JUNIOR ACHIEVEMENT OF KENTUCKIANA INC Charity Report

Public IRS 990 nonprofit record

JUNIOR ACHIEVEMENT OF KENTUCKIANA INC

EIN 61-0476694 · International, Foreign Affairs & National Security (Q320)

What they do

JUNIOR ACHIEVEMENT of KENTUCKIANAS MISSION is to INSPIRE and PREPARE YOUNG PEOPLE to SUCCEED IN A GLOBAL ECONOMY. THE ORGANIZATION is THE REGIONS LEADING PROVIDER of LIFE-CHANGING ECONOMICS PROGRAMS for STUDENTS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders72 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.75%of revenue went to mission work78.3% of expenses · Program services

11.25%of revenue went to fundraising10.9% of expenses

$103.12spent for every $100 of revenueSpending was higher than revenue this year.

11.13%of revenue went to management and office costs10.8% of expenses

$2.86in assets for every $1 spent this yearSome assets cannot be spent right away.

90.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $66,334 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $216,407 for JENNIFER HELGESON (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,124,661

Mission workProgram services$1,715,59880.75% of revenue78.3% of expenses

ManagementOffice and general costs$236,37211.13% of revenue10.8% of expenses

FundraisingAsking for donations$239,02511.25% of revenue10.9% of expenses

Total expenses$2,190,995103.12% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.3% mission · 10.8% management · 10.9% fundraisingTotal expenses: 103.12% of revenue

2023Expense mix: 73.4% mission · 12.3% management · 14.3% fundraisingTotal expenses: 105.98% of revenue

2022Expense mix: 71.7% mission · 13.3% management · 15.0% fundraisingTotal expenses: 70.33% of revenue

2021Expense mix: 75.3% mission · 11.7% management · 13.0% fundraisingTotal expenses: 70.92% of revenue

2020Expense mix: 74.8% mission · 10.8% management · 14.4% fundraisingTotal expenses: 100.67% of revenue

2019Expense mix: 77.1% mission · 9.1% management · 13.8% fundraisingTotal expenses: 103.71% of revenue

2018Expense mix: 77.7% mission · 9.1% management · 13.3% fundraisingTotal expenses: 120.53% of revenue

2017Expense mix: 80.0% mission · 7.8% management · 12.2% fundraisingTotal expenses: 87.13% of revenue

Money in and money out

Revenue$2,124,661

Expenses$2,190,995

Annual shortfall $66,334 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,715,598 · 78.3% of expenses

Management and office costs$236,372 · 10.8% of expenses

Fundraising$239,025 · 10.9% of expenses

See all reported dollar amounts

Revenue$2,124,661

Expenses$2,190,995

Assets$6,276,969

Income$3,573,261

Contributions$1,911,336

Mission work (program services)$1,715,598

Fundraising$239,025

Management and general$236,372

Stocks and bonds$3,840,128

Accounting fees$29,010

Investing fees$24,953

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JENNIFER HELGESONPRESIDENT · 38 hrs/week $216,407Base $197,216 · Other $19,191

JILLIAN CANTUEXECUTIVE VICE PRESIDENT · 38 hrs/week $141,456Base $125,874 · Other $15,582

SHARON PEACOCKSENIOR VICE PRESIDENT · 38 hrs/week $141,032Base $125,666 · Other $15,366

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (72)

JENNIFER HELGESONPRESIDENT

JILLIAN CANTUEXECUTIVE VICE PRESIDENT

SHARON PEACOCKSENIOR VICE PRESIDENT

PATRICK FARNANDIRECTOR

RACHEL SPURLOCKTREASURER

NIKKI CARVERDIRECTOR

NANCY B DAVISDIRECTOR

MICHAEL J MCGEEDIRECTOR

MEAGHAN REYNOLDSDIRECTOR

MARTIN L BELLDIRECTOR

MARC B CHARNASDIRECTOR

M JOSEPH BISIG IVDIRECTOR

LUKE FITZGERALDDIRECTOR

LARRY W MYERSDIRECTOR

LAQUITA WORNORDIRECTOR

KIM MORALESDIRECTOR

KEVIN J JOYNTDIRECTOR

KENNETH W FAITH IIDIRECTOR

KATRINA DIETRICHDIRECTOR

TAYLOR JOLLYDIRECTOR

WILLIAM SUMMERS VDIRECTOR

WILL RIVESASSISTANT TREASURER

W DUNCAN CROSBY IIIDIRECTOR

TOSHA RIDENOURDIRECTOR

TODD A SPENCERIMMEDIATE PAST CHAIR

TODD SPURGEONDIRECTOR

THOMAS C GLEASONDIRECTOR

TAYLOR M HAMILTONDIRECTOR

PAUL G FULTZDIRECTOR

SUSAN STAPLESSECRETARY

STEPHANIE MOONEYCHAIR

SHELBY SOMERVELLDIRECTOR

SCARLETT SHINEDIRECTOR

RYAN M WILLEYDIRECTOR

RYAN SIENKOWSKIDIRECTOR

RANDISHA CARTERDIRECTOR

JUSTIN ALEXANDERDIRECTOR

CHARLES P HARRISDIRECTOR

DENNIS HEISHMANDIRECTOR

DEMETRIUS HOLLOWAYDIRECTOR

DAVID S SINCLAIRDIRECTOR

DALE B SKAGGSDIRECTOR

DALE SHINKLEDIRECTOR

CORY THORNEDIRECTOR

CHRISTOPHER W BROOKERDIRECTOR

CHRISTOPHER MANZOVICE CHAIR

DONALD L GOSSMANDIRECTOR

BRIAN HARTDIRECTOR

AUSTIN COFFEYDIRECTOR

ANN LEONARDDIRECTOR

ANKUR N GOPALDIRECTOR

ANGELA VAIRODIRECTOR

ANDREW PHELPSDIRECTOR

AMANDA KRAMERDIRECTOR

ADAM SIMONDIRECTOR

JESSICA HOLLERANDIRECTOR

ADAM HACKDIRECTOR

JULAYNE AMSTUTZDIRECTOR

JOSH KIDDDIRECTOR

JON BAUGHMANDIRECTOR

JOHN C TAFTDIRECTOR

JOHN WURTENBERGERDIRECTOR

JOHN ANDERSONDIRECTOR

JIM MEYERSDIRECTOR

JUSTIN MORRISDIRECTOR

JENNIFER L WILLIAMSDIRECTOR

JASON PENDLETONDIRECTOR

JAMES HORLANDERDIRECTOR

GREGORY M CARROLLDIRECTOR

FRANK O BARLOWDIRECTOR

ELIZABETH KAPLANDIRECTOR

DOUG HELMDIRECTOR

About this charity

Recognized since: January 1994
Location: 1401 W MUHAMMAD ALI BLVD, LOUISVILLE, KY 40203-1745
County: Jefferson
In care of: JENNIFER HELGESON
Primary officer: JENNIFER HELGESON, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(502) 561-5437

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DEMING MALONE LIVESAY & OSTROFF PSC
NTEE classification: International, Foreign Affairs & National Security (Q320)