JUNIOR ACHIEVEMENT USA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT USA (EIN 41-1424988)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-15
- IRS object ID
- 202610159349301046
- Schema version
- 2024v5.2
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-15T12:49:13-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411424988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT NORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 6512550055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120478 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOLENE HART | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6512550055 | PhoneNum |
| Signature | 2025-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN A GRIES | PreparerPersonNm |
| PTIN | P00078514 | PTIN |
| Phone | 6128764500 | PhoneNum |
| Preparation | 2025-12-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROB GOGGINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120478 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,848,413 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1116 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JANORTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | JUNIOR ACHIEVEMENT NORTH PREPARES YOUNG PEOPLE WITH THE SKILLSET AND MINDSET TO BUILD THRIVING COMMUNITIES. THROUGH FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURIAL PROGRAMMING, WE PLAY A CRITICAL ROLE IN ADDRESSING THE SKILLS, WEALTH, AND OPPORTUNITY GAPS OUR COMMUNITIES FACE.JUNIOR ACHIEVEMENT NORTH OFFERS PROGRAMMING TO K-12 STUDENTS ACROSS ITS REGION, WHICH HELPS STUDENTS BUILD FINANCIAL STABILITY, CONNECTS THEM TO REAL-LIFE SKILLS AND CAREERS, IGNITES YOUTH ENTREPRENEURSHIP, AND CULTIVATES ENGAGED COMMUNITY LEADERS. JUNIOR ACHIEVEMENT EMPOWERS STUDENTS TO MAKE CONNECTIONS BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS APPROACH ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND DEMONSTRATES THE POWER OF EDUCATION IN FUTURE ENDEAVORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 60 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 60 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 7205 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,788,125 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,004,774 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $239,388 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $244,258 | CYProgramServiceRevenueAmt |
| PY Investment Income | $432,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $589,686 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$64,823 | PYOtherRevenueAmt |
| CY Other Revenue | -$72,625 | CYOtherRevenueAmt |
| PY Total Revenue | $9,394,919 | PYTotalRevenueAmt |
| CY Total Revenue | $7,766,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $928,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $755,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,967,156 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,763,358 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,526,279 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,747,542 | PYOtherExpensesAmt |
| CY Other Expenses | $3,396,169 | CYOtherExpensesAmt |
| PY Total Expenses | $7,643,198 | PYTotalExpensesAmt |
| CY Total Expenses | $8,914,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,751,721 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,148,884 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,715,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,089,080 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,360,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $325,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,354,909 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,763,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,929,667 | ExpenseAmt |
| Grant | $730,000 | GrantAmt |
| Revenue | $23,180 | RevenueAmt |
| Desc | JUNIOR ACHIEVEMENT TRADITIONAL IN-SCHOOL PROGRAMS:ELEMENTARY SCHOOL PROGRAMS - DURING ELEMENTARY SCHOOL PROGRAMS, STUDENTS BUILD A SOLID FOUNDATION AND LEARN BASIC CONCEPTS OF BUSINESS, FINANCE, COMMUNITY ENGAGEMENT AND THE IMPORTANCE OF EDUCATION. THROUGH EXPERIENTIAL LESSONS AND CONNECTING WITH COMMUNITY VOLUNTEERS, JUNIOR ACHIEVEMENT BRINGS LEARNING TO LIFE THROUGH ENGAGING LESSONS FOR STUDENTS.MIDDLE SCHOOL PROGRAMS - IN MIDDLE SCHOOL, STUDENTS BUILD ON CONCEPTS LEARNED IN ELEMENTARY SCHOOL, AND LESSONS ARE DESIGNED TO BUILD FOUNDATIONAL FINANCIAL SKILLS, EXPOSE STUDENTS TO A VARIETY OF CAREER OPPORTUNITIES, AND CULTIVATE AN ENTREPRENEURIAL SPIRIT. THE PROGRAMS SUPPLEMENT STANDARD SCHOOL CURRICULA AND BUILD COMMUNICATION SKILLS ESSENTIAL TO SUCCESS OUTSIDE OF SCHOOL. VOLUNTEERS SUPPORT TEACHERS BY IMPLEMENTING CLASSROOM LESSONS, WHICH HELPS BUILD COMMUNITY CONNECTIONS AND ENHANCE LEARNING.HIGH SCHOOL PROGRAMS- JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE, AND FOSTER SKILLS THAT WILL BE VALUABLE AS THEY GRADUATE FROM HIGH SCHOOL AND TAKE THEIR NEXT STEPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,602,560 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $221,078 | RevenueAmt |
| Desc | EXPERIENTIAL LEARNING PROGRAMMING:EXPERIENTIAL LEARNING PROGRAMS BRING LEARNING TO LIFE FOR STUDENTS. THESE PROGRAMS ARE CENTERED ON A LEARNING LABORATORY EXPERIENCE THAT PROVIDES A TANGIBLE WAY FOR STUDENTS TO APPLY WHAT THEY HAVE LEARNED IN THE CLASSROOM WHILE ONSITE IN THE JUNIOR ACHIEVEMENT LEARNING LABS. EXPERIENTIAL LEARNING PROGRAMS INCLUDE JA BIZTOWN AND JA FINANCE PARK WITH IN-PERSON AND VIRTUAL DELIVERY MODELS.JA BIZTOWN - ELEMENTARY AND MIDDLE SCHOOL STUDENTS ARE NOT OLD ENOUGH TO DRIVE, WORK, VOTE OR BE A CEO. BUT THAT DOESN'T STOP THEM FROM OPERATING BANKS, MANAGING RESTAURANTS, WRITING CHECKS, AND VOTING FOR MAYOR AT JA BIZTOWN. THE PROGRAM COMBINES IN-CLASS LEARNING WITH A DAY-LONG VISIT TO THIS FULLY INTERACTIVE SIMULATED LAB. JA BIZTOWN HELPS STUDENTS CONNECT THE DOTS BETWEEN WHAT THEY LEARN IN SCHOOL AND THE REAL WORLD. THROUGH DAILY LESSONS, INTERACTIVE ACTIVITIES, AND PARTICIPATION IN THIS SIMULATED COMMUNITY DESIGNED TO SUPPORT DIFFERENTIATED LEARNING STYLES, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN AN ECONOMY AND COMMUNITY.JA FINANCE PARK - STUDENTS PRACTICE PLANNING FOR A SUCCESSFUL FUTURE DURING THIS LEARNING SIMULATION THAT COVERS CRITICAL PERSONAL FINANCE CONCEPTS AND CAREER EXPLORATION. JA FINANCE PARK IS DESIGNED TO BE TAUGHT TO MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS BY CLASSROOM TEACHERS. AT THE CULMINATION OF THIS PROGRAM, STUDENTS VISIT JA FINANCE PARK IN A VIRTUAL SIMULATION OR AN ON-SITE DAY TO PUT INTO PRACTICE WHAT THEY HAVE LEARNED ABOUT ECONOMIC OPTIONS AND THE PRINCIPLES OF BUDGETING. ASSISTED BY THEIR TEACHERS AND A STAFF OF TRAINED VOLUNTEERS, STUDENTS EXPLORE BUDGETING AND HOW EDUCATIONAL AND FINANCIAL DECISIONS CAN IMPACT THEIR FUTURE.WE MEET STUDENTS WHERE THEY'RE AT. WE UTILIZE VIRTUAL CONTENT TO MEET THE CONTINUAL NEEDS OF REMOTE LEARNING OPPORTUNITIES, WHICH MEANS STUDENTS WHO COULDN'T BEFORE RECEIVE CLASSROOM PROGRAMMING OR MAKE IT TO OUR LEARNING LABS NOW HAVE ACCESS TO THOSE EXPERIENCES, INCLUDING VIRTUAL VOLUNTEER VIDEOS, JA BIZTOWN ONLINE ADVENTURES, AND JA FINANCE PARK VIRTUAL.WE MEET STUDENTS WHERE THEY'RE AT. THE VIRTUAL INNOVATIONS WE STARTED DEVELOPING IN 2020 WILL REMAIN PART OF OUR ONGOING PROGRAMMING SO WE CAN CONTINUE TO REACH A BROADER GROUP OF STUDENTS WITHIN THE REGION. WE HAVE LEVERAGED VIRTUAL CONTENT TO MEET THE CONTINUAL NEEDS OF REMOTE LEARNING OPPORTUNITIES, WHICH MEANS STUDENTS WHO COULDN'T BEFORE RECEIVE CLASSROOM PROGRAMMING OR MAKE IT TO OUR LEARNING LABS NOW HAVE ACCESS TO THOSE EXPERIENCES, INCLUDING VIRTUAL VOLUNTEER VIDEOS, JA BIZTOWN ONLINE ADVENTURES, AND JA FINANCE PARK VIRTUAL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $916,395 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 3DE:3DE BY JUNIOR ACHIEVEMENT IS A PIONEERING HIGH SCHOOL INSTRUCTIONAL MODEL THAT IS AT THE FOREFRONT OF OUR MISSION TO EXPAND ECONOMIC MOBILITY BY TRANSFORMING EDUCATION INTO DYNAMIC, REAL-WORLD LEARNING EXPERIENCES. THE 3DE MODEL IS ROOTED IN THE DEVELOPMENT OF ESSENTIAL COMPETENCIES SUCH AS CRITICAL THINKING, CREATIVITY AND INNOVATION, COMMUNICATION, COLLABORATION, CULTURAL AGILITY, AND SELF-DIRECTION. THROUGH CONSISTENT INVESTMENT BY EDUCATORS, JUNIOR ACHIEVEMENT STAFF, BUSINESS PARTNERS, AND VOLUNTEERS, STUDENTS FLOURISH AS THEY BUILD CONFIDENCE AND PREPARE TO LEAD CHOICE-FILLED LIVES BEYOND HIGH SCHOOL. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $283,213 | ExpenseAmt |
| Grant | $25,450 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | ENTREPRENEURIAL PROGRAMMING:JUNIOR ACHIEVEMENT'S ENTREPRENEURIAL PROGRAMS HELP DEVELOP THEIR OWN ENTREPRENEURIAL SKILLS THAT WILL BE VALUABLE AS THEY GRADUATE FROM HIGH SCHOOL AND TAKE THEIR NEXT STEPS. THE JA COMPANY PROGRAM IS A BUSINESS AND LEADERSHIP EXPERIENCE FOR 9TH-12TH GRADE STUDENTS. STUDENTS ARE ENCOURAGED TO USE INNOVATIVE THINKING TO CREATE, MARKET, AND OPERATE THEIR OWN BUSINESSES. THROUGH THIS IN-DEPTH LEADERSHIP AND ENTREPRENEURSHIP PROGRAM, STUDENTS GAIN REAL-WORLD BUSINESS EXPERIENCE BY WORKING IN TEAMS TO CONCEPTUALIZE, CAPITALIZE, AND MANAGE THEIR OWN SMALL BUSINESSES. HOSTED AND ADVISED BY ENTREPRENEURS AND VOLUNTEERS, STUDENTS GAIN INSIGHT INTO LARGER CONCEPTS LIKE MARKET RESEARCH, BUSINESS LEADERSHIP, AND FINANCIAL MANAGEMENT WHILE DEVELOPING VALUABLE CAREER AND LEADERSHIP SKILLS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $283,213 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $25,450 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,731,835 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 60 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 60 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOLENE HART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512550068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120478 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (70 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROB GOGGINS | ||||||||
| BOARD CHAIR | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNY GULDSETH | ||||||||
| VICE CHAIR | 4.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHIL KRUMP | ||||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER TESKEY | ||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROTOLU ADEBIYI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK PAZDERKA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KASEY BEELER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC BLACK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY BRACHIO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON BROWN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JABARI BUSH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN BUSHMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JARRETT CAMPBELL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI R CHRISTOPHERSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ROSE WAN-MUI CHU | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN CULHANE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF DAVIDMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELISA DEMUTH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN DILORENZO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK DOOLING | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON EGGERT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ESPESETH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW FREND | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN FRIEND | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH GENGENBACH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX GOODWIN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM HOLMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET JOHANSON | ||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL JOHNSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE JOHNSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAIDA LESOV | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSIE LUNDY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA MCCULLOUGH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY MCNAMARA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL MILLER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MOOTZ | ||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH MUMM | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MURATORE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE NOEL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL O'KEEFE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KETHAN PRADHAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEELA RAO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE RAVENS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG REIER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY ROBIDEAU | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSE ROSS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TANMAY SINHA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIO TOFT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE TURNER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXIS WALSKO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN WEAVER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD WEHNER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KREG WEIGAND | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM WILLIAMS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE WOELL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIMEE WOLCOTT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| XIAO ZHANG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA ZURICK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD P HAFNER | ||||||||
| DIRECTOR EMERITUS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DUFFY | ||||||||
| DIRECTOR EMERITUS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN KRUCHOWSKI | ||||||||
| DIRECTOR EMERITUS | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN PETERSON | ||||||||
| DIRECTOR EMERITUS | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ROOS | ||||||||
| DIRECTOR EMERITUS | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA DZIUK | ||||||||
| CEO & PRESIDENT | 39.00 | 1.00 | Yes (X) | $442,700 | $0 | $27,907 | ||
| JOLENE HART | ||||||||
| CHIEF FINANCIAL OFFICER | 39.00 | 1.00 | Yes (X) | $226,843 | $0 | $7,645 | ||
| GEOFF WILSON | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $65,184 | $0 | $166 | ||
| JENNIFER KMECIK | ||||||||
| VP OF PROGRAMS | 40.00 | 0.00 | $158,167 | $0 | $5,325 | Yes (X) | ||
| SARAH TRENDA MARTIN | ||||||||
| VP OF DEVELOPMENT | 40.00 | 0.00 | $146,390 | $0 | $15,112 | Yes (X) | ||
| KUMAR BALASUBRAHMANYAN | ||||||||
| VP OF INNOVATION | 40.00 | 0.00 | $149,881 | $0 | $8,844 | Yes (X) | ||
| MARYSE BIRR | ||||||||
| VP OF PARTNERSHIPS | 40.00 | 0.00 | $121,250 | $0 | $10,428 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,310,415 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,427 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MA MORTENSON COMPANY | |||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55442 | TUCKPOINTING REPAIR | $895,723 |
| SUCCESS COMPUTER CONSULTING | |||||
| 6130 GOLDEN HILLS DR | GOLDEN VALLEY | MN | 55416 | OUTSOURCED IT SERVICES | $193,014 |
| FIXED ASSETS | |||||
| 2605 FERNBROOK LN N SUITE D | PLYMOUTH | MN | 55447 | BUILDING MAINTENANCE SERVICES | $121,925 |
| ROC COMMERCIAL CLEANING | |||||
| PO BOX 28779 | OAKDALE | MN | 551280779 | OUTSOURCED CLEANING SERVICES | $113,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $495,682 | FundraisingAmt |
| Related Organizations | $374,161 | RelatedOrganizationsAmt |
| Government Grants | $865,727 | GovernmentGrantsAmt |
| All Other Contributions | $5,269,204 | AllOtherContributionsAmt |
| Noncash Contributions | $5,391 | NoncashContributionsAmt |
| Total Contributions | $7,004,774 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| JA BIZTOWN | 611630 | $221,078 | $221,078 |
| JA TRADITIONAL CLASSROOM | 624310 | $23,180 | $23,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $244,258 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $329,343 | TotalRevenueColumnAmt |
| Exclusion | $329,343 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,343 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $260,343 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $260,343 | TotalRevenueColumnAmt |
| Exclusion | $260,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,475 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $495,682 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $82,320 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$79,845 | TotalRevenueColumnAmt |
| Exclusion | -$79,845 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,220 | TotalRevenueColumnAmt |
| Exclusion | $7,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,220 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,766,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $244,258 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $517,061 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,000 | TotalAmt |
| Program Services | $730,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,450 | TotalAmt |
| Program Services | $25,450 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,130,888 | TotalAmt |
| Program Services | $2,800,906 | ProgramServicesAmt |
| Management And General | $405,437 | ManagementAndGeneralAmt |
| Fundraising | $924,545 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,934 | TotalAmt |
| Program Services | $62,318 | ProgramServicesAmt |
| Management And General | $9,021 | ManagementAndGeneralAmt |
| Fundraising | $20,595 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,455 | TotalAmt |
| Program Services | $164,351 | ProgramServicesAmt |
| Management And General | $23,790 | ManagementAndGeneralAmt |
| Fundraising | $54,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,081 | TotalAmt |
| Program Services | $202,058 | ProgramServicesAmt |
| Management And General | $29,248 | ManagementAndGeneralAmt |
| Fundraising | $66,775 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,590 | TotalAmt |
| Management And General | $25,590 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Program Services | $66,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,875 | TotalAmt |
| Program Services | $154,845 | ProgramServicesAmt |
| Fundraising | $83,030 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,726 | TotalAmt |
| Program Services | $124,014 | ProgramServicesAmt |
| Management And General | $17,951 | ManagementAndGeneralAmt |
| Fundraising | $43,761 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,236 | TotalAmt |
| Program Services | $454,581 | ProgramServicesAmt |
| Management And General | $25,264 | ManagementAndGeneralAmt |
| Fundraising | $75,391 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,860 | TotalAmt |
| Program Services | $47,315 | ProgramServicesAmt |
| Management And General | $6,849 | ManagementAndGeneralAmt |
| Fundraising | $16,696 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,598 | TotalAmt |
| Program Services | $328,795 | ProgramServicesAmt |
| Management And General | $18,273 | ManagementAndGeneralAmt |
| Fundraising | $54,530 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,049 | TotalAmt |
| Program Services | $596,127 | ProgramServicesAmt |
| Management And General | $63,624 | ManagementAndGeneralAmt |
| Fundraising | $26,298 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $576,768 | TotalAmt |
| Program Services | $472,210 | ProgramServicesAmt |
| Management And General | $26,244 | ManagementAndGeneralAmt |
| Fundraising | $78,314 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $286,151 | $286,151 | ||
| OTHER PROGRAM COSTS | $177,879 | $177,879 | ||
| MISCELLANEOUS EXPENSE | $126,437 | $38,835 | $5,572 | $82,030 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,914,977 | TotalAmt |
| Program Services | $6,731,835 | ProgramServicesAmt |
| Management And General | $656,863 | ManagementAndGeneralAmt |
| Fundraising | $1,526,279 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,524,984 | BOYAmt |
| EOY | $335,953 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,618,024 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,119,662 | BOYAmt |
| EOY | $3,081,865 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,614 | BOYAmt |
| EOY | $2,033 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,290 | BOYAmt |
| EOY | $24,810 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,992 | BOYAmt |
| EOY | $83,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,401,213 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,483,237 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,975,308 | BOYAmt |
| EOY | $13,917,976 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,024,993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,715,850 | BOYAmt |
| EOY | $28,089,080 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $816,520 | BOYAmt |
| EOY | $325,540 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,544,421 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,360,941 | BOYAmt |
| EOY | $325,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,548 | BOYAmt |
| EOY | $16,099,356 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,631,361 | BOYAmt |
| EOY | $11,664,184 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,354,909 | BOYAmt |
| EOY | $27,763,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,715,850 | BOYAmt |
| EOY | $28,089,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,148,884 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$82,485 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,640,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $4,795,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,627,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,004,774 | CurrentTaxYearAmt |
| Total | $41,384,830 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,795,173 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,169,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,627,371 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,788,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,004,774 | CurrentTaxYearAmt |
| Total | $41,384,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,532,010 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,852,820 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,236 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $261,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $329,343 | CurrentTaxYearAmt |
| Total | $651,594 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,220 | CurrentTaxYearAmt |
| Total | $74,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,111,271 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,024,497 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 2,268. 2021 AMOUNT: $ 2,490. 2022 AMOUNT: $ 52,764. 2023 AMOUNT: $ 10,105. 2024 AMOUNT: $ 7,220. | ExplanationTxt |
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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $66,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,665,835 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,731,835 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $486,592 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $121,648 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $447,409 | CurrentYearMinus2Amt |
| Current Year Minus1 | $532,160 | CurrentYearMinus1Amt |
| Current Year | $486,592 | CurrentYearAmt |
| Total | $1,466,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,199,242 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $55,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $45,277 | CurrentYearMinus1Amt |
| Current Year | $66,000 | CurrentYearAmt |
| Total | $166,277 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $111,852 | CurrentYearMinus2Amt |
| Current Year Minus1 | $133,040 | CurrentYearMinus1Amt |
| Current Year | $121,648 | CurrentYearAmt |
| Total | $366,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $549,810 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,087,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $107,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,100 | OtherExpendituresAmt |
| End Year Balance | $1,174,400 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $860,600 | BeginningYearBalanceAmt |
| Contributions | $146,900 | ContributionsAmt |
| Investment Earnings Or Losses | $97,700 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,700 | OtherExpendituresAmt |
| End Year Balance | $1,087,500 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $803,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $66,600 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,151 | OtherExpendituresAmt |
| End Year Balance | $860,600 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $974,154 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$128,236 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,730 | OtherExpendituresAmt |
| Administrative Expenses | $12,037 | AdministrativeExpensesAmt |
| End Year Balance | $803,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $774,964 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $224,757 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,567 | GrantsOrScholarshipsAmt |
| End Year Balance | $974,154 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49276 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.50724 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,123,312 | OtherCostOrOtherBasisAmt |
| Book Value | $1,123,312 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,748,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,230,818 | DepreciationAmt |
| Book Value | $12,517,621 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,529,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,252,419 | DepreciationAmt |
| Book Value | $277,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,917,976 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE HELD IN THE JUNIOR ACHIEVEMENT NORTH FOUNDATION (FOUNDATION), A RELATED ORGANIZATION ORGANIZED TO SUPPORT THE MISSIONS AND OPERATIONS OF JUNIOR ACHIEVEMENT NORTH. THE ENDOWMENT FUND REPRESENTS GIFTS DONATED TO THE FOUNDATION WITH THE STIPULATION THAT THE PRINCIPAL BE MAINTAINED INTACT IN PERPETUITY AND THAT THE INVESTMENT INCOME IS TO BE USED TO CARRY OUT THE PURPOSES OF JUNIOR ACHIEVEMENT NORTH. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT JUNIOR ACHIEVEMENT, THROUGH THE JUNIOR ACHIEVEMENT USA GROUP EXEMPTION, IS A NONPROFIT ENTITY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3) AND APPLICABLE STATE STATUTES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 OR 2024. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PLAY FOR JA | Event1Nm |
| Gross Receipts Event1 | $212,462 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $212,462 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $10,848 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,008 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $272 | OtherDirectExpensesEvent1Amt |
| Event2 | COMPANY OF THE YEAR | Event2Nm |
| Gross Receipts Event2 | $104,475 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $102,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,475 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $13,186 | CashPrizesEvent2Amt |
| Food And Beverage Event2 | $15,599 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,929 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $181,220 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $181,220 | CharitableContriOtherEventsAmt |
| Cash Prizes Other Events | $2,391 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $4,431 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,880 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $10,001 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $275 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,200 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $498,157 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $495,682 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,475 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $15,577 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,431 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,728 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $27,608 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $575 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,401 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $82,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$79,845 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT NORTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120478 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 411872097 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $730,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TRANSFER TO THE FOUNDATION FOR FUTURE PROGRAMMING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 24 | RecipientCnt |
| Cash Grant | $25,450 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | JUNIOR ACHIEVEMENT NORTH PROVIDES SCHOLARSHIP AWARDS TO STUDENTS BASED ON THEIR PERFORMANCE IN THE JUNIOR ACHIEVEMENT TITAN AND JUNIOR ACHIEVEMENT COMPANY PROGRAMS AND RELATED COMPETITIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARA DZIUK | ||||||||||||||
| CEO & PRESIDENT | $299,885 | $0 | $141,825 | $0 | $990 | $0 | $10,737 | $0 | $17,170 | $0 | $470,607 | $0 | $0 | $0 |
| JOLENE HART | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $182,905 | $0 | $41,850 | $0 | $2,088 | $0 | $6,974 | $0 | $671 | $0 | $234,488 | $0 | $0 | $0 |
| JENNIFER KMECIK | ||||||||||||||
| VP OF PROGRAMS | $122,716 | $0 | $35,000 | $0 | $451 | $0 | $4,882 | $0 | $443 | $0 | $163,492 | $0 | $0 | $0 |
| SARAH TRENDA MARTIN | ||||||||||||||
| VP OF DEVELOPMENT | $111,070 | $0 | $35,000 | $0 | $320 | $0 | $5,044 | $0 | $10,068 | $0 | $161,502 | $0 | $0 | $0 |
| KUMAR BALASUBRAHMANYAN | ||||||||||||||
| VP OF INNOVATION | $119,606 | $0 | $30,000 | $0 | $275 | $0 | $4,738 | $0 | $4,106 | $0 | $158,725 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THERE ARE TWO KEY COMPONENTS OF THE EXECUTIVE COMPENSATION PHILOSOPHY OF THE ORGANIZATION: 1) REWARD FOR PERFORMANCE AND 2) PROVIDE REASONABLE AND COMPETITIVE PAY PACKAGES WITH THOSE OFFERED TO LEADERS OF ORGANIZATIONS COMPARABLE TO THE ORGANIZATION IN TERMS OF SIZE, COMPLEXITY, AND MISSION IMPACT. AS PART OF THE REWARD FOR PERFORMANCE, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD HAS ADOPTED AN INCENTIVE COMPENSATION PLAN (THE PLAN). THE PLAN INTENDED TO STIMULATE AND REWARD RESULTS AND ACHIEVEMENT NECESSARY TO ACCOMPLISH THE STRATEGIC MISSION AND IMPACT OF THE ORGANIZATION. THE PLAN IS DESIGNED TO MOTIVATE GROWTH INTO TOTAL REVENUE AND PROGRAMMATIC IMPACT IN OUR COMMUNITIES SERVED; LINK THE ACCOMPLISHMENTS OF THE ORGANIZATION'S MISSION TO COMPENSATION AND CONTROL COSTS BY PROVIDING VARIABLE COMPENSATION BASED ON PERFORMANCE TO ENHANCE AFFORDABILITY OF A TOTAL CASH COMPENSATION PROGRAM; AND ENHANCE THE FOCUS, MOTIVATION, AND RETENTION OF KEY ORGANIZATIONAL MANAGEMENT. THERE IS A CAP ON THE AMOUNT OF INCENTIVE THAT ANY EXECUTIVE CAN EARN FROM THE PLAN. THE COMPENSATION COMMITTEE USES DIRECTION IN DETERMINING THE LEVEL OF ACHIEVEMENT OF CERTAIN PERFORMANCE MEASUREMENTS. THE COMPENSATION COMMITTEE ALSO ANNUALLY EXAMINES THE COMPARABLE MARKET DATA FOR THESE POSITIONS TO ENSURE COMPENSATION REMAINS REASONABLE WHEN LOOKING AT THE TOTAL COMPENSATION PACKAGE. THE EXECUTIVE COMMITTEE OF THE BOARD MAY, IN THEIR SOLE DISCRETION, AND AT ANY TIME, ELECT TO AMEND, SUSPEND, OR TERMINATE THE PLAN. AMOUNTS PAID UNDER THE PLAN ARE INCLUDED IN PART II COLUMN (B)(II). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | 3DE BY JUNIOR ACHIEVEMENT IS A PIONEERING HIGH SCHOOL INSTRUCTIONAL MODEL THAT IS AT THE FOREFRONT OF OUR MISSION TO EXPAND ECONOMIC MOBILITY BY TRANSFORMING EDUCATION INTO DYNAMIC, REAL-WORLD LEARNING EXPERIENCES. THE 3DE MODEL IS ROOTED IN THE DEVELOPMENT OF ESSENTIAL COMPETENCIES SUCH AS CRITICAL THINKING, CREATIVITY AND INNOVATION, COMMUNICATION, COLLABORATION, CULTURAL AGILITY, AND SELF-DIRECTION. THROUGH CONSISTENT INVESTMENT BY EDUCATORS, JUNIOR ACHIEVEMENT STAFF, BUSINESS PARTNERS, AND VOLUNTEERS, STUDENTS FLOURISH AS THEY BUILD CONFIDENCE AND PREPARE TO LEAD CHOICE-FILLED LIVES BEYOND HIGH SCHOOL. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE APPOINTED BY THE BOARD OF DIRECTORS. EXCEPT AS RESTRICTED BY THE BOARD OF DIRECTORS, IT SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL ACT ONLY IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD AND SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE FINANCE COMMITTEE REVIEWS THE FORM 990, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES AND JA AREA BOARD MEMBERS (INCLUDING ADVISORY BOARDS) ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION UPON ASSUMING THEIR JA RESPONSIBILITIES AND ANNUALLY THEREAFTER, WHICH SHALL BE RETAINED IN LOCAL PERSONNEL FILES. SHOULD ANY TRANSACTION OR ACT OF ANY EMPLOYEE OR AREA BOARD MEMBER CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL OF THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS, AND IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. THE PRESIDENT AND CFO HAVE RESPONSIBILITY FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | JUNIOR ACHIEVEMENT USA, INC. (JAUSA) AND JUNIOR ACHIEVEMENT NORTH UTILIZE A CAREER AND COMPENSATION FRAMEWORK DESIGNED IN PARTNERSHIP WITH WILLIS TOWERS WATSON. THE CAREER AND COMPENSATION FRAMEWORK RANGES ARE BENCHMARKED AGAINST THE EXTERNAL LABOR MARKET AND ARE A SOURCE OF COMPARABLE COMPENSATION DATA. EACH YEAR, JA NORTH'S BOARD CHAIR RECEIVES THE CAREER & COMPENSATION FRAMEWORK INFORMATION FROM JAUSA THAT BENCHMARKS THE PRESIDENT'S POSITION AND ESTABLISHES A MARKET-BASED COMPENSATION RANGE. THE BOARD CHAIR, PASTCHAIR AND INCOMING CHAIR, TO ENSURE CONTINUITY IN PROCESS, REVIEWS THIS DATA AND THE ORGANIZATION'S PERFORMANCE METRICS, AND IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL SALARY OF THE PRESIDENT. THE EXECUTIVE COMMITTEE APPROVES THE FINAL COMPENSATION PACKAGE FOR THE PRESIDENT. FOR ALL OTHER POSITIONS, JA NORTH USES THE CAREER AND COMPENSATION FRAMEWORK RANGES PROVIDED BY JAUSA, LOCAL BENCHMARK DATA AND EMPLOYEE PERFORMANCE INFORMATION TO DETERMINE COMPENSATION. FOR THESE POSITIONS, COMPENSATION IS DETERMINED AND APPROVED BY THE JA NORTH PRESIDENT IN CONSULTATION WITH THE SENIOR LEADERSHIP TEAM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN (LOSS) ON SETTLEMENT OF NEW MARKET TAX CREDIT PROGRAM FINANCING 15,640,000. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS DID NOT CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT NORTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120478 | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411872097 | EIN |
| Primary Activities | CARRY OUT THE PURPOSE OF JUNIOR ACHIEVEMENT NORTH | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT NORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JUNIOR ACHIEVEMENT NORTH FOUNDATION | ||
| C | $730,000 | FAIR MARKET VALUE |
| JUNIOR ACHIEVEMENT NORTH FOUNDATION | ||
| B | $374,162 | FAIR MARKET VALUE |
| JUNIOR ACHIEVEMENT NORTH FOUNDATION | ||
| Q | $73,403 | INTERCOMPANY NOTE |