JUNIOR ACHIEVEMENT OF THE BLUEGRASS
2420 Spurr Road
Lexington KY 40511
Contact Information
Nonprofit JUNIOR ACHIEVEMENT OF THE BLUEGRASS
Address 2420 Spurr Road
Lexington, KY 40511
Phone (859) 219-2423
Fax 877 396-2101
Contact Name Lynn Hudgins
Web and Social Media
It's time for the news at JA BizTown!!
At A Glance
Other ways to donate, support, or volunteer Donors may choose to sponsor a Junior Achievement student for $23/each, an entire class for $500 or an entire school for $5000.  Checks may be mailed to the JA office on Spurr Road.  All major credit cards are also accepted for contributions of $250 or less.  In addition to a person's monetary contributions, Junior Achievement will also utilize a person's talents as a volunteer in the classroom.  Through Junior Achievement, community and business volunteers empower students to own their future economic success. 
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Statements
Mission Statement Junior Achievement (JA) is an impact organization that partners with volunteers from the community to inspire and prepare young people to succeed in a global economy.  The three pillars of JA are work readiness, financial literacy and entrepreneurship.    
Background Statement
Junior Achievement was incorporated locally in November of 1963 and nationally in 1919.  The purpose of the corporation was to provide an opportunity for young people, in cooperation with adult advisers, to form and operate miniature businesses for the purpose of developing an understanding through actual experience of the relationship, function and development of the essential elements of the US private enterprise system involving private capital, wise management and responsible labor.  The first local directors included - O.A. Bakhaus, Leslie Combs, II, William Embry, Jr., Garvice Kincaid, Fred Wachs and W.T. Young.   
Impact Statement

An important aspect of Junior Achievement programs is the ability to be effective with all types of students - ethnic groups, “at-risk” students and students with various ability levels. According to teachers, there is a consensus that all JA students are better equipped to think critically, solve problems and take on different perspectives than are students who have not participated in Junior Achievement.

Junior Achievement volunteers are now inspiring over 20,300 students (K-12) in the Central Kentucky area. These student numbers represent approximately 846 classrooms.  During 2016-2017, we are projecting that our volunteers will inspire approximately 20,000 students in the classrooms and 2,500 in JA BizTown.   

Junior Achievement of the Bluegrass has raised approximately $2.2 million to provide a JA BizTown/JA Finance Park facility for the 5th and 8th grade students in Central and Eastern Kentucky.  In partnership with Fayette County Public Schools, we are working to apply our experiential curriculum to core educational standards in the context of our local economy.  This learning experience - presented in a fun, hands-on atmosphere - will inspire students to dream big about their future and understand what skills they will need to reach their potential.   
 
Imagine fifth grade students discovering the real-life opportunities available in the free enterprise system as they become business operators, taxpayers and consumers in JA BizTown.   
 
Now imagine eighth grade students visiting the same facility to enter the world of personal financial responsibility.  At JA Finance Park, students learn about the implications of financial decisions, consider the options available and construct and live within a personal budget.   
 
JA opened JA BizTown/JA Finance Park in January of 2017.  Since 2002, JA of the Bluegrass has been recognized by Junior Achievement  USA for excellence in financial management, program quality, program impact and management effectiveness.
Needs Statement
JA programs are funded by businesses and individuals and are designed to be taught in the classroom by business, parent and community volunteers.  Classroom volunteers make economic concepts relevant, fuel the entrepreneurial spirit and challenge the students to excel.  JA's unique delivery system provides the training, materials and support necessary to ensure a positive experience.  All materials and curriculum are provided by JA and developed specifically for each grade level.  All volunteers receive training before they teach.   
 
1.  Volunteers - We need classroom volunteers who will inspire our students to stay in school and be successful.  These business volunteers donate between six and ten hours (depending upon if they are teaching elementary, middle or high school classes).  The teacher and volunteer determine the schedule that works best for the volunteer and the classroom.
 
2.  Sponsors - there are a lot of sponsorship opportunities available.  We have classroom sponsors for $500, grade level sponsors for $1500 and adopt-a-school sponsors for $5000.  We have numerous sponsorship opportunities available in JA BizTown/JA Finance Park including a street sign for $25000, park bench for $25000 and pavilion beam for $15000 (all payable over a five year period).   
 
 
 
 
 
 
CEO/Executive Director Statement
 

The mission of Junior Achievement (JA) is to inspire and prepare young people to succeed in a global economy. JA offers educational programs that focus on three pillars of success: entrepreneurship, work readiness and financial literacy. Junior Achievement’s financial literacy, work-readiness and entrepreneurship programs support youth, economic and education development as follows:

 

  • Economic Development -Junior Achievement supports economic development by fostering the spirit of entrepreneurship in youth, and by instilling and modeling key business and work-readiness concepts such as leadership, teamwork and critical thinking. Leveraging these concepts helps young people succeed in the world of work, which contributes to the strength of local, regional and national economies. 
  • Youth Development -Junior Achievement empowers young people to succeed by providing mentorship opportunities and an environment in which to model the ethics concepts found in its programs. JA alumni are more confident they can succeed in a business environment than adults who did not have JA.
  • Educational Development –Junior Achievement helps students make the critical connections between classroom learning and life after graduation by enhancing the relevance of education. JA programs use experiential learning and role-modeling to reinforce key concepts. 

 



Board Chair Statement

“Junior Achievement offers a multitude of opportunities for volunteers. The classroom experience allows business and community leaders  to stay involved  through the teachers and students and provide a unique perspective in the learning experience for the children. Through Junior Achievement, the free enterprise system is further developed and enriched ensuring a bright future for American business and entrepreneurism.”

 JA's success lies in our unique delivery model which contains four distinct advantages:
  • Delivery System of diverse volunteers who serve as presenters in the classroom;
  • Flexible, Proven Curriculum and activities enhanced by volunteers' personal experiences;
  • Experience-Based Learning that enables students to gain knowledge through hands-on activities that shows the relationship between school learning and successful application;
  • Volunteer and Teacher Training plus staff support, program resources and ongoing services.  
Service Categories
Secondary Organization Category Youth Development / Youth Development-Business
Tertiary Organization Category Education / Elementary & Secondary Schools
Geographic Areas Served
Areas
Anderson County
Bourbon County
Clark County
Fayette County
Franklin County
Harrison County
Jessamine County
Laurel County
Madison County
Scott County
Woodford County
Garrard County
Boyle County
Mercer County
Montgomery County
Powell County
Rockcastle County
Wolfe County
Boyd County
The footprint of JA of the Bluegrass has increased during 2015-2016 to include Anderson, Bath, Bourbon, Boyd, Boyle, Breathitt, Carter, Clark, Estill, Fayette, Franklin, Garrard, Greenup, Harrison, Jackson, Jessamine, Knox, Laurel, Lawrence, Lee, Lincoln, Madison, Martin, McCreary, Menifee, Mercer, Montgomery, Nicholas, Owsley, Powell, Pulaski, Rockcastle, Scott, Whitley, Wolfe and Woodford counties in KY.  In West Virginia, we serve Cabell, Kanawha, Lincoln, Mason, Raleigh and Wayne counties.
Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.

Junior Achievement of the Bluegrass is a non-profit organization focused on the promotion of the “free enterprise” system of business in order to develop the youth of our communities and enhance the education experience for our students. This goal is achieved through many activities including partnering with local school boards, classroom presentation, student interaction with business leaders, and development of our communities through volunteerism.

Strategic Goals

The strategic goals of the organization revolve around three primary areas:

  • Establishing the Junior Achievement organization as the “preferred” brand or provider of business expertise to support the efforts of the local school boards.
  • Promote Junior Achievement as a community asset and develop political support for development of such.
  • Create or enhance an environment of volunteerism within the local business community focused on education and financial support for Junior Achievement.
StrategiesHelpWhat are the organization's strategies for its stated long-term goals?

Tactical Approach

Brand establishment – in order to further develop and enhance the Junior Achievement brand, certain activities should be identified and executed:

  • Identification of the characteristics of the JA brand, identifying our unique product – i.e. financial literacy focused on 7th and 9th grades.
  • Identification of the key “stakeholders” in the success of JA.
  • Develop activities to promote awareness of JA in the community.

Promotion of volunteerism as a community value – develop business and community relationships which enhance the aspect of volunteerism as related to JA.

  • Engage key partners within the communities served to drive board and volunteer participation.
  • Promote volunteerism through volunteer campaign and marketing.
  • Engage the local political regime(s) to further promote JA through volunteerism.

Establish JA as a community “asset” – introduce JA from an “asset” perspective, noting the long term value of the organization:

  • Meet with business focused groups – Chamber of Commerce, Economic

development organizations, and local government officials to discuss JA as a strategic advantage.

  • As part of the ongoing strategic efforts of JA develop a long term plan with components specifically targeted at the high level goals of the community related to education, jobs development, and economic development.
  • Integrate JA into external community promotional efforts.

CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?
Since 1963, Junior Achievement of the Bluegrass (JA) has been helping Kentucky’s young people become prepared for their most successful futures for many years. In fact, as JA celebrated its 50th Anniversary in 2013, it was exciting to report that we had already interacted with over 350,000 young people in more than 15,000 classrooms right here in Central Kentucky. Community investments have helped underwrite the costs associated with providing JA programs at no charge to the schools while business volunteers have donated their time to bringing the message of “preparing for the life of their dreams” to the Bluegrass Region’s students. There are no other programs reaching our students that include the content and areas of emphasis that JA programs provide, resulting in increasing demand by our area schools yearly.
 

With the support of positive adult role models who volunteer their time, JA enables students to understand business, citizenship, economics, financial literacy, entrepreneurship, ethics/character, and work readiness. Our programs also encourage confidence and motivate young people to achieve their personal, educational, and career goals. These learning experiences establish the foundation upon which today’s students can acquire the skills and attitudes necessary to succeed in a fast-changing world.

Junior Achievement’s success lies in our unique delivery model which contains four distinct advantages:

· Delivery System of diverse volunteers who serve as presenters in the classroom.

· Flexible, Proven Curriculum supported by discussion guides and activity materials that are enhanced by volunteers’ personal experiences.

· Experience-Based-Learning that enables students to gain knowledge through a variety of age-appropriate, hands-on activities to help them understand the relationship between school learning and successful participation – application - in our economy.

· Volunteer and Teacher Training that provides orientation programs each semester in addition to staff support, program resources, and ongoing services throughout the year.

 
 
IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact? After each Junior Achievement sequence, student pre- and post-learning assessments and teacher and consultant evaluations are submitted to Junior Achievement. The results are tabulated to measure learning outcomes and program successes, and opportunities for improvement are identified and addressed.

Junior Achievement programs are independently evaluated on a scheduled basis to ensure the highest quality. Results from national evaluations show that Junior Achievement’s programming has significant educational impact on students. Additional, longitudinal results demonstrate that extended involvement in Junior Achievement increases the positive effect of the program.

Long-term gains are achieved through Junior Achievement learning, as well. In a 2001-02 study, Worldwide Institute for Research and Evaluation (WIRE), in collaboration with JA Headquarters Education Group, surveyed 750 Junior Achievement students when they were in the sixth-, ninth- or twelfth-grade. When asked to explain the free enterprise system, students who had participated in Junior Achievement demonstrated a much broader understanding and provided more sophisticated responses than did students who had not participated in Junior Achievement. When the Junior Achievement students were asked about their school and work attitudes, 86 percent of sixth-graders, 73 percent of ninth-graders, and 40 percent of twelfth-graders indicated that Junior Achievement had positively influenced their attitudes toward school. In addition, 79 percent of the ninth-grade students suggested that Junior Achievement had increased their positive attitudes toward working.

In a follow-up 2002-03 study, WIRE surveyed the same 750 students when they were in the seventh-grade, tenth-grade, or first year post-high school. The more Junior Achievement programs the students had experienced, the more likely they were to report taking personal responsibility for their own behavior, a characteristic that has been correlated with success in adult life. The post-high school students also reported having benefited from Junior Achievement experiences, stating that Junior Achievement had affected the decisions they were currently making regarding preparing themselves for their careers and better prepared them to make future decisions. They indicated that Junior Achievement had provided them with information that was relevant to their classes and work roles, as well.

Additionally, the seventh- and tenth-grade Junior Achievement students, as compared to students in general, were significantly more likely to believe they would graduate from high school, pursue postsecondary education, and graduate from college. The post-high school students also stated that Junior Achievement had affected the decisions they were currently making and better prepared them to make future decisions.

ProgressHelpWhat has and hasn’t been accomplished so far?
Dr. Terry Holliday, former KY Department of Education Commissioner, recently made the following statement - "Junior Achievement inspires and prepares young people to succeed in a global economy.  From kindergarten through 12th grade, Junior Achievement's programs provide financial literacy, work readiness and entrepreneurship education experiences to students that are both unique and exciting, yet fully correlate with the requisite standards of learning in Kentucky.  Learning about economics - whether it is a concept as simple as "wants and needs" or as complex as "modern international trade" - is a valuable and enriching experience for students.

The JA lessons are taught by adult role models from the local community, including businesspeople, parents, and university students. JA recruits volunteers throughout KY to educate children using both JA's professionally developed, time-proven curriculum, as well as the volunteer's own experiences from the professional world.

Junior Achievement (JA) programs help support the Commonwealth’s college/career-readiness goals for all students.  Junior Achievement’s classroom and lab-based programs foster work-readiness, entrepreneurship and financial literacy – all skills that will help Kentucky students compete in the highly competitive, global marketplace. I applaud Junior Achievement’s business partnerships which serve to strengthen JA’s programs and provide our students with real world expertise that will benefit them as they enter college and the workforce. We are pleased to include Junior Achievement Programs on the Kentucky Department of Education’s Best Practices Web page.

As evidenced by the above statement, JA has made great strides in becoming the "preferred" provider of financial literacy and work readiness education.  However, we continue to work on developing the Junior Achievement curriculum to be seen as a "community asset."  At the end of the 2013-2014 school year, we will gather all of the classroom evaluations that we have received from our students and teachers.  This information will be categorized and will help us determine what is being learned through the student's JA experience.  This document can then help us illustrate the power that the Junior Achievement curriculum coupled with the inspiring teaching of our business volunteers may have in developing our future leaders and entrepreneurs.  .   
 
 
 
 
Board Chair
Board Chair Ms. Sheri Evans Depp
Company Affiliation Lexmark International
Term July 2017 to June 2019
Board Members
NameAffiliationStatus
Mr. Tim Arthur AlltechVoting
Mr. Justin Badeau Forcht BankVoting
Mrs. Lynda Bebrowsky Commerce LexingtonVoting
Mrs. Victoria Bianco Crowe Horwath LLPVoting
Mr. Cody Brown CMC, Inc.Voting
Mr. Darrell Collins DMD Data SystemsVoting
Mr. Mac Crawford Crawford BuildersVoting
Mrs. Sheri Depp LexmarkVoting
Mr. Robert Duncan Jackson KellyVoting
Ms. Lynn Hudgins Junior Achievement of the BluegrassNonVoting
Mrs. Kelly Johns Stablemate CreativeVoting
Mr. Paul Johnston Blue and Company, CPA'sVoting
Mr. David Kidd PNC BankVoting
Mrs. Lora Knight Homebuilders Association of KentuckyVoting
Mr. Brad Lovell KeenelandVoting
Mr. Patrick McGee Churchill McGeeVoting
Ms. Pearl Mohnkern KentuckyOne HealthVoting
Dr. Eric Monday University of KentuckyVoting
Mr. Danny Murphy UK College of LawVoting
Mr. Scott Navis Davis H. Elliot Construction CompanyVoting
Mr. Wessley Perry UPSVoting
Mr. David Royse Ransdell Roach Royse PLLCVoting
Ms. Michelle Rubio-Cegelka SaleforceVoting
Mr. Todd Sallee KEMIVoting
Mr. James Schrader Schrader PropertiesVoting
Ms. Nicole Seals UPSVoting
Mr. Andy Shea Lexington LegendsVoting
Dr. Tom Shelton Kentucky Association of School SuperintendentsVoting
Mr. Kevin Staton Virginia Drilling Company, LLCVoting
Mr. Robert Trimble Kentucky UtilitiesVoting
Mr. Woodford Webb The Webb CompaniesVoting
Mr. Jordan Wilson BB&TVoting
Mr. Todd Ziegler Republic BankVoting
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 28
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 23
Female 8
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 6
Board Meeting Attendance % 69%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 75%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 6
Standing Committees
Board Development / Board Orientation
Finance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Strategic Planning / Strategic Direction
Communications / Promotion / Publicity / Public Relations
Program / Program Planning
Comments
CEO Comments
Each year, more and more teachers request a Junior Achievement volunteer to teach their classroom.  Unfortunately, it's increasingly difficult to find representatives from the business community who are able to teach these classes.  Consequently, there are students each year who do not have the opportunity to be inspired by the JA curriculum and our volunteers.  To combat this challenge, some of our volunteers have agreed to teach more than one class each year and the board has taken a more active role in the recruitment of volunteers.
 
Brand establishment is also a challenge for JA.  Many people know the Junior Achievement name, but few know how Junior Achievement impacts our students.  As part of JA's strategic plan, a brand establishment task force has been created.  An elevator speech has been created for the board and other initiatives are being explored.  We also have created a task force that is exploring JA's role as a community asset.  
 
JA BizTown/JA Finance Park was opened in January of 2017.  JA BizTown offers 5th grade students the opportunity to run a town.  Each student has a job in which they receive a paycheck, deposit their check into their bank account and go shopping.  Through this experience they learn about opportunities they would not have been introduced to in their everyday life and they also learn how an economy works and how money moves through an economy.  Prior to coming to JA BizTown, students spend (11) hours in the classroom learning about the economy, financial literacy and they also complete a job application and interviews for the jobs available in JA BizTown. 
 
In JA Finance Park, students are given a life situation and then develop a budget based on the salary that life situation allows.  They will make decisions about transportation, utilities, housing, insurance and banking based upon the salary they are given.  Prior to coming to JA Finance Park, the students participate in (11) hours of classroom instruction preparing them for their visit.   
 
CEO/Executive Director
Executive Director Carol Lynn Hudgins
Term Start Sept 1998
Email lhudgins@jalexington.org
Experience Lynn Hudgins has a total of 30 years experience as a non-profit professional.  Prior to joining Junior Achievement in September of 1998, she was the Vice President for Membership and Member Services for the Greater Lexington Chamber of Commerce.  Her experience at the Chamber gave her the opportunity to work alongside many of Lexington's key business leaders.  Those relationships proved invaluable to her when she came to Junior Achievement.   
Staff
Full Time Staff 4
Part Time Staff 8
Volunteers 580
Contractors 1
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 1
Female 11
Unspecified 0
Senior Staff
Title Senior Program Manager
Experience/Biography Prior to coming to JA, Ron was a principal and teacher. 
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Comments
CEO Comments Junior Achievement of the Bluegrass is proud of our relationship with our board, donors and volunteers.  We strive each and every day to recognize the work that is done by these exceptional volunteers.  We deliver the JA curriculum to our students and teachers at a very low "cost per student" rate - one of the lowest in the country.  We are proud of the fact that we are able to accomplish a great deal with very small overhead costs. 
Description Through age-appropriate curricula, Junior Achievement programs begin at the elementary school level, teaching children how they can impact the world around them as individuals, workers and consumers. Junior Achievement programs continue through the middle and high school grades, preparing students for future economic and workforce issues they'll face.
Category
Population Served , ,
Program Long term Success We are a growing number of volunteers, educators, parents, and contributors who reach out to 7 million students each year, in grades K-12.
Description This program was written locally by Junior Achievement of the Bluegrass for all 7th grade students throughout Fayette County.  This six-lesson course teaches students the fundamentals of becoming financially literate and includes information regarding the following - taxes, budgeting, financial planning, debit/credit, credit scores, investments and bank services including checking and saving accounts. 
Budget 500
Category
Population Served , ,
Description This seven-session program is designed to inspire and prepare students to start an entrepreneurial venture while still in high school.  Students have the opportunity to examine characteristics of successful entrepreneurs and consider decisions related to the business' product, customer, values, ethics, innovation, management and growth.  In addtion, these students may also participate in JA's Business Plan Challenge in which teams of students develop a business plan for a new product or idea.  That business plan  includes a cost/benefit analysis, clear marketing plan and 90-second commercial.  The student's presentations are judged by entrepreneurs from the Central Kentucky business community.      
Budget 500
Category
Population Served , ,
Description JA BizTown is a community unlike any other; one where kids take charge by running businesses, earning paychecks, voting in elections and donating to philanthropy.  This unique program, designed for 5th graders, engages them in the roles of workers and consumers in a series of classroom lessons that culminates in a visit to our fully-interactive simulated town. Students learn entrepreneurial and personal finance skills while they work and shop in their own vibrant community.  Imagine fifth grade students discovering the real-life opportunities available in the free enterprise system as they become business operators, taxpayers and consumers in JA BizTown. 
Budget 1700
Category
Population Served , ,
Description JA Finance Park provides a practical, hands-on personal budgeting simulation for middle school students.  The classroom curriculum is complemented by a visit to the Park, where students will immerse themselves in a reality-based decision-making process addressing individual and family budget considerations such as housing, transportation, food, utilities, health care, investments, philanthropy and banking.  Students learn about the implications of financial decisions, consider the options available and construct and live within a personal budget.  members of the community, including business leaders and parents, play an active role to guide students through this real world experience. 
Budget 1700
Category
Population Served , ,
Description
This popular high school curriculum equips students with the skills needed to compete for high-demand, high-growth careers in the world marketplace.  Students focus on developing the 4Cs - critical thinking, communication, collaboration and creativity.  It also teaches students about soft skills, teamwork, resumes and job applications. 
Budget 500
Category
Population Served , ,
Program Comments
CEO Comments Junior Achievement (JA) is taught exclusively by business and community volunteers.  This element sets JA apart from other organizations offering curriculum to schools and helps make school relevant and fun.  As volunteers share their real-life experiences and present JA materials, it helps kids bridge the gap between what they learn in school and what they can expect in the world of work. 
Plans & Policies
Organization has a Fundraising Plan? Under Development
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted Sept 2010
Management Succession Plan? No
Organization Policy and Procedures No
Nondiscrimination Policy No
Whistleblower Policy No
Document Destruction Policy No
Collaborations
Junior Achievement collaborates regularly with the Fayette County Public Schools in order to ensure that our programs are meeting the needs of their students.  We also develop partnerships with Commerce Lexington and the University of Kentucky in order to strengthen our outreach throughout Central Kentucky. We are also working the Summer Teen Employment Program (STEP) of the Lexington Fayette Urban County Government to provide work readiness education for the young people participating in that program.  We are also partnering with the BMW (Black Men Working) Academy to provide financial literacy education to those middle and high school students. 
Affiliations
AffiliationYear
Commerce Lexington2012
Awards
Awards
Award/RecognitionOrganizationYear
Collaboration AwardJunior Achievement Worldwide2005
Team Peak Performance AwardJunior Achievement Worldwide2005
Summit AwardJunior Achievement Worldwide2003
Summit AwardJunior Achievement Worldwide2004
Summit AwardJunior Achievement Worldwide2005
Summit AwardJunior Achievement Worldwide2006
Summit AwardJunior Achievement Worldwide2007
Summit AwardJunior Achievement Worldwide2008
Summit AwardJunior Achievement Worldwide2010
Entrepreneurial AwardMetLife Foundation2007
Summit AwardJunior Achievement USA2012
Summit AwardJunior Achievement USA2013
Government Licenses
Is your organization licensed by the Government? No
Financials
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start July 01, 2016
Fiscal Year End June 30, 2017
Projected Revenue $420,026.00
Projected Expenses $401,537.00
Endowment Value $1,017,000.00
Spending Policy Percentage
Percentage 5%
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$501,353----
Government Contributions$970,023$27,500$25,500
Federal------
State------
Local------
Unspecified$970,023$27,500$25,500
Individual Contributions--$671,337$792,258
----$0
$5,058$24,247$26,457
Investment Income, Net of Losses$9,002$14,126$18,192
Membership Dues----$0
Special Events$85,650$91,159$77,604
Revenue In-Kind----$0
Other$601--$0
Expense Allocation
Fiscal Year201620152014
Program Expense$466,604$402,273$385,940
Administration Expense$20,094$20,255$18,896
Fundraising Expense$14,655$9,302$15,642
Payments to Affiliates------
Total Revenue/Total Expenses--1.922.24
Program Expense/Total Expenses--93%92%
Fundraising Expense/Contributed Revenue1%1%2%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$2,626,931$2,058,381$1,686,042
Current Assets$1,543,532$1,012,220$668,260
Long-Term Liabilities----$0
Current Liabilities$34,632$45,151$49,595
Total Net Assets$2,592,299$2,013,230$1,636,447
Form 990s
2016 990
2015 990
2014 Form 990
2013 990 2013
2012 990
2011 990
2010 990
2009 990
2008 990
2007 990
Audit Documents
2016 JA Audit
2015 JA Audit
2014 Audited Financial Statements
2013 JA Audit
2012 Audit
2011 Audit
2010 Audit
2009 Audit
2008 Audit
2007 Audit
Capital Campaign
Currently in a Capital Campaign? No
Campaign Purpose Junior Achievement's Board of Directors identified a new focused experience for our students that will be a "game-changer" for our kids and the entire Bluegrass community. We opened our JA BizTown/JA Finance Park facility in January of 2017. Our students enjoy an opportunity of a lifetime in which they can truly make adult decisions and actually learn how an economy works.
Goal $2,300,000.00
Dates Aug 2013 to Jan 2017
Amount Raised To Date 2200000 as of May 2017
Capital Campaign Anticipated in Next 5 Years? No
State Registration Yes
Comments
CEO Comments Junior Achievement does an excellent job in managing expenses each year.  Since 2008, JA's revenue picture has been challenging, but because we have never been an organization that spends a lot, the economic downturn did not affect us quite as severely as it may have other organizations.  Our board has become increasingly more involved in our fundraising and development efforts since that time and we have been successful in recruiting new companies to join Junior Achievement's efforts.  In 2012, our JA Board made the decision to embark on a capital campaign to bring a JA BizTown/JA Finance Park facility to Central Kentucky.  We have been successful in that campaign and opened JA BizTown/JA Finance Park in January of 2017.  This facility will be available to students throughout a 34-county area. 
Address 2420 Spurr Road
Lexington, KY 40511
Primary Phone 859 219-2423
Contact Email lhudgins@jalexington.org
CEO/Executive Director Carol Lynn Hudgins
Board Chair Ms. Sheri Evans Depp
Board Chair Company Affiliation Lexmark International