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Nonprofiteer
← JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC

Form 990 for tax year 2022

Filed by JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC.

Totals

Total revenue
$3,154,938
Total expenses
$1,614,481
Contributions and grants received
$2,777,966
Grants paid
$0
Program service revenue
$293,373
Investment income
$23,466
Other revenue
$60,133
Total assets, end of year
$5,230,273
Total liabilities, end of year
$146,471
Net assets or fund balances, end of year
$5,083,802
Program services expenses (Part IX)
$1,151,184
Management and general expenses
$169,117
Fundraising expenses
$294,180
Program service expenses (Part III)
$1,151,184

Program services were 71.3% 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.

  • 1e · Government grants (contributions)

    $39,996

  • 1f · All other contributions, gifts and grants

    $2,737,970

  • 1g · Noncash contributions included above

    $103,520

  • 2a · Program service revenue: JA BIZTOWN FEES

    total $280,785 · related or exempt $280,785

  • 2b · Program service revenue: JA FINANCE PARK FEES

    total $12,588 · related or exempt $12,588

  • 3 · Investment income

    total $23,466 · excluded $23,466

  • 6a · Gross rents

    real property $3,300

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $3,300

  • 6d · Net rental income or loss

    total $3,300 · excluded $3,300

  • 8a · Fundraising events: gross income

    $82,689

  • 8b · Fundraising events: direct expenses

    $25,856

  • 8c · Net income from fundraising events

    total $56,833 · excluded $56,833

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $205,191 · program services $116,959 · management and general $16,415 · fundraising $71,817

  • 7 · Other salaries and wages

    total $548,631 · program services $331,477 · management and general $74,030 · fundraising $143,124

  • 8 · Pension plan contributions

    total $11,462 · program services $10,055 · management and general $1,954 · fundraising -$547

  • 9 · Other employee benefits

    total $56,424 · program services $43,830 · management and general $7,758 · fundraising $4,836

  • 10 · Payroll taxes

    total $58,965 · program services $44,547 · management and general $7,941 · fundraising $6,477

  • 11g · Fees: other

    total $67,391 · program services $41,420 · management and general $10,455 · fundraising $15,516

  • 12 · Advertising and promotion

    total $29,454 · program services $23,563 · fundraising $5,891

  • 13 · Office expenses

    total $201,801 · program services $153,550 · management and general $23,498 · fundraising $24,753

  • 14 · Information technology

    total $28,752 · program services $21,671 · management and general $4,249 · fundraising $2,832

  • 16 · Occupancy

    total $108,299 · program services $92,402 · management and general $8,793 · fundraising $7,104

  • 17 · Travel

    total $11,106 · program services $10,203 · management and general $361 · fundraising $542

  • 19 · Conferences, conventions and meetings

    total $671 · program services $229 · management and general $221 · fundraising $221

  • 20 · Interest

    total $1,379 · management and general $1,379

  • 21 · Payments to affiliates

    total $122,257 · program services $112,477 · management and general $4,890 · fundraising $4,890

  • 22 · Depreciation, depletion and amortization

    total $56,949 · program services $50,361 · management and general $3,294 · fundraising $3,294

  • 23 · Insurance

    total $23,766 · program services $19,966 · management and general $2,280 · fundraising $1,520

  • 24a · Other expenses: PROGRAM MATERIALS

    total $54,230 · program services $54,082 · management and general $73 · fundraising $75

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $13,912 · program services $10,551 · management and general $1,526 · fundraising $1,835

  • 24c · Other expenses: SUMMER CAMP EXPENSE

    total $13,841 · program services $13,841 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $269,163 · end of year $463,773

  • 3 · Pledges and grants receivable

    beginning of year $124,778 · end of year $1,437,610

  • 4 · Accounts receivable

    beginning of year $26,996 · end of year $31,338

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,197 · end of year $44,284

  • 10a · Land, buildings and equipment: cost or other basis

    $3,976,716

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,522,691

  • 10c · Land, buildings and equipment, net

    beginning of year $2,157,290 · end of year $2,454,025

  • 11 · Investments: publicly traded securities

    beginning of year $876,109 · end of year $768,858

  • 15 · Other assets

    beginning of year $114,354 · end of year $30,385

  • 17 · Accounts payable and accrued expenses

    beginning of year $52,396 · end of year $62,147

  • 19 · Deferred revenue

    beginning of year $43,812 · end of year $41,439

  • 24 · Unsecured notes and loans payable

    beginning of year $27,789 · end of year $42,885

  • 27 · Net assets without donor restrictions

    beginning of year $3,394,692 · end of year $3,661,109

  • 28 · Net assets with donor restrictions

    beginning of year $79,198 · end of year $1,422,693

Mission and programs · 2022

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) USES EXPERIENTIAL PROGRAMS THAT PROMOTE WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. DURING THE YEAR ENDING JUNE 2023, THE ORGANIZATION SERVED 26,964 STUDENTS BY PROVIDING OVER 274,444 HOURS OF CURRICULUM AND HANDS-ON EXPERIENCE TO OREGON AND SW WASHINGTON YOUTH. JA PROVIDES PROGRAMS TO STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE IN THREE CLASSIFICATIONS: K-12 IN-CLASS PROGRAMS, JA BIZTOWN, AND JA FINANCE PARK. JA PROUDLY WORKS WITH COMMUNITY PARTNERS 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 $1,151,184 · Revenue $293,373

As filed on the 2022 return.

Listed in Part VII

  • BARBARA MATHEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRANDON MANNING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID BUDD

    VICE CHAIRMAN - STUDENT IM

    Total calculated
    $0
    Hours/week
    1

  • DAVID WEBER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DEANNA BURGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRANCIE STACEY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • GRANT WORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARLEY SPRING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JT SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON NORRIS

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JIM PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK PAYTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEGAN BISHOP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NIKKI KOBLIHA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROB MACNAUGHTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RONAN EGGLESTON

    VICE CHAIRMAN - FUNDING

    Total calculated
    $0
    Hours/week
    1

  • ROY HUTCHISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE GRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TYLER KRIEG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN DAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JD PODLESNIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE TAFT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN MEDAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GILBERT ALVAREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIMMY ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RENEE BALSIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROSIE CORTES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CONTESA DIAZ-NICOLAIDIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOEL DULLUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIKA GLIDDEN

    COMMITTEE CHAIRMAN - DIVERSITY, EQUITY, INCLUSION

    Total calculated
    $0
    Hours/week
    1

  • YESENIA MERAZ-TORRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEX NAITO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK WREATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSH LYONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CLARIE NEWMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONNA SCHNUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEX GESCHKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RYAN P DECKERT

    PRESIDENT

    Total calculated
    $198,430
    From this org
    $181,500
    From related orgs
    $0
    Other
    $16,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,500
    Bonus
    $0
    Other
    $0
    Deferred
    $7,260
    Nontaxable benefits
    $9,670
    Filer's total
    $198,430

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
2022
Filed
25 January 2024
IRS schema version
2022v5.0
Source object
202410389349301891

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