Totals
- Total revenue
- $7,740,012
- Total expenses
- $5,816,716
- Contributions and grants received
- $4,578,821
- Grants paid
- $11,000
- Program service revenue
- $0
- Investment income
- $3,191,447
- Other revenue
- -$30,256
- Total assets, end of year
- $28,460,820
- Total liabilities, end of year
- $1,676,931
- Net assets or fund balances, end of year
- $26,783,889
- Program services expenses (Part IX)
- $4,054,305
- Management and general expenses
- $1,012,389
- Fundraising expenses
- $750,022
- Program service expenses (Part III)
- $4,054,305
Program services were 69.7% 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
$1,665,356
-
1f · All other contributions, gifts and grants
$2,913,465
-
3 · Investment income
total $572,624 · excluded $572,624
-
7a · Gross sales of assets other than inventory
securities $3,265,042
-
7b · Less cost or other basis and sales expenses
securities $646,219
-
7c · Gain or loss
securities $2,618,823
-
7d · Net gain or loss
total $2,618,823 · excluded $2,618,823
-
8a · Fundraising events: gross income
$307,021
-
8a · Fundraising events: contributions included on line 1c
$1,665,356
-
8b · Fundraising events: direct expenses
$342,401
-
8c · Net income from fundraising events
total -$35,380 · excluded -$35,380
-
11a · Other revenue: MISCELLANEOUS
total $5,124 · excluded $5,124
-
11e · Other revenue, total
$5,124
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $11,000 · program services $11,000
-
5 · Compensation of officers, directors and key employees
total $631,386 · program services $362,402 · management and general $140,595 · fundraising $128,389
-
7 · Other salaries and wages
total $2,849,734 · program services $1,997,677 · management and general $458,019 · fundraising $394,038
-
8 · Pension plan contributions
total $138,050 · program services $93,593 · management and general $23,739 · fundraising $20,718
-
9 · Other employee benefits
total $335,019 · program services $227,131 · management and general $57,610 · fundraising $50,278
-
10 · Payroll taxes
total $229,279 · program services $155,443 · management and general $39,427 · fundraising $34,409
-
11c · Fees: accounting
total $49,453 · management and general $49,453
-
11f · Fees: investment management
total $104,344 · management and general $104,344
-
12 · Advertising and promotion
total $65,170 · program services $4,878 · management and general $28,589 · fundraising $31,703
-
13 · Office expenses
total $47,440 · program services $41,881 · management and general $3,191 · fundraising $2,368
-
14 · Information technology
total $15,517 · program services $7,909 · management and general $6,154 · fundraising $1,454
-
16 · Occupancy
total $325,269 · program services $237,874 · management and general $55,678 · fundraising $31,717
-
17 · Travel
total $71,114 · program services $60,040 · management and general $5,306 · fundraising $5,768
-
19 · Conferences, conventions and meetings
total $10,202 · program services $3,370 · management and general $5,295 · fundraising $1,537
-
21 · Payments to affiliates
total $399,157 · program services $399,157
-
22 · Depreciation, depletion and amortization
total $51,327 · program services $38,495 · management and general $7,699 · fundraising $5,133
-
23 · Insurance
total $100,050 · program services $71,450 · management and general $19,073 · fundraising $9,527
-
24a · Other expenses: STUDENT MATERIALS
total $341,976 · program services $341,976
-
24b · Other expenses: MISC.
total $41,229 · program services $29 · management and general $8,217 · fundraising $32,983
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $157,300 · end of year $208,642
-
2 · Savings and temporary cash investments
beginning of year $2,601,508 · end of year $493,492
-
3 · Pledges and grants receivable
beginning of year $106,750 · end of year $145,550
-
8 · Inventories for sale or use
beginning of year $227,184 · end of year $180,497
-
9 · Prepaid expenses and deferred charges
beginning of year $55,728 · end of year $94,767
-
10a · Land, buildings and equipment: cost or other basis
$675,903
-
10b · Land, buildings and equipment: accumulated depreciation
$526,002
-
10c · Land, buildings and equipment, net
beginning of year $173,082 · end of year $149,901
-
11 · Investments: publicly traded securities
beginning of year $22,595,214 · end of year $26,317,428
-
15 · Other assets
beginning of year $1,223,139 · end of year $870,543
-
17 · Accounts payable and accrued expenses
beginning of year $461,325 · end of year $341,824
-
18 · Grants payable
beginning of year $42,678 · end of year $65,178
-
19 · Deferred revenue
beginning of year $320,500 · end of year $297,010
-
25 · Other liabilities
beginning of year $1,275,132 · end of year $972,919
-
27 · Net assets without donor restrictions
beginning of year $24,848,353 · end of year $26,584,459
-
28 · Net assets with donor restrictions
beginning of year $191,917 · end of year $199,430
Mission and programs · 2023
Mission
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY
-
JUNIOR ACHIEVEMENT EDUCATES STUDENTS, FROM KINDERGARTEN THROUGH 12TH GRADE, ABOUT WORKFORCE READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. JUNIOR ACHIEVEMENT PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE WEALTH AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE. STUDENTS PUT THESE LESSONS INTO ACTION AND LEARN THE VALUE OF CONTRIBUTING TO THEIR COMMUNITIES. IN THE 2023-2024 SCHOOL YEAR, JUNIOR ACHIEVEMENT OF CHICAGO SERVED 363,802 STUDENTS IN 17,955 CLASSROOMS THROUGHOUT THE CHICAGOLAND AREA.
Expenses $4,054,305 · Grants $11,000
As filed on the 2023 return.
Listed in Part VII
-
Thomas StaabTHOMAS STAAB
PRESIDENT & CEO
- Total calculated
- $445,867
- From this org
- $428,481
- From related orgs
- $0
- Other
- $17,386
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $315,371
- Bonus
- $113,110
- Other
- $0
- Deferred
- $16,500
- Nontaxable benefits
- $886
- Filer's total
- $445,867
-
Katherine SchererKATHERINE SCHERER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Michael FroyMICHAEL FROY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Paul GreenPAUL GREEN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey AlbeeJEFFREY ALBEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian BarnesBRIAN BARNES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Melissa BeanMELISSA BEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean BentleySEAN BENTLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
James BrambletJAMES BRAMBLET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Randy BurtRANDY BURT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas CahillTHOMAS CAHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deia CampanelliDEIA CAMPANELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Neal CampbellNEAL CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Alexander CampbellALEXANDER CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert ChodosROBERT CHODOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica ColeJESSICA COLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John CompernolleJOHN COMPERNOLLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Elle Cordes RadkeELLE CORDES RADKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tyson CornellTYSON CORNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randal DawsonRANDAL DAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ghram DebesGHRAM DEBES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Patrice DecorrevontPATRICE DECORREVONT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David DeesDAVID DEES
DIRECTOR (THROU 09/26/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Doug DonovanDOUG DONOVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Donna DorseyDONNA DORSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob DutziBOB DUTZI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles EdelsteinCHARLES EDELSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paula FergusonPAULA FERGUSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Gina FezlerGINA FEZLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
James FieldsJAMES FIELDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph FitzpatrickJOSEPH FITZPATRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sarah FlanaganSARAH FLANAGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kristen FreundKRISTEN FREUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen GalivanKAREN GALIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen GrabekSTEPHEN GRABEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stedman GrahamSTEDMAN GRAHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan Chip HardtDAN CHIP HARDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Grant HarveyGRANT HARVEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jonathan HaugebergJONATHAN HAUGEBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Joan HeggenJOAN HEGGEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve HennSTEVE HENN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Roberto HerenciaROBERTO HERENCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary HoldrenGARY HOLDREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark HuntingtonMARK HUNTINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jose Isasi IIJOSE ISASI II
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
George JohnsonGEORGE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jocelyn JopaJOCELYN JOPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kip KelleyKIP KELLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Anthony KesmanANTHONY KESMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jamie KiefferJAMIE KIEFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul LarsonPAUL LARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Katie LawlerKATIE LAWLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine LeahyCHRISTINE LEAHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt LeonardMATT LEONARD
DIRECTOR (THROU 09/26/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Curtis MaasCURTIS MAAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Patrick MacellaroPATRICK MACELLARO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
David MarbergerDAVID MARBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terrance Terry MaxwellTERRANCE TERRY MAXWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Willie MayberryWILLIE MAYBERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Carla MichelottiCARLA MICHELOTTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Aaron MinerAARON MINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas MonahanTHOMAS MONAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Heather MooneyHEATHER MOONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian MorganBRIAN MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul MorganPAUL MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Wade MynattWADE MYNATT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen NesbittSTEPHEN NESBITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry NiemanLARRY NIEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert O'KeefROBERT O'KEEF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Edmond OplerEDMOND OPLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald OrtegelDONALD ORTEGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Charmaine OwensCHARMAINE OWENS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Alberto ParacchiniALBERTO PARACCHINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mordie PearsonMORDIE PEARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jose PenaJOSE PENA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Frank PtakFRANK PTAK
DIRECTOR (THROU 09/26/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott RamsbottomSCOTT RAMSBOTTOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark RocheMARK ROCHE
DIRECTOR (THROU 09/26/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
John RodiJOHN RODI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim RozsypalJIM ROZSYPAL
DIRECTOR (THROU 01/31/24)
- Total calculated
- $0
- Hours/week
- 0.5
-
Rod SchraderROD SCHRADER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Elbert SingletonELBERT SINGLETON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mark SkrochMARK SKROCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Laura SlagterLAURA SLAGTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Denis SpringerDENIS SPRINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa StengleinLISA STENGLEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bob StewartBOB STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lynette StokesLYNETTE STOKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa StuverLISA STUVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christopher SweetlandCHRISTOPHER SWEETLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Becky TinkhamBECKY TINKHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael TowerMICHAEL TOWER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Ann TraversMARY ANN TRAVERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dan Van AkenDAN VAN AKEN
DIRECTOR (THROU 09/26/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Sandra WayneSANDRA WAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Thomas WeberTHOMAS WEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bryn WileyBRYN WILEY
DIRECTOR (THROU 09/26/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Spencer WilliamsSPENCER WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Nathan WintersNATHAN WINTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Desmond WongDESMOND WONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Maria RamosMARIA RAMOS
SVP OF EDUCATION & OPERATIONS
- Total calculated
- $249,054
- From this org
- $229,262
- From related orgs
- $0
- Other
- $19,792
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $188,781
- Bonus
- $40,481
- Other
- $0
- Deferred
- $11,525
- Nontaxable benefits
- $8,267
- Filer's total
- $249,054
-
Terrance GuthrieTERRANCE GUTHRIE
VP OF FINANCE AND ADMINISTRATION
- Total calculated
- $197,798
- From this org
- $179,798
- From related orgs
- $0
- Other
- $18,000
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $156,152
- Bonus
- $23,646
- Other
- $0
- Deferred
- $9,107
- Nontaxable benefits
- $8,893
- Filer's total
- $197,798
-
Ravi ParakkatRAVI PARAKKAT
VP OF DIGITAL TRANSFORMATION
- Total calculated
- $201,631
- From this org
- $174,543
- From related orgs
- $0
- Other
- $27,088
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $149,496
- Bonus
- $25,047
- Other
- $0
- Deferred
- $9,150
- Nontaxable benefits
- $17,938
- Filer's total
- $201,631
-
Derek ErnstDEREK ERNST
VP OF DEVELOPMENT
- Total calculated
- $193,823
- From this org
- $184,074
- From related orgs
- $0
- Other
- $9,749
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $158,914
- Bonus
- $25,160
- Other
- $0
- Deferred
- $9,145
- Nontaxable benefits
- $604
- Filer's total
- $193,823
-
Amy YoungbergAMY YOUNGBERG
VP OF PROGRAMS
- Total calculated
- $146,664
- From this org
- $131,994
- From related orgs
- $0
- Other
- $14,670
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $111,311
- Bonus
- $20,683
- Other
- $0
- Deferred
- $6,695
- Nontaxable benefits
- $7,975
- Filer's total
- $146,664
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 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- ALL EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN THE INCENTIVE PLAN ASSUMING THAT THEY HAVE BEEN EMPLOYED AT JA OF CHICAGO FOR AT LEAST SIX MONTHS AND MEET REQUIREMENTS BASED ON THEIR PERFORMANCE REVIEW. THE PLAN IS FUNDED BASED ON JA OF CHICAGO'S FUNDRAISING GOAL. AT TARGET PERFORMANCE, PAYOUTS FOR BONUSES ARE DETERMINED BASED ON PERCENTAGE OF BASE SALARY. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ADMINISTERS THE PLAN AND HAS DISCRETION OVER THE RULES AND INTERPRETATIONS OF THE PLAN.
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
- 21 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530219349301218
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