ACHIEVEMENT FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ACHIEVEMENT FOUNDATION INC (EIN 13-6130107)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2016-05-16
IRS object ID: 201621379349302502
Schema version: 2014v6.0
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 I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-16T09:39:45-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	111986323	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET FLOOR 38	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136130107	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACHIEVEMENT FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ACHI	BusinessNameControlTxt
Phone	8606130315	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	460 SMITH STREET NO K	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL HANNIGAN JR	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	8606130315	PhoneNum
Signature	2016-05-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOUGLAS FARRINGTON	PreparerPersonNm
PTIN	P00370668	PTIN
Phone	6178075000	PhoneNum
Preparation	2016-05-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PAUL BRADY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	460 SMITH STREET	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,148,263	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ACHIEVEMENTFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	THE ACHIEVEMENT FOUNDATION, BY USING ITS FINANCIAL RESOURCES, DEDICATES ITSELF TO DEVELOPING A BETTER UNDERSTANDING OF THE FREE ENTERPRISE SYSTEM BY YOUNG PEOPLE. THE ACHIEVEMENT FOUNDATION MAKES GRANTS TO OTHER NONPROFIT ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S MISSION, MAKES LOANS TO JUNOIR ACHIEVEMENT AREAS IN FINANCIAL NEED, AND MAKES SCHOLARSHIPS TO STUDENTS WHO HAVE COMPLETED JUNIOR ACHIEVEMENT PROGRAMS.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$15,750	PYContributionsGrantsAmt
CY Contributions Grants	$13,448	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$470,156	PYInvestmentIncomeAmt
CY Investment Income	$533,732	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$485,906	PYTotalRevenueAmt
CY Total Revenue	$547,180	CYTotalRevenueAmt
PY Grants And Similar Paid	$135,093	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$164,109	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$72,772	PYOtherExpensesAmt
CY Other Expenses	$71,575	CYOtherExpensesAmt
PY Total Expenses	$207,865	PYTotalExpensesAmt
CY Total Expenses	$235,684	CYTotalExpensesAmt
PY Revenues Less Expenses	$278,041	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$311,496	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,909,125	TotalAssetsBOYAmt
Total Assets EOY	$4,536,878	TotalAssetsEOYAmt
Total Liabilities BOY	$155,925	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$167,117	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,753,200	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,369,761	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ACHIEVEMENT FOUNDATION, BY USING ITS FINANCIAL RESOURCES, DEDICATES ITSELF TO DEVELOPING A BETTER UNDERSTANDING OF THE FREE ENTERPRISE SYSTEM BY YOUNG PEOPLE. THE ACHIEVEMENT FOUNDATION MAKES GRANTS TO OTHER NONPROFIT ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S MISSION, MAKES LOANS TO JUNIOR ACHIEVEMENT AREAS IN FINANCIAL NEED, AND MAKES SCHOLARSHIPS TO STUDENTS WHO HAVE COMPLETED JUNIOR ACHIEVEMENT PROGRAMS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$118,500	ExpenseAmt
Grant	$118,500	GrantAmt
Desc	THE FOUNDATION MADE GRANTS TO NONPROFIT ORGANIZATIONS WHICH DEVELOP A BETTER UNDERSTANDING OF THE FREE ENTERPRISE SYSTEM IN YOUNG PEOPLE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	THE FOUNDATION MAKES LOANS TO SPECIFIC JUNIOR ACHIEVEMENT PROGRAMS IN FINANCIAL NEED. THESE LOANS ARE REPAID AT NO INTEREST IF THE LOANS ARE REPAID ACCORDING TO THE AGREED UPON SCHEDULE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$45,609	ExpenseAmt
Grant	$45,609	GrantAmt
Desc	THE FOUNDATION MAKES TWO SCHOLARSHIP PROGRAMS AVAILABLE TO GRADUATES OF JUNIOR ACHIEVEMENT HIGH SCHOOL PROGRAMS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$164,109	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAUL BRADY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8606130315	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	460 SMITH STREET SUITE K	AddressLine1Txt
City	MIDDLETOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06457	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
ALFRED LEE BRIGHT
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
MIKE HANNIGAN JR
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
NORMAN FLEMING
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
R CHADWICK PAUL JR
CHAIRMAN	1.00	Yes (X)	$0	$0	$0	Yes (X)
CHRIS WHITE
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
CAROL MOZAK-WOLFF
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
ANTHONY SCHOPP
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JACK KOSAKOWSKI
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
KURT SNYDER
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
BONNAE MESHULAM
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$13,448	AllOtherContributionsAmt
Total Contributions	$13,448	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$108,500	TotalRevenueColumnAmt
Exclusion	$108,500	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,026,315	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,601,083	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$425,232	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$425,232	TotalRevenueColumnAmt
Exclusion	$425,232	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$547,180	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$533,732	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$118,500	TotalAmt
Program Services	$118,500	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$45,609	TotalAmt
Program Services	$45,609	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$6,754	TotalAmt
Management And General	$6,754	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$18,009	TotalAmt
Management And General	$18,009	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$38,398	TotalAmt
Management And General	$38,398	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$62	TotalAmt
Management And General	$62	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,032	TotalAmt
Management And General	$3,032	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$484	TotalAmt
Management And General	$484	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,854	TotalAmt
Management And General	$3,854	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
TELEPHONE	$459	$459
LICENSE & PERMITS	$275	$275
POSTAGE & DELIVERY	$196	$196
PRINTING & REPRODUCTION	$52	$52

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$235,684	TotalAmt
Program Services	$164,109	ProgramServicesAmt
Management And General	$71,575	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$90,966	BOYAmt
EOY	$16,319	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$302,187	BOYAmt
EOY	$441,939	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$5,500	BOYAmt
EOY	$3,500	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,104,988	BOYAmt
EOY	$3,681,665	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$405,484	BOYAmt
EOY	$393,455	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,909,125	BOYAmt
EOY	$4,536,878	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$66,000	BOYAmt
EOY	$72,500	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$89,925	BOYAmt
EOY	$94,617	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$155,925	BOYAmt
EOY	$167,117	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,189,609	BOYAmt
EOY	$3,942,666	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$158,107	BOYAmt
EOY	$33,640	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$405,484	BOYAmt
EOY	$393,455	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,753,200	BOYAmt
EOY	$4,369,761	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,909,125	BOYAmt
EOY	$4,536,878	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$311,496	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$694,934	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$1	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	JUNIOR ACHIEVEMENT INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	841267604	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$118,500	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$118,500	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	0	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	0	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$104,317	PriorYearAmt
Current Year	$0	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$93,369	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$197,686	PriorYearAmt
Current Year	$0	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$197,686	PriorYearAmt
Current Year	$0	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$4,256,579	PriorYearAmt
Current Year	$0	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$301,379	PriorYearAmt
Current Year	$0	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$4,557,958	PriorYearAmt
Current Year	$0	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$4,557,958	PriorYearAmt
Current Year	$0	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$68,369	PriorYearAmt
Current Year	$0	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$4,489,589	PriorYearAmt
Current Year	$0	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$157,136	PriorYearAmt
Current Year	$0	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$157,136	PriorYearAmt
Current Year	$0	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$197,686	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$168,033	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$157,136	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$168,033	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$168,033	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$164,109	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$24,173	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$188,282	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$118,500	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$168,033	CYDistributableAsAdjustedAmt
CY Distribution Yr	0.705	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$168,033	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$0	CyovAppliedUnderdistrCPYAmt
Excess Distribution Cyov	$0	ExcessDistributionCyovAmt
CY Total Annual Distributions	$188,282	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
CY Distri App Distributable	$168,033	CYDistriAppDistributableAmt
Excess Distribution	$20,249	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$20,249	ExcessDistriCyovToNextYrAmt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$20,249	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION A, LINE 1:	THE FUNDS OF THE FOUNDATION SHALL BE EXPENDED IN THE INTERESTS OF JUNIOR ACHIEVEMENT, INC., EITHER DIRECTLY THROUGH THAT AGENCY OR ITS DIVISIONS, OR IN THE DEVELOPMENT OF PLANS AND PROCEDURES BY OTHER AGENCIES IN THE PROMULGATION AND ADAPTATION OF PROGRAMS FOR ITS OPERATIONS.
PART IV, SECTION D, LINE 2:	ACHIEVEMENT FOUNDATION BOARD MEMBER JACK KOSAKOWSKI IS THE PRESIDENT OF THE JUNIOR ACHIEVEMENT BOARD OF DIRECTORS WHICH IS THE SUPPORTED ORGANIZATION

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$405,482	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$12,027	InvestmentEarningsOrLossesAmt
End Year Balance	$393,455	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$378,918	BeginningYearBalanceAmt
Investment Earnings Or Losses	$26,564	InvestmentEarningsOrLossesAmt
End Year Balance	$405,482	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$367,702	BeginningYearBalanceAmt
Investment Earnings Or Losses	$11,216	InvestmentEarningsOrLossesAmt
End Year Balance	$378,918	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$385,471	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$17,769	InvestmentEarningsOrLossesAmt
End Year Balance	$367,702	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$354,130	BeginningYearBalanceAmt
Investment Earnings Or Losses	$31,341	InvestmentEarningsOrLossesAmt
End Year Balance	$385,471	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PERPETUAL TRUST HELD BY HORACE A. MOSES	$257,491	F
ESTATE OF S. BAYARD COLGATE	$113,853	F
ESTATE OF ERNEST W. WOOD	$22,111	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$393,455	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	SCHOLARSHIPS PAYABLE	Desc
Amt	$94,617	Amt

Field	Value	IRS element (for citing)
Total Liability	$94,617	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	-$147,755	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$694,935	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$694,935	RevenueNotReportedAmt
Revenue Subtotal	$547,180	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$547,180	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$235,684	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$235,684	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$235,684	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE FUNDS ARE USED FOR THE EXPANSION OF THE WORK OF JUNIOR ACHIEVEMENT INC TO NEW AREAS OR FOR STUDIES IN THE IMPROVEMENT OF THE PROGRAM. THEY ARE ALSO USED FOR SPECIAL TRAINING AND RECRUITING FILMS.

PART X, LINE 2:

THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE. AS SUCH, THE FOUNDATION IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON INCOME RELATED TO ITS TAX EXEMPT PURPOSE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2015 AND 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
JA OF CENTRAL FLORIDA
841267604	$7,500	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF WESTERN KENTUCKY
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF GREATER SAINT LOUIS
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF NORTHERN INDIANA
841267604	$7,500	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF KENTUCKIANA
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF SOUTHWESTERN INDIANA
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF SOUTH DAKOTA
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF NORTHERN CALIFORNIA
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF WESTERN PENNSYLVANIA
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF CENTRAL MARYLAND
841267604	$10,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF ROCKY MOUNTAINS
841267604	$5,000	SUPPORT OF EDUCATIONAL PROGRAMS
JA OF ALASKA
841267604	$6,000	SUPPORT OF EDUCATIONAL PROGRAMS
YOUTHBIZ INC
841212586	$6,000	SUPPORT OF EDUCATIONAL PROGRAMS
(no name)
		SUPPORT OF EDUCATIONAL PROGRAMS
(no name)
		SUPPORT OF EDUCATIONAL PROGRAMS

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (15 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
CHELSEA COOK, UNIVERSITY OF MIAMI	1	$2,000
JOSUEL PLASENCIA, BABSON COLLEGE	1	$5,000
TERRY LIN, UNIVERSITY OF PENSYLVANIA	1	$1,000
WILHELM THURSTON, UNIVERSITY OF MISSOURI	1	$2,000
JENNA RACHEL KAHN, UNIVERSITY OF GEORGIA	1	$1,000
GREGORY LOMSADZE, YALE UNIVERSITY	1	$5,000
ZACHARY TERZIC, UNIVERSITY OF DENVER	1	$5,000
BILAL GUTU, DARTMOUTH COLLEGE	1	$1,000
SHANEL STEWART, MISSISSIPPI STATE UNIVERSITY	1	$1,000
MIA ROHR, JOHN PAUL THE GREAT CATHOLIC UNIVERSITY	1	$5,000
NICHOLAS WELTHY, AMERICAN UNIVERSITY	1	$5,000
CHRYSTINA CHENG, UNIVERSITY OF DENVER	1	$2,500
ERICA WILLIAMS, UNIVERSITY OF GEORGIA	1	$2,000
SHONTEL STEWART, UNIVERSITY OF GEORGIA	1	$2,000
SARA HOJJAITE, GEORGIA INSTITUTE OF TECHNOLOGY	1	$2,000

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANT RECIPIENTS ARE REQUIRED TO FILE QUARTERLY REPORTS AND A FINAL ANNUAL REPORT. SCHOLARSHIP RECIPIENTS ARE REQUIRED TO FILE SEMESTER TRANSCRIPTS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	ACHIEVEMENT FOUNDATION CONTRACTS WITH AMERICAN COUNCIL OF ENGINEERING COMPANIES OF CONNECTICUT TO PROVIDE ADMINISTRATIVE SERVICES TO THE FOUNDATION. PAUL BRADY SERVES AS EXECUTIVE DIRECTOR OF THE FOUNDATION UNDER THIS CONTRACT.
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION HAS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A	THE MEMBERS ELECT THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B	YES. VARIOUS DECISONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11	A DRAFT IS EMAILED TO THE ENTIRE BOARD FOR THEIR REVIEW. THE FINAL VERSION IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER PRIOR TO SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12C	EACH BOARD MEMBER AND EXECUTIVE DIRECTO SIGNS A COPY OF THE POLICY EACH YEAR AND IT IS REPORTED AT A BOARD MEETING.
FORM 990, PART VI, SECTION C, LINE 19	UPON WRITTEN, IN PERSON OR E-MAIL REQUEST, THE ORGANIZATION WILL SEND COPIES OF TAX RETURNS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS.
FORM 990, PART XI, LINE 9:	ROUNDING -1.