2023-11-08T14:19:29-06:00 2023-06-30 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2022-07-01 560844838 JUNIOR ACHIEVEMENT OF THE TRIAD INC JUNI 3362994339 3220 NORTHLINE AVENUE GREENSBORO NC 27408 GRACE THOMPSON PRESIDENT & CEO 3362994339 2023-11-07 1 GRACE THOMPSON 999009999 0 AMY B THABET CPA P01243405 3362759886 2023-11-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z GRACE THOMPSON 3220 NORTHLINE AVENUE GREENSBORO NC 27408 1015778 0 X WWW.TRIADJA.ORG X 1965 NC TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY 19 19 18 170 0 0 802938 1006231 0 0 -1716 5477 -7858 -31872 793364 979836 0 0 0 0 571621 602931 0 0 143273 227336 228501 798957 831432 -5593 148404 1289840 1406728 59442 25526 1230398 1381202 TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 0 0 590596 SCHOOL PROGRAMS - PROGRAMS ARE DESIGNED TO EMPOWER STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE TO OWN THEIR ECONOMIC SUCCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL COMMUNITY, USING PROFESSIONALLY DESIGNED AND RIGOROUSLY EVALUATED CURRICULUM MATERIALS. THE PROGRAMS FULLY CORRELATE WITH STATE EDUCATIONAL CONTENT STANDARDS AND FOCUS ON THE KEY CONTENT AREAS OF FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP. 590596 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GRACE THOMPSON 3362994339 3220 NORTHLINE AVENUE GREENSBORO NC 37408 X BETH BELL DIRECTOR 1.00 X 0 0 0 ANDY BUNN VICE CHAIR 1.00 X 0 0 0 DAWN CHANEY DIRECTOR 1.00 X 0 0 0 JACQUELYN CLARK JOHNSON DIRECTOR 1.00 X 0 0 0 ALESIA HILTON DIRECTOR 1.00 X 0 0 0 CYNDI HOLT TREASURER 1.00 X X 0 0 0 DR IRISH SPENCER DIRECTOR 1.00 X 0 0 0 MEREDITH SPRADLING DIRECTOR 1.00 X 0 0 0 TAYLORE WOODS DIRECTOR 1.00 X 0 0 0 LAURIE JAMISON DIRECTOR 1.00 X 0 0 0 DAN HORNFECK DIRECTOR 1.00 X 0 0 0 CHRIS MURRAY DIRECTOR 1.00 X 0 0 0 TRACY MYERS DIRECTOR 1.00 X 0 0 0 DR CHARLES PERKINS DIRECTOR 1.00 X 0 0 0 JONATHAN PERMAR DIRECTOR 1.00 X 0 0 0 TANDRA REDD SECRETARY 1.00 X X 0 0 0 STEVE SWETOHA CHAIR 2.00 X X 0 0 0 MARK WITTE DIRECTOR 1.00 X 0 0 0 DONALD WYATT DIRECTOR 1.00 X 0 0 0 GRACE THOMPSON PRESIDENT/CEO STARTING FEBRUARY 1, 2023 40.00 X 0 0 0 0 0 0 0 0 0 0 0 94587 115982 795662 1006231 6883 6883 1406 -1406 -1406 -1406 0 94587 34536 -34536 -34536 MISCELLANEOUS INCOME 900099 2664 2664 2664 979836 8141 0 -34536 142159 106512 14584 21063 387317 294675 9609 83033 36767 30019 1703 5045 36688 27946 1267 7475 32678 385 31814 479 13294 26 13268 -4121 -4121 6686 6686 12423 12423 9284 7503 1781 70728 70728 15246 15246 9463 8830 633 MATERIALS AND SUPPLIES 37322 24492 6222 6608 MEMBERSHIPS, DUES, AND 10497 4195 6302 STAFF EDUCATION AND TRA 7049 2888 4161 BANK FEES 3400 3400 4552 4552 831432 590596 97563 143273 346415 569885 5095 466 186137 99608 3340 1850 27843 28143 942341 260760 698233 681581 22777 25195 1289840 1406728 19751 0 29167 12500 10524 13026 59442 25526 X 1207621 1356007 22777 25195 1230398 1381202 1289840 1406728 148404 2400 0 X X 0 1 X 1 0 X 467325 537781 1019289 802938 1006231 3833564 467325 537781 1019289 802938 1006231 3833564 431266 3402298 616 566 386 385 6883 8836 207281 10265 197559 1853 2664 419622 4262022 0.79830 0.77160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RENT FUNDRAISING PPP MISC INCOME - 2018 AMOUNT: $ 207,281. 2019 AMOUNT: $ 10,265. 2020 AMOUNT: $ 197,559. 2021 AMOUNT: $ 1,853. 2022 AMOUNT: $ 2,664. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22776 2418 25194 27508 -4732 22776 21697 5811 27508 22764 -1067 21697 22483 281 22764 1 0 382592 382592 431031 161410 269621 3775 1894 1881 124943 97456 27487 681581 ACCRUED LIABILITIES 10666 SECURITY DEPOSITS 2360 13026 X 982908 2400 672 3072 979836 0 979836 832104 672 672 831432 0 831432 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE ORGANIZATION BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF JUNE 30, 2023 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE ORGANIZATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. PART V, LINE 4 CONTRIBUTIONS TO THE ENDOWMENT FUND WILL BE HELD IN PERPETUITY. AN ANNUAL SPENDING RATE DISTRIBUTION AS CALCULATED BY THE COMMUNITY FOUNDATION OF GREATER GREENSBORO WILL BE USED TO SUPPORT OPERATIONS. HALL OF FAME 94587 94587 34536 94587 94587 34536 34536 -34536 FORM 990, PART VI, SECTION B, LINE 11B ORGANZATION'S PROCESS TO REVIEW FORM 990 - FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS POLICY - CONFLICT OF INTEREST POLICY AND CODE OF CONDUCT ARE SIGNED ANNUALLY FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS OF TOP OFFICIAL - JA USA PROVIDES COMPARABILITY DATA TO OTHER SIMILAR MARKETS BASED ON INDEPENDENT STUDY. THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE PRESIDENT INDEPENDENTLY BASED ON THIS MARKET COMPARISON DATA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 990 PART VII LINE 2C THE ORGANIZATION DID NOT CHANGE THEIR OVERSIGHT OR SELECTION PROCESS JUNIOR ACHIEVEMENT USA 1 EDUCATION WAY COLORADO SPRINGS CO 80906 841267604 CO 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0