JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC (EIN 74-1153957)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-02-01
IRS object ID: 201140329349300314
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-01T12:43:54-08:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Blazek & Vetterling	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2900 Weslayan Suite 200	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	770275132	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	741153957	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Junior Achievement of Southeast	BusinessNameLine1
Business Name Line2	Texas Inc	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JUNI	NameControl
Phone	7136824500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2115 E Governors Circle	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77092	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Richard W Franke	Name
Title	President	Title
Date Signed	2011-02-01	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jody Blazek	Name
Phone	7134395739	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Richard W Franke	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2115 E Governors Circle	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77092	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	7095511	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Group Exemption Number	1116	GroupExemptionNumber
Organization501c	X	Organization501c
Web Site	www.houston.ja.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1950	YearFormation
State Legal Domicile	TX	StateLegalDomicile
Activity Or Mission Description	The development, promotion, financing, supervision and administration of the educational programs of Junior Achievement, which provides youth with practical and realistic education and experience in the private enterprise economic system.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	83	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	83	NbrIndependentVotingMembers
Total Nbr Employees	51	TotalNbrEmployees
Total Nbr Volunteers	10400	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	3725956	ContributionsGrantsPriorYear
Contributions Grants Current Year	3990408	ContributionsGrantsCurrentYear
Program Service Revenue CY	14770	ProgramServiceRevenueCY
Investment Income Prior Year	-30236	InvestmentIncomePriorYear
Investment Income Current Year	198609	InvestmentIncomeCurrentYear
Other Revenue Prior Year	772906	OtherRevenuePriorYear
Other Revenue Current Year	701833	OtherRevenueCurrentYear
Total Revenue Prior Year	4468626	TotalRevenuePriorYear
Total Revenue Current Year	4905620	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	303252	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	4840	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	2613818	SalariesEtcPriorYear
Salaries Etc Current Year	2478380	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	712116	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2614026	OtherExpensePriorYear
Other Expenses Current Year	1885020	OtherExpensesCurrentYear
Total Expenses Prior Year	5531096	TotalExpensesPriorYear
Total Expenses Current Year	4368240	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1062470	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	537380	RevenuesLessExpensesCY
Total Assets BOY	9373241	TotalAssetsBOY
Total Assets EOY	10202734	TotalAssetsEOY
Total Liabilities BOY	472677	TotalLiabilitiesBOY
Total Liabilities EOY	325791	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	8900564	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	9876943	NetAssetsOrFundBalancesEOY
Mission Description	The mission of Junior Achievement is to provide youth with a practical and realistic education and experience in the private enterprise economic system.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2137624	Expense
Description	Junior Achievement of Southeast Texas (JASET) shares and operates with the Worldwide Organization in the development, promotion, financing, supervision and administration of three education programs. These education programs provide youth with practical and realistic education and experience in the private enterprise, economic system.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	704410	Expense
Description	Elementary School - Elementary school programs focus on students' future roles ascitizens, workers and consumers; and emphasize the usefulness of school skills ineveryday life, as well as the importance of staying in school. The capstone programfor elementary school, JA Biztown, prepares students to run their own city withlessons 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.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	95199	Expense
Grants	4840	Grants
Description	High School - High school programs offer students opportunities to learn aboutbusiness, the global economy, saving and investing, careers and interpersonal skills. Students have the chance to form and run their own company, work with various online computer simulations, and hear about the world from positive adult role models.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	71749	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	14770	TotalOfOtherProgramServiceRev
Total Program Service Expense	3008982	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	3	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	51	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Form8886 T Filed	false	Form8886TFiled
Non Deductible Contributions	false	NonDeductibleContributions
Non Deductible Disclosure	false	NonDeductibleDisclosure
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Nbr Voting Governing Body Members	83	NbrVotingGoverningBodyMembers
Number Independent Voting Members	83	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	true	LocalChapters
Policies Reference Chapters	true	PoliciesReferenceChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Cheryl O'Brien	NamePerson
Telephone Number	7136824500	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2115 East Governers Circle	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77092	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (88 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
Trent S Aulbaugh
Director	1.00	X	0	0	0
Tony Samper
Director	1.00	X	0	0	0
Tom Behanick
Director	1.00	X	0	0	0
Toby N Hynes
Director	1.00	X	0	0	0
Timothy Tim R O'Brien
Director	1.00	X	0	0	0
Thomas P Kellagher
Treasurer	1.00	X	0	0	0	X
T Michael Mike Conway
Director	1.00	X	0	0	0
Susan Sue B Ortenstone
Director	1.00	X	0	0	0
Steve Taylor
Director	1.00	X	0	0	0
Stephen Steve A Furbacher
Director	1.00	X	0	0	0
Roberta Robbie Jones
Director	1.00	X	0	0	0
Robert G Bob Phillips
Director	1.00	X	0	0	0
Robert Bob P Daniels
Director	1.00	X	0	0	0
Richard W Franke
President	40.00		239868	0	44265	X
Richard Castillo
Director	1.00	X	0	0	0
Richard Rich E Chandler Jr
Director	1.00	X	0	0	0
Ren Degrve
Director	1.00	X	0	0	0
Randy L Limbacher
Director	1.00	X	0	0	0
Priscilla Plumb
Director	1.00	X	0	0	0
Peter W Buettgen
Director	1.00	X	0	0	0
Pete C DeLongchamps
Director	1.00	X	0	0	0
Paul Pennington
Director	1.00	X	0	0	0
Paul E Primavera
Director	1.00	X	0	0	0
Paul Davidson
Director	1.00	X	0	0	0
Patrick A Braun
Director	1.00	X	0	0	0
Nelson Bettencourt III
Director	1.00	X	0	0	0
Milo Bump
Director	1.00	X	0	0	0
Matthew Matt J Smith
Director	1.00	X	0	0	0
Martin Hand
Director	1.00	X	0	0	0
Martin Craighead
Director	1.00	X	0	0	0
Mark R Flagg
Director	1.00	X	0	0	0
Mark E Kimbell
Director	1.00	X	0	0	0
Marc J Vandermeer
Director	1.00	X	0	0	0
Luc J Messier
Director	1.00	X	0	0	0
Leonard Merrell EdD
Director	1.00	X	0	0	0
Lees Rodionov
Director	1.00	X	0	0	0
Leah Bird
Director	1.00	X	0	0	0
Kirby Ansel
Director	1.00	X	0	0	0
Kevin Hattery
Executive VP	40.00		105541	0	19088		X
Kevin Corbett
Director	1.00	X	0	0	0
Kathy Lehne
Director	1.00	X	0	0	0
Kathleen Kathy Pritchard
Director	1.00	X	0	0	0
Karl Roberts
Director	1.00	X	0	0	0
Juan C Cuesta
Director	1.00	X	0	0	0
Joseph P Joe Ash
Director	1.00	X	0	0	0
John V Ros Jr
Director	1.00	X	0	0	0
John C Roper
Director	1.00	X	0	0	0
John Bailey
Director	1.00	X	0	0	0
John A Holland
Director	1.00	X	0	0	0
Joe M Stevens Jr
Director	1.00	X	0	0	0
Jim Wolf
Director	1.00	X	0	0	0
Jennifer Anderson
Executive VP	40.00		113085	0	28024		X
James Jim L Gallogly
Vice Chairman	1.00	X	0	0	0	X
J Kevin Blodgett
Director	1.00	X	0	0	0
Howard J Thill
Director	1.00	X	0	0	0
Harry J Briscoe
Director	1.00	X	0	0	0
Gregory M Vesey
Vice Chairman	1.00	X	0	0	0	X
Gregory Greg L Ebel
Director	1.00	X	0	0	0
Greg Garland
Director	1.00	X	0	0	0
Greg A Engel
Director	1.00	X	0	0	0
Glenn V Godkin
Director	1.00	X	0	0	0
Frank C Steininger
Director	1.00	X	0	0	0
Evelyn Angelle
Director	1.00	X	0	0	0
Eva Fromm O'Brien
Director	1.00	X	0	0	0
Duncan F Klussmann EdD
Director	1.00	X	0	0	0
Donald Don J Stockton Ed
Director	1.00	X	0	0	0
David M McClanahan
Director	1.00	X	0	0	0
David C Skinner
Director	1.00	X	0	0	0
David Dave L Stover
Director	1.00	X	0	0	0
Daron Peschel
Director	1.00	X	0	0	0
Craig Minor
Director	1.00	X	0	0	0
Christina Ptasinski
Director	1.00	X	0	0	0
Cheryl O'Brien
Controller	40.00		27194	0	1013	X
Chad C Deaton
Director	1.00	X	0	0	0
Carol G Warley
Director	1.00	X	0	0	0
Bruce Ranck
Director	1.00	X	0	0	0
Bruce G Macklin
Chairman	1.00	X	0	0	0	X
Brian L Fielkow
Director	1.00	X	0	0	0
Bob Crawmer
Director	1.00	X	0	0	0
Bo O Huggins
Director	1.00	X	0	0	0
Bill Swanstrom
Secretary	1.00	X	0	0	0	X
Barry H Caldwell
Director	1.00	X	0	0	0
Anthony W Hall Jr
Director	1.00	X	0	0	0
Anne Taylor
Director	1.00	X	0	0	0
Andrew Andy F Icken
Director	1.00	X	0	0	0
Alton Frailey
Director	1.00	X	0	0	0
Albert Chao
Director	1.00	X	0	0	0
Abelardo Abe Saavedra PhD
Director	1.00	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	485688	TotalReportableCompFromOrg
Total Other Compensation	92390	TotalOtherCompensation
Number Individuals GT100 K	3	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	898712	FundraisingEvents
Related Organizations	722089	RelatedOrganizations
All Other Contributions	2369607	AllOtherContributions
Noncash Contributions	139675	NoncashContributions
Total Contributions	3990408	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	Satellite support fees	Description
Business Code	561000	BusinessCode
Total Revenue Column	14770	TotalRevenueColumn
Related Or Exempt Function Income	14770	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	14770	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	271711	TotalRevenueColumn
Exclusion	$271,711	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1694138	Securities
Other	2085	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1769325	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-75187	Securities
Other	2085	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-73102	TotalRevenueColumn
Exclusion	-$73,102	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	1122399	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	898712	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	420566	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	701833	TotalRevenueColumn
Exclusion	$701,833	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4905620	TotalRevenueColumn
Related Or Exempt Function Income	14770	RelatedOrExemptFunctionIncome
Exclusion	$900,442	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	4840	Total
Program Services	4840	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	349553	Total
Program Services	117344	ProgramServices
Management And General	89542	ManagementAndGeneral
Fundraising	142667	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1518980	Total
Program Services	993808	ProgramServices
Management And General	226590	ManagementAndGeneral
Fundraising	298582	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	129112	Total
Program Services	83011	ProgramServices
Management And General	23890	ManagementAndGeneral
Fundraising	22211	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	343007	Total
Program Services	210228	ProgramServices
Management And General	57889	ManagementAndGeneral
Fundraising	74890	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	137728	Total
Program Services	82637	ProgramServices
Management And General	23414	ManagementAndGeneral
Fundraising	31677	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	40106	Total
Management And General	40106	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	31709	Total
Management And General	31709	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	77142	Total
Program Services	10093	ProgramServices
Management And General	23746	ManagementAndGeneral
Fundraising	43303	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	143551	Total
Program Services	85390	ProgramServices
Management And General	47030	ManagementAndGeneral
Fundraising	11131	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	91118	Total
Program Services	72894	ProgramServices
Management And General	9112	ManagementAndGeneral
Fundraising	9112	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	162844	Total
Program Services	123074	ProgramServices
Management And General	19885	ManagementAndGeneral
Fundraising	19885	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	84541	Total
Program Services	67633	ProgramServices
Management And General	8454	ManagementAndGeneral
Fundraising	8454	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	8328	Total
Program Services	7200	ProgramServices
Management And General	1011	ManagementAndGeneral
Fundraising	117	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	95010	Total
Program Services	57006	ProgramServices
Management And General	16152	ManagementAndGeneral
Fundraising	21852	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	153700	Total
Program Services	122960	ProgramServices
Management And General	15370	ManagementAndGeneral
Fundraising	15370	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	53261	Total
Program Services	53261	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Volunteer recruiting/training	31353	31353
Program Materials	866519	866519
Other Expenses	32269	16279	12811	3179
Other event expenses	9255			9255
Dues & Subscriptions	4314	3452	431	431

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	0	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4368240	Total
Program Services	3008982	ProgramServices
Management And General	647142	ManagementAndGeneral
Fundraising	712116	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	720768	BOY
EOY	131926	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
EOY	659960	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
EOY	333476	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	392767	BOY
EOY	100199	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	84382	BOY
EOY	77359	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	3795981	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1060417	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2723128	BOY
EOY	2735564	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	5110694	BOY
EOY	6164250	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	341502	BOY
EOY	0	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	9373241	BOY
EOY	10202734	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	472677	BOY
EOY	252541	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
EOY	73250	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	472677	BOY
EOY	325791	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	6992796	BOY
EOY	7138311	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1907768	BOY
EOY	2462022	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
EOY	276610	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	8900564	BOY
EOY	9876943	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	9373241	BOY
EOY	10202734	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired
Federal Grant Audit Performed	false	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3856575	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4565314	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4545980	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3725956	CurrentTaxYearMinus1Year
Current Tax Year	2363229	CurrentTaxYear
Total	19057054	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Current Tax Year	36000	CurrentTaxYear
Total	36000	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3856575	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	4565314	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4545980	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3725956	CurrentTaxYearMinus1Year
Current Tax Year	2399229	CurrentTaxYear
Total	19093054	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	908523	AmountsSubstContributorsTotal
Public Support Total170	18184531	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	244291	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	366801	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	368360	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	300948	CurrentTaxYearMinus1Year
Current Tax Year	271711	CurrentTaxYear
Total	1552111	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Total Support	20645165	TotalSupport
Public Support Pertcentage170	0.88080	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.92170	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	276610	BeginningOfYearBalance
Investment Earnings Or Losses	67778	InvestmentEarningsOrLosses
End Of Year Balance	344388	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	438144	BeginningOfYearBalance
Investment Earnings Or Losses	-161534	InvestmentEarningsOrLosses
End Of Year Balance	276610	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.19700	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.80300	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	true	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	true	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	354257	OtherCostOrOtherBasis
Book Value	354257	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	3210825	OtherCostOrOtherBasis
Depreciation	963588	Depreciation
Book Value	2247237	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	230899	OtherCostOrOtherBasis
Depreciation	96829	Depreciation
Book Value	134070	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2735564	TotalOfBookValueLandBuildings
Total Revenue	4905620	TotalRevenue
Total Expenses	4368240	TotalExpenses
Excess Or Deficit For Year	537380	ExcessOrDeficitForYear
Net Unrealized GL On Investments	438999	NetUnrealizedGLOnInvestments
Other	-$654,311	OtherAmount
Total Adjustments	-215312	TotalAdjustments
Excess Or Deficit Per FS	322068	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	4772566	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	438999	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	113967	DonatedSrvcAndUseOfFacilities
Other Revenues	67778	OtherRevenues
Revenue Not Rptd F990	620744	RevenueNotRptdF990
Revenue Subtotal	4151822	RevenueSubtotal
Investment Expenses Not Included	31709	InvestmentExpensesNotIncluded
Other Revenues Not Included	722089	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	753798	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	4905620	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4450498	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	113967	DonatedServicesUseOfFacilities
Expenses Not Rptd F990	113967	ExpensesNotRptdF990
Expenses Subtotal	4336531	ExpensesSubtotal
Investment Expenses Not Included2	31709	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	31709	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	4368240	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part XII, Line 4b	Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S	Transfer of Endowment assets $722089
Part XII, Line 2d	Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990	Revenue of Endowment $67778
Part XI, Line 8	Part XI, Line 8: Other Changes in Net Assets or Fund Balances	Net income of Endowment $67778 Value of Endowment transferred to JASET $ -722089
Part V, Line 4	Part V, Line 4: Intended uses of the endowment fund.	Endowment funds are pooled with other funds and invested to provide a predictable stream of funding to programs supported by the endowment while seeking to maintain the purchasing power of the endowment assets.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agreement Ref Fundraising	false	AgreementRefFundraising

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Bowlathon	NameOfEvent1
Gross Receipts Event1	728286	GrossReceiptsEvent1
Gross Revenue Event1	728286	GrossRevenueEvent1
Other Direct Expenses Event1	159368	OtherDirectExpensesEvent1
Name Of Event2	Golf Tournaments	NameOfEvent2
Gross Receipts Event2	638652	GrossReceiptsEvent2
Charitable Contributions Event2	558402	CharitableContributionsEvent2
Gross Revenue Event2	80250	GrossRevenueEvent2
Other Direct Expenses Event2	104415	OtherDirectExpensesEvent2
Total Number Of Other Events	2	TotalNumberOfOtherEvents
Gross Receipts Other Events	654173	GrossReceiptsOtherEvents
Charitable Contrib Other Events	340310	CharitableContribOtherEvents
Gross Revenue Other Events	313863	GrossRevenueOtherEvents
Other Direct Expenses Other Events	156783	OtherDirectExpensesOtherEvents
Gross Receipts Total	2021111	GrossReceiptsTotal
Charitable Contributions Total	898712	CharitableContributionsTotal
Gross Revenue Total Events	1122399	GrossRevenueTotalEvents
Other Direct Expenses Total Events	420566	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	420566	DirectExpenseSummaryEvents
Net Income Summary	701833	NetIncomeSummary

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException
Rebuttable Presumption Procedure	false	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	Richard W Franke	NamePerson
Base Compensation Filing Org	238800	BaseCompensationFilingOrg
Bonus Filing Org	1068	BonusFilingOrg
Nontaxable Benefits Filing Org	44265	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	284133	TotalCompensationFilingOrg

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	2	NumberOfContributions
Noncash Contribs Rptd F990	10007	NoncashContribsRptdF990
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions	Noncash Contribs Rptd F990NoncashContribsRptdF990	Method Of Determining RevenuesMethodOfDeterminingRevenues
X	Other	8	10228	FMV
X	Event Supplies	60	56365	FMV
X	Event Food	11	8354	FMV
X	Software	1	12069	FMV
X	Event Gifts	19	42652	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	true	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

Field	Value	IRS element (for citing)
Identifier	Part I, Line 32, Hire and Use of Third Parties	Identifier
Explanation	When we receive shares of stock, we use our investment advisers (Wells Fargo) to sell the stock immediately upon receipt of the shares	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	The annual report and 990 are posted to JASET's website and are also provided upon request. The governing documents and conflict of interest policy are provided upon request.
Form 990, Part VI, Line 15b	Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	See Line 15a
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	Annual signing of policy by board members - employees sign a statement upon hire and are reminded annually to update if needed.
Form 990, Part VI, Line 11	Form 990, Part VI, Line 11: Form 990 Review Process	Once the Finance Committee has reviewed and approved the 990, the Executive Committee is provided a copy for review. A final copy is provided electronically to the entire board prior to filing.
Form 990, Part III, Line 4d	Form 990, Part III, Line 4d : Other Program Services Description	OTHER PROGRAM SERVICES 4: Middle Grades - Students in the middle grades receive lessons on the globalmarketplace, budgeting, choosing a career based on skills, or learning abouteconomics through history. In addition, students are encouraged to continue theireducation past high school to be better prepared for the future. The Finance Parkprogram develops students' personal money management skills, provides personalfinance knowledge, and prepares them for the financial decisions and challenges oftheir adult lives. OTHER PROGRAM SERVICES 5: JASET maintains offices in Houston, TX, Beaumont, TX and Lake Charles, LA. The Beaumont and Lake Charles offices are considered satellite offices. Beaumont revenues totaled $ 226,198 and their expenses totaled $213,450. Lake Charles revenue and expenses were $36,332 and $45,567, respectively.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Jr Achievement of SE TX Endowment Fd	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2115 E Governors Circle	AddressLine1
City	Houston	City
State	TX	State
ZIP Code	77092	ZIPCode

Field	Value	IRS element (for citing)
EIN	760301462	EIN
Primary Activities	Youth Education	PrimaryActivities
Legal Domicile State	TX	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	509(a)(3) 1	PublicCharityStatus
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	true	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	Jr Achievement of SE TX Endowment Fd	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	c	TransactionType
Amount Involved	722089	AmountInvolved