2018-02-02T16:27:34-06:00 2017-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2016-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 LES MCCABE PRESIDENT & CEO 3237853511 2018-01-23 1 LIOR TEMKIN P00748170 3104773924 2018-01-18 208.87.235.180 2018-01-23 08:51:19 PS P 84B63C4A7833A2E205B829FBD8C5C1A014D57494 E29D07FEBB58428F95E9A7AF6E81D3A66B1ED5E3 2016 2021-01-29 14:40:06Z LES MCCABE 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 3159506 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. 57 57 22 3815 0 0 3054009 2358545 428572 372403 41 16 38685 15697 3521307 2746661 0 0 0 0 1856673 1869244 0 0 660292 1352489 1225545 3209162 3094789 312145 -348128 4921227 4429509 3555096 3411506 1366131 1018003 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 2021453 372403 SEE SCHEDULE O 2021453 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 0 0 0 0 0 0 0 0 0 1 18 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 X 57 57 0 0 0 0 0 0 0 1 1 0 0 0 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 GRANT AHEARN 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 FRANK BALDINO SECRETARY 1.00 X 0 0 0 FRIDA BANK BOARD MEMBER 1.00 X 0 0 0 LYNN BEATTY 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 GOLF CLASSIC CHAIR 1.00 X 0 0 0 CAROLE CURB NEMOY 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 1.00 X 0 0 0 GARY DUNN BOARD MEMBER 1.00 X 0 0 0 ALAN EDRICK BOARD MEMBER 1.00 X 0 0 0 RHONDA ENDO BOARD MEMBER 1.00 X 0 0 0 ROBERT FLICK BOARD MEMBER 1.00 X 0 0 0 JOHN GATTI BOARD MEMBER 1.00 X 0 0 0 GREG GEYER BOARD MEMBER 1.00 X 0 0 0 MANDA GHAFERI BOARD MEMBER 1.00 X 0 0 0 PAUL GOLDSTEIN BOARD MEMBER 1.00 X 0 0 0 MARY HELMICH BOARD MEMBER 1.00 X 0 0 0 DAPHNE HELMS BOARD MEMBER 1.00 X 0 0 0 KIRSTEN HELVEY BOARD MEMBER 1.00 X 0 0 0 LYNN HOPTON BOARD MEMBER 1.00 X 0 0 0 MONIQUE JOHNSON 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 GOVERNANCE CHAIR 1.00 X 0 0 0 BIJAN KESHAVARZI BOARD MEMBER 1.00 X 0 0 0 ANN KONO DEVELOPMENT CHAIR 1.00 X 0 0 0 LEONARD KORTEKAAS BOARD MEMBER 1.00 X 0 0 0 ED LAMB BOARD MEMBER 1.00 X 0 0 0 MICHELLE LEE BOARD MEMBER 1.00 X 0 0 0 LOUIS LUCIDO BOARD MEMBER 1.00 X 0 0 0 NEIL MALIK BOARD MEMBER 1.00 X 0 0 0 MARSHALL MATHISON FIRST VICE CHAIR 1.00 X 0 0 0 THOMAS MCCARTHY INDIVIDUAL GIVING CHAIR 1.00 X 0 0 0 PAUL MCGUNNIGLE FACILITIES CHAIR 1.00 X 0 0 0 FRANK MCMAHON BOARD MEMBER 1.00 X 0 0 0 JOHNNY MONTES BOARD MEMBER 1.00 X 0 0 0 ALAN ORECHWA FINANCIAL CHAIR 1.00 X 0 0 0 ABHILASH PATEL BOARD MEMBER 1.00 X 0 0 0 NEETA PATEL CHAIR OF THE BOARD 1.00 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 TONY SARSAM BOARD MEMBER 1.00 X 0 0 0 SAM SHETH 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 GREGG THROGMARTIN BOARD MEMBER 1.00 X 0 0 0 JOHN TIPTON BOARD MEMBER 1.00 X 0 0 0 JOSEPH VIOLA BOARD MEMBER 1.00 X 0 0 0 TONY WANG BOARD MEMBER 1.00 X 0 0 0 DARCY WILSON-JONES BOARD MEMBER 1.00 X 0 0 0 IRWIN WONG BOARD MEMBER 1.00 X 0 0 0 BRIAN WILLIAMS PRESIDENT & CEO (UNTIL 11/30/16) 40.00 X 232981 0 44963 KATIUSKA KIRKWOOD INTERIM PRESIDENT & CHIEF EDUCATION OFFICER 40.00 X 80925 0 12201 SUSAN SAGHEB VP OF FINANCE 40.00 X 64058 0 0 ABIGAIL WHILDEN COO 40.00 X 38267 0 11329 CHRISTINE SHEWBRIDGE DISTRICT DIRECTOR 40.00 X 133990 0 22659 550221 0 91152 2 0 1 0 0 923801 1434744 16350 2358545 PROGRAM SPONSORSHIP 611710 295035 295035 PROGRAM FEES 611710 77368 77368 372403 16 16 15697 0 15697 15697 15697 412845 923801 412845 0 2746661 372403 0 15713 413932 251355 58893 103684 1069047 651398 152004 265645 124518 76444 17593 30481 155764 99078 20675 36011 105983 64698 15070 26215 25000 14796 3596 6608 61142 36187 8794 16161 42405 8123 31131 3151 110257 69226 14861 26170 96879 66912 10546 19421 29638 17914 4237 7487 3285 3285 180042 114287 25989 39766 89178 89178 224711 142643 32436 49632 18395 10835 2660 4900 PROGRAM MATERIALS 244735 244735 TELEPHONE EXPENSE 38803 23313 5884 9606 VOLUNTEER RECOGNITION 37625 22951 5211 9463 INKIND & MISC 22193 13348 3281 5564 1257 747 183 327 3094789 2021453 413044 660292 544382 522678 136417 136448 529582 276361 22628 16013 16257 25162 8276322 4823475 3671961 3452847 4921227 4429509 205745 149854 143538 111237 3205813 3150415 3555096 3411506 X -986854 -1178382 2352985 2196385 1366131 1018003 4921227 4429509 -348128 0 X 0 1 X 1 0 X 2643615 3548134 2789824 3046609 2358545 14386727 707981 654410 823480 814072 785248 3785191 3351596 4202544 3613304 3860681 3143793 18171918 246529 71251 251885 1305144 385649 2260458 614968 1233428 392416 574248 701551 3516611 861497 1304679 644301 1879392 1087200 5777069 12394849 129467 89535 18719 38685 15713 292119 129467 89535 18719 38685 15713 292119 10000 10000 3481063 4292079 3642023 3899366 3159506 18474037 0.67090 0.68740 0.01580 0.01410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700000 1700000 5994620 4241773 1752847 581702 581702 0 3452847 X 2853777 107116 107116 2746661 0 2746661 3201905 107116 107116 3094789 0 3094789 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, 2017, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2017, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2013 TO 2016. BOWL-A-THON 366347 333050 33297 33297 GOLF TOURNAMENT 564085 317009 247076 247076 7 406214 273742 132472 132472 1336646 923801 412845 412845 412845 0 X X 0 0 0 0 0 0 0 0 0 BRIAN WILLIAMS PRESIDENT & CEO (UNTIL 11/30/16) 232981 0 0 0 0 0 37982 0 6981 0 277944 0 0 0 CHRISTINE SHEWBRIDGE DISTRICT DIRECTOR 133990 0 0 0 0 0 22200 0 459 0 156649 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 MARSHALL MATHISON FRANK BALDINO MONIQUE JOHNSON SAM SHETH ANN KONO ALAN ORECHWA JOHN KELLY TOM MCCARTHY PAUL MCGUNNIGLE GREG CRAIG 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.