2022-05-10T10:26:39-05:00 2021-06-30 481108284 IFFT & CO PA 11030 GRANADA LN SUITE 100 OVERLAND PARK KS 66211 990 2020-07-01 440604809 JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC JUNI 8165613558 2842 W 47TH AVENUE KANSAS CITY KS 66103 MEGAN STURGES STANFIELD CHIEF EXECUTIVE OFFICER 8165613558 2022-05-10 1 MEGAN STURGES STANFIELD 999009999 MARK W EATON P00556079 9133451120 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY MEGAN STURGES STANFIELD 2842 W 47TH AVENUE KANSAS CITY KS 66103 2308688 0 X WWW.JAGKC.ORG X 1956 MO OUR MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY. 40 40 14 422 0 0 5415951 2137756 1051 577 27907 4993 11173 122512 5456082 2265838 0 6068 0 0 685425 722992 101000 0 265754 420172 798404 1206597 1527464 4249485 738374 5742365 8068599 172249 6550845 5570116 1517754 X JUNIOR ACHIEVEMENT SHOWS STUDENTS HOW MONEY, CAREERS, AND BUSINESS OWNERSHIP WORK THROUGH PROVEN PROGRAMS DELIVERED BY DEDICATED VOLUNTEER ROLE MODELS. 0 0 1064681 6068 577 JUNIOR ACHIEVEMENT (JA) PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE WEALTH AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE. STUDENTS PUT THESE LESSONS INTO ACTION AND LEARN THE VALUE OF CONTRIBUTING TO THEIR COMMUNITIES. JA'S ELEMENTARY SCHOOL PROGRAMS ARE THE FOUNDATION OF ITS K-12 CURRICULA. SIX SEQUENTIAL THEMES, EACH WITH FIVE HANDS-ON ACTIVITIES, AS WELL AS AN AFTER-SCHOOL AND CAPSTONE EXPERIENCE, WORK TO CHANGE STUDENTS' LIVES BY HELPING THEM UNDERSTAND BUSINESS AND ECONOMICS. THE MIDDLE GRADE PROGRAMS BUILD ON CONCEPTS THE STUDENTS LEARNED IN JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAMS AND HELP TEENS MAKE DIFFICULT DECISIONS ABOUT HOW TO BEST PREAPRE 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. AS HIGH SCHOOL STUDENTS BEGIN TO POSITION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED QUESTIONS ABOUT WHAT LIES AHEAD. JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED INTELLIGENT DECISIONS ABOUT THEIR FUTURE, AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY REACHED 14,701 STUDENTS IN THE KANSAS CITY METROPOLITAN AREA AND ST. JOSEPH, MISSOURI AREA THROUGH CLASSES TAUGHT BY OVER 422 VOLUNTEERS THROUGHOUT THE 2020-2021 ACADEMIC YEAR. THROUGH THESE CLASSES, STUDENTS RECEIVED 41,321 CONTACT HOURS OF INSTRUCTION THAT MEETS THE COMMON CORE EDUCATIONAL STANDARDS RECOGNIZED IN KANSAS AND MISSOURI. 1064681 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MO X X MEGAN STURGES STANFIELD 8165613558 2842 W 47TH AVENUE KANSAS CITY KS 66103 ALADDIN ASHKAR BOARD MEMBER 1.00 X 0 0 0 AMANDA KRUGER BOARD MEMBER 1.00 X 0 0 0 AMY GROTHAUS BOARD MEMBER 1.00 X 0 0 0 ANGELA HOFFMAN BOARD MEMBER 1.00 X 0 0 0 BARBARA WHITE BOARD MEMBER 1.00 X 0 0 0 BRITTANY A BARRIENTOS BOARD MEMBER 1.00 X 0 0 0 DAN ZIEGLER BOARD MEMBER 1.00 X 0 0 0 DAVID ANDERSON BOARD MEMBER 1.00 X 0 0 0 DUANE MYER BOARD MEMBER 1.00 X 0 0 0 JAMES STEIMER BOARD MEMBER 1.00 X 0 0 0 JAY SPAULDING BOARD MEMBER 1.00 X 0 0 0 JEFF ANDERSON BOARD MEMBER 1.00 X 0 0 0 JEFFREY J GREIG BOARD MEMBER 1.00 X 0 0 0 JENNIFER BERGMAN SECRETARY 1.00 X X 0 0 0 JOHN C MARTIN JR TREASURER 1.00 X X 0 0 0 JOHN MCGREEVY BOARD MEMBER 1.00 X 0 0 0 JON PAHL BOARD MEMBER 1.00 X 0 0 0 JUSTIN RICHTER BOARD MEMBER 1.00 X 0 0 0 KATHRYN L RHODES BOARD CHAIR 1.00 X X 0 0 0 KRISTEN HARRIS BOARD MEMBER 1.00 X 0 0 0 LEROY MCCARTY BOARD VICE CHAIR 1.00 X X 0 0 0 MARK EAGLETON BOARD MEMBER 1.00 X 0 0 0 MATTHEW G CLARK BOARD MEMBER 1.00 X 0 0 0 MICHAEL R MOLLERUS BOARD MEMBER 1.00 X 0 0 0 NORA FREYMAN BOARD MEMBER 1.00 X 0 0 0 RAFAEL ANDRADE BOARD MEMBER 1.00 X 0 0 0 RJ TROWBRIDGE BOARD MEMBER 1.00 X 0 0 0 RYAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 SHAWNA F WRIGHT BOARD MEMBER 1.00 X 0 0 0 STEPHEN BLEDSOE BOARD MEMBER 1.00 X 0 0 0 TIFFANY OWENS BOARD MEMBER 1.00 X 0 0 0 TIMOTHY HUEY BOARD MEMBER 1.00 X 0 0 0 WENDEE PERES BOARD MEMBER 1.00 X 0 0 0 SAMARA HERRERA CRAWFORD BOARD MEMBER 1.00 X 0 0 0 CHAD HEGGEM BOARD MEMBER 1.00 X 0 0 0 TISHA TEASLEY BOARD MEMBER 1.00 X 0 0 0 CRICKETTE WEST BOARD MEMBER 1.00 X 0 0 0 CYNTHIA FAILS BOARD MEMBER 1.00 X 0 0 0 TINA KUCHEROVSKY BOARD MEMBER 1.00 X 0 0 0 JERMAINE WILSON BOARD MEMBER 1.00 X 0 0 0 MEGAN STURGES STANFIELD PRESIDENT AND CEO 40.00 X 110000 0 10965 110000 0 10965 1 0 0 0 JE DUNN CONSTRUCTION 1001 LOCUST ST KANSAS CITY MO 64106 GENERAL CONTRACTOR 2998706 FREEDOM INTERIORS 4000 WASHINGTON ST KANSAS CITY MO 64111 FF&E 226295 KCAV PO BOX 24570 KANSAS CITY MO 64131 A/V EQUIPMENT 148192 3 196878 110000 1830878 68507 2137756 PROGRAM FEES 611710 577 577 577 4370 4370 623 0 623 623 623 28562 196878 42850 -14288 -14288 PPP LOAN FORGIVENESS 611710 136800 136800 136800 2265838 577 0 127505 6068 6068 130000 93667 12455 23878 529653 381622 50747 97284 9963 7285 1192 1486 1082 792 129 161 52294 38199 4322 9773 14065 4220 6751 3094 25183 7555 12088 5540 91064 26900 44057 20107 59223 35704 5069 18450 22047 5583 4252 12212 238546 181073 15729 41744 130 124 6 2102 30 1567 505 87144 75815 3486 7843 173468 154503 8440 10525 34301 28283 1961 4057 1257 555 235 467 MISCELLANEOUS EXPENSE 21841 2378 13554 5909 OTHER PARTICIPATION COS 8629 8629 BANK CHARGES 8381 8343 38 TRAINING 3749 1806 39 1904 7274 3890 2613 771 1527464 1064681 197029 265754 400339 1176787 1034578 1129014 3556214 995228 6227 5603 1787 20727 4217373 72925 11144 4144448 473764 581602 258312 15190 5742365 8068599 35449 777197 136800 137300 0 5636348 172249 6550845 X 784077 342262 4786039 1175492 5570116 1517754 5742365 8068599 X 738374 98208 -4888944 X 0 1 X 1 0 X 987232 871875 1369899 5415951 2078701 10723658 987232 871875 1369899 5415951 2078701 10723658 863419 9860239 12790 16549 20706 27907 4370 82322 1740 2311 136800 140851 10946831 2679 0.90070 0.89850 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75000 75000 75000 75000 75000 75000 61000 14000 75000 61000 61000 1.00000 1 0 3909824 15929 3893895 72511 10213 62298 235038 46783 188255 4144448 NMTC LOANS 5636348 5636348 X 2411896 98208 5000 42850 146058 2265838 0 2265838 1575314 5000 42850 47850 1527464 0 1527464 PART V, LINE 4: THE CHARIMAN'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 BALANCES 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 SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THE ORGANIZATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE U.S 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 EXAMINATIONS 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 42,850. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 42,850. HALL OF FAME GALA 88791 82279 6512 53 140 19 14393 GOLF TOURNAMENT 60312 38262 22050 5297 18013 779 2072 2 76337 76337 2084 225440 196878 28562 5350 18153 798 18549 42850 -14288 1 SCHOLARSHIPS 3 6068 CASH X LEASEHOLD IMPROVEMENTS 4 59056 X SECURITY EQUIPMENT 1 7372 X FURNITURE 1 2079 0 0 0 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 DIRECTORS 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 TO THE EXECUTIVE COMMITTEE FOR APPROVAL, REGARDING CEO ANNUAL COMPENSATION AND BONUSES. EACH YEAR, EMPLOYEES COMPLETE AN ANNUAL SELF-EVALUATION, AS WELL AS AN EVALUATION COMPLETED BY THEIR DIRECT SUPERVISOR. COMPENSATION IS DETERMINED BY COMPARABLE DATA SHARED BY JA USA, AS WELL AS THE LOCAL SALARY REPORT GENERATED BY UMKC. BASED ON THESE EVALUATIONS, A RECOMMENDATION IS PROVIDED BY DEPARTMENT LEADERS TO 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 XI, LINE 9: TRANSFER OF ASSETS TO JAKC FOUNDATION -4,888,944. 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) TYPE I SUP ORG N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 JAKC FOUNDATION R 4888944 CASH DISBURSED