2023-03-06T11:20:43-06:00 2022-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-07-01 741153957 Junior Achievement of Southeast Texas Inc JUNI 7136824500 2115 E Governors Circle Houston TX 77092 Joseph C Burke President 7136824500 2023-03-06 1 Joseph Burke 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Joseph C Burke 2115 E Governors Circle Houston TX 77092 13184279 0 1116 X www.jahouston.org X 1945 TX Junior Achievement helps students understand and take advantage of opportunities in life. 102 102 40 4423 0 0 3865628 10805504 22500 196171 922724 451121 -29665 110841 4781187 11563637 123000 67766 0 0 2521130 2788289 0 144000 852164 1390849 1960416 4034979 4960471 746208 6603166 11637809 16092096 1407256 584265 10230553 15507831 X The mission of Junior Achievement is to provide youth with a practical and realistic education and experience in the private enterprise economic system. 0 0 3655684 67766 196171 Junior 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, 2022, 103,307 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. 3655684 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 102 102 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X X Liisa Williams 7136824500 2115 East Governors Circle Houston TX 77092 Juliet Breeze Chair 1.00 0.00 X X 0 0 0 Niloufar K Molavi Vice Chair 1.00 0.00 X X 0 0 0 Bill Swanstrom Secretary 1.00 0.00 X X 0 0 0 Frank C Steininger Treasurer 1.00 0.00 X X 0 0 0 Lina Amador Director 1.00 0.00 X 0 0 0 Evelyn Angelle Director 1.00 0.00 X 0 0 0 Hami V Arrington Director 1.00 0.00 X 0 0 0 Duke Austin Director 1.00 0.00 X 0 0 0 Sidney Barrau Director 1.00 0.00 X 0 0 0 Tracy Beam Director 1.00 0.00 X 0 0 0 Tom Behanick Director 1.00 0.00 X 0 0 0 Jody R Black Director 1.00 0.00 X 0 0 0 Omar Boulos Director 1.00 0.00 X 0 0 0 Danny Brown Director 1.00 0.00 X 0 0 0 Deric Bryant Director 1.00 0.00 X 0 0 0 Nick Buckner Director 1.00 0.00 X 0 0 0 Sue Burnett Director 1.00 0.00 X 0 0 0 Darin Carroll Director 1.00 0.00 X 0 0 0 Richard Castillo Director 1.00 0.00 X 0 0 0 Albert Chao Director 1.00 0.00 X 0 0 0 Bruce Chinn Director 1.00 0.00 X 0 0 0 Richard Cisneros Director 1.00 0.00 X 0 0 0 Mark Cizek Director 1.00 0.00 X 0 0 0 Joseph Connelly Director 1.00 0.00 X 0 0 0 Helen Conte Director 1.00 0.00 X 0 0 0 Juan C Cuesta Director 1.00 0.00 X 0 0 0 Jeff Deatsman Director 1.00 0.00 X 0 0 0 Thomas B DeBesse Director 1.00 0.00 X 0 0 0 Peter C DeLongchamps Director 1.00 0.00 X 0 0 0 Bradley Dodson Director 1.00 0.00 X 0 0 0 Adam M Drutz Director 1.00 0.00 X 0 0 0 Keven Dunphy Director 1.00 0.00 X 0 0 0 Gregory L Ebel Director 1.00 0.00 X 0 0 0 Greg A Engel Director 1.00 0.00 X 0 0 0 Kola Fagbayi Director 1.00 0.00 X 0 0 0 Larry Franco Director 1.00 0.00 X 0 0 0 Robert Franklin Director 1.00 0.00 X 0 0 0 Greg C Garland Director 1.00 0.00 X 0 0 0 Mewael Ghebremichael Director 1.00 0.00 X 0 0 0 Michael Graff Director 1.00 0.00 X 0 0 0 Ziad Haddad Director 1.00 0.00 X 0 0 0 Jarin Hansen Director 1.00 0.00 X 0 0 0 Mark Henry Director 1.00 0.00 X 0 0 0 Richard W Heo Director 1.00 0.00 X 0 0 0 Georganne Hodges Director 1.00 0.00 X 0 0 0 Andrew Hull Director 1.00 0.00 X 0 0 0 Preeti Jain Director 1.00 0.00 X 0 0 0 Roberta Jones Director 1.00 0.00 X 0 0 0 Luke Keller Director 1.00 0.00 X 0 0 0 Joseph W Kelly Director 1.00 0.00 X 0 0 0 Elizabeth Killinger Director 1.00 0.00 X 0 0 0 John Kuehn Director 1.00 0.00 X 0 0 0 Holli Ladhani Director 1.00 0.00 X 0 0 0 Joel Lambert Director 1.00 0.00 X 0 0 0 Mark Lashier Director 1.00 0.00 X 0 0 0 Kathy P Lehne Director 1.00 0.00 X 0 0 0 John Lionberger PE Director 1.00 0.00 X 0 0 0 Bruce G Macklin Director 1.00 0.00 X 0 0 0 Paul Marsden Director 1.00 0.00 X 0 0 0 Janette Marx Director 1.00 0.00 X 0 0 0 Nestor de Mattos Director 1.00 0.00 X 0 0 0 Bruce McCullough Director 1.00 0.00 X 0 0 0 Michael C McMurray Director 1.00 0.00 X 0 0 0 Michele McNichol Director 1.00 0.00 X 0 0 0 Jeff Miers Director 1.00 0.00 X 0 0 0 Bruce Miller Director 1.00 0.00 X 0 0 0 Gerard L Monsivaiz Director 1.00 0.00 X 0 0 0 Praveen Naik Director 1.00 0.00 X 0 0 0 Curtis Null EdD Director 1.00 0.00 X 0 0 0 Colin O'Beirne Director 1.00 0.00 X 0 0 0 Mark Odom Director 1.00 0.00 X 0 0 0 Sandra Oliver Director 1.00 0.00 X 0 0 0 Ian Ord Director 1.00 0.00 X 0 0 0 Jeff M Parent Director 1.00 0.00 X 0 0 0 Daron D Peschel Director 1.00 0.00 X 0 0 0 Jamie Pierce Director 1.00 0.00 X 0 0 0 Gregg S Piontek Director 1.00 0.00 X 0 0 0 Manuel Prieto Director 1.00 0.00 X 0 0 0 Kathleen Pritchard Director 1.00 0.00 X 0 0 0 Scott M Prochazka Director 1.00 0.00 X 0 0 0 Revati Puranik Director 1.00 0.00 X 0 0 0 Lees Rodionov Director 1.00 0.00 X 0 0 0 Matt Sasso Director 1.00 0.00 X 0 0 0 Tony Saucedo II Director 1.00 0.00 X 0 0 0 Julie Sheppard Director 1.00 0.00 X 0 0 0 Alan Sikarskie Director 1.00 0.00 X 0 0 0 Sandeep Singhal Director 1.00 0.00 X 0 0 0 Humberto Sirvent Director 1.00 0.00 X 0 0 0 David C Skinner Director 1.00 0.00 X 0 0 0 Ryan C Spangler PE Director 1.00 0.00 X 0 0 0 Larry C Stephens Jr Director 1.00 0.00 X 0 0 0 David L Stover Director 1.00 0.00 X 0 0 0 Laura Tibodeau Director 1.00 0.00 X 0 0 0 Marc J Vandermeer Director 1.00 0.00 X 0 0 0 Bret VanderVoort ARM Director 1.00 0.00 X 0 0 0 Gregory M Vesey Director 1.00 0.00 X 0 0 0 Carol G Warley Director 1.00 0.00 X 0 0 0 Lyle Williams Director 1.00 0.00 X 0 0 0 Clint L Woods Director 1.00 0.00 X 0 0 0 Ellis Wyms Director 1.00 0.00 X 0 0 0 Melinda Yee Director 1.00 0.00 X 0 0 0 Deanna Young Director 1.00 0.00 X 0 0 0 Joseph C Burke President 40.00 0.00 X 384928 0 30969 DeJeania E Jones Vice President, Capstone Programs 40.00 0.00 X 100214 0 20070 485142 0 51039 2 0 1 0 3DE National LLC 3565 Piedmont Rd NE Atlanta GA 30305 Instructional model contracted services 476044 Dini Spheris Inc 2727 Allen Pkwy Ste 1650 Houston TX 77019 Fundraising consultant 144000 2 1600575 704189 8500740 116999 10805504 Class fees 561000 196171 196171 196171 268865 268865 1482075 1299819 182256 182256 182256 431664 1600575 320823 110841 110841 11563637 196171 0 561962 67766 67766 533180 439081 32965 61134 1773866 1268557 172407 332902 51734 37030 5017 9687 268200 194827 25080 48293 161309 119094 14459 27756 26300 26300 144000 144000 52418 52418 43698 43572 126 30183 30183 54556 13143 38302 3111 118177 88185 10127 19865 187753 157668 7947 22138 19212 15761 3020 431 70176 52153 6173 11850 140225 113038 12840 14347 95981 90154 1996 3831 Enrichment program 476044 476044 Program materials 455224 455224 Event expenses 121010 121010 Recruiting and training 69459 67959 1500 4960471 3655684 452623 852164 421935 1502714 213100 97229 506750 4509290 84472 146075 111591 105204 4422143 2670095 1835084 1752048 8464877 7978914 622 11637809 16092096 102756 284018 147000 130000 644900 170247 512600 0 1407256 584265 X 7672403 7435631 2558150 8072200 10230553 15507831 11637809 16092096 6603166 -1325888 0 X 0 1 X 1 0 X 4318255 4783489 3181326 3865628 10805504 26954202 4318255 4783489 3181326 3865628 10805504 26954202 1656881 25297321 264106 238917 219290 198009 268865 1189187 28143389 1039128 0.89890 0.91210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 354257 354257 2963923 1783860 1180063 328902 228357 100545 775061 657878 117183 1752048 10189689 -1325888 4358 -1321530 11511219 52418 52418 11563637 4912411 4358 4358 4908053 52418 52418 4960471 X X X 0 Dini Spheris Inc 2727 Allen Pkwy Ste 1650 Houston TX 77019 Capital campaign consulting 0 5501179 144000 5357179 5501179 144000 5357179 Hall of Achievement 818557 617607 200950 34747 72525 Golf tournaments 722544 564533 158011 51926 12019 49918 4 491138 418435 72703 35447 4945 2713 56583 2032239 1600575 431664 122120 16964 2713 179026 320823 110841 1 College Scholarships 36 67766 Part I, Line 2: Junior Achievement of Southeast Texas, Inc. awards scholarships to local high school seniors. Students participating in the JA programs are encouraged to apply. Application information is available on the website - www.jahouston.org. Applicants are evaluated annually by the Board of Directors Education Committee. 1 X X X 0 0 0 0 0 0 0 1 0 Joseph C Burke President 329928 0 55000 0 0 0 10150 0 20819 0 415897 0 0 0 Part I, Line 7 The Board approved a discretionary bonus for the President based solely on his performance in managing the operation and to achieve a total competitive compensation package for an experienced President running an organization the size of Junior Achievement of Southeast Texas in Houston, Texas. X Auction items 51 78181 FMV X Computer equipment 61 21800 FMV X Supplies 14 14968 FMV X Raffle items 11 2050 FMV 0 0 0 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 Committee is provided the draft 990 for review. Once all review comments are addressed, and as necessary, the return is updated, the Audit Committee will approve the draft for filing. The public copy of the 990 is provided to the governing body before filing the return. 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 15a The board's Compensation Committee reviews pay for all employees, particularly the executive staff - they use a formal process called Equi-Comp 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.