JUNIOR ACHIEVEMENT OF UPSTATE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JUNIOR ACHIEVEMENT OF UPSTATE (EIN 57-0547967)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2013-11-14
IRS object ID: 201323189349305522
Schema version: 2012v2.3
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 D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T14:37:57-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SCOTT AND COMPANY LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 8388	AddressLine1
City	COLUMBIA	City
State	SC	State
ZIP Code	29202	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	570547967	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JUNIOR ACHIEVEMENT OF UPSTATE SOUTH	BusinessNameLine1
Business Name Line2	CAROLINA INC	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JUNI	NameControl
Phone	8642444017	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	530 HOWELL RD	AddressLine1
Address Line2	ROOM/SUITE 103	AddressLine2
City	GREENVILLE	City
State	SC	State
ZIP Code	29615	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CONNIE LANZL	Name
Title	PRESIDENT	Title
Phone	8642444017	Phone
Date Signed	2013-11-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN M PRICE JR	Name
Phone	8032566021	Phone
Date Prepared	2013-11-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CONNIE LANZL	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	530 HOWELL RD	AddressLine1
City	GREENVILLE	City
State	SC	State
ZIP Code	29615	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	341823	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.JAUPSTATESC.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1968	YearFormation
State Legal Domicile	SC	StateLegalDomicile
Activity Or Mission Description	OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	34	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	34	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Nbr Volunteers	420	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	170763	ContributionsGrantsPriorYear
Contributions Grants Current Year	215122	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	1206	InvestmentIncomePriorYear
Investment Income Current Year	1396	InvestmentIncomeCurrentYear
Other Revenue Prior Year	100868	OtherRevenuePriorYear
Other Revenue Current Year	93377	OtherRevenueCurrentYear
Total Revenue Prior Year	272837	TotalRevenuePriorYear
Total Revenue Current Year	309895	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	163707	SalariesEtcPriorYear
Salaries Etc Current Year	193996	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	22936	TotalFundrsngExpCurrentYear
Other Expense Prior Year	111033	OtherExpensePriorYear
Other Expenses Current Year	121174	OtherExpensesCurrentYear
Total Expenses Prior Year	274740	TotalExpensesPriorYear
Total Expenses Current Year	315170	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-1903	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-5275	RevenuesLessExpensesCY
Total Assets BOY	289039	TotalAssetsBOY
Total Assets EOY	318092	TotalAssetsEOY
Total Liabilities BOY	24569	TotalLiabilitiesBOY
Total Liabilities EOY	35834	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	264470	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	282258	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	196592	Expense
Description	ELEMENTARY SCHOOL: 261 CLASSES INVOLVING APPROXIMATELY 5,422 KINDERGARTEN THROUGH FIFTH GRADE STUDENTS WERE TAUGHT BY 298 VOLUNTEERS. THE PROGRAMS DELIVERED SIX SEQUENTIAL THEMES INCORPORATING THE BASIC CONCEPTS OF BUSINESS AND EXONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. EACH PROGRAM IS COMPRISED OF FIVE 30-45 MINUTE SESSIONS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	40850	Expense
Description	MIDDLE SCHOOL: 56 CLASSES INVOLVING APPROXIMATELY 1,258 6TH - 8TH GRADE STUDENTS WERE TAUGHT BY 63 VOLUNTEERS. MIDDLE SCHOOL JA PROGRAMS REINFORCE THE VALUE OF WORKFORCE READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. STUDENTS ARE INTRODUCED TO MANY ECONOMIC CONCEPTS AND USEFUL FACTS ABOUT THE WORKING WORLD. THE CLASSES HELP THESE STUDENTS MAKE DIFFICULT DECISIONS ABOUT HOW TO BEST PREPARE FOR THEIR EDUCATIONAL AND PROFESSIONAL FUTURE. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA AND DEVELOP COMMUNICATION SKILLS THAT ARE ESSENTIAL TO SUCCESS IN THE BUSINESS WORLD. EACH PROGRAM IS COMPRISED OF SIX 45-60 MINUTE SESSIONS.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	17872	Expense
Description	HIGH SCHOOL:22 CLASSES INVOLVING APPROXIMATELY 521 9TH-12TH GRADE STUDENTS WERE TAUGHT BY 22 VOLUNTEERS. AS HIGH SCHOOL STUDENTS BEGIN TO POSITION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED QUESTIONS ABOUT WHAT LIES AHEAD. JUNIOR ACHIEVEMENT HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR ACADEMIC AND ECONOMIC CHOICES, AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. WITH A RANGE OF DIFFERENT PROGRAMS, JUNIOR ACHIEVEMENT TEACHES ABOUT CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY, AND WORK READINESS. THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENT AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. PROGRAMS ARE TYPICALLY COMPRISED OF FIVE TO SEVEN CLASS PERIODS (60 MINUTES).	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	255314	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	1	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	5	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	true	NonDeductibleContributions
Non Deductible Disclosure	true	NonDeductibleDisclosure
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	34	NbrVotingGoverningBodyMembers
Number Independent Voting Members	34	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	SC	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	CONNIE LANZL	NamePerson
Telephone Number	8642444017	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	530 HOWELL RD SUITE 103	AddressLine1
City	GREENVILLE	City
State	SC	State
ZIP Code	29615	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
STEVE ABERNATHY
INDIVIDUAL T	0.50	X	0	0	0
JOHN ASHFORD
INDIVIDUAL T	0.50	X	0	0	0
STEVE BARBATO
INDIVIDUAL T	0.50	X	0	0	0
REGINA BOSTON
INDIVIDUAL T	0.50	X	0	0	0
JAY BLANKENSHIP
INDIVIDUAL T	0.50	X	0	0	0
ELIZABETH GARRISON
INDIVIDUAL T	0.50	X	0	0	0
TAMMY HARRISON
INDIVIDUAL T	0.50	X	0	0	0
JUDY HODGES
INDIVIDUAL T	0.50	X	0	0	0
BRIAN HUNGERFORD
INDIVIDUAL T	0.50	X	0	0	0
TERRY KNAUSE
INDIVIDUAL T	0.50	X	0	0	0
LISA LANZ
INDIVIDUAL T	0.50	X	0	0	0
BELINDA MAREE
INDIVIDUAL T	0.50	X	0	0	0
GREG PICKETT
INDIVIDUAL T	0.50	X	0	0	0
THOMAS RIDDLE
INDIVIDUAL T	0.50	X	0	0	0
FRANK STAROSTO
INDIVIDUAL T	0.50	X	0	0	0
DAVID WATSON
INDIVIDUAL T	0.50	X	0	0	0
JIM WEBER
INDIVIDUAL T	0.50	X	0	0	0
CARLA WHITLOCK
INDIVIDUAL T	0.50	X	0	0	0
RICH WINLEY
INDIVIDUAL T	0.50	X	0	0	0
CLAUDIA WISE
INDIVIDUAL T	0.50	X	0	0	0
ROBYN YARBOROUGH
INDIVIDUAL T	0.50	X	0	0	0
JENNIFER CASH
INDIVIDUAL T	0.50	X	0	0	0
SHARON DAY
INDIVIDUAL T	0.50	X	0	0	0
MATT DUNBAR
INDIVIDUAL T	0.50	X	0	0	0
HENRY DUPRE
INDIVIDUAL T	0.50	X	0	0	0
PERRY FARR
INDIVIDUAL T	0.50	X	0	0	0
JESSICA HATCHELL
INDIVIDUAL T	0.50	X	0	0	0
JASON LARSON
INDIVIDUAL T	0.50	X	0	0	0
BELINDA MAREE
INDIVIDUAL T	0.50	X	0	0	0
ERIN MAUGHON
INDIVIDUAL T	0.50	X	0	0	0
ANITA NELSON
INDIVIDUAL T	0.50	X	0	0	0
DON OATES
INDIVIDUAL T	0.50	X	0	0	0
WENDY WALDEN
INDIVIDUAL T	0.50	X	0	0	0
ANDREA WILCOX
INDIVIDUAL T	0.50	X	0	0	0
DORIS WOFFORD
INDIVIDUAL T	0.50	X	0	0	0
CONNIE LANZL
PRESIDENT	50.00		72000	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	72000	TotalReportableCompFromOrg
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Federated Campaigns	21877	FederatedCampaigns
All Other Contributions	193245	AllOtherContributions
Total Contributions	215122	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	762	TotalRevenueColumn
Exclusion	$762	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	634	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	634	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	634	TotalRevenueColumn
Related Or Exempt Function Income	634	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	125305	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	31928	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	93377	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	309895	TotalRevenueColumn
Related Or Exempt Function Income	634	RelatedOrExemptFunctionIncome
Exclusion	$762	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	72000	Total
Program Services	54329	ProgramServices
Management And General	10004	ManagementAndGeneral
Fundraising	7667	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	99470	Total
Program Services	84047	ProgramServices
Management And General	7829	ManagementAndGeneral
Fundraising	7594	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	22526	Total
Program Services	18178	ProgramServices
Management And General	2343	ManagementAndGeneral
Fundraising	2005	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	26955	Total
Program Services	13478	ProgramServices
Management And General	13477	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	715	Total
Program Services	715	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	5424	Total
Program Services	4826	ProgramServices
Management And General	555	ManagementAndGeneral
Fundraising	43	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	13129	Total
Program Services	10595	ProgramServices
Management And General	1365	ManagementAndGeneral
Fundraising	1169	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4263	Total
Program Services	3837	ProgramServices
Fundraising	426	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	581	Total
Program Services	442	ProgramServices
Management And General	76	ManagementAndGeneral
Fundraising	63	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1243	Total
Program Services	1003	ProgramServices
Management And General	129	ManagementAndGeneral
Fundraising	111	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PROGRAM MATERIALS	31441	31441
LICENSE FEES	20219	20219
TELEPHONE	5987	4831	623	533
COPIER EXPENSE	4664	3764	485	415

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	6553	Total
Program Services	3609	ProgramServices
Management And General	34	ManagementAndGeneral
Fundraising	2910	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	315170	Total
Program Services	255314	ProgramServices
Management And General	36920	ManagementAndGeneral
Fundraising	22936	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	141961	BOY
EOY	137725	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	23386	BOY
EOY	43602	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1332	BOY
EOY	1922	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	16659	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	16537	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	703	BOY
EOY	122	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	115157	BOY
EOY	128221	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	6500	BOY
EOY	6500	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	289039	BOY
EOY	318092	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	16248	BOY
EOY	23584	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	8250	BOY
EOY	12250	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	71	BOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	24569	BOY
EOY	35834	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	264470	BOY
EOY	282258	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	264470	BOY
EOY	282258	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	289039	BOY
EOY	318092	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-5275	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	11993	ReconciliationUnrealizedInvest
Reconcilation Donated Services	11070	ReconcilationDonatedServices
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	170861	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	214439	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	191576	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	271631	CurrentTaxYearMinus1Year
Current Tax Year	215122	CurrentTaxYear
Total	1063629	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	170861	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	214439	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	191576	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	271631	CurrentTaxYearMinus1Year
Current Tax Year	215122	CurrentTaxYear
Total	1063629	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	242302	AmountsSubstContributorsTotal
Public Support Total170	821327	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5157	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3305	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3603	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1206	CurrentTaxYearMinus1Year
Current Tax Year	762	CurrentTaxYear
Total	14033	Total

Field	Value	IRS element (for citing)
Total Support	1077662	TotalSupport
Gross Receipts From Admissions Etc	678474	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.76210	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.91360	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	16659	OtherCostOrOtherBasis
Depreciation	16537	Depreciation
Book Value	122	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	122	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	INVESTMENTS	Description
Book Value	128221	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	128221	TotalOfBookValueSecurities
Tot Revenue Etc Audited Fincl Stmt	332958	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	11993	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	11070	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	23063	RevenueNotRptdF990
Revenue Subtotal	309895	RevenueSubtotal
Total Revenue Per Form990	309895	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	315170	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	315170	ExpensesSubtotal
Total Expenses Per Form990	315170	TotalExpensesPerForm990

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	BOWLING	NameOfEvent1
Gross Receipts Event1	50655	GrossReceiptsEvent1
Gross Revenue Event1	50655	GrossRevenueEvent1
Non Cash Prizes Event1	3683	NonCashPrizesEvent1
Rent Facility Costs Event1	4784	RentFacilityCostsEvent1
Other Direct Expenses Event1	3968	OtherDirectExpensesEvent1
Name Of Event2	GOLF	NameOfEvent2
Gross Receipts Event2	39805	GrossReceiptsEvent2
Gross Revenue Event2	39805	GrossRevenueEvent2
Non Cash Prizes Event2	283	NonCashPrizesEvent2
Rent Facility Costs Event2	7874	RentFacilityCostsEvent2
Other Direct Expenses Event2	852	OtherDirectExpensesEvent2
Total Number Of Other Events	2	TotalNumberOfOtherEvents
Gross Receipts Other Events	34845	GrossReceiptsOtherEvents
Gross Revenue Other Events	34845	GrossRevenueOtherEvents
Cash Prizes Other Events	6750	CashPrizesOtherEvents
Non Cash Prizes Other Events	212	NonCashPrizesOtherEvents
Food And Beverage Other Events	2402	FoodAndBeverageOtherEvents
Other Direct Expenses Other Events	1120	OtherDirectExpensesOtherEvents
Gross Receipts Total	125305	GrossReceiptsTotal
Gross Revenue Total Events	125305	GrossRevenueTotalEvents
Cash Prizes Total Events	6750	CashPrizesTotalEvents
Non Cash Prizes Total Events	4178	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	12658	RentFacilityCostsTotalEvents
Food And Beverage Total Events	2402	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	5940	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	31928	DirectExpenseSummaryEvents
Net Income Summary	93377	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS.
THIRD ACCOMPLISHMENT DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4C	SEVEN CLASS PERIODS (60 MINUTES).
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	THE DRAFT 990 IS FIRST REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE. AFTER THIS THE DRAFT 990 IS REVIEWED IN THE FOLLOWING ORDER: THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE AND FINALLY THE ENTIRE BOARD OF DIRECTORS.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	AT THE BEGINNING OF EACH YEAR EACH DIRECTOR IS REQUIRED TO DOCUMENT ANY POSSIBLE CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. THE DOCUMENTATION IS REVIEWED BY THE PRESIDENT AND BOARD CHAIRMAN IF FURTHER REVIEW IS DEEMED NECESSARY.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	JUNIOR ACHIVEMENT USA PROVIDES COMPARABLE PRESIDENT'S COMPENSATION INFORMATION TO THE BOARD CHAIRMAN. THE BOARD CHAIRMAN THEN CONFERS WITH THE EXECUTIVE COMMITTEE. JUNIOR ACHIVEMENT USA ALSO PROVIDES COMPARABLE EMPLOYEE COMPENSATION TO THE PRESEIDENT, WHO THEN PROVIDES SUGGESTED SALARIES FOR OTHER EMPLOYEES TO THE THE BOARD CHAIRMAN. AGREED UPON SALARIES ARE THEN INCORPORATED INTO THE BUDGET REVIEW PROCESS.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	JUNIOR ACHIVEMENT USA PROVIDES COMPARABLE PRESIDENT'S COMPENSATION INFORMATION TO THE BOARD CHAIRMAN. THE BOARD CHAIRMAN THEN CONFERS WITH THE EXECUTIVE COMMITTEE. JUNIOR ACHIVEMENT USA ALSO PROVIDES COMPARABLE EMPLOYEE COMPENSATION TO THE PRESEIDENT, WHO THEN PROVIDES SUGGESTED SALARIES FOR OTHER EMPLOYEES TO THE THE BOARD CHAIRMAN. AGREED UPON SALARIES ARE THEN INCORPORATED INTO THE BUDGET REVIEW PROCESS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR OTHER RELATED DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT THIS TIME.