2021-11-10T11:44:41-06:00 2021-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 900243783 990 2020-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 LES MCCABE PRESIDENT & CEO 3237853511 2021-11-08 1 LES MCCABE 999009999 LIOR TEMKIN P00748170 3104773924 2021-11-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LESTER MCCABE 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 3887751 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. 62 62 26 409 0 0 2644537 3047101 415735 341112 144 2937 78049 53779 3138465 3444929 0 0 0 0 2132730 1608174 0 0 538148 1161071 727636 3293801 2335810 -155336 1109119 5772046 5820899 1732358 672092 4039688 5148807 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 1602893 SEE SCHEDULE O 1602893 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 13 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 X 62 62 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 FROM 0920 BOARD MEMBER 1.00 X 0 0 0 AVO AMIRIAN BOARD MEMBER 1.00 X 0 0 0 BRIAN ANDERSON BOARD MEMBER 1.00 X 0 0 0 FRIDA BANK BOARD MEMBER 1.00 X 0 0 0 MARIA BECKMAN BOARD MEMBER 1.00 X 0 0 0 JOSEPH BRANCUCCI FROM 0920 BOARD MEMBER 1.00 X 0 0 0 MARCA BUCHOLZ UNTIL 0820 BOARD MEMBER 1.00 X 0 0 0 SANDRA BURNS BOARD MEMBER 1.00 X 0 0 0 BENJAMIN BRAUN BOARD MEMBER 1.00 X 0 0 0 STEVE BRAUN UNTIL 0720 BOARD MEMBER 1.00 X 0 0 0 DARRELL BROWN BOARD MEMBER 1.00 X 0 0 0 MAYNARD BROWN BOARD MEMBER/EDUCATION CHAIR 1.00 X 0 0 0 KEVIN CAPUTO 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 NELSON CASTRO BOARD MEMBER 1.00 X 0 0 0 FRED DAVIS BOARD MEMBER 1.00 X 0 0 0 GREGORY DAVIS BOARD MEMBER 1.00 X 0 0 0 STEVE DOLCEMASCHIO BOARD MEMBER/TREASURER/FINANCIAL CHAIR 1.00 X X 0 0 0 SANDRA DUNLEAVEY BOARD MEMBER 1.00 X 0 0 0 RHONDA ENDO BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 ROBERT FLICK BOARD MEMBER 1.00 X 0 0 0 DAVID FREITAG BOARD MEMBER 1.00 X 0 0 0 CHRIS GARCIA 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 1.00 X 0 0 0 LYNN HOPTON BOARD MEMBER 1.00 X 0 0 0 STEPHANIE IVY BOARD MEMBER 1.00 X 0 0 0 TERRI JAMES BOARD MEMBER 1.00 X 0 0 0 MONIQUE JOHNSON BOARD MEMBER 1.00 X 0 0 0 CYNTHIA JORDAN BOARD MEMBER 1.00 X 0 0 0 ANN KONO BOARD MEMBER 1.00 X 0 0 0 LEONARD KORTEKAAS UNTIL 0820 BOARD MEMBER 1.00 X 0 0 0 MICHELLE LEE UNTIL 0820 BOARD MEMBER 1.00 X 0 0 0 MARSHALL MATHISON BOARD MEMBER/GOVERNANCE CHAIR 1.00 X 0 0 0 THOMAS MCCARTHY BOARD MEMBER/REAL ESTATE C 1.00 X 0 0 0 PAUL MCGUNNIGLE BOARD MEMBER 1.00 X 0 0 0 FRANK MCMAHON BOARD MEMBER/FIRST VICE CHAIR/DEVELOPMENT C 1.00 X X 0 0 0 REGINA O'NEILL BOARD MEMBER 1.00 X 0 0 0 ERIK ORBACH FROM 0720 BOARD MEMBER 1.00 X 0 0 0 TODD ORCHARD BOARD MEMBER 1.00 X 0 0 0 ABHILASH PATEL UNTIL 0421 BOARD MEMBER 1.00 X 0 0 0 NEETA PATEL BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 FRANCES PAWLAK UNTIL 0621 BOARD MEMBER 1.00 X 0 0 0 TRACY PRUITT FROM 0720 BOARD MEMBER 1.00 X 0 0 0 CAROL RICHARDS BOARD MEMBER 1.00 X 0 0 0 SCOTT SAUER BOARD MEMBER 1.00 X 0 0 0 SAM SHETH BOARD MEMBER/DEVELOPMENT C 1.00 X 0 0 0 MICHAEL SHEPHERD FROM 0720 BOARD MEMBER 1.00 X 0 0 0 MARC SILVERMAN UNTIL 0621 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 HAMED TAVAJOHI BOARD MEMBER 1.00 X 0 0 0 JOHN TIPTON BOARD MEMBER/BOARD CHAIR 1.00 X X 0 0 0 ANI TOROIAN BOARD MEMBER 1.00 X 0 0 0 JOSEPH VIOLA UNTIL 1120 BOARD MEMBER 1.00 X 0 0 0 BRIAN WHITFIELD FROM 1220 BOARD MEMBER 1.00 X 0 0 0 IRWIN WONG BOARD MEMBER 1.00 X 0 0 0 JEFFREY YEH BOARD MEMBER 1.00 X 0 0 0 KATIUSKA KIRKWOOD SENIOR VICE PRESIDENT 40.00 X 120773 0 20179 SUSAN SAGHEB VP OF FINANCE 20.00 X 94560 0 0 ABIGAIL WHILDEN VP OF ADMIN 32.00 X 67060 0 20699 CHRISTINE SHEWBRIDGE DISTRICT DIRECTOR 40.00 X 134035 0 7383 LESTER MCCABE PRESIDENT & CEO 40.00 X 222098 0 18333 638526 0 66594 3 0 1 0 0 1146467 554501 1346133 111411 3047101 PROGRAM SPONSORSHIP 611710 285001 285001 PROGRAM FEES 611710 56111 56111 341112 2219 2219 53779 0 53779 53779 53779 67579 66861 718 718 718 311646 1146467 375961 -64315 -64315 64315 0 64315 64315 3444929 341112 0 56716 781659 518337 63923 199399 637787 429355 49940 158492 96380 64872 7550 23958 92348 61177 7573 23598 30263 18352 3067 8844 7675 4654 778 2243 40982 11548 24081 5353 43793 29406 3455 10932 76615 50378 6413 19824 2738 1674 273 791 10175 6105 1054 3016 223565 223565 128173 76904 13275 37994 14635 9988 1099 3548 TELEPHONE EXPENSE 52499 34623 4359 13517 INKIND & MISC 50290 26380 5185 18725 VOLUNTEER RECOGNITION 23989 14970 2320 6699 PROGRAM MATERIALS 18146 18146 4098 2459 424 1215 2335810 1602893 194769 538148 1181504 2074875 158372 286634 1187911 227072 12389 11984 111300 10440 8583207 5580621 3120570 3002586 0 207308 5772046 5820899 271561 132423 347193 309410 630936 230259 482668 1732358 672092 X 3594636 4870514 445052 278293 4039688 5148807 5772046 5820899 1109119 0 X 0 1 X 1 0 X 2358545 2948606 6028928 2644537 3047101 17027717 785248 809817 959892 415735 341112 3311804 3143793 3758423 6988820 3060272 3388213 20339521 385649 453278 1290560 711392 417971 3258850 701551 166292 867843 1087200 619570 1290560 711392 417971 4126693 16212828 15713 29170 157302 78049 56716 336950 15713 29170 157302 78049 56716 336950 1121579 1121579 3159506 3787593 8267701 3138321 3444929 21798050 0.74380 0.68410 0.01550 0.01430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700000 1700000 6157360 4914653 1242707 725847 665968 59879 3002586 X 3483549 38620 38620 3444929 0 3444929 2374430 38620 38620 2335810 0 2335810 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, 2021, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2021, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2016 TO 2020. BOWL-A-THON 9909 9202 707 708 6 1448204 1137265 310939 375253 1458113 1146467 311646 375961 375961 -64315 64315 0 64315 64315 CA 1 0 1 0 1.00000 0.00000 SUSAN SAGHEB 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 0 1 64315 X X X 0 0 0 0 0 0 0 0 0 LESTER MCCABE PRESIDENT & CEO 222098 0 0 0 0 0 0 0 18333 0 240431 0 0 0 X 5 66861 FMV X AUCTION ITEMS 19 44550 FMV 0 0 0 FORM 990, PART I, LINE 1 STUDENT PROGRAM NUMBERS AND VOLUNTEERS, FOR THE YEAR ENDED JUNE 30, 2021, WERE SIGNIFICANTLY LOWER THAN IN PRIOR YEARS DUE TO THE MAJOR IMPACT OF THE COVID-19 PANDEMIC ON K-12 SCHOOLS IN SOUTHERN CALIFORNIA; ALL OF WHICH SHIFTED TO "REMOTE LEARNING" DURING THE FALL 2020 TO SPRING 2021 SCHOOL YEAR. WHILE THE ORGANIZATION PIVOTED THE DELIVERY OF MANY OF ITS PROGRAMS FROM "IN-PERSON" TO "VIRTUAL," GIVEN THE TECHNICAL AND LOGISTICAL CHALLENGES OUR SCHOOLS AND TEACHERS FACED WITH VIRTUAL LESSONS, THE INCLUSION OF EDUCATIONAL PROGRAMING SUCH AS THOSE PROVIDED BY THE ORGANIZATION WAS DECIDEDLY IMPACTED. NONETHELESS, THE ORGANIZATION WAS ABLE TO PROVIDE NEW CREATIVE VIRTUAL LEARNING OPPORTUNITIES, INCLUDING SUBJECT RELATED "VIRTUAL TOWN HALL" PROGRAMS, "CAREER SPEAKER SERIES VIDEOS, AND OTHER EDUCATION CONTENT MATERIALS FOR TEACHERS TO USE THROUGHOUT THE SCHOOL YEAR WHEN APPLICABLE. 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 1 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: STEVE DOLCEMASCHIO RHONDA ENDO DAVID FREITAG MARSHALL MATHISON TOM MCCARTHY FRANK MCMAHON SAM SHETH JOHN TIPTON MAYNARD BROWN 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.