JUNIOR ACHIEVEMENT OF UPSTATE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT OF UPSTATE (EIN 57-0547967)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201623209349303012
- Schema version
- 2015v2.1
- 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 | 2016-11-15T08:44:59-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 571021392 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8388 | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570547967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF UPSTATE SOUTH | BusinessNameLine1Txt |
| Business Name Line2 | CAROLINA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 8642444017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 HOWELL RD SUITE 103 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONNIE LANZL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8642444017 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M PRICE JR | PreparerPersonNm |
| PTIN | P00100665 | PTIN |
| Phone | 8032566021 | PhoneNum |
| Preparation | 2016-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CONNIE LANZL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 HOWELL RD | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $268,376 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAUPSTATESC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 333 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $148,855 | PYContributionsGrantsAmt |
| CY Contributions Grants | $150,280 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,173 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,515 | CYInvestmentIncomeAmt |
| PY Other Revenue | $102,574 | PYOtherRevenueAmt |
| CY Other Revenue | $86,549 | CYOtherRevenueAmt |
| PY Total Revenue | $259,602 | PYTotalRevenueAmt |
| CY Total Revenue | $241,344 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $205,434 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $198,669 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,076 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $120,792 | PYOtherExpensesAmt |
| CY Other Expenses | $121,851 | CYOtherExpensesAmt |
| PY Total Expenses | $326,226 | PYTotalExpensesAmt |
| CY Total Expenses | $320,520 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$66,624 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$79,176 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $220,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,069 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,908 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $191,837 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,161 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $140,752 | ExpenseAmt |
| Desc | ELEMENTARY SCHOOL: 222 CLASSES INVOLVING APPROXIMATELY 4,550 KINDERGARTEN THROUGH FIFTH GRADE STUDENTS WERE TAUGHT BY 193 VOLUNTEERS. THE PROGRAMS DELIVERED SIX SEQUENTIAL THEMES INCORPORATING 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. EACH PROGRAM IS COMPRISED ON FIVE 30-45 MINUTE SESSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $77,016 | ExpenseAmt |
| Desc | MIDDLE SCHOOL: 123 CLASSES INVOLVING APPROXIMATELY 2,537 SIXTH THROUGH EIGHTH GRADE STUDENTS WERE TAUGHT BY 133 VOLUNTEERS. MIDDLE SCHOOL JA PROGRAMS REINFORCE THE VALUE OF WORKFORCE READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. STUDENTS ARE INTRODUCED TO MANY ECONOMIC CONCEPTS AND USEFUL FACTS ABOUT THE WORKIGN WORLD. THE CLASSES HELP THESE STUDENTS 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. EACH PROGRAM IS COMPRISED OF SIX 45-60 MINUTE SESSIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,803 | ExpenseAmt |
| Desc | HIGH SCHOOL: 75 CLASSES INVOLVING APPROXIMATELY 1,584 NINTH THROUGH TWELFTH GRADE STUDENTS WERE TAUGHT BY 45 VOLUMTEERS. AS HIGH SCHOOL STUDENTS BEGIN TO POSTION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED QUESTIONS ABOUT WHAT LIES AHEAD. JUNIOR ACHIEVEMENT HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR ACADEMIC AND ECONOMIC CHOICES, AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. WITH A RANGE OF DIFFERENT PROGRAMS, JUNIOR ACHIEVEMENT TEACHES ABOUT CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY, AND WORK READINESS. THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. PROGRAMS ARE TYPICALLY COMPRISED OF FIVE TO SEVEN CLASS PERIODS (60 MINUTES). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $265,571 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 8 | 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 | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONNIE LANZL | PersonNm |
| Phone | 8642444017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 HOWELL RD SUITE 103 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| CONNIE LANZL | ||||||
| PRESIDENT | 50.00 | Yes (X) | $69,000 | $0 | $0 | |
| FRANK STAROSTO | ||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TAMMY HARRISON | ||||||
| IMMEDIATE PA | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PARKS WORKMAN | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBYN YARBOROUGH | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREA WILCOX | ||||||
| AUDIT CMTE C | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MATT DUNBAR | ||||||
| BOARD DEVELO | 0.50 | $0 | $0 | $0 | Yes (X) | |
| SHARON DAY | ||||||
| BRANDING & P | 0.50 | $0 | $0 | $0 | Yes (X) | |
| HENRY DUPRE | ||||||
| FUNDRAISING | 0.50 | $0 | $0 | $0 | Yes (X) | |
| STEVE BARBARTO | ||||||
| PROGRAMS CHA | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER CASH | ||||||
| SPARTANBURG | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TRACY KRAMER | ||||||
| SPECIAL EVEN | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JOHN ASHFORD | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| SARAH SLOAN BATSON | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MARTY BAUER | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| KAREN BURGESS | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GREG CANTRELL | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| PERRY FARR | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JOHN FARRALL | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| TAMI FINLEY | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JIM FISSETTE | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LISA HOWELL | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| ROBERT HUGHES | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| HANK HYATT | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LISA LANZ | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JASON LARSEN | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE MATHIS | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DONALD OATES | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MIKE PENNINGTON | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER SUTTON | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| WENDY WALDEN | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| DORIS WOFFORD | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $69,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $150,280 | AllOtherContributionsAmt |
| Total Contributions | $150,280 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15 | TotalRevenueColumnAmt |
| Exclusion | $15 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,400 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $108,181 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $21,632 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,549 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,344 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,500 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $15 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,000 | TotalAmt |
| Program Services | $55,200 | ProgramServicesAmt |
| Management And General | $10,350 | ManagementAndGeneralAmt |
| Fundraising | $3,450 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,984 | TotalAmt |
| Program Services | $91,103 | ProgramServicesAmt |
| Management And General | $9,940 | ManagementAndGeneralAmt |
| Fundraising | $7,941 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,685 | TotalAmt |
| Program Services | $17,003 | ProgramServicesAmt |
| Management And General | $2,358 | ManagementAndGeneralAmt |
| Fundraising | $1,324 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,243 | TotalAmt |
| Program Services | $7,122 | ProgramServicesAmt |
| Management And General | $7,121 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,670 | TotalAmt |
| Program Services | $2,335 | ProgramServicesAmt |
| Management And General | $2,335 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,445 | TotalAmt |
| Program Services | $2,928 | ProgramServicesAmt |
| Management And General | $517 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,695 | TotalAmt |
| Program Services | $11,258 | ProgramServicesAmt |
| Management And General | $1,561 | ManagementAndGeneralAmt |
| Fundraising | $876 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,818 | TotalAmt |
| Program Services | $3,436 | ProgramServicesAmt |
| Fundraising | $382 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,312 | TotalAmt |
| Program Services | $1,087 | ProgramServicesAmt |
| Management And General | $147 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611 | TotalAmt |
| Program Services | $1,324 | ProgramServicesAmt |
| Management And General | $184 | ManagementAndGeneralAmt |
| Fundraising | $103 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $31,202 | $31,202 | ||
| LICENSE FEES | $25,226 | $25,226 | ||
| TELEPHONE | $6,156 | $5,060 | $702 | $394 |
| COPIER EXPENSE | $5,444 | $4,475 | $621 | $348 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,029 | TotalAmt |
| Program Services | $6,812 | ProgramServicesAmt |
| Management And General | $37 | ManagementAndGeneralAmt |
| Fundraising | $4,180 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,520 | TotalAmt |
| Program Services | $265,571 | ProgramServicesAmt |
| Management And General | $35,873 | ManagementAndGeneralAmt |
| Fundraising | $19,076 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,232 | BOYAmt |
| EOY | $28,691 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,702 | BOYAmt |
| EOY | $35,103 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,174 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,734 | BOYAmt |
| EOY | $1,422 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,941 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,003 | BOYAmt |
| EOY | $90,853 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,778 | BOYAmt |
| EOY | $156,069 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,066 | BOYAmt |
| EOY | $22,347 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875 | BOYAmt |
| EOY | $13,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,941 | BOYAmt |
| EOY | $35,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,837 | BOYAmt |
| EOY | $100,161 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,837 | BOYAmt |
| EOY | $120,161 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,778 | BOYAmt |
| EOY | $156,069 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$79,176 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $7,500 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $271,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,280 | CurrentTaxYearAmt |
| Total | $942,099 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $271,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $156,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,280 | CurrentTaxYearAmt |
| Total | $942,099 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $358,446 | SubstantialContributorsTotAmt |
| Public Support Total170 | $583,653 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15 | CurrentTaxYearAmt |
| Total | $2,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $944,771 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $108,181 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81170 | PublicSupportPY170Pct |
| 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,596 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,174 | DepreciationAmt |
| Book Value | $1,422 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,422 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM COMMUNITY FOUNDATIONS | $89,753 |
| RENT DEPOSIT | $1,100 |
| OTHER ASSETS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $90,853 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $248,844 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $7,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $7,500 | RevenueNotReportedAmt |
| Revenue Subtotal | $241,344 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $241,344 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $320,520 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $320,520 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $320,520 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOWLING | Event1Nm |
| Gross Receipts Event1 | $44,883 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $44,883 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $300 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,440 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $80 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,183 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $28,721 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $28,721 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $151 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $5,950 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $96 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $500 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $34,577 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $34,577 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $4,670 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $169 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $938 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,709 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $446 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $108,181 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $108,181 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,670 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $620 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,328 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,885 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,129 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,632 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $86,549 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS. |
| FORM 990, PAGE 2, PART III, LINE 4C | SEVEN CLASS PERIODS (60 MINUTES). |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DRAFT 990 IS FIRST REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE. AFTER THIS, THE DRAFT 990 IS REVIEWED IN THE FOLLOWING ORDER: THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE AND FINALLY THE ENTIRE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE BEGINNING OF EACH YEAR EACH DIRECTOR IS REQUIRED TO DOCUMENT ANY POSSIBLE CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. THE DOCUMENTATION IS REVIEWED BY THE PRESIDENT AND BOARD CHAIRMAN IF FURTHER REVIEW IS DEEMED NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | JUNIOR ACHIEVEMENT USA PROVIDES COMPARABLE PRESIDENT'S COMPENSATION INFORMATION TO THE BOARD CHAIRMAN. THE BOARD CHAIRMAN THEN CONFERS WITH THE EXECUTIVE COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | JUNIOR ACHIEVEMENT USA PROVIDES COMPARABLE EMPLOYEE COMPENSATION TO THE PRESIDENT, WHO THEN SUGGESTS SALARIES FOR OTHER EMPLOYEES TO THE BOARD CHAIRMAN. AGREED UPON SALARIES ARE THEN INCORPORATED INTO THE BUDGET REVIEW PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR OTHER RELATED DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT THIS TIME. |