JUNIOR ACHIEVEMENT OF CENTRAL INDIANA: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JUNIOR ACHIEVEMENT OF CENTRAL INDIANA (EIN 35-1003695)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-10-10
IRS object ID
201332839349300728
Schema version
2012v2.1
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)
Timestamp2013-10-10T13:52:42-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN205804172EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BGBC PARTNERS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1300 N MERIDIAN ST STE 1100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351003695EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JUNIOR ACHIEVEMENT OF CENTRAL INDIANA INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJUNINameControl
Phone3172525900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19449 PRIORITY WAY WEST DRIVE NO 100AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJENNIFER BURKName
TitlePRESIDENTTitle
Phone3172525900Phone
Date Signed2013-09-27DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSHELLEY A MATTALIANO CPAName
PTINP01278792PTIN
Phone3176334700Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJENNIFER BURKNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line19449 PRIORITY WAY WEST DRIVE SUITEAddressLine1
Address Line2100AddressLine2
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1193856GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JAINDY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1957YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTO EDUCATE YOUNG PEOPLE IN THE AREAS OF FINANCIAL LITERACY, WORK-READINESS, AND ENTREPRENEURSHIP, AND TO INSPIRE THEM TO EXPLORE AND CREATE OPPORTUNITIES, BELIEVE IN THEIR POTENTIAL, AND MAKE GOOD DECISIONS.ActivityOrMissionDescription
Nbr Voting Members Governing Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees13TotalNbrEmployees
Total Nbr Volunteers2505TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1444501ContributionsGrantsPriorYear
Contributions Grants Current Year840873ContributionsGrantsCurrentYear
Program Service Revenue Prior Year266996ProgramServiceRevenuePriorYear
Program Service Revenue CY272715ProgramServiceRevenueCY
Investment Income Prior Year389InvestmentIncomePriorYear
Investment Income Current Year359InvestmentIncomeCurrentYear
Other Revenue Prior Year1211845OtherRevenuePriorYear
Other Revenue Current Year-9521OtherRevenueCurrentYear
Total Revenue Prior Year2923731TotalRevenuePriorYear
Total Revenue Current Year1104426TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year74668GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY87073GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year526337SalariesEtcPriorYear
Salaries Etc Current Year694858SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY128TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year196912TotalFundrsngExpCurrentYear
Other Expense Prior Year408424OtherExpensePriorYear
Other Expenses Current Year351628OtherExpensesCurrentYear
Total Expenses Prior Year1009429TotalExpensesPriorYear
Total Expenses Current Year1133687TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1914302RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-29261RevenuesLessExpensesCY
Total Assets BOY792072TotalAssetsBOY
Total Assets EOY744639TotalAssetsEOY
Total Liabilities BOY113663TotalLiabilitiesBOY
Total Liabilities EOY95491TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY678409NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY649148NetAssetsOrFundBalancesEOY
Mission DescriptionTO EDUCATE YOUNG PEOPLE IN THE AREAS OF FINANCIAL LITERACY, WORK-READINESS, AND ENTREPRENEURSHIP, AND TO INSPIRE THEM TO EXPLORE AND CREATE OPPORTUNITIES, BELIEVE IN THEIR POTENTIAL, AND MAKE GOOD DECISIONS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense820990Expense
Grants87073Grants
Revenue272715Revenue
DescriptionTHE USE OF QUALIFIED PERSONNEL TO EDUCATE STUDENTS IN THE METHODS OF OPERATING A BUSINESS AND RELATED ACTIVITIES (APPLIED ECONOMICS AND BUSINESS BASICS PROGRAMS), AND TO EDUCATE STUDENTS IN PERSONAL FINANCIAL LITERACY.Description
Total Program Service Expense820990TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees13NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JENNIFER BURKBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3172525900TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line19449 PRIORITY WAY WEST DRIVEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
AMADOU YATTASSAYE
DIRECTOR1.50X000
ANDY BANNING
DIRECTOR1.50X000
BARBARA SORIA
DIRECTOR1.50X000
DAVID BARRETT
DIRECTOR1.50X000
DAVID KAEHR
DIRECTOR1.00X000
DAVID LINDSEY SR
DIRECTOR1.50X000
ERIC KLEIN
DIRECTOR1.50X000
GEORGE GABOR
DIRECTOR1.50X000
GREGG ALBACETE
DIRECTOR1.00X000
HARRY DANZ
CHAIRMAN1.50X000
JEFFREY HOPPER
DIRECTOR1.50X000
JEFFREY LEISING
DIRECTOR1.50X000
JON MILLEMAN
DIRECTOR1.00X000
JOSEPH SCHEIDLER
DIRECTOR1.50X000
LESLIE CARTER-PRALL
DIRECTOR1.50X000
MARK SHAFFER
TREASURER1.50X000
MICHAEL COOK
DIRECTOR1.50X000
MIKE HANNIGAN
DIRECTOR1.50X000
MIKE HOLTSCLAW
DIRECTOR1.50X000
NANCY LEININGER
DIRECTOR1.00X000
PETER LACY
DIRECTOR1.50X000
SARAH HEMPSTEAD
DIRECTOR1.00X000
SCOTT STRUBEL
DIRECTOR1.50X000
STEVE ANZALONE
DIRECTOR1.50X000
WENDY HORN
DIRECTOR1.50X000
DAVID MOORE
DIRECTOR1.00X000
STEVE SCHWEGMAN
DIRECTOR1.00X000
PETE A UGO
DIRECTOR1.00X000
MICHAEL VAN VIERZEN
DIRECTOR1.50X000
MICHAEL WUKMER
DIRECTOR1.00X000
JENNIFER BURK
PRESIDENT40.0015740000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org157400TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events201772FundraisingEvents
All Other Contributions639101AllOtherContributions
Noncash Contributions11734NoncashContributions
Total Contributions840873TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionEDUCATION PROGRAMSDescription
Business Code611710BusinessCode
Total Revenue Column272715TotalRevenueColumn
Related Or Exempt Function Income272715RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue272715TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column359TotalRevenueColumn
Exclusion$359ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events78589GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events201772CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses89430FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-10841TotalRevenueColumn
Exclusion-$10,841ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Business Code611710BusinessCode
Total Revenue Column1320TotalRevenueColumn
Exclusion$1,320ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue1320TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1104426TotalRevenueColumn
Related Or Exempt Function Income272715RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$9,162ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total87073Total
Program Services87073ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total157400Total
Program Services78700ProgramServices
Management And General39350ManagementAndGeneral
Fundraising39350Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total447625Total
Program Services318941ProgramServices
Management And General42501ManagementAndGeneral
Fundraising86183Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total46460Total
Program Services23548ProgramServices
Management And General490ManagementAndGeneral
Fundraising22422Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total43373Total
Program Services28245ProgramServices
Management And General6003ManagementAndGeneral
Fundraising9125Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7898Total
Management And General7898ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total18450Total
Management And General18450ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total128Total
Fundraising128Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total81777Total
Program Services73794ProgramServices
Management And General788ManagementAndGeneral
Fundraising7195Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total166988Total
Program Services143259ProgramServices
Management And General6660ManagementAndGeneral
Fundraising17069Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3413Total
Program Services2101ProgramServices
Management And General96ManagementAndGeneral
Fundraising1216Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2402Total
Program Services1131ProgramServices
Management And General312ManagementAndGeneral
Fundraising959Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total634Total
Management And General634ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
LICENSE FEES5369053690
OTHER OPERATING EXPENSE13782612347162943
IN-KIND EXPENSES117344060157659
DUES AND SUBSCRIPTIONS31383251502663

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total-12278Total
Management And General-12278ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1133687Total
Program Services820990ProgramServices
Management And General115785ManagementAndGeneral
Fundraising196912Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY586583BOY
EOY587872EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY182478BOY
EOY135741EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY5282BOY
EOY6054EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY13076BOY
EOY8417EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis8804LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2249LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4653BOY
EOY6555EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY792072BOY
EOY744639EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY68529BOY
EOY70251EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY40720BOY
EOY22379EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY4414BOY
EOY2861EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY113663BOY
EOY95491EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY84896BOY
EOY361940EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY593513BOY
EOY287208EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY678409BOY
EOY649148EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY792072BOY
EOY744639EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-29261ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1623462CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years894514CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years618497CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1444501CurrentTaxYearMinus1Year
Current Tax Year840873CurrentTaxYear
Total5421847Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years794950CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years570264CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years386534CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year350440CurrentTaxYearMinus1Year
Current Tax Year351304CurrentTaxYear
Total2453492Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2418412CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1464778CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1005031CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1794941CurrentTaxYearMinus1Year
Current Tax Year1192177CurrentTaxYear
Total7875339Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years478721CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years113000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23400CurrentTaxYearMinus1Year
Current Tax Year31772CurrentTaxYear
Total646893Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years86350CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years86168CurrentTaxYearMinus2Years
Total172518Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years565071CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years199168CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23400CurrentTaxYearMinus1Year
Current Tax Year31772CurrentTaxYear
Total819411Total
FieldValueIRS element (for citing)
Public Support Total5097055928PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years72206CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12054CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years119CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year389CurrentTaxYearMinus1Year
Current Tax Year359CurrentTaxYear
Total85127Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years72206CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years12054CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years119CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year389CurrentTaxYearMinus1Year
Current Tax Year359CurrentTaxYear
Total85127Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1893CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years337CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years163032CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1209754CurrentTaxYearMinus1Year
Total1375016Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2492511CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1477169CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1168182CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3005084CurrentTaxYearMinus1Year
Current Tax Year1192536CurrentTaxYear
Total9335482Total
FieldValueIRS element (for citing)
Public Support Percentage5090.75580PublicSupportPercentage509
Prior Year Support Percentage0.77870PriorYearSupportPercentage
Investment Income Percentage0.00910InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00810PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

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

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis8804OtherCostOrOtherBasis
Depreciation2249Depreciation
Book Value6555BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings6555TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1258206TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities64350DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99064350RevenueNotRptdF990
Revenue Subtotal1193856RevenueSubtotal
Other Revenues Not Included-89430OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-89430RevenueNotRptdOnFinStmt
Total Revenue Per Form9901104426TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1287467TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities64350DonatedServicesUseOfFacilities
Other Expenses Included89430OtherExpensesIncluded
Expenses Not Rptd F990153780ExpensesNotRptdF990
Expenses Subtotal1133687ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901133687TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE ORGANIZATION REVIEWS ITS TAX POSITIONS FOR UNCERTAINTY AND RECORDS A PROVISION FOR TAX POSITIONS WHICH MAY NOT BE SUSTAINED BASED ON THEIR TECHNICAL MERITS IF EXAMINED BY TAXING AUTHORITIES. AT JUNE 30, 2013 AND 2012, THERE WERE NO MATTERS REQUIRING A PROVISION FOR UNCERTAIN TAX POSITIONS. THE TAX YEARS 2009 TO 2012 REMAIN OPEN TO EXAMINATION BY THE TAXING JURISDICTIONS TO WHICH THE ORGANIZATION IS SUBJECT. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY THE TAXING JURISDICTIONS FOR YEARS PRIOR TO 2009.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES -89,430.
PART XII, LINE 2D - OTHER ADJUSTMENTS:DIRECT FUNDRAISING EXPENSES 89,430.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1HALL OF FAMENameOfEvent1
Gross Receipts Event1175003GrossReceiptsEvent1
Charitable Contributions Event1132114CharitableContributionsEvent1
Gross Revenue Event142889GrossRevenueEvent1
Other Direct Expenses Event169170OtherDirectExpensesEvent1
Name Of Event2BEST & BRIGHTESTNameOfEvent2
Gross Receipts Event279934GrossReceiptsEvent2
Charitable Contributions Event268140CharitableContributionsEvent2
Gross Revenue Event211794GrossRevenueEvent2
Other Direct Expenses Event214728OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events25424GrossReceiptsOtherEvents
Charitable Contrib Other Events1518CharitableContribOtherEvents
Gross Revenue Other Events23906GrossRevenueOtherEvents
Other Direct Expenses Other Events5532OtherDirectExpensesOtherEvents
Gross Receipts Total280361GrossReceiptsTotal
Charitable Contributions Total201772CharitableContributionsTotal
Gross Revenue Total Events78589GrossRevenueTotalEvents
Other Direct Expenses Total Events89430OtherDirectExpensesTotalEvents
Direct Expense Summary Events89430DirectExpenseSummaryEvents
Net Income Summary-10841NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS FOR ATTENDING JUNIOR ACHIEVEMENT EDUCATION PROGRAMSTypeOfGrant
Number Of Recipients10916NumberOfRecipients
Amount Of Cash Grant0AmountOfCashGrant
Amount Of Non Cash Assistance87073AmountOfNonCashAssistance
Method Of ValuationCOSTMethodOfValuation
Description Of Non Cash AssistanceREDUCTION OF FEESDescriptionOfNonCashAssistance

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation Required1SubstantiationRequired
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonJENNIFER BURKNamePerson
TitlePRESIDENTTitle
Base Compensation Filing Org156990BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org410OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org157400TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 7ReturnReference
ExplanationTHE EXECUTIVE DIRECTOR WAS PROVIDED A NONCASH FRINGE BENEFIT FOR THE PERSONAL USE OF THE CORPORATE VEHICLE.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, COMPRISED OF BOARD MEMBERS, PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S BYLAWS INCLUDE A FORMAL CONFLICT OF INTEREST POLICY THAT REQUIRES THE EXECUTION OF AN ANNUAL CONFLICT OF INTEREST DECLARATION ON BEHALF OF EACH DIRECTOR, OFFICER AND STAFF MEMBER.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION'S EXECUTIVE COMMITTEE REVIEWS AND ANALYZES PERFORMANCE CRITERIA AND GOALS, ALONG WITH THE COMPARATIVE SALARY DATA FROM MULTIPLE SOURCES, INCLUDING EQUI-COMP. THE DATA IS DISCUSSED AND A FORMAL RECOMMENDATION REGARDING COMPENSATION IS APPROVED AND DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION WILL PROVIDE DOCUMENTATION TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 2(C)THE PROCESS OF THE ORGANIZATIONS AUDIT COMMITTEE OVERSIGHT RESPONSIBILITIES HAS NOT CHANGED FROM THE PRIOR YEAR.CHANGES TO PROCESS OF AUDIT COMMITTEE OVERSIGHT RESPONSIBILITIES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1JUNIOR ACHIEVEMENT USABusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1ONE EDUCATION WAYAddressLine1
CityCOLORADO SPRINGSCity
StateCOState
ZIP Code80906ZIPCode
FieldValueIRS element (for citing)
EIN841267604EIN
Primary ActivitiesSUPPORT EDUCATIONAL PROGRAMSPrimaryActivities
Legal Domicile StateCOLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1JUNIOR ACHIEVEMENT USABusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypePTransactionType
Amount Involved117463AmountInvolved
Method Of Amt DeterminationACTUAL AMOUNT PAIDMethodOfAmtDetermination

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