2016-05-16T10:57:14-05:00 2015-06-30 132550103 D'ARCANGELO & CO LLP 800 WESTCHESTER AVE SUITE N-400 RYE BROOK NY 105731301 990 2014-07-01 133001065 JUNIOR ACHIEVEMENT OF THE HUDSON VALLEY INC JUNI 9145249760 12 HAMILTON PLACE NO 2 TARRYTOWN NY 105913404 CHRISTOPHER LEVENDOS CHAIRMAN 9145249760 2016-05-13 1 ALFRED F THOBEN P00836295 9146944600 2016-05-11 2014 2016-08-17 19:52:53Z CHRISTOPHER LEVENDOS 12 HAMILTON PLACE SUITE 2 TARRYTOWN NY 105913404 267579 0 X HTTP://HUDSONVALLEY.JA.ORG/ X 1973 NY INSPIRE AND PREPARE YOUNG PEOPLE TO BE SUCCESSFUL IN A GLOBAL ECONOMY. 14 14 4 0 0 0 263761 176860 0 0 242 369 19942 45781 283945 223010 0 0 0 0 143914 81339 0 0 8818 197034 119890 340948 201229 -57003 21781 59514 32796 213452 168121 -153938 -135325 TO INSPIRE AND PREPARE YOUNG PEOPLE TO BE SUCCESSFUL IN A GLOBAL ECONOMY. 0 0 160007 108636 PROVIDE EDUCATION PROGRAMS TO STUDENTS IN GRADES K TO 12, WHICH EXTENDS STUDENTS SKILL, KNOWLEDGE AND MOTIVATION TO BE SUCCESSFUL IN SCHOOL, IN THE WORKPLACE AND IN LIFE. THE EDUCATIONAL FOCUS IS TO PROVIDE CURRICULUM IN WORKFORCE READINESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP. IN THE 2014-15 SCHOOL YEAR 6,485 STUDENTS BENEFITED FROM THE JA EXPERIENCE IN 260 CLASSROOMS WITH 412 VOLUNTEERS AND COMMUNITY PARTNERSHIP PROGRAMS IN THE HUDSON VALLEY, PROVIDING 38,058 CLASSROOM INSTRUCTIONAL HOURS. THE GOAL IN THE 2015-16 SCHOOL YEAR IS TO CONTINUE THE GROWTH IN STUDENT OUTREACH. 160007 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 NY X X THE ORGANIZATION 9145249760 12 HAMILTON PLACE NO 2 TARRYTOWN NY 105913404 X EDWARD ANKUDAVICH BOARD SECRETARY/DIRECTOR 2.00 X X 0 0 0 CHRISTOPHER D LEVENDOS BOARD CHAIRMAN/DIRECTOR 4.00 X X 0 0 0 MARLINE GRANT DIRECTOR 1.00 X 0 0 0 JAMES B WHITE DIRECTOR 1.00 X 0 0 0 JIM FOSINA VICE PRESIDENT/DIRECTOR 3.00 X X 0 0 0 MARIE GALLAGHER DIRECTOR 1.00 X 0 0 0 PETER DENICOLA DIRECTOR 1.00 X 0 0 0 JOHN P COLE DIRECTOR 1.00 X 0 0 0 JOHN M GALLAGHER BOARD TREASURER/DIRECTOR 1.00 X X 0 0 0 SHARON GORMAN DIRECTOR 1.00 X 0 0 0 SPENCER SCHWARTZ DIRECTOR 1.00 X 0 0 0 MICHAEL BELLACH DIRECTOR 1.00 X 0 0 0 CHARLES HALL DIRECTOR 1.00 X 0 0 0 LEIGH J ABRAMS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 68224 4000 104636 176860 369 369 90350 68224 44569 45781 45781 223010 0 0 46150 75199 63919 7520 3760 128 96 17 15 6012 4449 782 781 7631 5085 814 1732 7600 5700 1140 760 28088 23875 2809 1404 1577 1166 205 206 12039 12039 27481 27481 2799 2799 PROGRAM MATERIALS 22716 22716 OTHER EXPENSES 6758 6758 CREDIT CARD AND OTHER P 3201 2721 320 160 201229 160007 32404 8818 39738 18858 3600 3158 148 2100 0 68424 68424 0 0 8978 6180 4950 4600 59514 32796 132536 87654 80916 80467 213452 168121 X -153938 -135325 -153938 -135325 59514 32796 21781 -3168 0 X X 1 X 0 1 0 X 317882 308561 287501 263761 176860 1354565 317882 308561 287501 263761 176860 1354565 422029 932536 179 205 211 242 369 1206 24439 -2051 8288 19942 45781 96399 1452170 0.64220 0.68600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7139 7139 0 61285 61285 0 0 RENT DEPOSIT 1750 PROGRAM MATERIALS ON HAND 2850 4600 X 219842 -3168 -3168 223010 0 223010 201229 0 201229 0 201229 PART X, LINE 2: INCOME TAXES THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM NEW YORK STATE INCOME TAXES. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE WHEREBY DONORS QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). THE ORGANIZATIONS ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. INFORMATION RETURNS FOR THE YEARS ENDED JUNE 30, 2011 TO 2014 ARE SUBJECT TO AUDIT BY THE APPLICABLE TAXING JURISDICTIONS. LEADERSHIP DINNER 79989 39350 40639 10763 5360 GOLF OUTING 50157 11000 39157 23143 942 1 28428 17874 10554 4361 158574 68224 90350 33906 10663 44569 45781 ORGANIZATION STAFF 12 HAMILTON PLACE SUITE 2 TARRYTOWN NY 105913404 FORM 990, PART VI, SECTION A, LINE 7A THE ESTABLISHED BOARD, BASED ON THE BY-LAWS OF THE CORPORTATION, SPONSORS NEW MEMBERS OF THE BOARD AND VOTES ON INVITING THE NEW MEMBER TO JOIN THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THE BOARD DOES NOT ASSIGN GOVERNANCE MATTERS TO SEPARATE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD HAS DELEGATED THE REVIEW OF THE FORM 990 AND OTHER FINANCIAL INFORMATION TO THE KEY MEMBERS OF MANAGEMENT CONSISTING OF THE EXECUTIVE DIRECTOR AND VICE PRESIDENT OF FINANCE AND ADMINISTRATION. THE INITIAL DRAFT OF FORM 990 WAS SUBMITTED TO THOSE REPRESENTATIVES FOR REVIEW AND COMMENT ON THE ORGANIZATIONAL INFORMATION DISCLOSED. CHANGES AS REQUIRED WERE MADE TO REFLECT THE REVIEW COMMENTS. A REVISED DRAFT WAS SUBMITTED AND COPIES WERE E-MAILED TO ALL THE BOARD MEMBERS WITH A REQUEST THAT THEY REVIEW THE FORM 990 AND CONTACT THE EXECUTIVE DIRECTOR WITH ANY QUESTIONS WITHIN A WEEK OF RECEIVING THE FORM AND A NOTATION THAT THE RETURN HAD BEEN REVIEWED IN DETAIL BY THE KEY MEMBERS OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD COMPLETES A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR. ANY ANSWERS INDICATING A POSSIBLE CONFLICT OF INTEREST ARE REVIEWED BY THE CHAIRMAN. THE ORGANIZATION HAS A POLICY OF NOT DOING BUSINESS WITH MEMBERS OF THE BOARD OR FORMER MEMBERS. THERE IS RARELY ANYTHING THAT HAS BEEN REPORTED ON THE QUESTIONNAIRE. IN THE EVENT THAT SOMETHING IS REPORTED, THE CHAIRMAN WILL EVALUATE WHETHER THE REPORTED MATTER REPRESENTS A MINOR CONFLICT NOT LIKELY TO EFFECT THE PERSONS RESPONSIBILITIES AS A BOARD MEMBER, OR COULD REPRESENT A SERIOUS CONFLICT THAT COULD COMPROMISE ACTIONS TAKEN BY THE BOARD. MINOR CONFLICTS WOULD BE DISCUSSED WITH THE BOARD MEMBER TO OUTLINE ANY RESTRICTION THAT COULD RESULT FROM THE CONFLICT IN CONDUCTING BOARD BUSINESS. A SERIOUS CONFLICT WOULD LIKEWISE BE DISCUSSED AND THE BOARD MEMBER REQUESTED TO RESIGN. AS INDICATED, DUE TO THE NATURE OF THE ORGANIZATION, THE ACTION THAT WOULD BE TAKEN UPON REPORTING A CONFLICT IS HYPOTHETICAL AS BOARD MEMBERS ARE INTERVIEWED PRIOR TO JOINING THE BOARD AND REQUIRED TO REPORT ANY CONFLICTS PRIOR TO BEING APPOINTED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEW ANNUALLY THE SALARY OF THE PRESIDENT (WHO IS THE CEO OF THE ORGANIZATION AND SERVES AS A NONVOTING MEMBER OF THE BOARD). MEMBERS OF THE BOARD ARE GENERALLY BUSINESS EXECUTIVES WORKING IN THE LOCAL COMMUNITY. THE BOARD DISCUSSES LOCAL SALARY AND BENEFIT PACKAGES FOR OTHER CEO'S OF SIMILAR ORGANIZATIONS, AND CONSIDER THE ORGANIZATION'S FINANCES IN MAKING A FINAL DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST MADE TO THE ORGANIZATION'S OFFICE. THE DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE, OR MAY BE MADE AVAILABLE BY E-MAIL OF THE DOCUMENTS REQUESTED. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE REVIEWS THE AUDIT REQUIREMENTS AND THE RELATIONSHIP WITH THE AUDITORS PROPOSED AND REPORT TO THE ENTIRE BOARD FOR A VOTE TO APPOINT THE AUDITORS. THE FINANCE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING THE DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND DRAFT FORM 990 TO ASSURE THAT THE FINANCIAL STATEMENTS ARE PROPERLY STATED AND PROPERLY REFLECT THE FINANCIAL POSITION AND ACTIVITIES OF THE ORGANIZATION. JUNIOR ACHIEVEMENT USA ONE EDUCATION WAY COLORADO SPRINGS CO 80906 841267604 PROVIDE LEADERSHIP TO SEPARATELY INCORPORATED JUNIOR ACHIEVEMENT ORG CO 501(C)(3) PUBLIC CHARITY 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 JUNIOR ACHIEVEMENT USA - LICENSING FEES B 27481 FAIR MKT VALUE JUNIOR ACHIEVEMENT WORLDWIDE - PURCHASE OF ED MATERIAL USED IN PROGRAMS H 18731 FAIR MKT VALUE JUNIOR ACHIEVEMENT WORLDWIDE - PAYMENT FOR SHARED HEALTH AND LIAB INSURANCE R 2927 FAIR MKT VALUE JUNIOR ACHIEVEMENT WORLDWIDE - SHARED REVENUE C 14690 FAIR MKT VALUE