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Nonprofiteer
← FOUNDATION FOR JUNIOR ACHIEVEMENT

Form 990 for tax year 2023

Filed by FOUNDATION FOR JUNIOR ACHIEVEMENT.

Totals

Total revenue
$36,222
Total expenses
$8,790
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$36,222
Other revenue
$0
Total assets, end of year
$1,251,121
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,251,121
Program services expenses (Part IX)
$0
Management and general expenses
$8,790
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 3 · Investment income

    total $47,416 · excluded $47,416

  • 7a · Gross sales of assets other than inventory

    securities $309,394

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

    securities $320,588

  • 7c · Gain or loss

    securities -$11,194

  • 7d · Net gain or loss

    total -$11,194 · excluded -$11,194

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $8,790 · management and general $8,790

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2 · end of year $2

  • 11 · Investments: publicly traded securities

    beginning of year $1,134,431 · end of year $1,251,119

  • 27 · Net assets without donor restrictions

    beginning of year $1,115,171 · end of year $1,231,859

  • 28 · Net assets with donor restrictions

    beginning of year $19,262 · end of year $19,262

Mission and programs · 2023

Mission

A TAX-EXEMPT EDUCATIONAL CORPORATION DEDICATED TO ENSURING JUNIOR ACHIEVEMENT OF LINCOLN'S FINANCIAL FUTURE.

  • SCHOLARSHIP FOR HIGH SCHOOL STUDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Steve Ford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brad Crain

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nick Cusick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ken Carlson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Schumacher

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brandon Smith

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
22 January 2025
IRS schema version
2023v6.0
Source object
202530429349301978

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