Public Charity

JUNIOR ACHIEVEMENT USA HEALTH & WELFARE BENEFIT PLAN TRUST

JUNIOR ACHIEVEMENT USA HEALTH & WELFARE BENEFIT PLAN TRUST is a nonprofit organization categorized as Public Charity based in COLORADO SPRINGS, CO. Its most recent IRS filing (2025) reports revenue of $12.7M, expenses of $11.1M, total assets of $9.1M. Imperigo tracks 18 reported grant relationships connected to this organization totaling approximately $3.6M.

EIN: 841223492 COLORADO SPRINGS, CO Latest filing: 2025
Total Revenue$12.7M
Total Expenses$11.1M
Total Assets$9.1M
Grant Records18
Funding Total$3.6M
Filing Years2021–2025

Mission

TO PROVIDE MEDICAL, DENTAL, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, VISION, AND LONG-TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF JUNIOR ACHIEVEMENT USA AND ITS AFFILIATES.

Sample Grants Received

2024
GENERAL SUPPORT
$65,000
2023
TO PROVIDE SUPPORT SERVICES AND PROGRAMS FOR UNDERPRIVILEGED CHILDREN, TO HELP THEM GROW UP
$1,577,430
2023
GENERAL SUPPORT
$65,000
2022
TO PROVIDE SUPPORT SERVICES AND PROGRAMS FOR UNDERPRIVILEGED CHILDREN, TO HELP THEM GROW UP
$962,011
2022
GENERAL SUPPORT
$6,000

Showing up to 5 of 18 total records — full history available with membership.

Officers & Directors

TRUSTEE AND CFO Edward Priem Ii
TRUSTEE AND PRESIDENT/CEO (END 6/30/2024) Jack Kosakowski
CHAIRMAN Joe Burke
CHIEF HUMAN RESOURCES AND DIVERSITY OFFICER Loretta Rodriguez Trustee
S.V.P. - COMP. & BENEFITS Mark Fiore
PRESIDENT Tim Greinert

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$3,630,341 16 grants
Education
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $12.7M $11.1M $9.1M
2024 $11.5M $10.2M $7.3M
2023 $9.8M $10.1M $6.3M
2022 $8.6M $9.9M $6.9M
2021 $8.4M $7.9M $8.5M

Between 2021 and 2025, reported annual revenue grew from $8.4M to $12.7M (+51%), with total assets most recently reported at $9.1M.

Interactive year-over-year charts and full filing details available with membership.

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