Civic Intelligence

Achievement Foundation Inc.

990 • Fiscal year 2020 • EIN 13-6130107

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 11, 2020

Organization ProfileWWW.ACHIEVEMENTFOUNDATION.ORG
9 Golfview DriveWatertown, CT 06795

(860) 613-0315

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

62%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$5,084,060

Down $65,461 (-1.3%) from 2019

Net Assets

Down

$5,059,119

Down $69,088 (-1.3%) from 2019

Liabilities

Up

$24,941

Up $3,627 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$572,258

Up $218,208 (+62%) from 2019

Expenses

Down

$369,554

Down $103,137 (-22%) from 2019

Net Income

Up

$202,704

Up $321,345 (+271%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

2020

Assets$5,084,060
Liabilities$24,941
Net Assets$5,059,119
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

2020

Revenue$572,258
Expenses$369,554
Net Income$202,704
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 11, 2020
Return Version
2019v5.1
Gross Receipts
$3,988,668
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,681,874$2,229,112▼ $1,452,762
Other Notes and Loans Receivable, Net$225,000$1,560,315▲ $1,335,315
Savings and Temporary Cash Investments$839,014$470,852▼ $368,162
Cash and Non-Interest-Bearing Accounts$17,877$445,383▲ $427,506
Investments Other Securities$385,756$378,398▼ $7,358
Total Assets$5,149,521$5,084,060▼ $65,461
Liabilities
Other Liabilities$21,314$24,941▲ $3,627
Total Liabilities$21,314$24,941▲ $3,627
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,719,588$4,642,440▼ $77,148
Net Assets With Donor Restrictions$408,619$416,679▲ $8,060
Total Net Assets Fund Balance$5,128,207$5,059,119▼ $69,088
Total Liabilities and Net Assets / Fund Balance$5,149,521$5,084,060▼ $65,461

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$22,111--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$385,758-▼ $7,358-$378,400
2018$393,034-▼ $7,276-$385,758
2017$388,034-▲ $4,989-$393,034
2016$373,260-▲ $14,774-$388,034
2015$393,455-▼ $20,195-$373,260
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Mike Hannigan JrChairman
Carol Mozak-wolffVice Chair/treasurer
Anthony SchoppBoard Member
Cathy FrancomanoBoard Member
Chris WhiteBoard Member
Dennis HoulihanBoard Member
Donna Stone BuchananBoard Member
Jack KosakowskiBoard Member
Jim HemakBoard Member
John CareyBoard Member
Kurt SnyderBoard Member
Norman FlemingBoard Member
Sandra Beach LinBoard Member
Tom KushnerBoard Member
Jeanne Johnny SweenyBoard Member Emeritus
Paul BradyExecutive Director
R Chadwick Paul JrSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$23,708
Program Service Revenue
$0
Investment Income
$548,550
Other Revenue
$0
All Other Contributions
$23,708
Change in Net Assets
$202,704

Audited Revenue Reconciliation

Revenue per Audited Statements
$532,795
Revenue Not Reported on Financial Statements
$39,463
Revenue Not Reported on Form 990
$-271,793
Total Revenue per Audited Statements
$261,002
Total Revenue per Form 990
$572,258
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$274,627
Other Expenses$94,927
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$257,500--$257,500
Fees for Service Investment Mgmnt Fees-$39,463-$39,463
Fees for Services Accounting-$19,622-$19,622
Grants to Domestic Individuals$17,127--$17,127
Travel-$15,082-$15,082
Fees for Services Management-$13,193-$13,193
Insurance-$3,177-$3,177
Office Expenses-$750-$750
Conferences and Meetings-$607-$607
Information Technology-$381-$381
Other Expenses-$272-$272
All Other Expenses-$180-$180
Total Functional Expenses$274,627$94,927$0$369,554

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$369,554
Expenses per Audited Statements$330,091
Total Expenses per Audited Statements$330,091
Expenses Not Reported on Financial Statements$39,463
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ja USA--Support of Educational Programs-
Ja of Arkansas--Support of Educational Programs-
Ja of Central Maryland--Support of Educational Programs-
Ja of Central Texas--Support of Educational Programs-
Ja of Chicago--Support of Educational Programs-
Ja of Delaware Inc--Support of Educational Programs-
Ja of Greater Hampton Roads--Support of Educational Programs-
Ja of Greater Washington--Support of Educational Programs-
Ja of Michigan Great Lakes--Support of Educational Programs-
Ja of Northern New England--Support of Educational Programs-
Ja of South Florida--Support of Educational Programs-
Ja of Southwest New England--Support of Educational Programs-
Ja of the Upper Midwest--Support of Educational Programs-
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$24,941
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Achievement foundation contracts with paul brady to provide administrative services to the foundation. Paul brady serves as executive director of the foundation under this contract.”

Form 990, Part VI, Section B, Line 11B

“Reviewed by executive director, chairman and treasurer.”

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

“Annual briefing at board meeting to review policy. Officers, directors, and key employees sign statement on policy.”

Form 990, Part VI, Section C, Line 19

“Upon written, in person or e-mail request, the organization will make copies of tax returns, governing documents, conflict of interest policy, and financial statements available at the organizations office.”

Filing and Contact Details

Filer

Filer Name
Achievement Foundation Inc
EIN
13-6130107
Phone
8606130315
Address
9 GOLFVIEW DRIVE, WATERTOWN, CT 06795

Signing Officer

Name
James Hemak
Title
Treasurer
Phone
8606130315
Signed
2020-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Brady
Formed
1945
Legal Domicile
Ct
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Marcum Llp
Address
53 STATE STREET FLOOR 17, BOSTON, MA 02109
Preparer
Douglas Farrington
Phone
6178075000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The funds are used for the expansion of the work of junior achievement usa, 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)(3) 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, 2020, 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.”

Raw XML AppendixShowing 400 of 661 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0478751
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0257500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017127
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017127
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0257500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0257500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03895161
IRS990/GrossReceiptsAmt03988668
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0381
IRS990/InformationTechnologyGrp/TotalAmt0381
IRS990/InsuranceGrp/ManagementAndGeneralAmt03177
IRS990/InsuranceGrp/TotalAmt03177
IRS990/InvestmentIncomeGrp/ExclusionAmt069799
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt069799
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0385756
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0378398
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03681874
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02229112
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03416410
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05128207
IRS990/NetAssetsOrFundBalancesEOYAmt05059119
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0478751
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0478751
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-271792
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04719588
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04642440
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0750
IRS990/OfficeExpensesGrp/TotalAmt0750
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DONATION
IRS990/OtherExpensesGrp/Desc1MISC EXPENSES
IRS990/OtherExpensesGrp/Desc2LICENSE & PERMITS
IRS990/OtherExpensesGrp/Desc3POSTAGE & DELIVERY
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1425
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3272
IRS990/OtherExpensesGrp/TotalAmt01500
IRS990/OtherExpensesGrp/TotalAmt1425
IRS990/OtherExpensesGrp/TotalAmt2275
IRS990/OtherExpensesGrp/TotalAmt3272
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt021314
IRS990/OtherLiabilitiesGrp/EOYAmt024941
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0225000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01560315
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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. DURING 2020 THE COVID-19 PANDEMIC CAUSED MANY JUNIOR ACHIEVEMENTAREAS TO EXPERIENCE FINANCIAL STRESS. AS A RESULT OF THIS, THE ACHIEVEMENT FOUNDATION MADE 32 LOANS TO THOSE AREAS TOTALING $1,680,315.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION MAKES TWO SCHOLARSHIP PROGRAMS AVAILABLE TO GRADUATES OF JUNIOR ACHIEVEMENT HIGH SCHOOL PROGRAMS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017127
IRS990/ProgSrvcAccomActy3Grp/GrantAmt017127
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024413
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0404446
IRS990/PYInvestmentIncomeAmt0329637
IRS990/PYOtherExpensesAmt068245
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-118641
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0472691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0354050
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0202704
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0839014
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0470852
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt069799
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt067690
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt069799
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt067690
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt069799
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt067690
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt067690
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0172859
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0172859
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt057537
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0172859
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0172859
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0172859
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0320279
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0320279
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0234972
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0407831
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0555251
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0320279
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0234972
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0407831
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt045652
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0257500
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0172859
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0274627
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0320279
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/ListedByNameGoverningDocInd01
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/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FUNDS OF THE FOUNDATION SHALL BE EXPENDED IN THE INTERESTS OF JUNIOR ACHIEVEMENT USA, 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/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt04224133
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05014025
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0886563
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0636934
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03337570
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04377091

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,084,060
Liabilities
$24,941
Net assets
$5,059,119
Revenue
$572,258
Expenses
$369,554
Net income
$202,704
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
2020Detailed filing. Detailed filing data is available for this year.$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