Junior Achievement of Southeast

Houston, TX ยท Founded 1945

Teaching youth financial literacy and entrepreneurship skills

Primary audience
K-12 Students
Work area
Regional Education
Topic
Financial Literacy
Contact
Joseph C Burke

About Organization

Inspires and prepares young people to succeed in a global economy through programs teaching financial literacy, work readiness, and entrepreneurship. Based in Southeastern Texas, Junior Achievement delivers hands-on experiential learning programs to K-12 students, with annual revenue of $682,000 and support from volunteers helping students understand business and economics.

What They Focus On

Economic Education

Delivers comprehensive curriculum teaching students financial literacy, business operations, and economic systems through experiential learning

Career Preparation

Prepares students for workforce through professional skills training, job shadowing, and connections with Houston business community

Volunteer Engagement

Mobilizes 4,446 Southeast Texas professionals to mentor students bringing diverse industry expertise to classrooms

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2023)

$7.2M

-49.3% vs 2022

Expenses (2023)

$6.0M

+6.9% vs 2022

Assets (2023)

$27.0M

+8.2% vs 2022

Employees (2023)

42

+10.5% vs 2022

Year Revenue Expenses Assets Employees
2023 $7,155,634 $5,998,572 $26,994,256 42
2022 $14,108,314 $5,612,485 $24,949,579 38
2021 $11,563,637 $4,960,471 $16,092,096 40
2020 $4,781,187 $4,034,979 $11,637,809 46
2019 $3,695,133 $5,408,180 $10,819,562 55
2018 $5,398,850 $5,720,938 $11,139,820 55

Source: IRS Form 990 filings. All figures in USD.

How They Work

Learn more
  • 01

    Educator Collaboration

    Partners with schools across Southeast Texas integrating curriculum aligned with state standards and teacher needs

  • 02

    Volunteer Mobilization

    Recruits and trains 4,446 business professionals delivering programs and mentoring students across region

  • 03

    Experiential Learning

    Provides hands-on activities, simulations, and workplace experiences making economic concepts concrete

  • 04

    Impact Evaluation

    Measures program outcomes tracking student knowledge, confidence, and career planning progress

Programs and Initiatives

Services and programs offered by Junior Achievement of Southeast

Classroom Economic Education

Delivers curriculum teaching financial literacy, entrepreneurship, and work readiness through 4,446 business volunteers in schools

3DE School Model

Operates innovative high school program integrating work-based learning with academic instruction preparing students for careers

JA Finance Park

Provides immersive simulation where students manage budgets, pay bills, and make financial decisions experiencing adult economics

JA BizTown

Offers experiential learning where elementary students operate businesses, work jobs, and participate in community economy

Team & Leadership

Meet the people behind Junior Achievement of Southeast.

JC

Joseph C Burke

President
Full-time
Compensation: $445,918
DE

DeJeania E Jones

VP, Capstone Programs
Full-time
Compensation: $111,004
NC

Necole Caldwell

VP, Education
Full-time
Compensation: $102,111
JB

JA BizTown

JA BizTown is an elementary program that begins with in-class learning and culminates with a day-long visit to a fully interactive, simulated town where students operate the economy of a small city. Each student takes on a role such as CEO, CFO, Marketing Director, Sales Manager and others in order to run their businesses, receive paychecks, make bank transactions and shop. They consider saving/spending choices, risk management & insurance strategies, and make personal, career and business-related decisions.

JF

JA Finance Park

JA Finance Park is a middle school program that begins with in-class learning and culminates with a day-long visit to a realistic on-site simulation community where students are assigned a random life experience. Each student takes on a specific career, education, family size, credit score and student debt. They create and manage a monthly budget and are faced with making important financial decisions related to income, expenses, savings and credit through various life stages.

Milestones

1945

Chapter Founded

1945

Established Southeast Texas chapter bringing economic education programs to Houston area students

2000s

Facility Expansion

2000s

Opened JA BizTown and Finance Park facilities providing immersive simulation experiences for students region-wide

2022

Major Fundraising

2022

Achieved $14.1 million revenue supporting capital campaign and expanded programming across Southeast Texas

2023

Volunteer Milestone

2023

Mobilized 4,446 business volunteers with $7.2 million revenue and $27 million in assets serving expanded population

Associated People

Board members, advisors, and key contributors

Board of Directors

AD
Adam Drutz Director 1.00 hrs/week
AC
Albert Chao Director 1.00 hrs/week
AH
Andy Hull Director 1.00 hrs/week
BS
Bill Swanstrom Secretary 1.00 hrs/week
BF
Bob Franklin Director 1.00 hrs/week
BD
Bradley Dodson Director 1.00 hrs/week
BV
Bret VanderVoort ARM Director 1.00 hrs/week
BM
Brett Mossman Director 1.00 hrs/week
BM
Bruce Macklin Director 1.00 hrs/week
BM
Bruce McCullough Director 1.00 hrs/week
BM
Bruce Miller Director 1.00 hrs/week
CA
Camilo Amnezquita Director 1.00 hrs/week
CW
Carol Warley Director 1.00 hrs/week
CW
Clint Woods Director 1.00 hrs/week
CO
Colin O'Beirne Director 1.00 hrs/week
CN
Curtis Null Director 1.00 hrs/week
DK
Dan Kimmel Director 1.00 hrs/week
DB
Danny Brown Director 1.00 hrs/week
DC
Darin Carroll Director 1.00 hrs/week
DP
Daron Peschel Director 1.00 hrs/week
DE
Darren Ercolani Director 1.00 hrs/week
DS
Dave Stover Director 1.00 hrs/week
DS
David Skinner Director 1.00 hrs/week
DY
Deanna Young Director 1.00 hrs/week
DB
Deric Bryant Director 1.00 hrs/week
DA
Duke Austin Director 1.00 hrs/week
EW
Eli Warren Director 1.00 hrs/week
EK
Elizabeth Killinger Director 1.00 hrs/week
EW
Ellis Wyms Director 1.00 hrs/week
EA
Evelyn Angelle Director 1.00 hrs/week
FS
Frank Steininger Treasurer 1.00 hrs/week
GH
Georganne Hodges Director 1.00 hrs/week
GE
Greg Ebel Director 1.00 hrs/week
GE
Greg Engel Director 1.00 hrs/week
GG
Greg Garland Director 1.00 hrs/week
GV
Greg Vesey Director 1.00 hrs/week
GP
Gregg Piontek Director 1.00 hrs/week
HA
Hami Arrington Director 1.00 hrs/week
HL
Holli Ladhani Director 1.00 hrs/week
HS
Humberto Sirvent Director 1.00 hrs/week
JP
Jamie Pierce Director 1.00 hrs/week
JM
Janette Marx Director 1.00 hrs/week
JH
Jarin Hansen Director 1.00 hrs/week
JM
Jeff Miers Director 1.00 hrs/week
JC
Joe Connelly Director 1.00 hrs/week
JK
Joe Kelly Director 1.00 hrs/week
JL
Joel Lambert Director 1.00 hrs/week
JK
John Kuehn Director 1.00 hrs/week
JL
John Lionberger Director 1.00 hrs/week
JC
Juan Cuesta Director 1.00 hrs/week
JS
Julie Sheppard Director 1.00 hrs/week
JB
Juliet Breeze Director 1.00 hrs/week
KL
Kathy Lehne Director 1.00 hrs/week
KP
Kathy Pritchard Director 1.00 hrs/week
KD
Keven Dunphy Director 1.00 hrs/week
KB
Kimberly Barta Director 1.00 hrs/week
KF
Kola Fagbayi Director 1.00 hrs/week
LF
Larry Franco Director 1.00 hrs/week
LS
Larry Stephens Director 1.00 hrs/week
LT
Laura Tibodeau Director 1.00 hrs/week
LR
Lees Rodionov Director 1.00 hrs/week
LA
Lina Amador Director 1.00 hrs/week
LK
Luke Keller Director 1.00 hrs/week
MP
Manuel Prieto Director 1.00 hrs/week
MV
Marc Vandermeer Director 1.00 hrs/week
ML
Mark Lashier Director 1.00 hrs/week
MO
Mark Odom Director 1.00 hrs/week
MY
Melinda Yee Director 1.00 hrs/week
MM
Melissa Moye Director 1.00 hrs/week
MG
Mewael Ghebremichael Director 1.00 hrs/week
MM
Michael McMurray Director 1.00 hrs/week
MM
Michele McNichol Vice Chair 1.00 hrs/week
MG
Mike Graff Director 1.00 hrs/week
NB
Nick Buckner Director 1.00 hrs/week
NM
Niloufar Molavi Chair 1.00 hrs/week
PM
Paul Marsden Director 1.00 hrs/week
PA
Pierre Aristide Director 1.00 hrs/week
PN
Praveen Naik Director 1.00 hrs/week
PJ
Preeti Jain Director 1.00 hrs/week
RC
Richard Cisneros Director 1.00 hrs/week
RH
Richard Heo Director 1.00 hrs/week
RJ
Robbie Jones Director 1.00 hrs/week
RS
Roland Sauermann Director 1.00 hrs/week
RH
Ron Holloway PhD Director 1.00 hrs/week
RB
Ryan Bucholtz Director 1.00 hrs/week
SS
Sandeep Singhal Director 1.00 hrs/week
SO
Sandra Oliver Director 1.00 hrs/week
SP
Scott Prochazka Director 1.00 hrs/week
SB
Sidney Barrau Director 1.00 hrs/week
SB
Sue Burnett Director 1.00 hrs/week
TG
Todd Gregory Director 1.00 hrs/week
TB
Tom Behanick Director 1.00 hrs/week
TS
Tony Saucedo Director 1.00 hrs/week
TB
Tracy Beam Director 1.00 hrs/week
VZ
Victor Zapata Director 1.00 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2023)

$745K

Highest Paid

$479K

Joseph C Burke

Compensated Officers

3

Name Title Base Other Total Hrs/Wk
Joseph C Burke President $445,918 $33,047 $478,965 40
Dejeania E Jones VP, Capstone Programs $111,004 $26,403 $137,407 40
Necole Caldwell VP, Education $102,111 $26,293 $128,404 40

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

COVID-19 PPP Loans

Paycheck Protection Program (2020-2021)

Fully Forgiven

Total Approved

$1.1M

Total Forgiven

$1.1M

101% forgiven

Jobs Retained

70

Loan Details 2 loans

$626,747
Forgiven
Forgiven: $631,831 100%
Approved Apr 10, 2020
Lender Southside Bank
Jobs Reported 41
Forgiven On Feb 4, 2021
$512,600
Forgiven
Forgiven: $515,348 100%
Approved Feb 10, 2021
Lender Southside Bank
Jobs Reported 29
Forgiven On Aug 25, 2021

Source: Small Business Administration • Paycheck Protection Program (2020-2021)

Partners & Funders

Grant funding relationships from IRS Form 990 filings

$423K Grants Received
12 Organizations

Top Funders

12 total
TC
Tulsa Community Foundation
$87K
AO
American Online Giving Foundation Inc.
$69K
RU
Rsm US Foundation 3 grants
$51K
GH
Greater Houston Community Foundation
$40K
JW
Ja Worldwide Inc.
$40K
CA
Charities Aid Foundation America
$36K
UW
United Way Of Bergen County
$25K
TD
Texas Dow Employees Credit Union
$20K
GD
Gs Donor Advised Philanthropy Fund
$18K
UW
United Way of Southwest Louisiana Inc
$16K
+2 more funders
Tulsa Community Foundation American Online Giving Foundation Inc. Rsm US Foundation Greater Houston Community Foundation Ja Worldwide Inc. Charities Aid Foundation America United Way Of Bergen County Texas Dow Employees Credit Union Gs Donor Advised Philanthropy Fund United Way of Southwest Louisiana Inc The Ayco Charitable Foundation Fidelity Investments Charitable Gift Fund
Tulsa Community Foundation American Online Giving Foundation Inc. Rsm US Foundation Greater Houston Community Foundation Ja Worldwide Inc. Charities Aid Foundation America United Way Of Bergen County Texas Dow Employees Credit Union Gs Donor Advised Philanthropy Fund United Way of Southwest Louisiana Inc The Ayco Charitable Foundation Fidelity Investments Charitable Gift Fund

Source: IRS Form 990 Schedule I filings. Amounts may span multiple tax years.

Lobbying Activity

Lobbying Disclosure Act registrations

Self-Lobbying
2 Registrations
2 Clients
Yes Self-Lobbying

Clients 2 total

Junior Achievement Of Greater Washington
1 filing
Self
Junior Achievement Of New York
1 filing
Self

Source: Senate Office of Public Records — Lobbying Disclosure Act

Contact

Get in touch with Junior Achievement of Southeast

Visit Website
2925 Briarpark Drive 575 Houston, TX 77042