Junior Achievement of Oklahoma, Inc.
211 N Robinson, Ste 201
Oklahoma City OK 73102
Tax Exempt Status Public Supported Charity
Mission Statement Junior Achievement of Oklahoma inspires and prepares young people to succeed in a global economy. 
Contact Information
Contact Name Jo Wise
Contact email contact@jaok.org
Address 211 N Robinson, Ste 201
Oklahoma City, OK 73102
Phone (405) 235-3399
Fax 405-235-3147
County Oklahoma County
Alternate Address 3947 S. 103rd E. Avenue
Tulsa OK 74146
Alternate Phone 918 663-2150
How to Give
Donate with Credit Card http://www.jaok.org
Donate to Endowment http://occf.org/jaok/
Other ways to donate, support or volunteer
DONATIONS:
- Mail: 211 N Robinson, Ste 201, OKC, OK  73102
- Phone:  405.235.3399
- Visit us on-line at www.jaok.org
- In-kind donations: Please call 405.235.3399 for needs
- Curriculum and special events Sponsorships:  Call 405.235.3399
 
VOLUNTEERING
There are many rewarding volunteer opportunities with Junior Achievement:
- Teach a class!  We serve students K-12 introducing the business world into the classroom.  Our highly developed curriculum for each grade level is activity based and easy to follow.  You can select the age group with which you are comfortable.  Full day courses or a few hours a day are both available.
- Special Events:  There are a number of special events for both fundraising and education.  Opportunities are available for those who like to plan events or simply enjoy participating the day of.  Call 405.235.3399 or visit our website to learn more.
Financial Summary
 
 
Projected Revenue $1,923,000.00
Projected Expenses $1,904,476.00
History and Background
Former Names
NameYear
Junior Achievement of Greater Oklahoma City2009
Year Founded 1966
IRS Ruling Year 1994
State Registration Expiration May 2017
Statements
Mission Junior Achievement of Oklahoma inspires and prepares young people to succeed in a global economy. 
Background

Junior Achievement empowers young people to own their economic success. Our programs educate young people to value free enterprise, business and economics through the support of teachers, parents, and volunteers in the classroom. Junior Achievement uses hands-on experiences to help young people understand how the real-world works.

In partnership with business and educators, Junior Achievement brings the real-world to students, opening their minds to their potential and showing them that they can make a difference in the world.

Junior Achievement programs complement and support the great work that teachers accomplish by helping educate students in personal finance and practical workplace skills, preparing them to pursue their careers as well as their dreams.

Impact Our volunteer driven experiential programs give students knowledge and skills in financial literacy, work readiness, and entrepreneurship. Junior Achievement helps to enhance the relevance of students' classroom learning and increase their understanding of the value of staying in school.
Needs
1. Classroom Volunteers - Trained by JA staff to teach financial literacy, work readiness and entrepreneurship in K-12th grade classrooms.
2. Special Event volunteers and participants for fall student stock market event, and spring adult bowling, golf, & luncheon events.
3. Program costs including curriculum, recruitment and training: $30 per student, $750 per classroom.
4. Special event corporate sponsorships.
5. Staff training and retention. 
CEO/Executive Director Statement During a time when our local and national news is headlined daily by financial turmoil, it is critical that our young people have financial literacy skills. At Junior Achievement of Oklahoma, we give young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. Our corporate and community volunteers deliver relevant, hands-on experiences that give students from kindergarten through high school knowledge and skills in financial literacy, work readiness and entrepreneurship.
Area Served
Area Served
Geographic Area Served
Central Oklahoma
Oklahoma - Statewide
Junior Achievement of Oklahoma is licensed to serve the entire state of Oklahoma. The Oklahoma City office focuses on the Oklahoma City metro and surrounding areas including Norman, Edmond, Shawnee, and Yukon.  
Service Categories
Secondary Organizational Category Education/Primary & Elementary Schools
Tertiary Organizational Category Education/Secondary & High Schools
Programs
Description JA's elementary school programs are the foundation of its K-12 curricula. The programs include six sequential themes for kindergarten through fifth-grade students and one capstone experience. Students learn the basic concepts of business and economics and how education is relevant to the workplace. The sequential activities build on studies from each preceding grade and prepare students for secondary school and lifelong learning. All JA programs are designed to support the skills and competencies identified by the Partnership for 21st Century Skills. These programs also augment school-based, work-based, and connecting activities for communities with school-to-work initiatives.
Strategy
Population Served K-12 (5-19 years) K-12 (5-19 years) K-12 (5-19 years)
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Ninety-five percent of participating elementary teachers state that JA programs connect what is learned in the classroom to the real world. 84% indicate that JA curriculum introduces students to new careers, while 85% indicate that students have improved decision making skills. Critical thinking skills was another sited improvement, as 86% of teachers feel that JA programs helped students in this area.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Ninety-six percent of JA programs have been independently evaluated over the past four years. Over 60 evaluation studies in the past five years support JA's effectiveness. External studies have been conducted by organizations such as Western Institute for Research and Evaluation and The Bridgespan Group.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. "The lessons matched our learning targets and state standards. The curriculum that was presented had presentations with discussions that were followed by hands-on activities. The students were engaged and really enjoyed someone from the commuity coming in to teach them" -JA Teacher
Description JA's middle grades programs for students in grades 6-8 include economics and business curricula and a capstone experience. These programs build on concepts the students learned in Junior Achievement's elementary school program and help teens make difficult decisions about how to best prepare for their educational and professional future. The programs supplement standard social studies curricula and develop communication skills that are essential to success in the business world. All JA programs are designed to support the skills and competencies identified by the Partnership for 21st Century Skills. These programs also augment school-based, work-based, and connecting activities for communities with school-to-work initiatives.
Strategy
Population Served K-12 (5-19 years) K-12 (5-19 years) K-12 (5-19 years)
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. The majority of middle school students (71% ) indicate JA helped them realize the importance of an education and motivated them to work harder to achieve educational and work goals. Studies show middle school students understand more about personal finance, business and economic concepts after particpating in JA programs.
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Ninety-six percent of JA's progams have been independently evaluated in the past 4 years. Over sixty evaluation studies in the past five years support JA's effectiveness. External evaluations have been conducted by organizations such as The Western Institute for Research and Evaluation and The Bridgespan Group. Full evaluation details can be found at www.ja.org.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. JA middle grade students held higher aspirations for their careers as compared to middle school students in general. JA students were more likely to see themselves in a professional or managerial role by age 30, as compared to students in general.
Description
With a range of different programs, Junior Achievement teaches concepts relating to entrepreneurship, financial literacy, and work readiness. JA's high school programs for students in grades 9-12 include economic and business curricula, an after-school student-led enterprise, and a one-day workplace capstone experience. Junior Achievement's high school programs help students make informed, intelligent decisions about their future, and foster skills that will be highly useful in the business world.
All JA programs are designed to support the skills and competencies identified by the Partnership for 21st Century Skills. These programs also augment school-based, work-based, and connecting activites for communities with school-to-work initiatives.
Strategy
Population Served K-12 (5-19 years) K-12 (5-19 years) K-12 (5-19 years)
Program Short-term SuccessHelpDescription of short-term achievement(s) or improvement(s) that will result from this program. Nearly 80% of participating high school students indicate that JA positively influenced their attitudes towards continuing their education.  Most students reported that JA made the transition to college easier, encouraged them to work hard and provided information that was relevant. 
Program Success MonitoringHelpDescription of the tools used to measure or track program impact. Ninety-six percent of JA programs have been independently evaluated in the past four years.  Over sixty evaluation studies in the last five years support JA's effectiveness.  External studies have been conducted by The Western Institute for Research and Evaluation and The Bridgespan Group.
Examples of Program SuccessHelpSpecific examples of changes in behaviors or testimonies of changes that demonstrate program success. "What I learned and experienced affected me greatly, got me ready and prepared for not only college, but also the general world and experiences young people face".  JA Student
CEO/Executive Director
CEO/Executive Director Shannan Beeler
Start Date Mar 1998
Email sbeeler@jaok.org
Experience
Beeler has been with Junior Achievement (JA) for 17 years and has served in roles both in Oklahoma and for the national office (JA USA). When she began in 1998 as President of Junior Achievement of Greater Tulsa the organization served 9,400 students which has grown to a statewide organization now serving over 55,000 students. During her tenure the organization underwent a 3.2 million capital campaign to build a facility which houses JA BizTown and also serves as the corporate headquarters located in Tulsa, Oklahoma.  In 2000, she received the Karl Flemke Pioneer Achievement Award, presented to first-time Junior Achievement presidents who have demonstrated outstanding organizational contributions and accomplishments. In 2005 she received the Tulsa Business Journal’s Influential Women in Business Award. She is a Leadership Tulsa Class 26 graduate and was selected for Leadership Oklahoma Class 25. She serves on various committees in both the community and within JA USA, and is active in youth and education issues. She also is a member of the Tulsa Rotary Club and an active member of her church. 
 Beeler holds a bachelor’s degree in psychology from Oklahoma State University and a master’s degree in social work from the University of Oklahoma. Prior to joining Junior Achievement, she was the executive director for Big Brothers Big Sisters of Stillwater, Oklahoma and a youth and family counselor. Shannan currently resides in Jenks Oklahoma with her husband Will and her three children.
Senior Staff
NameTitle
Erica IrvineVice President, Development
Debbie WeierbachVice President, Administration
Jo WiseRegional Director
Staff
Number of Full-time Staff 15
Number of Part-time Staff 8
Number of Contract Staff 1
Number of Volunteers 0
Staff Retention Rate 100
Are professional development opportunities provided? Yes
Does CEO/Executive Director have formal evaluations? Yes
Management reports to board? Yes
Organizational Plans
Fundraising Plan Under Development
Policy against commission-based compensation for fundraising consultant Yes
Communication Plan Under Development
Strategic Plan Yes
Number of Years Strategic Plan Considers 3
Date Strategic Plan Adopted Aug 2012
Management Succession Plan Under Development
Organization Policies and Procedures Yes
Board Chair
Name Lori Pumphrey
Company Affiliation United States Beef Corp.
Term July 2015 to June 2017
Email lpumphrey@usbeefcorp.com
Board of Directors
List Current as of July 01, 2016
Board of Directors List
NameAffiliationStatus
Mark Blongewicz Hall Estill Attorneys at LawVoting
Dr. Kim Boyd Oral Roberts UniversityVoting
Paul Brewer Enable Midstream PartnersVoting
Duane Chalmers WilliamsVoting
Randy Chandler Cox Business of OklahomaVoting
Dave Cleveland Executive Partner, LLCVoting
John Eaton Ernst & YoungVoting
Dr. Kirt Hartzler Union Public SchoolsVoting
John Hewitt Matrix Service CompanyVoting
Wes Mitchell HP Enterprise Services
Max Myers Tall Oak MidstreamVoting
Dr. Clarence Oliver Oral Roberts UniversityVoting
Pat Piper Bank of OklahomaVoting
Lori Pumphrey United States Beef CorporationVoting
Dave Shiels Traverse Midstream PartnersVoting
Governance
Board Term Lengths 2 years
Percentage of Board Making Monetary Contributions to the Organization 100 %
Percentage of Board Making In-Kind Contributions to the Organization 50 %
Board Orientation Yes
Constituency Includes Client Representation No
Written Board Selection Criteria? Under Development
Standing Committees
Finance
Audit
Comments on Board & Governance
CEO/Executive Director/Board Comments
      The Additional Boards: Other Board Members represent the JA Oklahoma City Region.  The governing board (State Board of Directors) consists of members from the Oklahoma City Region and the Tulsa Region. 
Current Fiscal Year
Fiscal Year July 01, 2016-June 30, 2017
Current Year Budgeted Total Income $1,923,000
Current Year Budgeted Total Expenses $1,904,476
IRS Letter of Determination
Prior Three Years' Financial History
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201620152014
Total Revenue$1,868,929$1,883,869$1,935,811
Total Expenses$1,947,523$1,920,770$1,782,941
Revenue Less Expenses($78,594)($36,901)$152,870
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$763,331$718,145$643,145
Government Contributions$0$0$0
Federal$0$0--
State$0$0--
Local$0$0--
Unspecified$0$0--
Individual Contributions$262,035$245,059$272,369
$0$0--
$255,952$243,900$254,500
Investment Income, Net of Losses$17,295$26,575$26,631
Unrealized Gain/Loss($18,226)$1,521$95,982
Membership Dues$0$0--
Special Events$553,685$586,354$526,111
Revenue In-Kind$9,535$21,979$84,378
Other$25,322$40,336$32,695
Expense Allocation
Fiscal Year201620152014
Program Expense$1,554,136$1,539,981$1,424,532
Administration Expense$164,907$141,876$141,099
Fundraising Expense$228,480$239,003$217,310
Payments to Affiliates------
Total Revenue/Total Expenses0.960.981.09
Program Expense/Total Expenses80%80%80%
Fundraising Expense/Contributed Revenue14%15%15%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$3,570,827$3,663,925$3,728,807
Current Assets$465,998$447,342$207,341
Long-Term Liabilities------
Current Liabilities$29,821$44,325$72,306
Total Net Assets$3,541,006$3,619,600$3,656,501
Solvency
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities15.6310.092.87
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Funding Sources
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar AmountFoundations & Corporations $763,331Foundations & Corporations $718,145Foundations & Corporation $643,145
Second Highest Funding Source & Dollar AmountSpecial Events $553,685Special Events $586,354Special Events $526,111
Third Highest Funding Source & Dollar AmountIndividuals $262,035Individuals $245,059Individuals $272,369
Endowment? Yes
Endowment Spending Policy Percentage
Endowment Spending Policy Percentage (if selected) 5 %
Credit Line? No
Reserve Fund? Yes
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next Five Years? No
Comments on Financials
Foundation Staff Comments
All prior year financial information is from audited financial statements. 
 
Organizations with a GiveSmartOKC profile are responsible for updating information annually within 45 days following the end of their fiscal year.
Address 211 N Robinson, Ste 201
Oklahoma City, OK 73102
Primary Phone 405 235-3399
Contact Email contact@jaok.org
Give with Credit Card http://www.jaok.org
Give to Endowment http://occf.org/jaok/
CEO/Executive Director Shannan Beeler
Board Chair Lori Pumphrey
Board Chair Company Affiliation United States Beef Corp.