2023-11-14T14:55:36-06:00 2023-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2022-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 LES MCCABE PRESIDENT & CEO 3237853511 2023-11-09 1 LES MCCABE 999009999 0 LIOR TEMKIN P00748170 3104773924 2023-11-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LESTER MCCABE 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 7720310 0 X WWW.JASOCAL.ORG X 1954 CA JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROGRAMS TEACH THE BUSINESS OF LIFE, THROUGH COMMUNITY-BASED PARTNERSHIPS OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 61 61 21 1405 0 0 2871346 5137013 382170 363875 10534 49248 164750 208012 3428800 5758148 0 0 0 0 1771167 2172942 0 0 759888 1064679 1281748 2835846 3454690 592954 2303458 6219396 8539084 477635 493865 5741761 8045219 X JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROGRAMS TEACH THE BUSINESS OF LIFE, THROUGH COMMUNITY-BASED PARTNERSHIPS OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 0 0 2394207 442937 SEE SCHEDULE O 2394207 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 X 61 61 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X SUSAN SAGHEB VP OF FINANCE 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 90068 JOHN ADAMS BOARD MEMBER 1.00 X 0 0 0 AVO AMIRIAN BOARD MEMBER 1.00 X 0 0 0 BELVA ANAKWENZE BOARD MEMBER 1.00 X 0 0 0 BRIAN ANDERSON BOARD MEMBER 1.00 X 0 0 0 MARCI ARENA-RICHARD BOARD MEMBER 1.00 X 0 0 0 FRIDA BANK BOARD MEMBER 1.00 X 0 0 0 WILLIAM BECKER BOARD MEMBER 1.00 X 0 0 0 MARIA BECKMAN BOARD MEMBER 1.00 X 0 0 0 ANTONIO BERNARDO BOARD MEMBER 1.00 X 0 0 0 BOB BINNIE BOARD MEMBER 1.00 X 0 0 0 JOSEPH BRANCUCCI BOARD MEMBER 1.00 X 0 0 0 BENJAMIN BRAUN BOARD MEMBER 1.00 X 0 0 0 MAYNARD BROWN BOARD MEMBER/EDUCATION CHA 1.00 X 0 0 0 SANDRA BURNS BOARD MEMBER 1.00 X 0 0 0 KEVIN CAPUTO BOARD MEMBER 1.00 X 0 0 0 NELSON CASTRO BOARD MEMBER 1.00 X 0 0 0 SANDY CHOI BOARD MEMBER 1.00 X 0 0 0 GREGORY CRAIG BOARD MEMBER 1.00 X 0 0 0 CAROLE CURB NEMOY BOARD MEMBER 1.00 X 0 0 0 GREGORY DAVIS BOARD MEMBER 1.00 X 0 0 0 KYLE DELICATA FROM 1222 BOARD MEMBER 1.00 X 0 0 0 SANDRA DUNLEAVEY BOARD MEMBER 1.00 X 0 0 0 ROBERT FLICK BOARD MEMBER 1.00 X 0 0 0 DAVID FREITAG BOARD MEMBER/MARKETING CHAIR 1.00 X 0 0 0 CHRIS GARCIA BOARD MEMBER 1.00 X 0 0 0 DARCY GARCIA FROM 0623 BOARD MEMBER 1.00 X 0 0 0 JOHN GATTI BOARD MEMBER 1.00 X 0 0 0 PAUL GOLDSTEIN BOARD MEMBER 1.00 X 0 0 0 BILL GLINSKI BOARD MEMBER 1.00 X 0 0 0 CHANNING GRIGSBY BOARD MEMBER 1.00 X 0 0 0 DAPHNE HELMS BOARD MEMBER/TREASURER 1.00 X X 0 0 0 LYNN HOPTON BOARD MEMBER 1.00 X 0 0 0 STEPHANIE IVY BOARD MEMBER 1.00 X 0 0 0 MONIQUE JOHNSON BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 CYNTHIA JORDAN BOARD MEMBER 1.00 X 0 0 0 JENNIFER KANG-MOON BOARD MEMBER 1.00 X 0 0 0 ANN KONO BOARD MEMBER 1.00 X 0 0 0 MARIA KHADER FORM 0922 BOARD MEMBER 1.00 X 0 0 0 BEN LANKENAU FROM 0922 BOARD MEMBER 1.00 X 0 0 0 THOMAS MCCARTHY BOARD MEMBER/REAL ESTATE C 1.00 X 0 0 0 FRANK MCMAHON BOARD MEMBER/GOVERNANCE CH 1.00 X X 0 0 0 JOHN MCMICHAEL BOARD MEMBER 1.00 X 0 0 0 REGINA O'NEILL BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 TODD ORCHARD BOARD MEMBER 1.00 X 0 0 0 ERIK ORBACH BOARD MEMBER 1.00 X 0 0 0 KISHA PARKER CROOM FROM 0323 BOARD MEMBER 1.00 X 0 0 0 TRACY PRUITT BOARD MEMBER/3DE CHAIR 1.00 X 0 0 0 CAROL RICHARDS BOARD MEMBER 1.00 X 0 0 0 SCOTT M SACHS BOARD MEMBER 1.00 X 0 0 0 SCOTT SANTORO BOARD MEMBER 1.00 X 0 0 0 SCOTT SAUER BOARD MEMBER/AUDIT & RISK CHAIR 1.00 X 0 0 0 SAM SHETH BOARD MEMBER/DEVELOPMENT C 1.00 X 0 0 0 MICHAEL SHEPHERD BOARD MEMBER 1.00 X 0 0 0 RENEE SARRIA FROM 1222 BOARD MEMBER 1.00 X 0 0 0 MARK SIMMONS BOARD MEMBER 1.00 X 0 0 0 BARRY SIMMONS BOARD MEMBER 1.00 X 0 0 0 LESLIE STACKPOLE FROM 1222 BOARD MEMBER 1.00 X 0 0 0 HAMED TAVAJOHI BOARD MEMBER 1.00 X 0 0 0 ANI TOROIAN BOARD MEMBER 1.00 X 0 0 0 JEFFREY YEH BOARD MEMBER 1.00 X 0 0 0 MAG WANGSUWANA FROM 0922 BOARD MEMBER 1.00 X 0 0 0 KATIUSKA KIRKWOOD SENIOR VICE PRESIDENT 40.00 X 160811 0 24594 SUSAN SAGHEB VP OF FINANCE 20.00 X 139066 0 0 ABIGAIL WHILDEN VP OF ADMIN 32.00 X 87771 0 27068 LESTER MCCABE PRESIDENT & CEO 40.00 X 281377 0 29853 BURGANDIE ONEKEA EXECUTIVE REGI0NAL DIRECTO 40.00 X 106596 0 19456 775621 0 100971 4 0 1 0 0 1561372 3575641 214829 5137013 PROGRAM SPONSORSHIP 611710 252500 252500 PROGRAM FEES 611710 111375 111375 363875 49012 49012 128950 0 128950 128950 128950 38186 1400000 37950 1400000 236 0 236 236 480667 1561372 524212 -43545 -43545 43545 0 43545 43545 OTHER INCOME 900099 79062 79062 79062 5758148 442937 0 178198 1020948 689020 105140 226788 914052 626694 89861 197497 16237 9774 2174 4289 96999 68058 8851 20090 124706 86472 11858 26376 33598 20651 4342 8605 40584 24945 5245 10394 124047 96772 9009 18266 68438 48144 6399 13895 127354 88938 12907 25509 18552 13055 1640 3857 3767 3767 372666 372666 123308 75394 16110 31804 18138 12369 1940 3829 INKIND & MISC 158135 1400 13074 143661 VOLUNTEER RECOGNITION 77758 63742 4592 9424 PROGRAM MATERIALS 49887 49887 PERSONNEL RECRUITMENT 36409 22545 4621 9243 29107 19914 2832 6361 3454690 2394207 300595 759888 2649979 2001807 411815 3155964 211909 322591 12274 3947 13281 18136 8686404 5649765 2920138 3036639 6219396 8539084 228444 408665 249191 85200 477635 493865 X 5533619 7408577 208142 636642 5741761 8045219 6219396 8539084 2303458 0 X 0 1 X 1 0 X 6028928 2644537 3047101 2871346 5137013 19728925 959892 415735 341112 382170 363875 2462784 6988820 3060272 3388213 3253516 5500888 22191709 1290560 711392 417971 315332 244218 2979473 0 1290560 711392 417971 315332 244218 2979473 19212236 157302 78049 56716 175284 178198 645549 157302 78049 56716 175284 178198 645549 1121579 79062 1200641 8267701 3138321 3444929 3428800 5758148 24037899 0.79920 0.77490 0.02690 0.02250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700000 1700000 6157360 5061424 1095936 829044 588341 240703 3036639 X 6100417 342269 342269 5758148 0 5758148 3796959 342269 342269 3454690 0 3454690 PART V, LINE 4: TO SUPPORT THE OPERATIONS OF THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB ASC TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES." IN ACCORDANCE WITH FASB ASC TOPIC NO. 740, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2023, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2016 TO 2022. PINNACLE GOLF 135177 86638 48539 18275 30264 7801 GOLF TOURNAMENT 576575 348188 228387 194191 7 1330287 1126546 203741 273681 2042039 1561372 480667 18275 30264 7801 467872 524212 -43545 43545 0 43545 43545 CA 1 0 1 0 1.00000 SUSAN SAGHEB 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 0 1 43545 X X 0 0 0 0 0 0 0 0 0 LESTER MCCABE PRESIDENT & CEO 254616 0 26068 0 693 0 10403 0 19450 0 311230 0 0 0 KATIUSKA KIRKWOOD SENIOR VICE PRESIDENT 144248 0 16180 0 383 0 789 0 23805 0 185405 0 0 0 X 4 37950 FMV X AUCTION ITEMS 117 119359 FMV X AIRLINE TICKETS 10 57520 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION'S POLICY IS TO SELL SECURITIES RECEIVED AS DONATIONS IMMEDIATELY. THE ORGANIZATION USES STOCK BROKERS TO SELL THE SECURITIES RECEIVED AS DONATIONS. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: JUNIOR ACHIEVEMENT'S (JA'S) VISION IS TO CREATE OPPORTUNITIES FOR YOUTH TO LEARN FROM AND BE INSPIRED BY EXPERIENCED ADULT VOLUNTEERS FROM THE BUSINESS COMMUNITY. JA PROGRAMS SERVE STUDENTS IN ALL GRADES K-12 WITH CURRICULUM BUILT AROUND THREE CORE PILLARS: ENTREPRENEURSHIP, FINANCIAL EDUCATION AND WORK READINESS. JA PROGRAMS ARE GENERALLY PROVIDED BY VOLUNTEERS AS SUPPLEMENTS TO REGULAR CLASSROOM WORK. LESSONS COMBINE THE THREE PILLARS AROUND REAL-WORLD CONCEPTS IN WAYS THAT ARE GRADE-APPROPRIATE. JA CAPSTONE AND FIELD TRIP EXPERIENCES OUTSIDE THE CLASSROOM INCLUDE STUDENT JA JOB SHADOW VISITS TO CORPORATIONS, CLASS TRIPS TO THE JA FINANCE PARK REAL-LIFE BUDGET SIMULATION, AND STUDENT COMPETITIONS WHERE TEAMS IN THE "JA COMPANY PROGRAM" DISPLAY THEIR ENTREPRENEURSHIP PROJECTS. JA STRIVES TO SERVE STUDENTS THAT ARE MOST AT-RISK, WITH A FOCUS ON THE COMPREHENSIVE "GRADUATION PATHWAYS" MODEL, WHICH PROVIDES SUCCESSIVE YEARS OF JA PROGRAMMING TO STUDENTS AS THEY GO THROUGH THEIR EDUCATIONAL CAREER FROM ELEMENTARY SCHOOL TO MIDDLE AND HIGH SCHOOL. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE APPROVES THE ORGANIZATION'S ANNUAL BUDGET AND OVERSEES THE ROLE OF THE PRESIDENT. MEMBERS ARE APPOINTED TO THE EXECUTIVE COMMITTEE WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, VICE CHAIRS AND THE CHAIRS OF MAJOR COMMITTEES. ADDITIONAL DIRECTORS MAY BE APPOINTED BY THE CHAIRMAN AND APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING BOARD MEMBERS: MAYNARD BROWN DAVID FREITAG FRANK MCMAHON SCOTT SAUER SAM SHETH DAPHNE HELMS REGINA O'NEIL MONIQUE JOHNSON TOM MCCARTHY TREY PRUITT FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY MEMBERS OF THE AUDIT COMMITTEE. THE RETURN IS FILED ONCE IT HAS BEEN APPROVED, AND THEN PRESENTED TO THE REST OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION REQUESTS ALL OF ITS BOARD MEMBERS TO SIGN-OFF ON THE CONFLICT OF INTEREST POLICY FORMS. THE ORGANIZATION MAKES REASONABLE EFFORTS TO GATHER ALL OF THE REQUESTED SIGNATURES AS OF THE TIME OF FILING ITS TAX RETURNS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS CONFIRMED BY THE EXECUTIVE COMMITTEE AND THE CHAIRMAN OF THE BOARD. A SURVEY OF SIMILAR POSITIONS FROM OTHER ORGANIZATIONS IS PROVIDED FOR THEIR REFERENCE. FORM 990, PART VI, SECTION C, LINE 18 ALL INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER THROUGH WWW.GUIDESTAR.ORG OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS SUMMARIES ARE IN OUR YEARLY ANNUAL REPORT. THE CONFLICT OF INTEREST POLICY AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.