Skip to content
Nonprofiteer
← JUNIOR ACHIEVEMENT OF SOUTHERN CA

Form 990 for tax year 2023

Filed by JUNIOR ACHIEVEMENT OF SOUTHERN CA.

Totals

Total revenue
$3,577,459
Total expenses
$3,946,274
Contributions and grants received
$2,949,834
Grants paid
$0
Program service revenue
$395,030
Investment income
$168,141
Other revenue
$64,454
Total assets, end of year
$8,099,814
Total liabilities, end of year
$423,408
Net assets or fund balances, end of year
$7,676,406
Program services expenses (Part IX)
$2,887,141
Management and general expenses
$395,233
Fundraising expenses
$663,900
Program service expenses (Part III)
$2,887,141

Program services were 73.2% 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

    $1,016,050

  • 1f · All other contributions, gifts and grants

    $1,933,784

  • 1g · Noncash contributions included above

    $116,250

  • 2a · Program service revenue: PROGRAM SPONSORSHIP

    total $265,000 · related or exempt $265,000

  • 2b · Program service revenue: PROGRAM FEES

    total $130,030 · related or exempt $130,030

  • 3 · Investment income

    total $168,656 · excluded $168,656

  • 6a · Gross rents

    real property $35,715

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $35,715

  • 6d · Net rental income or loss

    total $35,715 · excluded $35,715

  • 7a · Gross sales of assets other than inventory

    securities $33,428

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

    securities $33,943

  • 7c · Gain or loss

    securities -$515

  • 7d · Net gain or loss

    total -$515 · excluded -$515

  • 8a · Fundraising events: gross income

    $399,862

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

    $1,016,050

  • 8b · Fundraising events: direct expenses

    $436,388

  • 8c · Net income from fundraising events

    total -$36,526 · excluded -$36,526

  • 9a · Gaming: gross income

    $36,526

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $36,526 · excluded $36,526

  • 11a · Other revenue: OTHER INCOME

    total $28,739 · related or exempt $28,739

  • 11e · Other revenue, total

    $28,739

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,077,255 · program services $751,221 · management and general $109,139 · fundraising $216,895

  • 7 · Other salaries and wages

    total $1,241,724 · program services $881,887 · management and general $117,738 · fundraising $242,099

  • 8 · Pension plan contributions

    total $18,162 · program services $13,505 · management and general $1,441 · fundraising $3,216

  • 9 · Other employee benefits

    total $166,030 · program services $120,289 · management and general $14,642 · fundraising $31,099

  • 10 · Payroll taxes

    total $151,632 · program services $109,857 · management and general $13,373 · fundraising $28,402

  • 11c · Fees: accounting

    total $44,108 · program services $28,244 · management and general $5,728 · fundraising $10,136

  • 11g · Fees: other

    total $8,313 · program services $5,323 · management and general $1,080 · fundraising $1,910

  • 13 · Office expenses

    total $256,887 · program services $245,393 · management and general $4,142 · fundraising $7,352

  • 14 · Information technology

    total $60,611 · program services $41,254 · management and general $6,619 · fundraising $12,738

  • 16 · Occupancy

    total $207,879 · program services $150,977 · management and general $20,386 · fundraising $36,516

  • 17 · Travel

    total $20,945 · program services $15,336 · management and general $1,660 · fundraising $3,949

  • 19 · Conferences, conventions and meetings

    total $12,458 · program services $12,458

  • 21 · Payments to affiliates

    total $275,425 · program services $275,425

  • 22 · Depreciation, depletion and amortization

    total $140,098 · program services $87,859 · management and general $19,140 · fundraising $33,099

  • 24a · Other expenses: INKIND & MISC

    total $152,570 · program services $52,997 · management and general $74,019 · fundraising $25,554

  • 24b · Other expenses: PROGRAM MATERIALS

    total $61,818 · program services $61,818

  • 24c · Other expenses: VOLUNTEER RECOGNITION

    total $29,005 · program services $19,027 · management and general $3,650 · fundraising $6,328

  • 24d · Other expenses: PERSONNEL RECRUITMENT

    total $21,354 · program services $14,271 · management and general $2,476 · fundraising $4,607

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,001,807 · end of year $2,010,631

  • 2 · Savings and temporary cash investments

    beginning of year $3,155,964 · end of year $2,922,566

  • 3 · Pledges and grants receivable

    beginning of year $322,591 · end of year $181,470

  • 8 · Inventories for sale or use

    beginning of year $3,947 · end of year $8,679

  • 9 · Prepaid expenses and deferred charges

    beginning of year $18,136 · end of year $9,174

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

    $8,754,973

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

    $5,787,679

  • 10c · Land, buildings and equipment, net

    beginning of year $3,036,639 · end of year $2,967,294

  • 17 · Accounts payable and accrued expenses

    beginning of year $408,665 · end of year $318,787

  • 19 · Deferred revenue

    beginning of year $85,200 · end of year $104,621

  • 27 · Net assets without donor restrictions

    beginning of year $7,408,577 · end of year $7,356,106

  • 28 · Net assets with donor restrictions

    beginning of year $636,642 · end of year $320,300

Mission and programs · 2023

Mission

JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROGRAMS TEACH THE BUSINESS OF LIFE, THROUGH COMMUNITY-BASED PARTNERSHIPS OF EDUCATORS, VOLUNTEERS AND BUSINESSES.

  • SEE SCHEDULE O

    Expenses $2,887,141 · Revenue $459,484

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

Listed in Part VII

  • ADAM BAKHASH FROM 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEXIA G HENDERSON FROM 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANI TOROIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANTONIO BERNARDO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AVO AMIRIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARRY SIMMONS UNTIL 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BELVA ANAKWENZE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BEN LANKENAU UNTIL 0524

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BENJAMIN BRAUN UNTIL 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BOB BINNIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRYANT DAVIS FROM 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROL RICHARDS UNTIL 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROLE CURB NEMOY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHANNING G GRIGSBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS GARCIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA KETSOYAN FROM 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA JORDAN

    BOARD MEMBER/3DE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAPHNE HELMS

    BOARD MEMBER/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DARCY GARCIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID FREITAG

    BOARD MEMBER/MARKETING CHAIR

    Total calculated
    $0
    Hours/week
    1

  • EMILY J RAMOS FROM 0723

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERIK ORBACH UNTIL 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRANK MCMAHON

    BOARD MEMBER/GOVERNANCE CH

    Total calculated
    $0
    Hours/week
    1

  • FRIDA BANK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREGORY CRAIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HAMED TAVAJOHI UNTIL 0823

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY YEH UNTIL 0224

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER KANG-MOON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNY HO FROM 1223

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN ADAMS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN MCMICHAEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH BRANCUCCI UNTIL 0823

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH SANTOS FROM 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSH SCHIMMELS FROM 0624

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE HUNTER-BLYDEN FROM 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN BOWENS FROM 0624

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN CAPUTO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KISHA PARKER CROOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KYLE CASSERINO FROM 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KYLE DELICATA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEEANN J LYNCH FROM 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LESLIE STACKPOLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LYNN HOPTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MAG WANGSUWANA UNTIL 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARCI ARENA-RICHARD UNTIL 0823

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARCUS JOHNSON FROM 0324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARIA KHADER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK SIMMONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MAYNARD BROWN

    BOARD MEMBER/EDUCATION CHA

    Total calculated
    $0
    Hours/week
    1

  • MONIQUE JOHNSON

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NELSON CASTRO UNTIL 0524

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REGINA O'NEILL

    BOARD MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RENEE SARRIA UNTIL 0624

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FLICK UNTIL 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SAM SHETH

    BOARD MEMBER/DEVELOPMENT C

    Total calculated
    $0
    Hours/week
    1

  • SANDRA BURNS UNTIL 1123

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDRA DUNLEAVY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT M SACHS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT SANTORO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT SAUER

    BOARD MEMBER/AUDIT & RISK CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SHEENA LAM FROM 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE IVY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERESA HUGGINS CALDERON FROM 0923

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS MCCARTHY

    BOARD MEMBER/REAL ESTATE C

    Total calculated
    $0
    Hours/week
    1

  • TODD ORCHARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TREY PRUITT UNTIL 0424

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BECKER UNTIL 0524

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATIUSKA KIRKWOOD

    SENIOR VICE PRESIDENT

    Total calculated
    $210,934
    From this org
    $181,418
    From related orgs
    $0
    Other
    $29,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,418
    Bonus
    $25,000
    Other
    $0
    Deferred
    $6,844
    Nontaxable benefits
    $22,672
    Filer's total
    $210,934

  • SUSAN SAGHEB

    VP OF FINANCE

    Total calculated
    $201,215
    From this org
    $201,215
    From related orgs
    $0
    Other
    $0
    Hours/week
    26

    Schedule J breakdown matched by us

    Base
    $201,215
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $201,215

  • LESTER MCCABE

    PRESIDENT & CEO

    Total calculated
    $343,280
    From this org
    $312,266
    From related orgs
    $0
    Other
    $31,014
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,266
    Bonus
    $40,000
    Other
    $0
    Deferred
    $12,491
    Nontaxable benefits
    $18,523
    Filer's total
    $343,280

  • BURGANDIE ONEKEA

    EXECUTIVE REGIONAL DIRECTOR

    Total calculated
    $137,408
    From this org
    $123,620
    From related orgs
    $0
    Other
    $13,788
    Hours/week
    40

  • ABIGAIL WHILDEN UNTIL 0124

    VP OF ADMIN

    Total calculated
    $114,353
    From this org
    $88,155
    From related orgs
    $0
    Other
    $26,198
    Hours/week
    40

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403199349312950

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.