Form 990 for tax year 2022
Filed by JUNIOR ACHIEVEMENT USA.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 21 January 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total expenses
- $644,680 changed to $756,121
- Total assets, end of year
- $1,337,871 changed to $1,226,429
- Total liabilities, end of year
- $498,261 changed to $498,260
- Net assets or fund balances, end of year
- $839,610 changed to $728,169
- Program services expenses
- $524,549 changed to $635,990
- Program service expenses (Part III)
- $524,549 changed to $635,990
Listed only on the later return
- JACK PLADDYS
- THOMAS LIND
Totals
- Total revenue
- $978,813
- Total expenses
- $644,680
- Contributions and grants received
- $609,742
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $68
- Other revenue
- $369,003
- Total assets, end of year
- $1,337,871
- Total liabilities, end of year
- $498,261
- Net assets or fund balances, end of year
- $839,610
- Program services expenses (Part IX)
- $524,549
- Management and general expenses
- $68,564
- Fundraising expenses
- $51,567
- Program service expenses (Part III)
- $524,549
Program services were 81.4% 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.
-
1e · Government grants (contributions)
$609,742
-
1g · Noncash contributions included above
$49,871
-
3 · Investment income
total $68 · related or exempt $68
-
8a · Fundraising events: gross income
$472,704
-
8b · Fundraising events: direct expenses
$145,636
-
8c · Net income from fundraising events
total $327,068
-
11a · Other revenue: OTHER INCOME
total $41,935 · related or exempt $41,935
-
11e · Other revenue, total
$41,935
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $300,034 · program services $225,026 · management and general $33,003 · fundraising $42,005
-
9 · Other employee benefits
total $46,461 · program services $34,846 · management and general $5,110 · fundraising $6,505
-
10 · Payroll taxes
total $18,452 · program services $13,839 · management and general $2,030 · fundraising $2,583
-
12 · Advertising and promotion
total $43,695 · program services $43,695
-
13 · Office expenses
total $15,368 · program services $13,831 · management and general $1,537
-
16 · Occupancy
total $17,766 · program services $8,883 · management and general $8,883
-
17 · Travel
total $4,152 · program services $4,152
-
21 · Payments to affiliates
total $31,985 · program services $31,985
-
22 · Depreciation, depletion and amortization
total $15,846 · program services $15,846
-
23 · Insurance
total $8,267 · program services $7,440 · management and general $827
-
24a · Other expenses: PROGRAM MATERIALS
total $93,902 · program services $93,902
-
24b · Other expenses: RELATIONS BOARD MEETINGS
total $13,067 · program services $13,067
-
24c · Other expenses: PROFESSIONAL FEES
total $12,852 · management and general $12,852
-
24d · Other expenses: STAFF TRAINING
total $7,721 · program services $7,721
-
24e · All other expenses
total $15,112 · program services $10,316 · management and general $4,322 · fundraising $474
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $433,145 · end of year $653,926
-
2 · Savings and temporary cash investments
beginning of year $51,504 · end of year $452,815
-
3 · Pledges and grants receivable
beginning of year $40,333 · end of year $89,207
-
8 · Inventories for sale or use
beginning of year $750 · end of year $750
-
10a · Land, buildings and equipment: cost or other basis
$139,863
-
10b · Land, buildings and equipment: accumulated depreciation
$28,421
-
10c · Land, buildings and equipment, net
end of year $111,442
-
15 · Other assets
beginning of year $29,956 · end of year $29,731
-
17 · Accounts payable and accrued expenses
beginning of year $7,627 · end of year $25,613
-
19 · Deferred revenue
beginning of year $23,250 · end of year $472,648
-
25 · Other liabilities
beginning of year $21,000
-
27 · Net assets without donor restrictions
beginning of year $477,681 · end of year $811,455
-
28 · Net assets with donor restrictions
beginning of year $26,130 · end of year $28,155
Mission and programs · 2022
Mission
TO COORDINATE ADULT VOLUNTEER TEACHERS WITH K-12 STUDENTS AND PROVIDE CURRICULUM MATERIALS IN AN EFFORT TO LEARN THE WORKINGS OF THE ECONOMIC FREE ENTERPRISE SYSTEM
Activities or mission (Part I)
TEACHING K-12 STUDENTS ECONOMIC EDUCATION PROGRAMS THAT ARE TAUGHT BY ADULT VOLUNTEERS
-
THE ORGANIZATION SHARES AND COOPERATES WITH THE NATIONAL ORGANIZATION OF JUNIOR ACHIEVEMENT USA, INC. IN THE DEVELOPMENT, PROMOTION, FINANCING, SUPERVISION AND ADMINISTRATION OF THE EDUCATIONAL PROGRAMS OF JUNIOR ACHIEVEMENT, INC. A TOTAL OF 10,789 STUDENTS HAVE BEEN REACHED IN 487 CLASSROOMS IN PROGRAM YEAR ENDED JUNE 30, 2018.
Expenses $524,549
-
THE ORGANIZATION SHARES AND COOPERATES WITH THE NATIONAL ORGANIZATION OF JUNIOR ACHIEVEMENT USA, INC. IN THE DEVELOPMENT, PROMOTION, FINANCING, SUPERVISION AND ADMINISTRATION OF THE EDUCATIONAL PROGRAMS OF JUNIOR ACHIEVEMENT, INC. A TOTAL OF 10,789 STUDENTS HAVE BEEN REACHED IN 487 CLASSROOMS IN PROGRAM YEAR ENDED JUNE 30, 2018.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JOSHUA ADAMS
DIR
- Total calculated
- $0
-
DAVID ALPIZAR
DIR
- Total calculated
- $0
-
TIM ANTONITION
DIR
- Total calculated
- $0
-
RUAL AVILES
DIR
- Total calculated
- $0
-
JIM BARFIELD
DIR
- Total calculated
- $0
-
DICK BAUMBACH
DIR
- Total calculated
- $0
-
CHRISTINE BOWIN
DIR
- Total calculated
- $0
-
MARK BOYD
DIR
- Total calculated
- $0
-
MATT BRANDT
DIR
- Total calculated
- $0
-
LAURIE CAPPELLI
VICE CHAIR
- Total calculated
- $0
-
DICK BAUMBACH
DIR
- Total calculated
- $0
-
TODD CHRISTIE
DIR
- Total calculated
- $0
-
JUSTYN COLE
DIR
- Total calculated
- $0
-
CAROL CRAIG
DIR
- Total calculated
- $0
-
KIRSTEN DREGGERS
DIR
- Total calculated
- $0
-
KIT FISHER
DIR
- Total calculated
- $0
-
RANDY FLETCHER
DIR
- Total calculated
- $0
-
MOSES HARVIN II
DIR
- Total calculated
- $0
-
AARON HATTAWAY
DIR
- Total calculated
- $0
-
MATT HELMINTOLLER
DIR
- Total calculated
- $0
-
ELIZABETH BRIENZA
DIR
- Total calculated
- $0
-
LARRY JARNES
DIR
- Total calculated
- $0
-
CHRIS KERN
DIR
- Total calculated
- $0
-
JUSTIN KNOX
TREASURER
- Total calculated
- $0
-
MARK MALEK
DIR
- Total calculated
- $0
-
PETER MANNINO
DIR
- Total calculated
- $0
-
DAWN MAYS
DIR
- Total calculated
- $0
-
LARRY MCINTYRE
DIR
- Total calculated
- $0
-
PJ MCLOUGHLIN
DIR
- Total calculated
- $0
-
DR MARK MULLINS
DIR
- Total calculated
- $0
-
MICHELLE MURRELL
DIR
- Total calculated
- $0
-
KEY O'KEEFE
DIR
- Total calculated
- $0
-
BRENT PEOPLES
DIR
- Total calculated
- $0
-
TODD POKRYWA
DIR
- Total calculated
- $0
-
D TRAVIS PROCTOR
SECRETARY
- Total calculated
- $0
-
CORDELL ROLLE
DIR
- Total calculated
- $0
-
ADRIENNE ROTH
DIR
- Total calculated
- $0
-
COREY RUNTE
AT LARGE
- Total calculated
- $0
-
RICK SIMONIAN
CHAIR
- Total calculated
- $0
-
MONICA SHAH
DIR
- Total calculated
- $0
-
DAVID SMITH
DIR
- Total calculated
- $0
-
ROB SOLITO
DIRECTOR
- Total calculated
- $0
-
LINDA STOUT
DIR
- Total calculated
- $0
-
NATASHA CARTAGENA SPENCER
CHAIR
- Total calculated
- $0
-
LESLIE TIBBETTS
DIR
- Total calculated
- $0
-
MIKE WILLLIAMS JR
DIR
- Total calculated
- $0
-
LAURA MINTON YOUNG
DIR
- Total calculated
- $0
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202420269349301202
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