Mission: Since 1945, Junior Achievement of Southeast Texas' purpose has been to educate and inspire young people to value free enterprise and understand business and economic ... (More)

Junior Achievement of Southeast Texas is a 501(c)(3) organization, with an IRS ruling year of 1994, and donations may or may not be tax-deductible.

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Contact Information

  https://www.juniorachievement.org/web/ja-set

 2115 East Governors Circle
Houston TX 77092 

  713-682-4500


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Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Good

This charity's score is 89.98, earning it a 3-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2019, the latest year published by the IRS.

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

78.5%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

8.4%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

12.9%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

3.5%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.16


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

1.84 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

1.69%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
(Less)
Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors have expressed extreme concern about the use of their personal information by charities and the desire to have this information kept confidential. The exchanging and sale of lists for telemarketing and the mass distribution of "junk mail," among other things, can be minimized if the charity assures the privacy of its donors. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

(Less)

Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



Joseph C. Burke, President

$251,957 (4.40% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Other school related activities (BMF activity code: 059)

Job training, counseling, or assistance (BMF activity code: 566)

Scholarships (other) (BMF activity code: 040)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Subordinate - the organization is a subordinate in a group ruling. (BMF affiliation code: 9)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Junior Achievement of Southeast Texas reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Balance Sheet


How COVID-19 impacted the organization's operations financially:

Because we generate events from individuals, foundations, corporations, and events, we felt a significant financial impact during the 2019/2020 fiscal year. We delayed fundraising events and converted them to virtual opportunities but understood that we would need to reduce expenses early on during the pandemic. We executed a reduction in force and looked to minimize our operating expense for the 2020/2021 fiscal year and were able to live within our means.


How COVID-19 impacted the organization's delivery of programs:

Because Junior Achievement delivers its programs via a community volunteer model and schools were not allowing visitors, we converted many of our programs to be virtually delivered in either a synchronous or asynchronous manner. The staff, our education partners, and our volunteers demonstrated an innovative spirit and perseverance to meet the moment. While it appears that our schools will return to in-person learning, we did develop several innovative program models that we will continue into the future.


How this organization adapted to changing conditions caused by COVID-19:

While the pandemic proved disruptive in the short run, we used the time to move forward with the strategic imperatives identified by our board of directors. We also aligned our staff KPIs to this work and worked on several internal initiatives aimed at preparing ourselves for a post-pandemic environment.


Innovations the organization intends to continue permanently after the pandemic:

We will continue to train our educators and volunteers using Zoom and Microsoft Teams as it creates many efficiencies. We will also keep some of our program innovations. As we piloted various program models, we identified the variables that would ensure success in a post-pandemic world. For example, for our 3DE instructional model, our business coaches will work with small groups of students virtually, which ensures each students' undivided attention. When our coaches worked with an entire classroom in the past, the most vocal students thrived and the less assertive students may have not received the attention they needed. By scheduling sessions with each group, we can ensure every student benefits from the interaction.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
8/3/20212019 89.98
11/1/20202019 87.31

This organization received multiple star ratings within this fiscal year, due to an update to it's Accountability and Transparency data and/or the receipt of an amended Form 990.

7/1/20192018 88.88
7/1/20182017 89.34
8/1/20172016 88.16
6/1/20162015 88.46
Rating Version: 2.0
9/1/20152014 90.67
8/1/20142013 88.24

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Junior Achievement of Southeast Texas cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Junior Achievement of Southeast Texas? Join the waitlist for an updated Impact & Results score.


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Additional Information

Unscored

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Largest Programs

Largest Programs



Junior Achievement of Southeast Texas reported its largest program on its FY 2020 Form 990 as:


$4,264,447

Spent in most recent FY

100%

Percent of program expenses


Junior Achievement of Southeast Texas (JASET) shares and operates with the USA Organization in the development, promotion, financing, supervision and administration of three education programs. These  ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Junior Achievement of Southeast Texas is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


Junior Achievement's purpose is to inspire and prepare young people to succeed in a global economy. Providing children with dynamic learning experiences and access to positive adult role models is a hallmark of Junior Achievement. Our volunteers help students develop practical life skills and positively impact young people's perceptions about the importance of educational attainment.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Junior Achievement of Southeast Texas will provide authentic, relevant, and engaging experiential programs to expand economic opportunity for all students.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: To pilot the 3DE by Junior Achievement, an innovative instructional model that uses competency-based case methodology and has proven effective at raising graduation rates.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Two: To create an entrepreneurial mindset in young people, JA will expand programming to develop the next generation of entrepreneurs, especially in areas of the community that are underresourced.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: JA will reinvest in authentic learning by building a new JA Discovery Center as part of a forward-looking plan aimed at preparing students for the workplace of tomorrow.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Junior Achievement of Southeast Texas has partnered with Deloitte to develop a talent management strategy to ensure we create opportunities for our team to grow, both personally and professionally. Through this pro bono engagement, we have helped staff create personal development plans and expanded our internal and external training programs. We implemented a series of cross-training opportunities during the pandemic and have restructured our team to meet the future needs of the organization.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

To ensure broad input, we have worked with our board of directors in an in-depth strategic planning process. Our board represents several school districts and many of our community's top employers. From this work, we have focused our resources to ensure deep experiences for students with the goal of growing our programs in under-resourced communities. We partner with each school district in our area and develop a programming mix suited to the needs of their students. JA's staff leadership serve on the Greater Houston Partnership Education Advisory Committee and the UpSkill Houston initiative with various other community organiztions to address systemic issues related to education.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


Because our programs were delivered in person prior to the pandemic, the past year has taught us to live one of our core values, that of exhibiting resilience. When our schools shut down, we worked with JA USA, our parent organization, to convert our programs to digital offerings. This transition had been underway but was accelerated due to the need. We were able to offer digital resources to educators and to parents directly. We had fortuitously implemented the MS Teams suite two months prior to the pandemic; however, our team merely dabbled in its capability initially. Once the pandemic hit, we moved quickly to learn its capability and that of Zoom and Google Classrooms. Wherever our stakeholders were at, we were able to meet them. We also implemented more new program models in the past 12 months than we had in the previous five. Some worked well, some did not, and we learned from both sets of experiences. We also utilized the opportunity to make significant internal changes to be ready for the 2021/2022 school year. The board had identified three key strategic imperatives in the 2018/2019 school year, and we worked to ensure each of these moved forward in a positive direction. We are pleased to report the growth of our entrepreneurial programming, piloting the first 3DE school in our community, and continued progress on developing a plan to build a new, state-of-the-art JA Discovery Center, home of JA BizTown and JA Finance Park, two of our experiential programs.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


Joseph Burke

President

David Stover

Chairman

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

Not Currently Scored

Junior Achievement of Southeast Texas is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback data. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


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Culture & Community Report

Unscored

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Constituent Feedback

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Nonprofit organizations are encouraged to fill out the How We Listen section of their Candid profile. This data will provide the basis for the initial evaluation of Culture & Community.


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We award every nonprofit that completes the Candid survey full credit for this Beacon, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. Although the data is not evaluated for quality at this time, future iterations of this Beacon will include third party or other data that will serve to validate the information provided by the nonprofit.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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