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Nonprofiteer
← JUNIOR ACHIEVEMENT OF OKI PARTNERS

Form 990 for tax year 2022

Filed by JUNIOR ACHIEVEMENT OF OKI PARTNERS.

Totals

Total revenue
$1,306,928
Total expenses
$1,168,360
Contributions and grants received
$1,071,193
Grants paid
$0
Program service revenue
$0
Investment income
$18,264
Other revenue
$217,471
Total assets, end of year
$1,146,895
Total liabilities, end of year
$175,842
Net assets or fund balances, end of year
$971,053
Program services expenses (Part IX)
$1,014,007
Management and general expenses
$57,860
Fundraising expenses
$96,493
Program service expenses (Part III)
$1,014,007

Program services were 86.8% 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

    $564,949

  • 1f · All other contributions, gifts and grants

    $506,244

  • 3 · Investment income

    total $12,782 · excluded $12,782

  • 7a · Gross sales of assets other than inventory

    securities $8,091

  • 7b · Less cost or other basis and sales expenses

    securities $2,609

  • 7c · Gain or loss

    securities $5,482

  • 7d · Net gain or loss

    total $5,482 · excluded $5,482

  • 8a · Fundraising events: gross income

    $463,676

  • 8a · Fundraising events: contributions included on line 1c

    $564,949

  • 8b · Fundraising events: direct expenses

    $428,462

  • 8c · Net income from fundraising events

    total $35,214 · excluded $35,214

  • 11a · Other revenue: EMPLOYEE RETENTION CRE

    total $175,362 · excluded $175,362

  • 11b · Other revenue: OTHER REVENUE

    total $6,895 · excluded $6,895

  • 11e · Other revenue, total

    $182,257

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $160,501 · program services $119,093 · management and general $7,538 · fundraising $33,870

  • 7 · Other salaries and wages

    total $530,145 · program services $458,438 · management and general $29,504 · fundraising $42,203

  • 9 · Other employee benefits

    total $64,837 · program services $56,612 · management and general $2,956 · fundraising $5,269

  • 10 · Payroll taxes

    total $53,928 · program services $46,634 · management and general $3,001 · fundraising $4,293

  • 11c · Fees: accounting

    total $22,260 · program services $17,808 · management and general $2,226 · fundraising $2,226

  • 13 · Office expenses

    total $35,820 · program services $27,814 · management and general $4,003 · fundraising $4,003

  • 16 · Occupancy

    total $40,703 · program services $32,563 · management and general $4,070 · fundraising $4,070

  • 17 · Travel

    total $3,141 · program services $2,827 · fundraising $314

  • 19 · Conferences, conventions and meetings

    total $5,851 · program services $3,527 · management and general $2,324

  • 23 · Insurance

    total $22,072 · program services $19,865 · management and general $2,207

  • 24a · Other expenses: NATIONAL PARTICIPATION

    total $130,760 · program services $130,760

  • 24b · Other expenses: INSPIRE

    total $44,579 · program services $44,579

  • 24c · Other expenses: EDUCATION

    total $37,053 · program services $37,053

  • 24d · Other expenses: STOCK MARKET CHALLENGE

    total $10,981 · program services $10,981

  • 24e · All other expenses

    total $5,729 · program services $5,453 · management and general $31 · fundraising $245

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $921,945 · end of year $204,870

  • 2 · Savings and temporary cash investments

    end of year $846,651

  • 3 · Pledges and grants receivable

    beginning of year $76,732 · end of year $10,100

  • 4 · Accounts receivable

    beginning of year $25,515 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,927 · end of year $8,603

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

    $48,774

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

    $48,774

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $79,023 · end of year $76,671

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,100 · end of year $30,701

  • 19 · Deferred revenue

    beginning of year $244,963 · end of year $142,078

  • 25 · Other liabilities

    beginning of year $7,594 · end of year $3,063

  • 27 · Net assets without donor restrictions

    beginning of year $556,426 · end of year $789,347

  • 28 · Net assets with donor restrictions

    beginning of year $276,059 · end of year $181,706

Mission and programs · 2022

Mission

JUNIOR ACHIEVEMENT WILL ENSURE THAT EVERY CHILD IN THE REGION HAS A FUNDAMENTAL UNDERSTANDING OF THE FREE-ENTERPRISE SYSTEM. JUNIOR ACHIEVEMENT (JA) HELPS KIDS UNDERSTAND THE CONNECTION BETWEEN PERSONAL RESPONSIBILITY, HARD WORK, PERSERVERANCE, AND SUCCESS IN WORK AND IN LIFE.

Activities or mission (Part I)

TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY

  • JUNIOR ACHIEVEMENT PROVIDES PROGRAMS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY, TEACHING BUSINESS SKILLS, WORKFORCE READINESS, AND LIFE SKILLS TO IMPROVE THE QUALITY OF THEIR LIVES.

    Expenses $1,014,007

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeff Taylor

    PRESIDENT & CEO

    Total calculated
    $160,500
    From this org
    $145,666
    From related orgs
    $0
    Other
    $14,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,666
    Bonus
    $0
    Other
    $0
    Deferred
    $5,775
    Nontaxable benefits
    $9,059
    Filer's total
    $160,500

  • Robert Guido

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • David Cook

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Fitzpatrick

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Kujawa

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Steve Haussler

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Lytle Thomas

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Marilyn Coleman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tom Daskalakis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Eder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Jessup

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Rowan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Jo Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rick Wirthlin

    DIRECTOR

    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

  • 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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202343109349301989

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