Form 990 for tax year 2022
Filed by JUNIOR ACHIEVEMENT OF KENTUCKIANA INC.
Totals
- Total revenue
- $2,606,824
- Total expenses
- $1,833,337
- Contributions and grants received
- $2,526,242
- Grants paid
- $0
- Program service revenue
- $171,360
- Investment income
- -$27,758
- Other revenue
- -$63,020
- Total assets, end of year
- $6,000,874
- Total liabilities, end of year
- $259,018
- Net assets or fund balances, end of year
- $5,741,856
- Program services expenses (Part IX)
- $1,314,343
- Management and general expenses
- $243,989
- Fundraising expenses
- $275,005
- Program service expenses (Part III)
- $1,314,343
Program services were 71.7% 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
$376,013
-
1e · Government grants (contributions)
$143,800
-
1f · All other contributions, gifts and grants
$2,006,429
-
1g · Noncash contributions included above
$30,613
-
2a · Program service revenue: PROGRAM FEES
total $171,360 · related or exempt $171,360
-
3 · Investment income
total $107,889 · excluded $107,889
-
7a · Gross sales of assets other than inventory
securities $876,772
-
7b · Less cost or other basis and sales expenses
securities $1,010,322 · other assets $2,097
-
7c · Gain or loss
securities -$133,550 · other assets -$2,097
-
7d · Net gain or loss
total -$135,647 · excluded -$135,647
-
8a · Fundraising events: gross income
$57,203
-
8a · Fundraising events: contributions included on line 1c
$376,013
-
8b · Fundraising events: direct expenses
$120,974
-
8c · Net income from fundraising events
total -$63,771 · excluded -$63,771
-
11a · Other revenue: OTHER INCOME
total $751 · related or exempt $751
-
11e · Other revenue, total
$751
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $451,612 · program services $181,238 · management and general $112,951 · fundraising $157,423
-
7 · Other salaries and wages
total $516,002 · program services $409,826 · management and general $36,402 · fundraising $69,774
-
8 · Pension plan contributions
total $14,321 · program services $10,168 · management and general $1,555 · fundraising $2,598
-
9 · Other employee benefits
total $34,460 · program services $28,933 · management and general $1,551 · fundraising $3,976
-
10 · Payroll taxes
total $67,158 · program services $41,638 · management and general $10,074 · fundraising $15,446
-
11c · Fees: accounting
total $23,858 · management and general $23,858
-
11f · Fees: investment management
total $23,063 · management and general $23,063
-
11g · Fees: other
total $3,322 · program services $1,864 · management and general $573 · fundraising $885
-
12 · Advertising and promotion
total $3,917 · program services $3,917
-
13 · Office expenses
total $47,686 · program services $37,219 · management and general $5,264 · fundraising $5,203
-
14 · Information technology
total $64,829 · program services $55,635 · management and general $6,482 · fundraising $2,712
-
16 · Occupancy
total $72,044 · program services $66,496 · management and general $2,774 · fundraising $2,774
-
17 · Travel
total $25,476 · program services $22,262 · management and general $1,607 · fundraising $1,607
-
22 · Depreciation, depletion and amortization
total $168,927 · program services $155,919 · management and general $6,504 · fundraising $6,504
-
23 · Insurance
total $17,507 · program services $16,159 · management and general $674 · fundraising $674
-
24a · Other expenses: PROGRAM MATERIALS/FEES
total $280,364 · program services $280,364
-
24b · Other expenses: MISCELLANEOUS
total $9,498 · management and general $4,069 · fundraising $5,429
-
24c · Other expenses: BAD DEBT EXPENSE
total $5,912 · management and general $5,912
-
24d · Other expenses: SUBSCRIPTIONS AND DUES
total $3,381 · program services $2,705 · management and general $676
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $275,285 · end of year $339,266
-
2 · Savings and temporary cash investments
beginning of year $47,391 · end of year $272,276
-
3 · Pledges and grants receivable
beginning of year $36,595 · end of year $70,998
-
9 · Prepaid expenses and deferred charges
beginning of year $6,552 · end of year $26,267
-
10a · Land, buildings and equipment: cost or other basis
$3,412,449
-
10b · Land, buildings and equipment: accumulated depreciation
$1,848,539
-
10c · Land, buildings and equipment, net
beginning of year $1,549,337 · end of year $1,563,910
-
11 · Investments: publicly traded securities
beginning of year $2,627,497 · end of year $3,464,953
-
15 · Other assets
beginning of year $1,073,804 · end of year $263,204
-
17 · Accounts payable and accrued expenses
beginning of year $70,620 · end of year $87,482
-
25 · Other liabilities
beginning of year $878,650 · end of year $171,536
-
27 · Net assets without donor restrictions
beginning of year $4,621,641 · end of year $5,141,440
-
28 · Net assets with donor restrictions
beginning of year $45,550 · end of year $600,416
Mission and programs · 2022
Mission
JUNIOR ACHIEVEMENT OF KENTUCKIANA'S MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THE ORGANIZATION IS THE REGION'S LEADING PROVIDER OF LIFE-CHANGING ECONOMICS PROGRAMS FOR STUDENTS.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
JUNIOR ACHIEVEMENT OF KENTUCKIANA'S PROGRAMS INCLUDE EDUCATING ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS IN THE AREAS OF FREE ENTERPRISE, BUSINESS ECONOMICS AND WORKPLACE PREPARATION. THESE PROGRAMS ARE DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. JUNIOR ACHIEVEMENT EMPOWERS STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASES THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. JA HAS ENHANCED PROGRAMMING TO INCREASE EFFORTS IN COMMUNITY OUTREACH FOR STUDENTS.
Expenses $1,314,343 · Revenue $172,111
As filed on the 2022 return.
Listed in Part VII
-
Julayne AmstutzJULAYNE AMSTUTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Martin L BellMARTIN L BELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
M Joseph BisigM JOSEPH BISIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Todd A SpencerTODD A SPENCER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Nikki CarverNIKKI CARVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marc B CharnasMARC B CHARNAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Nancy B DavisNANCY B DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Leah A EggersLEAH A EGGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth W Faith IIKENNETH W FAITH II
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Will RivesWILL RIVES
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Sharon KerrickSHARON KERRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paul G FultzPAUL G FULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Clinton L GlasscockCLINTON L GLASSCOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thomas C GleasonTHOMAS C GLEASON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ankur N GopalANKUR N GOPAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Donald L GossmanDONALD L GOSSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kenneth E GrothKENNETH E GROTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Taylor M HamiltonTAYLOR M HAMILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Doug HelmDOUG HELM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
James HorlanderJAMES HORLANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kevin J JoyntKEVIN J JOYNT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Elizabeth KaplanELIZABETH KAPLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John LawsonJOHN LAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ann LeonardANN LEONARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jim MeyersJIM MEYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Raja PatilRAJA PATIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Chris J ReidCHRIS J REID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ryan SienkowskiRYAN SIENKOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Adam SimonADAM SIMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David S SinclairDAVID S SINCLAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dale B SkaggsDALE B SKAGGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie MooneySTEPHANIE MOONEY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Todd SpurgeonTODD SPURGEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Alexander G StaffieriALEXANDER G STAFFIERI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Susan StaplesSUSAN STAPLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
William Summers VWILLIAM SUMMERS V
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Frank O BarlowFRANK O BARLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian HartBRIAN HART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Meaghan ReynoldsMEAGHAN REYNOLDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christy C RogersCHRISTY C ROGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dale ShinkleDALE SHINKLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
James ThompsonJAMES THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jim WatkinsJIM WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer L WilliamsJENNIFER L WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Justin AlexanderJUSTIN ALEXANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Sharon AllenDR SHARON ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cleo BattleCLEO BATTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Benjamin C FultzBENJAMIN C FULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Demetrius HollowayDEMETRIUS HOLLOWAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christopher ManzoCHRISTOPHER MANZO
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Conner ParsonsCONNER PARSONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Patrick FarnanPATRICK FARNAN
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Rachel SpurlockRACHEL SPURLOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John C TaftJOHN C TAFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Krista WardKRISTA WARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John WurtenbergerJOHN WURTENBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dennis HeishmanDENNIS HEISHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Taylor M ThompsonTAYLOR M THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Randisha CarterRANDISHA CARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jordan ClemonsJORDAN CLEMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jessica HolleranJESSICA HOLLERAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Taylor JollyTAYLOR JOLLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amanda KramerAMANDA KRAMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kim MoralesKIM MORALES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Genny WentaGENNY WENTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kyle WardenKYLE WARDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Landon WhiteLANDON WHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jon BaughmanJON BAUGHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Christopher W BrookerCHRISTOPHER W BROOKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Gregory M CarrollGREGORY M CARROLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Alex G HackerALEX G HACKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Charles P HarrisCHARLES P HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael J McGeeMICHAEL J MCGEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Justin MorrisJUSTIN MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Andrew PhelpsANDREW PHELPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tosha RidenourTOSHA RIDENOUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Taylor A ScarlettTAYLOR A SCARLETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cory ThorneCORY THORNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rory TrotterRORY TROTTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Herbert CrookHERBERT CROOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sharon PeacockSHARON PEACOCK
SENIOR VICE PRESIDENT
- Total calculated
- $122,266
- From this org
- $111,972
- From related orgs
- $0
- Other
- $10,294
- Hours/week
- 37.5
-
Jennifer HelgesonJENNIFER HELGESON
PRESIDENT
- Total calculated
- $191,032
- From this org
- $165,127
- From related orgs
- $0
- Other
- $25,905
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $158,390
- Bonus
- $6,188
- Other
- $549
- Deferred
- $2,626
- Nontaxable benefits
- $23,279
- Filer's total
- $191,032
-
Jillian CantuJILLIAN CANTU
EXECUTIVE VICE PRESIDENT
- Total calculated
- $124,253
- From this org
- $111,759
- From related orgs
- $0
- Other
- $12,494
- Hours/week
- 37.5
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
- 3 · Approval by the board or compensation committee
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.
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.
-
SEE PART VII
CO
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343349349300209
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