Totals
- Total revenue
- $2,820,071
- Total expenses
- $2,042,022
- Contributions and grants received
- $2,794,140
- Grants paid
- $7,500
- Program service revenue
- $25,989
- Investment income
- $12,006
- Other revenue
- -$12,064
- Total assets, end of year
- $4,838,526
- Total liabilities, end of year
- $200,773
- Net assets or fund balances, end of year
- $4,637,753
- Program services expenses (Part IX)
- $1,848,987
- Management and general expenses
- $11,454
- Fundraising expenses
- $181,581
- Program service expenses (Part III)
- $1,848,987
Program services were 90.5% 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.
-
1a · Federated campaigns
$143,616
-
1c · Fundraising events
$332,865
-
1e · Government grants (contributions)
$17,176
-
1f · All other contributions, gifts and grants
$2,300,483
-
1g · Noncash contributions included above
$30,351
-
2a · Program service revenue: PROGRAM & SUPPORT FEES
total $25,989 · related or exempt $25,989
-
3 · Investment income
total $37,259 · excluded $37,259
-
7b · Less cost or other basis and sales expenses
other assets $25,253
-
7c · Gain or loss
other assets -$25,253
-
7d · Net gain or loss
total -$25,253 · excluded -$25,253
-
8a · Fundraising events: gross income
$27,876
-
8a · Fundraising events: contributions included on line 1c
$332,865
-
8b · Fundraising events: direct expenses
$51,817
-
8c · Net income from fundraising events
total -$23,941 · excluded -$23,941
-
11a · Other revenue: MISCELLANEOUS
total $11,877 · related or exempt $11,877
-
11e · Other revenue, total
$11,877
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $7,500 · program services $7,500
-
5 · Compensation of officers, directors and key employees
total $169,469 · program services $149,133 · management and general $470 · fundraising $19,866
-
7 · Other salaries and wages
total $799,392 · program services $702,955 · management and general $1,573 · fundraising $94,864
-
8 · Pension plan contributions
total $23,184 · program services $20,648 · management and general $376 · fundraising $2,160
-
9 · Other employee benefits
total $57,810 · program services $51,485 · management and general $938 · fundraising $5,387
-
10 · Payroll taxes
total $121,497 · program services $108,205 · management and general $1,971 · fundraising $11,321
-
11c · Fees: accounting
total $28,377 · program services $25,692 · management and general $355 · fundraising $2,330
-
11d · Fees: lobbying
total $4,500 · program services $4,500
-
11g · Fees: other
total $43,600 · program services $38,341 · management and general $85 · fundraising $5,174
-
13 · Office expenses
total $121,286 · program services $113,056 · management and general $1,048 · fundraising $7,182
-
16 · Occupancy
total $13,573 · program services $13,127 · management and general $94 · fundraising $352
-
17 · Travel
total $24,845 · program services $23,805 · management and general $90 · fundraising $950
-
19 · Conferences, conventions and meetings
total $10,894 · program services $10,124 · management and general $92 · fundraising $678
-
22 · Depreciation, depletion and amortization
total $96,463 · program services $89,912 · management and general $712 · fundraising $5,839
-
23 · Insurance
total $46,360 · program services $43,461 · management and general $386 · fundraising $2,513
-
24a · Other expenses: PROGRAM & SUPPORT FEES
total $156,318 · program services $136,506 · management and general $2,619 · fundraising $17,193
-
24b · Other expenses: PROGRAM MATERIALS
total $102,035 · program services $102,035
-
24c · Other expenses: BAD DEBT EXPENSE
total $100,000 · program services $98,471 · fundraising $1,529
-
24d · Other expenses: OUTSIDE SERVICES
total $40,967 · program services $38,552 · management and general $318 · fundraising $2,097
-
24e · All other expenses
total $73,952 · program services $71,479 · management and general $327 · fundraising $2,146
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $531,871 · end of year $113,624
-
2 · Savings and temporary cash investments
beginning of year $961,443 · end of year $2,129,234
-
3 · Pledges and grants receivable
beginning of year $415,899 · end of year $208,970
-
9 · Prepaid expenses and deferred charges
beginning of year $24,418 · end of year $17,086
-
10a · Land, buildings and equipment: cost or other basis
$3,878,264
-
10b · Land, buildings and equipment: accumulated depreciation
$1,867,815
-
10c · Land, buildings and equipment, net
beginning of year $1,840,290 · end of year $2,010,449
-
11 · Investments: publicly traded securities
beginning of year $323,148 · end of year $359,163
-
17 · Accounts payable and accrued expenses
beginning of year $267,739 · end of year $200,773
-
27 · Net assets without donor restrictions
beginning of year $3,130,848 · end of year $3,809,770
-
28 · Net assets with donor restrictions
beginning of year $698,482 · end of year $827,983
Mission and programs · 2022
Mission
THE ORGANIZATION IS DEDICATED TO EDUCATING STUDENTS IN GRADES K-12 ACROSS SOUTHEASTERN MICHIGAN ABOUT ENTREPRENEURSHIP, WORK READINESS, AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. THE PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE INCOME 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. THE ORGANIZATION'S UNIQUE APPROACH ALLOWS VOLUNTEERS FROM THE COMMUNITY TO DELIVER OUR CURRICULUM WHILE SHARING THEIR EXPERIENCES WITH STUDENTS. EMBODYING THE HEART OF THE ORGANIZATION, THE CLASSROOM VOLUNTEERS TRANSFORM THE KEY CONCEPTS OF THE LESSONS INTO A MESSAGE THAT INSPIRES AND EMPOWERS STUDENTS TO BELIEVE IN THEMSELVES, SHOWING THEM, THEY CAN MAKE A DIFFERENCE IN THE WORLD.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
TRADITIONAL PROGRAMS - THE ORGANIZATION IS DEDICATED TO EDUCATING PARTICIPANTS FROM 5 TO 25 ABOUT ENTREPRENEURSHIP, WORK READINESS, AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. THE PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE INCOME AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE. PARTICIPANTS PUT THESE LESSONS INTO ACTION AND LEARN THE VALUE OF CONTRIBUTING TO THEIR COMMUNITIES. THE ORGANIZATION'S UNIQUE APPROACH ALLOWS VOLUNTEERS FROM THE COMMUNITY TO DELIVER OUR CURRICULUM WHILE SHARING THEIR EXPERIENCES WITH PARTICIPANTS. EMBODYING THE HEART OF THE ORGANIZATION, THE CLASSROOM VOLUNTEERS TRANSFORM THE KEY CONCEPTS OF THE LESSONS INTO A MESSAGE THAT INSPIRES AND EMPOWERS PARTICIPANTS TO BELIEVE IN THEMSELVES, SHOWING THEM, THEY CAN MAKE A DIFFERENCE IN THE WORLD.
Expenses $1,325,348 · Grants $7,500 · Revenue $24,377
-
JA FINANCE PROGRAMS - THE ORGANIZATION ALSO OFFERS PERSONAL FINANCE OPPORTUNITIES FOR YOUNG PEOPLE, THAT MEET THE STATE'S NEW GRADUATION REQUIREMENTS. THE JA FINANCE PARK PROGRAM IS A REALITY BASED HANDS-ON SIMULATION FOR PARTICIPANTS 13-25 THAT ENABLES PARTICIPANTS TO BUILD FOUNDATIONS FOR MAKING INTELLIGENT LIFELONG PERSONAL FINANCE DECISIONS. PARTICIPANTS CREATE PERSONAL BUDGETS AND ARE INTRODUCED TO AUTOMOTIVE TRANSPORTATION, BANKING, CLOTHING, COMMUNICATIONS, EDUCATION, ENTERTAINMENT, FOOD, FURNITURE, HEALTHCARE, HOME IMPROVEMENT, HOUSING, INSURANCE, INVESTING, MORTGAGE, NON-PROFIT AND UTILITY INDUSTRIES, AND CAREERS. MOST OF ALL, THE HANDS-ON NATURE OF THE PROGRAM HELPS PARTICIPANTS DEVELOP A REALISTIC UNDERSTANDING OF THE ECONOMIC ISSUES THEY WILL FACE UPON GRADUATION. JA FINANCIAL LITERACY IS A ONE-SEMESTER, TEACHER-LED COURSE THAT EQUIPS HIGH SCHOOL STUDENTS WITH FOUNDATIONAL PERSONAL FINANCE SKILLS. THESE SKILLS INCLUDE HOW TO EARN AND SAVE MONEY; MANAGE MONEY BY BEING A WISE CONSUMER AND CREATING AND USING A BUDGET; MANAGE BANK ACCOUNTS, INVESTMENTS, AND CREDIT; ASSESS RISKS AND USE INSURANCE; AND ADDRESS FINANCIAL PROBLEMS LIKE IDENTITY THEFT AND DEBT. VOLUNTEERS ENGAGE WITH STUDENTS THROUGH A VARIETY OF ACTIVITIES THAT MAY INCLUDE SUBJECT-MATTER GUEST SPEAKING, COACHING, OR ADVISING FOR CASE STUDY AND PROJECT COURSEWORK. JA PERSONAL FINANCE ALLOWS HIGH SCHOOL STUDENTS TO EXPERIENCE THE INTERRELATIONSHIP BETWEEN TODAY'S FINANCIAL DECISIONS AND FUTURE FINANCIAL FREEDOM. TO ACHIEVE FINANCIAL HEALTH AND WELLNESS, THEY LEARN ABOUT MONEY-MANAGEMENT STRATEGIES, INCLUDING EARNING, EMPLOYMENT AND INCOME, BUDGETING, SAVINGS, CREDIT AND DEBT, CONSUMER PROTECTION, SMART SHOPPING, RISK MANAGEMENT, INVESTING, CREDIT CARD USAGE, DEBT MANAGEMENT, AND NET WORTH.
Expenses $523,639 · Revenue $13,489
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jason LeeJASON LEE
PRESIDENT & CEO
- Total calculated
- $199,102
- From this org
- $190,323
- From related orgs
- $0
- Other
- $8,779
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,583
- Bonus
- $7,740
- Other
- $0
- Deferred
- $7,341
- Nontaxable benefits
- $1,438
- Filer's total
- $199,102
-
Lucinda BaznerLUCINDA BAZNER
SENIOR VP & COO
- Total calculated
- $174,545
- From this org
- $159,201
- From related orgs
- $0
- Other
- $15,344
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,541
- Bonus
- $6,660
- Other
- $0
- Deferred
- $6,038
- Nontaxable benefits
- $9,306
- Filer's total
- $174,545
-
Crystal SmithCRYSTAL SMITH
VP OF PHILANTHROPY
- Total calculated
- $138,951
- From this org
- $125,841
- From related orgs
- $0
- Other
- $13,110
- Hours/week
- 40
-
Gary AbernathyGARY ABERNATHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg AndersonGREG ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rafael AmorosRAFAEL AMOROS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg BurnickGREG BURNICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David CampbellDAVID CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gerald ChiddickGERALD CHIDDICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason CoffmanJASON COFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daveda ColbertDAVEDA COLBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell DangremondMITCHELL DANGREMOND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gordon DidierGORDON DIDIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael DolsonMICHAEL DOLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven EnglehartSTEVEN ENGLEHART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David FlynnDAVID FLYNN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan GiacoloneRYAN GIACOLONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica HerronJESSICA HERRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josie HunwickJOSIE HUNWICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dimitrius HutchersonDIMITRIUS HUTCHERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle Johnson-TidjaniMICHELLE JOHNSON-TIDJANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bryan KielerBRYAN KIELER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stefanie KimballSTEFANIE KIMBALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amy KulikowskiAMY KULIKOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick MattoonRICK MATTOON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Reuben MaxbauerREUBEN MAXBAUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda McNallyRHONDA MCNALLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul MozakPAUL MOZAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sidhartha NairSIDHARTHA NAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron RajdaAARON RAJDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda Ratliff-WatkinsLINDA RATLIFF-WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert Robinson JrROBERT ROBINSON JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth RogersELIZABETH ROGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leigh SchultenoverLEIGH SCHULTENOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Darrin SchultzDARRIN SCHULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris ScottCHRIS SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ScottDAVID SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Demetrius ScottDEMETRIUS SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean SmithSEAN SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris SpaudeCHRIS SPAUDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca StegallREBECCA STEGALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carrie UhlCARRIE UHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rod WrightROD WRIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Becky McCabeBECKY MCCABE
DIRECTOR (ENDED 7/8/2022)
- Total calculated
- $0
- Hours/week
- 1
-
Valiena A AllisonVALIENA A ALLISON
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Howard L Dow IIIHOWARD L DOW III
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Rhonda LaurencelleRHONDA LAURENCELLE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Scott MullanSCOTT MULLAN
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Gina ColemanGINA COLEMAN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3
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 · Written employment contract
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400439349300035
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