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Nonprofit · EIN 06-0665972

JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND

Tax-exempt · HARTFORD, CT 06105

Financials

$2.2M$2.3M2022$3.5M$2.8M2023$5.1M$3.2M2024
Revenue Expenses · by fiscal year end
Financials of JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,118,956$3,184,389$1,934,567$8,791,212$751,575$8,039,637
June 30, 2024990$3,455,799$2,847,012$608,787$6,456,617$550,707$5,905,910
June 30, 2023990$2,219,190$2,282,098-$62,908$5,577,730$635,464$4,942,266
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,991,710
Program service revenue
$0
Investment income
$202,168
Net gain from sales of assets
$124,116
Net income from fundraising events
-$74,922
Other revenue
-$74,922

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$270,926
Other salaries and wages
$1,012,203
Salaries, compensation and benefits (total)
$1,768,102
Professional fundraising fees
$0
Occupancy
$62,500
Travel
$31,949
Depreciation
$7,344
Program services (functional)
$2,391,258
Management and general (functional)
$278,769
Fundraising (functional)
$514,362

Balance sheet and other

Total assets, start of year
$6,456,617
Total assets, end of year
$8,791,212
Total liabilities, end of year
$751,575
Net assets, end of year
$8,039,637
Land, buildings and equipment
$15,008
Publicly traded securities
$2,893,181
Net assets without donor restrictions
$4,562,804
Net assets with donor restrictions
$3,476,833
Gross receipts
$6,661,632
Employees
21
Volunteers
1,900
Year formed
1951
State of legal domicile
CT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JEREMY D RACEPRESIDENT &
Officer
40$272,926$23,988
FRANCINE AUSTINDIRECTOR
Trustee or director
1$0$0
THOMAS J BAILERDIRECTOR
Trustee or director
1$0$0
ADELE BALBONIDIRECTOR
Trustee or director
1$0$0
STEVEN BRODRICKDIRECTOR
Trustee or director
1$0$0
JAY S BUTHDIRECTOR
Trustee or director
1$0$0
JONATHAN R COLLETT CPADIRECTOR
Trustee or director
1$0$0
MATTHEW W CAMBIDIRECTOR
Trustee or director
1$0$0
TREVON CANADADIRECTOR
Trustee or director
1$0$0
LAWRENCE J CARBONIDIRECTOR
Trustee or director
1$0$0
BRIAN CARILLONDIRECTOR
Trustee or director
1$0$0
PAMELA R CARPENTERDIRECTOR
Trustee or director
1$0$0
JOSEPH DESANTISDIRECTOR
Trustee or director
1$0$0
KATE DIONDIRECTOR
Trustee or director
1$0$0
KEVIN DOLANDIRECTOR
Trustee or director
1$0$0
47 more people on this return
NameTitleHours / weekCompensation
ANNE S EVANSDIRECTOR
Trustee or director
1$0
JACK FAZZINODIRECTOR
Trustee or director
1$0
DAIVD FIRSTENBERGDIRECTOR
Trustee or director
1$0
PAUL J FOODYDIRECTOR
Trustee or director
1$0
MICHELLE V GALEOTADIRECTOR
Trustee or director
1$0
BILL GLUECKDIRECTOR
Trustee or director
1$0
JOHN GUYDIRECTOR
Trustee or director
1$0
LAZARO GUZMANDIRECTOR
Trustee or director
1$0
G CHRISTOPHER HEYLDIRECTOR
Trustee or director
1$0
MATTHEW HOFFMANDIRECTOR
Trustee or director
1$0
CLAUDE HOWARDDIRECTOR
Trustee or director
1$0
DONALD ALLAN JRDIRECTOR
Trustee or director
1$0
PATTY KINGDIRECTOR
Trustee or director
1$0
DAWN LAZARUSDIRECTOR
Trustee or director
1$0
BRIAN LEVINEDIRECTOR
Trustee or director
1$0
DAVID LOUDENDIRECTOR
Trustee or director
1$0
DONNA LECKY JD MBADIRECTOR
Trustee or director
1$0
KENNETH H MCGOVERNDIRECTOR
Trustee or director
1$0
SAMUEL MCKNIGHTDIRECTOR
Trustee or director
1$0
BETH MERENSTEINDIRECTOR
Trustee or director
1$0
MARY MORGANDIRECTOR
Trustee or director
1$0
MARK NISBETTDIRECTOR
Trustee or director
1$0
RUSSELL OUTLERDIRECTOR
Trustee or director
1$0
BETH MERENSTEIN PHDDIRECTOR
Trustee or director
1$0
CARMEN COTEI PHDDIRECTOR
Trustee or director
1$0
TERRELL HILL PHDDIRECTOR
Trustee or director
1$0
EMILY PASKINDDIRECTOR
Trustee or director
1$0
MICHAEL C PELLETIERDIRECTOR
Trustee or director
1$0
THOMAS L PHILLIPSDIRECTOR
Trustee or director
1$0
TINA ST PIERREDIRECTOR
Trustee or director
1$0
WILLIAM K PIOTROWSKIDIRECTOR
Trustee or director
1$0
PARU PUTTANNADIRECTOR
Trustee or director
–$0
JOE RADZIEWICZDIRECTOR
Trustee or director
1$0
SEAN RIEGLERDIRECTOR
Trustee or director
1$0
PAMELA SAWYERDIRECTOR
Trustee or director
1$0
ROBB SCHILBERGDIRECTOR
Trustee or director
1$0
WENDY P SIMONCELLIDIRECTOR
Trustee or director
1$0
JENNIFER CASTRO SMITHBERGERDIRECTOR
Trustee or director
1$0
ANTHONY SOLERNODIRECTOR
Trustee or director
1$0
PJ TITONEDIRECTOR
Trustee or director
1$0
DAWNE E WAREDIRECTOR
Trustee or director
1$0
STEVE WEIRDIRECTOR
Trustee or director
1$0
SUSAN C WINKLERDIRECTOR
Trustee or director
1$0
KELLY YOUNGDIRECTOR
Trustee or director
1$0
SUSAN D JACKSONBOARD CHAIR
Officer
1$0
KARMELA MALONESECRETARY
Officer
1$0
SUSAN MARTINELLITREASURER
Officer
1$0
990 for the year ended June 30, 2024: 61 people
NameTitleHours / weekCompensationOther / benefits
JEREMY D RACEPRESIDENT &
Officer
40$229,834$20,764
FRANCINE AUSTINDIRECTOR
Trustee or director
1$0$0
THOMAS J BAILERDIRECTOR
Trustee or director
1$0$0
ADELE BALBONIDIRECTOR
Trustee or director
1$0$0
STEVEN BRODRICKDIRECTOR
Trustee or director
1$0$0
JAY S BUTHDIRECTOR
Trustee or director
1$0$0
JONATHAN R COLLETT CPADIRECTOR
Trustee or director
1$0$0
MATTHEW W CAMBIDIRECTOR
Trustee or director
1$0$0
TREVON CANADADIRECTOR
Trustee or director
1$0$0
LAWRENCE J CARBONIDIRECTOR
Trustee or director
1$0$0
BRIAN CARILLONDIRECTOR
Trustee or director
1$0$0
PAMELA R CARPENTERDIRECTOR
Trustee or director
1$0$0
JOSEPH DESANTISDIRECTOR
Trustee or director
1$0$0
ANNE S EVANSDIRECTOR
Trustee or director
1$0$0
JACK FAZZINODIRECTOR
Trustee or director
1$0$0
DAIVD FIRSTENBERGDIRECTOR
Trustee or director
1$0$0
PAUL J FOODYDIRECTOR
Trustee or director
1$0$0
MICHELLE V GALEOTADIRECTOR
Trustee or director
1$0$0
BILL GLUECKDIRECTOR
Trustee or director
1$0$0
JOHN L GUYDIRECTOR
Trustee or director
1$0$0
G CHRISTOPHER HEYLDIRECTOR
Trustee or director
1$0$0
MATTHEW HOFFMANDIRECTOR
Trustee or director
1$0$0
CLAUDE HOWARDDIRECTOR
Trustee or director
1$0$0
DONALD ALLAN JRDIRECTOR
Trustee or director
1$0$0
PATTY KINGDIRECTOR
Trustee or director
1$0$0
DAWN LAZARUSDIRECTOR
Trustee or director
1$0$0
BRIAN LEVINEDIRECTOR
Trustee or director
1$0$0
DAVID LOUDENDIRECTOR
Trustee or director
1$0$0
DONNA LECKY JD MBADIRECTOR
Trustee or director
1$0$0
KENNETH H MCGOVERNDIRECTOR
Trustee or director
1$0$0
SAMUEL MCKNIGHTDIRECTOR
Trustee or director
1$0$0
BETH MERENSTEINDIRECTOR
Trustee or director
1$0$0
MARY MORGANDIRECTOR
Trustee or director
1$0$0
MARK NISBETTDIRECTOR
Trustee or director
1$0$0
RUSSELL OUTLERDIRECTOR
Trustee or director
1$0$0
TERRELL HILL PHDDIRECTOR
Trustee or director
1$0$0
EMILY PASKINDDIRECTOR
Trustee or director
1$0$0
MICHAEL C PELLETIERDIRECTOR
Trustee or director
1$0$0
THOMAS L PHILLIPSDIRECTOR
Trustee or director
1$0$0
TINA ST PIERREDIRECTOR
Trustee or director
1$0$0
WILLIAM K PIOTROWSKIDIRECTOR
Trustee or director
1$0$0
PARU PUTTANNADIRECTOR
Trustee or director
1$0$0
JOE RADZIEWICZDIRECTOR
Trustee or director
1$0$0
SEAN RIEGLERDIRECTOR
Trustee or director
1$0$0
KELLY ROMEDIRECTOR
Trustee or director
1$0$0
ANTHONY SALERNODIRECTOR
Trustee or director
1$0$0
PAMELA SAWYERDIRECTOR
Trustee or director
1$0$0
ROBB SCHILBERGDIRECTOR
Trustee or director
1$0$0
WENDY P SIMONCELLIDIRECTOR
Trustee or director
1$0$0
JENNIFER CASTRO SMITHBERGERDIRECTOR
Trustee or director
1$0$0
JENNIFER CASTRO SMITHBERGERDIRECTOR
Trustee or director
1$0$0
PJ TITONEDIRECTOR
Trustee or director
1$0$0
DAWNE E WAREDIRECTOR
Trustee or director
1$0$0
STEVE WEIRDIRECTOR
Trustee or director
1$0$0
EDWARD B WHITTEMOREDIRECTOR
Trustee or director
1$0$0
SUSAN C WINKLERDIRECTOR
Trustee or director
1$0$0
JUSTIN WOLFANGERDIRECTOR
Trustee or director
1$0$0
KELLY YOUNGDIRECTOR
Trustee or director
1$0$0
SUSAN D JACKSONBOARD CHAIR
Officer
1$0$0
KARMELA MALONESECRETARY
Officer
1$0$0
SUSAN MARTINELLITREASURER
Officer
1$0$0
990 for the year ended June 30, 2023: 59 people
NameTitleHours / weekCompensationOther / benefits
JEREMY D RACEPRESIDENT &
Officer
40$217,388$33,263
FRANCINE AUSTINDIRECTOR
Trustee or director
1$0$0
THOMAS J BAILERDIRECTOR
Trustee or director
1$0$0
ADELE BALBONIDIRECTOR
Trustee or director
1$0$0
STEVEN BRODRICKDIRECTOR
Trustee or director
1$0$0
JAY S BUTHDIRECTOR
Trustee or director
1$0$0
JONATHAN R COLLETT CPADIRECTOR
Trustee or director
1$0$0
MATTHEW W CAMBIDIRECTOR
Trustee or director
1$0$0
TREVON CANADADIRECTOR
Trustee or director
1$0$0
LAWRENCE J CARBONIDIRECTOR
Trustee or director
1$0$0
BRIAN CARILLONDIRECTOR
Trustee or director
1$0$0
PAMELA R CARPENTERDIRECTOR
Trustee or director
1$0$0
JOSEPH DESANTISDIRECTOR
Trustee or director
1$0$0
ANNE S EVANSDIRECTOR
Trustee or director
1$0$0
JACK FAZZINODIRECTOR
Trustee or director
1$0$0
DAIVD FIRSTENBERGDIRECTOR
Trustee or director
1$0$0
PAUL J FOODYDIRECTOR
Trustee or director
1$0$0
MICHELLE V GALEOTADIRECTOR
Trustee or director
1$0$0
BILL GLUECKDIRECTOR
Trustee or director
1$0$0
JASON T GUTCHEONDIRECTOR
Trustee or director
1$0$0
JOHN L GUYDIRECTOR
Trustee or director
1$0$0
G CHRISTOPHER HEYLDIRECTOR
Trustee or director
1$0$0
MATTHEW HOFFMANDIRECTOR
Trustee or director
1$0$0
CLAUDE HOWARDDIRECTOR
Trustee or director
1$0$0
DONALD ALLAN JRDIRECTOR
Trustee or director
1$0$0
PATTY KINGDIRECTOR
Trustee or director
1$0$0
DAWN LAZARUSDIRECTOR
Trustee or director
1$0$0
BRIAN LEVINEDIRECTOR
Trustee or director
1$0$0
CELIA LOFINKDIRECTOR
Trustee or director
1$0$0
DAVID LOUDENDIRECTOR
Trustee or director
1$0$0
DONNA LECKY JD MBADIRECTOR
Trustee or director
1$0$0
KENNETH H MCGOVERNDIRECTOR
Trustee or director
1$0$0
SAMUEL MCKNIGHTDIRECTOR
Trustee or director
1$0$0
BETH MERENSTEINDIRECTOR
Trustee or director
1$0$0
MARY MORGANDIRECTOR
Trustee or director
1$0$0
MARK NISBETTDIRECTOR
Trustee or director
1$0$0
TERRELL HILL PHDDIRECTOR
Trustee or director
1$0$0
EMILY PASKINDDIRECTOR
Trustee or director
1$0$0
MICHAEL C PELLETIERDIRECTOR
Trustee or director
1$0$0
THOMAS L PHILLIPSDIRECTOR
Trustee or director
1$0$0
TINA ST PIERREDIRECTOR
Trustee or director
1$0$0
WILLIAM K PIOTROWSKIDIRECTOR
Trustee or director
1$0$0
JOE RADZIEWICZDIRECTOR
Trustee or director
1$0$0
SEAN RIEGLERDIRECTOR
Trustee or director
1$0$0
KELLY ROMEDIRECTOR
Trustee or director
1$0$0
PAMELA SAWYERDIRECTOR
Trustee or director
1$0$0
ROBB SCHILBERGDIRECTOR
Trustee or director
1$0$0
WENDY P SIMONCELLIDIRECTOR
Trustee or director
1$0$0
JENNIFER CASTRO SMITHBERGERDIRECTOR
Trustee or director
1$0$0
PJ TITONEDIRECTOR
Trustee or director
1$0$0
DAWNE E WAREDIRECTOR
Trustee or director
1$0$0
STEVE WEIRDIRECTOR
Trustee or director
1$0$0
EDWARD B WHITTEMOREDIRECTOR
Trustee or director
1$0$0
SUSAN C WINKLERDIRECTOR
Trustee or director
1$0$0
JUSTIN WOLFANGERDIRECTOR
Trustee or director
1$0$0
KELLY YOUNGDIRECTOR
Trustee or director
1$0$0
SUSAN D JACKSONBOARD CHAIR
Officer
1$0$0
KARMELA MALONESECRETARY
Officer
1$0$0
SUSAN MARTINELLITREASURER
Officer
1$0$0

Address and contacts

Address (IRS master file)
70 FARMINGTON AVE, HARTFORD, CT 06105-3704
In care of
% ELAINE DWYER
Principal officer (990 for 2024)
JEREMY D RACE, 70 FARMINGTON AVENUE, HARTFORD, CT 06105
Signed the 990
JEREMY D RACE, PRESIDENT & CEO
Phone
(860) 525-4510
Return prepared by
FIONDELLA MILONE & LASARACINA LLP

Mission

THE ORGANIZATION IS DEDICATED TO EDUCATING STUDENTS ABOUT WORKFORCE READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY THROUGH EXPERIENTIAL, HANDS-ON PROGRAMS. THESE PROGRAMS HELP PREPARE YOUNG PEOPLE FOR THE REAL WORLD BY SHOWING THEM HOW TO GENERATE WEALTH AND EFFECTIVELY MANAGE IT, HOW TO CREATE JOBS WHICH MAKE THEIR COMMUNITIES MORE ROBUST, AND HOW TO APPLY ENTREPRENEURIAL THINKING TO THE WORKPLACE.

990 for the year ended June 30, 2025

Program accomplishments

  • TO EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS THROUGH A SERIES OF PROGRAMS OFFERED TO K-12 STUDENTS. APPROXIMATELY 42,000 STUDENTS PARTICIPATED IN THE PROGRAM THROUGHOUT 7 COUNTIES, INCLUDING HARTFORD, LITCHFIELD, NEW HAVEN, WINDHAM, TOLLAND, NEW LONDON AND MIDDLESEX.
    Expenses $2,391,258

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
06-0665972
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,791,212
Income (IRS master file)
$6,661,632

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,118,956$3,184,389$8,791,212IRS
990June 2024$3,455,799$2,847,012$6,456,617IRS
990June 2023$2,219,190$2,282,098$5,577,730XML
990June 2022$2,331,852$1,898,442$5,344,034IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0665972).

Questions about JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND

What is the EIN of JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND?
The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND is 06-0665972.
Is JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Which annual return does JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND?
The 990 for the year ended June 30, 2025 names JEREMY D RACE.
Who are the officers and directors of JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND?
The 990 for the year ended June 30, 2025 lists 62 people; 1 received compensation from the organization, the highest $272,926 (JEREMY D RACE, PRESIDENT &).
How much revenue does JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,118,956, expenses of $3,184,389 and total assets of $8,791,212 at year end.

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