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CHARITY REVIEW
Issued: April 2026 Expires: April 2028

Junior Achievement of Kentuckiana

Accredited Charity
Accredited Charity

Meets Standards

1401 W Muhammad Ali Blvd
Louisville, KY, 40203

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Junior Achievement of Kentuckiana meets the 20 Standards for Charity Accountability.

Stated Purpose:
Junior Achievement of Kentuckiana is a nonprofit that inspires and prepares young people for success.

Year, State Incorporated:
1950, KY

Junior Achievements proven lessons in financial literacy, work and career readiness, and entrepreneurship are shown to positively impact the lives of young people. These lessons align with national and state educational standards and are delivered to over 58,000 students across the Kentuckiana region with the help of education partners and volunteers from the local community.

For the year ended June 30, 2025, Junior Achievement of Kentuckiana's program expenses were:

Program services $1,889,584
Total Program Expenses $1,889,584

Chief Executive
Jennifer Helgeson, President

Chair of the Board
Stephanie Mooney

Chair's Profession / Business Affiliation
UPS Airlines

Board Size
69

Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Television, Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Junior Achievement of Kentuckiana's audited financial statements for the year ended June 30, 2025.

Source of Funds
Corporate contributions $814,748
Individual contributions $490,144
Special events, net $369,366
Foundation contributions $272,762
In-kind contributions $252,107
Unrealized gain (loss) on investments $232,718
Investment income, net $124,788
Public sector funding $50,000
Realized gain (loss) on investments $29,723
Change in value of beneficial interest in assets held by others $8,655
Total Income $2,645,011

Programs: 77% Fundraising: 15% Administrative: 9%

Total Income $2,645,011
Total expenses: $2,469,972
  Program expenses $1,889,584
  Fundraising expenses $358,876
  Administrative expenses $218,676
  Other expenses $2,836
Income in Excess of Expenses $175,039
Beginning Net Assets $5,980,848
Other Changes In Net Assets $0
Ending Net Assets $6,155,887
Total Liabilities $121,082
Total Assets $6,276,969
Ending net assets as reported above include $6,023,578 without donor restrictions and $132,309 with donor restrictions. 

Total assets as reported include $1,268,169 in fixed assets, net.

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB serving Greater Kentucky and South Central Indiana