JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT OF SOUTHEAST TEXAS INC (EIN 74-1153957)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201410459349302561
- Schema version
- 2012v2.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T13:53:32-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741153957 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Junior Achievement of Southeast | BusinessNameLine1 |
| Business Name Line2 | Texas Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUNI | NameControl |
| Phone | 7136824500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2115 E Governors Circle | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77092 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Franke | Name |
| Title | President | Title |
| Date Signed | 2014-02-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Richard W Franke | NameOfPrincipalOfficerPerson |
| Gross Receipts | 6810310 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Group Exemption Number | 1116 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.houston.ja.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | In partnership with business and educators, Junior Achievement brings the real world to students so that young people can not only understand their opportunities in life but can also take advantage of those opportunities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 88 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 88 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 11169 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3808399 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4910840 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 157605 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 180655 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 602775 | InvestmentIncomePriorYear |
| Investment Income Current Year | 314946 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 690075 | OtherRevenuePriorYear |
| Other Revenue Current Year | 102074 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5258854 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5508515 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 103506 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 91991 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2743596 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2820796 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 554551 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1951100 | OtherExpensePriorYear |
| Other Expenses Current Year | 2230370 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4798202 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5143157 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 460652 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 365358 | RevenuesLessExpensesCY |
| Total Assets BOY | 11171068 | TotalAssetsBOY |
| Total Assets EOY | 12011641 | TotalAssetsEOY |
| Total Liabilities BOY | 591737 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 821688 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10579331 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11189953 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of Junior Achievement is to provide youth with a practical and realistic education and experience in the private enterprise economic system. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4032113 | Expense |
| Grants | 152158 | Grants |
| Revenue | 180655 | Revenue |
| Description | Junior Achievement of Southeast Texas (JASET) shares and operates with the USA Organization in the development, promotion, financing, supervision and administration of three education programs. These education programs provide youth with practical and realistic education and experience in the private enterprise,economic system. During the year-ended June 30, 2013, 257,335 students participated in the programs.High School - High school programs offer students opportunities to learn about business, the global economy, saving and investing, careers and interpersonal skills. Students have the chance to form and run their own company, work with various online computer simulations, and hear about the world from positive adult role models.Middle Grades - Students in the middle grades receive lessons on the global marketplace, budgeting, choosing a career based on skills, or learning about economics through history. In addition, students are encouraged to continue their education past high school to be better prepared for the future. The Finance Park program develops students' personal money management skills, provides personal finance knowledge, and prepares them for the financial decisions and challenges of their adult lives.Elementary School - Elementary school programs focus on students' future roles as citizens, workers and consumers; and emphasize the usefulness of school skills in everyday life, as well as the importance of staying in school. The capstone program for elementary school, JA Biztown, prepares students to run their own city with lessons taught in the classroom followed by a 5-hour visit to the JA Biztown facility where students participate in an economic simulation of a city day. | Description |
| Total Program Service Expense | 4032113 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 88 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 88 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lisa Trimarchi | NamePerson |
| Telephone Number | 7136824500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2115 East Governors Circle | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77092 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (92 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Clint L Woods | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David W Winn | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Lyle Williams | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Carol G Warley | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Marc J Vandermeer | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| William P Utt | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Howard J Thill | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Steve Taylor | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Anne Taylor | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David L Stover | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jon Stokes | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Westley Stockton | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Donald J Stockton | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Joe M Stevens | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Frank C Steininger | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Matthew J Smith | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David C Skinner | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jerome B Simon | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Scott M Prochazka | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kathleen Pritchard | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Daron D Peschel | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Annise D Parker | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Christopher C O'Hara | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| J Reymundo Ocaas | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| John Moreno | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Rory Miller | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Luc J Messier | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Richard Meserole | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Leonard E Merrell | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Bruce G Macklin | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| John Lionberger | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kathy P Lehne | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Lynne M Lachenmyer | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Michael Lacey | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Duncan F Klussmann | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Sean P Kenny | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Albert L Keller | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Roberta Jones | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| John D Jensen | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Brad Irick | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Andrew F Icken | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Thomas N Hynes | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Joe O Huggins | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kirk Houser | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mark Henry | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Chuck C Hanebuth | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Anthony W Hall | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Greg C Garland | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jack Futcher | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Alton Frailey | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kathleen Flaherty | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Brian L Fielkow | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David E Fanta | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Brian G Evans | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Teri Donaldson | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Dan Domeracki | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David Dickson | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Peter C DeLongchamps | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Ren Degrve | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Thomas B DeBesse | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jeff Davis | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Paul Davidson | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Robert P Daniels | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Juan C Cuesta | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Michael A Creel | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jerrit Coward | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Kevin Corbett | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Margie Conway | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Marty Collins | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Didier Charreton | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Albert Chao | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Pete L Cella | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Richard Castillo | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| S John Castellano | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| John Bush | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Sue Burnett | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Peter W Buettgen | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Darrin Brust | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| J Kevin Blodgett | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Tom Behanick | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Trent S Aulbaugh | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Evelyn Angelle | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Mark J Airola | ||||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Greg Engel | ||||||||
| Treasurer | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| H William Swanstrom | ||||||||
| Secretary | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| James L Gallogly | ||||||||
| Vice Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Gregory Ebel | ||||||||
| Vice Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Gregory M Vesey | ||||||||
| Chairman | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Cheryl O'Brien | ||||||||
| CFO/Controller | 40.00 | 0.00 | 78720 | 0 | 11238 | X | ||
| Richard W Franke | ||||||||
| President | 40.00 | 0.00 | 340013 | 0 | 66209 | X | ||
| Jennifer L Anderson | ||||||||
| Executive VP | 40.00 | 0.00 | 138878 | 0 | 15061 | X | ||
| Kevin R Hattery | ||||||||
| Executive VP | 40.00 | 0.00 | 127264 | 0 | 6990 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 684875 | TotalReportableCompFromOrg |
| Total Other Compensation | 99498 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 2405887 | FundraisingEvents |
| All Other Contributions | 2504953 | AllOtherContributions |
| Noncash Contributions | 164661 | NoncashContributions |
| Total Contributions | 4910840 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Class fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 180655 | TotalRevenueColumn |
| Related Or Exempt Function Income | 180655 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 180655 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 293525 | TotalRevenueColumn |
| Exclusion | $293,525 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 822359 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 800938 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21421 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21421 | TotalRevenueColumn |
| Exclusion | $21,421 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 602931 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2405887 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 500857 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102074 | TotalRevenueColumn |
| Exclusion | $102,074 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5508515 | TotalRevenueColumn |
| Related Or Exempt Function Income | 180655 | RelatedOrExemptFunctionIncome |
| Exclusion | $417,020 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91991 | Total |
| Program Services | 91991 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570007 | Total |
| Program Services | 417548 | ProgramServices |
| Management And General | 69914 | ManagementAndGeneral |
| Fundraising | 82545 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1537480 | Total |
| Program Services | 1126253 | ProgramServices |
| Management And General | 188578 | ManagementAndGeneral |
| Fundraising | 222649 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209030 | Total |
| Program Services | 153121 | ProgramServices |
| Management And General | 25639 | ManagementAndGeneral |
| Fundraising | 30270 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344528 | Total |
| Program Services | 252378 | ProgramServices |
| Management And General | 42258 | ManagementAndGeneral |
| Fundraising | 49892 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159751 | Total |
| Program Services | 117023 | ProgramServices |
| Management And General | 19594 | ManagementAndGeneral |
| Fundraising | 23134 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51944 | Total |
| Management And General | 51944 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34502 | Total |
| Management And General | 34502 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176953 | Total |
| Program Services | 95271 | ProgramServices |
| Management And General | 62849 | ManagementAndGeneral |
| Fundraising | 18833 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246289 | Total |
| Program Services | 180414 | ProgramServices |
| Management And General | 30209 | ManagementAndGeneral |
| Fundraising | 35666 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100297 | Total |
| Program Services | 73471 | ProgramServices |
| Management And General | 12302 | ManagementAndGeneral |
| Fundraising | 14524 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96881 | Total |
| Program Services | 96881 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201994 | Total |
| Program Services | 171272 | ProgramServices |
| Management And General | 16242 | ManagementAndGeneral |
| Fundraising | 14480 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Volunteer recruiting/training | 20779 | 20779 | ||
| Other Expenses | 23291 | 14538 | 2462 | 6291 |
| Other event expenses | 56267 | 56267 | ||
| Program Materials | 1221173 | 1221173 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5143157 | Total |
| Program Services | 4032113 | ProgramServices |
| Management And General | 556493 | ManagementAndGeneral |
| Fundraising | 554551 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58640 | BOY |
| EOY | 43719 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522106 | BOY |
| EOY | 1105726 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475163 | BOY |
| EOY | 407966 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208638 | BOY |
| EOY | 222643 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364604 | BOY |
| EOY | 317396 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4188409 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1602954 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2743016 | BOY |
| EOY | 2585455 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6798901 | BOY |
| EOY | 7328736 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11171068 | BOY |
| EOY | 12011641 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421022 | BOY |
| EOY | 670072 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117500 | BOY |
| EOY | 82500 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53215 | BOY |
| EOY | 69116 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 591737 | BOY |
| EOY | 821688 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7656462 | BOY |
| EOY | 8491610 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2922869 | BOY |
| EOY | 2698343 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10579331 | BOY |
| EOY | 11189953 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11171068 | BOY |
| EOY | 12011641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 365358 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 245264 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3725956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3990408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3674237 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3808399 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4910840 | CurrentTaxYear |
| Total | 20109840 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 36000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50926 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45610 | CurrentTaxYearMinus1Year |
| Total | 132536 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3725956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4026408 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3725163 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3854009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4910840 | CurrentTaxYear |
| Total | 20242376 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1552163 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18690213 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 300948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 271711 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 249366 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 264467 | CurrentTaxYearMinus1Year |
| Current Tax Year | 293525 | CurrentTaxYear |
| Total | 1380017 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21622393 | TotalSupport |
| Gross Receipts From Admissions Etc | 633735 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87380 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 354257 | OtherCostOrOtherBasis |
| Book Value | 354257 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3245707 | OtherCostOrOtherBasis |
| Depreciation | 1232949 | Depreciation |
| Book Value | 2012758 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 588445 | OtherCostOrOtherBasis |
| Depreciation | 370005 | Depreciation |
| Book Value | 218440 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2585455 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 5719277 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 245264 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 245264 | RevenueNotRptdF990 |
| Revenue Subtotal | 5474013 | RevenueSubtotal |
| Investment Expenses Not Included | 34502 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 34502 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5508515 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5108655 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5108655 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 34502 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 34502 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5143157 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Bowlathon | NameOfEvent1 |
| Gross Receipts Event1 | 1177412 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1000712 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 176700 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 163061 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Golf Tournaments | NameOfEvent2 |
| Gross Receipts Event2 | 1092838 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 931555 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 161283 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 228055 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 738568 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 473620 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 264948 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 109741 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3008818 | GrossReceiptsTotal |
| Charitable Contributions Total | 2405887 | CharitableContributionsTotal |
| Gross Revenue Total Events | 602931 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 500857 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 500857 | DirectExpenseSummaryEvents |
| Net Income Summary | 102074 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Educator Scholarships | 8 | 2241 |
| College Scholarships | 67 | 89750 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Junior Achievement of Southeast Texas, Inc. awards scholarships to local high school seniors. Students participating in the JA programs are encouraged to apply. Application information is available on the website - houston.ja.org. Applicants are evaluated annually by the Board of Directors Education Committee. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|
| Richard W Franke | |||
| President | 340013 | 66209 | 406222 |
| Jennifer L Anderson | |||
| Executive VP | 138878 | 15061 | 153939 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| X | Prgm materials | 60098 | FMV |
| X | Auction/raffle | 104563 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The audited financial statements and the public copy of the Form 990 are posted to JASET's website. We make available any other documents upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | See Line 15a |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The board has a compensation committee that reviews pay for all employees, particularly the executive staff - they use a formal process called Equi-Comp as a guideline which includes compensation surveys and consultants. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Board members sign a policy annually. Employees sign a statement upon hire and are reminded annually to update if needed. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | The finance committee is provided the draft 990 for review. Subsequent to their review and comments and any revisions that arise as a result of that review, the executive committee is provided a draft for review. After they have made comments and revisions made as necessary, the draft is approved by the chair of the finance committee. |
| Form 990, Part VI, Line 1a | Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee | JASET has an Executive Committee comprised of 21 Directors. The Executive Committee is elected by the Board at its annual meeting. The Executive Committee shall possess and may exercise all the powers and functions of the Board in the management and direction of the affairs of the organization. |
Comments