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 17 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 Records17
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 17 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

TO PROVIDE SUPPORT SERVICES AND PROGRAMS FOR UNDERPRIVILEGED CHILDREN, TO HELP THEM GROW UP
$2,539,441 2 grants
GENERAL SUPPORT
$686,000 8 grants
OPERATIONS
$325,900 1 grant
CHARITABLE CONTRIBUTION
$48,000 3 grants
GENERAL FUNDS
$31,000 2 grants

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.

See the full picture for JUNIOR ACHIEVEMENT USA HEALTH & WELFARE BENEFIT PLAN TRUST

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