Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF ALABAMA INC.
Totals
- Total revenue
- $8,836,769
- Total expenses
- $1,067,188
- Contributions and grants received
- $8,685,201
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $250,770
- Other revenue
- -$99,202
- Total assets, end of year
- $9,127,631
- Total liabilities, end of year
- $255,401
- Net assets or fund balances, end of year
- $8,872,230
- Program services expenses (Part IX)
- $932,553
- Management and general expenses
- $80,926
- Fundraising expenses
- $53,709
- Program service expenses (Part III)
- $932,553
Program services were 87.4% 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
$535,112
-
1e · Government grants (contributions)
$5,075,000
-
1f · All other contributions, gifts and grants
$3,075,089
-
1g · Noncash contributions included above
$9,814
-
3 · Investment income
total $250,770 · excluded $250,770
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$535,112
-
8b · Fundraising events: direct expenses
$116,250
-
8c · Net income from fundraising events
total -$116,250 · excluded -$116,250
-
11a · Other revenue: OTHER INCOME
total $17,048 · related or exempt $17,048
-
11e · Other revenue, total
$17,048
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $215,558 · program services $178,913 · management and general $19,400 · fundraising $17,245
-
7 · Other salaries and wages
total $286,191 · program services $237,538 · management and general $25,758 · fundraising $22,895
-
8 · Pension plan contributions
total $25,676 · program services $21,311 · management and general $2,311 · fundraising $2,054
-
9 · Other employee benefits
total $43,079 · program services $35,756 · management and general $3,877 · fundraising $3,446
-
10 · Payroll taxes
total $36,756 · program services $30,508 · management and general $3,308 · fundraising $2,940
-
11g · Fees: other
total $31,196 · program services $18,428 · management and general $9,637 · fundraising $3,131
-
13 · Office expenses
total $25,984 · program services $23,762 · management and general $1,806 · fundraising $416
-
16 · Occupancy
total $72,462 · program services $67,607 · management and general $4,348 · fundraising $507
-
17 · Travel
total $1,865 · program services $1,697 · management and general $131 · fundraising $37
-
21 · Payments to affiliates
total $28,210 · program services $27,364 · management and general $846
-
23 · Insurance
total $9,030 · program services $7,224 · management and general $768 · fundraising $1,038
-
24a · Other expenses: PROGRAM MATERIALS
total $202,227 · program services $196,159 · management and general $6,068
-
24b · Other expenses: CAPSTONE PROJECT
total $36,299 · program services $35,210 · management and general $1,089
-
24c · Other expenses: OTHER PROGRAM SERVICE E
total $34,078 · program services $33,056 · management and general $1,022
-
24d · Other expenses: AE SCHOLARSHIP
total $15,974 · program services $15,495 · management and general $479
-
24e · All other expenses
total $2,603 · program services $2,525 · management and general $78
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $925,877 · end of year $5,019,843
-
2 · Savings and temporary cash investments
beginning of year $54,981 · end of year $1,254,775
-
3 · Pledges and grants receivable
beginning of year $121,744 · end of year $2,353,152
-
9 · Prepaid expenses and deferred charges
beginning of year $36,212 · end of year $43,475
-
10a · Land, buildings and equipment: cost or other basis
$74,460
-
10b · Land, buildings and equipment: accumulated depreciation
$74,460
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $52,620 · end of year $456,386
-
17 · Accounts payable and accrued expenses
beginning of year $22,524 · end of year $201,497
-
19 · Deferred revenue
beginning of year $12,568 · end of year $16,356
-
25 · Other liabilities
beginning of year $53,693 · end of year $37,548
-
27 · Net assets without donor restrictions
beginning of year $1,077,649 · end of year $1,643,022
-
28 · Net assets with donor restrictions
beginning of year $25,000 · end of year $7,229,208
Mission and programs · 2023
Mission
THE MISSION OF JUNIOR ACHIEVEMENT IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THROUGH A NETWORK OF DEDICATED CLASSROOM MENTORS FROM THE BUSINESS COMMUNITY, JUNIOR ACHIEVEMENT WORKS WITH STUDENTS AND TEACHERS IN GRADES K-12 TO IMPLEMENT CURRICULA FOCUSING ON SEVEN KEY CONTENT AREAS: BUSINESS, ECONOMICS, ENTREPRENEURSHIP, FINANCIAL LITERACY, WORKPLACE READINESS, CITIZENSHIP, AND ETHICS.
Activities or mission (Part I)
THE MISSION OF JUNIOR ACHIEVEMENT IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THROUGH A NETWORK OF DEDICATED CLASSROOM MENTORS FROM THE BUSINESS COMMUNITY, JUNIOR ACHIEVEMENT WORKS WITH STUDENTS AND TEACHERS IN GRADES K-12 TO IMPLEMENT CURRICULA FOCUSING ON SEVEN KEY CONTENT AREAS: BUSINESS, ECONOMICS, ENTREPRENEURSHIP, FINANCIAL LITERACY, WORKPLACE READINESS, CITIZENSHIP AND ETHICS.
-
THE JUNIOR ACHIEVEMENT ELEMENTARY SCHOOL PROGRAMS INCLUDE SIX SEQUENTIAL THEMES FOR KINDERGARTEN THROUGH FIFTH-GRADE STUDENTS. VOLUNTEERS PRESENT FIVE ACTIVITIES TO STUDENTS, INTRODUCING THEM TO THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. ALL ELEMENTARY SCHOOL PROGRAMS ARE CORRELATED TO THE ALABAMA COURSE OF STUDY FOR SOCIAL STUDIES, LANGUAGE ARTS AND MATH.
Expenses $624,370
-
THE MIDDLE SCHOOL PROGRAMS FOR STUDENTS IN GRADES 6, 7, AND 8 BUILD ON CONCEPTS THE STUDENTS LEARNED IN JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAMS. VOLUNTEERS PRESENT SIX ACTIVITIES THAT HELP TEENS MAKE DIFFICULT DECISIONS ABOUT HOW TO BEST PREPARE FOR THEIR EDUCATIONAL AND PROFESSIONAL FUTURE AND PROVIDE A GLOBAL AND HISTORICAL PERSPECTIVE TO CONCEPTS RELATED TO ENTREPRENEURSHIP AND ECONOMICS. THE JUNIOR ACHIEVEMENT MIDDLE SCHOOL PROGRAMS ARE ALSO CORRELATED TO THE ALABAMA COURSE OF STUDY FOR SOCIAL STUDIES, LANGUAGE ARTS, MATH AND CAREER TECH.
Expenses $128,622
-
JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. WITH A WIDE RANGE OF DIFFERENT PROGRAMS, THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. ALSO CORRELATED TO THE ALABAMA COURSE OF STUDY, THESE PROGRAMS REINFORCE THE VALUE OF WORKFORCE READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY AND SERVE AS SUPPLEMENTS TO STANDARD SOCIAL STUDIES CURRICULA.
Expenses $147,540
-
JA JOB SHADOW TAKES STUDENTS INTO THE WORKPLACE TO LEARN ABOUT CAREERS. THROUGH THIS AUTHENTIC ONE-DAY, ON-SITE EXPERIENCE, ENHANCED WITH CLASSROOM PREPARATORY AND FOLLOW-UP ACTIVITIES, STUDENTS ARE INTRODUCED TO CAREERS AND THE IMPORTANCE OF STAYING IN SCHOOL.
Expenses $32,021
-
LEARNING EXPERIENCES ARE ORGANIZED AROUND THE THREE JA PATHWAYS: FINANCIAL LITERACY, WORK AND CAREERREADINESS, AND ENTREPRENEURSHIP. WITHIN EACH PATHWAY, THERE ARE THREE TYPES OF LEARNING EXPERIENCESFORMING A PROGRESSION OF COMPETENCY-BASED LEARNING. THE FIRST AND MOST BASIC OF THE LEARNINGEXPERIENCES IS JA INTRODUCTORY LEARNING EXPERIENCES (ILES) WHICH ARE USED TO DEVELOP INTEREST FOR THESTUDENTS. EDUCATORS SELECT THE LEARNING EXPERIENCES FOR THE STUDENTS. AN EDUCATOR OR VOLUNTEER MUST VERIFY IN WRITING THAT EACH JA CLASS WAS COMPLETED IN ITS ENTIRETY, WITH THE EDUCATOR OR VOLUNTEER, WHERE APPLICABLE, COMPLETING THE REQUIRED NUMBER OF CLASS SESSIONS. VERIFICATION MUST BE OBTAINED PRIOR TO OFFICIAL REGISTRATION OF THE CLASS IN THE JA USA REGISTRATION SYSTEM.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David WalkerDAVID WALKER
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Charles Moore IIICHARLES MOORE III
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Tim LewisTIM LEWIS
DISTRICT OPERATIONS CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Joel BarberJOEL BARBER
PROGRAM CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Kristy EzellKRISTY EZELL
TREASURER/FINANCE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Alex MortonALEX MORTON
BOARD DEVELOPMENT CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Lori GoodsonLORI GOODSON
DEVELOPMENT VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Randy BreauxRANDY BREAUX
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Howard FinchHOWARD FINCH
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Thomas HarrisTHOMAS HARRIS
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
David J TurnerDAVID J TURNER
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Will McWaneWILL MCWANE
AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Greg BarkerGREG BARKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Casey BartokCASEY BARTOK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tommy BiceTOMMY BICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Sam BurnSAM BURN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Katrina CadeKATRINA CADE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Matt CarringtonMATT CARRINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Greg CurranGREG CURRAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Chris DevineCHRIS DEVINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Chris DroneyCHRIS DRONEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
J Allen DunnJ ALLEN DUNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bob GardnerBOB GARDNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
John GourleyJOHN GOURLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Derry HerringDERRY HERRING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clay HosmerCLAY HOSMER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Bill InabinetBILL INABINET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Peter IngePETER INGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Waymond JacksonWAYMOND JACKSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Tony JohnsonTONY JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Amy JordanAMY JORDAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Charles LambertCHARLES LAMBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brad LeonardBRAD LEONARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jeff LisenbyJEFF LISENBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jarvis MoreheadJARVIS MOREHEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer MummertJENNIFER MUMMERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Michael MungenastMICHAEL MUNGENAST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jonathan NelsonJONATHAN NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brennan C OhmeBRENNAN C OHME
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Robert OrrROBERT ORR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Josh PettyJOSH PETTY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Larry PirkleLARRY PIRKLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Goode Price IIIGOODE PRICE III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jamey RamseyJAMEY RAMSEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Guy RawlingsGUY RAWLINGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Clay RyanCLAY RYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jon SealeJON SEALE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Julie SheddJULIE SHEDD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Allison SkinnerALLISON SKINNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Adam SollieADAM SOLLIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Terry SparksTERRY SPARKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie YatesSTEPHANIE YATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Charles Reed IICHARLES REED II
PRESIDENT
- Total calculated
- $189,829
- From this org
- $166,487
- From related orgs
- $0
- Other
- $23,342
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,487
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $23,342
- Filer's total
- $189,829
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
None.
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520159349300792
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