JUNIOR ACHIEVEMENT USA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT USA (EIN 38-1557861)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-16
- IRS object ID
- 202113509349301216
- Schema version
- 2020v4.0
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-16T12:04:05-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2311 EAST BELTLINE AVE SE STE 200 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381557861 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF THE MICHIGAN | BusinessNameLine1Txt |
| Business Name Line2 | GREAT LAKES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 6165759080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4090 LAKE DR SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CODERRE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6165759080 | PhoneNum |
| Signature | 2021-11-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | CODERRE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC A RYAN | PreparerPersonNm |
| PTIN | P01388772 | PTIN |
| Phone | 6169426440 | PhoneNum |
| Preparation | 2021-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | WILLIAM CODERRE III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4090 LAKE DR SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,618,075 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMICHIGAN.JA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE BUSINESS EDUCATION TO STUDENTS, GRADES K-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 688 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,294,866 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,474,378 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $94,959 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,381 | CYInvestmentIncomeAmt |
| PY Other Revenue | $466,829 | PYOtherRevenueAmt |
| CY Other Revenue | -$37,731 | CYOtherRevenueAmt |
| PY Total Revenue | $4,856,654 | PYTotalRevenueAmt |
| CY Total Revenue | $3,467,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $741 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,548,663 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,164,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $15,590 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,948 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $113,724 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $508,849 | PYOtherExpensesAmt |
| CY Other Expenses | $404,440 | CYOtherExpensesAmt |
| PY Total Expenses | $2,073,843 | PYTotalExpensesAmt |
| CY Total Expenses | $1,581,494 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,782,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,885,534 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,967,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,841,106 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $481,007 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,320,995 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,486,818 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,520,111 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO EDUCATE AND INSPIRE YOUNG PEOPLE TO SUCEED IN A GLOBAL ECONOMY. THIS IS ACHIEVED BY PROVIDING BUSINESS EDUCATION PROGRAMS TO STUDENTS, GRADES K-12. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,318,820 | ExpenseAmt |
| Grant | $5,500 | GrantAmt |
| Desc | JUNIOR ACHIEVEMENT PROVIDES BUSINESS EDUCATION TO STUDENTS GRADE K-12 IN OUR FRANCHISE AREA. OVER 63,000 STUDENTS ATTEND THESE CLASSES, AND ARE PROVIDED BUSINESS LEADERSHIP TRAINING. | Desc |
| Total Program Service Expenses | $1,318,820 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CODERRE III | PersonNm |
| Phone | 6165759080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4090 LAKE DR SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHRIS MILLIRON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FABER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SEPPALA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGG PETERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GWEN SANDEFUR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES NICHOLSON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFF HARRISON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER BOWMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODI HAVERA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE TOMASZEWSKI | ||||||||
| IMMEDIATE PA | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN HELMHOLDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MAYNARD | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KEVIN PATTERSON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KIM BABER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRIS KURTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTA FLYNN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LANCE ERICKSON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LEA AMMERMAN | ||||||||
| CHARIPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK LARDIERI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTI LOLLI | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARTIN STEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW D SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MEREDITH BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL STORNANT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE VOLK | ||||||||
| AT LARGE MEM | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA KING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NOBLE BILLINGSLEY | ||||||||
| AT LARGE MEM | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA DEBOER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH SOROTA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WORTHINGTON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROBIN KLEINJANS-MCKEE | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RONALD FOOR | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RONALD MODRESKI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH MEZWICKI | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCOTT FISER | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SCOTT HARRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT PRANGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE CARLSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM WILLIAMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR STURGIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KESSEL | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ZACHARY SHAW LITTLETON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM CODERRE III | ||||||||
| PRESIDENT | 40.00 | $223,892 | $0 | $2,363 | Yes (X) | 1.00 | ||
| JAY EDGER | ||||||||
| SENIOR VP DE | 40.00 | $106,210 | $0 | $1,085 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $330,102 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $3,448 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ERHARDT CONSTRUCTION | |||||
| 6060 FULTON ST SE | ADA | MI | 49301 | CONSTRUCTION | $3,355,038 |
| INTEGRATED ARCHITECTURE | |||||
| 840 OTTAWA AVE NW | GRAND RAPIDS | MI | 49503 | CONSTRUCTION | $236,803 |
| JUNIOR ACHIEVEMENT USA | |||||
| ONE EDUCATION WAY | COLORADO SPRINGS | CO | 80906 | PROGRAM SRVC | $125,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $625,351 | FundraisingAmt |
| Government Grants | $260,789 | GovernmentGrantsAmt |
| All Other Contributions | $2,588,238 | AllOtherContributionsAmt |
| Noncash Contributions | $82,280 | NoncashContributionsAmt |
| Total Contributions | $3,474,378 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,879 | TotalRevenueColumnAmt |
| Exclusion | $50,879 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,818 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,818 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,818 | TotalRevenueColumnAmt |
| Exclusion | $92,818 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $20,498 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$20,498 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,498 | TotalRevenueColumnAmt |
| Exclusion | -$20,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $625,351 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $130,549 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$130,549 | TotalRevenueColumnAmt |
| Exclusion | -$130,549 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,467,028 | TotalRevenueColumnAmt |
| Exclusion | -$7,350 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,581 | TotalAmt |
| Program Services | $350,023 | ProgramServicesAmt |
| Management And General | $44,271 | ManagementAndGeneralAmt |
| Fundraising | $34,287 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,914 | TotalAmt |
| Program Services | $453,390 | ProgramServicesAmt |
| Management And General | $55,291 | ManagementAndGeneralAmt |
| Fundraising | $44,233 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,528 | TotalAmt |
| Program Services | $20,692 | ProgramServicesAmt |
| Management And General | $3,714 | ManagementAndGeneralAmt |
| Fundraising | $2,122 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,570 | TotalAmt |
| Program Services | $65,186 | ProgramServicesAmt |
| Management And General | $11,700 | ManagementAndGeneralAmt |
| Fundraising | $6,684 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,013 | TotalAmt |
| Program Services | $59,871 | ProgramServicesAmt |
| Management And General | $7,301 | ManagementAndGeneralAmt |
| Fundraising | $5,841 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,840 | TotalAmt |
| Program Services | $12,514 | ProgramServicesAmt |
| Management And General | $2,534 | ManagementAndGeneralAmt |
| Fundraising | $792 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,948 | TotalAmt |
| Fundraising | $6,948 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,998 | TotalAmt |
| Program Services | $6,238 | ProgramServicesAmt |
| Management And General | $1,360 | ManagementAndGeneralAmt |
| Fundraising | $400 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,072 | TotalAmt |
| Program Services | $42,847 | ProgramServicesAmt |
| Management And General | $921 | ManagementAndGeneralAmt |
| Fundraising | $2,304 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,370 | TotalAmt |
| Program Services | $20,206 | ProgramServicesAmt |
| Management And General | $3,896 | ManagementAndGeneralAmt |
| Fundraising | $1,268 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,026 | TotalAmt |
| Program Services | $92,363 | ProgramServicesAmt |
| Management And General | $9,312 | ManagementAndGeneralAmt |
| Fundraising | $5,351 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,075 | TotalAmt |
| Program Services | $8,621 | ProgramServicesAmt |
| Fundraising | $454 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558 | TotalAmt |
| Program Services | $513 | ProgramServicesAmt |
| Fundraising | $45 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151 | TotalAmt |
| Management And General | $151 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,498 | TotalAmt |
| Program Services | $28,043 | ProgramServicesAmt |
| Management And General | $5,680 | ManagementAndGeneralAmt |
| Fundraising | $1,775 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,301 | TotalAmt |
| Program Services | $21,826 | ProgramServicesAmt |
| Management And General | $361 | ManagementAndGeneralAmt |
| Fundraising | $114 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $111,273 | $111,273 | ||
| EQUIP. PURCHASE/MAINTENAN | $13,071 | $10,456 | $1,961 | $654 |
| PUBLIC REL.& MEMBERSHIP | $5,380 | $5,111 | $269 | |
| MISCELLANEOUS | $3,212 | $2,824 | $294 | $94 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615 | TotalAmt |
| Program Services | $1,323 | ProgramServicesAmt |
| Management And General | $203 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,581,494 | TotalAmt |
| Program Services | $1,318,820 | ProgramServicesAmt |
| Management And General | $148,950 | ManagementAndGeneralAmt |
| Fundraising | $113,724 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,918 | BOYAmt |
| EOY | $999,474 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,744 | BOYAmt |
| EOY | $57,609 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,873,703 | BOYAmt |
| EOY | $3,085,107 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,499 | BOYAmt |
| EOY | $37,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,272 | BOYAmt |
| EOY | $12,456 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,677,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $197,279 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,103,651 | BOYAmt |
| EOY | $8,480,053 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,925,328 | BOYAmt |
| EOY | $2,046,165 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,710 | BOYAmt |
| EOY | $122,745 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,967,825 | BOYAmt |
| EOY | $14,841,106 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,481 | BOYAmt |
| EOY | $907,670 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,250 | BOYAmt |
| EOY | $9,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,196 | BOYAmt |
| EOY | $267,170 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,404 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,676 | BOYAmt |
| EOY | $136,905 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,007 | BOYAmt |
| EOY | $1,320,995 | 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 | $6,541,425 | BOYAmt |
| EOY | $9,962,942 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,945,393 | BOYAmt |
| EOY | $3,557,169 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,486,818 | BOYAmt |
| EOY | $13,520,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,967,825 | BOYAmt |
| EOY | $14,841,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,885,534 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $94,724 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $25,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $28,035 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,899,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,284,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,120,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,581,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,474,378 | CurrentTaxYearAmt |
| Total | $16,360,365 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,899,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,284,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,120,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,581,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,474,378 | CurrentTaxYearAmt |
| Total | $16,360,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,271,283 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,089,082 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $170,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,697 | CurrentTaxYearAmt |
| Total | $594,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,954,853 | TotalSupportAmt |
| Public Support CY170 | 0.89000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,710 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,708 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $673 | AdministrativeExpensesAmt |
| End Year Balance | $122,705 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,680 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,827 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $797 | AdministrativeExpensesAmt |
| End Year Balance | $94,710 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,668 | BeginningYearBalanceAmt |
| Contributions | $8,221 | ContributionsAmt |
| Investment Earnings Or Losses | $4,460 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $669 | AdministrativeExpensesAmt |
| End Year Balance | $93,680 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,347 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,896 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $575 | AdministrativeExpensesAmt |
| End Year Balance | $81,668 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,671 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,217 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $541 | AdministrativeExpensesAmt |
| End Year Balance | $76,347 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.35540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.64460 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $474,193 | InvestmentCostOrOtherBasisAmt |
| Book Value | $474,193 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,008,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,160 | DepreciationAmt |
| Book Value | $7,956,738 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $194,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $145,119 | DepreciationAmt |
| Book Value | $49,122 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,480,053 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $136,905 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $136,905 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,823,173 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $94,724 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $82,339 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $28,035 | OtherRevenueAmt |
| Revenue Not Reported | $205,098 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,618,075 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$151,047 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$151,047 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,467,028 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,789,880 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $57,339 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $151,047 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $208,386 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,581,494 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,581,494 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | JUNIOR ACHIEVEMENT OF THE MICHIGAN GREAT LAKES, INC. AND THE FOUNDATION ARE NOT-FOR-PROFIT ORGANIZATIONS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO JUNIOR ACHIEVEMENT'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. GENERALLY, TAX YEARS FROM 2017 THROUGH THE CURRENT YEAR REMAIN OPEN TO EXAMINATION. MANAGEMENT DOES NOT BELIEVE THAT THE RESULTS FROM ANY EXAMINATION OF THESE OPEN YEARS WOULD HAVE A MATERIAL ADVERSE EFFECT ON JUNIOR ACHIEVEMENT. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN BENEFICIAL INTEREST 28,035 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | LOSS ON ASSETS RECLASSED TO REVENUE -20,498 SPECIAL EVENTS EXPENSE -130,549 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | LOSS ON DISPOSAL OF ASSETS EXPENSE 20,498 SPECIAL EVENTS EXPENSE 130,549 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF SCRAMBLE | Event1Nm |
| Gross Receipts Event1 | $177,906 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $177,906 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $300 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $15,648 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,115 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,207 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,115 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF INVITATION | Event2Nm |
| Gross Receipts Event2 | $107,475 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $107,475 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $24,211 | NonCashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $1,312 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $339,970 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $339,970 | CharitableContriOtherEventsAmt |
| Non Cash Prizes Other Events | $10,677 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $33,217 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,657 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $761 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $19,329 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $625,351 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $625,351 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $35,188 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $48,865 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $5,772 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,968 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,756 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $130,549 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$130,549 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $5,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE GRANT FUNDS ARE USED FOR SCHOLARSHIPS FOR INDIVIDUALS WHO MEET THE REQUIREMENT OF THE VARIOUS SCHOLARSHIPS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CODERRE III | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $198,392 | BaseCompensationFilingOrgAmt |
| Other Compensation Filing Org | $25,500 | OtherCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $2,363 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $226,255 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $36,930 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PRIZES & AWARDS | 67 | $29,449 | FMV |
| Yes (X) | JUMBOTRON | 1 | $13,543 | FMV LESS COST |
| Yes (X) | AUCTION ITEMS | 3 | $2,245 | FMV |
| Yes (X) | MISC | 3 | $113 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 | ALL LINES LEFT BLANK ARE NOT APPLICABLE TO THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | AN INDEPENDENT CPA PREPARES THE FORM 990 AND PROVIDES A COPY OF THE TAX RETURN TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING. ALL CHANGES PROPOSED, IF ANY, ARE INCORPORATED IN THE FINAL RETURN PRIOR TO ELECTRONIC SUBMISSION OF THE TAX RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | COMPLIANCE WITH CONFLICT OF INTEREST POLICY IS MONITORED REGULARLY BY MANAGEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | AN OUTSIDE ORGANIZATION, COORDINATED BY JUNIOR ACHIEVEMENT USA, DEVELOPS COMPENSATION COMPARISONS BY REGION. THIS REPORT IS OBTAINED ANNUALLY DIRECTLY BY THE BOARD CHAIRMAIN AND JUNIOR ACHIEVEMENT PRESIDENT OF THE LOCAL ORGANIZATION. THE PRESIDENT'S ANNUAL COMPENSATION IS THEN DETERMINED BY THE BOARD CHAIR AND THE JUNIOR ACHIEVEMENT EXECUTIVE COMMITTEE BASED ON THIS ANNUAL COMPENSATION COMPARISION REPORT AND ACTUAL PERFORMANCE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | AN OUTSIDE ORGANIZATION, COORDINATED BY JUNIOR ACHIEVEMENT USA, DEVELOPS COMPENSATION COMPARISONS BY REGION. THIS REPORT IS OBTAINED ANNUALLY DIRECTLY BY THE BOARD CHAIRMAIN AND JUNIOR ACHIEVEMENT PRESIDENT OF THE LOCAL ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN BENEFICIAL INTEREST 28,035 LOSS ON ASSETS RECLASSED TO REVENUE 20,498 SPECIAL EVENTS EXPENSE 130,549 LOSS ON DISPOSAL OF ASSETS EXPENSE -20,498 SPECIAL EVENTS EXPENSE -130,549 TOTAL 28,035 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA OF THE MI GREAT LAKES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4090 LAKE DR SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386158088 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments