2014-03-06T17:00:55-06:00 2013-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2012-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 BRIAN WILLIAMS 3239571818 2014-03-06 1 LIOR TEMKIN P00748170 3104773924 2014-03-06 2012 2015-11-30 17:44:51Z BRIAN WILLIAMS 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 3481590 0 X WWW.JASOCAL.ORG X 1954 CA JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA, INC. IS A NONPROFIT ORGANIZATION THAT INSPIRES KIDS TO ACHIEVE AT THE BUSINESS OF LIFE THROUGH A COMMUNITY-BASED PARTNERSHIP OF EDUCATORS, VOLUNTEERS AND BUSINESS. 56 55 32 4734 0 0 3567852 2643615 398602 348585 144 233 12784 129180 3979382 3121613 0 0 0 0 2654763 2541096 0 0 422030 1293320 1551055 3948083 4092151 31299 -970538 6073524 5081880 3671130 3650024 2402394 1431856 X JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA, INC. IS A NONPROFIT ORGANIZATION THAT INSPIRES KIDS TO ACHIEVE AT THE BUSINESS OF LIFE THROUGH A COMMUNITY-BASED PARTNERSHIP OF EDUCATORS, VOLUNTEERS AND BUSINESS. 0 0 3057055 348585 JUNIOR ACHIEVEMENT'S (JA) VISION IS TO EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS. RECENTLY, JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA (JASOCAL) DEVELOPED A RESEARCH-BASED MODEL, JA GRADUATION PATHWAYS, FOCUSED SPECIFICALLY ON INCREASING HIGH SCHOOL GRADUATION RATES AND PREPARING YOUTH WITH THE SKILLS TO BE COLLEGE AND CAREER READY. THIS MODEL IS FOCUSED ON SIX KEY ELEMENTS OF SUCCESS THAT LEVERAGES EXISTING ORGANIZATIONAL ASSETS AND UTILIZES EXISTING KNOWLEDGE AROUND WHAT DRIVES HIGH SCHOOL GRADUATION. THOSE LEVERS INCLUDE: 1. SERVING STUDENTS WHEN THEY ARE MOST AT-RISK, WITH A FOCUS ON REACHING STUDENTS DURING THE MIDDLE GRADE YEARS AND AT KEY TRANSITIONS (BETWEEN GRADES 5-6 AND 8-9).2. ENHANCING AND SCALING PROGRAMS WITH THE HIGHEST POTENTIAL FOR SUCCESS.3. INCREASING THE DOSAGE OF AND PIPELINE BETWEEN JA PROGRAMS TO MAXIMIZE IMPACT.4. PARTNERING WITH OTHER ORGANIZATIONS TO CATALYZE FURTHER IMPACT.5. INCREASING CAPACITY AND BUILDING COMPETENCIES TO SUPPORT THIS WORK; AND 6. COLLECTING AND USING DATA TO ASSESS AND IMPROVE PERFORMANCE. 3057055 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 X 56 55 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X MERLE BLACK SENIOR DIRECTOR OF ACCOUNTING 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 X GRANT AHEARN 1.00 X 0 0 0 AVO AMIRIAN 1.00 X 0 0 0 FRANK BALDINO 1.00 X 0 0 0 FRIDA BANK 1.00 X 0 0 0 AARON BENDIKSON 1.00 X 0 0 0 GARY BIRKENBEUEL 1.00 X 0 0 0 DARRELL BROWN 1.00 X 0 0 0 MAYNARD BROWN 1.00 X 0 0 0 KEVIN CAPUTO 1.00 X 0 0 0 CHRISTOPHER CHEE 1.00 X 0 0 0 JANET CLARDY 1.00 X 0 0 0 GREGORY CRAIG 1.00 X 0 0 0 CAROLE CURB NEMOY 1.00 X 0 0 0 FRED DAVIS 1.00 X 0 0 0 GREGORY DAVIS 1.00 X 0 0 0 STEVE DOLCEMASCHIO 1.00 X 0 0 0 GARY DUNN 1.00 X 0 0 0 ROBERT FLICK 1.00 X 0 0 0 GREGORY FRANKS 1.00 X 0 0 0 JOHN GATTI 1.00 X 0 0 0 STEPHEN HARRIS 1.00 X 0 0 0 LYNN HOPTON 1.00 X 0 0 0 RON IMUS 1.00 X 0 0 0 MONIQUE JOHNSON 1.00 X 0 0 0 CYNTHIA JORDAN 1.00 X 0 0 0 JOHN KELLY 1.00 X 0 0 0 ANN KONO 1.00 X 0 0 0 LEONARD KORTEKAAS 1.00 X 0 0 0 JANE E LEE 1.00 X 0 0 0 KARLA H LEE 1.00 X 0 0 0 CRAIG LEVRA 1.00 X 0 0 0 LOUIS LUCIDO 1.00 X 0 0 0 NEIL MALIK 1.00 X 0 0 0 THOMAS MCCARTHY 1.00 X 0 0 0 MARK MCMORROW 1.00 X 0 0 0 NEETA PATEL 1.00 X 0 0 0 FRANCES PAWLAK 1.00 X 0 0 0 EDITH R PEREZ 1.00 X 0 0 0 ANDREW RATNER 1.00 X 0 0 0 ED REYES 1.00 X 0 0 0 CARY RUBINSTEIN 1.00 X 0 0 0 MICHAEL M SCHNEIDER 1.00 X 0 0 0 SAM SHETH 1.00 X 0 0 0 BARRY SIMMONS 1.00 X 0 0 0 TONY SMITH 1.00 X 0 0 0 JOHN STEPHAN 1.00 X 0 0 0 JOHN TIPTON 1.00 X 0 0 0 JOSEPH VIOLA 1.00 X 0 0 0 TONY WANG 1.00 X 0 0 0 DARCY WILSON-JONES 1.00 X 0 0 0 IRWIN WONG 1.00 X 0 0 0 KEITH DOLABSON 1.00 X X 0 0 0 MARSHALL MATHISON 1.00 X X 0 0 0 PAUL MCGUNNIGLE 1.00 X X 0 0 0 BRETT RODDA 1.00 X X 0 0 0 ALAN ORECHWA 40.00 X X 195102 0 32795 GARY HICKMAN 40.00 X 249408 0 45638 BRIAN WILLIAMS 40.00 X 0 0 0 AMANDA SATTLER 40.00 X 126159 0 23216 CHRISTINE SHEWBRIDGE 40.00 X 118250 0 21810 MARGO WHITE 40.00 X 134242 0 25151 823161 0 148610 5 0 1 0 0 856903 1786712 2643615 PROGRAM SPONSORSHIP 611710 345000 345000 PROGRAM FEES 611710 3585 3585 348585 287 287 129180 0 129180 129180 129180 527 581 -54 -54 -54 359396 856903 359396 0 3121613 348585 0 129413 254235 196859 25917 31459 1695431 1313267 172507 209657 265352 204905 27210 33237 186146 143906 19595 22645 139932 109108 13918 16906 37120 27777 4357 4986 98087 73399 11513 13175 20271 15157 2390 2724 71816 42575 22749 6492 129552 100131 13487 15934 139542 110606 14161 14775 34446 26245 3661 4540 17225 17225 194341 194341 93299 93299 237336 182596 26413 28327 18574 13865 2198 2511 PROGRAM MATERIALS 295962 295962 VOLUNTEER RECOGNITION 88523 67739 9742 11042 BAD DEBT EXPENSE 45768 45768 MISCELLANEOUS EXPENSES 16571 12878 1705 1988 12622 9556 1434 1632 4092151 3057055 613066 422030 244278 209913 750710 165876 363848 351227 16420 16390 197777 66925 8192592 3921043 4500491 4271549 6073524 5081880 132382 182643 159959 103725 3362151 3351915 16638 11741 3671130 3650024 X 581109 -314429 1775000 1700000 46285 46285 2402394 1431856 6073524 5081880 -970538 0 X 0 1 X 1 0 X 2409053 2637201 3350563 3567852 2643615 14608284 1688832 1883694 684507 770782 707981 5735796 4097885 4520895 4035070 4338634 3351596 20344080 60610 170517 260323 256957 246529 994936 900691 897333 614968 2412992 60610 170517 1161014 1154290 861497 3407928 16936152 3826 772 5730 144 129467 139939 3826 772 5730 144 129467 139939 2913 2913 4101711 4524580 4040800 4338778 3481063 20486932 0.82670 0.88320 0.00680 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46285 -57 46228 46285 3 3 46285 46285 4 4 46285 46285 14 14 46285 46285 46285 1.00000 0 0 1700000 1700000 5994620 3418766 2575854 497972 502277 -4305 4271549 CAPITAL LEASE PAYABLE 11741 11741 X 3182439 60826 60826 3121613 0 3121613 4152977 60826 60826 4092151 0 4092151 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT THE OPERATIONS OF THE ORGANIZATION'S MISSION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB ASC TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES." IN ACCORDANCE WITH FASB ASC TOPIC NO. 740, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2013, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2013, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2009 TO 2013. BOWL-A-THON 535566 470918 64648 64648 GOLF TOURNAMENT 456232 224941 231291 231291 3 224501 161044 63457 63457 1216299 856903 359396 359396 359396 0 X X 0 0 0 0 0 0 0 0 0 ALAN ORECHWA 195102 0 0 0 0 0 27967 0 4828 0 227897 0 0 0 GARY HICKMAN 249408 0 0 0 0 0 32982 0 12656 0 295046 0 0 0 MARGO WHITE 134242 0 0 0 0 0 18927 0 6224 0 159393 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE APPROVES THE ORGANIZATION'S ANNUAL BUDGET AND OVERSEES THE ROLE OF THE PRESIDENT. MEMBERS ARE APPOINTED TO THE EXECUTIVE COMMITTEE WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, VICE CHAIRS AND THE CHAIRS OF MAJOR COMMITTEES. ADDITIONAL DIRECTORS MAY BE APPOINTED BY THE CHAIRMAN AND APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING BOARD MEMBERS: AVO AMIRIAN FRANK BALDINO KEITH DOLABSON JOHN KELLY MARSHALL MATHISON THOMAS MCCARTHY PAUL MCGUNNIGLE EDITH R. PEREZ BRETT RODDA CARY RUBINSTEIN SAM SHETH JANET CLARDY FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. THE RETURN IS FILED ONCE IT HAS BEEN APPROVED, AND THEN PRESENTED TO THE REST OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR AT OUR ANNUAL MEETING THE PRESIDENT REQUESTS ALL BOARD MEMBERS TO SIGN-OFF ON THE CONFLICT OF INTEREST POLICY FORMS. SEVERAL DAYS PRIOR TO THE MEETING THE PRESIDENT SENDS OUT THIS REQUEST TO ALL BOARD MEMBERS. HE ALSO PROVIDES SIGN-OFF FORMS AT THE MEETING TO ASSURE THAT ALL BOARD MEMBERS, WHO HAVEN'T DONE SO, HAVE SIGNED THE FORMS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENTS SALARY IS CONFIRMED BY THE EXECUTIVE COMMITTEE AND THE CHAIRMAN OF THE BOARD. WE DO PROVIDE THEM WITH A COMPENSATION SURVEY FOR THEIR REFERENCE. FORM 990, PART VI, SECTION C, LINE 18 ALL INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER THROUGH WWW.GUIDESTAR.ORG OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS SUMMARIES ARE IN OUR YEARLY ANNUAL REPORT. THE CONFLICT OF INTEREST POLICY AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: ALAN ORECHWA WAS THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION UNTIL 12/31/2012. AFTER ALAN STEPPED DOWN, HE RESUMED A POSITION ON THE BOARD.