Nonprofit · EIN 94-1322179
JUNIOR ACHIEVEMENT USA
Also known as JUNIOR ACHIEVEMENT OF NORTHERN CALI
Tax-exempt · WALNUT CREEK, CA 94596
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,791,515 | $2,700,263 | $91,252 | $3,441,283 | $345,612 | $3,095,671 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,311,970
- of which government grants
- $108,556
- Program service revenue
- $0
- Investment income
- $67,922
- Net income from fundraising events
- $411,623
- Other revenue
- $411,623
Expenses
- Grants and similar amounts paid
- $21,321
- Compensation of officers, directors and key employees
- $244,733
- Other salaries and wages
- $1,372,835
- Salaries, compensation and benefits (total)
- $1,855,783
- Professional fundraising fees
- $20,670
- Occupancy
- $57,213
- Program services (functional)
- $2,154,057
- Management and general (functional)
- $174,047
- Fundraising (functional)
- $372,159
Balance sheet and other
- Total assets, start of year
- $3,262,073
- Total assets, end of year
- $3,441,283
- Total liabilities, end of year
- $345,612
- Net assets, end of year
- $3,095,671
- Publicly traded securities
- $750,000
- Net assets without donor restrictions
- $2,307,915
- Net assets with donor restrictions
- $787,756
- Gross receipts
- $3,076,985
- Employees
- 24
- Volunteers
- 1,187
- Year formed
- 1950
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cristene Burr | President & CEO Officer | 40 | $236,584 | $8,149 |
| Katherine Trevelyan-Hall | VP Of Development | 40 | $137,591 | $4,813 |
| Duane Wilson | Ex Dir Strategic | 40 | $129,759 | $4,511 |
| Evita Bryden | VP of Education | 40 | $125,086 | $4,512 |
| Rhobelita Damian | SF Bay Area ED | 40 | $111,771 | $4,253 |
| Adrian Dimech | Chairman Trustee or director, Officer | 2 | $0 | $0 |
| Tony Perazzo | Vice Chairman Trustee or director, Officer | 2 | $0 | $0 |
| David Bickham | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Kevin Coleman | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Reena Bhatia | Member Trustee or director | 1 | $0 | $0 |
| Jeffrey Bray | Member Trustee or director | 1 | $0 | $0 |
| Michael Clarke | Member Trustee or director | 1 | $0 | $0 |
| Sean Crabtree | Member Trustee or director | 1 | $0 | $0 |
| Farah Dilber | Member Trustee or director | 1 | $0 | $0 |
| Carrie Ericson | Member Trustee or director | 1 | $0 | $0 |
41 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jessica Fields | Member Trustee or director | 1 | $0 |
| Eric Fusilero | Member Trustee or director | 1 | $0 |
| Marina Gracias | Member Trustee or director | 1 | $0 |
| Denise Lee Yeh | Member Trustee or director | 1 | $0 |
| Sanjay Kacholiya | Member Trustee or director | 1 | $0 |
| Diana Kapp | Member Trustee or director | 1 | $0 |
| Sherry Li | Member Trustee or director | 1 | $0 |
| Mark S Linsky | Member Trustee or director | 1 | $0 |
| Perry Liu | Member Trustee or director | 1 | $0 |
| Andrea Lo | Member Trustee or director | 1 | $0 |
| Brutus Lo | Member Trustee or director | 1 | $0 |
| Ladd Martin | Member Trustee or director | 1 | $0 |
| Shakeya McDow | Member Trustee or director | 1 | $0 |
| JaMese McGowan | Member Trustee or director | 1 | $0 |
| Lynn Metrulas | Member Trustee or director | 1 | $0 |
| Christopher Moulton | Member Trustee or director | 1 | $0 |
| Dean Nicolacakis | Member Trustee or director | 1 | $0 |
| Beth O'Rell | Member Trustee or director | 1 | $0 |
| William Oldenburg | Member Trustee or director | 1 | $0 |
| Althea Peng | Member Trustee or director | 1 | $0 |
| Gary Pike | Member Trustee or director | 1 | $0 |
| Cynthia Randall | Member Trustee or director | 1 | $0 |
| Bill Schlough | Member Trustee or director | 1 | $0 |
| Jordan Serre | Member Trustee or director | 1 | $0 |
| Michael Silva | Member Trustee or director | 1 | $0 |
| Marc Singer | Member Trustee or director | 1 | $0 |
| Scott Solberg | Member Trustee or director | 1 | $0 |
| Shirley Stacy | Member Trustee or director | 1 | $0 |
| Jake Streit | Member Trustee or director | 1 | $0 |
| Devra Struzenberg | Member Trustee or director | 1 | $0 |
| Kesh Subramanian | Member Trustee or director | 1 | $0 |
| Hannah Lincecum | Member Trustee or director | 1 | $0 |
| Karthik Suri | Member Trustee or director | 1 | $0 |
| Betty Pio | Member Trustee or director | 1 | $0 |
| Dina Ting | Member Trustee or director | 1 | $0 |
| Nikki Tran-Dell'Eva | Member Trustee or director | 1 | $0 |
| Stephen Troy | Member Trustee or director | 1 | $0 |
| Alexander Walker-Griffin | Member Trustee or director | 1 | $0 |
| Hugo Yoshinaga | Member Trustee or director | 1 | $0 |
| Wallace Young | Member Trustee or director | 1 | $0 |
| Lauren Wylie | Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1212 BROADWAY PLAZA 2100, WALNUT CREEK, CA 94596-5129
- In care of
- % JILL SCHULTZ
- Principal officer (990 for 2024)
- Cristene Burr, 1212 Broadway Plaza 2100, Walnut Creek, CA 94596
- Signed the 990
- Cristene Burr, President & CEO
- Phone
- (925) 465-1070
- Return prepared by
- HEALY AND ASSOCIATES
Mission
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. JUNIOR ACHIEVEMENT PROGRAMS CORRELATE BETWEEN THE COMMON CORE AND CALIFORNIA CONTENT STANDARDS. JA'S PROVEN VOLUNTEER-BASED DELIVERY MODEL MERGED WITH THE LATEST TECHNOLOGY CREATES BLENDED LEARNINNG.
Program accomplishments
- JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS ARE ECONOMIC AND BUSINESS CURRICULA FOR STUDENTS IN GRADES 9-12 AND INCLUDE A STUDENT-LED ENTERPRISE. THE DYNAMIC INTERACTION BETWEEN THE VOLUNTEERS AND STUDENTS PROMOTES ACTIVE LEARNING AND BRINGS THEORY TO LIFE. HIGH SCHOOL PROGRAMS EMPHASIZE LEADERSHIP, PROBLEM SOLVING SKILLS, INTERPERSONAL EFFECTIVENESS, PERSONAL FINANCE AND ECONOMICS, WITH LESSONS BUILT AROUND SKILLS NEEDED TO INCREASE WORK READINESS.Expenses $2,154,057 · grants $21,321
- THE MIDDLE GRADE PROGRAM TEACHES 6-8 GRADE STUDENTS THE IMPORTANCE OF ECONOMICS AND THE ROLE OF BUSINESS. STUDENTS PARTICIPATE IN HANDS-ON EXERCISES THAT ENCOURAGE FUTURE CAREER CONSIDERATIONS AND EMPHASIZE THE IMPORTANCE OF A SOUND EDUCATION. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA, DEVELOP BUSINESS WORLD KNOWLEDGE AND COMPLEMENTS SCHOOL DISTRICT SCHOOL-TO-CAREER OBJECTIVES.
- JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAMS ARE THE FOUNDATION OF ITS' K-12 CURRICULA. SIX SEQUENTIAL THEMES, EACH WITH FIVE HANDS-ON ACTIVITIES, INTRODUCE STUDENTS TO BASIC MATHEMATICAL AND ECONOMIC CONCEPTS AS THEY LEARN THE DIFFERENCE BETWEEN NEEDS AND WANTS AND HOW TO SAVE FOR THEM. THEY SEE HOW FAMILIES, COMMUNITY MEMBERS, AND BUSINESSES MAKE UP AN INTERCONNECTED ECONOMY.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1322179
- 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
- Category (NTEE)
- International, foreign affairs and national security (Q320)
- Group exemption
- 1116: JUNIOR ACHIEVEMENT USA
- Assets (IRS master file)
- $3,441,283
- Income (IRS master file)
- $3,076,985
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $2,406,110 | $2,168,628 | $2,613,745 | IRS |
| 990 | June 2022 | $2,749,215 | $2,557,596 | $1,778,085 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JUNIOR ACHIEVEMENT USA
- What is the EIN of JUNIOR ACHIEVEMENT USA?
- The employer identification number (EIN) of JUNIOR ACHIEVEMENT USA is 94-1322179.
- 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 Cristene Burr.
- Who are the officers and directors of JUNIOR ACHIEVEMENT USA?
- The 990 for the year ended June 30, 2025 lists 56 people; 5 received compensation from the organization, the highest $236,584 (Cristene Burr, President & CEO).
- How much revenue does JUNIOR ACHIEVEMENT USA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,791,515, expenses of $2,700,263 and total assets of $3,441,283 at year end.
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