Form 990 for tax year 2024
Filed by JUNIOR ACHIEVEMENT OF RHODE ISLAND.
Totals
- Total revenue
- $1,636,501
- Total expenses
- $1,348,949
- Contributions and grants received
- $1,651,558
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $10,165
- Other revenue
- -$25,222
- Total assets, end of year
- $1,087,799
- Total liabilities, end of year
- $22,526
- Net assets or fund balances, end of year
- $1,065,273
- Program services expenses (Part IX)
- $1,237,086
- Management and general expenses
- $73,331
- Fundraising expenses
- $38,532
- Program service expenses (Part III)
- $1,237,086
Program services were 91.7% 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
$160,349
-
1e · Government grants (contributions)
$586,000
-
1f · All other contributions, gifts and grants
$905,209
-
3 · Investment income
total $9,977 · excluded $9,977
-
7a · Gross sales of assets other than inventory
securities $16,501
-
7b · Less cost or other basis and sales expenses
securities $16,313
-
7c · Gain or loss
securities $188
-
7d · Net gain or loss
total $188 · related or exempt $188
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$160,349
-
8b · Fundraising events: direct expenses
$25,222
-
8c · Net income from fundraising events
total -$25,222 · excluded -$25,222
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $768,739 · program services $698,512 · management and general $48,525 · fundraising $21,702
-
10 · Payroll taxes
total $58,140 · program services $52,829 · management and general $3,670 · fundraising $1,641
-
11c · Fees: accounting
total $13,553 · management and general $13,553
-
11g · Fees: other
total $11,803 · fundraising $11,803
-
22 · Depreciation, depletion and amortization
total $4,070 · program services $3,506 · management and general $390 · fundraising $174
-
23 · Insurance
total $3,681 · program services $3,681
-
24a · Other expenses: PROGRAM MARKETING
total $103,843 · program services $103,843
-
24b · Other expenses: FACILITY RENTAL AND EXP
total $101,927 · program services $101,927
-
24c · Other expenses: TRANSPORTATION
total $74,558 · program services $74,380 · management and general $123 · fundraising $55
-
24d · Other expenses: OPERATING EXPENSES
total $56,948 · program services $50,066 · management and general $4,758 · fundraising $2,124
-
24e · All other expenses
total $151,687 · program services $148,342 · management and general $2,312 · fundraising $1,033
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $78,135 · end of year $267,677
-
2 · Savings and temporary cash investments
beginning of year $109,563 · end of year $112,767
-
3 · Pledges and grants receivable
beginning of year $177,220 · end of year $274,259
-
9 · Prepaid expenses and deferred charges
beginning of year $22,459 · end of year $15,619
-
10a · Land, buildings and equipment: cost or other basis
$49,142
-
10b · Land, buildings and equipment: accumulated depreciation
$38,078
-
10c · Land, buildings and equipment, net
beginning of year $9,745 · end of year $11,064
-
11 · Investments: publicly traded securities
beginning of year $359,797 · end of year $406,413
-
17 · Accounts payable and accrued expenses
beginning of year $19,105 · end of year $22,526
-
27 · Net assets without donor restrictions
beginning of year $687,918 · end of year $909,673
-
28 · Net assets with donor restrictions
beginning of year $49,896 · end of year $155,600
Mission and programs · 2024
Mission
909,343THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS ON BUSINESS ECONOMICS TO STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL THROUGH DIRECT CONTACT WITH THE BUSINESS COMMUNITY.
Activities or mission (Part I)
THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS ON BUSINESS ECONOMICS TO STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL THROUGH DIRECT CONTACT WITH THE BUSINESS COMMUNITY.
-
THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS ON FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP TO STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL THROUGH DIRECT CONTACT WITH THE BUSINESS COMMUNITY. DURING FISCAL YEAR ENDED JUNE 30, 2025, 23 PROGRAMS WERE GIVEN SERVING 11,916 STUDENTS, RESULTING IN 61,474 INSTRUCTIONAL CONTENT HOURS.
Expenses $1,237,086
As filed on the 2024 return.
Listed in Part VII
-
Ashlee AccettaASHLEE ACCETTA
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda ArenaultRHONDA ARENAULT
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Paul CampellonePAUL CAMPELLONE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Sherri CarreraSHERRI CARRERA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Christine KeefeCHRISTINE KEEFE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Adam ComptonADAM COMPTON
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Lori CorsiLORI CORSI
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn CrawfordCAROLYN CRAWFORD
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Alfonso CumplidoALFONSO CUMPLIDO
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Tammy GobelTAMMY GOBEL
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Christopher GrahamCHRISTOPHER GRAHAM
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
David S HirschDAVID S HIRSCH
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Steven HughesSTEVEN HUGHES
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Steven H KitchinSTEVEN H KITCHIN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Scott LajoieSCOTT LAJOIE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Bryan LeblancBRYAN LEBLANC
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jamison MillerJAMISON MILLER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Frank Dibiase IIIFRANK DIBIASE III
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Douglas RademacherDOUGLAS RADEMACHER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Janet RaymondJANET RAYMOND
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Richard V Simone IIIRICHARD V SIMONE III
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Kevin P TracyKEVIN P TRACY
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Eric TurnerERIC TURNER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lee LewisLEE LEWIS
PRESIDENT
- Total calculated
- $158,133
- From this org
- $143,069
- From related orgs
- $0
- Other
- $15,064
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,069
- Bonus
- $10,000
- Other
- $0
- Deferred
- $7,982
- Nontaxable benefits
- $7,082
- Filer's total
- $158,133
-
Casey RileyCASEY RILEY
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Ter MeerJONATHAN TER MEER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Gregory PostGREGORY POST
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Marie Bernardo-SousaMARIE BERNARDO-SOUSA
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Scott DingusSCOTT DINGUS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Carrie MorseCARRIE MORSE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Dr Kriti BhagatDR KRITI BHAGAT
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Robert Baute JrROBERT BAUTE JR
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Matthew CubellisMATTHEW CUBELLIS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jada DietschDR JADA DIETSCH
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Brian HowardBRIAN HOWARD
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Megan JohnsonMEGAN JOHNSON
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jason KulakJASON KULAK
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jill MonaghanJILL MONAGHAN
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Andrew OmerANDREW OMER
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Col Oscar PerezCOL OSCAR PEREZ
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey CarteeJEFFREY CARTEE
EXECUTIVE VICE PRESIDENT
- Total calculated
- $136,199
- From this org
- $121,921
- From related orgs
- $0
- Other
- $14,278
- 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. 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 · Independent compensation consultant
- 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) · ECONOMIC EDUCATION · CO
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349306179
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