2015-02-10T17:14:26-06:00 2014-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2013-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 BRIAN WILLIAMS PRESIDENT 3239571818 2015-02-06 1 LIOR TEMKIN P00748170 3104773924 2015-02-06 2013 2016-03-07 17:11:31Z BRIAN WILLIAMS 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 4292079 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. 56 56 35 4874 0 0 2643615 3548134 348585 341233 233 189 129180 89346 3121613 3978902 0 0 0 0 2541096 2339852 0 0 480181 1551055 1539172 4092151 3879024 -970538 99878 5081880 5153568 3650024 3621834 1431856 1531734 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 2864638 341233 SEE SCHEDULE O 2864638 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 24 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 X 56 56 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X MERLE BLACK SENIOR DIRECTOR OF ACCOUNTING 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 GRANT AHEARN BOARD MEMBER 1.00 X 0 0 0 AVO AMIRIAN BOARD MEMBER 1.00 X 0 0 0 FRANK BALDINO EDUCATION CHAIRMAN 1.00 X 0 0 0 FRIDA BANK BOARD MEMBER 1.00 X 0 0 0 AARON BENDIKSON 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 CHRISTOPHER CHEE BOARD MEMBER 1.00 X 0 0 0 JANET CLARDY BOARD MEMBER 1.00 X 0 0 0 GREGORY CRAIG COMMITTEE CHAIR 1.00 X 0 0 0 CAROLE CURB NEMOY BOARD MEMBER 1.00 X 0 0 0 FRED DAVIS BOARD MEMBER 1.00 X 0 0 0 GREGORY DAVIS BOARD MEMBER 1.00 X 0 0 0 STEVE DOLCEMASCHIO BOARD MEMBER 1.00 X 0 0 0 GARY DUNN BOARD MEMBER 1.00 X 0 0 0 ROBERT FLICK BOARD MEMBER 1.00 X 0 0 0 GREGORY FRANKS BOARD MEMBER 1.00 X 0 0 0 JOHN GATTI BOARD MEMBER 1.00 X 0 0 0 STEPHEN HARRIS COMMITTEE CHAIR 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 MONIQUE JOHNSON BOARD MEMBER 1.00 X 0 0 0 CYNTHIA JORDAN BOARD MEMBER 1.00 X 0 0 0 JOHN KELLY COMMITTEE CHAIR 1.00 X 0 0 0 ANN KONO BOARD MEMBER 1.00 X 0 0 0 LEONARD KORTEKAAS BOARD MEMBER 1.00 X 0 0 0 JANE E LEE BOARD MEMBER 1.00 X 0 0 0 KARLA H LEE BOARD MEMBER 1.00 X 0 0 0 CRAIG LEVRA COMMITTEE CHAIR 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 THOMAS MCCARTHY COMMITTEE CHAIR 1.00 X 0 0 0 MARK MCMORROW BOARD MEMBER 1.00 X 0 0 0 ALAN ORECHWA FINANCIAL CHAIR 1.00 X 0 0 0 NEETA PATEL FIRST VICE CHAIRMAN 1.00 X 0 0 0 FRANCES PAWLAK BOARD MEMBER 1.00 X 0 0 0 EDITH R PEREZ COMMITTEE CHAIR 1.00 X 0 0 0 ANDREW RATNER BOARD MEMBER 1.00 X 0 0 0 ED REYES BOARD MEMBER 1.00 X 0 0 0 CARY RUBINSTEIN BOARD MEMBER 1.00 X 0 0 0 MICHAEL M SCHNEIDER BOARD MEMBER 1.00 X 0 0 0 SAM SHETH COMMITTEE CHAIR 1.00 X 0 0 0 BARRY SIMMONS BOARD MEMBER 1.00 X 0 0 0 TONY SMITH BOARD MEMBER 1.00 X 0 0 0 JOHN STEPHAN BOARD MEMBER 1.00 X 0 0 0 JOHN TIPTON BOARD MEMBER 1.00 X 0 0 0 JOSEPH VIOLA BOARD MEMBER 1.00 X 0 0 0 TONY WANG BOARD MEMBER 1.00 X 0 0 0 DARCY WILSON-JONES BOARD MEMBER 1.00 X 0 0 0 IRWIN WONG BOARD MEMBER 1.00 X 0 0 0 KEITH DOLABSON TREASURER 1.00 X X 0 0 0 MARSHALL MATHISON CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 PAUL MCGUNNIGLE FACILITIES CHAIR 1.00 X X 0 0 0 BRETT RODDA SECRETARY 1.00 X X 0 0 0 BRIAN WILLIAMS PRESIDENT (START DATE: 10/1/2013) 40.00 X 53831 0 0 AMANDA SATTLER EXECUTIVE VP OF DEVELOPMENT 40.00 X 131067 0 26964 CHRISTINE SHEWBRIDGE REGIONAL EXECUTIVE DIRECTORS 40.00 X 125918 0 25834 MARGO WHITE EXECUTIVE VP OF EDUCATION 40.00 X 139060 0 29152 GARY HICKMAN FORMER PRESIDENT 20.00 X 125000 0 0 574876 0 81950 4 1 1 0 0 895217 2652917 3548134 PROGRAM SPONSORSHIP 611710 301086 301086 PROGRAM FEES 611710 40147 40147 341233 189 189 89346 0 89346 89346 89346 313177 895217 313177 0 3978902 341233 0 89535 161815 120115 16101 25599 1631115 1225024 156493 249598 232692 174391 22429 35872 171457 127393 17147 26917 142773 107455 13619 21699 41465 31099 4976 5390 81626 57577 8758 15291 67017 40612 18467 7938 137672 108267 11598 17807 182225 139758 17014 25453 43032 31815 4380 6837 21395 21395 192971 192971 108652 108652 244059 186816 26517 30726 17291 12411 1950 2930 PROGRAM MATERIALS 320702 320702 VOLUNTEER RECOGNITION 38139 29306 3526 5307 MISCELLANEOUS EXPENSES 26526 21850 1859 2817 BAD DEBT EXPENSE 16400 16400 3879024 2864638 534205 480181 209913 356931 165876 275958 351227 347967 16390 18928 66925 51800 8241626 4139642 4271549 4101984 5081880 5153568 182643 215835 103725 90921 3351915 3308604 11741 6474 3650024 3621834 X -314429 -301301 1700000 1786750 46285 46285 1431856 1531734 5081880 5153568 99878 0 X 0 1 X 1 0 X 2637201 3350563 3567852 2643615 3548134 15747365 1883694 684507 770782 707981 654410 4701374 4520895 4035070 4338634 3351596 4202544 20448739 170517 260323 256957 246529 71251 1005577 900691 897333 614968 1233428 3646420 170517 1161014 1154290 861497 1304679 4651997 15796742 772 5730 144 129467 89535 225648 772 5730 144 129467 89535 225648 2913 2913 4524580 4040800 4338778 3481063 4292079 20677300 0.76400 0.82670 0.01090 0.00680 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2009 AMOUNT: $ 2,913. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46228 -64 46164 46285 -57 46228 46285 3 3 46285 46285 4 4 46285 46285 14 14 46285 1.00000 0 0 1700000 1700000 5994620 3617630 2376990 547006 522012 24994 4101984 CAPITAL LEASE PAYABLE 6474 6474 X 4064574 85672 85672 3978902 0 3978902 3964696 85672 85672 3879024 0 3879024 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, 2014, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2014, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2010 TO 2014. BOWL-A-THON 563922 478035 85887 85887 GOLF TOURNAMENT 348647 201502 147145 147145 4 295825 215680 80145 80145 1208394 895217 313177 313177 313177 0 X X 0 0 0 0 0 0 0 0 0 AMANDA SATTLER EXECUTIVE VP OF DEVELOPMENT 131067 0 0 0 0 0 21322 0 5642 0 158031 0 0 0 CHRISTINE SHEWBRIDGE REGIONAL EXECUTIVE DIRECTORS 125918 0 0 0 0 0 20157 0 5677 0 151752 0 0 0 MARGO WHITE EXECUTIVE VP OF EDUCATION 139060 0 0 0 0 0 22832 0 6320 0 168212 0 0 0 GARY HICKMAN FORMER PRESIDENT 125000 0 0 0 0 0 0 0 0 0 125000 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 JANET CLARDY GREG CRAIG KEITH DOLABSON STEPHAN HARRIS JOHN KELLY KARLA LEE CRAIG LEVRA MARSHALL MATHISON TOM MCCARTHY PAUL MCGUNNIGLE ALAN ORECHWA NEETA PATEL EDITH R. PEREZ BRETT RODDA 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 AT OUR ANNUAL MEETING THE PRESIDENT REQUESTS ALL BOARD MEMBERS TO SIGN-OFF ON THE CONFLICT OF INTEREST POLICY FORMS. SEVERAL DAYS PRIOR TO THE MEETING THE PRESIDENT SENDS OUT THIS REQUEST TO ALL BOARD MEMBERS. HE ALSO PROVIDES SIGN-OFF FORMS AT THE MEETING TO ASSURE THAT ALL BOARD MEMBERS, WHO HAVEN'T DONE SO, HAVE SIGNED THE FORMS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENTS SALARY IS CONFIRMED BY THE EXECUTIVE COMMITTEE AND THE CHAIRMAN OF THE BOARD. WE DO PROVIDE THEM WITH A COMPENSATION SURVEY 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.