOWN, STUDENTS OPERATE A CITY. IN JA FINANCE PARK, STUDENTS SIMULATE ADULT LIFE, LEARNING ABOUT BUDGETING AND PERSONAL FINANCE.
    Expenses $871,673 · revenue $265,788

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
91-0604913
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)
$11,457,404
Income (IRS master file)
$3,292,787

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,059,722$4,927,846$11,457,404IRS
990June 2024$3,567,122$4,881,021$13,515,179IRS
990June 2023$4,572,856$4,503,993$15,054,210XML
990June 2022$3,714,673$4,281,307$15,193,505IRS
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 91-0604913).

Questions about JUNIOR ACHIEVEMENT USA

What is the EIN of JUNIOR ACHIEVEMENT USA?
The employer identification number (EIN) of JUNIOR ACHIEVEMENT USA is 91-0604913.
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 NATALIE VEGA O'NEIL.
Who are the officers and directors of JUNIOR ACHIEVEMENT USA?
The 990 for the year ended June 30, 2025 lists 28 people; 6 received compensation from the organization, the highest $414,737 (NATALIE VEGA O'NEIL, CEO/PRESIDENT).
How much revenue does JUNIOR ACHIEVEMENT USA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,059,722, expenses of $4,927,846 and total assets of $11,457,404 at year end.

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