2024-11-14T14:22:03-06:00 2024-06-30 930743240 HOFFMAN STEWART & SCHMIDT PC 3 CENTERPOINTE DRIVE SUITE 300 LAKE OSWEGO OR 970358663 990 2023-07-01 930384007 JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC JUNI 5032386430 7830 SE FOSTER RD PORTLAND OR 972065140 BARBARA SMITH PRESIDENT 5032386430 2024-11-13 1 1 TODD D MASSINGER P00075883 5032205900 2023 2024-10-15 13:58:12Z BARBARA SMITH 7830 SE FOSTER RD PORTLAND OR 972065140 2108432 0 X WWW.JAORSWWA.ORG X 1950 OR JUNIOR ACHIEVEMENT (JA) IS A NONPROFIT YOUTH ORGANIZATION WHOSE CORE PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 35 35 21 5426 0 0 2777966 1605041 293373 392059 23466 16303 60133 64429 3154938 2077832 0 0 0 0 880673 1032477 0 0 215893 733808 1163410 1614481 2195887 1540457 -118055 5230273 5552967 146471 554590 5083802 4998377 X JUNIOR ACHIEVEMENT (JA) IS A NON-PROFIT ORGANIZATION WHOSE PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. WE WORK WITH COMMUNITY PARTNERS TO IMPROVE STUDENT KNOWLEDGE IN WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. 0 0 1737222 392059 JUNIOR ACHIEVEMENT (JA) MOVES OUR MISSION FORWARD THROUGH AUTHENTIC, EXPERIENTIAL PROGRAMS THAT PROMOTE WORK READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. DURING THE YEAR ENDING JUNE 2024, THE ORGANIZATION SERVED 31,180 STUDENTS BY PROVIDING OVER 356,763 HOURS OF CURRICULUM AND HANDS-ON EXPERIENCE TO OREGON AND SW WASHINGTON YOUTH. JUNIOR ACHIEVEMENT PROVIDES PROGRAMS TO STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE IN THESE MAIN CATEGORIES: K-12 IN-CLASS PROGRAMS, JA BIZTOWN, AND JA FINANCE PARK. JA PROUDLY WORKS IN PARTNERSHIP WITH BOTH SCHOOL AND BUSINESS COMMUNITIES TO TRANSFORM THE STUDENT EXPERIENCE BY BRINGING RELEVANCE, KNOWLEDGE, AND APPLICATION INTO EVERYDAY LEARNING. WE ARE COMMITTED TO HELPING BUILD ECONOMIC AND RACIAL EQUALITY THROUGH OUR PROGRAMS WITH AN EMPHASIS ON REACHING MARGINALIZED STUDENTS IN OUR HIGHEST NEEDS SCHOOLS. 1737222 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR X SUZANNE MADDUX 9712554950 7830 SE FOSTER RD PORTLAND OR 972065140 BARBARA MATHEY SECRETARY 1.00 X X 0 0 0 DAVID BUDD DIRECTOR 1.00 X 0 0 0 DAVID WEBER CHAIRMAN 1.00 X X 0 0 0 DEANNA BURGER DIRECTOR 1.00 X 0 0 0 FRANCIE STACEY TREASURER 1.00 X X 0 0 0 GRANT WORD VICE CHAIRMAN - STUDENT IMPACT 1.00 X X 0 0 0 HARLEY SPRING DIRECTOR 1.00 X 0 0 0 JT SMITH DIRECTOR 1.00 X 0 0 0 JASON NORRIS DIRECTOR 1.00 X 0 0 0 MARK PAYTON DIRECTOR 1.00 X 0 0 0 MEGAN BISHOP DIRECTOR 1.00 X 0 0 0 NIKKI KOBLIHA DIRECTOR 1.00 X 0 0 0 ROB MACNAUGHTON DIRECTOR 1.00 X 0 0 0 RONAN EGGLESTON VICE CHAIRMAN - FUNDING 1.00 X X 0 0 0 ROY HUTCHISON DIRECTOR 1.00 X 0 0 0 STEVE GRAY DIRECTOR 1.00 X 0 0 0 TYLER KRIEG DIRECTOR 1.00 X 0 0 0 BRIAN DAY DIRECTOR 1.00 X 0 0 0 JD PODLESNIK DIRECTOR 1.00 X 0 0 0 MICHELLE TAFT DIRECTOR 1.00 X 0 0 0 DAN MEDAK DIRECTOR 1.00 X 0 0 0 JIMMY ANDERSON DIRECTOR 1.00 X 0 0 0 RENEE BALSIGER DIRECTOR 1.00 X 0 0 0 ROSIE CORTES DIRECTOR 1.00 X 0 0 0 CONTESA DIAZ-NICOLAIDIS DIRECTOR 1.00 X 0 0 0 JOEL DULLUM DIRECTOR 1.00 X 0 0 0 ERIKA GLIDDEN COMMITTEE CHAIRMAN - DIVER 1.00 X 0 0 0 YESENIA MERAZ-TORRES DIRECTOR 1.00 X 0 0 0 ALEX NAITO DIRECTOR 1.00 X 0 0 0 MARK WREATH DIRECTOR 1.00 X 0 0 0 JOSH LYONS DIRECTOR 1.00 X 0 0 0 CLARIE NEWMAN DIRECTOR 1.00 X 0 0 0 DONNA WILLIAMS DIRECTOR 1.00 X 0 0 0 ALEX GESCHKE DIRECTOR 1.00 X 0 0 0 RYAN P DECKERT PRESIDENT - PAST 40.00 X 0 0 0 BARBARA SMITH PRESIDENT 40.00 X 130102 0 20402 130102 0 20402 1 0 1 0 0 1605041 232255 1605041 JA BIZTOWN FEES 713990 376765 376765 JA FINANCE PARK FEES 713990 15294 15294 392059 16303 16303 4000 0 4000 4000 4000 91029 30600 60429 60429 2077832 392059 0 80732 215491 122830 17239 75422 640835 505669 102489 32677 8375 7522 1672 -819 97711 70432 14004 13275 70065 51579 9853 8633 86004 51635 14893 19476 17089 12817 4272 282268 216886 37633 27749 36466 27349 5470 3647 96555 80321 9619 6615 17627 16172 582 873 1303 443 430 430 100415 92381 4017 4017 146903 133715 6594 6594 24246 20341 2343 1562 CONTRIBUTED RENTS 223560 196733 15649 11178 PROGRAM MATERIALS 114866 114289 285 292 SUMMER CAMP EXPENSE 16108 16108 0 0 2195887 1737222 242772 215893 463773 444158 1437610 978528 31338 14090 44284 44167 4933068 1669594 2454025 3263474 768858 496462 30385 312088 5230273 5552967 62147 60138 41439 73810 0 100000 42885 320642 146471 554590 X 3661109 4163722 1422693 834655 5083802 4998377 5230273 5552967 -118055 32630 0 X X 0 1 X 1 0 X 995699 727030 810077 2777966 1605041 6915813 995699 727030 810077 2777966 1605041 6915813 1825963 5089850 23170 17482 22843 26766 20303 110564 137 71448 65948 56833 60429 254795 7281172 1172772 0.69900 0.75550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1194688 1194688 632470 295891 336579 2140678 555110 1585568 812950 684843 128107 152282 133750 18532 3263474 OPERATING LEASE 312088 312088 X 2110462 32630 32630 2077832 0 2077832 2195887 0 2195887 0 2195887 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. BOWL-A-THON 12638 12638 307 PORTLAND & CENTRAL OR GOLF 70051 70051 500 10000 6985 2000 4177 2 1888 82689 82689 500 10000 6985 2000 6372 25857 56832 X 0 0 0 0 0 0 0 0 0 BARBARA SMITH PRESIDENT 130102 0 0 0 0 0 19797 0 605 0 150504 0 0 0 X 1 223560 FMV LEASED SPACE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990 IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY OBTAINS CONFLICT OF INTEREST QUESTIONNAIRES FOR MONITORING AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A THIRD PARTY COMPENSATION SERVICE TO MANAGE ITS COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT THAT AUDIT THE FINANCIAL STATEMENTS OF THE ORGANIZATION.