2013-01-30T09:58:10-06:00 2012-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD STE 700 LOS ANGELES CA 900243783 990 2011-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 ALAN ORECHWA 3239571818 2013-01-16 1 LIOR TEMKIN P00748170 3104773924 2013-01-16 2011 2016-02-25 16:41:14Z GARY W HICKMAN 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 4338778 0 X WWW.JASOCAL.ORG X 1954 CA JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA IS A NON-PROFIT PUBLIC CORPORATION THAT INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY THROUGH A COMMUNITY-BASED PARTNERSHIP OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 59 59 41 4915 0 0 3350563 3567852 299854 398602 5730 144 22637 12784 3678784 3979382 0 0 0 0 2521500 2654763 0 0 411280 1336229 1293320 3857729 3948083 -178945 31299 5634322 6073524 3263227 3671130 2371095 2402394 X JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA IS A NON-PROFIT PUBLIC CORPORATION THAT INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY THROUGH A COMMUNITY-BASED PARTNERSHIP OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 0 0 2900061 411386 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. 2900061 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 0 1 14 0 1 41 1 0 0 0 0 0 1 1 0 0 0 0 X 59 59 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X MERLE BLACK SENIOR DIRECTOR OF ACCOUNTING 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 GRANT AHEARN 1.00 X 0 0 0 AVO AMIRIAN 1.00 X 0 0 0 JOEL ARONOWITZ MD 1.00 X 0 0 0 FRANK BALDINO 1.00 X 0 0 0 AARON BENDIKSON 1.00 X 0 0 0 GARY BIRKENBEUEL 1.00 X 0 0 0 WILLIAM BLOOMFIELD 1.00 X 0 0 0 DARRELL BROWN 1.00 X 0 0 0 MAYNARD BROWN 1.00 X 0 0 0 CHRISTOPHER CHEE 1.00 X 0 0 0 JANET CLARDY 1.00 X 0 0 0 SCOTT COOKE 1.00 X 0 0 0 GREGORY CRAIG 1.00 X 0 0 0 CAROLE CURB NEMOY 1.00 X 0 0 0 FRED N DAVIS 1.00 X 0 0 0 GREGORY DAVIS 1.00 X 0 0 0 JEREMY DICKER 1.00 X 0 0 0 KEITH DOLABSON 1.00 X 0 0 0 STEVE DOLCEMASCHIO 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 TOM HAMPTON 1.00 X 0 0 0 STEPHEN HARRIS 1.00 X 0 0 0 LYNN HOPTON 1.00 X 0 0 0 JOHN KELLY 1.00 X 0 0 0 LEONARD KORTEKAAS 1.00 X 0 0 0 ED LAMB 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 NEIL MALIK 1.00 X 0 0 0 THOMAS MCCARTHY 1.00 X 0 0 0 DIANA MCCUTCHEN 1.00 X 0 0 0 MARK MCMORROW 1.00 X 0 0 0 IRWIN MILLER 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 DAVID RATTRAY 1.00 X 0 0 0 ED REYES 1.00 X 0 0 0 BRETT RODDA 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 STEPHEN SILK 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 JOSEPH VIOLA 1.00 X 0 0 0 BRIAN WALL 1.00 X 0 0 0 DAVID WHITE 1.00 X 0 0 0 DARCY WILSON-JONES 1.00 X 0 0 0 IRWIN WONG 1.00 X 0 0 0 JOSEPH EISELE 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 JOHN TIPTON 1.00 X X 0 0 0 GARY HICKMAN 40.00 X 280000 0 41829 ALAN ORECHWA 40.00 X 197602 0 12978 AMANDA SATTLER 40.00 X 123989 0 21305 CHRISTINE SHEWBRIDGE 40.00 X 113075 0 26385 MARGO WHITE 40.00 X 131934 0 22086 846600 0 124583 5 0 1 0 0 1046739 2521113 9661 3567852 PROGRAM SPONSORSHIP 611710 380000 380000 PROGRAM FEES 611710 18602 18602 398602 144 144 12784 0 12784 12784 12784 359396 1046739 359396 0 3979382 411386 0 144 519714 398057 56225 65432 1652487 1265669 179167 207651 154588 118182 16570 19836 184634 142049 19478 23107 143340 111168 14512 17660 29844 22419 3455 3970 18126 13616 2099 2411 15264 15264 76925 43487 26594 6844 99900 77204 10339 12357 153114 121994 15244 15876 40446 30916 4281 5249 14723 14723 218806 218806 80223 80223 234878 178551 28627 27700 9939 7419 1176 1344 PROGRAM MATERIALS 238309 238309 BAD DEBT EXPENSE 20519 20519 VOLUNTEER RECOGNITION 19375 19375 DONATED ITEMS 9661 6567 3094 13268 10133 1292 1843 3948083 2900061 636742 411280 17250 244278 60360 750710 818834 363848 21364 16420 41416 197777 8192679 3692188 4675098 4500491 5634322 6073524 135721 132382 155040 159959 2843549 3362151 128917 16638 3263227 3671130 X 359810 581109 1965000 1775000 46285 46285 2371095 2402394 5634322 6073524 31299 0 X X 0 1 1 X 0 X 4214585 2409053 2637201 3350563 3567852 16179254 2408820 1688832 1883694 684507 770782 7436635 6623405 4097885 4520895 4035070 4338634 23615889 193048 60610 170517 260323 256957 941455 900691 897333 1798024 193048 60610 170517 1161014 1154290 2739479 20876410 8733 3826 772 5730 144 19205 8733 3826 772 5730 144 19205 2913 2913 6632138 4101711 4524580 4040800 4338778 23638007 0.88320 0.93500 0.00080 0.00140 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46285 3 3 46285 46285 4 4 46285 46285 14 14 46285 46285 46285 1.00000 0 0 1700000 1700000 5994620 3219343 2775277 498059 472845 25214 4500491 CAPITAL LEASE PAYABLE 16638 16638 3979382 3948083 31299 31299 4041493 62111 62111 3979382 0 3979382 4010194 62111 62111 3948083 0 3948083 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: 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, 2012, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2012, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2007 TO 2012. BOWL-A-THON 870761 761188 109573 4715 70972 33886 GOLF TOURNAMENT 421533 201962 219571 9540 121516 14258 74257 2 113841 83589 30252 1424 18574 10254 1406135 1046739 359396 15679 211062 14258 118397 359396 0 X X 0 0 0 0 0 0 0 0 0 GARY HICKMAN 250000 0 30000 0 0 0 27957 0 13872 0 321829 0 0 0 ALAN ORECHWA 197602 0 0 0 0 0 11385 0 1593 0 210580 0 0 0 MARGO WHITE 131934 0 0 0 0 0 15115 0 6971 0 154020 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. FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY MANAGEMENT. IT IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE (GOVERNING BOARD) FOR A SECOND REVIEW AND APPROVAL. 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 XII, LINE 2C: SINCE THE FILING OF PRIOR YEAR 2010 INFORMATIONAL RETURN, THERE HAVE BEEN NO CHANGES TO THE AUDIT OVERSIGHT AND SELECTION PROCESS.