2026-03-03T15:42:14-06:00 2025-06-30 453705962 MORSE & CO PLLC 6060 S AMERICAN PL ST E TULSA OK 741354351 990 2024-07-01 730757053 JUNIOR ACHIEVEMENT OF OKLAHOMA INC JUNI 9186632150 3947 S 103RD EAST AVENUE TULSA OK 74146 JOHN CURZON DIRECTOR 9186632150 2026-03-03 1 1 JASON T COBB P01649298 9187491040 2024 2025-03-06 01:10:19Z JOHN CURZON 3947 S 103RD EAST AVENUE TULSA OK 74146 5260008 0 X WWW.JAOK.ORG X 1966 OK SEE SCHEDULE O 16 16 35 4387 0 0 3342190 4463185 301925 333455 93800 63666 308660 131544 4046575 4991850 0 0 0 0 1164714 1390356 0 0 267677 1127982 1421733 2292696 2812089 1753879 2179761 8201600 11108534 541701 1108202 7659899 10000332 X SEE SCHEDULE O 0 0 2152478 342945 JUNIOR ACHIEVEMENT GIVES YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. CORPORATE AND COMMUNITY VOLUNTEERS DELIVER RELEVANT, HANDS-ON EXPERIENCES THAT GIVE STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL KNOWLEDGE AND SKILLS IN FINANCIAL LITERACY, WORK READINESS AND ENTERPRENEURSHIP. JA PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD - ENHANCING THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASING THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. BY FOCUSING ON EDUCATION, ECONOMIC AND YOUTH DEVELOPMENT, JA PROGRAMS CONTRIBUTE TO THE VITALITY OF OUR COMMUNITY AND THE AVAILABILITY OF A WELL-EDUCATED WORKFORCE. 99268 JA INSPIRE IS A CAREER EXPLORATION EXPERIENCE THAT BRINGS TOGETHER BUSINESSES IN THE COMMUNITY AND LOCAL STUDENTS TO INSPIRE YOUNG PEOPLE FOR LIFE BEYOND HIGH SCHOOL. THIS PROGRAM BEGAN IN 2019 AND HAS GROWN EACH YEAR, REACHING 9,271 STUDENTS DURING THE 2024/2025 SCHOOL YEAR. IT IS ON PACE TO SURPASS 10,000 STUDENTS DURING 2025/2026. THE PROGRAM INCLUDES A CLASSROOM CURRICULUM, A CAREER EXPLORATION FAIR AND CULMINATES WITH A STUDENT PERSONAL REFLECTION. THIS MULTI-FACETED PROGRAM ALIGNS WITH LOCAL INDUSTRY AND CAREER OPPORTUNITIES AS WELL AS THE STATE OF OKLAHOMA'S ACADEMIC STANDARDS SURROUNDING ICAP OR INDIVIDUALIZED CAREER ACADEMIC PLANNING. TOGETHER WITH OUR BUSINESS AND EDUCATIONAL PARTNERS, JUNIOR ACHIEVEMENT OF OKLAHOMA IS WORKING TO ENSURE THAT THE YOUNG PEOPLE IN TODAY'S CLASSROOMS ARE PREPARED TO FILL THE WORKFORCE PIPELINE IN OUR STATE. 2251746 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X X DEBBIE WEIERBACH 9186632150 3947 S 103RD EAST AVENUE TULSA OK 74146 ADAM ALBRIGHT DIRECTOR 2.00 X 0 0 0 DR KIM BOYD DIRECTOR 2.00 X 0 0 0 DR STACEY BUTTERFIELD DIRECTOR 2.00 X 0 0 0 DUANE CHALMERS DIRECTOR 2.00 X 0 0 0 JOHN CURZON CHAIR 2.00 X X 0 0 0 TODD GOURD DIRECTOR 2.00 X 0 0 0 BRENDA BOLANDER TREASURER 2.00 X X 0 0 0 CHADWICK HOLEMAN DIRECTOR 2.00 X 0 0 0 MARK MOTE VICE CHAIR - AUDIT 2.00 X X 0 0 0 MONTE D MCNUTT DIRECTOR 2.00 X 0 0 0 JONATHAN D PINTO VICE CHAIR - DEVELOPMENT 2.00 X X 0 0 0 DAVID CHEN DIRECTOR 2.00 X 0 0 0 AMBER DERAMUS DIRECTOR 2.00 X 0 0 0 ISAAC HELMRICH SECRETARY 2.00 X X 0 0 0 DARCIE HENDERSON DIRECTOR 2.00 X 0 0 0 DONNA POPP DIRECTOR 2.00 X 0 0 0 SHANNAN BEELER EXECUTIVE DIRECTOR 40.00 X 152471 0 11020 ERICA IRVINE COO 2.00 X 103393 0 11020 255864 0 22040 2 0 1 0 0 36455 4426730 12479 4463185 JA BIZ TOWN 900099 333455 333455 333455 24245 24245 243162 203741 39421 39421 39421 186471 36455 64417 122054 122054 MISCELLANEOUS 900099 9490 9490 9490 4991850 342945 0 185720 294333 241344 28946 24043 756335 620171 74381 61783 50462 41377 4963 4122 184148 150759 18191 15198 105078 76857 13532 14689 80222 65780 7889 6553 9914 9914 6541 5665 515 361 75639 55324 9741 10574 51366 37570 6615 7181 174490 127626 22471 24393 17706 12951 2280 2475 27522 20480 3377 3665 446425 326526 57491 62408 72329 54767 8674 8888 PROGRAM MATERIALS 321161 293895 13074 14192 PROGRAM AND SUPPORT FEE 138418 120654 10612 7152 2812089 2251746 292666 267677 280248 1076674 933826 1831567 83947 43857 9209964 2485089 5374685 6724875 645301 491801 883593 939760 8201600 11108534 541701 1108202 541701 1108202 X 6825253 7481600 834646 2518732 7659899 10000332 8201600 11108534 2179761 63386 97286 0 X 0 1 X 1 0 X 1047007 1285895 3183715 3005221 4463185 12985023 1047007 1285895 3183715 3005221 4463185 12985023 2394330 10590693 23718 31444 70585 390005 24245 539997 2307 20430 135155 9490 167382 13692402 1998693 0.77350 0.83070 X 0.94370 0.04370 SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 2,307. 2022 AMOUNT: $ 20,430. 2023 AMOUNT: $ 878. 2024 AMOUNT: $ 9,490. JA INSPIRE REVENUE - 2023 AMOUNT: $ 34. INSURANCE CLAIM PROCEEDS - 2023 AMOUNT: $ 134,198. VOLUNTEER REIMBURSEMENTS - 2023 AMOUNT: $ 45. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 474502 50274 12566 5048 507162 467165 12209 4872 474502 490751 -18718 4868 467165 572981 -76638 5592 490751 534530 89295 45460 5384 572981 1.00000 0 1 0 650235 650235 2752986 1224740 1528246 2797672 1244620 1553052 642183 15216 626967 2366888 513 2366375 6724875 TULSA COMMUNITY FOUNDATION 359713 BARTLESVILLE COMMUNITY FOUNDATION 129132 OKC COMMUNITY FOUNDATION 18317 ROU ASSET 432598 939760 X 5207025 63386 97286 64417 225089 4981936 9914 9914 4991850 2866592 64417 64417 2802175 9914 9914 2812089 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS FROM FASB ACCOUNTING STANDARDS CODIFICATION TOPIC ASC 740-10. AS OF JUNE 30, 2025, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. THE ORGANIZATION WILL RECOGNIZE FUTURE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSES, IF INCURRED. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 64,417. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 64,417. TULSA GOLF CLASSIC 71932 18200 53732 3239 15030 3342 4191 TULSA BOWLING 60984 4230 56754 4890 300 3 90010 14025 75985 273 4890 15629 12633 222926 36455 186471 273 8129 35549 3342 17124 64417 122054 X X X 0 0 0 0 0 0 0 0 0 SHANNAN BEELER EXECUTIVE DIRECTOR 132471 0 20000 0 0 0 0 0 11020 0 163491 0 0 0 FORM 990, PART I, LINE 1 JUNIOR ACHIEVEMENT OF OKLAHOMA IS DEDICATED TO EDUCATING STUDENTS ABOUT WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY THROUGH EXPERIENTIAL HANDS-ON PROGRAMS. FORM 990, PART III, LINE 1 JUNIOR ACHIEVEMENT OF OKLAHOMA IS DEDICATED TO EDUCATING STUDENTS ABOUT WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY THROUGH EXPERIENTIAL HANDS-ON PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 AND ITS RELATED SCHEDULES ARE REVIEWED BY THE AUDIT COMMITTEE AND RECOMMENDED FOR APPROVAL TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE REQUIRED TO BE SIGNED YEARLY AND ARE REVIEWED BY THE PRESIDENT. ANY QUESTIONS REGARDING POSSIBLE CONFLICTS ARE ADDRESSED AT THAT TIME BY THE PRESIDENT AND/OR CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 JUNIOR ACHIEVEMENT USES AN EQUI-COMP SYSTEM AS WELL AS LOCAL AREA SALARY SURVEYS TO HELP DETERMINE SALARY RANGES. THIS INFORMATION IS THEN REVIEWED BY THE PERSONNEL COMMITTEE TO DETERMINE THE APPROPRIATE SALARY FOR ALL EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THESE ITEMS ARE AVAILABLE UPON REQUEST.