JUNIOR ACHIEVEMENT OF THE HUDSON VALLEY: Form 990, tax year 2013
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- Organization
- JUNIOR ACHIEVEMENT OF THE HUDSON VALLEY (EIN 13-3001065)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349305342
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T15:01:09-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1 |
| City | RYE BROOK | City |
| State | NY | State |
| ZIP Code | 105731301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133001065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF THE HUDSON VALLEY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 9145249760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 HAMILTON PLACE NO 2 | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 105913404 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER LEVENDOS | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9145249760 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED F THOBEN | PreparerPersonNm |
| PTIN | P00836295 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER LEVENDOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 HAMILTON PLACE SUITE 2 | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 105913404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $312,411 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://HUDSONVALLEY.JA.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | INSPIRE AND PREPARE YOUNG PEOPLE TO BE SUCCESSFUL IN A GLOBAL ECONOMY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $287,501 | PYContributionsGrantsAmt |
| CY Contributions Grants | $263,761 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $211 | PYInvestmentIncomeAmt |
| CY Investment Income | $242 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,288 | PYOtherRevenueAmt |
| CY Other Revenue | $19,942 | CYOtherRevenueAmt |
| PY Total Revenue | $296,000 | PYTotalRevenueAmt |
| CY Total Revenue | $283,945 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $181,547 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $210,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,201 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $137,223 | PYOtherExpensesAmt |
| CY Other Expenses | $130,371 | CYOtherExpensesAmt |
| PY Total Expenses | $318,770 | PYTotalExpensesAmt |
| CY Total Expenses | $340,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$22,770 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$57,003 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,514 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,299 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $213,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$97,899 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$153,938 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO INSPIRE AND PREPARE YOUNG PEOPLE TO BE SUCCESSFUL IN A GLOBAL ECONOMY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $228,978 | ExpenseAmt |
| Revenue | $194,461 | RevenueAmt |
| Desc | 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 2013-14 SCHOOL YEAR 6,214 STUDENTS BENEFITED FROM THE JA EXPERIENCE IN 260 CLASSROOMS WITH VOLUNTEERS AND COMMUNITY PARTNERSHIP PROGRAMS IN THE HUDSON VALLEY, PROVIDING OVER 30,000 CLASSROOM INSTRUCTIONAL HOURS. THE GOAL IN THE 2014-15 SCHOOL YEAR IS TO CONTINUE THE GROWTH IN STUDENT OUTREACH. | Desc |
| Total Program Service Expenses | $228,978 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | 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 | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | 0 | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9145249760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 HAMILTON PLACE NO 2 | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 105913404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTOPHER D LEVENDOS | ||||||
| BOARD CHAIRMAN/DIRECTOR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARLINE GRANT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES B WHITE | ||||||
| 1ST VICE CHAIR/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM FOSINA | ||||||
| VICE PRESIDENT/DIRECTOR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIE GALLAGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER DINICOLA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN P COLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M GALLAGHER | ||||||
| BOARD TREASURER/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHARON GORMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SPENCER SCHWARTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD ANKUDAVICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BELLACH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK CELENTANO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES HALL | ||||||
| CORPORATE SECRETARY/DIRECTOR | 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 |
| Fundraising | $76,990 | FundraisingAmt |
| Related Organizations | $20,980 | RelatedOrganizationsAmt |
| Government Grants | $6,625 | GovernmentGrantsAmt |
| All Other Contributions | $159,166 | AllOtherContributionsAmt |
| Total Contributions | $263,761 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $242 | TotalRevenueColumnAmt |
| Exclusion | $242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $48,408 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $76,990 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,466 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,942 | TotalRevenueColumnAmt |
| Exclusion | $19,942 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,184 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,914 | TotalAmt |
| Program Services | $122,327 | ProgramServicesAmt |
| Management And General | $14,391 | ManagementAndGeneralAmt |
| Fundraising | $7,196 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,500 | TotalAmt |
| Management And General | $49,500 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,597 | TotalAmt |
| Program Services | $4,143 | ProgramServicesAmt |
| Management And General | $728 | ManagementAndGeneralAmt |
| Fundraising | $726 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,566 | TotalAmt |
| Program Services | $8,559 | ProgramServicesAmt |
| Management And General | $1,504 | ManagementAndGeneralAmt |
| Fundraising | $1,503 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,200 | TotalAmt |
| Management And General | $5,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,725 | TotalAmt |
| Program Services | $7,239 | ProgramServicesAmt |
| Management And General | $1,171 | ManagementAndGeneralAmt |
| Fundraising | $2,315 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,417 | TotalAmt |
| Program Services | $6,313 | ProgramServicesAmt |
| Management And General | $1,263 | ManagementAndGeneralAmt |
| Fundraising | $841 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,671 | TotalAmt |
| Program Services | $24,370 | ProgramServicesAmt |
| Management And General | $2,867 | ManagementAndGeneralAmt |
| Fundraising | $1,434 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,022 | TotalAmt |
| Program Services | $755 | ProgramServicesAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
| Fundraising | $134 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,859 | TotalAmt |
| Management And General | $20,859 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,106 | TotalAmt |
| Program Services | $28,106 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,549 | TotalAmt |
| Program Services | $3,549 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $22,741 | $22,741 | ||
| CREDIT CARD AND OTHER P | $1,031 | $876 | $103 | $52 |
| OTHER EXPENSES | $50 | $50 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,948 | TotalAmt |
| Program Services | $228,978 | ProgramServicesAmt |
| Management And General | $97,769 | ManagementAndGeneralAmt |
| Fundraising | $14,201 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,096 | BOYAmt |
| EOY | $39,738 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,000 | BOYAmt |
| EOY | $3,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,173 | BOYAmt |
| EOY | $148 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,100 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,424 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,424 | LandBldgEquipAccumDeprecAmt |
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 | $7,772 | BOYAmt |
| EOY | $8,978 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,359 | BOYAmt |
| EOY | $4,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,400 | BOYAmt |
| EOY | $59,514 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,329 | BOYAmt |
| EOY | $132,536 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,970 | BOYAmt |
| EOY | $80,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,299 | BOYAmt |
| EOY | $213,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$97,899 | BOYAmt |
| EOY | -$153,938 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$97,899 | BOYAmt |
| EOY | -$153,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,400 | BOYAmt |
| EOY | $59,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$57,003 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $964 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $186,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,761 | CurrentTaxYearAmt |
| Total | $1,364,476 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186,771 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,882 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $287,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $263,761 | CurrentTaxYearAmt |
| Total | $1,364,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $416,197 | SubstantialContributorsTotAmt |
| Public Support Total170 | $948,279 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242 | CurrentTaxYearAmt |
| Total | $995 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$2,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,942 | CurrentTaxYearAmt |
| Total | $50,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,416,089 | TotalSupportAmt |
| Public Support CY170 | 0.66960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74600 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,139 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,285 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RENT DEPOSIT | $2,100 |
| PROGRAM MATERIALS ON HAND | $2,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,950 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $256,803 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $964 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $964 | RevenueNotReportedAmt |
| Revenue Subtotal | $255,839 | RevenueSubtotalAmt |
| Other Revenues Not Included | $28,106 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $28,106 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $283,945 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $312,842 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $312,842 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $28,106 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $28,106 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $340,948 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2010 TO 2013 ARE SUBJECT TO AUDIT BY THE APPLICABLE TAXING JURISDICTIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FRANCHISE FEE PAID TO NATIONAL ORGANIZATION 28,106. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FRANCHISE FEE PAID TO NATIONAL ORGANIZATION 28,106. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | LEADERSHIP DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $72,877 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,727 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,764 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $3,326 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF OUTING | NameOfEvent2Amt |
| Gross Receipts Event2 | $18,525 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $7,775 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,750 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,882 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $466 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $33,996 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $18,065 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,931 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,028 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $125,398 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $76,990 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $48,408 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,646 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,820 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,466 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,942 | NetIncomeSummaryAmt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION STAFF | BusinessNameLine1 |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 HAMILTON PLACE SUITE 2 | AddressLine1 |
| City | TARRYTOWN | City |
| State | NY | State |
| ZIP Code | 105913404 | ZIPCode |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT IS PROVIDED A $3,600 LOCAL TRAVEL ALLOWANCE FOR USE OF PERSONAL AUTO, PARKING AND TOLLS. THE PRESIDENT'S DUTIES REQUIRES SUBSTANTIAL LOCAL TRAVEL TO THREE NEW YORK STATE COUNTIES. THE TRAVEL ALLOWANCE IS INTENDED TO REDUCE THE ADMINISTRATIVE BURDEN OF ACCOUNTING FOR FREQUENT AND MULTIPULE LOCATION TRAVEL AND WAS SET TO PROVIDE A FAIR REIMBURSEMENT BUT ONE THAT COULD BE EXPECTED TO BE EXCEEDED BY THE USE OF A MILEAGE REIMBURSEMENT OR COST REIMBURSEMENT ACCOUNTABLE PLAN. TRAVEL TO CONFERENCES AND OTHER OUT-OF-POCKET COSTS INCURRED BY STAFF REQUIRES SUBMISSION OF RECEIPTS AND OTHER SUBSTANCIATION FOR COSTS PRIOR TO REIMBURSEMENT UNDER THE ORGANIZATION'S ACCOUNTABLE PLAN. |
| PART I, LINE 1B | TRAVEL ALLOWANCE IS LIMITED TO AN AGREED UPON AMOUNT THAT IS EXPECTED TO BE LESS THAN THE REIMBURSEMENT THAT WOULD BE PROVIDED IF THE ACTUAL MILEAGE OR COSTS WERE ACCOUNTED FOR UNDER AND THE ORGANIZATION'S ACCOUNTABLE PLAN FOR BUSINESS EXPENSES BY STAFF. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 8A | THE ORGANIZATION NORMALLY MAINTAINS MINUTES OF ITS BOARD OF DIRECTORS MEETINGS. DURING THE FISCAL YEAR ENDED JUNE 30, 2013, THE ORGANIZATION HAD ENTERED A MERGER AGREEMENT WITH A RELATED JUNIOR ACHIEVEMENT ORGANIZATION, AND ANTICIPATED THAT THE MERGER WOULD BE EFFECTIVE JULY 1, 2013. NEGOTIATIONS BETWEEN THE TWO ENTITIES WERE ONGOING DURING THE FISCAL YEAR ENDED JUNE 30, 2014, BUT THE MERGER WAS NOT COMPLETED AND CONTINUES TO BE NEGOTIATED. THE MEETINGS OF DIRECTORS DURING THE FISCAL YEAR WERE FOCUSED ON THE MERGER AND OPERATIONS OF THE ORGANIZATION WERE MAINTAINED ON A REDUCED LEVEL. IN THE FISCAL YEAR ENDING JUNE 30, 2015, BECAUSE THE MERGER STILL HAS NOT BEEN COMPLETED, THE BOARD RESUMED A FORMAL SCHEDULE OF MEETINGS AND MINUTES OF THE MEETINGS ARE BEING PREPARED TO DOCUMENT RESOLUTIONS AND OTHER MATTERS RELATED TO THE CONTINUING OPERATION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD OF DIRECTORS HAS NOT ESTABLISHED A COMMITTEE SYSTEM OF GOVERNANCE. ALL ISSUES REQUIRING BOARD ACTION ARE PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL IN ACCORDANCE WITH THE BY-LAWS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD HAS DELEGATED THE REVIEW OF THE FORM 990 AND OTHER FINANCIAL INFORMATION TO THE FINANCE COMMITTEE CONSISTING OF THE CHAIRMAN AND TREASURER. 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 CHAIRMAN WITH ANY QUESTIONS WITHIN A WEEK OF RECEIVING THE FORM AND A NOTATION THAT THE RETURN HAD BEEN REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND APPROVED BY THE FINANCE COMMITTEE. |
| 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 AND PRESIDENT. 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT USA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE EDUCATION WAY | AddressLine1 |
| City | COLORADO SPRINGS | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841267604 | EIN |
| Primary Activities | PROVIDE LEADERSHIP TO SEPARATELY INCORPORATED JUNIOR ACHIEVEMENT ORG | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PUBLIC CHARITY | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| JUNIOR ACHIEVEMENT WORLDWIDE - LICENSING FEES | |
| B | FAIR MKT VALUE |
| JUNIOR ACHIEVEMENT WORLDWIDE - PURCHASE OF ED MATERIAL USED IN PROGRAMS | |
| H | FAIR MKT VALUE |
| JUNIOR ACHIEVEMENT WORLDWIDE - PAYMENT FOR SHARED HEALTH AND LIAB INSURANCE | |
| R | FAIR MKT VALUE |
| JUNIOR ACHIEVEMENT WORLDWIDE - SHARED REVENUE | |
| C | FAIR MKT VALUE |
Comments