2025-11-17T09:09:40-05:00 2025-06-30 522127371 HAINES ISENBARGER & SKIBA LLC 6418 LIMA ROAD FORT WAYNE IN 46818 990 2024-07-01 350922731 JUNIOR ACHIEVEMENT OF NORTHERN IN INC JUNI 2604842543 550 EAST WALLEN ROAD FORT WAYNE IN 46825 LENA YARIAN PRESIDENT 2604842543 2025-11-17 true true CASSIE J DUNN P02181011 2604369500 2025-11-13 2024 2025-03-06 01:10:19Z LENA YARIAN 550 E WALLEN ROAD FORT WAYNE IN 46825 7083099 false X WWW.JANI.ORG X 1953 IN THE MISSION STATEMENT OF JANI IS: TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 61 61 111 8322 0 4143840 5204506 402261 685293 160718 212139 -140309 -87533 4566510 6014405 0 0 3186975 3428389 0 966662 2544237 2689596 5731212 6117985 -1164702 -103580 9675643 9704360 1840464 1961051 7835179 7743309 X THE MISSION STATEMENT OF JANI IS: TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. false false 3277936 20390 JA IN-SCHOOL PROGRAMS: THE IN-SCHOOL PROGRAMS INCLUDE 17 SEQUENTIAL THEMES FOR PRE-K THROUGH 12TH GRADE. STUDENTS LEARN CONCEPTS OF FINANCIAL LITERACY, WORKFORCE READINESS AND ENTREPRENEURSHIP. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR THEIR FUTURES AND LIFELONG LEARNING. THE PROGRAMS WERE PRESENTED BY 2,326 TRAINED VOLUNTEERS THIS YEAR. IN 2022-23 JANI BEGAN A NEW HIGH SCHOOL PROGRAM CALLED 3DE BY JUNIOR ACHIEVEMENT IN TWO OF THE LOCAL HIGH SCHOOLS. IN 3DE, THE LEARNING EXPERIENCE IS RE-ENGINEERED TO BE AUTHENTICALLY CONNECTED TO THE WORLD THAT EXISTS BEYOND THE CLASSROOM WALLS. (CONTINUED ON SCH O) 773060 293199 JA BIZTOWN: JA BIZTOWN ENGAGES STUDENTS IN THE ROLE OF WORKERS AND CONSUMERS IN A SERIES OF CLASSROOM LESSONS THAT CULMINATES IN THE DAY-LONG VISIT TO JA BIZTOWN, A FULL-INTERACTIVE SIMULATED TOWN. THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES AND ACTIVE PARTICIPATION IN THE SIMULATED COMMUNITY, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN A WORLDWIDE ECONOMY. 389071 371704 JA FINANCE PARK: THE JA FINANCE PARK PROGRAM AND ITS ONE-DAY ONSITE EXPERIENCE PROVIDE INFORMATION AND RESOURCES TO ENGAGE MIDDLE AND HIGH SCHOOL STUDENTS IN EXPLORING AND DEVELOPING PERSONAL FINANCIAL LITERACY AND MONEY MANAGEMENT SKILLS. THROUGH HANDS-ON EXPERIENCES AND WITH THE GUIDANC OF ADULT ROLE MODELS, STUDENTS LEARN ABOUT LIFELONG FINANCIAL ISSUES SUCH AS INCOMES, BUDGETS, PERSONAL AND FAMILY EXPENSES AND SAVINGS AND RETIREMENT PLANNING. AS STUDENTS BUILD PERSONAL FINANCIAL LITERACY, CAREER EXPLORATION IS AN IMPORTANT COMPONENT OF THE PROGRAM. 4440067 true true false true false false false false false false true false false true true true false true false false false false false false true true false false false true false false false false false false false false true false false false false true true true false false true 51 0 true 111 true false false false false false true true false false false false false false X 61 61 false false false false false false false true true false true true true true true true true true true true false IN X X ANDREA VAN WYNGARDEN 2604842543 550 E WALLEN ROAD FORT WAYNE IN 46825 LENA YARIAN PRESIDENT 30.00 10.00 X 79412 156650 14557 ANDY VEENSTRA BOARD CHAIRM 1.00 1.00 X X 0 0 0 AMY LEHRMAN VICE CHAIR 1.00 X X 0 0 0 ANDY BROOKS IMMEDIATE PA 1.00 1.00 X X 0 0 0 KATHY ROGERS BOARD SECRET 1.00 X X 0 0 0 BRAD SMUTS FINANCE COMM 1.00 X X 0 0 0 DR MARK DANIEL EXECUTIVE ME 1.00 X 0 0 0 STEVE FINK EXECUTIVE ME 1.00 1.00 X 0 0 0 DAVID JEANS EXECUTIVE ME 1.00 X 0 0 0 GREG O'DANIEL EXECUTIVE ME 1.00 X 0 0 0 ERIC OTTINGER EXECUTIVE ME 1.00 1.00 X 0 0 0 TROY PANNING EXECUTIVE ME 1.00 X 0 0 0 TONY TRANQUILL EXECUTIVE ME 1.00 X 0 0 0 RON TURPIN EXECUTIVE ME 1.00 X 0 0 0 MIKE WALLACE EXECUTIVE ME 1.00 X 0 0 0 STAN ADAMS DIRECTOR 1.00 X 0 0 0 JOHN BURDA DIRECTOR 1.00 X 0 0 0 J ARNOLD DIRECTOR 1.00 X 0 0 0 JEFF BELL DIRECTOR 1.00 X 0 0 0 JEFF BENZING DIRECTOR 1.00 X 0 0 0 DANA BERKES DIRECTOR 1.00 X 0 0 0 GAUTAM BOROOAH DIRECTOR 1.00 X 0 0 0 MORGAN BOUDLER DIRECTOR 1.00 X 0 0 0 JILL BUSSA DIRECTOR 1.00 X 0 0 0 DAN COPELAND DIRECTOR 1.00 X 0 0 0 JUSTIN CRAW DIRECTOR 1.00 X 0 0 0 MOHAMAD DAHOUK DIRECTOR 1.00 X 0 0 0 KATIE DAVIS DIRECTOR 1.00 X 0 0 0 MICHAEL EARLS DIRECTOR 1.00 X 0 0 0 CHRIS FEDELE DIRECTOR 1.00 X 0 0 0 JOHN FERGUSON DIRECTOR 1.00 X 0 0 0 STEFANIE GERARDOT DIRECTOR 1.00 X 0 0 0 JOHN HENRY III DIRECTOR 1.00 X 0 0 0 MICHELLE HETRICK DIRECTOR 1.00 X 0 0 0 MARILYN HISSONG DIRECTOR 1.00 X 0 0 0 RON HOWARD DIRECTOR 1.00 X 0 0 0 ADAM JONES DIRECTOR 1.00 X 0 0 0 ELAINE JONES DIRECTOR 1.00 X 0 0 0 MIKE KAMPHUES DIRECTOR 1.00 X 0 0 0 BILL KHORSHID DIRECTOR 1.00 X 0 0 0 JASON KRAUSKOPF DIRECTOR 1.00 X 0 0 0 CORINNA LADD DIRECTOR 1.00 X 0 0 0 JULIANNE LASSUS DIRECTOR 1.00 X 0 0 0 MICHAEL MISHLER DIRECTOR 1.00 X 0 0 0 CHLOE MYERS DIRECTOR 1.00 X 0 0 0 CHRIS NIEZER DIRECTOR 1.00 X 0 0 0 DEAN OAKES DIRECTOR 1.00 X 0 0 0 DENISE ONEST DIRECTOR 1.00 X 0 0 0 DAN PALMER DIRECTOR 1.00 X 0 0 0 REX PETERS DIRECTOR 1.00 X 0 0 0 NICOLE REXROTH DIRECTOR 1.00 X 0 0 0 DR LANCE RICHEY DIRECTOR 1.00 X 0 0 0 GREG ROEBEL DIRECTOR 1.00 X 0 0 0 DANIEL SCHMITZ DIRECTOR 1.00 X 0 0 0 HEATHER SCHOEGLER DIRECTOR 1.00 X 0 0 0 CAROLYN SPAKE-LEEPER DIRECTOR 1.00 X 0 0 0 LUKE SQUIRES DIRECTOR 1.00 X 0 0 0 DR DANIEL STOKER DIRECTOR 1.00 X 0 0 0 DR BILL TOLER DIRECTOR 1.00 X 0 0 0 DARREN VOGT DIRECTOR 1.00 X 0 0 0 JAY WILHELM DIRECTOR 1.00 X 0 0 0 RICK WILLIAMS DIRECTOR 1.00 X 0 0 0 79412 156650 14557 false true false 1247842 491370 1108023 2357271 116828 5204506 JA FINANCE PARK 611710 371704 371704 JA BIZTOWN 611710 293199 293199 PROGRAM FEES 611710 20390 20390 685293 154967 154967 527522 469283 1067 58239 -1067 57172 -1067 58239 201687 1247842 510774 -309087 -309087 51782 87570 -35788 -35788 MISCELLANEOUS INCOME 900099 257342 257342 257342 6014405 941568 -131669 14557 14557 2911765 1761815 431912 718038 63234 42249 3766 17219 225098 141019 26606 57473 213735 129369 31591 52775 2654 2654 29500 29500 36000 36000 4917 4917 72914 6909 6369 59636 33654 33654 108146 97090 5528 5528 40126 36113 2006 2007 164886 148397 8244 8245 68379 58122 10257 4273 4273 509622 407698 101924 198618 178756 9931 9931 59797 53817 2990 2990 DIRECT PROG MATERIAL/EXP 1246250 1246250 STAFF TRAINING 53844 42227 7917 3700 BOARD ACTIVITIES 35434 16571 18863 DUES AND SUBSCRIPTIONS 20582 20582 6117985 4440067 711256 966662 3005318 3336058 94311 99344 682260 597222 170525 478630 109428 188199 2708137 1308203 1520728 1399934 2510256 2050595 1582817 1554378 9675643 9704360 321595 582022 220863 150991 1298006 1228038 1840464 1961051 X 6806060 6677433 1029119 1065876 7835179 7743309 9675643 9704360 X -103580 -4894 16604 X false true X true false X 5705680 6322636 7119234 4143840 5204506 28495896 5705680 6322636 7119234 4143840 5204506 28495896 287168 28208728 4965 5429 66620 149310 154967 381291 28877187 3163345 0.97690 0.96310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36000 36000 4404067 4440067 372003 93001 372003 372003 558005 36000 36000 93001 93001 139502 SCHEDULE C, PART II-A THE ORGANIZATION HAS MADE A SECTION 501(H) ELECTION TO APPLY BEGINNING IN FISCAL YEAR 2024-2025. THEREFORE, COLUMNS (A) THROUGH (C) ARE NOT COMPLETED. 1253311 208885 1044426 1418461 1076287 342174 36365 23031 13334 1399934 RIGHT OF USE ASSET 1124475 BENEFICIAL INTEREST IN PERPETUAL TR. 379550 HELD AT COMMUNITY FOUNDATIONS 50353 1554378 LEASE LIABILITY 1228038 1228038 X SCHEDULE D, PAGE 3, PART X JUNIOR ACHIEVEMENT OF NORTHERN INDIANA, INC. AND JUNIOR ACHIEVEMENT OF NORTHERN INDIANA FOUNDATION, INC. ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, AND QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION. THEY HAVE BEEN CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THEY ARE ALSO EXEMPT FROM STATE INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS IT HAS TAKEN OR EXPECTS TO TAKE THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ORGANIZATIONS ARE NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE JUNE 30, 2022. ELKHART EVENTS 285579 245189 40390 7500 40390 30604 WINE & BEER FES 255523 255523 40454 4900 6374 4700 74258 43 908427 747130 161297 12863 3607 84017 2700 198407 1449529 1247842 201687 60817 8507 130781 7400 303269 510774 -309087 12028 42818 7383 2418 true 0.79000 false 39754 9876 24481 594 true 0.69000 51782 9876 67299 7383 3012 87570 -35788 IN true false true false 0.30000 0.70000 CAROL HARPER 550 E WALLEN ROAD FORT WAYNE IN 46825 false false X X false false false false false false false false false LENA YARIAN PRESIDENT 79412 141650 15000 6591 7966 93969 156650 X EVENTS SUPPORT 525 110006 FAIR MARKET VALUE X MAINT. MATERIAL 1 5322 FAIR MARKET VALUE X FOOD CREDIT 1 1500 FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III (CONTINUED FROM LINE 4A) THE PROGRAM EMPOWERS, INSPIRES AND BETTER PREPARES STUDENTS FOR LIFE AFTER GRADUATION BY GIVING EDUCATION REAL-WORLD CONTEXT THROUGH CASE STUDIES WITH LOCAL AND NATIONAL COMPANIES WHICH REQUIRE TEAMWORK THROUGH SMALL GROUP STUDENT COLLABORATION. THIS 3DE MODEL HELPS STUDENTS DEVELOP SKILLS BY ENCOURAGING CREATIVITY, CULTURAL AGILITY, CRITICAL THINKING, COLLABORATION, PROBLEM-SOLVING AND SELF-DIRECTION. THE PROGRAM EXPANDED INTO FIVE LOCAL HIGH SCHOOLS BEGINNING IN 2024-25. JA JOBSPARK IS A CAREER AND WORK READY PROGRAM THAT CONNECTS AREA STUDENTS TO BUSINESSES AND ORGANIZATIONS TO SPARK THEIR INTEREST IN CAREERS. IT PROVIDES THE OPPORTUNITY FOR STUDENTS TO LEARN ABOUT THE SKILLS, EDUCATION, AND TRAINING NEEDED TO ACHIEVE THEIR CAREER GOALS. JA HOSTS AN IN-PERSON INTERACTIVE CAREER EXPO FOR 8TH AND 9TH GRADE STUDENTS, AND A VIRTUAL CAREER EXPO FOR 8TH 12TH GRADE STUDENTS. BOTH EVENTS BRING SCHOOLS AND INDUSTRY PROFESSIONALS TOGETHER THROUGH A FUN, ENGAGING, AND INTERACTIVE EXPERIENCE. JA CAREER IGNITE IS AN INTERACTIVE IN-PERSON EXPERIENCE FOR HIGH SCHOOL STUDENTS THAT CONNECTS THEM TO POST-SECONDARY OPPORTUNITIES: EMPLOYMENT, ENROLLMENT, ENLISTMENT, AND ENTREPRENEURSHIP. THIS CAREER FAIR HELPS STUDENTS NAVIGATE THEIR NEXT STEPS IN LIFE BY BRINGING TOGETHER INFORMATION ABOUT COLLEGES, CAREERS, MILITARY SERVICE, AND ENTREPRENEURSHIP OPPORTUNITIES IN NORTHERN INDIANA. STUDENTS EXPLORE THEIR FUTURE PATHWAYS TO PREPARE FOR NEXT STEPS TOWARDS FUTURE CAREER GOALS. FORM 990, PAGE 6, PART VI, LINE 11B THIS FORM IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C JUNIOR ACHIEVEMENT ASKS EACH EMPLOYEE TO AFFIRM UNDERSTANDING OF AN ADHERENCE TO A CONFLICT OF INTEREST STATEMENT EITHER IN THE FORM PRESCRIBED BY JA USA OR AS LOCALLY DEVELOPED AND APPROVED BY JA USA. THE POLICY REQUIRES THAT THE DECLARATION BE SIGNED ANNUALLY. CONFLICT OF INTEREST STATEMENT AND DECLARATION PROCEDURE: JA USA REQUIRES THAT ALL EMPLOYEES AND AREA BOARD MEMBERS COMPLETE AND ANNUALLY UPDATE A CONFLICT OF INTEREST STATEMENT AND DECLARATION AS A METHOD OF DISCLOSING AN ETHICALLY RESOLVING POTENTIAL CONFLICTS OF INTEREST (POLICY 6.9 OF JA USA POLICIES MANUAL). POSSIBLE CONFLICT OF INTEREST SITUATIONS MAY EXIST WHEN AN EMPLOYEE OR AREA BOARD MEMBER HAS AN OUTSIDE PERSONAL ECONOMIC INTEREST THAT HAS THE POTENTIAL OF BEING AT VARIANCE WITH THE BEST INTERESTS OF JUNIOR ACHIEVEMENT. EVEN THOUGH SUCH INTERESTS MAY RESULT IN NO FINANCIAL DETRIMENT TO THE ORGANIZATION, THEY MAY NEVERTHELESS INFLUENCE OR IMPAIR THE EXERCISE OF INDEPENDENT JUDGMENT BY THE INDIVIDUAL INVOLVED. WITHOUT ATTEMPTING TO COVER ALL POSSIBLE RELATIONSHIPS, CONFLICTS OF INTEREST MAY ARISE UNDER THESE TYPES OF SITUATIONS WITH THE ORGANIZATION'S VENDORS, COMPETITORS, DONORS, AND CUSTOMERS: 1. ACTING IN THE CAPACITY OF A DIRECTOR, OFFICER, SOLE PROPRIETOR, PARTNER, EMPLOYEE, OR A PAID CONSULTANT OR ADVISOR TO ANY VENDOR, COMPETITOR, DONOR, OR CUSTOMER. 2. HAVING A SUBSTANTIAL FINANCIAL INTEREST IN ANY FIRM THAT DOES BUSINESS WITH JUNIOR ACHIEVEMENT. 3. ENGAGING IN A CONDUCT THAT IS COMPETITIVE OR DAMAGING TO JUNIOR ACHIEVEMENT. 4. ACCEPTING LOANS, ADVANCES, OR EXCESSIVE GIFTS OR ENTERTAINMENT FROM ANY ORGANIZATION THAT DOES BUSINESS WITH JUNIOR ACHEIVEMENT. SHOULD ANY TRANSACTION OR ACT OF AN EMPLOYEE OR AREA BOARD MEMBER CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL OF THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS AND, IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. ALL EMPLOYEES AND AREA BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT AND DECLARATION UPON ASSUMING THEIR JA RESPONSIBILITIES AND ANNUALLY THEREAFTER. COMPLIANCE QUESTIONS PERTAINING TO AREA PRESIDENTS SHOULD BE REFERRED TO AREA BOARD CHAIRS. COMPLIANCE QUESTIONS REGARDING AREA BOARD CHAIRS AND COMPLIANCE QUESTIONS THAT CANNOT BE RESOLVED AT THE AREA LEVEL SHOULD BE REFERRED TO THE JA USA SENIOR VICE PRESIDENT, HUMAN RESOURCES, OR HIS OR HER DESIGNEE(S) FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 15A THERE IS A COMPENSATION COMMITTEE THAT MEETS TO SET THESE SALARIES. THE COMMITTEE USES THE CAREER AND COMPENSATION FRAMEWORK DESIGNED BY WILLIS TOWERS WATSON. THIS IS A MARKET-BASED APPROACH THAT IS ANCHORED IN MARKET COMPETITIVENESS AND CLOSELY CORRELATED WITH OUR ORGANIZATION'S SIZE AND GEOGRAPHIC LOCATION. FORM 990, PAGE 6, PART VI, LINE 15B THERE IS A COMPENSATION COMMITTEE THAT MEETS TO SET THESE SALARIES. THE COMMITTEE USES THE CAREER AND COMPENSATION FRAMEWORK DESIGNED BY WILLIS TOWERS WATSON. THIS IS A MARKET-BASED APPROACH THAT IS ANCHORED IN MARKET COMPETITIVENESS AND CLOSELY CORRELATED WITH OUR ORGANIZATION'S SIZE AND GEOGRAPHIC LOCATION. FORM 990, PAGE 6, PART VI, LINE 19 JANI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST 16,604 JUNIOR ACHIEVEMENT FOUNDATION 550 EAST WALLEN ROAD FORT WAYNE IN 46825 351458558 ENDOWMENT IN 501C3 12D NA true false false true false false false false false false false true false false true false false true false true JUNIOR ACHIEVEMENT FOUNDATION C 395000 CASH JUNIOR ACHIEVEMENT FOUNDATION Q 96370 CASH THE ORGANIZATION HAS MADE A SECTION 501(H) ELECTION TO APPLY BEGINNING IN FISCAL YEAR 2024-2025. THEREFORE, COLUMNS (A) THROUGH (C) ARE NOT COMPLETED.