2023-05-11T14:18:52-05:00 2022-06-30 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2021-07-01 841267604 JUNIOR ACHIEVEMENT USA % EDWARD PRIEM II JUNI 7195408000 12320 ORACLE BLVD STE 310 COLORADO SPRINGS CO 80921 EDWARD PRIEM II CFO 7195406235 2023-05-15 true EDWARD PRIEM II 999009999 Adam R Smith CPA P00958966 7194714290 2023-05-09 2 2021 2023-04-26 12:10:37Z X JACK KOSAKOWSKI PRES AND CEO 12320 ORACLE BLVD STE 310 COLORADO SPRINGS CO 80921 38553195 false 1116 X WWW.JA.ORG X 1992 CO JA EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS THROUGH VOLUNTEER-DELIVERED PROGRAMS WHICH GIVE THEM KNOWLEDGE/SKILLS IN FINAN LITERACY, WORK READINESS & ENTREPRENEURSHIP 33 32 71 34 0 10178176 17213641 11848186 14063003 2770179 765892 122683 758581 24919224 32801117 3905409 5198314 0 0 8401969 10521119 0 0 1657639 11336183 11357641 23643561 27077074 1275663 5724043 33316709 36630177 5646102 6443136 27670607 30187041 X TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. SEE ADDITIONAL MISSION INFORMATION ON SCHEDULE O. false false 21516369 5198314 14812785 THE ORGANIZATION ASSISTED ITS US AREAS IN SETTING UP AND/OR MAINTAINING THEIR OWN ORGANIZATION TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. JA AREAS REACHED APPROXIMATELY 3.3 MILLION ELEMENTARY THROUGH POST SECONDARY STUDENTS FOR THE YEAR ENDED 6/30/2022. 21516369 true true false true false false false false true true true false false true true false false true false false true true false false false false false true false true false false false false false false false false true false false false false true false false false true 29 0 71 true false false false false false false false false false false false false X 33 32 false false false false true false true true true false true true true true true true true true true true false CA CT NY X X EDWARD PRIEM II 7195406235 12320 ORACLE BLVD STE 310 COLORADO SPRINGS CO 80921 JACK KOSAKOWSKI PRESIDENT AND CEO 40.0 1.0 X X 683628 0 30206 CECIL THIBODEAUX EVP 40.0 0.0 X 434615 0 27706 TIMOTHY GREINERT EVP CHIEF OPERATIONS OFFICER 40.0 0.0 X 331528 0 34892 EDWARD GROCHOLSKI CHIEF MARKETING OFFICER 40.0 0.0 X 329999 0 32142 SUSAN LUU CHIEF INFORMATION & TECHNOLOGY OFFICER 40.0 0.0 X 332821 0 28016 MARY CATHERINE DESROSIERS CHIEF EDUCATION&LEARNING TECHN 40.0 0.0 X 304682 0 9585 LESLIE PIERCE CHIEF HUMAN RESOURCES & DIVERSITY OFFICER 40.0 3.0 X 283388 0 19888 EDWARD PRIEM II CHIEF FINANCIAL OFFICER 40.0 1.0 X 244940 0 12562 STEVEN SCHMIDT SVP - OPERATIONS 40.0 0.0 X 227463 0 28188 JACQUELINE DANT SVP - OPERATIONS 40.0 0.0 X 218446 0 31719 JEANNINE REILLY VP - EDUCATIONAL DELIVERY 40.0 0.0 X 157703 0 23818 MARK FIORE VP - COMPENSATION/BENEFITS 20.0 20.0 X 152255 0 28809 KRIS PONCIROLI VP - DONOR RELATIONS/DEVELOP 40.0 0.0 X 152096 0 27790 JEANETTE LEE VP - DEVELOPMENT 40.0 0.0 X 151356 0 24130 THOMAS THOMAS VP - EVALUATION/RESEARCH 40.0 0.0 X 136577 0 27151 EVELYN ANGELLE TREASURER 1.5 0.0 X X 0 0 0 ALAN ARMSTRONG CHAIR 1.5 0.0 X X 0 0 0 ADAM ARROYOS DIRECTOR 1.5 0.0 X 0 0 0 ASHLEY BELL DIRECTOR 1.5 0.0 X 0 0 0 CATHERINE BRUNE DIRECTOR 1.5 0.0 X 0 0 0 JAMES CARROLL DIRECTOR 1.5 0.0 X 0 0 0 ARNOLD EVANS VICE CHAIR 1.5 0.0 X X 0 0 0 AKBERET FARR DIRECTOR 1.5 0.0 X 0 0 0 BECKY FRANKIEWICZ DIRECTOR 1.5 0.0 X 0 0 0 CHARLIE GARCIA DIRECTOR 1.5 0.0 X 0 0 0 KYLE HYBL SECRETARY 1.5 0.0 X X 0 0 0 CHRIS JAMES DIRECTOR 1.5 0.0 X 0 0 0 CLYDE KEATON DIRECTOR 1.5 0.0 X 0 0 0 GUNJAN KEDIA DIRECTOR 1.5 0.0 X 0 0 0 BILL KRACUNAS DIRECTOR 1.5 0.0 X 0 0 0 LARRY LEVA DIRECTOR 1.5 0.0 X 0 0 0 ROBERT LLOYD DIRECTOR 1.5 0.0 X 0 0 0 SANDRA LOPEZ DIRECTOR 1.5 0.0 X 0 0 0 RODNEY MARTIN DIRECTOR 1.5 0.0 X 0 0 0 PAUL MCKNIGHT DIRECTOR 1.5 0.0 X 0 0 0 NILOUFAR MOLAVI DIRECTOR 1.5 0.0 X 0 0 0 LAURA NEWINSKI DIRECTOR 1.5 0.0 X 0 0 0 ROY NG DIRECTOR 1.5 0.0 X 0 0 0 JEANETTE PRENGER DIRECTOR 1.5 0.0 X 0 0 0 MARNA RICKER DIRECTOR 1.5 0.0 X 0 0 0 DINO ROBUSTO DIRECTOR 1.5 0.0 X 0 0 0 ALEX SEVILLA DIRECTOR 1.5 0.0 X 0 0 0 LARRY SIDWELL DIRECTOR 1.5 0.0 X 0 0 0 MAGGIE THOMASON DIRECTOR 1.5 0.0 X 0 0 0 CESAR VILLALTA DIRECTOR 1.5 0.0 X 0 0 0 CID WILSON DIRECTOR 1.5 0.0 X 0 0 0 DOUG OLSON DIRECTOR (THROUGH 3/2022) 1.5 0.0 X 0 0 0 TRACY LAFLAMME ORTEGA DIRECTOR 1.5 0.0 X 0 0 0 4141497 0 386602 25 false true false MANPOWER 21271 NETWORK CHICAGO IL 606731212 TEMP STAFFING 1541289 CATALYTE INC 502 S SHARP STREET BALTIMORE MD 21201 APPL DEV/SUP 931485 BLACKBAUD INC PO BOX 930256 ATLANTA GA 311930256 CRM SYSTEM DEV & SUP 663574 SPARKX WORKS INC 212 N JUANITA AVE REDONDO BEACH CA 90277 DEVELOP CURRICULUM 542658 MENTORMATE INC 1350 Lagoon Ave Ste 800 MINNEAPOLIS MN 55408 SOFTWARE DEV & SUPPO 428135 22 4951 1678870 15529820 64369 17213641 PROGRAM AND SUPPORT FEES 611710 14063003 14063003 14063003 474080 474080 0 0 0 0 0 7736167 7444355 291812 291812 291812 0 0 0 0 0 0 1999039 -1692277 306762 306762 Miscellaneous Revenue 900099 443020 443020 INSURANCE PROCEEDS 900099 8799 8799 451819 32801117 14812785 774691 5052631 5052631 0 145683 145683 0 3805084 2755489 540260 509335 0 5399444 4190509 609057 599878 145464 112895 16408 16161 627917 487326 70829 69762 543210 421585 61274 60351 0 113999 55176 29412 29411 105257 26313 78937 7 15000 15000 0 143795 143795 1597300 1120549 315522 161229 429057 407604 21453 711151 578095 75240 57816 1321451 913123 408328 0 431564 334937 48680 47947 124291 93343 11435 19513 0 22162 3524 17840 798 21591 5355 16236 1380514 345128 1035385 1 26237 20363 2960 2914 18525 5558 12967 JA Program Expenses 4376920 4009259 310761 56900 Evaluations 147113 136227 10886 Subscription & Dues 76177 47687 23615 4875 Trainings 59224 50222 6929 2073 236313 197788 19857 18668 27077074 21516369 3903066 1657639 5614313 5914333 1341826 1311027 2061640 3238272 132637 99472 0 0 0 0 0 0 2310597 1285788 179774 403578 11627133 10328188 1325182 1298945 16401979 18876612 0 0 0 0 0 0 3948761 4202150 33316709 36630177 1979576 3619208 0 0 1121698 1188628 0 0 870847 1635300 0 0 16702 0 0 0 1657279 0 5646102 6443136 X 19695638 19373467 7974969 10813574 27670607 30187041 33316709 36630177 X 5724043 -3207609 X false true X true false X 9484791 14362992 15627710 10178176 17213641 66867310 0 0 9484791 14362992 15627710 10178176 17213641 66867310 3954646 62912664 367934 410191 424932 459036 474080 2136173 0 113789 8799 122588 69126071 84024053 0.91012 0.86049 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 15000 15000 27062074 27077074 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 0 15000 15000 30000 250000 250000 250000 250000 1000000 1500000 0 0 0 0 false true 1416185 -180768 48531 1186886 0 1300000 153486 0 37301 0 1416185 0.92800 0.07200 false false 1260730 0 1260730 4120471 4120741 419708 411493 8215 5826224 5796224 30000 1298945 DUE FROM RELATED PARTY 4202150 4202150 0 0 SCHEDULE D, PART IV, LINE 2B TRUST, ESCROW, AND CUSTODIAL ARRANGEMENTS: THE ORGANIZATION ASSISTS ITS JA AREAS TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. THE ORGANIZATION HOLDS FUNDS ON BEHALF OF CERTAIN JA AREAS FOR THEIR EXPENSES. THESE FUNDS ARE INCLUDED IN THE CASH AND INVESTMENTS BALANCE ON THE STATEMENTS OF FINANCIAL POSITION AND TOTAL $1,635,300 AS OF JUNE 30, 2022. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT IS TO BE USED TO FUND TRAINING FOR JA STAFF EMERGING LEADERS. Schedule D, Part X, Line 2 Uncertain Tax Positions: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true North America Grantmaking 30320 Sub-Saharan Africa Grantmaking 29600 Europe (Including Iceland and Greenland) Grantmaking 36763 South America Grantmaking 10000 East Asia and the Pacific Grantmaking 28000 134683 134683 Europe (Including Iceland and Greenland) SUPPORT MISSION 36763 Sub-Saharan Africa SUPPORT MISSION 17300 North America SUPPORT MISSION 15000 East Asia and the Pacific SUPPORT MISSION 15000 North America SUPPORT MISSION 12300 South America SUPPORT MISSION 10000 East Asia and the Pacific SUPPORT MISSION 10000 Sub-Saharan Africa SUPPORT MISSION 7300 8 false false false false false false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: GRANTS ARE TO MEMBER NATIONS ONLY. MOST OF THE FUNDING FOR THE GRANTS ARE PROVIDED BY DONORS WHO PLACE RESTRICTIONS ON THE USE OF THE GRANTS. GRANT USAGE REQUIREMENTS VARY BY DONOR. THE REPORTING REQUIRED IS SUBMITTED TO THE ORGANIZATION'S GRANT STEWARD OR DIRECTLY TO THE DONOR. true Junior Achievement of Georgia Inc 275 Northside Drive NW Atlanta GA 30314 580598050 501(c)(3) 313042 PROGRAM SUPPORT Junior Achievement of New York Inc 200 W 41st Street New York NY 10036 133031828 501(c)(3) 269935 PROGRAM SUPPORT Junior Achievement of Southeast Texas Inc 2115 E Governors Circle Houston TX 77092 741153957 501(c)(3) 246630 PROGRAM SUPPORT Junior Achievement of New Jersey Inc 360 Pear Blossom Drive Edison NJ 08837 221774147 501(c)(3) 230562 PROGRAM SUPPORT Junior Achievement of Chicago 651 West Washington Blvd Chicago IL 60661 362170141 501(c)(3) 224884 PROGRAM SUPPORT Junior Achievement of Dallas Inc 3000 Pegasus Park Drive Dallas TX 75247 750881589 501(c)(3) 209933 PROGRAM SUPPORT Junior Achievement of Southern California Inc 6250 Forest Lawn Drive Los Angeles CA 90068 951799192 501(c)(3) 204193 PROGRAM SUPPORT Junior Achievement of Arizona Inc 636 West Southern Ave Tempe AZ 852824508 860184349 501(c)(3) 170260 PROGRAM SUPPORT Junior Achievement of Greater Boston Inc 80 City Square Boston MA 02129 042127020 501(c)(3) 157610 PROGRAM SUPPORT Junior Achievement North Inc 1745 University Avenue W St Paul MN 55104 411424988 501(c)(3) 126110 PROGRAM SUPPORT Junior Achievement of Tampa Bay Inc 13707 N 22nd Street Tampa Bay FL 33613 591098499 501(c)(3) 118018 PROGRAM SUPPORT Junior Achievement of Central Florida Inc 2121 Camden Road Orlando FL 328031487 590972112 501(c)(3) 112740 PROGRAM SUPPORT Junior Achievement of Western Pennsylvania Inc 90 Emerson Lane Bridgeville PA 150173473 250983059 501(c)(3) 106298 PROGRAM SUPPORT Junior Achievement of Central Carolinas Inc 1701 N Graham St Charlotte NC 28206 560672085 501(c)(3) 105896 PROGRAM SUPPORT Junior Achievement of Washington 1610 Perimeter Rd Auburn WA 98001 910604913 501(c)(3) 104677 PROGRAM SUPPORT Junior Achievement of Northern California Inc 3003 Oak Road Walnut Creek CA 94597 941322179 501(c)(3) 104235 PROGRAM SUPPORT Junior Achievement of Southern Nevada Inc 1921 N Rainbow Blvd Las Vegas NV 89108 880354481 501(c)(3) 103800 PROGRAM SUPPORT Junior Achievement of Alabama Inc P O Box 19307 Birmingham AL 35219 630340866 501(c)(3) 100590 PROGRAM SUPPORT Junior Achievement of Southeastern Michigan Inc 577 E Larned Detroit MI 48226 381348535 501(c)(3) 95300 PROGRAM SUPPORT Junior Achievement of Southwest New England Inc 70 Farmington Avenue Hartford CT 06105 060665972 501(c)(3) 77950 PROGRAM SUPPORT Junior Achievement of the Bluegrass Inc 2420 Spurr Road Lexington KY 40511 610606480 501(c)(3) 67480 PROGRAM SUPPORT Junior Achievement of the Chisholm Trail Inc 6300 Ridglea Place Fort Worth TX 761165706 750944915 501(c)(3) 66246 PROGRAM SUPPORT Junior Achievement of South Texas Inc 403 E Ramsey San Antonio TX 78216 742061852 501(c)(3) 64003 PROGRAM SUPPORT Junior Achievement of Greater St Louis Inc 17339 North Outer Forty Road Chesterfield MO 63005 430652112 501(c)(3) 61530 PROGRAM SUPPORT Junior Achievement of North Florida Inc 4049 Woodcock Drive Jacksonville FL 32207 591021800 501(c)(3) 61465 PROGRAM SUPPORT Junior Achievement - Rocky Mountain Inc 5105 DTC Parkway Greenwood Village CO 80111 840430495 501(c)(3) 61328 PROGRAM SUPPORT Junior Achievement of Southeastern Pennsylvania I 994 Old Eagle School Road Wayne PA 19087 231386172 501(c)(3) 60175 PROGRAM SUPPORT Junior Achievement of Oregon and SW Washington In 7830 SE Foster Road Portland OR 97206 930384007 501(c)(3) 60000 PROGRAM SUPPORT Junior Achievement of Northwestern Ohio Inc 1645 Indian Wood Circle Maumee OH 43537 344430363 501(c)(3) 59650 PROGRAM SUPPORT Junior Achievement of Greater Washington Inc 919 18th Street NW Washington DC 20006 540788947 501(c)(3) 53700 PROGRAM SUPPORT Junior Achievement of Central Maryland Inc 1725 Twin Springs Road Baltimore MD 21227 520688275 501(c)(3) 53550 PROGRAM SUPPORT Junior Achievement of Greater Hampton Roads Inc 4460 Corporation Lane Virginia Beach VA 23462 540799839 501(c)(3) 49000 PROGRAM SUPPORT Junior Achievement of Utah Inc 515 South 700 East Salt Lake City UT 841022821 870225875 501(c)(3) 47617 PROGRAM SUPPORT Junior Achievement of Central Indiana Inc 7435 N Keystone Avenue Indianapolis IN 46240 351003695 501(c)(3) 46871 PROGRAM SUPPORT Junior Achievement of Middle Tennessee Inc 120 Powell Place Nashville TN 37204 620582571 501(c)(3) 46664 PROGRAM SUPPORT Junior Achievement of Greater Miami Inc 2124 NE 123 Street North Miami FL 33181 590807486 501(c)(3) 46430 PROGRAM SUPPORT Junior Achievement of Rhode Island Inc 3205 Post Road 7549 Warwick RI 02886 050263443 501(c)(3) 44975 PROGRAM SUPPORT Junior Achievement of Eastern North Carolina Inc 4909 Waters Edge Drive Raleigh NC 27606 561107715 501(c)(3) 44172 PROGRAM SUPPORT Junior Achievement of the Desert Southwest Inc 200 Bartlett El Paso TX 79912 741565161 501(c)(3) 43580 PROGRAM SUPPORT Junior Achievement of South Dakota Inc 300 S Phillips Ave Sioux Falls SD 57104 460306352 501(c)(3) 38577 PROGRAM SUPPORT Junior Achievement of Kentuckiana Inc 1401 W Muhammed Ali Blvd Louisville KY 40203 610476694 501(c)(3) 38300 PROGRAM SUPPORT Junior Achievement of OKI Partners Inc 644 Linn Street Cincinnati OH 45203 320014307 501(c)(3) 38137 PROGRAM SUPPORT Junior Achievement of Greater South Carolina Inc 2711 Middleburg Dr Columbia SC 29204 570511131 501(c)(3) 35597 PROGRAM SUPPORT Junior Achievement of the Michigan Great Lakes In 4090 Lake Drive SE Grand Rapids MI 49546 381557861 501(c)(3) 35582 PROGRAM SUPPORT Junior Achievement of Oklahoma Inc 3947 S 103rd East Ave Tulsa OK 74146 730757053 501(c)(3) 31819 PROGRAM SUPPORT Junior Achievement of North Louisiana Inc 212 Texas Street Shreveport LA 71101 720595081 501(c)(3) 31640 PROGRAM SUPPORT Junior Achievement of Central Ohio Inc 68 E 2nd Avenue Columbus OH 43201 314385042 501(c)(3) 30000 PROGRAM SUPPORT Junior Achievement of Southern Colorado Inc 611 N Weber St Colorado Springs CO 80903 846009223 501(c)(3) 29357 PROGRAM SUPPORT Junior Achievement of Greater Kansas City P O Box 801686 Kansas City MO 64180 440604809 501(c)(3) 27765 PROGRAM SUPPORT Junior Achievement of the Palm Beaches & Treasure 700 S Rosemary Ave West Palm Beach FL 33401 592333738 501(c)(3) 27000 PROGRAM SUPPORT Junior Achievement of North Central Ohio Inc 4353 Executive Circle NW Canton OH 44718 340940986 501(c)(3) 26238 PROGRAM SUPPORT Junior Achievement of Wisconsin Inc 11111 West Liberty Drive Milwaukee WI 53224 390826295 501(c)(3) 24600 PROGRAM SUPPORT Junior Achievement of Western MassachusettsInc P O Box 15167 Springfield MA 01115 042088304 501(c)(3) 24300 PROGRAM SUPPORT Junior Achievement of New Mexico Inc 4700 Lincoln Road NE Albuquerque NM 87109 850416889 501(c)(3) 23517 PROGRAM SUPPORT Junior Achievement of the Triad Inc 3220 Northline Avenue Greensboro NC 27408 560844838 501(c)(3) 22840 PROGRAM SUPPORT Junior Achievement of Greater Cleveland Inc 1422 Euclid Avenue Cleveland OH 44115 340733164 501(c)(3) 22000 PROGRAM SUPPORT Junior Achievement of S Central Pennsylvania Inc 610 S George Street York PA 17401 231598129 501(c)(3) 22000 PROGRAM SUPPORT Junior Achievement of San Diego County Inc 4756 Mission Gorge Place San Diego CA 92120 951727087 501(c)(3) 21370 PROGRAM SUPPORT Junior Achievement of Hawaii Inc 1888 Kalakaua Avenue Honolulu HI 96813 990088861 501(c)(3) 21000 PROGRAM SUPPORT Junior Achievement of Central Virginia Inc 1801 Libbie Ave Richmond VA 23226 540803325 501(c)(3) 19074 PROGRAM SUPPORT Junior Achievement of Central Iowa Inc 6100 Grand Avenue Des Moines IA 50312 420759070 501(c)(3) 19041 PROGRAM SUPPORT Junior Achievement of Western New York Inc 500 Corporate Parkway Suite 118 Amherst NY 142261263 160821488 501(c)(3) 17550 PROGRAM SUPPORT Junior Achievement of Delaware Inc 522 S Walnut Street Wilmington DE 19801 510078199 501(c)(3) 17000 PROGRAM SUPPORT Junior Achievement of Southern Massachusetts Inc 128 Union Street New Bedford MA 02740 043193575 501(c)(3) 15000 PROGRAM SUPPORT Junior Achievement of East Tennessee Inc 2135 N Charles G Seivers Blvd Clinton TN 37716 620810145 501(c)(3) 15000 PROGRAM SUPPORT Junior Achievement of Alaska Inc 639 W International Airport Rd Anchorage AK 99518 920045091 501(c)(3) 13950 PROGRAM SUPPORT Junior Achievement of Southwestern Indiana Inc 431 E Diamond Avenue Evansville IN 47711 356048156 501(c)(3) 12100 PROGRAM SUPPORT Junior Achievement of Kansas Inc P O Box 3728 Topeka KS 66604 480731855 501(c)(3) 12059 PROGRAM SUPPORT Junior Achievement of Central Upstate New York In 200 West Ridge Road 1 Rochester NY 14615 160956147 501(c)(3) 11350 PROGRAM SUPPORT Junior Achievement of Eastern Iowa Inc 324 3rd Street SE Cedar Rapids IA 524011841 420919209 501(c)(3) 11000 PROGRAM SUPPORT Junior Achievement of Arkansas Inc 610 President Clinton Ave Little Rock AR 72201 710658775 501(c)(3) 9920 PROGRAM SUPPORT Junior Achievement of Mahoning Valley Inc Northwood Center Girard OH 44420 341714400 501(c)(3) 9300 PROGRAM SUPPORT Junior Achievement of Central Illinois Inc 508 High Point Lane East Peoria IL 61611 370657600 501(c)(3) 7800 PROGRAM SUPPORT Junior Achievement of Northern Indiana Inc 550 E Wallen Road Fort Wayne IN 46825 350922731 501(c)(3) 7300 PROGRAM SUPPORT Junior Achievement of North Central Michigan Inc 309 E Indian Street Midland MI 486406823 386081685 501(c)(3) 7300 PROGRAM SUPPORT Junior Achievement of South Central Kentucky Inc 2501 Crossings Blvd Bowling Green KY 42104 610997385 501(c)(3) 7300 PROGRAM SUPPORT Junior Achievement of Greater New Orleans Inc 5100 Orleans Avenue New Orleans LA 70124 720469314 501(c)(3) 7000 PROGRAM SUPPORT Junior Achievement of South Florida Inc 1130 Coconut Creek Blvd Coconut Creek FL 33066 590871446 501(c)(3) 6508 PROGRAM SUPPORT Junior Achievement of the Midlands Inc 13506 W Maple Road Omaha NE 68164 470468426 501(c)(3) 6250 PROGRAM SUPPORT Junior Achievement of Northern Nevada Inc 1575 Delucchi Lane Reno NV 89502 886005167 501(c)(3) 5250 PROGRAM SUPPORT Junior Achievement of the Heartland Inc 800 12th Avenue Moline IL 61265 362684253 501(c)(3) 5200 PROGRAM SUPPORT JA OF SAN JUAN PUERTO RICO PO BOX 365064 SAN JUAN PR 00936 660273258 501(C)(3) 11000 PROGRAM SUPPORT 82 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: GRANTS ARE TO JA AREA OFFICES ONLY. THE FUNDING FOR THE GRANTS IS PROVIDED BY DONORS WHO PLACE RESTRICTIONS ON THE USE OF THE GRANTS. GRANT USAGE REQUIREMENTS VARY BY DONOR. THE REPORTING REQUIRED IS SUBMITTED TO THE ORGANIZATION'S GRANT STEWARD OR DIRECTLY TO THE DONOR. X X X X X false false false false false false false true false JACK KOSAKOWSKI PRESIDENT AND CEO 528199 150247 5182 8700 21506 713834 0 CECIL THIBODEAUX EVP 349061 80372 5182 8700 19006 462321 0 TIMOTHY GREINERT EVP CHIEF OPERATIONS OFFICER 271608 57082 2838 8700 26192 366420 SUSAN LUU CHIEF INFORMATION & TECHNOLOGY OFFICER 284426 46765 1630 8700 19316 360837 0 EDWARD GROCHOLSKI CHIEF MARKETING OFFICER 274261 54220 1518 8700 23442 362141 0 MARY CATHERINE DESROSIERS CHIEF EDUCATION&LEARNING TECHN 250565 51279 2838 8700 885 314267 0 LESLIE PIERCE CHIEF HUMAN RESOURCES & DIVERSITY OFFICER 235850 41407 6131 8447 11441 303276 0 EDWARD PRIEM II CHIEF FINANCIAL OFFICER 207656 36720 564 7404 5158 257502 0 STEVEN SCHMIDT SVP - OPERATIONS 189947 34102 3414 6848 21340 255651 0 JACQUELINE DANT SVP - OPERATIONS 184648 31620 2178 6666 25053 250165 0 JEANNINE REILLY VP - EDUCATIONAL DELIVERY 156745 958 4802 19016 181521 0 MARK FIORE VP - COMPENSATION/BENEFITS 151648 607 4681 24128 181064 0 KRIS PONCIROLI VP - DONOR RELATIONS/DEVELOP 151172 924 4665 23125 179886 0 JEANETTE LEE VP - DEVELOPMENT 146448 4908 4501 19629 175486 0 THOMAS THOMAS VP - EVALUATION/RESEARCH 132188 4389 4096 23055 163728 0 SCHEDULE J, PART I, LINE 7 DESCRIPTION OF NON-FIXED PAYMENTS: THERE ARE TWO KEY COMPONENTS OF THE EXECUTIVE COMPENSATION PHILOSOPHY OF JA USA: 1. REWARD FOR PERFORMANCE 2. PROVIDE REASONABLE AND COMPETITIVE PAY PACKAGES WITH THOSE OFFERED TO LEADERS OF ORGANIZATIONS COMPARABLE TO JA USA IN TERMS OF SIZE, COMPLEXITY AND MISSION IMPACT. AS PART OF THE REWARD FOR PERFORMANCE THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD OF GOVERNORS HAS ADOPTED THE MANAGEMENT INCENTIVE COMPENSATION PLAN (MIC). MIC IS INTENDED TO STIMULATE AND REWARD RESULTS AND ACHIEVEMENT NECESSARY TO ACCOMPLISH THE MULTIPLE OBJECTIVES OF JA USA'S STRATEGIC PLAN. THE MIC PLAN IS DESIGNED TO: A) MOTIVATE GROWTH IN TOTAL REVENUE AND PROGRAM IMPACT TO ENHANCE SERVICES TO THE COMMUNITY. B) LINK ACCOMPLISHMENT OF THE ORGANIZATION'S MISSION AND OBJECTIVES WITH THE COMPENSATION OF THE ORGANIZATION'S MANAGERS. C) CONTROL COSTS BY PROVIDING VARIABLE COMPENSATION BASED ON PERFORMANCE TO ENHANCE AFFORDABILITY AND OFFERING A COMPETITIVE INCENTIVE AND TOTAL CASH COMPENSATION PROGRAM. D) ENHANCE THE FOCUS, MOTIVATION AND RETENTION OF KEY ORGANIZATIONAL MANAGERS. IN SETTING THE ANNUAL INCENTIVE COMPENSATION OPPORTUNITIES FOR THE MIC FOR EACH EXECUTIVE, THE COMMITTEE TARGETS THE MEDIAN OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR TARGET PERFORMANCE AND THE UPPER QUARTILE OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR SUPERIOR PERFORMANCE. THERE IS A CAP ON THE AMOUNT OF INCENTIVE THAT ANY EXECUTIVE CAN EARN FROM THE MIC. THE COMMITTEE USES DISCRETION IN DETERMINING THE LEVEL OR ACHIEVEMENT OF CERTAIN PERFORMANCE MEASUREMENTS. THE COMMITTEE ALSO ANNUALLY EXAMINES THE COMPARABLE MARKET DATA FOR THESE POSITIONS, FOLLOWING THE THREE-STEP GOVERNANCE PROCESS DESCRIBED IN THE REGULATIONS TO SECTION 4958 ON INTERMEDIATE SANCTIONS TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY, IN THEIR SOLE DISCRETION, AND AT ANY TIME, ELECT TO AMEND, SUSPEND, OR TERMINATE THE PLAN. X 3 64369 FAIR MARKET VALUE false true false Schedule M, Part I, Column (b) EXPLANATION FOR NUMBER OF CONTRIBUTIONS REPORTED: The number of contributions reported is the number of contributions received, not the number of individual items contributed. FORM 990, PART VI, SECTION A, LINE 6 AND 7B DESCRIBE CIRCUMSTANCES FOR HAVING MEMBERS: THE SOLE MEMBER OF THE ORGANIZATION IS JA WORLDWIDE, INC. APPROVAL MUST BE OBTAINED FROM THE MEMBER FOR THE FOLLOWING: - AMENDMENT, MODIFICATION, OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - MERGER, CONSOLIDATION, REORGANIZATION, OR DISSOLUTION OF JUNIOR ACHIEVEMENT USA (JA USA), OR THE SALE, LEASE OR EXCHANGE, OR OTHER DISPOSITION, TRANSFER OR CONVEYANCE OF ALL OF SUBSTANTIALLY ALL OF ITS NET ASSETS; - ANY MATERIAL CHANGE IN ANY CURRENT NONPROFIT PURPOSES AND OBJECTIVES OF JA USA; - ENTERING INTO ANY OPERATING AGREEMENT BETWEEN JA USA AND ANY OF ITS LOCAL AREAS. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE PROCESS TO REVIEW 990: THE FORM 990 IS PREPARED BY OUR EXTERNAL AUDIT FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. A DRAFT IS SUPPLIED VIA A WEB SITE LINK FOR THE ENTIRE BOARD TO REVIEW BEFORE FILING THE FINAL 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED: A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT VIA EMAIL OR HAND DELIVERED TO INTERESTED PARTIES EACH YEAR REQUESTING VERIFICATION OF POSSIBLE CONFLICTS. IF A CONFLICT IS DISCLOSED IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A & 15B DESCRIBE PROCESS FOR DETERMINING COMPENSATION: THE GOVERNANCE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT (WILLIS TOWERS WATSON), THE COMMITTEE CONSIDERED COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN THE WRITTEN OPINION OF REASONABLENESS FROM THE INDEPENDENT COMPENSATION CONSULTANT. THIS REVIEW PROCESS IS CONDUCTED ANNUALLY AND WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: JUNIOR ACHIEVEMENT, USA MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII COMPENSATION: COMPENSATION DELIBERATIONS TAKE INTO ACCOUNT SERVICES PROVIDED TO THE FILING ORGANIZATION AND ITS JA AREAS. REVENUE PRESENTED IN THE FORM 990 DOES NOT INCLUDE THE REVENUE OF THE 102 JA AREAS WHO ARE PART OF THE JA USA NETWORK THAT JA USA OVERSEES. IN FYE 2022, REVENUE OF ALL JA AREAS TOTALED APPROXIMATELY $201 MILLION. JUNIOR ACHIEVEMENT USA HEALTH & WELFARE ONE EDUCATION WAY COLORADO SPRINGS CO 80906 841223492 EE BENEFITS CO 501(C)(9) JA USA true false true false true false false true false false false false true false false false false true true true SCHEDULE R, PART II, Column A RELATED ORGANIZATIONS: JUNIOR ACHIEVEMENT USA AND ITS JA AREAS, MANY OF WHOM ARE INDICATED ON SCHEDULE I, ARE COVERED UNDER A GROUP EXEMPTION AND ARE RELATED FOR SCHEDULE R PURPOSES. RELATED ENTITIES COVERED BY A GROUP EXEMPTION ARE NOT REQUIRED TO BE LISTED ON SCHEDULE R, PART II, HOWEVER, TRANSACTIONS BETWEEN JA USA AND THE RELATED ORGANIZATIONS ARE INDICATED ON SCHEDULE R, PART V, LINE 1.