Form 990 for tax year 2022
Filed by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON.
Totals
- Total revenue
- $6,842,612
- Total expenses
- $6,042,862
- Contributions and grants received
- $5,766,902
- Grants paid
- $0
- Program service revenue
- $1,020,290
- Investment income
- $55,420
- Other revenue
- $0
- Total assets, end of year
- $14,460,322
- Total liabilities, end of year
- $685,263
- Net assets or fund balances, end of year
- $13,775,059
- Program services expenses (Part IX)
- $4,934,475
- Management and general expenses
- $921,311
- Fundraising expenses
- $187,076
- Program service expenses (Part III)
- $4,934,475
Program services were 81.7% 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
$1,409,406
-
1f · All other contributions, gifts and grants
$4,357,496
-
2a · Program service revenue: FINANCE PARK PARTICIPA
total $1,020,290 · related or exempt $1,020,290
-
3 · Investment income
total $55,420 · excluded $55,420
-
8a · Fundraising events: gross income
$550,300
-
8a · Fundraising events: contributions included on line 1c
$1,409,406
-
8b · Fundraising events: direct expenses
$550,300
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $595,832 · program services $535,057 · management and general $48,858 · fundraising $11,917
-
7 · Other salaries and wages
total $2,405,263 · program services $2,160,693 · management and general $198,404 · fundraising $46,166
-
8 · Pension plan contributions
total $64,456 · program services $57,889 · management and general $5,285 · fundraising $1,282
-
9 · Other employee benefits
total $226,061 · program services $203,085 · management and general $18,674 · fundraising $4,302
-
10 · Payroll taxes
total $216,332 · program services $194,323 · management and general $17,825 · fundraising $4,184
-
11a · Fees: management
total $241,250 · program services $241,250
-
11b · Fees: legal
total $5,800 · management and general $5,800
-
11c · Fees: accounting
total $15,042 · management and general $15,042
-
11g · Fees: other
total $495,553 · program services $153,249 · management and general $331,504 · fundraising $10,800
-
12 · Advertising and promotion
total $12,525 · program services $1,220 · management and general $1,305 · fundraising $10,000
-
13 · Office expenses
total $21,566 · program services $16,805 · management and general $4,761
-
14 · Information technology
total $167,993 · program services $127,400 · management and general $40,593
-
16 · Occupancy
total $258,030 · program services $217,158 · management and general $21,700 · fundraising $19,172
-
17 · Travel
total $46,094 · program services $31,011 · management and general $12,682 · fundraising $2,401
-
19 · Conferences, conventions and meetings
total $15,121 · program services $12,798 · management and general $2,040 · fundraising $283
-
20 · Interest
total $13,602 · program services $12,075 · management and general $1,527
-
22 · Depreciation, depletion and amortization
total $352,996 · program services $329,498 · management and general $23,498
-
23 · Insurance
total $44,360 · program services $23,295 · management and general $21,065
-
24a · Other expenses: LICENSE FEES
total $521,023 · program services $438,493 · management and general $43,818 · fundraising $38,712
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $63,472 · program services $30,428 · management and general $25,097 · fundraising $7,947
-
24c · Other expenses: PROGRAM MATERIALS
total $56,836 · program services $56,836
-
24d · Other expenses: TELEPHONE
total $47,500 · program services $18,468 · management and general $29,032
-
24e · All other expenses
total $156,155 · program services $73,444 · management and general $52,801 · fundraising $29,910
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,796,777 · end of year $1,244,977
-
2 · Savings and temporary cash investments
beginning of year $1,308,026 · end of year $2,237,879
-
3 · Pledges and grants receivable
beginning of year $485,519 · end of year $2,563,587
-
9 · Prepaid expenses and deferred charges
beginning of year $66,688 · end of year $84,361
-
10a · Land, buildings and equipment: cost or other basis
$11,489,550
-
10b · Land, buildings and equipment: accumulated depreciation
$3,758,716
-
10c · Land, buildings and equipment, net
beginning of year $7,870,007 · end of year $7,730,834
-
15 · Other assets
beginning of year $19,959 · end of year $598,684
-
17 · Accounts payable and accrued expenses
beginning of year $151,111 · end of year $98,585
-
19 · Deferred revenue
beginning of year $1,475 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $402,448 · end of year $0
-
25 · Other liabilities
beginning of year $25,345 · end of year $586,678
-
27 · Net assets without donor restrictions
beginning of year $12,400,597 · end of year $11,857,849
-
28 · Net assets with donor restrictions
beginning of year $566,000 · end of year $1,917,210
Mission and programs · 2022
Mission
SEE SCHEDULE O
Activities or mission (Part I)
TO EDUCATE AND INSPIRE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
PROVIDED FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORK READINESS CURRICULUM TO 38,604 STUDENTS FROM K-12TH GRADE IN THE GREATER WASHINGTON DC REGION.
Expenses $4,934,475 · Revenue $1,020,290
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Neil SmithNEIL SMITH
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Pam BentleyPAM BENTLEY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John DurrantJOHN DURRANT
CHAIR ELECT, STRATEGIC GROWTH COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Peter AbrahamsPETER ABRAHAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monica DalwadiMONICA DALWADI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jose HernandezJOSE HERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James CornelsenJAMES CORNELSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andy FuhrmannANDY FUHRMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dante P D'EgidioDANTE P D'EGIDIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Prashant KothariPRASHANT KOTHARI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Earle Horton IIIEARLE HORTON III
GENERAL COUNSEL
- Total calculated
- $0
- Hours/week
- 1
-
Laura LeeLAURA LEE
AUDIT COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Alexander AlvaradoALEXANDER ALVARADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alexander AustinALEXANDER AUSTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer CurleyJENNIFER CURLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Prufesh ModheraPRUFESH MODHERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth ShoreELIZABETH SHORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lynne FordLYNNE FORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charles BarleyCHARLES BARLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Winell BelfonteWINELL BELFONTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joshua HowarthJOSHUA HOWARTH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allison DyerALLISON DYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yolanda ScottYOLANDA SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffery RuberyJEFFERY RUBERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mimi YehMIMI YEH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve ProctorSTEVE PROCTOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Georgette GodwinGEORGETTE GODWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janet OsbornJANET OSBORN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jack McDougleJACK MCDOUGLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nicole CoberNICOLE COBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beth JohnsonBETH JOHNSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Timothey O'NeilTIMOTHEY O'NEIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew SchwartzMATTHEW SCHWARTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rick FernandezRICK FERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff WeingartenJEFF WEINGARTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Divina GambleDIVINA GAMBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael PizziMICHAEL PIZZI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan AbermanJONATHAN ABERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cecilia HodgesCECILIA HODGES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph OchipintiJOSEPH OCHIPINTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark RothmanMARK ROTHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin SmithsonKEVIN SMITHSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rishi VyasRISHI VYAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tien WongTIEN WONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer WallJENNIFER WALL
GOVERNANCE & NOMINATIONS COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Christine SteinbergCHRISTINE STEINBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie CoonsJULIE COONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edward J GrenierEDWARD J GRENIER
PRESIDENT AND CEO
- Total calculated
- $380,846
- From this org
- $342,500
- From related orgs
- $0
- Other
- $38,346
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $342,500
- Bonus
- $0
- Other
- $0
- Deferred
- $10,500
- Nontaxable benefits
- $27,846
- Filer's total
- $380,846
-
Amy Marcenaro HeckmanAMY MARCENARO HECKMAN
CHIEF OPERATING OFFICER
- Total calculated
- $214,985
- From this org
- $200,000
- From related orgs
- $0
- Other
- $14,985
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,000
- Bonus
- $0
- Other
- $0
- Deferred
- $6,000
- Nontaxable benefits
- $8,985
- Filer's total
- $214,985
-
Chelsea Rose SoneiraCHELSEA ROSE SONEIRA
CHIEF ACADEMIC OFFICER
- Total calculated
- $178,935
- From this org
- $165,000
- From related orgs
- $0
- Other
- $13,935
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,000
- Bonus
- $0
- Other
- $0
- Deferred
- $4,950
- Nontaxable benefits
- $8,985
- Filer's total
- $178,935
-
Jennifer BodensiekJENNIFER BODENSIEK
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $241,298
- From this org
- $225,563
- From related orgs
- $0
- Other
- $15,735
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $225,563
- Bonus
- $0
- Other
- $0
- Deferred
- $6,750
- Nontaxable benefits
- $8,985
- Filer's total
- $241,298
-
Sarah BurnettSARAH BURNETT
VP PROGRAM OPERATIONS
- Total calculated
- $126,653
- From this org
- $114,050
- From related orgs
- $0
- Other
- $12,603
- Hours/week
- 40
-
Christina BeyerCHRISTINA BEYER
VP DEVELOPMENT
- Total calculated
- $160,948
- From this org
- $147,013
- From related orgs
- $0
- Other
- $13,935
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,013
- Bonus
- $0
- Other
- $0
- Deferred
- $4,950
- Nontaxable benefits
- $8,985
- Filer's total
- $160,948
-
Amanda MeterAMANDA METER
VP INDIVIDUAL, FOUNDATION & CAPITAL PARTNERSHIPS
- Total calculated
- $158,155
- From this org
- $146,667
- From related orgs
- $0
- Other
- $11,488
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,667
- Bonus
- $0
- Other
- $0
- Deferred
- $4,000
- Nontaxable benefits
- $7,488
- Filer's total
- $158,155
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 · Compensation committee
- 3 · Compensation survey or study
- 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.
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) · NATIONAL ORGANIZATION · CO
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
JANCA FP LLC
FINANCE PARK (LOCATED IN FAIRFAX COUNTY, VA) · VA · income $270,958 · assets $2,760,888
Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
-
JAGW PGFP LLC
FINANCE PARK (LOCATED IN PRINCE GEORGE'S COUNTY, MD) · MD · income $335,299 · assets $2,646,733
Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
-
JAGW MCFP LLC
FINANCE PARK (LOCATED IN MONTGOMERY COUNTY, MD) · MD · income $845,219 · assets $1,878,930
Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
-
JAGW DC LLC
JA DISCOVERY CENTER (TO BE LOCATED IN WASHINGTON, DC) · DC · income $0 · assets $391,100
Directly controlled by JUNIOR ACHIEVEMENT OF GREATER WASHINGTON
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349307658
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