PRESIDENT

2011-02-25T16:40:38-06:00 2010-06-30 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900243783 990 2009-07-01 951799192 Junior Achievement of Southern California Inc JUNI 3239571818 6250 Forest Lawn Drive Los Angeles CA 900681016 GARY HICKMAN PRESIDENT 3239571818 2011-02-24 1 Lior Temkin 3104773924 2011-02-24 2009 2016-02-24 21:20:13Z GARY W HICKMAN 6250 Forest Lawn Drive Los Angeles CA 900681016 3410660 0 X www.jasocal.org X 1954 CA JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA IS A NON-PROFIT PUBLIC CORPORATION THAT INSPIRES KIDS TO ACHIEVE AT THE BUSINESS OF LIFE THROUGH A COMMUNITY-BASED PARTNERSHIP OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 67 67 42 6000 0 0 1530201 2637201 209599 272890 3826 772 878852 27683 2622478 2938546 0 0 2534776 2410430 0 508113 1900609 1424684 4435385 3835114 -1812907 -896568 6653944 6051263 3207336 3501223 3446608 2550040 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA IS A NON-PROFIT PUBLIC CORPORATION THAT INSPIRES KIDS TO ACHIEVE AT THE BUSINESS OF LIFE THROUGH A COMMUNITY-BASED PARTNERSHIP OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 0 0 2699241 297660 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA'S INNOVATIVE FINANCIAL EDUCATION SIMULATION, JUNIOR ACHIEVEMENT FINANCE PARK, REACHED ITS 10,000TH STUDENT IN JUNE 2009. THE EXPERIENTIAL SIMULATION TEACHES MIDDLE AND HIGH SCHOOL STUDENTS HOW TO CREATE A MONTHLY BUDGET WHILE TAKING ON THE ROLE OF AN ADULT. 2699241 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 42 1 0 0 0 0 0 0 0 0 0 1 67 67 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Merle Black 3239571818 6250 Forest Lawn Drive Los Angeles CA 900681016 AVO AMIRIAN IT/TECHNOLOGY CHAIR 2.00 X 0 0 0 WOODROW ANDERSON BOARD MEMBER 1.00 X 0 0 0 JOEL Aronowitz MD BOARD MEMBER 1.00 X 0 0 0 FRANK BALDINO BOARD MEMBER 1.00 X 0 0 0 CHRIS BERRY BOARD MEMBER 1.00 X 0 0 0 GARY BIRKENBEUEL BOARD MEMBER 1.00 X 0 0 0 WILLIAM BLOOMFIELD BOARD MEMBER 1.00 X 0 0 0 LAWRENCE BOND BOARD MEMBER 1.00 X 0 0 0 JOHN BRADLEY BOARD MEMBER 1.00 X 0 0 0 WAYNE BRANDT BOARD MEMBER 1.00 X 0 0 0 DARRELL BROWN BOARD MEMBER 1.00 X 0 0 0 MAYNARD BROWN BOARD MEMBER 1.00 X 0 0 0 JOHN CAMPANELLI BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER CHEE BOARD MEMBER 1.00 X 0 0 0 BILL CHUBB BOARD MEMBER 1.00 X 0 0 0 GREGORY CRAIG BOARD MEMBER 1.00 X 0 0 0 CAROLE CURB NEMOY BOARD MEMBER 1.00 X 0 0 0 Fred N Davis BOARD MEMBER 2.00 X 0 0 0 RICHARD DAVIS BOARD MEMBER 1.00 X 0 0 0 Jeremy P Dicker GOLF CLASSIC CHAIR 2.00 X 0 0 0 KEITH DOLABSON BOARD MEMBER 1.00 X 0 0 0 STEVE DOLCEMASCHIO BOARD MEMBER 1.00 X 0 0 0 JOSEPH EISELE BOARD MEMBER 1.00 X 0 0 0 RAYMOND EVANS BOARD MEMBER 1.00 X 0 0 0 ROBERT FLICK BOARD MEMBER 1.00 X 0 0 0 GREGORY FRANKS BOARD MEMBER 1.00 X 0 0 0 THERESE GAMBA BOARD MEMBER 1.00 X 0 0 0 JOHN GATTI BOARD MEMBER 1.00 X 0 0 0 DAVID GENSLER BOARD MEMBER 1.00 X 0 0 0 HANS GUSTAFSSON BOARD MEMBER 1.00 X 0 0 0 TOM HAMPTON BOARD MEMBER 1.00 X 0 0 0 STEPHEN HARRIS BOARD MEMBER 1.00 X 0 0 0 MARK HUGHES BOARD MEMBER 1.00 X 0 0 0 FRANK JANSEN BOARD MEMBER 1.00 X 0 0 0 JOHN KELLY BOARD MEMBER 1.00 X 0 0 0 KIRK KOENIG BOARD MEMBER 1.00 X 0 0 0 Leonard A Kortekaas SECRETARY 2.00 X 0 0 0 PATRICK E LAMB BOARD MEMBER 1.00 X 0 0 0 Barbara D Lancaster BOARD MEMBER 2.00 X 0 0 0 Marcia Lansdon EDUCATION/PROGRAMS CHAIR 2.00 X 0 0 0 JOHN LAPHAM BOARD MEMBER 1.00 X 0 0 0 JANE E LEE BOARD MEMBER 1.00 X 0 0 0 CRAIG LEVRA BOARD MEMBER 1.00 X 0 0 0 VINCENT MALCOLM BOARD MEMBER 1.00 X 0 0 0 Marshall H Mathison VICE CHAIR/ AUDIT COMMITTEE 2.00 X 0 0 0 Thomas E McCarthy CHAIRMAN OF THE BOARD 2.00 X 0 0 0 Paul E McGunnigle VICE CHAIR/ FACILITIES CHAIR 2.00 X 0 0 0 MARK MCMORROW BOARD MEMBER 1.00 X 0 0 0 ALAN ORECHWA BOARD MEMBER 1.00 X 125000 0 0 CHA Y PARK BOARD MEMBER 1.00 X 0 0 0 ROBERT PARKE BOARD MEMBER 1.00 X 0 0 0 NEETA PATEL BOARD MEMBER 1.00 X 0 0 0 FRANCES PAWLAK BOARD MEMBER 1.00 X 0 0 0 ANDREW RATNER BOARD MEMBER 1.00 X 0 0 0 DAVID RATTRAY BOARD MEMBER 1.00 X 0 0 0 ED REYES BOARD MEMBER 1.00 X 0 0 0 CARY RUBINSTEIN BOARD MEMBER 1.00 X 0 0 0 ROBERT SHANNON BOARD MEMBER 1.00 X 0 0 0 Sam H Sheth BOARD MEMBER 2.00 X 0 0 0 STEPHEN SILK BOARD MEMBER 1.00 X 0 0 0 BARRY SIMMONS BOARD MEMBER 1.00 X 0 0 0 TONY SMITH BOARD MEMBER 1.00 X 0 0 0 JOHN STEPHAN BOARD MEMBER 1.00 X 0 0 0 John M Tipton FUNDING/ DEVELOPMENT CHAIR 2.00 X 0 0 0 JOSEPH VIOLA BOARD MEMBER 1.00 X 0 0 0 BRIAN WALL BOARD MEMBER 1.00 X 0 0 0 DAVID WHITE BOARD MEMBER 1.00 X 0 0 0 DARCY WILSON-JONES BOARD MEMBER 1.00 X 0 0 0 GARY W HICKMAN PRESIDENT 40.00 X 250000 0 30311 MARGO WHITE EXECUTIVE VP - EDUCATION 40.00 X 132912 0 14102 CHRISTINE SHEWBRIDGE EXECUTIVE DIRECTOR 40.00 X 110184 0 12267 618096 0 56680 4 0 1 0 0 1139769 1497432 2675 2637201 PROGRAM SPONSORSHIP 611710 230000 230000 PROGRAM FEES 611710 42890 42890 272890 772 772 24770 24770 24770 24770 25849 25849 0 0 446265 1139769 446265 0 Other income 611710 2913 2913 2913 2938546 297660 0 3685 280311 190036 36920 53355 1689314 1182134 216985 290195 161102 110355 21043 29704 138830 96862 17878 24090 140873 98463 18092 24318 27000 19155 3492 4353 19175 13603 2480 3092 53861 53861 106643 73060 25617 7966 286830 233964 25703 27163 39284 31548 3605 4131 1932 1932 225967 123113 102854 79318 79318 249775 186248 29308 34219 10079 8236 907 936 PROGRAM MATERIALS 225224 225224 0 0 BAD DEBT EXPENSE 64547 64547 MISCELLANEOUS EXPENSES 13685 8865 3700 1120 VOLUNTEER RECOGNITION 8562 8562 DUES AND SUBSCRIPTIONS 7054 5650 654 750 5748 2913 114 2721 3835114 2699241 627760 508113 208869 154937 251130 235439 893846 681116 35415 30902 127395 52777 8151370 3255278 5137289 4896092 6653944 6051263 198972 188594 55250 190000 2600992 2866361 300000 220000 52122 36268 3207336 3501223 X 1375075 356931 2025248 2146824 46285 46285 3446608 2550040 6653944 6051263 X 0 1 1 X 0 X 3908051 4220842 4214585 2409053 2637201 17389732 2419594 2371092 2408820 1688832 1883694 10772032 6327645 6591934 6623405 4097885 4520895 28161764 55000 193048 60610 170517 479175 0 55000 193048 60610 170517 479175 27682589 16198 17706 8733 3826 772 47235 16198 17706 8733 3826 772 47235 16212 4320 2913 23445 6360055 6613960 6632138 4101711 4524580 28232444 0.98050 0.82290 0.00170 0.00220 X Schedule A, Part II, Line 12, Explanation of Other Income: MISCELLANEOUS Schedule A, Part IV, List of Unusual Grants: cash Date: 06/30/06 Amount: 800000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46285 14 -14 46285 46285 46285 1.00000 0 0 1700000 1700000 5994620 2819702 3174918 456750 435576 21174 4896092 CAPITAL LEASE PAYABLE 36268 36268 2938546 3835114 -896568 0 -896568 2989561 51015 51015 2938546 0 2938546 3886129 51015 51015 3835114 0 3835114 Part V, Line 4: Description of Intended Use of Endowment Funds: To support the operations of the organization's mission. Part X: Description of Uncertain Tax Positions Under FIN 48: Effective July 1, 2009, the Organization adopted FASB ASC 740, "Uncertainty in Income Taxes" ('ASC 740'). In accordance with ASC 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, 2010, the Organization did not recognize any amount in potential interest and penalties associated with uncertain tax positions. BOWL-A-THON 688007 623049 64958 64958 TRIBUTE DINNER 406082 255299 150783 150783 3 491945 261421 230524 230524 1586034 1139769 446265 446265 446265 0 X X X X 0 0 0 0 0 0 0 0 0 GARY W HICKMAN 250000 0 0 0 0 0 27347 0 2964 0 280311 0 0 0 Alan Orechwa FORMER BOARD MEMBER 125000 CONSULTING SERVICES 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 following are the members of the executive committee: Thomas E. McCarthy Paul E. McGunnigle Marshall H. Mathison Leonard A. Kortekaas Barbara D. Lancaster Jeremy P. Dicker Fred N. Davis John M. Tipton Marcia Lansdon Avo Amirian Sam H. Sheth Form 990, Part VI, Section B, line 11 THE TAX RETURN WAS RECEIVED FROM THE INDEPENDENT ACCOUNTING FIRM AND REVIEWED. IT WAS 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 COMPENSATION COMMITTEE MAKES THE DECISION ON CEO COMPENSATION. THE COMMITTEE INCLUDES THE PAST CHAIRMAN, CURRENT CHAIRMAN AND THE INCOMING CHAIRMAN. 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 XI, LINE 2C: SINCE THE FILING OF PRIOR YEAR 2008 TAX RETURN, THERE HAVE BEEN NO CHANGES TO THE AUDIT OVERSIGHT AND SELECTION PROCESS. SCHEDULE L, PART IV: Former board member, Alan Orechwa, resigned from the board during the 2010 fiscal year to perform consulting services for the organization.