2011-05-16T10:32:28-05:00 2010-06-30 D'Arcangelo & Co LLP 3000 Westchester Ave Purchase NY 105772538 990 2009-07-01 133001065 JUNIOR ACHIEVEMENT OF THE HUDSON VALLEY INC JUNI 9145249760 12 HAMILTON PLACE No 2 TARRYTOWN NY 105913404 ANGELA GIUSTINO 9145249760 2011-05-16 1 Alfred F Thoben 9146944600 2009 2016-02-24 21:20:13Z ANGELA GIUSTINO 12 HAMILTON PLACE SUITE 2 TARRYTOWN NY 105913404 293604 0 X http//hudsonvalleyja.org X 1973 NY INSPIRE AND PREPARE YOUNG PEOPLE TO BE SUCCESSFUL IN A GLOBAL ECONOMY. 17 17 6 0 0 0 299809 147608 0 143 158 25047 107189 324999 254955 0 0 259648 156468 0 31098 152926 118416 412574 274884 -87575 -19929 68231 82633 161639 195236 -93408 -112603 TO INSPIRE AND PREPARE YOUNG PEOPLE TO BE SUCCESSFUL IN A GLOBAL ECONOMY. 0 0 193943 147608 PROVIDE EDUCATION PROGRAMS TO STUDENTS IN GRADES K TO 12, WHICH EXTENDS STUDENTS SKILL, KNOWLEDGE AND MOTIVATION TO BE SUCCESSFUL IN SCHOOL, IN THE WORKPLACE AND IN LIFE. THE EDUCATIOAL FOCUS IS TO PROVIDE CURRICULUM IN WORKFORCE READINESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP. 193943 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 6 1 0 0 0 0 0 1 1 0 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X The Organization 9145249760 12 HAMILTON PLACE No 2 TARRYTOWN NY 105913404 ANGELA GIUSTINO 50.00 X X X 69049 0 0 Leigh J Abrams 1.00 X 0 0 0 Edward Ankudavich 1.00 X 0 0 0 MICHAEL D DOYLE 2.00 X X 0 0 0 Richard Dowd 1.00 X 0 0 0 CHRISTOPHER D LEVENDOS 1.00 X 0 0 0 LEONA LINDNER 1.00 X 0 0 0 Sue D'Emic 1.00 X 0 0 0 Terrence Kitson 1.00 X 0 0 0 Edwin Badillo 1.00 X 0 0 0 MARLINE GRANT 1.00 X 0 0 0 James B White 3.00 X X 0 0 0 JIM FOSINA 1.00 X 0 0 0 MARIE GALLAGER 1.00 X X 0 0 0 SHAWN A MILES 2.00 X X 0 0 0 PETER DINICOLA 1.00 X 0 0 0 BRUNO SEMENTILLI 1.00 X 0 0 0 JOHN COLE 1.00 X 0 0 0 JOSEPH P HEARLY 1.00 X 0 0 0 69049 0 0 0 0 0 0 0 147608 147608 158 158 145838 38649 107189 107189 254955 0 0 107347 70583 70583 62202 40432 5598 16172 12939 8410 1669 2860 10744 6984 967 2793 6000 6000 33531 32487 232 812 17222 11194 1550 4478 3838 2495 345 998 11325 11325 18450 18450 1588 794 794 2273 2273 MISCELLANEOUS EXPENSE 6419 4814 1284 321 OFFICE ADMINISTRATION 6030 3920 542 1568 TELEPHONE 4887 3665 489 733 STUDENT PROGRAMS 2017 2017 POSTAGE AND SHIPPING 1453 1090 218 145 3383 2785 380 218 274884 193943 49843 31098 1267 4067 24100 49550 14813 14022 8099 68424 64958 5054 3466 3428 4321 11470 7207 68231 82633 72364 88843 85177 85186 4098 21207 161639 195236 X -93408 -112603 -93408 -112603 68231 82633 X 0 1 1 X 0 X 414636 295307 392968 324856 254797 1682564 414636 295307 392968 324856 254797 1682564 122918 1559646 510 603 121 143 158 1535 604 63485 9599 73688 1757787 0.88730 0.83960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7139 3673 3466 61285 61285 0 3466 RESTRICTED CASH HELD IN TRUST 657 RENT DEPOSIT 1750 PROGRAM MATERIALS ON HAND 4800 7207 cash held in trust for regional conferences 657 payable to ja worldwide 20550 21207 254955 274884 -19929 734 734 -19195 237240 735 735 236505 18450 18450 254955 256435 0 256435 18450 18450 274885 Part X: Description of Uncertain Tax Positions Under FIN 48: Income taxes The Organization is exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code and from New York State income taxes. The Organization has been classified as an entity that is not a private foundation under the Internal Revenue Code whereby donors qualify for deductible contributions as provided in Section 170(b)(1)(A)(vi). The Organizations accounting policy is to provide liabilities for uncertain tax positions when a liability is probable and estimable. Management is not aware of any violation of its tax status as an organization exempt from income taxes, nor of any exposure to unrelated business income tax. Information returns for the years 2007 to 2010 are subject to audit by the applicable taxing jurisdictions. Part XII, Line 4b - Other Adjustments: FRANCHISE FEE PAID TO NATIONAL ORGANIZATION: 18450. Part XIII, Line 4b - Other Adjustments: FRANCHISE FEE PAID TO NATIONAL ORGANIZATION: 18450. LEADERSHIP DINNER 99612 99612 25219 BOWL-A-THONS 21156 21156 2680 2 25070 25070 10750 145838 145838 38649 38649 107189 ORGANIZATION STAFF 12 HAMILTON PLACE SUITE 2 TARRYTOWN NY 105913404 1 0 0 0 0 0 0 0 0 0 Form 990, Part VI, Section B, line 11 THE BOARD HAS DELEGATED THE REVIEW OF THE FORM 990 AND OTHER FINANCIAL INFORMATION TO THE FINANCE COMMITTEE CONSISTING OF THE CHAIRMAN, PRESIDENT AND TREASURER. THE INITIAL DRAFT OF FORM 990 WAS SUBMITTED TO THOSE REPRESENTATIVES FOR REVIEW AND COMMENT ON THE ORGAINIZATIONAL INFORMATION DISCLOSED. CHANGES AS REQUIRED WERE MADE TO REFLECT THE REVIEW COMMENTS. A REVISED DRAFT WAS SUBMITTED AND COPIES WERE E-MAILED TO ALL THE BOARD MEMBERS WITH A REQUEST THAT THEY REVIEW THE FORM 990 AND CONTACT THE PRESIDENT WITH ANY QUESTIONS WITHIN A WEEK OF RECEIVING THE FORM AND A NOTATION THAT THE RETURN HAD BEEN REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND APPROVED BY THEM. Form 990, Part VI, Section B, line 12c THE BOARD COMPLETES A CONFLICT OF INTEREST QUESTIONAIRE EACH YEAR. ANY ANSWERS INDICATING A POSSIBLE CONFLICT OF INTEREST ARE REVIEWED BY THE CHAIRMAN AND PRESIDENT. THE ORGANIZATION HAS A POLICY OF NOT DOING BUSINESS WITH MEMBERS OF THE BOARD OR FORMER MEMBERS. THERE IS RARELY ANYTHING THAT HAS BEEN REPORTED ON THE QUESTIONAIRE. IN THE EVENT THAT SOMETHING IS REPORTED, THE CHAIRMAN WILL EVALUATE WHETHER THE REPORTED MATTER REPRESENTS A MINOR CONFLICT NOT LIKELY TO EFFECT THE PERSONS RESPONSIBILITIES AS A BOARD MEMBER, OR COULD REPRESENT A SERIOUS CONFLICT THAT COULD COMPROMISE ACTIONS TAKEN BY THE BOARD. MINOR CONFLICTS WOULD BE DISCUSSED WITH THE BOARD MEMBER TO OUTLINE ANY RESTRICTION THAT COULD RESULT FROM THE CONFLICT IN CONDUCTING BOARD BUSINESS. A SERIOUS CONFLICT WOULD LIKEWISE BE DISCUSSED AND THE BOARD MEMBER REQUESTED TO RESIGN. AS INDICATED, DUE TO THE NATURE OF THE ORGANIZATION, THE ACTION THAT WOULD BE TAKEN UPON REPORTING A CONFLICT IS HYPOTHETICAL AS BOARD MEMBERS ARE INTERVIEWED PRIOR TO JOINING THE BOARD AND REQUIRED TO REPORT ANY CONFLICTS PRIOR TO BEING APPONTED. Form 990, Part VI, Section B, line 15a THE BOARD OF DIRECTORS REVIEW ANNUALLY THE SALARY OF THE PRESIDENT (WHO IS THE CEO OF THE ORGANIZATION AND SERVES ON AS A NONVOTING MEMBER OF THE BOARD). MEMBERS OF THE BOARD ARE GENERALLY BUSINESS EXECUTIVES WORKING IN THE LOCAL COMMUNITY, THE BOARD DISCUSSES LOCAL SALARY AND BENEFIT PACKAGES FOR OTHER CEO'S OF SIMILAR ORGANIZATIONS, AND CONSIDER THE ORGANIZATION'S FINANCES IN MAKING A FINAL DETERMINATION. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST MADE TO THE ORGANIZATION'S OFFICE. THE DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE, OR MAY BE MADE AVAILABLE BY E-MAIL OF THE DOCUMENTS REQUESTED. THE FINANCE COMMITTEE CONSISTING OF THE CHAIRMAN, PRESIDENT AND TREASURER THE FINANCE COMMITTEE REVIEWS THE AUDIT REQUIREMENTS AND THE RELATIONSHIP WITH THE AUDITORS PROPOSED AND REPORT TO THE ENTIRE BOARD FOR A VOTE TO APPOINT THE AUDITORS. THE FINANCE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING THE DRAFT OF THE AUDITED FINANCIAL STATEMENTS AND DRAFT FORM 990 TO ASSURE THAT THE FINANCIAL STATEMENTS ARE PROPERLY STATED AND PROPERLY REFLECT THE FINANCIAL POSITION AND ACTIVITIES OF THE ORGANIZATION. JUNIOR ACHIEVEMENT WORLDWIDE ONE EDUCATION WAY COLORADO SPRINGS CO 80906 PROVIDE LEADERSHIP TO SEPARATELY INCORPORATED JUNIOR ACHIEVEMENT ORG CO 501(C)(3) PUBLIC CHARITY 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 JUNIOR ACHIEVEMENT WORLDWIDE - LICENSING FEES B JUNIOR ACHIEVEMENT WORLDWIDE C JUNIOR ACHIEVEMENT WORLDWIDE - PURCHASE OF ED MATERIAL USED IN PROGRAMS G JUNIOR ACHIEVEMENT WORLDWIDE - PAYMENT FOR SHARED HEALTH AND LIAB INSURANCE Q