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Nonprofiteer
← JUNIOR ACHIEVEMENT OF SOUTHERN CA

Form 990 for tax year 2024

Filed by JUNIOR ACHIEVEMENT OF SOUTHERN CA.

Totals

Total revenue
$6,717,160
Total expenses
$4,191,189
Contributions and grants received
$5,947,899
Grants paid
$0
Program service revenue
$452,740
Investment income
$248,696
Other revenue
$67,825
Total assets, end of year
$10,793,230
Total liabilities, end of year
$586,467
Net assets or fund balances, end of year
$10,206,763
Program services expenses (Part IX)
$3,138,076
Management and general expenses
$368,484
Fundraising expenses
$684,629
Program service expenses (Part III)
$3,138,076

Program services were 74.9% 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

    $817,905

  • 1f · All other contributions, gifts and grants

    $5,129,994

  • 1g · Noncash contributions included above

    $122,686

  • 2a · Program service revenue: PROGRAM SPONSORSHIP

    total $270,000 · related or exempt $270,000

  • 2b · Program service revenue: PROGRAM FEES

    total $182,740 · related or exempt $182,740

  • 3 · Investment income

    total $247,786 · excluded $247,786

  • 6a · Gross rents

    real property $55,675

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $55,675

  • 6d · Net rental income or loss

    total $55,675 · excluded $55,675

  • 7a · Gross sales of assets other than inventory

    securities $24,816

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

    securities $23,906

  • 7c · Gain or loss

    securities $910

  • 7d · Net gain or loss

    total $910 · excluded $910

  • 8a · Fundraising events: gross income

    $486,338

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

    $817,905

  • 8b · Fundraising events: direct expenses

    $515,915

  • 8c · Net income from fundraising events

    total -$29,577 · excluded -$29,577

  • 9a · Gaming: gross income

    $29,577

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $29,577 · excluded $29,577

  • 11a · Other revenue: OTHER INCOME

    total $12,150 · related or exempt $12,150

  • 11e · Other revenue, total

    $12,150

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $953,346 · program services $683,874 · management and general $102,937 · fundraising $166,535

  • 7 · Other salaries and wages

    total $1,479,878 · program services $1,076,812 · management and general $155,340 · fundraising $247,726

  • 8 · Pension plan contributions

    total $32,153 · program services $23,953 · management and general $3,193 · fundraising $5,007

  • 9 · Other employee benefits

    total $183,055 · program services $135,150 · management and general $18,577 · fundraising $29,328

  • 10 · Payroll taxes

    total $162,358 · program services $119,869 · management and general $16,477 · fundraising $26,012

  • 11c · Fees: accounting

    total $31,900 · program services $21,556 · management and general $3,836 · fundraising $6,508

  • 11g · Fees: other

    total $76,612 · program services $51,771 · management and general $9,212 · fundraising $15,629

  • 13 · Office expenses

    total $258,096 · program services $248,009 · management and general $3,765 · fundraising $6,322

  • 14 · Information technology

    total $70,725 · program services $49,716 · management and general $7,968 · fundraising $13,041

  • 16 · Occupancy

    total $147,292 · program services $111,509 · management and general $13,411 · fundraising $22,372

  • 17 · Travel

    total $27,602 · program services $20,093 · management and general $2,940 · fundraising $4,569

  • 19 · Conferences, conventions and meetings

    total $18,549 · program services $18,549

  • 21 · Payments to affiliates

    total $357,501 · program services $357,501

  • 22 · Depreciation, depletion and amortization

    total $139,657 · program services $93,813 · management and general $16,976 · fundraising $28,868

  • 24a · Other expenses: INKIND & MISC

    total $149,721 · program services $31,965 · management and general $10,563 · fundraising $107,193

  • 24b · Other expenses: PROGRAM MATERIALS

    total $69,331 · program services $69,331

  • 24c · Other expenses: VOLUNTEER RECOGNITION

    total $30,049 · program services $22,305 · management and general $2,891 · fundraising $4,853

  • 24d · Other expenses: PERSONNEL RECRUITMENT

    total $3,364 · program services $2,300 · management and general $398 · fundraising $666

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,010,631 · end of year $2,377,377

  • 2 · Savings and temporary cash investments

    beginning of year $2,922,566 · end of year $3,367,189

  • 3 · Pledges and grants receivable

    beginning of year $181,470 · end of year $2,170,909

  • 8 · Inventories for sale or use

    beginning of year $8,679 · end of year $2,992

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,174 · end of year $16,127

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

    $8,785,973

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

    $5,927,337

  • 10c · Land, buildings and equipment, net

    beginning of year $2,967,294 · end of year $2,858,636

  • 17 · Accounts payable and accrued expenses

    beginning of year $318,787 · end of year $423,424

  • 19 · Deferred revenue

    beginning of year $104,621 · end of year $163,043

  • 27 · Net assets without donor restrictions

    beginning of year $7,356,106 · end of year $7,476,841

  • 28 · Net assets with donor restrictions

    beginning of year $320,300 · end of year $2,729,922

Mission and programs · 2024

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 $3,138,076 · Revenue $464,890

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ADAM BAKHASH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEXIA G HENDERSON

    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

  • ARIC JOHNSTONE FROM 1212

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AVO AMIRIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BELVA ANAKWENZE

    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

  • BRIAN GILPATRICK FROM 0618

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRYANT DAVIS

    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 UNTIL 0726

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS GAUSS FROM 0618

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA KETSOYAN

    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 CHA

    Total calculated
    $0
    Hours/week
    1

  • EMILY J RAMOS

    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

  • GREG DAVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREGORY CRAIG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER KANG-MOON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNY HO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOANNE HANSON BONNEY FROM 0918

    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 SANTOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSH SCHIMMELS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE HUNTER-BLYDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN BOWENS

    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 UNTIL 0815

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KYLE DELICATA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LEEANN J LYNCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LESLIE STACKPOLE UNTIL 0201

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA KASKEL FROM 0313

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LYNN HOPTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARCUS JOHNSON

    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

  • PAUL GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RAY BENAZA FROM 0918

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • REGINA O'NEILL

    BOARD MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SAM SHETH

    BOARD MEMBER/DEVELOPMENT C

    Total calculated
    $0
    Hours/week
    1

  • SANDRA BURNS FROM 0618

    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

    Total calculated
    $0
    Hours/week
    1

  • SHEENA LAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE IVY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TAYLOR BEAUPAIN FROM 0618

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TERESA HUGGINS CALDERON

    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

  • TYLER MESSNER FROM 0918

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATIUSKA KIRKWOOD

    SENIOR VICE PRESIDENT

    Total calculated
    $202,123
    From this org
    $171,100
    From related orgs
    $0
    Other
    $31,023
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,100
    Bonus
    $10,000
    Other
    $0
    Deferred
    $6,844
    Nontaxable benefits
    $24,179
    Filer's total
    $202,123

  • SUSAN SAGHEB

    VP OF FINANCE

    Total calculated
    $192,065
    From this org
    $192,065
    From related orgs
    $0
    Other
    $0
    Hours/week
    26

    Schedule J breakdown matched by us

    Base
    $192,065
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $192,065

  • LESTER MCCABE

    PRESIDENT & CEO

    Total calculated
    $327,295
    From this org
    $295,712
    From related orgs
    $0
    Other
    $31,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,712
    Bonus
    $16,000
    Other
    $0
    Deferred
    $11,828
    Nontaxable benefits
    $19,755
    Filer's total
    $327,295

  • BURGANDIE ONEKEA

    EXECUTIVE REGIONAL DIRECTO

    Total calculated
    $152,695
    From this org
    $132,940
    From related orgs
    $0
    Other
    $19,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,440
    Bonus
    $7,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,755
    Filer's total
    $152,695

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
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503219349322325

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