JA WORLDWIDE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JA WORLDWIDE INC (EIN 27-3666259)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-16
- IRS object ID
- 201800479349301255
- Schema version
- 2016v3.1
- 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 F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-16T13:36:46-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273666259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA Worldwide Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARGIE WANG | InCareOfNm |
| Business Name Control | JAWO | BusinessNameControlTxt |
| Phone | 6173158563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 ATLANTIC AVENUE | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGIE M WANG | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 6173158563 | PhoneNum |
| Signature | 2018-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith CPA | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 84022720180475000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-02-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B98F60208C01E221655A9D02B96D47F177C0D12C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 95290542E036135C3CFC3DACF3699863EAF69AAA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ASHEESH ADVANI PRESIDENTCEO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 ATLANTIC AVENUE | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,541,103 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5976 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jaworldwide.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | JA Worldwide is dedicated to addressing social/economic challenges of young people by educating and empowering them to transform their future and own their own economic success. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 465655 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,040,173 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,289,433 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,234,056 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,251,647 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20 | PYInvestmentIncomeAmt |
| CY Investment Income | $23 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,241 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,287,490 | PYTotalRevenueAmt |
| CY Total Revenue | $16,541,103 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,086,479 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,593,817 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,049,600 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,431,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $838,945 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,880,548 | PYOtherExpensesAmt |
| CY Other Expenses | $2,809,811 | CYOtherExpensesAmt |
| PY Total Expenses | $12,016,627 | PYTotalExpensesAmt |
| CY Total Expenses | $15,835,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,270,863 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $705,605 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,370,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,269,213 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,337,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,020,470 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,032,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,248,743 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JA WORLDWIDE'S MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. SEE ADDITIONAL MISSION INFORMATION ON SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,974,077 | ExpenseAmt |
| Grant | $10,593,817 | GrantAmt |
| Revenue | $2,251,647 | RevenueAmt |
| Desc | The organization supported its 118-country member network around the world in setting up and/or maintaining their own organization to administer Junior Achievement programs. JA Worldwide is responsible for brand protection/promotion, global fundraising and standards under the member agreement signed by all JA members. JA Worldwide's members reached 10.8 million elementary through post-secondary students powered by 465,655 volunteers for the year ended June 30, 2017. | Desc |
| Total Program Service Expenses | $13,974,077 | 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 | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BB | ForeignCountryCd |
| Foreign Country | GB | ForeignCountryCd |
| Foreign Country | GH | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | TX | ForeignCountryCd |
| Foreign Country | UY | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGIE WANG | PersonNm |
| Phone | 6173158563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 ATLANTIC AVENUE | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Asheesh Advani | ||||||||
| President & CEO | 40.0 | 2.0 | Yes (X) | Yes (X) | $547,103 | $0 | $137,897 | |
| Francesco Vanni d'Archirafi | ||||||||
| Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jonas Prising | ||||||||
| Vice-Chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michel De Wolf | ||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Maliz E Beams | ||||||||
| Treasurer | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ainar D Aijala Jr | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Maria Eugenia Brizuela de | ||||||||
| Avila, Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Partha Bose | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Bray | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jose Brousset | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Doug Charles | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jean Chawapiwa | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Cunningham | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gerald M Czarnecki | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jo Deblaere | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Ralph de la Vega | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Hastings | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Agnes Hussherr | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Brad S Karp | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Alan J Kelly | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Nicky Major | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sheikh Khaled Bin Zayed | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John S Scheid | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Claudia Slacik | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tom Speechley | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steve Wong | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Fiona Macaulay | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Phil Evans | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sheikha Hanadi Nasser Al Thani | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Julie Monaco | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Shiv Vikram Khemka | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Carlos Motta | ||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Margie Wang | ||||||||
| COO & CFO | 40.0 | 2.0 | Yes (X) | $416,745 | $0 | $95,178 | ||
| Joseph Tortora | ||||||||
| Senior Director - Global Ops | 40.0 | 0.0 | $130,742 | $0 | $24,948 | Yes (X) | ||
| Brandie Conforti | ||||||||
| Global Head of Development | 40.0 | 0.0 | $193,305 | $0 | $38,715 | Yes (X) | ||
| Elizabeth Bintliff | ||||||||
| CEO JA Africa | 0.0 | 40.0 | $141,440 | $0 | $29,434 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,429,335 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| LEONARDO MARTELLOTTO | |||||||||
| BELEN 4681 | CIUDAD DE CORDOBA CP | 0 | AR | consulting | $120,000 | ||||
| Teresa Mari Stouffer | |||||||||
| Consulting | $124,335 | 505 Market St Suite 704 | KNOXVILLE | TN | 37902 | ||||
| Xanegy | |||||||||
| Accounting Services | $110,104 | 414 Windsong St | MARBLE FALLS | TX | 78654 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $145,845 | GovernmentGrantsAmt |
| All Other Contributions | $14,143,588 | AllOtherContributionsAmt |
| Total Contributions | $14,289,433 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Area License Fees | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,251,647 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,251,647 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,251,647 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23 | TotalRevenueColumnAmt |
| Exclusion | $23 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,541,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,251,647 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $23 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,002 | TotalAmt |
| Program Services | $1,634,002 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,959,815 | TotalAmt |
| Program Services | $8,959,815 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,511 | TotalAmt |
| Program Services | $496,797 | ProgramServicesAmt |
| Management And General | $142,294 | ManagementAndGeneralAmt |
| Fundraising | $183,420 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,190 | TotalAmt |
| Program Services | $827,242 | ProgramServicesAmt |
| Management And General | $232,271 | ManagementAndGeneralAmt |
| Fundraising | $244,677 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,961 | TotalAmt |
| Program Services | $64,178 | ProgramServicesAmt |
| Management And General | $17,727 | ManagementAndGeneralAmt |
| Fundraising | $23,056 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,621 | TotalAmt |
| Program Services | $58,835 | ProgramServicesAmt |
| Management And General | $16,508 | ManagementAndGeneralAmt |
| Fundraising | $21,278 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,587 | TotalAmt |
| Program Services | $66,121 | ProgramServicesAmt |
| Management And General | $18,583 | ManagementAndGeneralAmt |
| Fundraising | $18,883 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,296 | TotalAmt |
| Program Services | $15,279 | ProgramServicesAmt |
| Management And General | $4,376 | ManagementAndGeneralAmt |
| Fundraising | $5,641 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,375 | TotalAmt |
| Management And General | $50,375 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,714 | TotalAmt |
| Program Services | $668,071 | ProgramServicesAmt |
| Management And General | $172,648 | ManagementAndGeneralAmt |
| Fundraising | $177,995 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,458 | TotalAmt |
| Program Services | $31,484 | ProgramServicesAmt |
| Management And General | $9,290 | ManagementAndGeneralAmt |
| Fundraising | $11,684 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,715 | TotalAmt |
| Program Services | $39,721 | ProgramServicesAmt |
| Management And General | $11,353 | ManagementAndGeneralAmt |
| Fundraising | $14,641 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,775 | TotalAmt |
| Program Services | $190,933 | ProgramServicesAmt |
| Management And General | $49,242 | ManagementAndGeneralAmt |
| Fundraising | $46,600 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,319 | TotalAmt |
| Management And General | $45,319 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,669 | TotalAmt |
| Program Services | $20,940 | ProgramServicesAmt |
| Management And General | $5,998 | ManagementAndGeneralAmt |
| Fundraising | $7,731 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| USAID | $39,815 | $39,815 | ||
| Finders Fee | $35,450 | $20,982 | $6,005 | $8,463 |
| Program Grant Implementation | $1,155,225 | $839,862 | $240,487 | $74,876 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,835,498 | TotalAmt |
| Program Services | $13,974,077 | ProgramServicesAmt |
| Management And General | $1,022,476 | ManagementAndGeneralAmt |
| Fundraising | $838,945 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,657,397 | BOYAmt |
| EOY | $8,234,019 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,230,775 | BOYAmt |
| EOY | $565,202 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,853 | BOYAmt |
| EOY | $394,309 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370 | BOYAmt |
| EOY | $10,973 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,002 | BOYAmt |
| EOY | $64,710 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370,397 | BOYAmt |
| EOY | $9,269,213 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862,894 | BOYAmt |
| EOY | $1,838,411 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,091 | BOYAmt |
| EOY | $455,043 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $96,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,998,003 | BOYAmt |
| EOY | $2,631,016 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,536 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,337,524 | BOYAmt |
| EOY | $5,020,470 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $988,139 | BOYAmt |
| EOY | $1,664,079 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,044,734 | BOYAmt |
| EOY | $2,584,664 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,873 | BOYAmt |
| EOY | $4,248,743 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,370,397 | BOYAmt |
| EOY | $9,269,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $705,605 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $510,265 | 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 | $11,847,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,811,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,811,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,040,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,289,433 | CurrentTaxYearAmt |
| Total | $66,800,155 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,847,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,811,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,811,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,040,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,289,433 | CurrentTaxYearAmt |
| Total | $66,800,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $33,802,985 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,997,170 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23 | CurrentTaxYearAmt |
| Total | $77,293 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,877,448 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,952,121 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.00000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Rev Etc Audited Fincl Stmt | $8,062,866 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $752,088 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,363,934 | OtherRevenueAmt |
| Revenue Not Reported | $2,116,022 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,946,844 | RevenueSubtotalAmt |
| Other Revenues Not Included | $10,594,259 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,594,259 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,541,103 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,534,786 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $752,088 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,541,017 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,293,105 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,241,681 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $10,593,817 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $10,593,817 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,835,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART IV, LINE 2B | Trust, Escrow, and Custodial Arrangements: The Organization assists its affiliates around the world in setting up their own organizations to administer Junior Achievement programs. The Organization holds funds on behalf of these affiliates for their expenses. These are included in cash and contributions receivable on the statement of financial position and total $3,771,852 and $379,272, respectively, as of June 30, 2017. |
| SCHEDULE D, PART X, LINE 2 | Uncertain Tax Positions: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| SCHEDULE D, PART XI, LINE 2D | Book and Tax Difference: Revenue of entities consolidated in financials, excluded for 990 purposes 1,363,934 |
| SCHEDULE D, PART XI, LINE 4B | Book and tax difference: Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 10,593,817* Foreign Currency Exchange Loss 442 Total 10,594,259 |
| SCHEDULE D, PART XII, LINE 2D | Book and Tax Difference: Expense of entities consolidated in financials, excluded for 990 purposes 1,541,017 |
| SCHEDULE D, PART XII, LINE 4B | Book and Tax Difference: Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 10,593,817* * The organization assumes acknowledgment responsibility for these grants. This is the most efficient approach with numerous member nations benefitting from an individual grant. Therefore, the organization includes the grant revenue and grant expense on form 990. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Grantmaking | $857,349 | |||
| North America | Grantmaking | $695,319 | |||
| South America | Grantmaking | $1,317,226 | 2 | 7 | |
| Europe (Including Iceland and Greenland) | Grantmaking | $3,538,891 | |||
| Middle East and North Africa | Grantmaking | $2,255,530 | 1 | 10 | |
| Russia and the Newly Independent States | Grantmaking | $295,500 | |||
| East Asia and the Pacific | Fundraising | ||||
| Sub-Saharan Africa | Fundraising | 1 | 6 | ||
| Europe (Including Iceland and Greenland) | Fundraising | ||||
| North America | Fundraising | ||||
| Central America and the Caribbean | Program Services | $12,266 | Economic Education Prg | ||
| Russia and the Newly Independent States | Program Services | $12,266 | Economic Education Prg | ||
| East Asia and the Pacific | Program Services | $24,532 | Economic Education Prg | ||
| South America | Program Services | $428,877 | Economic Education Prg | ||
| Middle East and North Africa | Program Services | $24,532 | Economic Education Prg | ||
| Europe (Including Iceland and Greenland) | Program Services | $267,386 | Economic Education Prg | ||
| Sub-Saharan Africa | Program Services | $24,532 | Economic Education Prg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 23 | SubtotalEmployeesCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Subtotal Spent | $9,754,206 | SubtotalSpentAmt |
| Total Spent | $9,754,206 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (47 entries)
| RegionRegionTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|
| Central America and the Caribbean | $120,381 | Wire Transfr |
| Central America and the Caribbean | $115,546 | Wire Transfr |
| Central America and the Caribbean | $234,386 | Wire Transfr |
| Central America and the Caribbean | $63,100 | Wire Transfr |
| Central America and the Caribbean | $69,750 | Wire Transfr |
| Central America and the Caribbean | $144,000 | Wire Transfr |
| Central America and the Caribbean | $20,960 | Wire Transfr |
| Central America and the Caribbean | $15,016 | Wire Transfr |
| Central America and the Caribbean | $10,500 | Wire Transfr |
| Central America and the Caribbean | $8,460 | Wire Transfr |
| Central America and the Caribbean | $9,500 | Wire Transfr |
| Central America and the Caribbean | $11,796 | Wire Transfr |
| Europe (Including Iceland and Greenland) | $2,772,194 | Wire Transfr |
| Europe (Including Iceland and Greenland) | $292,170 | Wire Transfr |
| Europe (Including Iceland and Greenland) | $182,467 | Wire Transfr |
| Europe (Including Iceland and Greenland) | $22,150 | Wire transfr |
| Europe (Including Iceland and Greenland) | $15,500 | Wire Transfr |
| Europe (Including Iceland and Greenland) | $13,900 | Wire transfr |
| Europe (Including Iceland and Greenland) | $35,000 | Wire transfr |
| Europe (Including Iceland and Greenland) | $49,000 | wire Transfr |
| Middle East and North Africa | $1,570,200 | Wire Transfr |
| Middle East and North Africa | $234,830 | Wire transfr |
| Middle East and North Africa | $175,000 | Wire transfr |
| Middle East and North Africa | $62,300 | Wire transfr |
| Middle East and North Africa | $68,500 | Wire transfr |
| Middle East and North Africa | $23,200 | Wire Transfr |
| Middle East and North Africa | $13,000 | Wire transfr |
| Middle East and North Africa | $35,500 | Wire transfr |
| Middle East and North Africa | $11,000 | Wire transfr |
| Middle East and North Africa | $25,000 | Wire Transfr |
| Middle East and North Africa | $21,000 | Wire Transfr |
| Middle East and North Africa | $10,500 | Wire transfr |
| North America | $602,637 | Wire Transfr |
| North America | $92,682 | Wire transfr |
| Russia and the Newly Independent States | $252,500 | Wire Transfr |
| Russia and the Newly Independent States | $43,000 | Wire Transfr |
| South America | $560,637 | Wire transfr |
| South America | $137,391 | Wire transfr |
| South America | $146,655 | Wire Transfr |
| South America | $127,200 | Wire Transfr |
| South America | $113,673 | Wire Transfr |
| South America | $57,550 | Wire Transfr |
| South America | $76,250 | Wire Transfr |
| South America | $95,000 | Wire Transfr |
| Central America and the Caribbean | $30,000 | Wire Transfr |
| Europe (Including Iceland and Greenland) | $150,000 | Wire Transfr |
| Middle East and North Africa | $5,500 | Wire transfr |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 47 | Total501c3OrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | Organization's procedures for monitoring the use of grant funds: Grants are to JA or member nations only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organization's grant steward or directly to the donor. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| Junior Achievement USA | ||||||
| One Education Wy | Colorado Springs | CO | 80906 | 841267604 | 501(c)(3) | $1,045,222 |
| JA OF THE MICHIGAN GREAT LAKES INC | ||||||
| 2650 E Beltline SE Suite B | Grand Rapids | MI | 49546 | 381557861 | 501(c)(3) | $55,060 |
| JA OF TAMPA BAY INC | ||||||
| 13805 58th Street N Suite 2-140 | Clearwater | FL | 33760 | 591098499 | 501(c)(3) | $15,000 |
| JA of Southeast Texas Inc | ||||||
| 2115 East Governors Circle | Houston | TX | 77092 | 741153957 | 501(c)(3) | $31,500 |
| JA OF NEW YORK INC | ||||||
| 420 Lexington Ave Ste 205 | New York | NY | 10170 | 133031828 | 501(c)(3) | $56,500 |
| JA OF CHICAGO INC | ||||||
| 651 W Washington Blvd 404 | Chicago | IL | 60661 | 362170141 | 501(c)(3) | $20,308 |
| JA of Idaho Inc | ||||||
| 1303 E Central Drive | Meridian | ID | 83642 | 826008991 | 501(c)(3) | $12,500 |
| JA OF NORTHERN CALIFORNIA INC | ||||||
| 3003 Oak Rd Suite 109 | Walnut Creek | CA | 94597 | 941322179 | 501(c)(3) | $30,000 |
| JA OF NORTHEASTERN NEW YORK INC | ||||||
| 8 Stanley Circle | Latham | NY | 12110 | 141429763 | 501(c)(3) | $12,500 |
| JA OF EAST TENNESSEE INC | ||||||
| 2135 North Charles G Seivers Blvd | Clinton | TN | 37716 | 620810145 | 501(c)(3) | $25,000 |
| JA OF SOUTHERN COLORADO INC | ||||||
| 419 West Bijou | Colorado Springs | CO | 80905 | 846009223 | 501(c)(3) | $25,000 |
| JA OF THE BLUEGRASS INC | ||||||
| 1092 Duval St Ste240 | Lexington | KY | 40515 | 610606480 | 501(c)(3) | $25,000 |
| JA OF WASHINGTON | ||||||
| 1700 Westlake Avenue N | Seattle | WA | 98109 | 910604913 | 501(c)(3) | $25,000 |
| JA OF ARIZONA INC | ||||||
| 636 W Southern Avenue | Tempe | AZ | 852824508 | 860184349 | 501(c)(3) | $25,000 |
| JA OF GREATER WASHINGTON INC | ||||||
| 1050 17th Street NW Ste 750 | Washington | DC | 20036 | 540788947 | 501(c)(3) | $34,000 |
| JA of South Florida | ||||||
| 1130 Coconut Creek Blvd | Coconut Creek | FL | 33066 | 590871446 | 501(c)(3) | $17,435 |
| JA of Southern California Inc | ||||||
| 6250 Forest Lawn Drive | Los Angeles | CA | 90068 | 951799192 | 501(c)(3) | $28,500 |
| JA OF NEW JERSEY INC | ||||||
| 4365 Route 1 South | Princeton | NJ | 08540 | 221774147 | 501(c)(3) | $26,088 |
| JA OF NORTHERN NEW ENGLAND INC | ||||||
| 400 Fifth Avenue Suite 300 | Waltham | MA | 02451 | 042127020 | 501(c)(3) | $9,500 |
| JA OF ROCKY MOUNTAIN INC | ||||||
| 1445 Market Suite 200 | Denver | CO | 80202 | 840430495 | 501(c)(3) | $11,149 |
| JA of Greater Miami Inc | ||||||
| 13490 NW 7 Avenue | North Miami | FL | 33168 | 590807486 | 501(c)(3) | $19,335 |
| JA of Middle Tennessee Inc | ||||||
| 120 Powell Place | Nashville | TN | 37204 | 620582571 | 501(c)(3) | $17,196 |
| JA of Sacramento | ||||||
| 3800 Watt Avenue Suite 165 | Sacramento | CA | 95821 | 946080866 | 501(c)(3) | $10,000 |
| JA OF PUERTO RICO | ||||||
| 356 Ensenada Suite 201 | San Juan | PR | 11111 | 660273258 | 501(c)(3) | $14,709 |
| JA of Delaware Valley Inc | ||||||
| 993 Old Eagle School Rd | Wayne | PA | 19087 | 231386172 | 501(C)(3) | $25,000 |
| JA of the UPPER MIDWEST | ||||||
| 1800 White Bear Avenue North | Maplewood | MN | 55109 | 411424988 | 501(C)(3) | $8,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | Organization's procedures for monitoring use of grant funds: Grants are to US area JA offices only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asheesh Advani | ||||||||||||||
| President & CEO | $390,933 | $0 | $155,180 | $0 | $990 | $0 | $124,688 | $0 | $13,209 | $0 | $685,000 | $0 | $100,000 | $0 |
| Margie Wang | ||||||||||||||
| COO & CFO | $357,190 | $0 | $56,599 | $0 | $2,956 | $0 | $83,289 | $0 | $11,889 | $0 | $511,923 | $0 | $80,832 | $0 |
| Joseph Tortora | ||||||||||||||
| Senior Director - Global Ops | $130,742 | $0 | $0 | $0 | $0 | $0 | $19,262 | $0 | $5,686 | $0 | $155,690 | $0 | $0 | $0 |
| Brandie Conforti | ||||||||||||||
| Global Head of Development | $182,813 | $0 | $10,000 | $0 | $492 | $0 | $38,715 | $0 | $0 | $0 | $232,020 | $0 | $0 | $0 |
| Elizabeth Bintliff | ||||||||||||||
| CEO JA Africa | $131,129 | $0 | $10,000 | $0 | $311 | $0 | $29,253 | $0 | $181 | $0 | $170,874 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Question 7 | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF NON-FIXED PAYMENTS: THERE ARE TWO KEY COMPONENTS OF THE EXECUTIVE COMPENSATION PHILOSOPHY OF JA WORLDWIDE: 1. REWARD FOR PERFORMANCE 2. PROVIDE REASONABLE AND COMPETITIVE PAY PACKAGES WITH THOSE OFFERED TO LEADERS OF ORGANIZATIONS COMPARABLE TO JA WORLDWIDE IN TERMS OF SIZE, COMPLEXITY AND MISSION IMPACT. AS PART OF THE REWARD FOR PERFORMANCE THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD OF GOVERNORS HAS ADOPTED THE MANAGEMENT INCENTIVE COMPENSATION PLAN (MIC). MIC IS INTENDED TO STIMULATE AND REWARD RESULTS AND ACHIEVEMENT NECESSARY TO ACCOMPLISH THE MULTIPLE OBJECTIVES OF JA WORLDWIDE'S STRATEGIC PLAN. THE MIC PLAN IS DESIGNED TO: A) MOTIVATE GROWTH IN TOTAL REVENUE AND PROGRAM IMPACT TO ENHANCE SERVICES TO THE COMMUNITY. B) LINK ACCOMPLISHMENT OF THE ORGANIZATION'S MISSION AND OBJECTIVES WITH THE COMPENSATION OF THE ORGANIZATION'S MANAGERS. C) CONTROL COSTS BY PROVIDING VARIABLE COMPENSATION BASED ON PERFORMANCE TO ENHANCE AFFORDABILITY AND OFFERING A COMPETITIVE INCENTIVE AND TOTAL CASH COMPENSATION PROGRAM. D) ENHANCE THE FOCUS, MOTIVATION AND RETENTION OF KEY ORGANIZATIONAL MANAGERS. IN SETTING THE ANNUAL INCENTIVE COMPENSATION OPPORTUNITIES FOR THE MIC FOR EACH EXECUTIVE, THE COMMITTEE TARGETS THE MEDIAN OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR TARGET PERFORMANCE AND THE UPPER QUARTILE OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR SUPERIOR PERFORMANCE. THERE IS A CAP ON THE AMOUNT OF INCENTIVE THAT ANY EXECUTIVE CAN EARN FROM THE MIC. THE COMMITTEE USES DISCRETION IN DETERMINING THE LEVEL OR ACHIEVEMENT OF CERTAIN PERFORMANCE MEASUREMENTS. THE COMMITTEE ALSO ANNUALLY EXAMINES THE COMPARABLE MARKET DATA FOR THESE POSITIONS, FOLLOWING THE THREE-STEP GOVERNANCE PROCESS DESCRIBED IN THE REGULATIONS TO SECTION 4958 ON INTERMEDIATE SANCTIONS TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. THE GOVERNORS MAY, IN THEIR SOLE DISCRETION, AND AT ANY TIME, ELECT TO AMEND, SUSPEND, OR TERMINATE THE PLAN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | ORGANIZATION'S MISSION CONT. Junior Achievement is the world's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. Our financial literacy, work readiness and entrepreneurship programs empower students to make a connection between what they learn in school and how it can be applied in the real world. This enhances the relevance of their classroom learning and increases their understanding of the value of staying in school. |
| FORM 990, PART VI, SECTION A, LINE 6 & 7B | Describe circumstances for having members: The organization's members are organizations that have entered into an operating agreement with JA Worldwide. Each member has voting rights for approval of revisions made to the operating agreements and the ability to change the member fee. |
| FORM 990, PART VI, SECTION B, LINE 11B | Process to review the Form 990: The Form 990 is prepared by a third party and is reviewed by the Audit committee of the Board. A draft is supplied via a web site link for the entire Board to review before filing the final 990 with the IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED ANNUALLY TO COMPLETE AND UPDATE A CONFLICT OF INTEREST DECLARATION AS A METHOD OF DISCLOSING AND ETHICALLY RESOLVING POTENTIAL CONFLICTS OF INTEREST. SHOULD ANY TRANSACTION OR ACT OF ANY OFFICER, DIRECTOR, AND EMPLOYEE CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS, AND IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | DESCRIBE PROCESS FOR REVIEWING COMPENSATION: THE GOVERNANCE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD OF GOVERNORS, WHICH IS COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT, THE COMMITTEE CONSIDERED COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORM 990 OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN THE WRITTEN OPINION OF REASONABLENESS FROM THE INDEPENDENT COMPENSATION CONSULTANT. THIS REVIEW PROCESS IS CONDUCTED ANNUALLY AND WAS LAST DONE IN 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: JA Worldwide, Inc. makes its financial statements, governing documents, and conflict of interest policy available to the public upon request. |
| Form 990, PART VII | Compensation deliberations take into account services provided to the filing organization and its affiliates. Revenue presented in the Form 990 does not include the revenue of the 124 JA affiliates who are part of the global JA network that JA Worldwide oversees. In FYE 2017, revenue of all affiliates totaled $307,125,197. |
| FORM 990, PART XI, LINE 9 | Other changes in Net Assets: Foreign Currency exchange Loss (442) Net asset Transfers among Related Organizations 510,707 Total 510,265 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ja Africa Inc | |||||||||||||||
| 745 ATLANTIC AVENUE | BOSTON | MA | 02111 | 453557534 | CHARITABLE | DE | 501(c)(3) | line 7 | JA worldwide | Yes (true) | |||||
| JA Worldwide Americas Foundation | |||||||||||||||
| 745 ATLANTIC AVENUE | Boston | MA | 02111 | charitable | JA worldwide | Yes (true) | UY | ||||||||
| JA PUERTO RICO | |||||||||||||||
| 660273258 | CHARITABLE | 501(C)(3) | LINE 7 | NA | false | RQ | 356 ENSENADA SUITE 201 | SAN JUAN | RQ | ||||||
| JA VIRGIN ISLANDS | |||||||||||||||
| 660717603 | CHARITABLE | 501(C)(3) | LINE 7 | NA | false | VQ | PO BOX 8710 | ST THOMAS | VQ | 00801 | |||||
| JA GUAM | |||||||||||||||
| 980098267 | CHARITABLE | 501(C)(3) | LINE 7 | NA | false | GQ | SUITE 510 WGGIC BUILDING | HAGATNA | GQ | ||||||
| JA ASIA PACIFIC LIMITED | |||||||||||||||
| 745 ATLANTIC AVENUE | BOSTON | MA | 02111 | CHARITABLE | JA WORLDWIDE | Yes (true) | CH | ||||||||
| 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA Asia Pacific limited | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | 1e | TransactionTypeTxt |
| Involved | $421,111 | InvolvedAmt |
| Method Of Amount Determination | FMV-Book Value | MethodOfAmountDeterminationTxt |
Comments