2017-05-09T11:04:24-05:00 2016-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2015-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 KATUSA DELGADO KIRKWOOD INTERIM PRESIDENT 3237853510 2017-04-20 1 LIOR TEMKIN P00748170 3104773924 2017-04-20 2015 2021-01-29 14:40:06Z KATUSA DELGADO KIRKWOOD 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 3906807 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. 65 62 22 4255 0 0 2798824 3054009 434097 428572 47 41 28672 38685 3261640 3521307 0 0 0 0 2397220 1856673 0 0 696166 1342168 1352489 3739388 3209162 -477748 312145 4727088 4921227 3673102 3555096 1053986 1366131 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 2102332 428572 SEE SCHEDULE O 2102332 1 1 0 0 0 0 0 0 0 1 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 19 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 X 65 62 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 INTERIM CONTROLLER 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 GRANT AHEARN BOARD MEMBER 1.00 X 0 0 0 FRANK BALDINO EDUCATION CHAIR 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 GARY BIRKENBEUEL 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 KEITH DOLABSON TREASURER 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 PAUL GOLDSTEIN BOARD MEMBER 1.00 X 0 0 0 RANJAN GOSWAMI BOARD MEMBER 1.00 X 0 0 0 STEPHEN HARRIS HR CHAIR 1.00 X 0 0 0 DAPHNE HELMS BOARD MEMBER 1.00 X 0 0 0 MARY HELMICH BOARD MEMBER 1.00 X 0 0 0 ERICA HENRY 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 RON IMUS BOARD MEMBER 1.00 X 0 0 0 ROBERT JERNIGAN BOARD MEMBER 1.00 X 0 0 0 MONIQUE JOHNSON FIRST VICE 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 BOARD MEMBER 1.00 X 0 0 0 BIJAN KESHAVARZI BOARD MEMBER 1.00 X 0 0 0 LEONARD KORTEKAAS BOARD MEMBER 1.00 X 0 0 0 ANN KONO BOARD MEMBER 1.00 X 0 0 0 ED LAMB BOARD MEMBER 1.00 X 0 0 0 JANE E LEE BOARD MEMBER 1.00 X 0 0 0 MICHELLE LEE BOARD MEMBER 1.00 X 0 0 0 CRAIG LEVRA 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 AUDIT 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 CHAIRMAN 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 ANDREW RATNER BOARD MEMBER 1.00 X 0 0 0 TONY SARSAM BOARD MEMBER 1.00 X 0 0 0 SAM SHETH FUNDRAISING CHAIR 1.00 X 0 0 0 MARC SILVERMAN BOARD MEMBER 1.00 X 0 0 0 JOHN TIPTON BOARD MEMBER 1.00 X 0 0 0 GREGG THROGMARTIN 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 40.00 X 224189 0 43720 MARGO WHITE DIRECTOR OF EDUCATION PROGRAMMING 40.00 X 131647 0 15265 AMANDA SATTLER VP OF DEVELOPMENT 40.00 X 109442 0 23879 CHRISTINE SHREWBRIDGE VP OF DEVELOPMENT 40.00 X 115936 0 27982 581214 0 110846 4 0 1 0 0 817596 2236413 7400 3054009 PROGRAM SPONSORSHIP 611710 401000 401000 PROGRAM FEES 611710 27572 27572 428572 41 41 38685 0 38685 38685 38685 385500 817596 385500 0 3521307 428572 0 38726 271232 230547 27123 13562 1171631 656461 178139 337031 151103 82502 23439 45162 152608 95233 20537 36838 110099 66839 15861 27399 103500 61409 14894 27197 30191 17913 4344 7934 75740 34862 26468 14410 104412 69036 12910 22466 120743 82948 13354 24441 52117 31125 7649 13343 4463 4463 185428 113906 22251 49271 77415 77415 242166 148759 29060 64347 18995 11251 2736 5008 PROGRAM MATERIALS 294588 294588 VOLUNTEER RECOGNITION 27685 18262 3489 5934 ARTWORK 7400 7400 MISCELLANEOUS EXPENSES 6024 3837 776 1411 1622 976 234 412 3209162 2102332 410664 696166 241464 544382 127712 136417 402125 529582 22628 22628 35409 16257 8276322 4604361 3897750 3671961 4727088 4921227 263256 205745 151200 143538 3255706 3205813 2940 0 3673102 3555096 X -740934 -1041818 1748635 2352985 46285 54964 1053986 1366131 4727088 4921227 312145 0 X 0 1 X 1 0 X 3567852 2643615 3548134 2789824 3046609 15596034 770782 707981 654410 823480 814072 3770725 4338634 3351596 4202544 3613304 3860681 19366759 269417 246529 71251 251885 1305144 2144226 897333 614968 1233428 392416 574248 3712393 1166750 861497 1304679 644301 1879392 5856619 13510140 144 129467 89535 18719 38685 276550 144 129467 89535 18719 38685 276550 10000 10000 4338778 3481063 4292079 3642023 3899366 19653309 0.68740 0.72820 0.01410 0.01230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46224 8679 61 54964 46164 60 46224 46228 -64 46164 46285 -57 46228 46285 3 3 46285 0 0 1700000 1700000 5994620 4015358 1979262 581702 589003 -7301 3671961 X 3630126 108820 108820 3521306 0 3521306 3317981 108820 108820 3209161 0 3209161 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, 2016, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2016, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2012 TO 2016. BOWL-A-THON 317183 281348 35835 35835 GOLF TOURNAMENT 470618 238775 231843 231843 7 415295 297473 117822 117822 1203096 817596 385500 385500 385500 0 X X 0 0 0 0 0 0 0 0 0 BRIAN WILLIAMS PRESIDENT & CEO 224189 0 0 0 0 0 36520 0 7200 0 267909 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: FRANK BALDINO GREG CRAIG MONIQUE JOHNSON THOMAS E. MCCARTHY PAUL MCGUNNIGLE ALAN ORECHWA NEETA PATEL SAM SHETH FORM 990, PART VI, SECTION B, LINE 11 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.