Totals
- Total revenue
- $2,980,510
- Total expenses
- $2,376,848
- Contributions and grants received
- $2,587,641
- Grants paid
- $66,000
- Program service revenue
- $77,995
- Investment income
- $21,565
- Other revenue
- $293,309
- Total assets, end of year
- $3,262,073
- Total liabilities, end of year
- $257,654
- Net assets or fund balances, end of year
- $3,004,419
- Program services expenses (Part IX)
- $1,814,947
- Management and general expenses
- $144,756
- Fundraising expenses
- $417,145
- Program service expenses (Part III)
- $1,814,947
Program services were 76.4% 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)
$85,777
-
1f · All other contributions, gifts and grants
$2,501,864
-
1g · Noncash contributions included above
$125,250
-
2a · Program service revenue: Solar Buddy Program
total $77,995 · related or exempt $77,995
-
3 · Investment income
total $21,565 · excluded $21,565
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$521,363
-
8b · Fundraising events: direct expenses
$228,054
-
8c · Net income from fundraising events
total $293,309
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $66,000 · program services $66,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $226,104 · program services $162,863 · management and general $16,686 · fundraising $46,555
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,179,401 · program services $849,522 · management and general $87,040 · fundraising $242,839
-
8 · Pension plan contributions
total $37,806 · program services $27,232 · management and general $2,790 · fundraising $7,784
-
9 · Other employee benefits
total $91,963 · program services $66,241 · management and general $6,787 · fundraising $18,935
-
10 · Payroll taxes
total $105,983 · program services $76,339 · management and general $7,822 · fundraising $21,822
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $24,008 · fundraising $24,008
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $153,202 · program services $108,455 · management and general $10,412 · fundraising $34,335
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $63,442 · program services $45,697 · management and general $4,682 · fundraising $13,063
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $1,500 · program services $1,500
-
23 · Insurance
total $0
-
24a · Other expenses: JA programs and materials
total $338,533 · program services $338,533
-
24b · Other expenses: EVENT EXPENSE
total $153,809 · fundraising $153,809
-
24c · Other expenses: In-kind goods
total $125,250 · program services $45,265 · management and general $5,740 · fundraising $74,245
-
24d · Other expenses: Payroll fees
total $37,901 · program services $27,300 · management and general $2,797 · fundraising $7,804
-
24e · All other expenses
total -$228,054 · fundraising -$228,054
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $958,236 · end of year $2,656,357
-
3 · Pledges and grants receivable
beginning of year $604,681 · end of year $590,022
-
4 · Accounts receivable
beginning of year $1,049,328 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $15,694
-
10a · Land, buildings and equipment: cost or other basis
$14,500
-
10b · Land, buildings and equipment: accumulated depreciation
$14,500
-
10c · Land, buildings and equipment, net
beginning of year $1,500 · end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $131,519 · end of year $197,103
-
19 · Deferred revenue
beginning of year $60,400 · end of year $54,718
-
23 · Secured mortgages and notes payable
beginning of year $8,750 · end of year $5,833
-
27 · Net assets without donor restrictions
beginning of year $1,918,371 · end of year $1,995,953
-
28 · Net assets with donor restrictions
beginning of year $494,705 · end of year $1,008,466
Mission and programs · 2023
Mission
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. JUNIOR ACHIEVEMENT PROGRAMS CORRELATE BETWEEN THE COMMON CORE AND CALIFORNIA CONTENT STANDARDS. JA'S PROVEN VOLUNTEER-BASED DELIVERY MODEL MERGED WITH THE LATEST TECHNOLOGY CREATES BLENDED LEARNINNG.
Activities or mission (Part I)
Junior Achievement of Northern California inspires and prepares young people to succeed in a global economy by becoming financially literate, workforce ready, and armed with an entrepreneurial mindset.
-
JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS ARE ECONOMIC AND BUSINESS CURRICULA FOR STUDENTS IN GRADES 9-12 AND INCLUDE A STUDENT-LED ENTERPRISE. THE DYNAMIC INTERACTION BETWEEN THE VOLUNTEERS AND STUDENTS PROMOTES ACTIVE LEARNING AND BRINGS THEORY TO LIFE. HIGH SCHOOL PROGRAMS EMPHASIZE LEADERSHIP, PROBLEM SOLVING SKILLS, INTERPERSONAL EFFECTIVENESS, PERSONAL FINANCE AND ECONOMICS, WITH LESSONS BUILT AROUND SKILLS NEEDED TO INCREASE WORK READINESS.
Expenses $1,814,947 · Revenue $77,995
-
THE MIDDLE GRADE PROGRAM TEACHES 6-8 GRADE STUDENTS THE IMPORTANCE OF ECONOMICS AND THE ROLE OF BUSINESS. STUDENTS PARTICIPATE IN HANDS-ON EXERCISES THAT ENCOURAGE FUTURE CAREER CONSIDERATIONS AND EMPHASIZE THE IMPORTANCE OF A SOUND EDUCATION. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA, DEVELOP BUSINESS WORLD KNOWLEDGE AND COMPLEMENTS SCHOOL DISTRICT SCHOOL-TO-CAREER OBJECTIVES.
-
JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAMS ARE THE FOUNDATION OF ITS' K-12 CURRICULA. SIX SEQUENTIAL THEMES, EACH WITH FIVE HANDS-ON ACTIVITIES, INTRODUCE STUDENTS TO BASIC MATHEMATICAL AND ECONOMIC CONCEPTS AS THEY LEARN THE DIFFERENCE BETWEEN NEEDS AND WANTS AND HOW TO SAVE FOR THEM. THEY SEE HOW FAMILIES, COMMUNITY MEMBERS, AND BUSINESSES MAKE UP AN INTERCONNECTED ECONOMY.
As filed on the 2023 return.
Listed in Part VII
-
Cristene Burr
President & CEO
- Total calculated
- $226,104
- From this org
- $217,551
- From related orgs
- $0
- Other
- $8,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $211,551
- Bonus
- not reported
- Other
- $6,000
- Deferred
- $6,347
- Nontaxable benefits
- $2,206
- Filer's total
- $226,104
-
Katherine Trevelyan-Hall
VP Of Development
- Total calculated
- $142,124
- From this org
- $128,231
- From related orgs
- $0
- Other
- $13,893
- Hours/week
- 40
-
Duane Wilson
Ex Dir Strategic
- Total calculated
- $139,674
- From this org
- $125,189
- From related orgs
- $0
- Other
- $14,485
- Hours/week
- 40
-
Adrian Dimech
Chairman
- Total calculated
- $0
- Hours/week
- 2
-
Tony Perazzo
Vice Chairman
- Total calculated
- $0
- Hours/week
- 2
-
David Bickham
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Kevin Coleman
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Reena Bhatia
Member
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Bray
Member
- Total calculated
- $0
- Hours/week
- 1
-
Michael Clarke
Member
- Total calculated
- $0
- Hours/week
- 1
-
Sean Crabtree
Member
- Total calculated
- $0
- Hours/week
- 1
-
Limor David-Sternfeld
Member
- Total calculated
- $0
- Hours/week
- 1
-
Carrie Ericson
Member
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Fields
Member
- Total calculated
- $0
- Hours/week
- 1
-
Eric Fusilero
Member
- Total calculated
- $0
- Hours/week
- 1
-
Marina Gracias
Member
- Total calculated
- $0
- Hours/week
- 1
-
Brad Holsworth
Member
- Total calculated
- $0
- Hours/week
- 1
-
Sanjay Kacholiya
Member
- Total calculated
- $0
- Hours/week
- 1
-
Diana Kapp
Member
- Total calculated
- $0
- Hours/week
- 1
-
Sherry Li
Member
- Total calculated
- $0
- Hours/week
- 1
-
Mark S Linsky
Member
- Total calculated
- $0
- Hours/week
- 1
-
Perry Liu
Member
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Lo
Member
- Total calculated
- $0
- Hours/week
- 1
-
Brutus Lo
Member
- Total calculated
- $0
- Hours/week
- 1
-
Ladd Martin
Member
- Total calculated
- $0
- Hours/week
- 1
-
Shakeya McDow
Member
- Total calculated
- $0
- Hours/week
- 1
-
JaMese McGowan
Member
- Total calculated
- $0
- Hours/week
- 1
-
Lynn Metrulas
Member
- Total calculated
- $0
- Hours/week
- 1
-
Christopher Moulton
Member
- Total calculated
- $0
- Hours/week
- 1
-
Dean Nicolacakis
Member
- Total calculated
- $0
- Hours/week
- 1
-
Beth O'Rell
Member
- Total calculated
- $0
- Hours/week
- 1
-
William Oldenburg
Member
- Total calculated
- $0
- Hours/week
- 1
-
Althea Peng
Member
- Total calculated
- $0
- Hours/week
- 1
-
Gary Pike
Member
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia Randall
Member
- Total calculated
- $0
- Hours/week
- 1
-
Bill Schlough
Member
- Total calculated
- $0
- Hours/week
- 1
-
Jordan Serre
Member
- Total calculated
- $0
- Hours/week
- 1
-
Michael Silva
Member
- Total calculated
- $0
- Hours/week
- 1
-
Marc Singer
Member
- Total calculated
- $0
- Hours/week
- 1
-
Scott Solberg
Member
- Total calculated
- $0
- Hours/week
- 1
-
Shirley Stacy
Member
- Total calculated
- $0
- Hours/week
- 1
-
Jake Streit
Member
- Total calculated
- $0
- Hours/week
- 1
-
Devra Struzenberg
Member
- Total calculated
- $0
- Hours/week
- 1
-
Kesh Subramanian
Member
- Total calculated
- $0
- Hours/week
- 1
-
Vidisha suman
Member
- Total calculated
- $0
- Hours/week
- 1
-
Karthik Suri
Member
- Total calculated
- $0
- Hours/week
- 1
-
David Swanson
Member
- Total calculated
- $0
- Hours/week
- 1
-
Dina Ting
Member
- Total calculated
- $0
- Hours/week
- 1
-
Nikki Tran-Dell'Eva
Member
- Total calculated
- $0
- Hours/week
- 1
-
Stephen Troy
Member
- Total calculated
- $0
- Hours/week
- 1
-
Denise Lee Yeh
Member
- Total calculated
- $0
- Hours/week
- 1
-
Hugo Yoshinaga
Member
- Total calculated
- $0
- Hours/week
- 1
-
Wallace Young
Member
- 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 committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 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
- 2023
- Filed
- 25 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540849349301679
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