JUNIOR ACHIEVEMENT USA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT USA (EIN 84-1267604)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-18
- IRS object ID
- 201520499349300417
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-18T11:04:39-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809039848 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841267604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Junior Achievement USA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIMOTHY ARMIJO | InCareOfNm |
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 7195408000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Education Way | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy Armijo | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7195408000 | PhoneNum |
| Signature | 2015-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rita F Worster CPA | PreparerPersonNm |
| PTIN | P00290681 | PTIN |
| Phone | 7195408000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jack Kosakowski Pres CEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDUCATION WAY | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,138,770 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 1116 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.JA.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | JA empowers young people to own their economic success through volunteer-delivered programs which give them knowledge/skills in finan literacy, work readiness & entrepreneurship. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 88 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $20,020,733 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,619,828 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,930,109 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,039,212 | CYProgramServiceRevenueAmt |
| PY Investment Income | $397,560 | PYInvestmentIncomeAmt |
| CY Investment Income | $501,706 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,544,605 | PYOtherRevenueAmt |
| CY Other Revenue | $9,328,015 | CYOtherRevenueAmt |
| PY Total Revenue | $33,893,007 | PYTotalRevenueAmt |
| CY Total Revenue | $24,488,761 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,010,885 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,338,187 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,325,721 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,437,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,453,777 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,661,844 | PYOtherExpensesAmt |
| CY Other Expenses | $11,538,817 | CYOtherExpensesAmt |
| PY Total Expenses | $26,998,450 | PYTotalExpensesAmt |
| CY Total Expenses | $24,314,089 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,894,557 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $174,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,674,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,625,342 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,879,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,151,043 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,795,151 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,474,299 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To Inspire and prepare young people to succeed in a global economy. See additional mission information on Schedule O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,980,753 | ExpenseAmt |
| Grant | $3,338,187 | GrantAmt |
| Revenue | $14,352,178 | RevenueAmt |
| Desc | The organization assisted its US areas in setting up and/or maintaining their own organization to administer Junior Achievement programs. JA's members reached approximately 4.6 million elementary through post-secondary students for the year ended 6/30/2014. | Desc |
| Total Program Service Expenses | $17,980,753 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 88 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY ARMIJO | PersonNm |
| Phone | 7195406235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDUCATION WAY | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Other CompensationOtherCompensationAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ainar D Aijala Jr | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Evelyn Angelle | ||||||||
| Treasurer | 2.0 | Yes (X) | Yes (X) | |||||
| Liz Arky | ||||||||
| Director through 12/2013 | 2.0 | Yes (X) | ||||||
| Alan S Armstrong | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Sandra Beach Lin | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Mark Brenner | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Catherine S Brune | ||||||||
| Vice-Chair | 2.0 | Yes (X) | Yes (X) | |||||
| Rodney D Bullard | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Agustin Carcoba | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| James M Carroll | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Michael Deniszczuk | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Lynne Ford | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Jeff Hansberry | ||||||||
| Director through 11/2013 | 2.0 | Yes (X) | ||||||
| Perry Hewitt | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Kyle H Hybl | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Clyde D Keaton | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Deborah J Kissire | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Loren C Klug | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Larry Leva | ||||||||
| Chair | 2.0 | Yes (X) | Yes (X) | |||||
| Robert Lloyd | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Kevin McKay | ||||||||
| Director through 09/2013 | 2.0 | Yes (X) | ||||||
| Paul E McKnight | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Gregory McStravick | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Julie A Monaco | ||||||||
| Secretary | 2.0 | Yes (X) | Yes (X) | |||||
| David Palenchar | ||||||||
| Secretary through 12/2013 | 2.0 | Yes (X) | Yes (X) | |||||
| Jonas Prising | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Ed Rapp | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Robert Reeg | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| James Runnels | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Lisa Sodeika | ||||||||
| Director through 01/2014 | 2.0 | Yes (X) | ||||||
| Albert E Suter | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Thomas D Weldon | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Richard A Woods | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Sean C Rush | ||||||||
| Director | 2.0 | Yes (X) | ||||||
| Jack E Kosakowski | ||||||||
| President & CEO | 40.0 | Yes (X) | Yes (X) | $432,275 | $50,016 | |||
| Timothy Armijo | ||||||||
| CFO | 40.0 | Yes (X) | $182,361 | $55,777 | $0 | |||
| Cecil Thibodeaux | ||||||||
| EVP | 40.0 | Yes (X) | $292,381 | $65,209 | ||||
| Gary Blanchette | ||||||||
| SVP - Development | 40.0 | Yes (X) | $244,656 | $112,809 | ||||
| Lisa Gillis | ||||||||
| Chief Academic Officer | 40.0 | Yes (X) | $250,186 | $22,852 | ||||
| Susan Luu | ||||||||
| SVP - Business Improvement | 40.0 | Yes (X) | $208,774 | $25,137 | ||||
| Leslie Pierce | ||||||||
| SVP Talent & Organization Dev. | 40.0 | $155,934 | $28,509 | Yes (X) | ||||
| Ed Grocholski | ||||||||
| SVP - Brand | 40.0 | $229,236 | $26,405 | Yes (X) | ||||
| Howard Bartner | ||||||||
| SVP - Operations | 40.0 | $174,591 | $67,292 | Yes (X) | ||||
| Steve Schmidt | ||||||||
| SVP - Operations | 40.0 | $181,027 | $34,594 | Yes (X) | ||||
| Christine Kunz | ||||||||
| VP - Operations | 40.0 | $132,583 | $26,923 | Yes (X) | ||||
| Jacqueline Dant | ||||||||
| VP - Operations | 40.0 | $120,135 | $26,501 | Yes (X) | ||||
| Kris Ponciroli | ||||||||
| VP Donor Relations & Dev Svcs | 40.0 | $113,745 | $26,079 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,717,884 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $568,103 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOORE WALLACE INCRR DONNELY | |||||
| PO BOX 730216 | DALLAS | TX | 75373 | STORAGE/ASSEMBLY | $1,353,434 |
| SPARK AGENCY INC | |||||
| PO BOX 790379 | ST LOUIS | MO | 63179 | TRANSPORT/STORAGE | $637,486 |
| SNI COMPANIES | |||||
| PO BOX 814238 | HOLLYWOOD | FL | 33081 | TEMP STAFFING | $529,324 |
| NOGGIN LABS | |||||
| 4619 N RAVENSWOOD STE 303 | CHICAGO | IL | 60640 | HOSTING/DEVELOPMENT | $372,350 |
| PORTER NOVELLI | |||||
| 1838 SOULTIONS CENTER | CHICAGO | IL | 60677 | MARKETING | $287,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $17,981 | FederatedCampaignsAmt |
| All Other Contributions | $9,601,847 | AllOtherContributionsAmt |
| Noncash Contributions | $460,907 | NoncashContributionsAmt |
| Total Contributions | $9,619,828 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AREA LICENSE FEES | 611710 | $4,639,212 | $4,639,212 |
| SUPPORT FEES | 611710 | $400,000 | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,039,212 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,234 | TotalRevenueColumnAmt |
| Exclusion | $245,234 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,049 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,049 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,049 | TotalRevenueColumnAmt |
| Exclusion | $15,049 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,598,037 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,341,565 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $256,472 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,472 | TotalRevenueColumnAmt |
| Exclusion | $256,472 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $14,259,030 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,308,444 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,950,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,950,586 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $362,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $362,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $362,380 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,488,761 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,352,178 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $516,755 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,278,482 | TotalAmt |
| Program Services | $3,278,482 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,705 | TotalAmt |
| Program Services | $59,705 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,875,435 | TotalAmt |
| Program Services | $2,127,822 | ProgramServicesAmt |
| Management And General | $632,596 | ManagementAndGeneralAmt |
| Fundraising | $115,017 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,740,015 | TotalAmt |
| Program Services | $3,206,695 | ProgramServicesAmt |
| Management And General | $864,942 | ManagementAndGeneralAmt |
| Fundraising | $668,378 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,873 | TotalAmt |
| Program Services | $403,737 | ProgramServicesAmt |
| Management And General | $124,424 | ManagementAndGeneralAmt |
| Fundraising | $99,712 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,175 | TotalAmt |
| Program Services | $495,765 | ProgramServicesAmt |
| Management And General | $161,797 | ManagementAndGeneralAmt |
| Fundraising | $90,613 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,587 | TotalAmt |
| Program Services | $301,797 | ProgramServicesAmt |
| Management And General | $98,613 | ManagementAndGeneralAmt |
| Fundraising | $45,177 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,859 | TotalAmt |
| Program Services | $84,886 | ProgramServicesAmt |
| Management And General | $61,990 | ManagementAndGeneralAmt |
| Fundraising | $23,983 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,600 | TotalAmt |
| Program Services | $18,150 | ProgramServicesAmt |
| Management And General | $54,450 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,949 | TotalAmt |
| Program Services | $104,617 | ProgramServicesAmt |
| Management And General | $24,142 | ManagementAndGeneralAmt |
| Fundraising | $32,190 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,935 | TotalAmt |
| Management And General | $51,935 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,499 | TotalAmt |
| Program Services | $568,322 | ProgramServicesAmt |
| Management And General | $223,390 | ManagementAndGeneralAmt |
| Fundraising | $125,787 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,411 | TotalAmt |
| Program Services | $110,844 | ProgramServicesAmt |
| Management And General | $5,567 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,051 | TotalAmt |
| Program Services | $192,288 | ProgramServicesAmt |
| Management And General | $309,457 | ManagementAndGeneralAmt |
| Fundraising | $27,306 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126,660 | TotalAmt |
| Program Services | $614,823 | ProgramServicesAmt |
| Management And General | $452,337 | ManagementAndGeneralAmt |
| Fundraising | $59,500 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,183 | TotalAmt |
| Program Services | $131,437 | ProgramServicesAmt |
| Management And General | $162,202 | ManagementAndGeneralAmt |
| Fundraising | $25,544 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,472 | TotalAmt |
| Program Services | $397,836 | ProgramServicesAmt |
| Management And General | $76,099 | ManagementAndGeneralAmt |
| Fundraising | $79,537 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,933 | TotalAmt |
| Program Services | $28,318 | ProgramServicesAmt |
| Management And General | $71,615 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,214 | TotalAmt |
| Program Services | $1,303 | ProgramServicesAmt |
| Management And General | $3,911 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,839 | TotalAmt |
| Program Services | $292,960 | ProgramServicesAmt |
| Management And General | $878,879 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,451 | TotalAmt |
| Program Services | $1,398,591 | ProgramServicesAmt |
| Management And General | $272,640 | ManagementAndGeneralAmt |
| Fundraising | $20,220 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,106 | TotalAmt |
| Program Services | $2,104 | ProgramServicesAmt |
| Management And General | $2 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| JA PROGRAM EXPENSES | $3,225,522 | $3,090,775 | $134,734 | $13 |
| IN-KIND SOFTWARE | $395,000 | $335,750 | $59,250 | |
| TRAININGS | $172,812 | $135,475 | $31,598 | $5,739 |
| EVALUATIONS | $300,940 | $285,893 | $15,047 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,381 | TotalAmt |
| Program Services | $312,378 | ProgramServicesAmt |
| Management And General | $107,942 | ManagementAndGeneralAmt |
| Fundraising | $35,061 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,314,089 | TotalAmt |
| Program Services | $17,980,753 | ProgramServicesAmt |
| Management And General | $4,879,559 | ManagementAndGeneralAmt |
| Fundraising | $1,453,777 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,864,236 | BOYAmt |
| EOY | $6,205,834 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,075 | BOYAmt |
| EOY | $690,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,527 | BOYAmt |
| EOY | $2,153,351 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,698,826 | BOYAmt |
| EOY | $780,787 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,326,072 | BOYAmt |
| EOY | $2,807,279 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,954 | BOYAmt |
| EOY | $333,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,516,937 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,158,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,739 | BOYAmt |
| EOY | $4,358,597 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,509,028 | BOYAmt |
| EOY | $7,295,552 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,674,457 | BOYAmt |
| EOY | $24,625,342 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,409,761 | BOYAmt |
| EOY | $3,919,577 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,720 | BOYAmt |
| EOY | $151,674 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,826 | BOYAmt |
| EOY | $773,511 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,999 | BOYAmt |
| EOY | $306,281 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,879,306 | BOYAmt |
| EOY | $5,151,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,058,089 | BOYAmt |
| EOY | $11,617,405 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,737,062 | BOYAmt |
| EOY | $7,856,894 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,795,151 | BOYAmt |
| EOY | $19,474,299 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,674,457 | BOYAmt |
| EOY | $24,625,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $174,672 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $365,063 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$860,587 | OtherChangesInNetAssetsAmt |
| 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 | $22,132,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,021,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,116,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,020,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,619,828 | CurrentTaxYearAmt |
| Total | $84,911,833 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,132,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,021,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,116,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,020,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,619,828 | CurrentTaxYearAmt |
| Total | $84,911,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,308,582 | SubstantialContributorsTotAmt |
| Public Support Total170 | $51,603,251 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,283 | CurrentTaxYearAmt |
| Total | $1,157,087 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $86,068,920 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $91,322,090 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59956 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61987 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $160,949 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $160,949 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,153,140 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,314,089 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $164,990 | CurrentYearMinus3Amt |
| Current Year Minus2 | $178,529 | CurrentYearMinus2Amt |
| Current Year Minus1 | $164,428 | CurrentYearMinus1Amt |
| Current Year | $160,949 | CurrentYearAmt |
| Total | $668,896 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,997,398 | BeginningYearBalanceAmt |
| Contributions | $5,055,770 | ContributionsAmt |
| Investment Earnings Or Losses | $241,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,104,029 | OtherExpendituresAmt |
| End Year Balance | $9,190,623 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,193,291 | BeginningYearBalanceAmt |
| Contributions | $13,039,610 | ContributionsAmt |
| Investment Earnings Or Losses | $114,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,349,678 | OtherExpendituresAmt |
| End Year Balance | $10,997,398 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,197,659 | BeginningYearBalanceAmt |
| Contributions | $3,735,638 | ContributionsAmt |
| Investment Earnings Or Losses | $48,303 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,788,309 | OtherExpendituresAmt |
| End Year Balance | $6,193,291 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,556,715 | BeginningYearBalanceAmt |
| Contributions | $7,417,119 | ContributionsAmt |
| Investment Earnings Or Losses | $187,683 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,963,858 | OtherExpendituresAmt |
| End Year Balance | $10,197,659 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,393,115 | BeginningYearBalanceAmt |
| Contributions | $6,832,776 | ContributionsAmt |
| Investment Earnings Or Losses | $115,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,784,831 | OtherExpendituresAmt |
| End Year Balance | $10,556,715 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.85490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,260,730 | OtherCostOrOtherBasisAmt |
| Book Value | $1,260,730 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,120,471 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,566,312 | DepreciationAmt |
| Book Value | $554,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,023,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $668,808 | DepreciationAmt |
| Book Value | $354,522 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,112,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,923,220 | DepreciationAmt |
| Book Value | $2,189,186 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,358,597 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $26,814,658 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $365,063 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $42,512 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,308,444 | OtherRevenueAmt |
| Revenue Not Reported | $5,716,019 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,098,639 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,390,122 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,390,122 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,488,761 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,274,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $42,512 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $5,308,444 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,350,956 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,923,967 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,390,122 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,390,122 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,314,089 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Trust, Escrow, and Custodial Arrangements | Part IV, Line 2b The Organization assists its areas in setting up their own organizations to administer Junior Achievement programs. The Organization holds funds on behalf of certain members for their U.S. expenses. These are included in cash and investments on the statements of financial position and total $491,430 and $536,081, respectively as of June 30, 2014. |
| Intended Use of the Organization's Endowment Funds | Part V, Line 4 Temporarily restricted funding and grants have been donor restricted for specific purposes or specified time frames. Restrictions are for the development of various types of curriculum: after school, online programs, ethics curriculum, and personal financial literacy programs. Grants provide leadership, marketing and awareness, and scholarship awards. |
| Uncertain Tax Positions | Part X, Line 2 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. |
| Other Revenue on Books, Not on Return | Part XI, line 2d Cost of Goods Sold Reclassed From Expense and Netted Against Revenue 5,308,444 |
| Other Revenue on Return, Not on Books | Part XI, Line 4b Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 3,338,187* Investment management fees not included for financial statement purposes, but recognized for tax purposes 51,935 total 3,390,122 |
| Other Expenses on Books, Not on Return | Part XII, line 2d Cost of Goods Sold Reclassed From Expense and Netted Against Revenue 5,308,444 |
| Other Expenses on Return, Not on Books | Part XII, Line 4b Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 3,338,187* Investment management fees not included for financial statement purposes, but recognized for tax purposes 51,935 total 3,390,122 * The organization assumes acknowledgment responsibility for these grants. This is the most efficient approach with numerous local areas and member nations benefitting from an individual grant. Therefore, the organization includes the grant revenue and grant expense on form 990. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | $5,200 |
| North America | Grantmaking | $19,100 |
| Sub-Saharan Africa | Grantmaking | $10,800 |
| Middle East and North Africa | Grantmaking | $24,605 |
| North America | Fundraising | |
| Europe (Including Iceland and Greenland) | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $59,705 | SubtotalSpentAmt |
| Total Spent | $59,705 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | To support the Organization | $5,200 | wire trnsfr |
| North America | To support the Organization | $15,500 | wire trnsfr |
| Sub-Saharan Africa | To support the Organization | $7,200 | wire trnsfr |
| Middle East and North Africa | To support the Organization | $24,605 | wire trnsfr |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Organization's procedures for monitoring the use of grant funds | FormAndLineReferenceDesc |
| Explanation | Sch F, Part I, Question 2 Grants are to JA or member nations only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (68 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JA of North Central Ohio Inc | |||||||
| 1563 Firestone Parkway | Akron | OH | 44301 | 340940986 | 501(c)(3) | $25,840 | To support the Organization |
| Junior Achievement of Arizona Inc | |||||||
| 636 W Southern Avenue | Tempe | AZ | 85282 | 860184349 | 501(c)(3) | $60,818 | To support the Organization |
| Junior Achievement of Arkansas Inc | |||||||
| 1501 N University Avenue | Little Rock | AR | 72207 | 710658775 | 501(c)(3) | $19,825 | To support the Organization |
| Junior Achievement of Central Texas Inc | |||||||
| PO Box 684571 | Austin | TX | 78768 | 741688335 | 501(c)(3) | $6,188 | To support the Organization |
| Junior Achievement of Central Maryland Inc | |||||||
| 10711 Red Run Blvd - Suite 110 | Owings Mills | MD | 21117 | 520688275 | 501(c)(3) | $49,330 | To support the Organization |
| JA of Greater Baton Rouge & Acadiana | |||||||
| 7809 Jefferson Highway Suite D4 | Baton Rouge | LA | 70809 | 720485727 | 501(c)(3) | $10,135 | To support the Organization |
| JA of Greater Birmingham Inc | |||||||
| 216 Aquarius Drive | Birmingham | AL | 35209 | 630340866 | 501(c)(3) | $25,865 | To support the Organization |
| JA of Northern New England Inc | |||||||
| 400 Fifth Avenue Suite 300 | Waltham | MA | 02451 | 042127020 | 501(c)(3) | $360,892 | To support the Organization |
| JA of Western New York Inc | |||||||
| 275 Oak Street Suite 222 | Buffalo | NY | 14203 | 160821488 | 501(c)(3) | $17,594 | To support the Organization |
| JA of Central Carolinas Inc | |||||||
| 201 S Tryon St Suite LL100 | Charlotte | NC | 28202 | 560672085 | 501(c)(3) | $29,950 | To support the Organization |
| Junior Achievement of Chattanooga Inc | |||||||
| 5721 Marlin Suite 3400 | Chattanooga | TN | 37411 | 620636297 | 501(c)(3) | $5,460 | To support the Organization |
| Junior Achievement of Chicago | |||||||
| 651 W Washington Blvd 404 | Chicago | IL | 60661 | 362170141 | 501(c)(3) | $254,286 | To support the Organization |
| Junior Achievement of OKI Partners Inc | |||||||
| 644 Linn Street Suite 1024 | Cincinnati | OH | 45203 | 320014307 | 501(c)(3) | $19,900 | To support the Organization |
| JA of Greater Cleveland Inc | |||||||
| 1422 Euclid Avenue | Cleveland | OH | 44115 | 340733164 | 501(c)(3) | $37,058 | To support the Organization |
| Junior Achievement of Southern Colorado | |||||||
| 419 West Bijou | Colorado Springs | CO | 80905 | 846009223 | 501(c)(3) | $17,051 | To support the Organization |
| JA of Central South Carolina Inc | |||||||
| 301 Greystone Boulevard | Columbia | SC | 29210 | 570511131 | 501(c)(3) | $18,255 | To support the Organization |
| Junior Achievement of Dallas Inc | |||||||
| 1201 Executive Drive West | Richardson | TX | 75081 | 750881589 | 501(c)(3) | $106,261 | To support the Organization |
| Junior Achievement of Delaware Inc | |||||||
| 522 S Walnut Street | Wilmington | DE | 19801 | 510078199 | 501(c)(3) | $7,169 | To support the Organization |
| Junior Achievement - Rocky Mountain Inc | |||||||
| 1445 Market Suite 200 | Denver | CO | 80202 | 840430495 | 501(c)(3) | $59,699 | To support the Organization |
| Junior Achievement of Central Iowa Inc | |||||||
| 6100 Grand Avenue | Des Moines | IA | 50312 | 420759070 | 501(c)(3) | $10,000 | To support the Organization |
| JA of Southeastern Michigan Inc | |||||||
| 577 E Larned Suite 200 | Detroit | MI | 48226 | 381348535 | 501(c)(3) | $62,807 | To support the Organization |
| JA of The Desert Southwest Inc | |||||||
| 150 S Alto Mesa Ste D | El Paso | TX | 79912 | 741565161 | 501(c)(3) | $11,115 | To support the Organization |
| JA of Southwestern Indiana Inc | |||||||
| 431 E Diamond Avenue | Evansville | IN | 47711 | 356048156 | 501(c)(3) | $6,188 | To support the Organization |
| JA of The Chisholm Trail Inc | |||||||
| 6300 Ridglea Place Suite 400 | Fort Worth | TX | 761165706 | 750944915 | 501(c)(3) | $36,095 | To support the Organization |
| Junior Achievement of Georgia Inc | |||||||
| 460 Abernathy Road NE | Atlanta | GA | 30328 | 580598050 | 501(c)(3) | $157,038 | To support the Organization |
| JA of The Michigan Great Lakes Inc | |||||||
| 2650 E Beltline SE Suite B | Grnd Rpds | MI | 49546 | 381557861 | 501(c)(3) | $5,516 | To support the Organization |
| JA of Central N Carolina Inc | |||||||
| 3220 Northline Avenue | Greensboro | NC | 27408 | 560844838 | 501(c)(3) | $25,048 | To support the Organization |
| JA of Southwest New England Inc | |||||||
| 11 Asylum Street Suite 601 | Hartford | CT | 06103 | 060665972 | 501(c)(3) | $28,385 | To support the Organization |
| JA of Southeast Texas Inc | |||||||
| 2115 East Governors Circle | Houston | TX | 77092 | 741153957 | 501(c)(3) | $100,465 | To support the Organization |
| Junior Achievement of North Florida Inc | |||||||
| 4049 Woodcock Dr 200 | Jacksonville | FL | 32207 | 591021800 | 501(c)(3) | $21,826 | To support the Organization |
| Junior Achievement of Middle America Inc | |||||||
| 4049 Pennsylvania Avenue Ste 150 | Kansas Cty | MO | 64111 | 440604809 | 501(c)(3) | $52,671 | To support the Organization |
| Junior Achievement of East Tennessee Inc | |||||||
| 2135 North Charles G Seivers Blvd | Clinton | TN | 37716 | 620810145 | 501(c)(3) | $14,332 | To support the Organization |
| Junior Achievement of Southern Nevada Inc | |||||||
| 7220 S Cimarron Road | Las Vegas | NV | 89113 | 880354481 | 501(c)(3) | $43,438 | To support the Organization |
| Junior Achievement of The Bluegrass Inc | |||||||
| 1092 Duval St Ste240 | Lexington | KY | 40515 | 610606480 | 501(c)(3) | $6,300 | To support the Organization |
| JA of Southern California Inc | |||||||
| 6250 Forest Lawn Drive | Los Angeles | CA | 90068 | 951799192 | 501(c)(3) | $133,773 | To support the Organization |
| Junior Achievement of Kentuckiana Inc | |||||||
| 1401 W Muhammed Ali Blvd | Louisville | KY | 40203 | 610476694 | 501(c)(3) | $28,390 | To support the Organization |
| JA of Memphis and the Mid-South Inc | |||||||
| 307 Madison Avenue | Memphis | TN | 38103 | 620549549 | 501(c)(3) | $17,715 | To support the Organization |
| Junior Achievement of Greater Miami Inc | |||||||
| 13490 NW 7 Avenue | North Miami | FL | 33168 | 590807486 | 501(c)(3) | $79,136 | To support the Organization |
| JA of Middle Tennessee Inc | |||||||
| 120 Powell Place | Nashville | TN | 37204 | 620582571 | 501(c)(3) | $7,776 | To support the Organization |
| JA of Southern Massachusetts Inc | |||||||
| 227 Union Street | New Bedford | MA | 02740 | 043193575 | 501(c)(3) | $6,750 | To support the Organization |
| Junior Achievement of New Jersey Inc | |||||||
| 4365 Route 1 South | Princeton | NJ | 08540 | 221774147 | 501(c)(3) | $73,029 | To support the Organization |
| JA of Greater New Orleans Inc | |||||||
| 5100 Orleans Avenue | New Orleans | LA | 70124 | 720469314 | 501(c)(3) | $32,000 | To support the Organization |
| Junior Achievement of New York Inc | |||||||
| 420 Lexington Ave Ste 205 | New York | NY | 10170 | 133031828 | 501(c)(3) | $265,171 | To support the Organization |
| JA of Northern California Inc | |||||||
| 3003 Oak Rd Suite 109 | Walnut Creek | CA | 94597 | 941322179 | 501(c)(3) | $113,455 | To support the Organization |
| Junior Achievement of Oklahoma Inc | |||||||
| 3947 South 103rd East Avenue | Tulsa | OK | 74146 | 730757053 | 501(c)(3) | $35,967 | To support the Organization |
| Junior Achievement of Central Florida Inc | |||||||
| 2121 Camden Road | Orlando | FL | 32803 | 590972112 | 501(c)(3) | $29,439 | To support the Organization |
| Junior Achievement of Central Illinois Inc | |||||||
| 4450 N Prospect Road Suite C6 | Peoria Heights | IL | 61616 | 370657600 | 501(c)(3) | $6,160 | To support the Organization |
| Junior Achievement of Delaware Valley Inc | |||||||
| 993 Old Eagle School Road | Wayne | PA | 19087 | 231386172 | 501(c)(3) | $53,163 | To support the Organization |
| JA of Western Pennsylvania Inc | |||||||
| One Allegheny Square Suite 430 | Pittsburgh | PA | 15212 | 250983059 | 501(c)(3) | $5,868 | To support the Organization |
| JA of Oregon and SW Washington Inc | |||||||
| 7830 SE Foster Road | Portland | OR | 04101 | 930384007 | 501(c)(3) | $16,300 | To support the Organization |
| JA of Rochester New York Inc | |||||||
| 259 Monroe Avenue Suite 108 | Rochester | NY | 14607 | 160956147 | 501(c)(3) | $5,573 | To support the Organization |
| Junior Achievement of Sacramento Inc | |||||||
| 3800 Watt Avenue Suite 165 | Sacramento | CA | 95821 | 946080866 | 501(c)(3) | $36,272 | To support the Organization |
| Junior Achievement of South Texas Inc | |||||||
| 403 E Ramsey Suite 201 | San Antonio | TX | 78216 | 742061852 | 501(c)(3) | $22,419 | To support the Organization |
| JA of San Diego & Imperial Co Inc | |||||||
| 4756 Mission Gorge Place | San Diego | CA | 92120 | 951727087 | 501(c)(3) | $37,954 | To support the Organization |
| Junior Achievement of Washington | |||||||
| 1700 Westlake Avenue N | Seattle | WA | 98109 | 910604913 | 501(c)(3) | $26,318 | To support the Organization |
| Junior Achievement of North Louisiana Inc | |||||||
| 3825 Gilbert Drive | Shreveport | LA | 711045000 | 720595081 | 501(c)(3) | $8,092 | To support the Organization |
| JA of Western MassachusettsInc | |||||||
| 1500 Main St Suite 217 | Springfield | MA | 01115 | 042088304 | 501(c)(3) | $11,725 | To support the Organization |
| Junior Achievement of Greater St Louis Inc | |||||||
| 17339 North Outer Forty Road | Chesterfield | MO | 63005 | 430652112 | 501(c)(3) | $44,474 | To support the Organization |
| JA of Southwest Connecticut Inc | |||||||
| 200 Connecticut Avenue | Norwalk | CT | 06854 | 060932913 | 501(c)(3) | $25,791 | To support the Organization |
| JA of Tampa Bay Inc | |||||||
| 13805 58th Street N Suite 2-140 | Clearwater | FL | 33760 | 591098499 | 501(c)(3) | $88,335 | To support the Organization |
| JA of The Upper Midwest Inc | |||||||
| 1800 White Bear Avenue North | Maplewood | MN | 55109 | 411424988 | 501(c)(3) | $119,543 | To support the Organization |
| Junior Achievement of Utah Inc | |||||||
| 515 East 100 South Suite 200 | Salt Lake City | UT | 84102 | 870225875 | 501(c)(3) | $46,095 | To support the Organization |
| JA of Mahoning Valley Inc | |||||||
| Northwood Center | Girard | OH | 44420 | 341714400 | 501(c)(3) | $11,049 | To support the Organization |
| Junior Achievement of Greater Washington Inc | |||||||
| 1050 17th Street NW Ste 750 | Washington | DC | 20036 | 540788947 | 501(c)(3) | $31,294 | To support the Organization |
| JA of the Palm Beaches & Treasure Coast Inc | |||||||
| 6903 Vista Prkway N Ste 10 | W Palm Beach | FL | 33411 | 592333738 | 501(c)(3) | $8,048 | To support the Organization |
| JA of The Hudson Valley Inc | |||||||
| 12 Hamilton Pl | Tarrytown | NY | 10591 | 133001065 | 501(c)(3) | $23,490 | To support the Organization |
| Junior Achievement of Wisconsin Inc | |||||||
| 11111 West Liberty Drive | Milwaukee | WI | 53224 | 390826295 | 501(c)(3) | $41,385 | To support the Organization |
| JA Worldwide | |||||||
| 177 Milk St | Boston | MA | 02109 | 273666259 | 501(c)(3) | $24,000 | To support the Organization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 68 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Organization's procedures for monitoring the use of grant funds | FormAndLineReferenceDesc |
| Explanation | Sch I, Part I, Question 2 Grants are to US JA offices only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jack E Kosakowski | ||||||||||||||
| President & CEO | $321,889 | $100,688 | $9,698 | $27,979 | $22,037 | $482,291 | $0 | |||||||
| Timothy Armijo | ||||||||||||||
| CFO | $150,483 | $30,150 | $1,728 | $37,421 | $18,356 | $238,138 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Cecil Thibodeaux | ||||||||||||||
| EVP | $236,859 | $52,700 | $2,822 | $48,374 | $16,835 | $357,590 | $0 | |||||||
| Gary Blanchette | ||||||||||||||
| SVP - Development | $206,081 | $36,124 | $2,451 | $90,909 | $21,900 | $357,465 | $0 | |||||||
| Lisa Gillis | ||||||||||||||
| Chief Academic Officer | $218,494 | $30,312 | $1,380 | $3,305 | $19,547 | $273,038 | $0 | |||||||
| Susan Luu | ||||||||||||||
| SVP - Business Improvement | $170,474 | $37,843 | $457 | $5,804 | $19,333 | $233,911 | $0 | |||||||
| Leslie Pierce | ||||||||||||||
| SVP Talent & Organization Dev. | $153,245 | $0 | $2,689 | $18,560 | $9,949 | $184,443 | $0 | |||||||
| Ed Grocholski | ||||||||||||||
| SVP - Brand | $202,297 | $26,106 | $833 | $4,538 | $21,867 | $255,641 | $0 | |||||||
| Howard Bartner | ||||||||||||||
| SVP - Operations | $147,156 | $26,505 | $930 | $42,029 | $25,263 | $241,883 | $0 | |||||||
| Steve Schmidt | ||||||||||||||
| SVP - Operations | $150,143 | $29,968 | $916 | $14,028 | $20,566 | $215,621 | $0 | |||||||
| Christine Kunz | ||||||||||||||
| VP - Operations | $131,128 | $0 | $1,455 | $10,563 | $16,360 | $159,506 | $0 | |||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or Social Club Dues | Schedule J, Part I, Line 1a Monthly club membership fees for the President & CEO of JA USA is part of the benefits provided to this position. These fees are included as taxable income each year on their W-2. |
| Description of Non-Fixed Payments | Schedule J, Part I, Line 7 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 Governors may, in their sole discretion, and at any time, elect to amend, suspend, or terminate the Plan. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $291 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | software | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $460,616 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CONTRIBUTIONS | PART I, COLUMN B THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| DESCRIPTION OF OTHER NONCASH CONTRIBUTION | PART I, LINE 25 Software utilized on JA USA servers and desktop computers and local area computers. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION CONT. | PART III, LINE 1 Junior Achievement is the world's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. Our financial literacy, work readiness and entrepreneurship programs empower students to make a connection between what they learn in school and how it can be applied in the real world. This enhances the relevance of their classroom learning and increases their understanding of the value of staying in school. |
| MEMBERS | PART VI, LINE 6 & 7B 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. |
| DESCRIBE PROCESS TO REVIEW 990 | PART VI, LINE 11B 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. |
| DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED & ENFORCED | PART VI, LINE 12C 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. |
| DESCRIBE PROCESS FOR DETERMINING COMPENSATION | PART VI, LINE 15A & 15B 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, the Committee considered comparable market data from published surveys and Form 990 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 done in 2013. |
| DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | PART VI, LINE 19 Junior Achievement, USA makes its financial statements, governing documents, and conflict of interest policy available to the public upon request. |
| Document retention and destruction policy | Part VI Line 14 Junior Achievement USA follows a process for document retention and destruction based upon the AICPA recommended retention period. The process is not a written policy adopted by the board therefore the question must be answered no. |
| Compensation | PART VII Compensation deliberations take into account services provided to the filing organization and its affiliates. Revenue presented in the Form 990 does not include the revenue of the 116 JA area affiliates who are part of the JA USA network that JA USA oversees. In FYE 2014, revenue of all affiliates totaled $187 million. |
| Other Changes in Net Assets | PART XI, LINE 9 Net Asset Transfer to affiliate (860,587) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | see part vii | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART II JUNIOR ACHIEVEMENT USA AND ITS US AFFILIATES, MANY OF WHOM ARE INDICATED ON SCHEDULE I, ARE COVERED UNDER A GROUP EXEPMTION 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. | ExplanationTxt |