2023-04-28T12:26:34-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 801 FELIX STREET ST JOSEPH MO 64501 990 2021-07-01 440604809 JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC JUNI 8165613558 2842 W 47TH AVENUE KANSAS CITY KS 66103 MEGAN STURGES STANFIELD PRESIDENT & CEO 8165613558 2023-04-20 1 MEGAN STURGES STANFIELD 999009999 HAROLD RAY P01248589 8162328441 2023-04-20 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z JUNIOR ACHIEVEMENT OF GREATER KANSAS MEGAN STURGES STANFIELD 2842 W 47TH AVENUE KANSAS CITY KS 66103 2185328 0 X WWW.JAGKC.ORG X 1956 MO OUR MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY. 48 48 16 1076 0 0 2137756 2067979 577 18440 4993 30452 122512 -23512 2265838 2093359 6068 5000 0 0 722992 933325 0 0 346607 798404 1065594 1527464 2003919 738374 89440 8068599 7278965 6550845 5773617 1517754 1505348 X JUNIOR ACHIEVEMENT SHOWS STUDENTS HOW MONEY, CAREERS, AND BUSINESS OWNERSHIP WORK THROUGH PROVEN PROGRAMS DELIVERED BY DEDICATED VOLUNTEER ROLE MODELS. 0 0 915454 5000 CLASSROOM PROGRAMS: JUNIOR ACHIEVEMENT OFFERS EXPERIENTIAL PROGRAMMING TO K-12 STUDENTS FOCUSED ON TEACHING FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURSHIP SKILLS. STUDENTS ARE CONNECTED IN THE CLASSROOM WITH LESSONS TO GROW THESE SKILLS AND DEVELOP MENTORSHIP THROUGH COMMUNITY VOLUNTEERS PROVIDING THESE LESSONS. STUDENTS PUT THEIR WORK INTO ACTION AND LEARN THE VALUE OF CONTRIBUTING TO THEIR COMMUNITIES. THE ELEMENTARY SCHOOL PROGRAMS PROVIDE THE FOUNDATION TO A CONTINUUM OF LESSONS THAT CONTINUE TO GROW THROUGH MIDDLE AND HIGH SCHOOL, PROVIDING EACH STUDENT WITH ALL THE TOOLS TO SUPPORT THEIR JOURNEY BEYOND SCHOOL AND SET THEM UP WITH THE NECESSARY SKILLS TO SUCCEED. SUPPORTING PROGRAMS ARE OFFERED THROUGH CAREER FAIRS AND CAREER SPEAKER SERIES TO ENSURE ALL STUDENTS ARE EXPOSED TO THE ENDLESS POSSIBILITIES AVAILABLE TO THEM. DURING THE 2021-2022 SCHOOL YEAR, JA SERVED 10,484 STUDENTS FOR A TOTAL OF 27,174 INSTRUCTIONAL CONTACT HOURS WITHIN CLASSROOM PROGRAMMING. 516309 18440 CAPSTONE PROGRAMS: JA BIZTOWN IS AN OPPORTUNITY FOR STUDENTS TO WORK AND GROW IN A SIMULATED KANSAS CITY. THE CURRICULUM HELPS STUDENTS CONNECT THE DOTS BETWEEN ACADEMICS AND THE REAL WORLD AND IMPORTANCE OF THESE LIFELONG SKILLS BEYOND THE CLASSROOM. JA PROVIDES TEACHERS WITH THE TRAINING, CURRICULUM, AND ONGOING SUPPORT TO ENSURE THAT THEY ARE ABLE TO WORK WITH THEIR STUDENTS TO PREPARE FOR THE VISIT TO JA BIZTOWN. MOST TEACHERS START THE CURRICULUM IN THEIR CLASSROOMS ABOUT A MONTH AHEAD OF THE FIELD TRIP TO ENSURE THAT KIDS ARE READY TO GET TO WORK. STUDENTS LEARN BUDGETING, WORK READINESS SKILLS, AND THEN GET TO PUT WHAT THEY LEARN TO USE WHEN THE VISIT JA BIZTOWN AND RUN A CITY FOR A DAY. IT'S A UNIQUE EXPERIENCE THAT WILL ALLOW STUDENTS TO MAKE FINANCIAL DECISIONS AND COLLABORATE WITH PEERS AND VOLUNTEERS TO WORK TOWARDS THEIR GOALS. STUDENTS ARE ABLE TO PRACTICE CITIZENSHIP AND WORK TOGETHER TO MAKE THE DAY A SUCCESS. DURING THE 2021-2022 SCHOOL YEAR, JA SERVED 2,670 STUDENTS FOR A TOTAL OF 48,330 INSTRUCTIONAL CONTACT HOURS. 1431763 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 48 48 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MEGAN STURGES STANFIELD 8165613558 2842 W 47TH AVENUE KANSAS CITY KS 66103 MEGAN STURGES STANFIELD PRESIDENT & CEO 40.00 1.00 X 132500 0 11207 LEROY MCCARTY BOARD CHAIR 1.00 1.00 X X 0 0 0 BARBARA WHITE BOARD VICE CHAIR 1.00 X X 0 0 0 JENNIFER BERGMAN TREASURER 1.00 X X 0 0 0 KRISTEN HARRIS SECRETARY 1.00 X 0 0 0 ALADDIN ASHKAR MEMBER 1.00 X 0 0 0 ALEX FISHMAN MEMBER 1.00 X 0 0 0 AMANDA KRUGER MEMBER 1.00 X 0 0 0 ANDREA HIATT MEMBER 1.00 X 0 0 0 ANGELA L HOFFMAN MEMBER 1.00 X 0 0 0 AUDREY MASONER MEMBER 1.00 X 0 0 0 BRIAN MAYFIELD MEMBER 1.00 X 0 0 0 BRITTANY BARRIENTOS MEMBER 1.00 X 0 0 0 CHAD HEGGEM MEMBER 1.00 X 0 0 0 CHRISTY HARRISON MEMBER 1.00 X 0 0 0 CRICKETTE WEST MEMBER 1.00 X 0 0 0 CYNTHIA FAILS MEMBER 1.00 X 0 0 0 DAN ZIEGLER MEMBER 1.00 X 0 0 0 DUANE MYER MEMBER 1.00 X 0 0 0 GRANT GOODING MEMBER 1.00 X 0 0 0 JAMES STEIMER MEMBER 1.00 X 0 0 0 JASON GRILL MEMBER 1.00 X 0 0 0 JEFFREY ANDERSON MEMBER 1.00 1.00 X 0 0 0 JEFFREY J GREIG MEMBER 1.00 X 0 0 0 JOHN MCGREEVY MEMBER 1.00 X 0 0 0 JUSTIN RICHTER MEMBER 1.00 X 0 0 0 KATHRYN L RHODES MEMBER 1.00 1.00 X 0 0 0 KATIE KING MEMBER 1.00 X 0 0 0 KATIE RUIZ MEMBER 1.00 X 0 0 0 KATYA SIDDALL MEMBER 1.00 X 0 0 0 KIMBERLY ROCK MEMBER 1.00 X 0 0 0 LESLIE SIMS MEMBER 1.00 X 0 0 0 MARK EAGLETON MEMBER 1.00 X 0 0 0 MATTHEW G CLARK MEMBER 1.00 X 0 0 0 MICHAEL MOLLERUS MEMBER 1.00 X 0 0 0 NORA FREYMAN MEMBER 1.00 X 0 0 0 RAFAEL ANDRADE MEMBER 1.00 X 0 0 0 RICK SCHIER MEMBER 1.00 X 0 0 0 RJ TROWBRIDGE MEMBER 1.00 X 0 0 0 RYAN JOHNSON MEMBER 1.00 X 0 0 0 SAADIA MAHMOOD MEMBER 1.00 X 0 0 0 SAMARA CRAWFORD HERRERA MEMBER 1.00 X 0 0 0 SHAWNA WRIGHT MEMBER 1.00 X 0 0 0 STEPHEN M BLEDSOE MEMBER 1.00 X 0 0 0 TIFFANY OWENS MEMBER 1.00 X 0 0 0 TIM LAPINSKI MEMBER 1.00 X 0 0 0 TINA KUCHEROVSKY MEMBER 1.00 X 0 0 0 TISH TEASLEY MEMBER 1.00 X 0 0 0 WENDEE PERES MEMBER 1.00 X 0 0 0 132500 0 11207 1 0 0 0 JE DUNN CONSTRUCTION 1001 LOCUST ST KANSAS CITY MO 64106 GENERAL CONTRACTOR 1969450 KCAV 7535 TROOST AVE KANSAS CITY MO 64131 GENERAL CONTRACTOR 148372 2 179396 38331 306620 1543632 8000 2067979 PROGRAM FEES 611710 18440 18440 18440 27384 27384 58922 55854 3068 3068 3068 12103 179396 36115 -24012 -24012 500 0 500 500 2093359 18440 0 6940 X 5000 5000 129026 92898 12903 23225 664156 400120 102943 161093 3509 2527 351 631 77854 56055 7785 14014 58780 36433 8638 13709 26965 26965 85246 42256 5662 37328 12662 909 1030 10723 14229 3250 3368 7611 10367 7838 843 1686 306362 255321 20769 30272 4828 2929 1641 258 2880 1029 1686 165 109220 93003 5378 10839 296918 252380 17815 26723 2491 1465 354 672 SUPPORT FEES 129831 129831 PROGRAM MATERIALS 18074 18074 OTHER PARTICIPATION COS 12169 12169 PROGRAM INSURANCE 10177 10177 23175 8099 7418 7658 2003919 1431763 225549 346607 1176787 263801 1129014 1710055 995228 954079 5603 8798 20727 20950 4109797 369843 4144448 3739954 581602 567038 15190 14290 8068599 7278965 777197 128938 5636348 5644679 137300 0 6550845 5773617 X 342262 -238650 1175492 1743998 1517754 1505348 8068599 7278965 89440 -101846 0 X X 0 1 X 1 0 X 871875 1369899 5415951 2078701 2067979 11804405 871875 1369899 5415951 2078701 2067979 11804405 1018985 10785420 16549 20706 27907 4370 27384 96916 1740 2311 136800 500 141351 12042672 21119 0.89560 0.90070 X SCHEDULE A, PART II, SECTION B, LINE 10 2017 - RETURN OF DEPOSIT, EXPENSE REIMBURSEMENT AND REFUND OF INSURANCE PREMIUM; 2018- EXPENSE REIMBURSEMENT; 2020 - PPP LOAN FORGIVENESS ; 2021 - PPP LOAN FORGIVENESS, EMPLOYEE RETENTION CREDIT RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75000 10000 17382 5069 97313 75000 75000 75000 75000 75000 75000 61000 14000 75000 1.00000 1 0 3796248 269635 3526613 78511 34484 44027 235038 65724 169314 3739954 X PART V, LINE 4: THE CHAIRMAN'S FUND IS ESTABLISHED AS AN ENDOWMENT FUND, OVERSIGHT OF THE FUND, INCLUDING INVESTMENT STRATEGY, INVESTMENT PERFORMANCE, RETENTION AND TERMINATION OF PROFESSIONAL ADVISORS, INCLUDING FUND MANAGERS IS PROVIDED BY THE EXECUTIVE COMMITTEE AND THE INVESTMENT COMMITTEE AS AN OVERSIGHT COMMITTEE. THE FUND MAY BE INVESTED IN STOCKS, BONDS, MONEY MARKET INSTRUMENTS, MUTUAL FUNDS, OR OTHER REASONABLE INVESTMENTS SUGGESTED BY THE FUND MANAGER, THE ORGANIZATION MAY DISBURSE UP TO 4% OF THE FUND'S BALANCE FOR OPERATING PURPOSES EACH YEAR. PART X, LINE 2: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLMENT WITH THE RELEVANT TAX AUTHORITY. THE ORGANIZATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE US FEDERAL JURISDICTION AND CERTAIN STATE JURISDICTIONS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE APPLICABLE TAX AUTHORITIES FOR THE YEARS BEFORE 2018. IF ANY WERE TO BE INCURRED, THE ORGANIZATION'S POLICY IS TO RECORD PENALTIES AND INTEREST ASSESSED BY INCOME TAX AUTHORITIES AS OPERATING EXPENSES. HALL OF FAME GALA 145056 140736 4320 1585 9346 3969 GOLF TOURNAMENT 46443 38660 7783 4937 11220 1633 3425 191499 179396 12103 6522 11220 10979 7394 36115 -24012 1 SCHOLARSHIPS 1 5000 CASH FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE. ONCE APPROVED, IT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE. RECOMMENDATION IS PROVIDED AT THE FULL BOARD OF DIRETORS MEETING FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT OF THE ORGANIZATION AND THE EXECUTIVE COMMITTEE OF THE BOARD MONITOR THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE NATIONAL OFFICE, JA USA LOCATED IN COLORADO SPRINGS, CO PROVIDES COMPARABLE DATA FOR THE COMPENSATION FOR THE JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY STAFF BASED ON POSITION AND GEOGRAPHIC REGION. THE CHAIRMAN AND VICE CHAIRMAN REVIEW THE INFORMATION AND MAKE A RECOMMENDATION THE THE EXECUTIVE COMMITTEE FOR APPROVAL, REGARDING CEO ANNUAL COMPENSATION AND BONUSES. EACH YEAR, A FORMAL APPRAISAL REVIEW PROCESS OCCURS ANNUAL FOR EACH STAFF MEMBER. EACH EMPLOYEE COMPLETES A SELF-EVALUATION, AS WELL AS AN EVALUATION COMPLETED BY THEIR DIRECT SUPERVISOR. EVALUATIONS ARE REVIEWED WITH THE SUPERVISOR, PRESIDENT & CEO, AND DIRECTOR OF FINANCE & ADMINISTRATION. COMPENSATION IS DETERMINED BASED ON PERFORMANCE AND JOB ATTRIBUTES AS OUTLINED BY THE JA USA FRAMEWORK. A RECOMMENDATION IS PROVIDED BY DEPARTMENT LEADERS TO PRESIDENT & CEO FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E TELEPHONE: PROGRAM SERVICE EXPENSES 5,444. MANAGEMENT AND GENERAL EXPENSES 1,316. FUNDRAISING EXPENSES 2,378. TOTAL EXPENSES 9,138. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 816. MANAGEMENT AND GENERAL EXPENSES 2,557. FUNDRAISING EXPENSES 1,031. TOTAL EXPENSES 4,404. MEETINGS & MEALS: PROGRAM SERVICE EXPENSES 1,269. MANAGEMENT AND GENERAL EXPENSES 2,398. FUNDRAISING EXPENSES 535. TOTAL EXPENSES 4,202. POSTAGE: PROGRAM SERVICE EXPENSES 137. MANAGEMENT AND GENERAL EXPENSES 2. FUNDRAISING EXPENSES 3,673. TOTAL EXPENSES 3,812. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,095. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,095. NEW HIRE SCREENING: PROGRAM SERVICE EXPENSES 433. MANAGEMENT AND GENERAL EXPENSES 50. FUNDRAISING EXPENSES 41. TOTAL EXPENSES 524. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. JAKC FOUNDATION 2842 W 47TH AVE KANSAS CITY KS 66103 852701292 TO SUPPORT THE ACTIVITIES OF JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC. KS 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0