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Nonprofiteer
← JA WORLDWIDE

Form 990 for tax year 2024

Filed by JA WORLDWIDE.

Totals

Total revenue
$12,735,365
Total expenses
$11,102,472
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,027,689
Investment income
$707,676
Other revenue
$0
Total assets, end of year
$9,147,789
Total liabilities, end of year
$994,598
Net assets or fund balances, end of year
$8,153,191
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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.

  • 2a · Program service revenue: CONTRIBUTIONS

    total $11,831,933 · related or exempt $11,831,933

  • 2b · Program service revenue: INSURANCE REIMBURSEMENT

    total $195,756 · related or exempt $195,756

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $127,458 · excluded $127,458

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $915,500

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

    securities $335,282

  • 7c · Gain or loss

    securities $580,218 · other assets $0

  • 7d · Net gain or loss

    total $580,218 · excluded $580,218

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $10,399,612

  • 11b · Fees: legal

    total $181

  • 11c · Fees: accounting

    total $47,175

  • 11g · Fees: other

    total $0

  • 13 · Office expenses

    total $95,378

  • 14 · Information technology

    total $130,557

  • 24a · Other expenses: CONTRACT ADMINISTRATION

    total $429,569

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,919,271 · end of year $2,976,316

  • 2 · Savings and temporary cash investments

    beginning of year $64,780 · end of year $115,453

  • 4 · Accounts receivable

    beginning of year $131,684 · end of year $202,498

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $34,789 · end of year $101,211

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,187,404 · end of year $5,752,311

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $326,978 · end of year $386,824

  • 19 · Deferred revenue

    beginning of year $10,318 · end of year $7,732

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $389,738 · end of year $600,042

  • 27 · Net assets without donor restrictions

    beginning of year $6,610,894 · end of year $8,153,191

Mission and programs · 2024

Mission

TO PROVIDE MEDICAL, DENTAL, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, VISION, AND LONG-TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF JUNIOR ACHIEVEMENT USA AND ITS AFFILIATES.

Activities or mission (Part I)

PROVIDE WELFARE BENEFITS TO ELIGIBLE EMPLOYEES.

  • TO PROVIDE MEDICAL, DENTAL, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, VISION, AND LONG-TERM DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF JUNIOR ACHIEVEMENT USA AND ITS AFFILIATES.

As filed on the 2024 return.

Listed in Part VII

  • Edward Priem II

    TRUSTEE AND CFO

    Total calculated
    $373,468
    From this org
    $0
    From related orgs
    $354,142
    Other
    $19,326
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,420 related
    Bonus
    $0 + $59,062 related
    Other
    $0 + $660 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $5,526 related
    Filer's total
    $0 + $373,468 related

  • Jack Kosakowski

    TRUSTEE AND PRESIDENT/CEO (END 6/30/2024)

    Total calculated
    $698,638
    From this org
    $0
    From related orgs
    $672,209
    Other
    $26,429
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,604 related
    Bonus
    $0 + $246,798 related
    Other
    $0 + $2,807 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $12,629 related
    Filer's total
    $0 + $698,638 related

  • Joe Burke

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Mark Fiore

    S.V.P. - COMP. & BENEFITS

    Total calculated
    $289,440
    From this org
    $0
    From related orgs
    $248,316
    Other
    $41,124
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,462 related
    Bonus
    $0 + $47,681 related
    Other
    $0 + $1,173 related
    Deferred
    $0 + $10,125 related
    Nontaxable benefits
    $0 + $30,999 related
    Filer's total
    $0 + $289,440 related

  • Tim Greinert

    PRESIDENT

    Total calculated
    $538,518
    From this org
    $0
    From related orgs
    $497,102
    Other
    $41,416
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,115 related
    Bonus
    $0 + $117,631 related
    Other
    $0 + $4,356 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $27,616 related
    Filer's total
    $0 + $538,518 related

  • Loretta Rodriguez Trustee

    CHIEF HUMAN RESOURCES AND DIVERSITY OFFICER

    Total calculated
    $341,041
    From this org
    $0
    From related orgs
    $314,038
    Other
    $27,003
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,567 related
    Bonus
    $0 + $48,633 related
    Other
    $0 + $2,838 related
    Deferred
    $0 + $12,647 related
    Nontaxable benefits
    $0 + $14,356 related
    Filer's total
    $0 + $341,041 related

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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 CEO COMPENSATION
COMPENSATION IS PAID BY JUNIOR ACHIEVEMENT USA, A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A & 15B DISCLOSURE FOR HOW COMPENSATION IS DETERMINED FOR THE CEO.

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
2024
Filed
2 March 2026
IRS schema version
2024v5.1
Source object
202600619349301245

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