JUNIOR ACHIEVEMENT OF TRI-CITIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT OF TRI-CITIES (EIN 62-0757847)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349311572
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:00:12-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621690032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODEFER MOSS & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N STATE OF FRANKLIN RD STE 10 | AddressLine1Txt |
| City | JOHNSON CITY | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620757847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF TRI-CITIES | BusinessNameLine1Txt |
| Business Name Line2 | TN/VA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 4233928841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROAD STREET SUITE 1 | AddressLine1Txt |
| City | KINGSPORT | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 376603654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY SALLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4233928841 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHY | PersonFirstNm |
| Person Last | SALLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA VERRET | PreparerPersonNm |
| PTIN | P00922729 | PTIN |
| Phone | 4237122200 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENT BEWLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROAD STREET SUITE 1 | AddressLine1Txt |
| Address Line2 | 330 BROAD STREET SUITE 1 | AddressLine2Txt |
| City | KINGSPORT | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,576 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://TRICITIES.JA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | JUNIOR ACHIEVEMENT OF TRI-CITIES TN/VA, INC. IS A TAX EXEMPT FRANCHISE OF "JUNIOR ACHIEVEMENT USA", A NATIONAL TAX-EXEMPT ORGANIZATION, WHOSE FUNCTION IS TO EDUCATE AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS AND BE WORKFORCE READY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $150,755 | PYContributionsGrantsAmt |
| CY Contributions Grants | $47,106 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,743 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,470 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,258 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $196,756 | PYTotalRevenueAmt |
| CY Total Revenue | $84,576 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $123,923 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $127,188 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,394 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,567 | PYOtherExpensesAmt |
| CY Other Expenses | $66,633 | CYOtherExpensesAmt |
| PY Total Expenses | $196,490 | PYTotalExpensesAmt |
| CY Total Expenses | $193,821 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $266 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$109,245 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,832,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,465,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $47,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,407 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,784,796 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,453,336 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JUNIOR ACHIEVEMENT OF TRI-CITIES TN/VA, INC. IS A TAX EXEMPT FRANCHISE OF "JUNIOR ACHIEVEMENT USA", A NATIONAL TAX-EXEMPT ORGANIZATION, WHOSE FUNCTION IS TO EDUCATE AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS AND BE WORKFORCE READY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $175,225 | ExpenseAmt |
| Desc | CONDUCTED CLASSES IN VARIOUS PRIMARY AND SECONDARY SCHOOLS OVER A SIX COUNTY AREA REACHING OVER SIX THOUSAND STUDENTS TO PROVIDE BASIC ECONOMIC EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONDUCTED CLASSES IN VARIOUS PRIMARY AND SECONDARY SCHOOLS OVER A SIX COUNTY AREA REACHING OVER SIX THOUSAND STUDENTS TO PROVIDE BASIC ECONOMIC EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $175,225 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY SALLEY | PersonNm |
| Phone | 4233928841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROAD STREET SUITE 1 | AddressLine1Txt |
| Address Line2 | 330 BROAD STREET SUITE 1 | AddressLine2Txt |
| City | KINGSPORT | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37660 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| CATHY SALLEY | ||||||
| PRESIDENT | 72.00 | Yes (X) | $66,450 | $0 | $0 | |
| CHIABA BLOOMER | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| DAVID CROCKETT | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH HARVEY | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| STEVEN HURET | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| WALTER JOHNSON | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| DON KIEFFER | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| SUSAN KIERNAN | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| RANDY PHILLIPS | ||||||
| SEC/TREAS | 2.15 | $0 | $0 | $0 | Yes (X) | |
| JEFF RICHARDSON | ||||||
| DIRECTOR | $0 | $0 | $0 | Yes (X) | ||
| KAREN ROWELL | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| COREY SHIPLEY | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| CHAD WALLACE | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| KATHY YOUNG | ||||||
| DIRECTOR | 2.15 | $0 | $0 | $0 | Yes (X) | |
| KENT BEWLEY | ||||||
| CHAIR | 2.15 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,450 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $26,031 | GovernmentGrantsAmt |
| All Other Contributions | $21,075 | AllOtherContributionsAmt |
| Total Contributions | $47,106 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,470 | TotalRevenueColumnAmt |
| Exclusion | $37,470 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,576 | TotalRevenueColumnAmt |
| Exclusion | $37,470 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,642 | TotalAmt |
| Program Services | $61,778 | ProgramServicesAmt |
| Management And General | $4,119 | ManagementAndGeneralAmt |
| Fundraising | $2,745 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,881 | TotalAmt |
| Program Services | $31,393 | ProgramServicesAmt |
| Management And General | $2,093 | ManagementAndGeneralAmt |
| Fundraising | $1,395 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,443 | TotalAmt |
| Program Services | $15,698 | ProgramServicesAmt |
| Management And General | $1,047 | ManagementAndGeneralAmt |
| Fundraising | $698 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,222 | TotalAmt |
| Program Services | $5,600 | ProgramServicesAmt |
| Management And General | $373 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,034 | TotalAmt |
| Program Services | $15,331 | ProgramServicesAmt |
| Management And General | $1,022 | ManagementAndGeneralAmt |
| Fundraising | $681 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125 | TotalAmt |
| Fundraising | $125 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,032 | TotalAmt |
| Program Services | $3,629 | ProgramServicesAmt |
| Management And General | $242 | ManagementAndGeneralAmt |
| Fundraising | $161 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,240 | TotalAmt |
| Program Services | $20,016 | ProgramServicesAmt |
| Management And General | $1,334 | ManagementAndGeneralAmt |
| Fundraising | $890 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766 | TotalAmt |
| Program Services | $689 | ProgramServicesAmt |
| Management And General | $46 | ManagementAndGeneralAmt |
| Fundraising | $31 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,051 | TotalAmt |
| Program Services | $6,346 | ProgramServicesAmt |
| Management And General | $423 | ManagementAndGeneralAmt |
| Fundraising | $282 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676 | TotalAmt |
| Program Services | $676 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,655 | TotalAmt |
| Program Services | $2,390 | ProgramServicesAmt |
| Management And General | $159 | ManagementAndGeneralAmt |
| Fundraising | $106 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $10,107 | $10,107 | ||
| REPAIRS & MAINTENANCE | $960 | $864 | $96 | |
| DUES AND SUBSCRIPTIONS | $779 | $701 | $47 | $31 |
| BAD DEBT | $200 | $200 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8 | TotalAmt |
| Program Services | $7 | ProgramServicesAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,821 | TotalAmt |
| Program Services | $175,225 | ProgramServicesAmt |
| Management And General | $11,202 | ManagementAndGeneralAmt |
| Fundraising | $7,394 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,231 | BOYAmt |
| EOY | $17,914 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,290 | BOYAmt |
| EOY | $6,540 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,972 | BOYAmt |
| EOY | $40 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $1,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,913 | BOYAmt |
| EOY | $1,237 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,165 | BOYAmt |
| EOY | $1,439,012 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,440 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,011 | BOYAmt |
| EOY | $1,465,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,744 | BOYAmt |
| EOY | $12,407 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,031 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,440 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,215 | BOYAmt |
| EOY | $12,407 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,485 | BOYAmt |
| EOY | $405,525 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,311 | BOYAmt |
| EOY | $1,047,811 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,784,796 | BOYAmt |
| EOY | $1,453,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,011 | BOYAmt |
| EOY | $1,465,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$109,245 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$222,215 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,106 | CurrentTaxYearAmt |
| Total | $545,641 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,106 | CurrentTaxYearAmt |
| Total | $545,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $545,641 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,335 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,470 | CurrentTaxYearAmt |
| Total | $317,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $862,793 | TotalSupportAmt |
| Public Support CY170 | 0.63240 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,691,165 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$184,753 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,645 | OtherExpendituresAmt |
| Administrative Expenses | $6,755 | AdministrativeExpensesAmt |
| End Year Balance | $1,439,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,376,257 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $378,008 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,440 | OtherExpendituresAmt |
| Administrative Expenses | $6,660 | AdministrativeExpensesAmt |
| End Year Balance | $1,691,165 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,377,449 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,908 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,717 | OtherExpendituresAmt |
| Administrative Expenses | $6,383 | AdministrativeExpensesAmt |
| End Year Balance | $1,376,257 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,395,388 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $50,190 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,978 | OtherExpendituresAmt |
| Administrative Expenses | $6,151 | AdministrativeExpensesAmt |
| End Year Balance | $1,377,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,365,826 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $97,536 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,702 | OtherExpendituresAmt |
| Administrative Expenses | $6,272 | AdministrativeExpensesAmt |
| End Year Balance | $1,415,388 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,553 | DepreciationAmt |
| Book Value | $1,237 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,237 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | -$144,394 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$222,215 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$222,215 | RevenueNotReportedAmt |
| Revenue Subtotal | $77,821 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,755 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $6,755 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $84,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $187,066 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $187,066 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,755 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,755 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $193,821 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | PROVIDE INVESTMENT INCOME TO BE DISTRIBUTED TO ORGANIZATION TO PAY FOR OPERATING EXPENSES | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | JUNIOR ACHIEVEMENT OF TRI-CITIES TN/VA, INC. IS A TAX EXEMPT FRANCHISE OF "JUNIOR ACHIEVEMENT USA", A NATIONAL TAX-EXEMPT ORGANIZATION, WHOSE FUNCTION IS TO EDUCATE AND INSPIRE YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS AND BE WORKFORCE READY. |
| FORM 990, PAGE 2, PART III, LINE 4D | CONDUCTED CLASSES IN VARIOUS PRIMARY AND SECONDARY SCHOOLS OVER A SIX COUNTY AREA REACHING OVER SIX THOUSAND STUDENTS TO PROVIDE BASIC ECONOMIC EDUCATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION SENDS A COPY OF THE FORM 990 TO ALL BOARD MEMBERS PRIOR TO A SCHEDULED MEETING. ALL BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO THE MEETING, AND AT THE MEETING DISCUSSION TAKES PLACE, A MOTION IS MADE AND A VOTE IS TAKEN TO APPROVE THE FORM 990 FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. UPON APPROVAL, THE FORM 990 IS SIGNED AND PROVISIONS ARE MADE TO SUBMIT THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE FIRST MEETING OF THE BOARD FOR A GIVEN YEAR, THE CONFLICT OF INTEREST POLICY IS PRESENTED AND DISCUSSED. ALL BOARD MEMBERS ARE THEN ASKED IF ANY CONFLICT EXISTS. ANY CONFLICTS ARE THEN RESOLVED. BOARD MEMBERS ARE THEN ASKED TO SIGN OFF ON THE POLICY. DURING THIS MEETING IT IS DISCUSSED WITH BOARD MEMBERS THAT THE BOARD BE INFORMED OF ANY CONFLICTS ARISING DURING THE ORGANIZATION'S FISCAL YEAR. ANY ARISING CONFLICTS ARE THEN RESOLVED. THE SIGNED POLICY IS KEPT ON FILE AT THE ORGANIZATION'S OFFICE AS PART OF THE MINUTES OF THE MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S BOARD CHAIRPERSON CONSULTS WITH ADMINISTRATION OF THE NATIONAL ORGANIZATION, REVIEWS COMPENSATION PACKAGES OF SIMILAR SIZE ORGANIZATIONS AND OBTAINS INPUT FROM BOARD MEMBERS TO DETERMINE THE COMPENSATION PACKAGE FOR THE PRESIDENT OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PRESIDENT CONSULTS WITH BOARD MEMBERS AND OBTAINS APPROVAL FROM THE BOARD OF COMPENSATION PACKAGES OFFERED TO OTHER EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE AT GUIDESTAR.ORG. |