Civic Intelligence

Junior Achievement of Southeast

EIN 74-1153957 • 501(c)3 • Houston, TX

Profile

Junior Achievement's mission is to inspire and prepare young people to succeed in a global economy.

6260 Retton DrHouston, TX 77092

www.jahouston.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.06x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

48th percentile

0.25x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$394,854

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

9.3%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$31,046,204

Up $4,051,948 (+15%) from 2024

Liabilities

Up

$1,972,685

Up $1,348,101 (+216%) from 2024

Net Assets

Up

$29,073,519

Up $2,703,847 (+10%) from 2024

Operations
Liabilities / Revenue48th percentileNet Margin80th percentile

Revenue

Up

$7,822,498

Up $666,864 (+9.3%) from 2024

Expenses

Down

$5,624,849

Down $373,723 (-6.2%) from 2024

Net Income

Up

$2,197,649

Up $1,040,587 (+90%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $10,202,734Liabilities 2010: $325,791Net Assets 2010: $9,876,9432010Assets 2011: $11,050,307Liabilities 2011: $477,054Net Assets 2011: $10,573,2532011Assets 2012: $11,171,068Liabilities 2012: $591,737Net Assets 2012: $10,579,3312012Assets 2013: $12,011,641Liabilities 2013: $821,688Net Assets 2013: $11,189,9532013Assets 2014: $12,210,434Liabilities 2014: $297,189Net Assets 2014: $11,913,2452014Assets 2015: $12,377,509Liabilities 2015: $395,891Net Assets 2015: $11,981,6182015Assets 2016: $12,048,138Liabilities 2016: $463,424Net Assets 2016: $11,584,7142016Assets 2017: $12,116,534Liabilities 2017: $561,401Net Assets 2017: $11,555,1332017Assets 2018: $11,436,733Liabilities 2018: $490,903Net Assets 2018: $10,945,8302018Assets 2019: $11,139,820Liabilities 2019: $399,080Net Assets 2019: $10,740,7402019Assets 2020: $10,819,562Liabilities 2020: $1,739,114Net Assets 2020: $9,080,4482020Assets 2021: $11,637,809Liabilities 2021: $1,407,256Net Assets 2021: $10,230,5532021Assets 2022: $16,092,096Liabilities 2022: $584,265Net Assets 2022: $15,507,8312022Assets 2023: $24,949,579Liabilities 2023: $530,755Net Assets 2023: $24,418,8242023Assets 2024: $26,994,256Liabilities 2024: $624,584Net Assets 2024: $26,369,6722024Assets 2025: $31,046,204Liabilities 2025: $1,972,685Net Assets 2025: $29,073,5192025

Highlighted filing

2025

Assets$31,046,204
Liabilities$1,972,685
Net Assets$29,073,519
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,368,2402010Expenses 2011: $4,903,4242011Expenses 2012: $4,798,2022012Expenses 2013: $5,143,1572013Revenue 2014: $5,903,983Expenses 2014: $5,667,032Net Income 2014: $236,9512014Revenue 2015: $6,384,211Expenses 2015: $5,858,978Net Income 2015: $525,2332015Revenue 2016: $5,459,101Expenses 2016: $5,662,829Net Income 2016: -$203,7282016Revenue 2017: $5,868,932Expenses 2017: $6,001,588Net Income 2017: -$132,6562017Revenue 2018: $5,184,544Expenses 2018: $5,759,451Net Income 2018: -$574,9072018Revenue 2019: $5,398,850Expenses 2019: $5,720,938Net Income 2019: -$322,0882019Revenue 2020: $3,695,133Expenses 2020: $5,408,180Net Income 2020: -$1,713,0472020Revenue 2021: $4,781,187Expenses 2021: $4,034,979Net Income 2021: $746,2082021Revenue 2022: $11,563,637Expenses 2022: $4,960,471Net Income 2022: $6,603,1662022Revenue 2023: $14,108,314Expenses 2023: $5,612,485Net Income 2023: $8,495,8292023Revenue 2024: $7,155,634Expenses 2024: $5,998,572Net Income 2024: $1,157,0622024Revenue 2025: $7,822,498Expenses 2025: $5,624,849Net Income 2025: $2,197,6492025

Highlighted filing

2025

Revenue$7,822,498
Expenses$5,624,849
Net Income$2,197,649
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,046,204
Liabilities
$1,972,685
Net assets
$29,073,519
Revenue
$7,822,498
Expenses
$5,624,849
Net income
$2,197,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$31.0$1.97$29.1$7.82$5.62$2.20
2024Detailed filing. Detailed filing data is available for this year.$27.0$0.62$26.4$7.16$6.00$1.16
2023Detailed filing. Detailed filing data is available for this year.$24.9$0.53$24.4$14.1$5.61$8.50
2022Detailed filing. Detailed filing data is available for this year.$16.1$0.58$15.5$11.6$4.96$6.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$1.41$10.2$4.78$4.03$0.75
2020Detailed filing. Detailed filing data is available for this year.$10.8$1.74$9.08$3.70$5.41$1.71
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.40$10.7$5.40$5.72$0.32
2018Detailed filing. Detailed filing data is available for this year.$11.4$0.49$10.9$5.18$5.76$0.57
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.56$11.6$5.87$6.00$0.13
2016Detailed filing. Detailed filing data is available for this year.$12.0$0.46$11.6$5.46$5.66$0.20
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.40$12.0$6.38$5.86$0.53
2014Detailed filing. Detailed filing data is available for this year.$12.2$0.30$11.9$5.90$5.67$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$0.82$11.2$5.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.59$10.6$4.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.48$10.6$4.90
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.33$9.88$4.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 8, 2026
Return Version
2024v5.5
Gross Receipts
$10,037,117
Mission and Program Overview

Mission

Junior Achievement's mission is to inspire and prepare young people to succeed in a global economy.

Junior Achievement of Southeast Texas helps prepare today's students for a bright future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,253,312$13,694,620▼ $2,558,692
Land, Buildings, and Equipment, Net$1,649,512$12,639,771▲ $10,990,259
Pledges and Grants Receivable$7,019,970$3,988,280▼ $3,031,690
Cash and Non-Interest-Bearing Accounts$1,684,719$396,175▼ $1,288,544
Accounts Receivable$135,493$208,992▲ $73,499
Prepaid Expenses and Deferred Charges$73,170$75,084▲ $1,914
Savings and Temporary Cash Investments$22,686$2,633▼ $20,053
Total Assets$26,994,256$31,046,204▲ $4,051,948
Other Assets Total$155,394$40,649▼ $114,745
Liabilities
Accounts Payable and Accrued Expenses$265,037$1,641,781▲ $1,376,744
Deferred Revenue$154,391$159,769▲ $5,378
Grants Payable$117,000$129,000▲ $12,000
Other Liabilities$88,156$42,135▼ $46,021
Total Liabilities$624,584$1,972,685▲ $1,348,101
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,563,172$18,431,742▲ $1,868,570
Net Assets Without Donor Restrictions$9,806,500$10,641,777▲ $835,277
Total Net Assets Fund Balance$26,369,672$29,073,519▲ $2,703,847
Total Liabilities and Net Assets / Fund Balance$26,994,256$31,046,204▲ $4,051,948

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,921,589-$6,921,589
Land$5,027,569-$5,027,569
Buildings$620,576$1,018,481$1,639,057
Equipment$65,854$775,297$841,151
Leasehold Improvements$4,183$129,596$133,779
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph C BurkePresidentFT$364,006$30,848$394,854
DeJeania E JonesVP, Capstone ProgramsFT$115,109$22,266$137,375
Ne'Cole CaldwellVP, EducationFT$110,608$24,999$135,607

Board Members and Trustees

NameTitle
Niloufar K MolaviChair
Michele McNicholVice Chair
Adam M DrutzDirector
Albert ChaoDirector
Bradley DodsonDirector
Bret VanderVoort ARMDirector
Brett MossmanDirector
Bruce G MacklinDirector
Bruce MillerDirector
Camilo AmezquitaDirector
Carol G WarleyDirector
Clint L WoodsDirector
Colin O'BeirneDirector
Curtis Null EdDDirector
Damon EchevarriaDirector
Dan KimmelDirector
Danny BrownDirector
Darin CarrollDirector
Daron D PeschelDirector
Darren ErcolaniDirector
David C SkinnerDirector
David L StoverDirector
Deanna YoungDirector
Deric BryantDirector
Drew HornDirector
Duke AustinDirector
Eli WarrenDirector
Elizabeth KillingerDirector
Evelyn AngelleDirector
Georganne HodgesDirector
Greg A EngelDirector
Greg C GarlandDirector
Gregory L EbelDirector
Gregory M VeseyDirector
Guillermo MartinezDirector
Hami V ArringtonDirector
Holli LadhaniDirector
Jamie PierceDirector
Janette MarxDirector
Jarin HansenDirector
Jeff MiersDirector
Joel LambertDirector
John Lionberger PEDirector
Joseph ConnellyDirector
Joseph W KellyDirector
Julie SheppardDirector
Juliet BreezeDirector
Kathleen PritchardDirector
Kathy P LehneDirector
Keven DunphyDirector
Kevin SyphardDirector
Kimberly BartaDirector
Larry C Stephens JrDirector
Larry FrancoDirector
Laura TibodeauDirector
Laura WhitleyDirector
Lees RodionovDirector
Lina AmadorDirector
Luke KellerDirector
Manuel PrietoDirector
Marc J VandermeerDirector
Mark LashierDirector
Mark OdomDirector
Melinda YeeDirector
Melissa MoyeDirector
Mewael GhebremichaelDirector
Nathan WikerDirector
Nick BucknerDirector
Praveen NaikDirector
Richard CisnerosDirector
Richard W HeoDirector
Robert FranklinDirector
Roberta JonesDirector
Roland SauermannDirector
Ron Holloway PhDDirector
Ryan BucholtzDirector
Sandra OliverDirector
Scott M ProchazkaDirector
Sidney BarrauDirector
Sue BurnettDirector
Todd GregoryDirector
Tracy BeamDirector
Bill SwanstromSecretary
Frank C SteiningerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kirksey ArchitectureArchitecture services6909 Portwest Dr, Houston, TX 77024$612,016
3DE National LLCInstructional model contracted services3565 Piedmont Rd NE, Atlanta, GA 30305$488,304
Grant Mackay Demolition CoConstruction services3610 Reeveston Rd, Houston, TX 77039$236,430
RR Donnelley and SonsPrinting services6315 W by NW Blvd, Houston, TX 77040$177,290
Revenue and Support

Revenue Composition

Contributions and Grants
$6,501,998
Program Service Revenue
$620,480
Investment Income
$701,195
Other Revenue
$-1,175
All Other Contributions
$4,857,248
Change in Net Assets
$2,197,649

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table102$57,195Fair Market Value (FMV)
Other Non Cash Contri Table39$18,942Fair Market Value (FMV)
Other Non Cash Contri Table12$15,574Fair Market Value (FMV)
Total Noncash Contributions153$91,711-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,767,048
Revenue Not Reported on Financial Statements
$55,450
Revenue Not Reported on Form 990
$523,198
Total Revenue per Audited Statements
$8,290,246
Total Revenue per Form 990
$7,822,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,173,697
Other Expenses$2,375,563
Total Fundraising Expense$862,235
Grants and Similar Amounts Paid$75,589
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,608,028$174,257$390,201$2,172,486
Occupancy$331,899$41,841$90,126$463,866
Current Officers, Directors, Trustees, and Key Employees$295,559$32,029$71,720$399,308
Other Employee Benefits$268,430$29,089$65,137$362,656
Payroll Taxes$134,642$14,591$32,672$181,905
Information Technology$81,961$10,270$22,122$114,353
Fees for Services Other$45,884$68,248-$114,132
Office Expenses$16,365$67,405$4,217$87,987
Grants to Domestic Individuals$75,589--$75,589
Insurance$54,095$6,778$14,601$75,474
Payments to Affiliates$48,285$6,050$13,033$67,368
Fees for Services Accounting-$61,406-$61,406
Pension Plan Contributions$42,445$4,598$10,299$57,342
Fees for Service Investment Mgmnt Fees-$55,450-$55,450
Depreciation Depletion$12,341$1,546$3,331$17,218
Travel$13,501$1,350-$14,851
Other Expenses$3,117$5,863$144,776$8,980
Total Functional Expenses$4,181,843$580,771$862,235$5,624,849

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,624,849
Total Expenses per Audited Statements$5,586,399
Expenses per Audited Statements$5,569,399
Expenses Not Reported on Financial Statements$55,450
Expenses Not Reported on Form 990$17,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$355,044
Fundraising Gross Income$353,869
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hall of Achievement$632,047$155,100$53,339$101,761
Golf tournaments$766,561$152,475$35,515$116,960
Total Events$1,998,619$353,869$355,044$-1,175
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liability$42,135
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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/risk committee reviews the 990, which is then shared with the full board.”

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 Talent & Compensation Committee. The board's Talent & Compensation Committee reviews pay for all employees, particularly executive staff, using the Willis Towers Watson formal process 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.”

Filing and Contact Details

Filer

Filer Name
Junior Achievement of Southeast
EIN
74-1153957
Phone
7136824500
Address
6260 Retton Dr, Houston, TX 77092

Signing Officer

Name
Joseph C Burke
Title
President
Phone
7136824500
Signed
2026-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph C Burke
Formed
1945
Legal Domicile
TX
Voting Board Members
84
Independent Board Members
84
Employees
43
Volunteers
4,462

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Raw XML AppendixShowing 400 of 1,143 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Junior 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, 2025, 93,700 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.
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IRS990/Form990PartVIISectionAGrp/PersonNm19Albert Chao

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