2019-12-03T17:56:48-06:00 2019-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 900243783 990 2018-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 LES MCCABE PRESIDENT & CEO 3237853511 2019-11-20 1 LIOR TEMKIN P00748170 3104773924 2019-11-20 206.169.119.90 2019-11-20 11:27:37 PS P 7E600620D4B421B2B6724F8FB5321AD42010E413 A08D74215D5A8D08C5B944CE65384C1490EE6F6D 2018 2020-04-17 16:48:07Z LESTER MCCABE 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 7594345 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. 53 53 22 4000 0 0 2510086 5282333 357157 388670 0 1068 29170 1278129 2896413 6950200 0 0 0 0 2062417 2157177 0 0 681945 1270683 1275916 3333100 3433093 -436687 3517107 4280208 6015027 3698892 1916604 581316 4098423 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 2390071 388670 SEE SCHEDULE O 2390071 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 X 53 53 0 0 0 0 0 0 0 1 1 0 0 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 AVO AMIRIAN BOARD MEMBER 1.00 X 0 0 0 BRIAN ANDERSON BOARD MEMBER 1.00 X 0 0 0 FRANK BALDINO UNTIL 1018 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 MARCA BUCHOLZ 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 BOARD MEMBER 1.00 X 0 0 0 DARRELL BROWN BOARD MEMBER 1.00 X 0 0 0 MAYNARD BROWN BOARD MEMBER 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 1.00 X X 0 0 0 SANDRA DUNLEAVEY BOARD MEMBER 1.00 X 0 0 0 GARY DUNN UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 ALAN EDRICK UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 RHONDA ENDO BOARD MEMBER/MARKETING CHAIR 1.00 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 MARY HELMICH UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 DAPHNE HELMS BOARD MEMBER 1.00 X 0 0 0 KIRSTEN HELVEY UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 LYNN HOPTON BOARD MEMBER 1.00 X 0 0 0 MONIQUE JOHNSON BOARD MEMBER/EDUCATION CHAIR 1.00 X 0 0 0 CYNTHIA JORDAN BOARD MEMBER 1.00 X 0 0 0 GINA JORGE BOARD MEMBER 1.00 X 0 0 0 JOHN KELLY UNTIL 0619 BOARD MEMBER/GOVERNANCE CHAIR 1.00 X 0 0 0 BIJAN KESHAVARZI UNTIL 0619 BOARD MEMBER 1.00 X 0 0 0 ANN KONO BOARD MEMBER/BOARD CHAIR 1.00 X X 0 0 0 LEONARD KORTEKAAS BOARD MEMBER 1.00 X 0 0 0 ED LAMB UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 MICHELLE LEE BOARD MEMBER 1.00 X 0 0 0 LOUIS LUCIDO UNTIL 0619 BOARD MEMBER 1.00 X 0 0 0 MARSHALL MATHISON BOARD MEMBER/FIRST VICE CHAIR 1.00 X X 0 0 0 THOMAS MCCARTHY BOARD MEMBER/REAL ESTATE CO-CHAIRS 1.00 X 0 0 0 PAUL MCGUNNIGLE BOARD MEMBER/REAL ESTATE CO-CHAIRS 1.00 X 0 0 0 FRANK MCMAHON BOARD MEMBER/DEVELOPMENT CHAIR 1.00 X 0 0 0 IRWIN MILLER BOARD MEMBER 1.00 X 0 0 0 TODD ORCHARD BOARD MEMBER 1.00 X 0 0 0 ALAN ORECHWA UNTIL 0918 BOARD MEMBER/FINANCIAL CHAIR 1.00 X 0 0 0 ABHILASH PATEL BOARD MEMBER 1.00 X 0 0 0 NEETA PATEL BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 FRANCES PAWLAK BOARD MEMBER 1.00 X 0 0 0 EDITH R PEREZ BOARD MEMBER 1.00 X 0 0 0 JODIE POIRIER UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 SCOTT SAUER BOARD MEMBER 1.00 X 0 0 0 CHERYL SCHRECK UNTIL 1018 BOARD MEMBER 1.00 X 0 0 0 SAM SHETH BOARD MEMBER/DEVELOPMENT CHAIR 1.00 X 0 0 0 MARC SILVERMAN 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 MARK SPRATT BOARD MEMBER 1.00 X 0 0 0 GREGG THROGMARTIN UNTIL 1218 BOARD MEMBER 1.00 X 0 0 0 JOHN TIPTON BOARD MEMBER/FIRST VICE CHAIR 1.00 X X 0 0 0 JOSEPH VIOLA BOARD MEMBER 1.00 X 0 0 0 IRWIN WONG BOARD MEMBER 1.00 X 0 0 0 KATIUSKA KIRKWOOD SENIOR VICE PRESIDENT 40.00 X 107447 0 35858 SUSAN SAGHEB VP OF FINANCE 40.00 X 98665 0 0 ABIGAIL WHILDEN VP OF ADMIN 40.00 X 60915 0 31114 LESTER MCCABE PRESIDENT & CEO 40.00 X 230521 0 25361 CHRISTINE SHEWBRIDGE DISTRICT DIRECTOR 40.00 X 136150 0 30283 633698 0 122616 3 0 1 0 0 1210633 4071700 185186 5282333 PROGRAM SPONSORSHIP 611710 267500 267500 PROGRAM FEES 611710 121170 121170 388670 752 752 156550 0 156550 156550 156550 73239 72923 316 316 316 571222 1210633 571222 0 SETTLEMENT REVENUE 900099 1121579 1121579 1121579 6950200 388670 0 1279197 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1290560 3686516 392416 574248 701551 166292 1834507 644301 1879392 1087200 619570 1290560 5521023 15843998 18719 38685 15713 29170 157302 259589 18719 38685 15713 29170 157302 259589 10000 1121579 1131579 3642023 3899366 3159506 3787593 8267701 22756189 0.69630 0.69450 0.01140 0.01020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700000 1700000 6157360 4660448 1496912 581702 581702 0 3196912 X 6988820 38620 38620 6950200 0 6950200 3471713 38620 38620 3433093 0 3433093 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, 2019, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2019, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2013 TO 2018. BOWL-A-THON 287279 267433 19846 19847 GOLF TOURNAMENT 629813 361720 268093 268093 5 864763 581479 283284 283283 1781855 1210632 571223 571223 571223 0 X X X 0 0 0 0 0 0 0 0 0 LESTER MCCABE PRESIDENT & CEO 230521 0 0 0 0 0 9212 0 16149 0 255882 0 0 0 CHRISTINE SHEWBRIDGE DISTRICT DIRECTOR 136150 0 0 0 0 0 22810 0 7473 0 166433 0 0 0 X 7 107982 FMV X AUCTION ITEMS 61 39804 FMV X AIRLINE TICKETS 6 37400 FMV 0 0 0 FORM 990, PART III, LINE 4A 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: NEETA PATEL FRANK MCMAHON MONIQUE JOHNSON SAM SHETH ANN KONO JOHN TIPTON STEVE DOLCEMASCHIO JOHN KELLY TOM MCCARTHY PAUL MCGUNNIGLE RHONDA ENDO FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHAIR 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.