JA WORLDWIDE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JA WORLDWIDE INC (EIN 27-3666259)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-03
IRS object ID
201440349349301109
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-03T14:34:34-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1111 South Tejon Suite 800AddressLine1
CityColorado SpringsCity
StateCOState
ZIP Code809039848ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN273666259EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JA Worldwide IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% MARGIE WANGInCareOfName
Name ControlJAWONameControl
Phone6173158563Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1177 Milk StreetAddressLine1
Address Line2Suite 100AddressLine2
CityBostonCity
StateMAState
ZIP Code02109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMargie M WangName
TitleChief Operating Officer & CFOTitle
Phone6173158563Phone
Date Signed2013-02-17DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone7194714290Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonSean Rush President CEONameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1177 Milk Street Suite 100AddressLine1
CityBostonCity
StateMAState
ZIP Code02109ZIPCode
FieldValueIRS element (for citing)
Gross Receipts13241011GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.jaworldwide.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2011YearFormation
State Legal DomicileDEStateLegalDomicile
Activity Or Mission DescriptionJA Worldwide is dedicated to addressing fundamental social & economic challenges of young people by educating & empowering them to transform their future & own their economic success.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees10TotalNbrEmployees
Total Nbr Volunteers434601TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year8274340ContributionsGrantsPriorYear
Contributions Grants Current Year11847750ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1206814ProgramServiceRevenuePriorYear
Program Service Revenue CY1375090ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year113InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year18058OtherRevenueCurrentYear
Total Revenue Prior Year9481154TotalRevenuePriorYear
Total Revenue Current Year13241011TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year5096538GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY8492815GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1350079SalariesEtcPriorYear
Salaries Etc Current Year1885552SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year758050TotalFundrsngExpCurrentYear
Other Expense Prior Year3012015OtherExpensePriorYear
Other Expenses Current Year3655955OtherExpensesCurrentYear
Total Expenses Prior Year9458632TotalExpensesPriorYear
Total Expenses Current Year14034322TotalExpensesCurrentYear
Revenues Less Expenses Prior Year22522RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-793311RevenuesLessExpensesCY
Total Assets BOY4632742TotalAssetsBOY
Total Assets EOY5197774TotalAssetsEOY
Total Liabilities BOY2753992TotalLiabilitiesBOY
Total Liabilities EOY3860105TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1878750NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1337669NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionJA Worldwide's mission is to inspire and prepare young people to succeed in a global economy. SEE ADDITIONAL MISSION INFORMATION ON SCHEDULE O.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense12499254Expense
Grants8492815Grants
Revenue1375090Revenue
DescriptionThe organization supported its 121-country member network around the world in setting up and/or maintaining their own organization to administer Junior Achievement programs. JA Worldwide's members reached approximately 10 million elementary through post secondary students powered by 434,601 volunteers for the year ended June 30, 2013.Description
Total Program Service Expense12499254TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficetrueForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109614NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees10NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccounttrueForeignFinancialAccount
Name Of Foreign CountryBBNameOfForeignCountry
Name Of Foreign CountryKENameOfForeignCountry
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChapterstrueLocalChapters
Policies Reference ChapterstruePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARGIE WANGNamePerson
Telephone Number6173158563TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1177 MILK STREET SUITE 100AddressLine1
CityBostonCity
StateMAState
ZIP Code02109ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerAverage Hours Per Week RelatedAverageHoursPerWeekRelatedReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
Ainar D Aijala Jr
Director2.0X
Michael Bray
Director2.0X
Gerald M Czarnecki
Director2.0X
Ralph de la Vega
Chair2.0XX
Michel De Wolf
Secretary2.0XX
Edward G Galante
Director2.0X
Don Humphreys
Treasurer through 01/132.0XX
Desi Lopez
Director2.0X
Sheikh Khaled Bin Zayed
Director2.0X
Rob Pitfield
Director2.0X
John S Scheid
Director2.0X
Dave Senay
Director2.0X
Francesco Vanni d'Archirafi
Director2.0X
Steve Wong
Director2.0X
Sean C Rush
President & CEO40.0XX2.0473964040411
Maliz Beams
Treasurer effective 01/132.0XX
David Cunningham
Director2.0X
Richard Hartzell
Director2.0X
Alan J Kelly
Director2.0X
Larry Leva
Director2.0X
Margie Wang
COO & CFO40.0X2.01532256116
Linda Rimer
SVP -Asia/Pacific Americas40.021778536799X
Chinwe Effiong
SVP - Africa40.02.023567723759X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1080651TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation107085TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
THE CROSSLAND GROUP LTD
177 MILK STREETBOSTONMA02109CONSULTING121138
ROTHGERBER JOHNSON LYONS LLP
90 S CASCADE AVENUECOLORADO SPRINGSCO80903LEGAL SERVICES106822
JUNIOR ACHIEVEMENT USA
ONE EDUCATION WAYCOLORADO SPRINGSCO80906FUND/ACCTING/ADMIN635000
FieldValueIRS element (for citing)
Number Of Contractors GT100 K3NumberOfContractorsGT100K
Government Grants1473441GovernmentGrants
All Other Contributions10374309AllOtherContributions
Total Contributions11847750TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionAREA LICENSE FEESDescription
Business Code611710BusinessCode
Total Revenue Column1375090TotalRevenueColumn
Related Or Exempt Function Income1375090RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1375090TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column113TotalRevenueColumn
Exclusion$113ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real18058Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real18058Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column18058TotalRevenueColumn
Exclusion$18,058ExclusionAmount

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column13241011TotalRevenueColumn
Related Or Exempt Function Income1375090RelatedOrExemptFunctionIncome
Exclusion$18,171ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1766966Total
Program Services1766966ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total6725849Total
Program Services6725849ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total1199355Total
Program Services899516ProgramServices
Management And General179903ManagementAndGeneral
Fundraising119936Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total511634Total
Program Services310178ProgramServices
Management And General37661ManagementAndGeneral
Fundraising163795Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total74763Total
Program Services40322ProgramServices
Management And General12086ManagementAndGeneral
Fundraising22355Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total39926Total
Program Services23764ProgramServices
Management And General4784ManagementAndGeneral
Fundraising11378Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total59874Total
Program Services33041ProgramServices
Management And General11408ManagementAndGeneral
Fundraising15425Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total525000Total
Program Services273000ProgramServices
Management And General110250ManagementAndGeneral
Fundraising141750Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total59993Total
Program Services31196ProgramServices
Management And General12599ManagementAndGeneral
Fundraising16198Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total62900Total
Program Services32708ProgramServices
Management And General13209ManagementAndGeneral
Fundraising16983Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total806697Total
Program Services657122ProgramServices
Management And General62861ManagementAndGeneral
Fundraising86714Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total22207Total
Program Services11548ProgramServices
Management And General4663ManagementAndGeneral
Fundraising5996Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total195429Total
Program Services165861ProgramServices
Management And General12683ManagementAndGeneral
Fundraising16885Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total100000Total
Program Services52000ProgramServices
Management And General21000ManagementAndGeneral
Fundraising27000Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total185912Total
Program Services97302ProgramServices
Management And General38768ManagementAndGeneral
Fundraising49842Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total249732Total
Program Services199115ProgramServices
Management And General22093ManagementAndGeneral
Fundraising28524Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total13224Total
Management And General13224ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total309Total
Program Services161ProgramServices
Management And General65ManagementAndGeneral
Fundraising83Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5592Total
Management And General5592ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total43698Total
Program Services22723ProgramServices
Management And General9177ManagementAndGeneral
Fundraising11798Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
USAID434409408650515220607
FEDEX COMPANY OF THE YEAR2167502067879963
HSBC MORE THAN JUST MONEY19986010992389937
ALCOA STEM CAREER12097610041020566

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total413267Total
Program Services331112ProgramServices
Management And General79374ManagementAndGeneral
Fundraising2781Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total14034322Total
Program Services12499254ProgramServices
Management And General777018ManagementAndGeneral
Fundraising758050Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2632709BOY
EOY3422735EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY0BOY
EOY37400EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1855017BOY
EOY1536270EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY79732BOY
EOY137508EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY41060BOY
EOY45229EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis27950LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec9318LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY24224BOY
EOY18632EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4632742BOY
EOY5197774EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY286471BOY
EOY531468EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY2332381BOY
EOY3284755EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY135140BOY
EOY43882EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2753992BOY
EOY3860105EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY101865BOY
EOY209768EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1776885BOY
EOY1127901EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1878750BOY
EOY1337669EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4632742BOY
EOY5197774EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-793311ReconcilationRevenueExpenses
Reconcilation Other Changes252230ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8274340CurrentTaxYearMinus1Year
Current Tax Year11847750CurrentTaxYear
Total20122090Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years0CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years0CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years0CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8274340CurrentTaxYearMinus1Year
Current Tax Year11847750CurrentTaxYear
Total20122090Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total11343578AmountsSubstContributorsTotal
Public Support Total1708778512PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year18171CurrentTaxYear
Total18171Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support20140261TotalSupport
Gross Receipts From Admissions Etc2581904GrossReceiptsFromAdmissionsEtc
First5 Years170XFirst5Years170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FStrueIncludedOnFS
Explanation In Part XIIIXExplanationInPartXIII

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1776885BeginningOfYearBalance
Contributions1099081Contributions
Investment Earnings Or Losses0InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures1748065OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance1127901EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance0BeginningOfYearBalance
Contributions3810128Contributions
Investment Earnings Or Losses0InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures2033243OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance1776885EndOfYearBalance
FieldValueIRS element (for citing)
Current Year Minus2 YearsCurrentYearMinus2Years
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance1.00000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis27950OtherCostOrOtherBasis
Depreciation9318Depreciation
Book Value18632BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings18632TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO JA AFRICADescription
Amount$43,882Amount
FieldValueIRS element (for citing)
Total Of Amounts43882TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt5068485TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities68059DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99068059RevenueNotRptdF990
Revenue Subtotal5000426RevenueSubtotal
Other Revenues Not Included8240585OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt8240585RevenueNotRptdOnFinStmt
Total Revenue Per Form99013241011TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5609566TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities68059DonatedServicesUseOfFacilities
Expenses Not Rptd F99068059ExpensesNotRptdF990
Expenses Subtotal5541507ExpensesSubtotal
Other Expenses Not Included8492815OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt8492815ExpensesNotRptdOnFinStmt
Total Expenses Per Form99014034322TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part IV, Line 2bTrust, Escrow, and Custodial ArrangementsThe Organization assists its affiliates around the world in setting up their own organizations to administer Junior Achievement programs. The Organization holds funds on behalf of these affiliates for their expenses. These are included in cash and contributions receivable on the statement of financial position and total $3,005,339 and $448,259, respectively, as of June 30,2013.
Part V, Line 4Intended Use of the Organization's Endowment FundsTemporarily 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 also provide funding for monitoring and evaluation, marketing and awareness, student competitions and grant administration.
Part X, Line 2Uncertain Tax PositionsManagement 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 4bOther Revenue on Return, Not on BooksDesignated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 8,240,585
Part XII, Line 4bOther Expenses on Return, Not on BooksDesignated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 8,240,585 Contribution to JA Africa, a related organization, Eliminated on the consolidated audit 252,230 tota 8,492,815

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (14 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesSpecific Services ProvidedSpecificServicesProvided
Central America and the CaribbeanGrantmaking560794
East Asia and the PacificGrantmaking131343811
Europe (Including Iceland and Greenland)Grantmaking2074836
Middle East and North AfricaGrantmaking1100348
North AmericaGrantmaking407851
Russia and the Newly Independent StatesGrantmaking93584
South AmericaGrantmaking50944211
South AsiaGrantmaking57624
Sub-Saharan AfricaGrantmaking860161
North AmericaFundraising
Sub-Saharan AfricaFundraising
Europe (Including Iceland and Greenland)Fundraising
Central America and the CaribbeanProgram Services1157243ECONOMIC EDUCATION PRG
Russia and the Newly Independent StatesProgram Services174724ECONOMIC EDUCATION PRG
FieldValueIRS element (for citing)
Subtotal Number Of Offices2SubtotalNumberOfOffices
Subtotal Number Of Employees2SubtotalNumberOfEmployees
Total Number Of Offices2TotalNumberOfOffices
Total Number Of Employees2TotalNumberOfEmployees
Subtotal Amount Spent8310045SubtotalAmountSpent
Total Amount Spent8310045TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (83 entries)

RegionRegionAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
Central America and the Caribbean5524WIRE TRNSFR
Central America and the Caribbean5524WIRE TRNSFR
Central America and the Caribbean7661Wire Trnsfr
Central America and the Caribbean58024Wire Trnsfr
Central America and the Caribbean60524Wire Trnsfr
Central America and the Caribbean66524Wire Trnsfr
Central America and the Caribbean106524Wire Trnsfr
Central America and the Caribbean36524Wire Trnsfr
Central America and the Caribbean63858Wire Trnsfr
Central America and the Caribbean112531Wire Trnsfr
Central America and the Caribbean5524Wire Trnsfr
Central America and the Caribbean5524Wire Trnsfr
Central America and the Caribbean27524Wire Trnsfr
East Asia and the Pacific483266Wire Trnsfr
East Asia and the Pacific48080Wire Trnsfr
East Asia and the Pacific136635Wire Trnsfr
East Asia and the Pacific133063Wire Trnsfr
East Asia and the Pacific134849Wire Trnsfr
East Asia and the Pacific100107Wire Trnsfr
East Asia and the Pacific48849Wire Trnsfr
East Asia and the Pacific50124Wire Trnsfr
East Asia and the Pacific118635Wire Trnsfr
East Asia and the Pacific40388Wire Trnsfr
East Asia and the Pacific19442Wire Trnsfr
Europe (Including Iceland and Greenland)60124Wire Trnsfr
Europe (Including Iceland and Greenland)66524Wire Trnsfr
Europe (Including Iceland and Greenland)16524Wire Trnsfr
Europe (Including Iceland and Greenland)26524Wire Trnsfr
Europe (Including Iceland and Greenland)31524Wire Trnsfr
Europe (Including Iceland and Greenland)61624Wire Trnsfr
Europe (Including Iceland and Greenland)106524Wire Trnsfr
Europe (Including Iceland and Greenland)145056Wire Trnsfr
Europe (Including Iceland and Greenland)100724Wire Trnsfr
Europe (Including Iceland and Greenland)443524Wire Trnsfr
Europe (Including Iceland and Greenland)31524Wire Trnsfr
Europe (Including Iceland and Greenland)16524Wire Trnsfr
Europe (Including Iceland and Greenland)13461Wire Trnsfr
Europe (Including Iceland and Greenland)33774Wire Trnsfr
Europe (Including Iceland and Greenland)177124Wire Trnsfr
Europe (Including Iceland and Greenland)42124Wire Trnsfr
Europe (Including Iceland and Greenland)98524Wire Trnsfr
Europe (Including Iceland and Greenland)41455Wire Trnsfr
Europe (Including Iceland and Greenland)41524Wire Trnsfr
Europe (Including Iceland and Greenland)84458Wire Trnsfr
Europe (Including Iceland and Greenland)435666Wire Trnsfr
Middle East and North Africa21524Wire Trnsfr
Middle East and North Africa50999Wire Trnsfr
Middle East and North Africa102578Wire Trnsfr
Middle East and North Africa26508Wire Trnsfr
Middle East and North Africa10209Wire Trnsfr
Middle East and North Africa12124Wire Trnsfr
Middle East and North Africa56261Wire Trnsfr
Middle East and North Africa451311Wire Trnsfr
Middle East and North Africa91524Wire Trnsfr
Middle East and North Africa76524Wire Trnsfr
Middle East and North Africa26524Wire Trnsfr
Middle East and North Africa174261Wire Trnsfr
North America216524Wire Trnsfr
North America191327Wire Trnsfr
Russia and the Newly Independent States5485Wire Trnsfr
Russia and the Newly Independent States27158Wire Trnsfr
Russia and the Newly Independent States60940Wire Trnsfr
South America89649Wire Trnsfr
South America98345Wire Trnsfr
South America55308Wire Trnsfr
South America12635Wire Trnsfr
South America46524Wire Trnsfr
South America66524Wire Trnsfr
South America22475Wire Trnsfr
South America85857Wire Trnsfr
South America32124Wire Trnsfr
South Asia57624Wire Trnsfr
Sub-Saharan Africa8524Wire Trnsfr
Sub-Saharan Africa12524Wire Trnsfr
Sub-Saharan Africa108952Wire Trnsfr
Sub-Saharan Africa17057Wire Trnsfr
Sub-Saharan Africa150119Wire Trnsfr
Sub-Saharan Africa21524Wire Trnsfr
Sub-Saharan Africa31524Wire Trnsfr
Sub-Saharan Africa13324Wire Trnsfr
Sub-Saharan Africa34024Wire Trnsfr
Sub-Saharan Africa210157WIRE TRNSFR
Sub-Saharan Africa252230WIRE TRNSFR
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs83TotalNumberOf501c3Orgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierOrganization's procedures for monitoring the use of grant fundsIdentifier
Return ReferenceForm 990, Sch F, Part I, Question 2ReturnReference
ExplanationGrants 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

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (54 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrant
Junior Achievement of New Mexico Inc
4700 Lincoln Rd NEAlbuquerqueNM87109850416889501(c)(3)13519
Junior Achievement of Georgia Inc
460 Abernathy Road NEAtlantaGA30328580598050501(c)(3)58519
JA of Western Connecticut Inc
835 Main StreetBridgeportCT06604060644315501(c)(3)28519
Junior Achievement of Western New York Inc
275 Oak Street Suite 222BuffaloNY14203160821488501(c)(3)12903
JA of East Central Ohio Inc
4353 Executive Circle NWCantonOH44718340757173501(c)(3)30519
Junior Achievement of Eastern Iowa Inc
324 3rd St SECedar RapidsIA524011841420919209501(c)(3)21019
JA of Central Carolinas Inc
201 S Tryon StCharlotteNC282023212560672085501(c)(3)25519
Junior Achievement of Chicago
651 W Washington BlvdChicagoIL60661362170141501(c)(3)30249
Junior Achievement of OKI Partners Inc
644 Linn StreetCincinnatiOH45203320014307501(c)(3)28519
Junior Achievement of Tampa Bay Inc
13805 58th Street NClearwaterFL33760591098499501(c)(3)10480
Junior Achievement of East Tennessee Inc
2135 N Charles G SeiversClintonTN37716620810145501(c)(3)28519
Junior Achievement of Southern Colorado
419 West BijouColorado SpringsCO80905846009223501(c)(3)23519
Junior Achievement - Rocky Mountain Inc
1445 Market Suite 200DenverCO80202840430495501(c)(3)78742
JA of Southeastern Michigan Inc
577 E Larned Suite 200DetroitMI48226381348535501(c)(3)18519
Junior Achievement of Northern Indiana Inc
601 Noble DriveFort WayneIN46825350922731501(c)(3)29519
JA of Upstate South Carolina Inc
530 Howell Rd Ste 103GreenvilleSC29615570547967501(c)(3)18519
JA of The Michigan Great Lakes Inc
2650 E Beltline SEGrand RapidsMI49546381557861501(c)(3)87400
JA of Southwest New England Inc
11 Asylum St Ste 601HartfordCT06103060665972501(c)(3)33519
JA of Southeast Texas Inc
2115 E Governors CirHoustonTX77092741153957501(c)(3)68519
Junior Achievement of North Alabama Inc
306 Wynn DriveHuntsvilleAL35805630905188501(c)(3)8519
Junior Achievement of Middle America Inc
4049 Pennsylvania AveKansas CtyMO64111440604809501(c)(3)18519
JA of Central Pennsylvania Inc
2420 Gehman LnLancasterPA17602231472517501(c)(3)11019
JA of Northeastern New York Inc
8 Stanley CircleLathamNY12110141429763501(c)(3)44519
Junior Achievement of Southern California
6250 Forest Lawn DrLos AngelesCA90068951799192501(c)(3)33519
Junior Achievement of the Bluegrass Inc
1092 Duval St Ste240LexingtonKY40515610606480501(c)(3)23419
Junior Achievement of Arkansas Inc
1501 N University aveLittle RockAR72207710658775501(c)(3)16019
Junior Achievement of Kentuckiana Inc
1401 W Muhammed AliLouisvilleKY40203610476694501(c)(3)23519
JA of The Upper Midwest Inc
1800 White Bear Ave NMaplewoodMN55109411424988501(c)(3)45519
Junior Achievement of the Space Coast Inc
2287 W Eau Gallie BlvdMelbourneFL32935592461562501(c)(3)13519
JA of Memphis and the Mid-South Inc
307 Madison AvenueMemphisTN38103620549549501(c)(3)9519
Junior Achievement of Wisconsin Inc
11111 W Liberty DrMilwaukeeWI53224390826295501(c)(3)28519
Junior Achievement of New York Inc
420 Lexington AveNew YorkNY10170133031828501(c)(3)30538
Junior Achievement of Greater Miami Inc
13490 NW 7 AvenueNorth MiamiFL33168590807486501(c)(3)13519
JA of Southwest Connecticut Inc
200 Connecticut AvenueNorwalkCT06854060932913501(c)(3)27519
Junior Achievement of Central Maryland Inc
10711 Red Run BlvdOwings MillsMD21117520688275501(c)(3)28519
Junior Achievement of Northwest Florida
1010 N 12th Ave Ste 233PensacolaFL32501590839555501(c)(3)8519
JA of Western Pennsylvania Inc
One Allegheny SqPittsburghPA15212250983059501(c)(3)18519
Junior Achievement of Oregon and SW Washington In
7830 SE Foster RoadPortlandOR97206930384007501(c)(3)13519
Junior Achievement of New Jersey Inc
4365 Route 1 SouthPrincetonNJ08540221774147501(c)(3)18519
Junior Achievement of Puerto Rico Inc
177 Milk Street Ste 100BostonMA02109273666259501(c)(3)19519
JA of Eastern North Carolina Inc
4900 Waters Edge DriveRaleighNC27606561107715501(c)(3)9019
Junior Achievement of Dallas Inc
1201 Executive DrRichardsonTX75081750881589501(c)(3)23519
Junior Achievement of Central Virginia Inc
7217 West Broad StreetRichmondVA23294540803325501(c)(3)8519
Junior Achievement of Southwest Virginia Inc
3433 Brambleton Avenue SWRoanokeVA24018540628293501(c)(3)18519
Junior Achievement of Utah Inc
515 E 100 SSalt Lake CityUT84102870225875501(c)(3)13519
Junior Achievement of San Diego & Imperial Co In
4756 Mission Gorge PlSan DiegoCA92120951727087501(c)(3)21019
Junior Achievement of Washington
1700 Westlake Avenue NSeattleWA98109910604913501(c)(3)23519
Junior Achievement of South Dakota Inc
1000 NW Ave SteSioux FallsSD57104460306352501(c)(3)9519
Junior Achievement of Arizona Inc
636 W Southern AvenueTempeAZ852824508860184349501(c)(3)48519
JA of Northern California Inc
3003 Oak Rd Ste 109Walnut CreekCA94597941322179501(c)(3)86119
JA of Northern New England Inc
400 Fifth Ave Ste 300WalthamMA02451042127020501(c)(3)13519
Junior Achievement of Delaware Inc
522 S Walnut StreetWilmingtonDE19801510078199501(c)(3)28519
JA of US Virgin Islands
177 Milk Street Ste 100BostonMA02109273666259501(c)(3)13119
JA USA
One Education WyColorado SpringsCO80906841267604501(c)(3)96453
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants54TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierOrganization's procedures for monitoring the use of grant fundsIdentifier
Return ReferenceForm 990, Sch I., Part I, Question 2ReturnReference
ExplanationGrants are to US area JA offices 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Sean C Rush
President & CEO4396080300000435601773302267805143750250000
Margie Wang
COO & CFO12262130000604061161593410
Linda Rimer
SVP -Asia/Pacific Americas2054058618376224960118392545848618
Chinwe Effiong
SVP - Africa2034823135184424482131125943612500

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSchedule J, Part I, Question 7Identifier
Return ReferenceDescription of Non-Fixed PaymentsReturnReference
ExplanationThere are two key components of the Executive Compensation Philosophy of JA Worldwide: 1. Reward for performance 2. Provide reasonable and competitive pay packages with those offered to leaders of organizations comparable to JA Worldwide 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 Worldwide'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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSION CONT.PART III, LINE 1Junior 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.
MEMBERSPART VI, LINE 6 & 7BThe organization's members are organizations that have entered into an operating agreement with JA Worldwide. Each member has voting rights for approval of revisions made to the operating agreements.
DESCRIBE PROCESS TO REVIEW 990PART VI, LINE 11BThe Form 990 is prepared by a third party 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 & ENFORCEDPART VI, LINE 12CAll officers, directors, and employees are required annually to complete and update a conflict of interest declaration as a method of disclosing and ethically resolving potential conflicts of interest. Should any transaction or act of any officer, director, and employee constitute a possible conflict of interest, the individual is required to disclose all the relevant facts for consideration to determine whether a conflict of interest actually exists, and if so, the manner in which it should be resolved.
DESCRIBE PROCESS FOR DETERMINING COMPENSATIONPART VI, LINE 15A & 15BThe 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 PUBLICPART VI, LINE 19JA Worldwide, Inc. makes its financial statements, governing documents, and conflict of interest policy available to the public upon request.
COMPENSATIONPART VIICompensation 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 ASSETSPART XI, LINE 9Contribution to JA Africa, a related organization, Eliminated on the consolidated audit 252,230

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgLegal Domicile Foreign CountryLegalDomicileForeignCountry
Ja Africa Inc
177 MILK STREET SUITE 100BOSTONMA02109453557534CHARITABLEDE501(c)(3)line 7natrue
JA Worldwide Americas Foundation
177 Milk Street Suite 100BostonMA02109charitablenatrueUY
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgtrueLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
JA Africa Inc
E43882Actual Amount
JA Africa Inc
B252230Actual Amount

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