JUNIOR ACHIEVEMENT USA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT USA (EIN 84-1267604)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-17
- IRS object ID
- 201420769349300747
- Schema version
- 2012v2.3
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-17T18:29:52-05:00 | 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 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809039848 | 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 | 841267604 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Junior Achievement USA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TIMOTHY ARMIJO | InCareOfName |
| Name Control | JUNI | NameControl |
| Phone | 7195408000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Education Way | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY ARMIJO | Name |
| Title | CFO | Title |
| Phone | 7195408000 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rita F Worster CPA | Name |
| Phone | 7194714290 | Phone |
| 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 | Jack Kosakowski Pres CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 41197121 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 1116 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.JA.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | JA empowers young people to own their economic success through volun- teer-delivered programs which give students knowledge & skills in financial literacy, work readiness, and entrepreneurship. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 93 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 12116945 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20020733 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5059280 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4930109 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 376682 | InvestmentIncomePriorYear |
| Investment Income Current Year | 397560 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8313589 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8544605 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25866496 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33893007 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6652849 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4010885 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9062763 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9325721 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1396999 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10076914 | OtherExpensePriorYear |
| Other Expenses Current Year | 13661844 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25792526 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26998450 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 73970 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6894557 | RevenuesLessExpensesCY |
| Total Assets BOY | 18661525 | TotalAssetsBOY |
| Total Assets EOY | 25674457 | TotalAssetsEOY |
| Total Liabilities BOY | 5716845 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5879306 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12944680 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19795151 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. SEE ADDITIONAL MISSION INFORMATION ON SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 20609356 | Expense |
| Grants | 4010885 | Grants |
| Revenue | 13461368 | Revenue |
| Description | THE ORGANIZATION ASSISTED ITS US AREAS IN SETTING UP AND/OR MAINTAINING THEIR OWN ORGANIZATION TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. JA'S MEMBERS REACHED APPROXIMATELY 4.4 MILLION ELEMENTARY THROUGH POST SECONDARY STUDENTS FOR THE YEAR ENDED 6/30/2013. | Description |
| Total Program Service Expense | 20609356 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | 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 | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 51 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 93 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TIMOTHY ARMIJO | NamePerson |
| Telephone Number | 7195406235 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ainar D Aijala Jr | |||||||||
| Director | 2.0 | X | 0 | 0 | 0 | ||||
| Evelyn Angelle | |||||||||
| Treasurer | 2.0 | X | 0 | 0 | X | ||||
| Liz Arky | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Alan S Armstrong | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Sandra Beach Lin | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Mark Brenner | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Catherine S Brune | |||||||||
| Vice-Chair | 2.0 | X | 0 | 0 | X | ||||
| Agustin Carcoba | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Charles H Dana | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Michael Deniszczuk | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Lynne Ford | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Jeff Hansberry | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Elwood D Howse Jr | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Clyde D Keaton | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Deborah J Kissire | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Larry Leva | |||||||||
| Chair | 2.0 | X | 0 | 0 | X | ||||
| Kevin McKay | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Paul E McKnight | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Julie A Monaco | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| David Palenchar | |||||||||
| Secretary | 2.0 | X | 0 | 0 | X | ||||
| Jonas Prising | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Ed Rapp | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Robert Reeg | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| James Runnels | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Lisa Sodeika | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Albert E Suter | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Thomas D Weldon | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Richard A Woods | |||||||||
| Director | 2.0 | X | 0 | 0 | |||||
| Jack E Kosakowski | |||||||||
| President & CEO | 60.0 | X | 411652 | 50789 | X | ||||
| Timothy Armijo | |||||||||
| CFO | 40.0 | 175483 | 47093 | X | |||||
| Cecil Thibodeaux | |||||||||
| EVP | 40.0 | 282187 | 52659 | X | |||||
| Gary Blanchette | |||||||||
| SVP - Development | 40.0 | 241585 | 102198 | X | |||||
| Lisa Gillis | |||||||||
| Chief Academic Officer | 40.0 | 62266 | 12611 | X | |||||
| Susan Luu | |||||||||
| SVP- Business Improvement | 40.0 | 202251 | 22633 | X | |||||
| Howard Bartner | |||||||||
| SVP- US Operations | 40.0 | 173570 | 56997 | X | |||||
| Steve Schmidt | |||||||||
| SVP- US Operations | 40.0 | 173452 | 29242 | X | |||||
| Leslie Pierce | |||||||||
| VP-Talent & organization devel | 40.0 | 144630 | 23200 | X | |||||
| Christine Kunz | |||||||||
| VP - Operations | 40.0 | 131627 | 23917 | X | |||||
| Jacqueline Dant | |||||||||
| VP - Operations | 40.0 | 113279 | 25164 | X | |||||
| Kris Ponciroli | |||||||||
| VP- Field Fundraising Services | 40.0 | 109058 | 26627 | X | |||||
| James Verlare | |||||||||
| VP - Business Improvement | 40.0 | 108117 | 24255 | X | |||||
| Donald Creveling | |||||||||
| SVP- Human Resources | 40.0 | 210837 | 14167 | X | |||||
| Susan Kolon-Rachlis | |||||||||
| SVP- Brand Strategy & Comm | 40.0 | 153144 | 0 | 576 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2693138 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 512128 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MOORE WALLACE INCRR DONNELY | |||||
| PO BOX 730216 | DALLAS | TX | 75373 | STORAGE/ASSEMBLY | 1256793 |
| Porter Novelli | |||||
| 1838 SOLUTIONS CENTER | CHICAGO | IL | 60677 | marketing | 297190 |
| Spark Agency Inc | |||||
| PO Box 790379 | ST LOUIS | MO | 63179 | transport/storage | 186644 |
| ICF INC | |||||
| PO BOX 7777-W510501 | PHILADELPHIA | PA | 19175 | EVALUATIONS | 149168 |
| Inscho Consulting Services | |||||
| 2815 William Neal Parkway | FORT COLLINS | CO | 80525 | CONSULTANT | 152352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Federated Campaigns | 20239 | FederatedCampaigns |
| Government Grants | 724901 | GovernmentGrants |
| All Other Contributions | 19275593 | AllOtherContributions |
| Noncash Contributions | 6284512 | NoncashContributions |
| Total Contributions | 20020733 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AREA LICENSE FEES | 611710 | 4405109 | 4405109 |
| SUPPORT FEES | 611710 | 525000 | 525000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4930109 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201687 | TotalRevenueColumn |
| Exclusion | $201,687 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13346 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 13346 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13346 | TotalRevenueColumn |
| Exclusion | $13,346 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2226162 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2030289 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 195873 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 195873 | TotalRevenueColumn |
| Exclusion | $195,873 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 13527108 | GrossSalesOfInventory |
| Cost Of Goods Sold | 5273825 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8253283 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8253283 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 277976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 277976 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 277976 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33893007 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13461368 | RelatedOrExemptFunctionIncome |
| Exclusion | $410,906 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3940871 | Total |
| Program Services | 3940871 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70014 | Total |
| Program Services | 70014 | ProgramServices |
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 | 2113527 | Total |
| Program Services | 1564010 | ProgramServices |
| Management And General | 464976 | ManagementAndGeneral |
| Fundraising | 84541 | 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 | 5283814 | Total |
| Program Services | 3669082 | ProgramServices |
| Management And General | 1010125 | ManagementAndGeneral |
| Fundraising | 604607 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645014 | Total |
| Program Services | 406567 | ProgramServices |
| Management And General | 148121 | ManagementAndGeneral |
| Fundraising | 90326 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 852266 | Total |
| Program Services | 551322 | ProgramServices |
| Management And General | 221501 | ManagementAndGeneral |
| Fundraising | 79443 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431100 | Total |
| Program Services | 289754 | ProgramServices |
| Management And General | 102205 | ManagementAndGeneral |
| Fundraising | 39141 | 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 | 112651 | Total |
| Program Services | 48115 | ProgramServices |
| Management And General | 42813 | ManagementAndGeneral |
| Fundraising | 21723 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64500 | Total |
| Program Services | 16125 | ProgramServices |
| Management And General | 48375 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164428 | Total |
| Program Services | 106878 | ProgramServices |
| Management And General | 24664 | ManagementAndGeneral |
| Fundraising | 32886 | Fundraising |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113236 | Total |
| Program Services | 629192 | ProgramServices |
| Management And General | 314143 | ManagementAndGeneral |
| Fundraising | 169901 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226938 | Total |
| Program Services | 215591 | ProgramServices |
| Management And General | 11347 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570182 | Total |
| Program Services | 240191 | ProgramServices |
| Management And General | 301388 | ManagementAndGeneral |
| Fundraising | 28603 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1283413 | Total |
| Program Services | 776372 | ProgramServices |
| Management And General | 439041 | ManagementAndGeneral |
| Fundraising | 68000 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296057 | Total |
| Program Services | 108670 | ProgramServices |
| Management And General | 162787 | ManagementAndGeneral |
| Fundraising | 24600 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511359 | Total |
| Program Services | 370659 | ProgramServices |
| Management And General | 79681 | ManagementAndGeneral |
| Fundraising | 61019 | 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 | 102730 | Total |
| Program Services | 33812 | ProgramServices |
| Management And General | 68918 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6611 | Total |
| Program Services | 1653 | ProgramServices |
| Management And General | 4958 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133389 | Total |
| Program Services | 283347 | ProgramServices |
| Management And General | 850042 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003043 | Total |
| Program Services | 717235 | ProgramServices |
| Management And General | 224969 | ManagementAndGeneral |
| Fundraising | 60839 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27136 | Total |
| Program Services | 9498 | ProgramServices |
| Management And General | 17638 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| JA PROGRAM EXPENSES | 2844944 | 2545576 | 299368 |
| IN-KIND SOFTWARE & GOODS | 2194772 | 2190961 | 3811 |
| USAID | 1075977 | 1075977 | |
| EVALUATIONS | 350506 | 332981 | 17525 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579972 | Total |
| Program Services | 414903 | ProgramServices |
| Management And General | 133699 | ManagementAndGeneral |
| Fundraising | 31370 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26998450 | Total |
| Program Services | 20609356 | ProgramServices |
| Management And General | 4992095 | ManagementAndGeneral |
| Fundraising | 1396999 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | X | InfoInScheduleOPartX |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1340014 | BOY |
| EOY | 2864236 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255411 | BOY |
| EOY | 395075 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2600312 | BOY |
| EOY | 1845527 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1172790 | BOY |
| EOY | 1698826 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2482219 | BOY |
| EOY | 3326072 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 550556 | BOY |
| EOY | 337954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17787632 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12089893 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2600983 | BOY |
| EOY | 5697739 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7659240 | BOY |
| EOY | 9509028 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18661525 | BOY |
| EOY | 25674457 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3591787 | BOY |
| EOY | 4409761 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99247 | BOY |
| EOY | 139720 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1731730 | BOY |
| EOY | 1166826 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294081 | BOY |
| EOY | 162999 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5716845 | BOY |
| EOY | 5879306 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7946437 | BOY |
| EOY | 10058089 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4998243 | BOY |
| EOY | 9737062 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12944680 | BOY |
| EOY | 19795151 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18661525 | BOY |
| EOY | 25674457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6894557 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 123034 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -167120 | ReconcilationOtherChanges |
| 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 22321320 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22132445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21021882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12116945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20020733 | CurrentTaxYear |
| Total | 97613325 | 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) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22321320 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22132445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21021882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12116945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20020733 | CurrentTaxYear |
| Total | 97613325 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 36402492 | AmountsSubstContributorsTotal |
| Public Support Total170 | 61210833 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 238139 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 222245 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 196152 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 263374 | CurrentTaxYearMinus1Year |
| Current Tax Year | 215033 | CurrentTaxYear |
| Total | 1134943 | 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 | 98748268 | TotalSupport |
| Gross Receipts From Admissions Etc | 89926374 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61987 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68640 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 164428 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 164428 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26789022 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26953450 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 173324 | CurrentYearMinus3 |
| Current Year Minus2 | 164990 | CurrentYearMinus2 |
| Current Year Minus1 | 178529 | CurrentYearMinus1 |
| Current Year | 164428 | CurrentYear |
| Total | 681271 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4998243 | BeginningOfYearBalance |
| Contributions | 13030610 | Contributions |
| Investment Earnings Or Losses | 49557 | InvestmentEarningsOrLosses |
| Other Expenditures | 8341348 | OtherExpenditures |
| End Of Year Balance | 9737062 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8114434 | BeginningOfYearBalance |
| Contributions | 3726638 | Contributions |
| Investment Earnings Or Losses | 9873 | InvestmentEarningsOrLosses |
| Other Expenditures | 6852702 | OtherExpenditures |
| End Of Year Balance | 4998243 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8586663 | BeginningOfYearBalance |
| Contributions | 7408119 | Contributions |
| Investment Earnings Or Losses | 80602 | InvestmentEarningsOrLosses |
| Other Expenditures | 7960950 | OtherExpenditures |
| End Of Year Balance | 8114434 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11475001 | BeginningOfYearBalance |
| Contributions | 6823776 | Contributions |
| Investment Earnings Or Losses | 70295 | InvestmentEarningsOrLosses |
| Other Expenditures | 9782409 | OtherExpenditures |
| End Of Year Balance | 8586663 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12708495 | BeginningOfYearBalance |
| Contributions | 7806932 | Contributions |
| Investment Earnings Or Losses | -13701 | InvestmentEarningsOrLosses |
| Other Expenditures | 9026725 | OtherExpenditures |
| End Of Year Balance | 11475001 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1260730 | OtherCostOrOtherBasis |
| Book Value | 1260730 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4120471 | OtherCostOrOtherBasis |
| Depreciation | 3435504 | Depreciation |
| Book Value | 684967 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1359641 | OtherCostOrOtherBasis |
| Depreciation | 1139465 | Depreciation |
| Book Value | 220176 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11046790 | OtherCostOrOtherBasis |
| Depreciation | 7514924 | Depreciation |
| Book Value | 3531866 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5697739 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 35698691 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 123034 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 419710 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 5273825 | OtherRevenues |
| Revenue Not Rptd F990 | 5816569 | RevenueNotRptdF990 |
| Revenue Subtotal | 29882122 | RevenueSubtotal |
| Other Revenues Not Included | 4010885 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4010885 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33893007 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28848220 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 419710 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 5440945 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5860655 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22987565 | ExpensesSubtotal |
| Other Expenses Not Included | 4010885 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4010885 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26998450 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part IV, Line 2b | Trust, Escrow, and Custodial Arrangements | The Organization assists its areas in setting up their own organizations to administer Junior Achievement programs. The Organization holds funds on behalf of certain members for their U.S. expenses. These are included in cash and investments on the statements of financial position and total $221,217 and $675,009, respectively as of June 30, 2013. |
| Part V, Line 4 | Intended Use of the Organization's Endowment Funds | Temporarily restricted funding and grants have been donor restricted for specific purposes or specified time frames. Restrictions are for the development of various types of curriculum: after school, online programs, ethics curriculum, and personal financial literacy programs. Grants provide leadership, marketing and awareness, and scholarship awards. |
| Part X, Line 2 | Uncertain Tax Positions | Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| Part XI, Line 2d | Other Revenue on Books, Not on Return | Cost of Goods Sold Reclassed From Expense and Netted Against Revenue 5,273,825 |
| Part XI, Line 4b | Other Revenue on Return, Not on Books | Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 4,010,885 |
| Part XII, Line 2d | Other Expenses on Books, Not on Return | Cost of Goods Sold Reclassed From Expense and Netted Against Revenue 5,273,825 Contingent loss considered for financial statement purposes 167,120 total 5,440,945 |
| Part XII, Line 4b | Other Expenses on Return, Not on Books | Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 4,010,885 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (7 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Sub-Saharan Africa | Grantmaking | 14458 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | 14327 | |||
| Middle East and North Africa | Grantmaking | 34000 | 1 | 4 | |
| North America | Grantmaking | 7229 | |||
| Middle East and North Africa | Program Services | 724901 | ECONOMIC EDUCATION PRG | ||
| Europe (Including Iceland and Greenland) | Fundraising | ||||
| North America | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 4 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 4 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 794915 | SubtotalAmountSpent |
| Total Amount Spent | 794915 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (5 entries)
| RegionRegion | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|
| Europe (Including Iceland and Greenland) | 14327 | WIRE TRNSFR |
| Middle East and North Africa | 34000 | WIRE TRNSFR |
| Sub-Saharan Africa | 7229 | WIRE TRNSFR |
| Sub-Saharan Africa | 7229 | WIRE TRNSFR |
| North America | 7229 | WIRE TRNSFR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 5 | TotalNumberOf501c3Orgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organization's procedures for monitoring the use of grant funds | Identifier |
| Return Reference | Form 990, Sch F, Part I, Question 2 | ReturnReference |
| Explanation | Grants are to JA or member nations only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (68 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| JA of North Central Ohio Inc | |||||||
| 1563 Firestone Parkway | Akron | OH | 44301 | 340940986 | 501(c)(3) | 12231 | To support the Organization |
| Junior Achievement of Georgia Inc | |||||||
| 460 Abernathy Road NE | Atlanta | GA | 30328 | 580598050 | 501(c)(3) | 164428 | To support the Organization |
| Junior Achievement of Central Texas Inc | |||||||
| PO Box 684571 | Austin | TX | 78768 | 741688335 | 501(c)(3) | 8500 | To support the Organization |
| JA of Greater Baton Rouge & Acadiana | |||||||
| 7809 Jefferson Hwy | Baton Rouge | LA | 70809 | 720485727 | 501(c)(3) | 55058 | To support the Organization |
| JA of Greater Birmingham Inc | |||||||
| 216 Aquarius Drive | Birmingham | AL | 35209 | 630340866 | 501(c)(3) | 24040 | To support the Organization |
| JA of South Central Kentucky Inc | |||||||
| 440-1/2 E Main Ave | Bowling Green | KY | 42101 | 610997385 | 501(c)(3) | 7229 | To support the Organization |
| JA of Western Connecticut Inc | |||||||
| 835 Main Street | Bridgeport | CT | 06604 | 060644315 | 501(c)(3) | 23209 | To support the Organization |
| JA of Western New York Inc | |||||||
| 275 Oak Street Suite 222 | Buffalo | NY | 14203 | 160821488 | 501(c)(3) | 46049 | To support the Organization |
| Junior Achievement of Eastern Iowa Inc | |||||||
| 324 3rd St SE | Cedar Rapids | IA | 52401 | 420919209 | 501(c)(3) | 32000 | To support the Organization |
| JA of Central Carolinas Inc | |||||||
| 201 S Tryon St | Charlotte | NC | 28202 | 560672085 | 501(c)(3) | 18644 | To support the Organization |
| Junior Achievement of Greater St Louis Inc | |||||||
| 17339 N Outer Forty | Chesterfield | MO | 63005 | 430652112 | 501(c)(3) | 82919 | To support the Organization |
| Junior Achievement of Chicago | |||||||
| 651 W Washington Blvd | Chicago | IL | 60661 | 362170141 | 501(c)(3) | 252975 | To support the Organization |
| Junior Achievement of OKI Partners Inc | |||||||
| 644 Linn St Ste 1024 | Cincinnati | OH | 45203 | 320014307 | 501(c)(3) | 22193 | To support the Organization |
| JA of Tampa Bay Inc | |||||||
| 13805 58th St N | Clearwater | FL | 33760 | 591098499 | 501(c)(3) | 164994 | To support the Organization |
| JA of Greater Cleveland Inc | |||||||
| 1422 Euclid Avenue | Cleveland | OH | 44115 | 340733164 | 501(c)(3) | 5288 | To support the Organization |
| Junior Achievement of East Tennessee Inc | |||||||
| 2135 N Charles G Seivers | Clinton | TN | 37716 | 620810145 | 501(c)(3) | 5274 | To support the Organization |
| Junior Achievement of South Florida Inc | |||||||
| 1130 Coconut Creek | Coconut Crk | FL | 33066 | 590871446 | 501(c)(3) | 8000 | To support the Organization |
| JA of Central South Carolina Inc | |||||||
| 301 Greystone Boulevard | Columbia | SC | 29210 | 570511131 | 501(c)(3) | 16677 | To support the Organization |
| Junior Achievement - Rocky Mountain Inc | |||||||
| 1445 Market Suite 200 | Denver | CO | 80202 | 840430495 | 501(c)(3) | 81974 | To support the Organization |
| JA of Southeastern Michigan Inc | |||||||
| 577 E Larned Suite 200 | Detroit | MI | 48226 | 381348535 | 501(c)(3) | 35922 | To support the Organization |
| JA of Central New York Inc | |||||||
| ShoppingTown Mall | Dewitt | NY | 13214 | 160915560 | 501(c)(3) | 7200 | To support the Organization |
| Junior Achievement of Northern Indiana Inc | |||||||
| 601 Noble Drive | Fort Wayne | IN | 46825 | 350922731 | 501(c)(3) | 7425 | To support the Organization |
| JA of Southwest New England Inc | |||||||
| 11 Asylum St Ste 601 | Hartford | CT | 49546 | 060665972 | 501(c)(3) | 9973 | To support the Organization |
| JA of Southeast Texas Inc | |||||||
| 2115 E Governors Cir | Houston | TX | 96826 | 741153957 | 501(c)(3) | 81258 | To support the Organization |
| Junior Achievement of Central Indiana Inc | |||||||
| 9449 Priority Way | Indianapolis | IN | 35805 | 351003695 | 501(c)(3) | 19500 | To support the Organization |
| Junior Achievement of North Florida Inc | |||||||
| 4049 Woodcock Dr | Jacksonville | FL | 49201 | 591021800 | 501(c)(3) | 25229 | To support the Organization |
| Junior Achievement of Middle America Inc | |||||||
| 4049 Pennsylvania Ave | Kansas Cty | MO | 32207 | 440604809 | 501(c)(3) | 50066 | To support the Organization |
| Junior Achievement of Southern Nevada Inc | |||||||
| 7220 S Cimarron Road | Las Vegas | NV | 17602 | 880354481 | 501(c)(3) | 87385 | To support the Organization |
| JA of Northeastern New York Inc | |||||||
| 8 Stanley Circle | Latham | NY | 89113 | 141429763 | 501(c)(3) | 11898 | To support the Organization |
| Junior Achievement of The Bluegrass Inc | |||||||
| 1092 Duval St Ste240 | Lexington | KY | 12110 | 610606480 | 501(c)(3) | 22095 | To support the Organization |
| Junior Achievement of Arkansas Inc | |||||||
| 1501 N University Ave | Little Rock | AR | 68510 | 710658775 | 501(c)(3) | 60135 | To support the Organization |
| JA of Southern California Inc | |||||||
| 6250 Forest Lawn Dr | Los Angeles | CA | 72207 | 951799192 | 501(c)(3) | 158091 | To support the Organization |
| Junior Achievement of Kentuckiana Inc | |||||||
| 1401 W Muhammed Ali | Louisville | KY | 90068 | 610476694 | 501(c)(3) | 43089 | To support the Organization |
| JA of The Upper Midwest Inc | |||||||
| 1800 White Bear Ave N | Maplewood | MN | 40203 | 411424988 | 501(c)(3) | 123037 | To support the Organization |
| JA of Memphis and the Mid-South Inc | |||||||
| 307 Madison Avenue | Memphis | TN | 32935 | 620549549 | 501(c)(3) | 39270 | To support the Organization |
| Junior Achievement of Central Michigan Inc | |||||||
| 309 E Indian Street | Midland | MI | 83642 | 386081685 | 501(c)(3) | 7277 | To support the Organization |
| Junior Achievement of Wisconsin Inc | |||||||
| 11111 W Liberty Dr | Milwaukee | WI | 48640 | 390826295 | 501(c)(3) | 92140 | To support the Organization |
| JA of Greater New Orleans Inc | |||||||
| 5100 Orleans Avenue | New Orleans | LA | 02740 | 720469314 | 501(c)(3) | 59000 | To support the Organization |
| Junior Achievement of New York Inc | |||||||
| 420 Lexington Ave | New York | NY | 70124 | 133031828 | 501(c)(3) | 257872 | To support the Organization |
| JA of Greater Hampton Roads Inc | |||||||
| 6387 Center Drive | Norfolk | VA | 10170 | 540799839 | 501(c)(3) | 30827 | To support the Organization |
| Junior Achievement of Greater Miami Inc | |||||||
| 13490 NW 7 Avenue | North Miami | FL | 23502 | 590807486 | 501(c)(3) | 82428 | To support the Organization |
| JA of Southwest Connecticut Inc | |||||||
| 200 Connecticut Avenue | Norwalk | CT | 33168 | 060932913 | 501(c)(3) | 28211 | To support the Organization |
| Junior Achievement of Central Florida Inc | |||||||
| 2121 Camden Road | Orlando | FL | 68164 | 590972112 | 501(c)(3) | 28507 | To support the Organization |
| Junior Achievement of Central Maryland Inc | |||||||
| 10711 Red Run Blvd | Owings Mills | MD | 42303 | 520688275 | 501(c)(3) | 63970 | To support the Organization |
| Junior Achievement of Central Illinois Inc | |||||||
| 4450 N Prospect Rd | Peoria Heights | IL | 32501 | 370657600 | 501(c)(3) | 12784 | To support the Organization |
| JA of Oregon and SW Washington Inc | |||||||
| 7830 SE Foster Road | Portland | OR | 18640 | 930384007 | 501(c)(3) | 18102 | To support the Organization |
| JA of Maine Inc | |||||||
| 82 Elm Street | Portland | ME | 97206 | 010275159 | 501(c)(3) | 17920 | To support the Organization |
| Junior Achievement of New Jersey Inc | |||||||
| 4365 Route 1 South | Princeton | NJ | 04101 | 221774147 | 501(c)(3) | 106672 | To support the Organization |
| Junior Achievement of Dallas Inc | |||||||
| 1201 Executive Dr W | Richardson | TX | 89502 | 750881589 | 501(c)(3) | 152543 | To support the Organization |
| Junior Achievement of Central Virginia Inc | |||||||
| 7217 West Broad Street | Richmond | VA | 75081 | 540803325 | 501(c)(3) | 21750 | To support the Organization |
| JA of Rochester New York Inc | |||||||
| 259 Monroe Ave Ste 108 | Rochester | NY | 24018 | 160956147 | 501(c)(3) | 42498 | To support the Organization |
| Junior Achievement of Sacramento Inc | |||||||
| 3800 Watt Ave Ste 165 | Sacramento | CA | 14607 | 946080866 | 501(c)(3) | 40670 | To support the Organization |
| Junior Achievement of Utah Inc | |||||||
| 515 E 100 S | Salt Lake City | UT | 21801 | 870225875 | 501(c)(3) | 61775 | |
| Junior Achievement of South Texas Inc | |||||||
| 403 E Ramsey Ste 201 | San Antonio | TX | 84102 | 742061852 | 501(c)(3) | 28146 | |
| JA of San Diego & Imperial Co Inc | |||||||
| 4756 Mission Gorge Pl | San Diego | CA | 78216 | 951727087 | 501(c)(3) | 31476 | |
| Junior Achievement of Washington | |||||||
| 1700 Westlake Avenue N | Seattle | WA | 92120 | 910604913 | 501(c)(3) | 40329 | |
| Junior Achievement of North Louisiana Inc | |||||||
| 3825 Gilbert Drive | Shreveport | LA | 98109 | 720595081 | 501(c)(3) | 14998 | |
| Junior Achievement of South Dakota Inc | |||||||
| 1000 Nw Ave Ste 110 | Sioux Falls | SD | 71104 | 460306352 | 501(c)(3) | 39155 | |
| JA of Western MassachusettsInc | |||||||
| 1500 Main St Ste 217 | Springfield | MA | 57104 | 042088304 | 501(c)(3) | 24129 | |
| JA of The Hudson Valley Inc | |||||||
| 12 Hamilton Pl | Tarrytown | NY | 49085 | 133001065 | 501(c)(3) | 17355 | |
| Junior Achievement of Arizona Inc | |||||||
| 636 W Southern Avenue | Tempe | AZ | 10591 | 860184349 | 501(c)(3) | 127736 | |
| Junior Achievement of Oklahoma Inc | |||||||
| 3947 South 103rd E Ave | Tulsa | OK | 66607 | 730757053 | 501(c)(3) | 14972 | |
| JA of Northern California Inc | |||||||
| 3003 Oak Rd Ste 109 | Walnut Creek | CA | 33411 | 941322179 | 501(c)(3) | 91107 | |
| JA of Northern New England Inc | |||||||
| 400 Fifth Ave Ste 300 | Waltham | MA | 94597 | 042127020 | 501(c)(3) | 230518 | |
| Junior Achievement of Greater Washington | |||||||
| 1050 17th St NW | Washington | DC | 02451 | 540788947 | 501(c)(3) | 213208 | |
| Junior Achievement of Delaware Valley Inc | |||||||
| 993 Old Eagle School Road | Wayne | PA | 20036 | 231386172 | 501(c)(3) | 24903 | |
| Junior Achievement of West Virginia Inc | |||||||
| 1700 MacCorkle Ave SE | Charleston | VA | 19087 | 550524771 | 501(c)(3) | 32000 | |
| Junior Achievement of Delaware Inc | |||||||
| 522 S Walnut St | Wilmington | DE | 25314 | 510078199 | 501(c)(3) | 12338 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 68 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organization's procedures for monitoring the use of grant funds | Identifier |
| Return Reference | Form 990, Sch I., Part I, Question 2 | ReturnReference |
| Explanation | Grants are to US JA offices only. Most of the funding for the grants are providYd by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jack E Kosakowski | ||||||||||||||
| President & CEO | 312013 | 90181 | 9458 | 29630 | 21159 | 462441 | 50059 | |||||||
| Timothy Armijo | ||||||||||||||
| CFO | 143501 | 30321 | 1661 | 27604 | 19489 | 222576 | 13172 | |||||||
| Cecil Thibodeaux | ||||||||||||||
| EVP | 225913 | 53544 | 2730 | 32319 | 20340 | 334846 | 26522 | |||||||
| Gary Blanchette | ||||||||||||||
| SVP - Development | 203417 | 36890 | 1278 | 83655 | 18543 | 343783 | 18225 | |||||||
| Susan Luu | ||||||||||||||
| SVP- Business Improvement | 164017 | 37797 | 437 | 4253 | 18380 | 224884 | 16687 | |||||||
| Howard Bartner | ||||||||||||||
| SVP- US Operations | 142192 | 30484 | 894 | 32786 | 24211 | 230567 | 15083 | |||||||
| Steve Schmidt | ||||||||||||||
| SVP- US Operations | 145972 | 26597 | 883 | 10338 | 18904 | 202694 | 13140 | |||||||
| Donald Creveling | ||||||||||||||
| SVP- Human Resources | 74669 | 36953 | 99215 | 13783 | 384 | 225004 | 18283 | |||||||
| Susan Kolon-Rachlis | ||||||||||||||
| SVP- Brand Strategy & Comm | 119644 | 0 | 33500 | 0 | 576 | 153720 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Leslie Pierce | ||||||||||||||
| VP-Talent & organization devel | 142167 | 0 | 2463 | 14027 | 9173 | 167830 | 0 | |||||||
| Christine Kunz | ||||||||||||||
| VP - Operations | 130224 | 0 | 1403 | 9015 | 14905 | 155547 | 0 | |||||||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule J, Part I, Line 1a | Health or Social Club Dues | Monthly club membership fees for the President & CEO of JA USA is part of the benefits provided to this position. These fees are included as taxable income each year on their W-2. |
| Schedule J, Part I, Line 4a | Severance | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR SUSAN KOLON-RACHLIS - $33,500 DONALD CREVELING - $99,215 |
| Schedule J, Part I, Line 7 | Description of Non-Fixed Payments | There are two key components of the Executive Compensation Philosophy of JA USA: 1. Reward for performance 2. Provide reasonable and competitive pay packages with those offered to leaders of organizations comparable to JA USA in terms of size, complexity and mission impact. As part of the "reward for performance" the Executive Compensation Subcommittee (the Committee) of the Board of Governors has adopted the Management Incentive Compensation Plan (MIC). MIC is intended to stimulate and reward results and achievement necessary to accomplish the multiple objectives of JA USA's strategic plan. The MIC Plan is designed to: a) Motivate growth in total revenue and program impact to enhance services to the community. b) Link accomplishment of the organization's mission and objectives with the compensation of the organization's managers. c) Control costs by providing variable compensation based on performance to enhance affordability and offering a competitive incentive and total cash compensation program. d) Enhance the focus, motivation and retention of key organizational managers. In setting the annual incentive compensation opportunities for the MIC for each executive, the Committee targets the median of the comparable market data for that executive's position for target performance and the upper quartile of the comparable market data for that executive's position for superior performance. There is a cap on the amount of incentive that any executive can earn from the MIC. The Committee uses discretion in determining the level or achievement of certain performance measurements. The Committee also annually examines the comparable market data for these positions, following the three-step governance process described in the regulations to Section 4958 on Intermediate Sanctions to establish the presumption of reasonable compensation. The Governors may, in their sole discretion, and at any time, elect to amend, suspend, or terminate the Plan. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | roku machines | 1 | 6930 | fair market value |
| X | software | 1 | 6277582 | fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTIONS | Identifier |
| Return Reference | PART I, COLUMN B | ReturnReference |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION CONT. | PART III, LINE 1 | Junior Achievement is the world's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. Our financial literacy, work readiness and entrepreneurship programs empower students to make a connection between what they learn in school and how it can be applied in the real world. This enhances the relevance of their classroom learning and increases their understanding of the value of staying in school. |
| MEMBERS | PART VI, LINE 6 & 7B | THE SOLE MEMBER OF THE ORGANIZATION IS JA WORLDWIDE, INC. APPROVAL MUST BE OBTAINED FROM THE MEMBER FOR THE FOLLOWING: - AMENDMENT, MODIFICATION, OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - MERGER, CONSOLDIATION, REORGANIZATION, OR DISSOLUTION OF JUNIOR ACHIEVEMENT USA (JA USA), OR THE SALE, LEASE OR EXCHANGE, OR OTHER DISPOSITION, TRANSFER OR CONVEYANCE OF ALL OF SUBSTANTIALLY ALL OF ITS NET ASSETS; - ANY MATERIAL CHANGE IN ANY CURRENT NONPROFIT PURPOSES AND OBJECTIVES OF JA USA; ENTERING INTO ANY OPERATING AGREEMENT BETWEEN JA USA AND ANY OF ITS LOCAL AREAS. |
| DESCRIBE PROCESS TO REVIEW 990 | PART VI, LINE 11B | The Form 990 is prepared by our external audit firm and is reviewed by the Audit committee of the Board. A draft is supplied via a web site link for the entire Board to review before filing the final 990 with the IRS. |
| DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED & ENFORCED | PART VI, LINE 12C | A conflict of interest questionnaire is sent via email or hand delivered to interested parties each year requesting verification of possible conflicts. If a conflict is disclosed in connection with any actual or possible conflict of interest, an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the interest and all material facts, and after any discussion with the interested person, he or she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. |
| DESCRIBE PROCESS FOR DETERMINING COMPENSATION | PART VI, LINE 15A & 15B | The governance process for determining compensation for the Organization's CEO and other top management is modeled after the requirements in Internal Revenue Code Section 4958 to establish the presumption of reasonable compensation. Compensation was reviewed and approved by the Executive Compensation Subcommittee (the Committee) of the Board of Governors, which is comprised of independent persons. By engaging an independent compensation consultant, the Committee considered comparable market data from published surveys and Form 990 of comparable organizations in evaluating the compensation for each individual. The Committee conducted a review of this comparability data and documented its deliberation and discussion in minutes that are retained with the other governance materials of the Organization. The Committee followed the process to establish the presumption that compensation paid to the Organization's CEO and other top management for purposes of Section 4958 by relying on professional advice in the written opinion of reasonableness from the independent compensation consultant. This review process is conducted annually and was last done in 2012. |
| DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC | PART VI, LINE 19 | Junior Achievement, USA makes its financial statements, governing documents, and conflict of interest policy available to the public upon request. |
| COMPENSATION | PART VII | Compensation deliberations take into account services provided to the filing organization and its affiliates. Revenue presented in the Form 990 does not include the revenue of the 121 JA affiliates who are part of the global JA network that JA Worldwide oversees. In FYE 2013, revenue of all affiliates totaled $282 million. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 9 | Contingent loss considered for financial statement purposes (167,120) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | see part vii | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RELATED ORGANIZATIONS | Identifier |
| Return Reference | SCHEDULE R, PART II | ReturnReference |
| Explanation | JUNIOR ACHIEVEMENT USA AND ITS US AFFILIATES, MANY OF WHOM ARE INDICATED ON SCHEDULE I, ARE COVERED UNDER A GROUP EXEPMTION AND ARE RELATED FOR SCHEDULE R PURPOSES. RELATED ENTITIES COVERED BY A GROUP EXEMPTION ARE NOT REQUIRED TO BE LISTED ON SCHEDULE R, PART II, HOWEVER, TRANSACTIONS BETWEEN JA USA AND THE RELATED ORGANIZATIONS ARE INDICATED ON SCHEDULE R, PART V, LINE 1. | Explanation |
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