Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF THE TRIAD INC.
Totals
- Total revenue
- $567,930
- Total expenses
- $582,844
- Contributions and grants received
- $569,816
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $24,131
- Other revenue
- -$26,017
- Total assets, end of year
- $1,422,370
- Total liabilities, end of year
- $53,456
- Net assets or fund balances, end of year
- $1,368,914
- Program services expenses (Part IX)
- $413,506
- Management and general expenses
- $91,295
- Fundraising expenses
- $78,043
- Program service expenses (Part III)
- $413,506
Program services were 70.9% 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.
-
1c · Fundraising events
$142,321
-
1e · Government grants (contributions)
$83,000
-
1f · All other contributions, gifts and grants
$344,495
-
3 · Investment income
total $24,131 · excluded $24,131
-
8a · Fundraising events: gross income
$5,362
-
8a · Fundraising events: contributions included on line 1c
$142,321
-
8b · Fundraising events: direct expenses
$34,879
-
8c · Net income from fundraising events
total -$29,517 · excluded -$29,517
-
11a · Other revenue: RENTAL INCOME
total $3,500 · related or exempt $3,500
-
11e · Other revenue, total
$3,500
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $122,613 · program services $93,414 · management and general $12,397 · fundraising $16,802
-
7 · Other salaries and wages
total $205,778 · program services $157,580 · management and general $2,398 · fundraising $45,800
-
9 · Other employee benefits
total $16,477 · program services $14,617 · management and general $508 · fundraising $1,352
-
10 · Payroll taxes
total $24,983 · program services $19,607 · management and general $1,100 · fundraising $4,276
-
11c · Fees: accounting
total $17,900 · program services $385 · management and general $17,515
-
12 · Advertising and promotion
total $5,486 · management and general $630 · fundraising $4,856
-
13 · Office expenses
total $486 · management and general $215 · fundraising $271
-
14 · Information technology
total $16,200 · management and general $16,200
-
16 · Occupancy
total $7,244 · program services $7,244
-
17 · Travel
total $6,266 · program services $6,096 · management and general $170
-
21 · Payments to affiliates
total $85,269 · program services $85,269
-
22 · Depreciation, depletion and amortization
total $15,049 · management and general $15,049
-
23 · Insurance
total $9,812 · program services $8,830 · management and general $982
-
24a · Other expenses: MATERIALS AND SUPPLIES
total $25,064 · program services $17,569 · management and general $4,073 · fundraising $3,422
-
24b · Other expenses: CONTRACT LABOR
total $9,095 · management and general $9,095
-
24c · Other expenses: UTILITIES
total $6,269 · program services $216 · management and general $6,485 · fundraising -$432
-
24d · Other expenses: BANK FEES
total $5,886 · program services $70 · management and general $4,343 · fundraising $1,473
-
24e · All other expenses
total $2,967 · program services $2,609 · management and general $135 · fundraising $223
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $569,885 · end of year $703,431
-
2 · Savings and temporary cash investments
beginning of year $466 · end of year $465
-
3 · Pledges and grants receivable
beginning of year $99,608 · end of year $69
-
4 · Accounts receivable
beginning of year $1,850 · end of year $1,576
-
8 · Inventories for sale or use
beginning of year $28,143 · end of year $11,535
-
10a · Land, buildings and equipment: cost or other basis
$942,341
-
10b · Land, buildings and equipment: accumulated depreciation
$275,808
-
10c · Land, buildings and equipment, net
beginning of year $681,581 · end of year $666,533
-
12 · Investments: other securities
beginning of year $25,195 · end of year $27,842
-
15 · Other assets
beginning of year $0 · end of year $10,919
-
17 · Accounts payable and accrued expenses
end of year $2,815
-
19 · Deferred revenue
end of year $20,000
-
24 · Unsecured notes and loans payable
beginning of year $12,500
-
25 · Other liabilities
beginning of year $13,026 · end of year $30,641
-
27 · Net assets without donor restrictions
beginning of year $1,356,007 · end of year $1,341,072
-
28 · Net assets with donor restrictions
beginning of year $25,195 · end of year $27,842
Mission and programs · 2023
Mission
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY
-
SCHOOL PROGRAMS - PROGRAMS ARE DESIGNED TO EMPOWER STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE TO OWN THEIR ECONOMIC SUCCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL COMMUNITY, USING PROFESSIONALLY DESIGNED AND RIGOROUSLY EVALUATED CURRICULUM MATERIALS. THE PROGRAMS FULLY CORRELATE WITH STATE EDUCATIONAL CONTENT STANDARDS AND FOCUS ON THE KEY CONTENT AREAS OF FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP.
Expenses $413,506
As filed on the 2023 return.
Listed in Part VII
-
BETH BELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDY BUNN
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DAWN CHANEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JACQUELYN CLARK JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALESIA HILTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CYNDI HOLT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
DR IRISH SPENCER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MEREDITH SPRADLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RICARDO SIORDIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAURIE JAMISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAN HORNFECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS MURRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALEX MOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR CHARLES PERKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN PERMAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TANDRA REDD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
STEVE SWETOHA
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
MARK WITTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DONALD WYATT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GRACE THOMPSON
PRESIDENT/CEO
- Total calculated
- $113,225
- From this org
- $105,415
- From related orgs
- $0
- Other
- $7,810
- Hours/week
- 40
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.
-
501(C)(3) · CO
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349303863
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