Form 990 for tax year 2022
Filed by JUNIOR ACHIEVEMENT OF EASTERN IOWA FOUNDATION.
Totals
- Total revenue
- $111,366
- Total expenses
- $11,634
- Contributions and grants received
- $101,000
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $10,366
- Other revenue
- $0
- Total assets, end of year
- $591,155
- Total liabilities, end of year
- $2,632
- Net assets or fund balances, end of year
- $588,523
- Program services expenses (Part IX)
- $9,008
- Management and general expenses
- $2,626
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,008
Program services were 77.4% 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
$101,000
-
3 · Investment income
total $10,366 · excluded $10,366
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $1,515 · management and general $1,515
-
19 · Conferences, conventions and meetings
total $8 · program services $8
-
21 · Payments to affiliates
total $1,111 · management and general $1,111
-
24a · Other expenses: TRANSFER TO JAEI
total $9,000 · program services $9,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $40,287 · end of year $130,912
-
11 · Investments: publicly traded securities
beginning of year $415,059 · end of year $460,243
-
17 · Accounts payable and accrued expenses
beginning of year $2,343 · end of year $2,632
-
27 · Net assets without donor restrictions
beginning of year $13,801 · end of year $2,171
-
28 · Net assets with donor restrictions
beginning of year $439,202 · end of year $586,352
Mission and programs · 2022
Mission
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
Activities or mission (Part I)
TO PROVIDE FINANCIAL SUPPORT TO THE MISSION AND PROGRAMMING OF JUNIOR ACHIEVEMENT OF EASTERN IOWA.
-
TO PROVIDE FINANCIAL SUPPORT TO THE MISSION AND PROGRAMMING OF JUNIOR ACHIEVEMENT OF EASTERN IOWA, INC.
Expenses $9,008
As filed on the 2022 return.
Listed in Part VII
-
Lisa PershingLISA PERSHING
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy KasparekNANCY KASPAREK
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Rose LorenzROSE LORENZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Gary BertchGARY BERTCH
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bryan EarnestBRYAN EARNEST
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Troy SmithTROY SMITH
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Christine Eh LandaCHRISTINE EH LANDA
AUTHORIZED AGENT
- Total calculated
- $211,527
- From this org
- $0
- From related orgs
- $203,418
- Other
- $8,109
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $177,921 related
- Bonus
- $0 + $25,497 related
- Other
- $0
- Deferred
- $0 + $8,109 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $211,527 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. 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
The filer's explanations (Part III)
- PART I, LINE 3
- ALL COMPENSATION IS PROVIDED THROUGH THE RELATED ORGANIZATION, JUNIOR ACHIEVEMENT OF EASTERN IOWA, WHO ADHERES TO THE FOLLOWING PROCESS: EQUI-COMP GUIDELINES ARE USED TO DETERMINE SALARY. THE GUIDELINES ARE PROVIDED THROUGH JUNIOR ACHIEVEMENT USA BASED ON COMPARABLES FROM OTHER MARKETS ACROSS THE UNITED STATES. RECOMMENDATIONS FOR OFFICERS AND KEY EMPLOYEES ARE REVIEWED AND APPROVED BY THE EXECUTIVE BOARD MEMBERS. FOR THE PRESIDENT, AN EMAIL FROM THE BOARD CHAIR CONTAINING THE APPROVAL IS PRINTED AND RETAINED IN THE PAYROLL FILE AFTER THE ANNUAL REVIEW IS COMPLETED, TYPICALLY BY THE END OF AUGUST. FOR OTHER OFFICERS AND KEY EMPLOYEES, A PAYROLL COMPENSATION SUMMARY IS PRINTED AND SIGNED OFF ON BY THE PRESIDENT.
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.
-
JUNIOR ACHIEVEMENT OF EASTERN IOWA INC
501(C)(3) · TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. · IA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323109349304002
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