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Nonprofiteer
← JUNIOR ACHIEVEMENT OF NORTHERN INDIANA

Form 990 for tax year 2023

Filed by JUNIOR ACHIEVEMENT OF NORTHERN INDIANA.

Totals

Total revenue
$4,566,510
Total expenses
$5,731,212
Contributions and grants received
$4,143,840
Grants paid
$0
Program service revenue
$402,261
Investment income
$160,718
Other revenue
-$140,309
Total assets, end of year
$9,675,643
Total liabilities, end of year
$1,840,464
Net assets or fund balances, end of year
$7,835,179
Program services expenses (Part IX)
$4,118,471
Management and general expenses
$758,460
Fundraising expenses
$854,281
Program service expenses (Part III)
$4,118,471

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $1,187,015

  • 1d · Related organizations

    $375,215

  • 1e · Government grants (contributions)

    $107,631

  • 1f · All other contributions, gifts and grants

    $2,473,979

  • 1g · Noncash contributions included above

    $131,186

  • 2a · Program service revenue: JA FINANCE PARK

    total $246,645 · related or exempt $246,645

  • 2b · Program service revenue: JA BIZTOWN

    total $135,173 · related or exempt $135,173

  • 2c · Program service revenue: PROGRAM FEES

    total $20,443 · related or exempt $20,443

  • 3 · Investment income

    total $149,310 · excluded $149,310

  • 7a · Gross sales of assets other than inventory

    securities $710,000

  • 7b · Less cost or other basis and sales expenses

    securities $695,925 · other assets $2,667

  • 7c · Gain or loss

    securities $14,075 · other assets -$2,667

  • 7d · Net gain or loss

    total $11,408 · related or exempt -$2,667 · excluded $14,075

  • 8a · Fundraising events: gross income

    $247,122

  • 8a · Fundraising events: contributions included on line 1c

    $1,187,015

  • 8b · Fundraising events: direct expenses

    $443,645

  • 8c · Net income from fundraising events

    total -$196,523 · excluded -$196,523

  • 9a · Gaming: gross income

    $82,738

  • 9b · Gaming: direct expenses

    $95,834

  • 9c · Net income from gaming

    total -$13,096 · excluded -$13,096

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $69,310 · related or exempt $69,310

  • 11e · Other revenue, total

    $69,310

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $12,478 · management and general $12,478

  • 7 · Other salaries and wages

    total $2,725,614 · program services $1,624,456 · management and general $466,283 · fundraising $634,875

  • 8 · Pension plan contributions

    total $51,777 · program services $34,036 · management and general $4,439 · fundraising $13,302

  • 9 · Other employee benefits

    total $197,828 · program services $122,164 · management and general $27,919 · fundraising $47,745

  • 10 · Payroll taxes

    total $199,278 · program services $118,769 · management and general $34,092 · fundraising $46,417

  • 11b · Fees: legal

    total $2,295 · management and general $2,295

  • 11c · Fees: accounting

    total $37,500 · management and general $37,500

  • 11f · Fees: investment management

    total $2,426 · management and general $2,426

  • 11g · Fees: other

    total $73,314 · program services $29,002 · management and general $7,672 · fundraising $36,640

  • 12 · Advertising and promotion

    total $52,441 · program services $52,044 · fundraising $397

  • 13 · Office expenses

    total $112,905 · program services $101,263 · management and general $5,821 · fundraising $5,821

  • 14 · Information technology

    total $38,803 · program services $34,923 · management and general $1,940 · fundraising $1,940

  • 16 · Occupancy

    total $109,471 · program services $98,524 · management and general $5,473 · fundraising $5,474

  • 17 · Travel

    total $64,622 · program services $54,929 · fundraising $9,693

  • 20 · Interest

    total $753 · management and general $753

  • 21 · Payments to affiliates

    total $477,169 · program services $381,735 · management and general $95,434

  • 22 · Depreciation, depletion and amortization

    total $290,231 · program services $261,209 · management and general $14,511 · fundraising $14,511

  • 23 · Insurance

    total $57,788 · program services $52,010 · management and general $2,889 · fundraising $2,889

  • 24a · Other expenses: DIRECT PROG MATERIAL/EXP

    total $1,101,294 · program services $1,101,294

  • 24b · Other expenses: BOARD ACTIVITIES

    total $60,786 · management and general $29,578 · fundraising $31,208

  • 24c · Other expenses: STAFF TRAINING

    total $47,428 · program services $37,102 · management and general $6,957 · fundraising $3,369

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $15,011 · program services $15,011

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,936,131 · end of year $3,005,318

  • 2 · Savings and temporary cash investments

    beginning of year $93,889 · end of year $94,311

  • 3 · Pledges and grants receivable

    beginning of year $878,673 · end of year $682,260

  • 4 · Accounts receivable

    beginning of year $198,819 · end of year $170,525

  • 9 · Prepaid expenses and deferred charges

    beginning of year $128,562 · end of year $109,428

  • 10a · Land, buildings and equipment: cost or other basis

    $2,668,231

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,147,503

  • 10c · Land, buildings and equipment, net

    beginning of year $1,650,531 · end of year $1,520,728

  • 11 · Investments: publicly traded securities

    beginning of year $430,444 · end of year $2,510,256

  • 15 · Other assets

    beginning of year $1,588,788 · end of year $1,582,817

  • 17 · Accounts payable and accrued expenses

    beginning of year $589,533 · end of year $321,595

  • 19 · Deferred revenue

    beginning of year $153,130 · end of year $220,863

  • 25 · Other liabilities

    beginning of year $1,245,240 · end of year $1,298,006

  • 27 · Net assets without donor restrictions

    beginning of year $7,852,301 · end of year $6,806,060

  • 28 · Net assets with donor restrictions

    beginning of year $1,065,633 · end of year $1,029,119

Mission and programs · 2023

Mission

THE MISSION STATEMENT OF JANI IS: TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.

  • JA IN-SCHOOL PROGRAMS: THE IN-SCHOOL PROGRAMS INCLUDE 17 SEQUENTIAL THEMES FOR PRE-K THROUGH 12TH GRADE. STUDENTS LEARN CONCEPTS OF FINANCIAL LITERACY, WORKFORCE READINESS AND ENTREPRENEURSHIP. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR THEIR FUTURES AND LIFELONG LEARNING. THE PROGRAMS WERE PRESENTED BY 2,459 TRAINED VOLUNTEERS THIS YEAR. IN 2022-23 JANI BEGAN A NEW HIGH SCHOOL PROGRAM CALLED 3DE IN TWO OF THE LOCAL HIGH SCHOOLS. IN 3DE, THE LEARNING EXPERIENCE IS RE-ENGINEERED TO BE AUTHENTICALLY CONNECTED TO THE WORLD THAT EXISTS BEYOND THE CLASSROOM WALLS. (CONTINUED ON SCH O)

    Expenses $2,938,375 · Revenue $20,443

  • JA BIZTOWN: THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES, AND ACTIVE PARTICIPATION IN A SIMULATED COMMUNITY DESIGNED TO SUPPORT DIFFERENTIATED LEARNING STYLES, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN A WORLDWIDE ECONOMY. THE JA BIZTOWN PROGRAM COMBINES IN- CLASS LEARNING WITH A DAY-LONG VISIT TO THIS FULLY-INTERACTIVE SIMULATED TOWN FACILITY. THE PROGRAM HELPS STUDENTS CONNECT THE DOTS BETWEEN WHAT THEY LEARN IN SCHOOL AND THE REAL WORLD.

    Expenses $775,498 · Revenue $135,173

  • JA FINANCE PARK: JA FINANCE PARK IS AN EDUCATION PROGRAM THAT INTRODUCES PERSONAL FINANCIAL PLANNING AND CAREER EXPLORATION. IT IS DESIGNED TO BE TAUGHT TO MIDDLE AND HIGH SCHOOL STUDENTS BY CLASSROOM TEACHERS. AT THE CULMINATION OF THIS PROGRAM, STUDENTS VISIT THE JA FINANCE PARK FACILITY TO PUT INTO PRACTICE WHAT THEY HAVE LEARNED ABOUT PRINCIPLES OF BUDGETING. ASSISTED BY THEIR TEACHERS AND A STAFF OF TRAINED VOLUNTEERS, THEY HAVE THE OPPORTUNITY TO DEVELOP A PERSONAL BUDGET. THE PROGRAM COMBINES IN-CLASS LEARNING WITH A DAY-LONG VISIT TO THE JA FINANCE PARK FACILITY.

    Expenses $404,598 · Revenue $246,645

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lena Yarian

    PRESIDENT

    Total calculated
    $235,560
    From this org
    $68,701
    From related orgs
    $157,450
    Other
    $9,409
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $68,701 + $157,450 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $2,262
    Nontaxable benefits
    $7,147
    Filer's total
    $78,110 + $157,450 related

  • Andy Veenstra

    BOARD CHAIRM

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Amy Lehrman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andy Brooks

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathy Rogers

    BOARD SECRET

    Total calculated
    $0
    Hours/week
    1

  • Brad Smuts

    FINANCE COMM

    Total calculated
    $0
    Hours/week
    1

  • Dr Mark Daniel

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Steve Fink

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Jeans

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Greg O'Daniel

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Eric Ottinger

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Troy Panning

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Ron Turpin

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Mike Wallace

    EXECUTIVE ME

    Total calculated
    $0
    Hours/week
    1

  • Stan Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J Arnold

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Bell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Benzing

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dana Berkes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Morgan Boudler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rob Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Busse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan Copeland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Justin Craw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mohamad Dahouk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Katie Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Earls

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Fedele

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stefanie Gerardot

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe Headdy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Henry III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Hissong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elaine Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Kamphues

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Khorshid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julianne Lassus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Larry Mayers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Mishler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Niezer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dean Oakes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Onest

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan Palmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Pasterick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rex Peters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicole Rexroth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Lance Richey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Roebel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Daniel Schmitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Schoegler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Spake-Leeper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Daniel Stoker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Bill Toler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tony Tranquill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Darren Vogt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Wilhelm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rick Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202403199349305195

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