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Nonprofiteer
← JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

Form 990 for tax year 2023

Filed by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON.

Totals

Total revenue
$5,333,583
Total expenses
$7,422,579
Contributions and grants received
$4,161,448
Grants paid
$0
Program service revenue
$1,070,694
Investment income
$101,441
Other revenue
$0
Total assets, end of year
$12,351,334
Total liabilities, end of year
$665,047
Net assets or fund balances, end of year
$11,686,287
Program services expenses (Part IX)
$5,617,813
Management and general expenses
$1,374,976
Fundraising expenses
$429,790
Program service expenses (Part III)
$5,617,813

Program services were 75.7% 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

    $1,211,669

  • 1f · All other contributions, gifts and grants

    $2,949,779

  • 2a · Program service revenue: FINANCE PARK PARTICIPA

    total $1,070,694 · related or exempt $1,070,694

  • 3 · Investment income

    total $101,441 · excluded $101,441

  • 8a · Fundraising events: gross income

    $695,453

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

    $1,211,669

  • 8b · Fundraising events: direct expenses

    $695,453

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $614,553 · program services $506,822 · management and general $67,417 · fundraising $40,314

  • 7 · Other salaries and wages

    total $2,575,328 · program services $2,123,785 · management and general $282,480 · fundraising $169,063

  • 8 · Pension plan contributions

    total $68,768 · program services $57,342 · management and general $6,741 · fundraising $4,685

  • 9 · Other employee benefits

    total $257,798 · program services $214,875 · management and general $25,936 · fundraising $16,987

  • 10 · Payroll taxes

    total $234,590 · program services $196,023 · management and general $24,284 · fundraising $14,283

  • 11a · Fees: management

    total $232,675 · program services $232,675

  • 11b · Fees: legal

    total $60,411 · management and general $60,411

  • 11c · Fees: accounting

    total $19,780 · program services $1,700 · management and general $18,080

  • 11d · Fees: lobbying

    total $48,000 · program services $48,000

  • 11g · Fees: other

    total $711,234 · program services $137,561 · management and general $470,673 · fundraising $103,000

  • 12 · Advertising and promotion

    total $13,730 · program services $80 · management and general $1,150 · fundraising $12,500

  • 13 · Office expenses

    total $27,947 · program services $22,255 · management and general $5,692

  • 14 · Information technology

    total $192,513 · program services $148,533 · management and general $43,980

  • 16 · Occupancy

    total $249,091 · program services $209,237 · management and general $24,909 · fundraising $14,945

  • 17 · Travel

    total $52,317 · program services $29,425 · management and general $14,778 · fundraising $8,114

  • 19 · Conferences, conventions and meetings

    total $34,771 · program services $13,174 · management and general $21,462 · fundraising $135

  • 22 · Depreciation, depletion and amortization

    total $344,205 · program services $317,771 · management and general $26,434

  • 23 · Insurance

    total $51,037 · program services $20,249 · management and general $30,788

  • 24a · Other expenses: LOSS ON DISPOSITION (JA

    total $705,943 · program services $705,943

  • 24b · Other expenses: LICENSE FEES

    total $570,268 · program services $479,025 · management and general $57,027 · fundraising $34,216

  • 24c · Other expenses: STAFF CONFERENCE AND TR

    total $72,886 · program services $13,719 · management and general $59,167

  • 24d · Other expenses: TELEPHONE

    total $59,448 · program services $27,484 · management and general $31,964

  • 24e · All other expenses

    total $225,286 · program services $112,135 · management and general $101,603 · fundraising $11,548

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,244,977 · end of year $278,765

  • 2 · Savings and temporary cash investments

    beginning of year $2,237,879 · end of year $1,688,404

  • 3 · Pledges and grants receivable

    beginning of year $2,563,587 · end of year $2,724,842

  • 9 · Prepaid expenses and deferred charges

    beginning of year $84,361 · end of year $175,731

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

    $11,058,928

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

    $3,964,286

  • 10c · Land, buildings and equipment, net

    beginning of year $7,730,834 · end of year $7,094,642

  • 15 · Other assets

    beginning of year $598,684 · end of year $388,950

  • 17 · Accounts payable and accrued expenses

    beginning of year $98,585 · end of year $268,012

  • 25 · Other liabilities

    beginning of year $586,678 · end of year $397,035

  • 27 · Net assets without donor restrictions

    beginning of year $11,857,849 · end of year $9,484,420

  • 28 · Net assets with donor restrictions

    beginning of year $1,917,210 · end of year $2,201,867

Mission and programs · 2023

Mission

SEE SCHEDULE O

Activities or mission (Part I)

TO EDUCATE AND INSPIRE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.

  • PROVIDED FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORK READINESS CURRICULUM TO 44,633 STUDENTS FROM K-12TH GRADE IN THE GREATER WASHINGTON DC REGION.

    Expenses $5,617,813 · Revenue $1,070,694

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

Listed in Part VII

  • NEIL SMITH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PAM BENTLEY

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN SMITHSON

    CHAIR ELECT, STRATEGIC GRO

    Total calculated
    $0
    Hours/week
    1

  • PETER ABRAHAMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MONICA DALWADI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSE HERNANDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES CORNELSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY FUHRMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VIDA ALI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRASHANT KOTHARI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EARLE HORTON III

    GENERAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

  • LAURA LEE

    AUDIT COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LEVAR CROOMS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDER AUSTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER CURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PRUFESH MODHERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH SHORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES BARLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WINELL BELFONTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA HOWARTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLISON DYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YOLANDA SCOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFERY RUBERY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIMI YEH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE PROCTOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEORGETTE GODWIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANET OSBORN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JACK MCDOUGLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE COBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BETH JOHNSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHEY O'NEIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW SCHWARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK FERNANDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF WEINGARTEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIVINA GAMBLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PIZZI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN ABERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN DURRANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SEAN GLYNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK ROTHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HAROLD JOHNSON II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RISHI VYAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIEN WONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER WALL

    GOVERNANCE & NOMINATIONS C

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE STEINBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE COONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH OCHIPINTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CASSIUS PRIESTLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN RODGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LUCKY WADEHRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD J GRENIER

    CEO EMERITUS

    Total calculated
    $395,387
    From this org
    $355,249
    From related orgs
    $0
    Other
    $40,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $355,249
    Bonus
    $0
    Other
    $0
    Deferred
    $10,252
    Nontaxable benefits
    $29,886
    Filer's total
    $395,387

  • LYNNE FORD

    INTERIM PRESIDENT AND CEO

    Total calculated
    $0
    Hours/week
    40

  • AMY MARCENARO HECKMAN

    CHIEF OPERATING OFFICER

    Total calculated
    $219,166
    From this org
    $203,000
    From related orgs
    $0
    Other
    $16,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,000
    Bonus
    $0
    Other
    $0
    Deferred
    $6,180
    Nontaxable benefits
    $9,986
    Filer's total
    $219,166

  • CHELSEA ROSE SONEIRA

    CHIEF ACADEMIC OFFICER

    Total calculated
    $182,560
    From this org
    $167,475
    From related orgs
    $0
    Other
    $15,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,475
    Bonus
    $0
    Other
    $0
    Deferred
    $5,099
    Nontaxable benefits
    $9,986
    Filer's total
    $182,560

  • JENNIFER BODENSIEK

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $245,314
    From this org
    $228,375
    From related orgs
    $0
    Other
    $16,939
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,375
    Bonus
    $0
    Other
    $0
    Deferred
    $6,953
    Nontaxable benefits
    $9,986
    Filer's total
    $245,314

  • CHRISTINA BEYER

    VP DEVELOPMENT

    Total calculated
    $171,307
    From this org
    $156,222
    From related orgs
    $0
    Other
    $15,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,222
    Bonus
    $0
    Other
    $0
    Deferred
    $5,099
    Nontaxable benefits
    $9,986
    Filer's total
    $171,307

  • PATRICIA ADLER

    SR DIRECTOR, ADMIN

    Total calculated
    $127,361
    From this org
    $101,834
    From related orgs
    $0
    Other
    $25,527
    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
  • 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • JANCA FP LLC

    FINANCE PARK (LOCATED IN FAIRFAX COUNTY, VA) · VA · income $730,066 · assets $2,680,049

    Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

  • JAGW PGFP LLC

    FINANCE PARK (LOCATED IN PRINCE GEORGE'S COUNTY, MD) · MD · income $802,386 · assets $2,567,235

    Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

  • JAGW MCFP LLC

    FINANCE PARK (LOCATED IN MONTGOMERY COUNTY, MD) · MD · income $586,619 · assets $1,800,263

    Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

  • JAGW DC LLC

    JA DISCOVERY CENTER (TO BE LOCATED IN WASHINGTON, DC) · DC · income $0 · assets $0

    Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349308178

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