Civic Intelligence

Achievement Foundation Inc.

990 • Fiscal year 2015 • EIN 13-6130107

Jul 01, 2014 to Jun 30, 2015 • Filed on May 16, 2016

460 Smith Street No KMiddletown, CT 06457

(860) 613-0315

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-7.6%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,536,878

Down $372,247 (-7.6%) from 2014

Net Assets

Down

$4,369,761

Down $383,439 (-8.1%) from 2014

Liabilities

Up

$167,117

Up $11,192 (+7.2%) from 2014

Revenue

Up

$547,180

Up $61,274 (+13%) from 2014

Expenses

Up

$235,684

Up $27,819 (+13%) from 2014

Net Income

Up

$311,496

Up $33,455 (+12%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,690,617Liabilities 2010: $143,224Net Assets 2010: $3,547,3932010Assets 2011: $4,343,766Liabilities 2011: $149,236Net Assets 2011: $4,194,5302011Assets 2012: $3,847,428Liabilities 2012: $169,439Net Assets 2012: $3,677,9892012Assets 2013: $4,220,540Liabilities 2013: $177,832Net Assets 2013: $4,042,7082013Assets 2014: $4,909,125Liabilities 2014: $155,925Net Assets 2014: $4,753,2002014Assets 2015: $4,536,878Liabilities 2015: $167,117Net Assets 2015: $4,369,7612015Assets 2016: $4,259,362Liabilities 2016: $78,347Net Assets 2016: $4,181,0152016Assets 2017: $4,919,622Liabilities 2017: $63,076Net Assets 2017: $4,856,5462017Assets 2018: $5,453,530Liabilities 2018: $42,368Net Assets 2018: $5,411,1622018Assets 2019: $5,149,521Liabilities 2019: $21,314Net Assets 2019: $5,128,2072019Assets 2020: $5,084,060Liabilities 2020: $24,941Net Assets 2020: $5,059,1192020Assets 2021: $6,134,982Liabilities 2021: $32,903Net Assets 2021: $6,102,0792021Assets 2022: $5,204,649Liabilities 2022: $38,495Net Assets 2022: $5,166,1542022Assets 2023: $5,684,881Liabilities 2023: $275,957Net Assets 2023: $5,408,9242023Assets 2024: $6,493,443Liabilities 2024: $352,500Net Assets 2024: $6,140,9432024

Highlighted filing

2015

Assets$4,536,878
Liabilities$167,117
Net Assets$4,369,761

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $263,4112010Revenue 2011: $238,034Expenses 2011: $385,330Net Income 2011: -$147,2962011Expenses 2012: $208,3182012Expenses 2013: $256,7122013Revenue 2014: $485,906Expenses 2014: $207,865Net Income 2014: $278,0412014Revenue 2015: $547,180Expenses 2015: $235,684Net Income 2015: $311,4962015Revenue 2016: $239,659Expenses 2016: $173,615Net Income 2016: $66,0442016Revenue 2017: $361,348Expenses 2017: $282,199Net Income 2017: $79,1492017Revenue 2018: $480,803Expenses 2018: $244,225Net Income 2018: $236,5782018Revenue 2019: $354,050Expenses 2019: $472,691Net Income 2019: -$118,6412019Revenue 2020: $572,258Expenses 2020: $369,554Net Income 2020: $202,7042020Revenue 2021: $340,153Expenses 2021: $84,750Net Income 2021: $255,4032021Revenue 2022: $450,812Expenses 2022: $288,307Net Income 2022: $162,5052022Revenue 2023: $157,363Expenses 2023: $399,067Net Income 2023: -$241,7042023Revenue 2024: $133,148Expenses 2024: $466,231Net Income 2024: -$333,0832024

Highlighted filing

2015

Revenue$547,180
Expenses$235,684
Net Income$311,496
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$3,148,263
Mission and Program Overview

Mission

The achievement foundation, by using its financial resources, dedicates itself to developing a better understanding of the free enterprise system by young people. The achievement foundation makes grants to other nonprofit organizations in support of the foundation's mission, makes loans to junior achievement areas in financial need, and makes scholarships to students who have completed junior achievement programs.

The achievement foundation, by using its financial resources, dedicates itself to developing a better understanding of the free enterprise system by young people. The achievement foundation makes grants to other nonprofit organizations in support of the foundation's mission, makes loans to junoir achievement areas in financial need, and makes scholarships to students who have completed junior achievement programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,104,988$3,681,665▼ $423,323
Savings and Temporary Cash Investments$302,187$441,939▲ $139,752
Investments Other Securities$405,484$393,455▼ $12,029
Cash and Non-Interest-Bearing Accounts$90,966$16,319▼ $74,647
Other Notes and Loans Receivable, Net$5,500$3,500▼ $2,000
Total Assets$4,909,125$4,536,878▼ $372,247
Liabilities
Other Liabilities$89,925$94,617▲ $4,692
Grants Payable$66,000$72,500▲ $6,500
Total Liabilities$155,925$167,117▲ $11,192
Net Assets / Fund Balance
Unrestricted Net Assets$4,189,609$3,942,666▼ $246,943
Permanently Rstr Net Assets$405,484$393,455▼ $12,029
Temporarily Rstr Net Assets$158,107$33,640▼ $124,467
Total Net Assets Fund Balance$4,753,200$4,369,761▼ $383,439
Total Liabilities and Net Assets / Fund Balance$4,909,125$4,536,878▼ $372,247

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$22,111--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$405,482-▼ $12,027-$393,455
2013$378,918-▲ $26,564-$405,482
2012$367,702-▲ $11,216-$378,918
2011$385,471-▼ $17,769-$367,702
2010$354,130-▲ $31,341-$385,471
Compensation and Service Providers

Board Members and Trustees

NameTitle
R Chadwick Paul JrChairman
Alfred Lee BrightBoard Member
Anthony SchoppBoard Member
Bonnae MeshulamBoard Member
Carol Mozak-wolffBoard Member
Chris WhiteBoard Member
Jack KosakowskiBoard Member
Kurt SnyderBoard Member
Norman FlemingBoard Member
Mike Hannigan JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$13,448
Program Service Revenue
$0
Investment Income
$533,732
Other Revenue
$0
All Other Contributions
$13,448
Change in Net Assets
$311,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$547,180
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-694,935
Total Revenue per Audited Statements
$-147,755
Total Revenue per Form 990
$547,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$164,109
Other Expenses$71,575
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$118,500--$118,500
Grants to Domestic Individuals$45,609--$45,609
Fees for Service Investment Mgmnt Fees-$38,398-$38,398
Fees for Services Accounting-$18,009-$18,009
Fees for Services Management-$6,754-$6,754
Insurance-$3,854-$3,854
Travel-$3,032-$3,032
Conferences and Meetings-$484-$484
Information Technology-$62-$62
Other Expenses-$52-$52
Total Functional Expenses$164,109$71,575$0$235,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$235,684
Total Expenses per Audited Statements$235,684
Total Expenses per Form 990$235,684
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ja of Central Maryland--Support of Educational Programs$10,000
Ja of Greater Saint Louis--Support of Educational Programs$10,000
Ja of Kentuckiana--Support of Educational Programs$10,000
Ja of Northern California--Support of Educational Programs$10,000
Ja of South Dakota--Support of Educational Programs$10,000
Ja of Southwestern Indiana--Support of Educational Programs$10,000
Ja of Western Kentucky--Support of Educational Programs$10,000
Ja of Western Pennsylvania--Support of Educational Programs$10,000
Ja of Central Florida--Support of Educational Programs$7,500
Ja of Northern Indiana--Support of Educational Programs$7,500
Ja of Alaska--Support of Educational Programs$6,000
Youthbiz Inc--Support of Educational Programs$6,000
Ja of Rocky Mountains--Support of Educational Programs$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Scholarships Payable$94,617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Achievement foundation contracts with american council of engineering companies of connecticut to provide administrative services to the foundation. Paul brady serves as executive director of the foundation under this contract.

Form 990, Part VI, Section A, Line 6

The organization has members.

Form 990, Part VI, Section A, Line 7A

The members elect the governing body.

Form 990, Part VI, Section A, Line 7B

Yes. Various decisons of the governing body are subject to approval by the members.

Form 990, Part VI, Section B, Line 11

A draft is emailed to the entire board for their review. The final version is reviewed by the executive director and treasurer prior to signature.

Form 990, Part VI, Section B, Line 12C

Each board member and executive directo signs a copy of the policy each year and it is reported at a board meeting.

Form 990, Part VI, Section C, Line 19

Upon written, in person or e-mail request, the organization will send copies of tax returns, governing documents, conflict of interest policy, and financial statements.

Filing and Contact Details

Filer

Filer Name
Achievement Foundation Inc
EIN
13-6130107
Phone
8606130315
Address
460 SMITH STREET NO K, MIDDLETOWN, CT 06457

Signing Officer

Name
Michael Hannigan Jr
Title
Chairman
Phone
8606130315
Signed
2016-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Brady
Formed
1945
Legal Domicile
Ct
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Marcum Llp
Address
53 STATE STREET FLOOR 38, BOSTON, MA 02109
Preparer
Douglas Farrington
Phone
6178075000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -1.

Financial Statement Notes

PART V, LINE 4:

The funds are used for the expansion of the work of junior achievement inc to new areas or for studies in the improvement of the program. They are also used for special training and recruiting films.

PART X, LINE 2:

The foundation is exempt from income taxes under section 501(c)(4) of the internal revenue code. As such, the foundation is exempt from state and federal income taxes on income related to its tax exempt purpose. 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 taxing authorities. Management has analyzed the tax positions taken and has concluded that as of june 30, 2015 and 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0TELEPHONE
IRS990/OtherExpensesGrp/Desc1LICENSE & PERMITS
IRS990/OtherExpensesGrp/Desc2POSTAGE & DELIVERY
IRS990/OtherExpensesGrp/Desc3PRINTING & REPRODUCTION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0459
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2196
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt352
IRS990/OtherExpensesGrp/TotalAmt0459
IRS990/OtherExpensesGrp/TotalAmt1275
IRS990/OtherExpensesGrp/TotalAmt2196
IRS990/OtherExpensesGrp/TotalAmt352
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt089925
IRS990/OtherLiabilitiesGrp/EOYAmt094617
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05500
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03500
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0405484
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0393455
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL BRADY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION MAKES LOANS TO SPECIFIC JUNIOR ACHIEVEMENT PROGRAMS IN FINANCIAL NEED. THESE LOANS ARE REPAID AT NO INTEREST IF THE LOANS ARE REPAID ACCORDING TO THE AGREED UPON SCHEDULE.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION MAKES TWO SCHOLARSHIP PROGRAMS AVAILABLE TO GRADUATES OF JUNIOR ACHIEVEMENT HIGH SCHOOL PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt045609
IRS990/ProgSrvcAccomActy3Grp/GrantAmt045609
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt015750
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0135093
IRS990/PYInvestmentIncomeAmt0470156
IRS990/PYOtherExpensesAmt072772
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0278041
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0207865
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0485906
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0311496
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0302187
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0441939
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0197686
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt0104317
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt093369
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0197686
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0197686
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0168033
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0168033
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0168033
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0157136
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0168033
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0168033
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0188282
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt020249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt020249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt020249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt024173
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0118500
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0168033
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.705
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0164109
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0188282
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FUNDS OF THE FOUNDATION SHALL BE EXPENDED IN THE INTERESTS OF JUNIOR ACHIEVEMENT, INC., EITHER DIRECTLY THROUGH THAT AGENCY OR ITS DIVISIONS, OR IN THE DEVELOPMENT OF PLANS AND PROCEDURES BY OTHER AGENCIES IN THE PROMULGATION AND ADAPTATION OF PROGRAMS FOR ITS OPERATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ACHIEVEMENT FOUNDATION BOARD MEMBER JACK KOSAKOWSKI IS THE PRESIDENT OF THE JUNIOR ACHIEVEMENT BOARD OF DIRECTORS WHICH IS THE SUPPORTED ORGANIZATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 2:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04557958
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0301379
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04256579
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt068369
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04489589
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0157136
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04557958
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0157136
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0841267604
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0118500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JUNIOR ACHIEVEMENT INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0118500
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0405482
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0393455
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-12027
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0378918
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0405482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt026564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0367702
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0378918
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011216
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0385471
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0367702
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17769
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0354130
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0385471
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031341
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0235684
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-694935
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt094617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SCHOLARSHIPS PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0257491

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$0.35$6.14$0.13$0.47$0.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.28$5.41$0.16$0.40$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.04$5.17$0.45$0.29$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.03$6.10$0.34$0.08$0.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.08$0.02$5.06$0.57$0.37$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.15$0.02$5.13$0.35$0.47$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.04$5.41$0.48$0.24$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.06$4.86$0.36$0.28$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.08$4.18$0.24$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.54$0.17$4.37$0.55$0.24$0.31
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.16$4.75$0.49$0.21$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.18$4.04$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.17$3.68$0.21
2011Summary only. Only limited summary data is available for this year.$4.34$0.15$4.19$0.24$0.39$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.14$3.55$0.26