Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC.
Totals
- Total revenue
- $2,077,832
- Total expenses
- $2,195,887
- Contributions and grants received
- $1,605,041
- Grants paid
- $0
- Program service revenue
- $392,059
- Investment income
- $16,303
- Other revenue
- $64,429
- Total assets, end of year
- $5,552,967
- Total liabilities, end of year
- $554,590
- Net assets or fund balances, end of year
- $4,998,377
- Program services expenses (Part IX)
- $1,737,222
- Management and general expenses
- $242,772
- Fundraising expenses
- $215,893
- Program service expenses (Part III)
- $1,737,222
Program services were 79.1% 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.
-
1f · All other contributions, gifts and grants
$1,605,041
-
1g · Noncash contributions included above
$232,255
-
2a · Program service revenue: JA BIZTOWN FEES
total $376,765 · related or exempt $376,765
-
2b · Program service revenue: JA FINANCE PARK FEES
total $15,294 · related or exempt $15,294
-
3 · Investment income
total $16,303 · excluded $16,303
-
6a · Gross rents
real property $4,000
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $4,000
-
6d · Net rental income or loss
total $4,000 · excluded $4,000
-
8a · Fundraising events: gross income
$91,029
-
8b · Fundraising events: direct expenses
$30,600
-
8c · Net income from fundraising events
total $60,429 · excluded $60,429
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $215,491 · program services $122,830 · management and general $17,239 · fundraising $75,422
-
7 · Other salaries and wages
total $640,835 · program services $505,669 · management and general $102,489 · fundraising $32,677
-
8 · Pension plan contributions
total $8,375 · program services $7,522 · management and general $1,672 · fundraising -$819
-
9 · Other employee benefits
total $97,711 · program services $70,432 · management and general $14,004 · fundraising $13,275
-
10 · Payroll taxes
total $70,065 · program services $51,579 · management and general $9,853 · fundraising $8,633
-
11g · Fees: other
total $86,004 · program services $51,635 · management and general $14,893 · fundraising $19,476
-
12 · Advertising and promotion
total $17,089 · program services $12,817 · fundraising $4,272
-
13 · Office expenses
total $282,268 · program services $216,886 · management and general $37,633 · fundraising $27,749
-
14 · Information technology
total $36,466 · program services $27,349 · management and general $5,470 · fundraising $3,647
-
16 · Occupancy
total $96,555 · program services $80,321 · management and general $9,619 · fundraising $6,615
-
17 · Travel
total $17,627 · program services $16,172 · management and general $582 · fundraising $873
-
19 · Conferences, conventions and meetings
total $1,303 · program services $443 · management and general $430 · fundraising $430
-
21 · Payments to affiliates
total $100,415 · program services $92,381 · management and general $4,017 · fundraising $4,017
-
22 · Depreciation, depletion and amortization
total $146,903 · program services $133,715 · management and general $6,594 · fundraising $6,594
-
23 · Insurance
total $24,246 · program services $20,341 · management and general $2,343 · fundraising $1,562
-
24a · Other expenses: CONTRIBUTED RENTS
total $223,560 · program services $196,733 · management and general $15,649 · fundraising $11,178
-
24b · Other expenses: PROGRAM MATERIALS
total $114,866 · program services $114,289 · management and general $285 · fundraising $292
-
24c · Other expenses: SUMMER CAMP EXPENSE
total $16,108 · program services $16,108 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $463,773 · end of year $444,158
-
3 · Pledges and grants receivable
beginning of year $1,437,610 · end of year $978,528
-
4 · Accounts receivable
beginning of year $31,338 · end of year $14,090
-
9 · Prepaid expenses and deferred charges
beginning of year $44,284 · end of year $44,167
-
10a · Land, buildings and equipment: cost or other basis
$4,933,068
-
10b · Land, buildings and equipment: accumulated depreciation
$1,669,594
-
10c · Land, buildings and equipment, net
beginning of year $2,454,025 · end of year $3,263,474
-
11 · Investments: publicly traded securities
beginning of year $768,858 · end of year $496,462
-
15 · Other assets
beginning of year $30,385 · end of year $312,088
-
17 · Accounts payable and accrued expenses
beginning of year $62,147 · end of year $60,138
-
19 · Deferred revenue
beginning of year $41,439 · end of year $73,810
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $100,000
-
24 · Unsecured notes and loans payable
beginning of year $42,885 · end of year $320,642
-
27 · Net assets without donor restrictions
beginning of year $3,661,109 · end of year $4,163,722
-
28 · Net assets with donor restrictions
beginning of year $1,422,693 · end of year $834,655
Mission and programs · 2023
Mission
JUNIOR ACHIEVEMENT (JA) IS A NON-PROFIT ORGANIZATION WHOSE PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. WE WORK WITH COMMUNITY PARTNERS TO IMPROVE STUDENT KNOWLEDGE IN WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY.
Activities or mission (Part I)
JUNIOR ACHIEVEMENT (JA) IS A NONPROFIT YOUTH ORGANIZATION WHOSE CORE PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
JUNIOR ACHIEVEMENT (JA) MOVES OUR MISSION FORWARD THROUGH AUTHENTIC, EXPERIENTIAL PROGRAMS THAT PROMOTE WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. DURING THE YEAR ENDING JUNE 2024, THE ORGANIZATION SERVED 31,180 STUDENTS BY PROVIDING OVER 356,763 HOURS OF CURRICULUM AND HANDS-ON EXPERIENCE TO OREGON AND SW WASHINGTON YOUTH. JUNIOR ACHIEVEMENT PROVIDES PROGRAMS TO STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE IN THESE MAIN CATEGORIES: K-12 IN-CLASS PROGRAMS, JA BIZTOWN, AND JA FINANCE PARK. JA PROUDLY WORKS IN PARTNERSHIP WITH BOTH SCHOOL AND BUSINESS COMMUNITIES TO TRANSFORM THE STUDENT EXPERIENCE BY BRINGING RELEVANCE, KNOWLEDGE, AND APPLICATION INTO EVERYDAY LEARNING. WE ARE COMMITTED TO HELPING BUILD ECONOMIC AND RACIAL EQUALITY THROUGH OUR PROGRAMS WITH AN EMPHASIS ON REACHING MARGINALIZED STUDENTS IN OUR HIGHEST NEEDS SCHOOLS.
Expenses $1,737,222 · Revenue $392,059
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barbara MatheyBARBARA MATHEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
David BuddDAVID BUDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David WeberDAVID WEBER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Deanna BurgerDEANNA BURGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Francie StaceyFRANCIE STACEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Grant WordGRANT WORD
VICE CHAIRMAN - STUDENT IMPACT
- Total calculated
- $0
- Hours/week
- 1
-
Harley SpringHARLEY SPRING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jt SmithJT SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason NorrisJASON NORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark PaytonMARK PAYTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Megan BishopMEGAN BISHOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nikki KoblihaNIKKI KOBLIHA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rob MacnaughtonROB MACNAUGHTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ronan EgglestonRONAN EGGLESTON
VICE CHAIRMAN - FUNDING
- Total calculated
- $0
- Hours/week
- 1
-
Roy HutchisonROY HUTCHISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve GraySTEVE GRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tyler KriegTYLER KRIEG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian DayBRIAN DAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JD PodlesnikJD PODLESNIK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle TaftMICHELLE TAFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan MedakDAN MEDAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jimmy AndersonJIMMY ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Renee BalsigerRENEE BALSIGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rosie CortesROSIE CORTES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Contesa Diaz-NicolaidisCONTESA DIAZ-NICOLAIDIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joel DullumJOEL DULLUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erika GliddenERIKA GLIDDEN
COMMITTEE CHAIRMAN - DIVER
- Total calculated
- $0
- Hours/week
- 1
-
Yesenia Meraz-TorresYESENIA MERAZ-TORRES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alex NaitoALEX NAITO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark WreathMARK WREATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josh LyonsJOSH LYONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clarie NewmanCLARIE NEWMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna WilliamsDONNA WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alex GeschkeALEX GESCHKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan P DeckertRYAN P DECKERT
PRESIDENT - PAST
- Total calculated
- $0
- Hours/week
- 40
-
Barbara SmithBARBARA SMITH
PRESIDENT
- Total calculated
- $150,504
- From this org
- $130,102
- From related orgs
- $0
- Other
- $20,402
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,102
- Bonus
- $0
- Other
- $0
- Deferred
- $19,797
- Nontaxable benefits
- $605
- Filer's total
- $150,504
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 · 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
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349311388
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