Form 990 for tax year 2022

Totals

Total revenue

$16,117,931

Total expenses

$8,171,082

Contributions and grants received

$15,627,371

Grants paid

$2,258,619

Program service revenue

$286,331

Investment income

$239,456

Other revenue

-$35,227

Total assets, end of year

$27,350,396

Total liabilities, end of year

$15,818,789

Net assets or fund balances, end of year

$11,531,607

Program services expenses (Part IX)

$6,535,156

Management and general expenses

$469,138

Fundraising expenses

$1,166,788

Program service expenses (Part III)

$6,535,156

Program services were 80.0% 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.

Mission and programs · 2022

• JUNIOR ACHIEVEMENT TRADITIONAL IN-SCHOOL PROGRAMS:ELEMENTARY SCHOOL PROGRAMS - DURING ELEMENTARY SCHOOL PROGRAMS, STUDENTS BUILD A SOLID FOUNDATION AND LEARN BASIC CONCEPTS OF BUSINESS, FINANCE, COMMUNITY ENGAGEMENT AND THE IMPORTANCE OF EDUCATION. THROUGH EXPERIENTIAL LESSONS AND CONNECTING WITH COMMUNITY VOLUNTEERS, JUNIOR ACHIEVEMENT BRINGS LEARNING TO LIFE THROUGH ENGAGING LESSONS FOR STUDENTS.MIDDLE SCHOOL PROGRAMS - IN MIDDLE SCHOOL, STUDENTS BUILD ON CONCEPTS LEARNED IN ELEMENTARY SCHOOL, AND LESSONS ARE DESIGNED TO BUILD FOUNDATIONAL FINANCIAL SKILLS, EXPOSE STUDENTS TO A VARIETY OF CAREER OPPORTUNITIES, AND CULTIVATE AN ENTREPRENEURIAL SPIRIT. THE PROGRAMS SUPPLEMENT STANDARD SCHOOL CURRICULA AND BUILD COMMUNICATION SKILLS ESSENTIAL TO SUCCESS OUTSIDE OF SCHOOL. VOLUNTEERS SUPPORT TEACHERS BY IMPLEMENTING CLASSROOM LESSONS, WHICH HELPS BUILD COMMUNITY CONNECTIONS AND ENHANCE LEARNING.HIGH SCHOOL PROGRAMS- JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE, AND FOSTER SKILLS THAT WILL BE VALUABLE AS THEY GRADUATE FROM HIGH SCHOOL AND TAKE THEIR NEXT STEPS. JA JOB SHADOW CONNECTS STUDENTS WITH LOCAL BUSINESSES TO HELP THEM EXPLORE POTENTIAL CAREER PATHS AND GAIN EXPOSURE TO INDUSTRIES IN THEIR AREA. THROUGH THIS EXPERIENTIAL OPPORTUNITY, STUDENTS CAN SEE FIRSTHAND WHAT IT'S LIKE TO INTERACT IN A PROFESSIONAL ENVIRONMENT, LEARN WHAT SKILLS COMPANIES ARE LOOKING FOR IN CANDIDATES, MAKE CONNECTIONS TO BUSINESS LEADERS, DISCOVER NEW CAREER PATHS, AND PREPARE TO BE PART OF THE FUTURE WORKFORCE OUR COMMUNITIES NEED.

  Expenses $4,783,748 · Grants $2,222,900 · Revenue $74,155

• CAPSTONE PROGRAMS BRING LEARNING TO LIFE FOR STUDENTS. THESE PROGRAMS ARE CENTERED ON A LEARNING LABORATORY EXPERIENCE THAT PROVIDES A TANGIBLE WAY FOR STUDENTS TO APPLY WHAT THEY HAVE LEARNED IN THE CLASSROOM WHILE ONSITE IN THE JUNIOR ACHIEVEMENT LEARNING LABS. CAPSTONE PROGRAMS INCLUDE JA BIZTOWN AND JA FINANCE PARK.JA BIZTOWN - ELEMENTARY AND MIDDLE SCHOOL STUDENTS ARE NOT OLD ENOUGH TO DRIVE, WORK, VOTE OR BE A CEO. BUT THAT DOESN'T STOP THEM FROM OPERATING BANKS, MANAGING RESTAURANTS, WRITING CHECKS, AND VOTING FOR MAYOR AT JA BIZTOWN. THE PROGRAM COMBINES IN-CLASS LEARNING WITH A DAY-LONG VISIT TO THIS FULLY INTERACTIVE SIMULATED LAB. JA BIZTOWN HELPS STUDENTS CONNECT THE DOTS BETWEEN WHAT THEY LEARN IN SCHOOL AND THE REAL WORLD. THROUGH DAILY LESSONS, INTERACTIVE ACTIVITIES, AND PARTICIPATION IN THIS SIMULATED COMMUNITY DESIGNED TO SUPPORT DIFFERENTIATED LEARNING STYLES, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN AN ECONOMY AND COMMUNITY.JA FINANCE PARK - STUDENTS PRACTICE PLANNING FOR A SUCCESSFUL FUTURE DURING THIS LEARNING SIMULATION THAT COVERS CRITICAL PERSONAL FINANCE CONCEPTS AND CAREER EXPLORATION. JA FINANCE PARK IS DESIGNED TO BE TAUGHT TO MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS BY CLASSROOM TEACHERS. AT THE CULMINATION OF THIS PROGRAM, STUDENTS VISIT JA FINANCE PARK IN A VIRTUAL SIMULATION OR AN ON-SITE DAY TO PUT INTO PRACTICE WHAT THEY HAVE LEARNED ABOUT ECONOMIC OPTIONS AND THE PRINCIPLES OF BUDGETING. ASSISTED BY THEIR TEACHERS AND A STAFF OF TRAINED VOLUNTEERS, STUDENTS EXPLORE BUDGETING AND HOW EDUCATIONAL AND FINANCIAL DECISIONS CAN IMPACT THEIR FUTURE.WE MEET STUDENTS WHERE THEY'RE AT. THE VIRTUAL INNOVATIONS WE STARTED DEVELOPING IN 2020 WILL REMAIN PART OF OUR ONGOING PROGRAMMING SO WE CAN CONTINUE TO REACH A BROADER GROUP OF STUDENTS WITHIN THE REGION. WE HAVE LEVERAGED VIRTUAL CONTENT TO MEET THE CONTINUAL NEEDS OF REMOTE LEARNING OPPORTUNITIES, WHICH MEANS STUDENTS WHO COULDN'T BEFORE RECEIVE CLASSROOM PROGRAMMING OR MAKE IT TO OUR LEARNING LABS NOW HAVE ACCESS TO THOSE EXPERIENCES, INCLUDING VIRTUAL VOLUNTEER VIDEOS, JA BIZTOWN ONLINE ADVENTURES, AND JA FINANCE PARK VIRTUAL.

  Expenses $1,534,097 · Revenue $212,176

• ENTREPRENEURIAL PROGRAMMING:JUNIOR ACHIEVEMENT'S ENTREPRENEURIAL PROGRAMS HELP DEVELOP THEIR OWN ENTREPRENEURIAL SKILLS THAT WILL BE VALUABLE AS THEY GRADUATE FROM HIGH SCHOOL AND TAKE THEIR NEXT STEPS. THE JA COMPANY PROGRAM IS A BUSINESS AND LEADERSHIP EXPERIENCE FOR 9TH-12TH GRADE STUDENTS. STUDENTS ARE ENCOURAGED TO USE INNOVATIVE THINKING TO CREATE, MARKET, AND OPERATE THEIR OWN BUSINESSES AS PART OF A SCHOOL-BASED ORGANIZATION, CLUB, OR AFTER-SCHOOL SETTING. THROUGH THIS IN-DEPTH LEADERSHIP AND ENTREPRENEURSHIP PROGRAM, STUDENTS GAIN REAL-WORLD BUSINESS EXPERIENCE BY WORKING IN TEAMS TO CONCEPTUALIZE, CAPITALIZE, AND MANAGE THEIR OWN SMALL BUSINESSES. HOSTED AND ADVISED BY ENTREPRENEURS AND VOLUNTEERS, STUDENTS GAIN INSIGHT INTO LARGER CONCEPTS LIKE MARKET RESEARCH, BUSINESS LEADERSHIP, AND FINANCIAL MANAGEMENT WHILE DEVELOPING VALUABLE CAREER AND LEADERSHIP SKILLS.

  Expenses $217,311 · Grants $35,719

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

Listed in Part VII

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

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

• JUNIOR ACHIEVEMENT NORTH FOUNDATION

  $2,222,900

  TRANSFER TO THE FOUNDATION FOR FUTURE PROGRAMMING

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 NORTH FOUNDATION

  501(C)(3) · CARRY OUT THE PURPOSE OF JUNIOR ACHIEVEMENT NORTH · MN · controlled entity

  Directly controlled by JUNIOR ACHIEVEMENT NORTH

Provenance

Return type

form_990

Tax year

2022

Filed

21 November 2023

IRS schema version

2022v5.0

Source object

202343399349300619

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