Form 990 for tax year 2022
Filed by JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND.
Totals
- Total revenue
- $2,219,190
- Total expenses
- $2,282,098
- Contributions and grants received
- $1,616,954
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $93,542
- Other revenue
- $508,694
- Total assets, end of year
- $5,577,730
- Total liabilities, end of year
- $635,464
- Net assets or fund balances, end of year
- $4,942,266
- Program services expenses (Part IX)
- $1,735,674
- Management and general expenses
- $375,315
- Fundraising expenses
- $171,109
- Program service expenses (Part III)
- $1,735,674
Program services were 76.1% 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.
-
1a · Federated campaigns
$132,500
-
1f · All other contributions, gifts and grants
$1,484,454
-
3 · Investment income
total $93,542 · excluded $93,542
-
8a · Fundraising events: gross income
$800,437
-
8b · Fundraising events: direct expenses
$292,304
-
8c · Net income from fundraising events
total $508,133 · excluded $508,133
-
11a · Other revenue: OTHER REVENUE
total $561 · related or exempt $561
-
11e · Other revenue, total
$561
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $217,388 · program services $136,302 · management and general $58,260 · fundraising $22,826
-
7 · Other salaries and wages
total $732,516 · program services $651,490 · management and general $49,366 · fundraising $31,660
-
8 · Pension plan contributions
total $39,812 · program services $36,791 · management and general $1,626 · fundraising $1,395
-
9 · Other employee benefits
total $268,758 · program services $217,055 · management and general $36,952 · fundraising $14,751
-
10 · Payroll taxes
total $92,212 · program services $77,474 · management and general $9,445 · fundraising $5,293
-
11c · Fees: accounting
total $64,420 · management and general $64,420
-
11g · Fees: other
total $150,436 · program services $107,428 · management and general $43,008
-
12 · Advertising and promotion
total $59,493 · program services $47,594 · management and general $5,949 · fundraising $5,950
-
13 · Office expenses
total $10,745 · program services $6,982 · management and general $2,448 · fundraising $1,315
-
14 · Information technology
total $46,425 · program services $32,498 · management and general $9,285 · fundraising $4,642
-
16 · Occupancy
total $62,500 · program services $46,250 · management and general $12,500 · fundraising $3,750
-
17 · Travel
total $16,149 · program services $12,919 · management and general $1,615 · fundraising $1,615
-
19 · Conferences, conventions and meetings
total $5,600 · program services $4,480 · management and general $560 · fundraising $560
-
21 · Payments to affiliates
total $207,189 · program services $207,189
-
22 · Depreciation, depletion and amortization
total $8,893 · management and general $8,893
-
23 · Insurance
total $28,349 · program services $21,262 · management and general $7,087
-
24a · Other expenses: DONOR RELATIONS
total $74,872 · fundraising $74,872
-
24b · Other expenses: PROGRAM MATERIALS
total $67,033 · program services $67,033
-
24c · Other expenses: OTHER EXPENSES
total $55,150 · program services $5,669 · management and general $48,705 · fundraising $776
-
24d · Other expenses: VOLUNTEER EXPENSES
total $43,337 · program services $43,337
-
24e · All other expenses
total $30,821 · program services $13,921 · management and general $15,196 · fundraising $1,704
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,861,714 · end of year $1,485,490
-
2 · Savings and temporary cash investments
beginning of year $487,559 · end of year $410,831
-
3 · Pledges and grants receivable
beginning of year $313,625 · end of year $541,097
-
9 · Prepaid expenses and deferred charges
beginning of year $30,333 · end of year $38,582
-
10a · Land, buildings and equipment: cost or other basis
$79,210
-
10b · Land, buildings and equipment: accumulated depreciation
$55,523
-
10c · Land, buildings and equipment, net
beginning of year $22,808 · end of year $23,687
-
11 · Investments: publicly traded securities
beginning of year $2,627,995 · end of year $3,000,682
-
15 · Other assets
end of year $77,361
-
17 · Accounts payable and accrued expenses
beginning of year $248,282 · end of year $336,603
-
19 · Deferred revenue
beginning of year $312,572 · end of year $221,500
-
25 · Other liabilities
end of year $77,361
-
27 · Net assets without donor restrictions
beginning of year $4,668,161 · end of year $4,818,692
-
28 · Net assets with donor restrictions
beginning of year $115,019 · end of year $123,574
Mission and programs · 2022
Mission
THE ORGANIZATION IS DEDICATED TO EDUCATING STUDENTS ABOUT WORKFORCE READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. THESE PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE WEALTH AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE.
-
TO EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS THROUGH A SERIES OF PROGRAMS OFFERED TO K-12 STUDENTS. APPROXIMATELY 30,000 STUDENTS PARTICIPATED IN THE PROGRAM THROUGHOUT 7 COUNTIES, INCLUDING HARTFORD, LITCHFIELD, NEW HAVEN, WINDHAM, TOLLAND, NEW LONDON AND MIDDLESEX.
Expenses $1,735,674
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeremy D RaceJEREMY D RACE
PRESIDENT &
- Total calculated
- $250,651
- From this org
- $217,388
- From related orgs
- $0
- Other
- $33,263
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,388
- Bonus
- $45,000
- Other
- not reported
- Deferred
- $13,331
- Nontaxable benefits
- $19,932
- Filer's total
- $250,651
-
Francine AustinFRANCINE AUSTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas J BailerTHOMAS J BAILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adele BalboniADELE BALBONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven BrodrickSTEVEN BRODRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay S ButhJAY S BUTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan R Collett CPAJONATHAN R COLLETT CPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew W CambiMATTHEW W CAMBI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Trevon CanadaTREVON CANADA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence J CarboniLAWRENCE J CARBONI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian CarillonBRIAN CARILLON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pamela R CarpenterPAMELA R CARPENTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph DesantisJOSEPH DESANTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anne S EvansANNE S EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack FazzinoJACK FAZZINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Daivd FirstenbergDAIVD FIRSTENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul J FoodyPAUL J FOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle V GaleotaMICHELLE V GALEOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill GlueckBILL GLUECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason T GutcheonJASON T GUTCHEON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John L GuyJOHN L GUY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
G Christopher HeylG CHRISTOPHER HEYL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew HoffmanMATTHEW HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Claude HowardCLAUDE HOWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donald Allan JrDONALD ALLAN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patty KingPATTY KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dawn LazarusDAWN LAZARUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian LevineBRIAN LEVINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Celia LofinkCELIA LOFINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David LoudenDAVID LOUDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donna Lecky JD MBADONNA LECKY JD MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth H McGovernKENNETH H MCGOVERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Samuel McKnightSAMUEL MCKNIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beth MerensteinBETH MERENSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary MorganMARY MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark NisbettMARK NISBETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terrell Hill PhDTERRELL HILL PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily PaskindEMILY PASKIND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael C PelletierMICHAEL C PELLETIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas L PhillipsTHOMAS L PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tina St PierreTINA ST PIERRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William K PiotrowskiWILLIAM K PIOTROWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe RadziewiczJOE RADZIEWICZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sean RieglerSEAN RIEGLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly RomeKELLY ROME
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pamela SawyerPAMELA SAWYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robb SchilbergROBB SCHILBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wendy P SimoncelliWENDY P SIMONCELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Castro SmithbergerJENNIFER CASTRO SMITHBERGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pj TitonePJ TITONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dawne E WareDAWNE E WARE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve WeirSTEVE WEIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward B WhittemoreEDWARD B WHITTEMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan C WinklerSUSAN C WINKLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin WolfangerJUSTIN WOLFANGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kelly YoungKELLY YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan D JacksonSUSAN D JACKSON
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Karmela MaloneKARMELA MALONE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Susan MartinelliSUSAN MARTINELLI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
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
None.
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.
-
501C3 · TEACH YOUT · CO
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440659349300719
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