2023-11-13T06:29:22-06:00 2023-06-30 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2022-07-01 231598129 JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA JUNI 7178438028 610 SOUTH GEORGE STREET YORK PA 17401 THOMAS RUSSELL PRESIDENT 7178438028 2023-11-10 1 THOMAS RUSSELL XXX-XX-XXXX 0 GARY J DUBAS P00252339 7177617910 2023-11-10 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS RUSSELL 610 SOUTH GEORGE STREET YORK PA 17401 2169003 0 X WWW.JASCPA.ORG X 1961 PA EDUCATING STUDENTS ABOUT WORK READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY. 26 26 62 4800 0 0 2097671 1946904 0 0 -63 4830 129918 191429 2227526 2143163 0 0 0 0 1316659 1474851 0 0 119198 723993 644241 2040652 2119092 186874 24071 1456178 1396073 206838 120691 1249340 1275382 X TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY. JUNIOR ACHIEVEMENT TEACHES STUDENTS REAL WORLD LESSONS AND PREPARES THEM FOR FUTURE ECONOMIC AND WORKFORCE ISSUES. 0 0 550000 2559 JUNIOR ACHIEVEMENT IN-CLASS PROGRAMS: PREPARING KINDERGARTEN THROUGH HIGH SCHOOL STUDENTS AND HELPING THEM DEVELOP SKILLS FOR A GLOBAL WORKFORCE. 440000 BIZTOWN: THIS PROGRAM IS THE CAPSTONE OF ELEMENTARY, 5TH OR 6TH GRADE STUDENTS. THE PROGRAM CONSISTS OF 15 TEACHER LED SESSIONS AT SCHOOL FOLLOWED BY A FULL DAY SIMULATION AT THE BIZTOWN FACILITY. STUDENTS TAKE ON ROLES AS EMPLOYEES AND CITIZENS AND RUN THE CITY FOR THE DAY. 450000 YES: HALF DAY PROGRAM HELD AT MIDDLE SCHOOL, CONSISTING OF A SERIES OF FOUR ACTIVITIES INTENDED TO HELP STUDENTS GAIN AN APPRECIATION FOR THE IMPORTANCE THAT FINANCIAL AND CAREER DECISIONS WILL PLAY IN THEIR LIVES AS YOUNG ADULTS. 431044 JA STEM SUMMIT: THIS PROGRAM IS A DAY LONG PROGRAM FOR 9TH OR 10TH GRADE STUDENTS. IT CONSISTS OF 8 OR 9 30 MINUTE MODULES FOCUSED ON STEM CAREERS. CHEMISTRY, BIOLOGY, MATH, PHYSICS, TECHNOLOGY, ENGINEERING, TRADES, ELECTRICIAL CAREERS ARE PART OF THE EVENT. EXPENSES $220,000JA REAL LIFE: THIS PROGRAM IS A DAYLONG PROGRAM FOR 11TH OR 12TH GRADE STUDENTS. IT FOCUSES ON FINANCIAL LITERACY AND WORK READINESS. HALF THE DAY IS A BUDGETING ACTIVITY AND THE OTHER HALF OF THE DAY IS 4 30 MINUTE ACTIVITIES. EXPENSES: $130,000JA INSPIRE: CAREER DEVELOPMENT PROGRAM FOR 7TH-12TH GRADE STUDENTS. USING VIRTUAL TECHNOLOGY, LOCAL BOSSINESSES ARE FEATURED WHILE PROVIDING DOWNLOADABLE CAREER INFORMATION, CAREER VIDEOS AND LIVE ZOOM WEBINARS TO INSPIRE CAREER-READINESS AND CONNECT STUDENTS WITH LOCAL OPPORTUNITIES. EXPENSES: $81,044 431044 1871044 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 0 0 0 0 1 2 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X THOMAS RUSSELL 7178438028 610 SOUTH GEORGE STREET YORK PA 174013131 GAIL M D'ANGELO CHAIR 0.75 X X 0 0 0 JOHN STAUFFER VICE CHAIR 0.50 X 0 0 0 HARVEY ELDER PAST CHAIR 0.75 X X 0 0 0 RYAN TATE TREASURER 0.50 X 0 0 0 DIANA MOHN SECRETARY 0.75 X X 0 0 0 MATT ANGSTADT TRUSTEE 0.50 X 0 0 0 DOUG BARTON TRUSTEE 0.50 X 0 0 0 JENNIFER BUEHLER TRUSTEE 0.50 X 0 0 0 MEGAN CALLAHAN TRUSTEE 0.50 X 0 0 0 KATIE CLARKE TRUSTEE 0.50 X 0 0 0 MICHAEL DEHAVEN TRUSTEE 0.50 X 0 0 0 NORM DUNKINSON TRUSTEE 0.50 X 0 0 0 KEVIN FORRESTER TRUSTEE 0.50 X 0 0 0 JEFF HAMMEL TRUSTEE 0.50 X 0 0 0 CAROLINE HENRICH TRUSTEE 0.50 X 0 0 0 TERRY HOLLINGER TRUSTEE 0.50 X 0 0 0 MATT LEBO TRUSTEE 0.50 X 0 0 0 JESSE MCCREE TRUSTEE 0.50 X 0 0 0 MYLES MILLER TRUSTEE 0.50 X 0 0 0 BRUCE NEWALL TRUSTEE 0.50 X 0 0 0 COLLIN POTTER TRUSTEE 0.50 X 0 0 0 JUSTIN REESE TRUSTEE 0.50 X 0 0 0 JOHN SAICH TRUSTEE 0.50 X 0 0 0 KEITH SHEFFER TRUSTEE 0.50 X 0 0 0 CRAIG SWALLOW TRUSTEE 0.75 X X 0 0 0 KIMBERLY WAKEFIELD TRUSTEE 0.50 X 0 0 0 THOMAS RUSSELL PRESIDENT 50.00 X 120978 0 8440 120978 0 8440 1 0 0 0 0 616402 1330502 1946904 4830 4830 214710 25840 188870 188870 MISCELLANEOUS INCOME 900099 2559 2559 2559 2143163 2559 0 193700 129418 115555 3703 10160 1192450 1064126 30868 97456 39728 35754 2688 1286 113255 91929 17455 3871 51614 51614 36145 32556 2750 839 30164 27897 1747 520 28475 25444 1947 1084 25166 24691 475 163522 163522 80371 63315 14215 2841 66496 63967 1863 666 CLASSROOM PROGRAMS 82289 82289 EDUCATION MATERIALS 50681 50681 REPAIRS AND MAINTENANCE 25037 25037 JA INSPIRE 4281 4281 2119092 1871044 128850 119198 342787 41127 1000 223986 390000 390407 98864 52431 4696 18331 1887294 1244210 592035 643084 26796 26707 1456178 1396073 177283 100217 2500 2300 27055 18174 206838 120691 X 1083478 1136562 165862 138820 1249340 1275382 1456178 1396073 X 24071 1971 X X 0 1 X 1 0 X 1641215 1362815 1514808 2097671 1946904 8563413 132775 85715 149299 367789 23344 211153 29109 152077 214710 630393 1797334 1659683 1693216 2249748 2161614 9561595 624267 361848 225308 309788 529232 2050443 0 624267 361848 225308 309788 529232 2050443 7511152 3 83 1061 4830 5977 3 83 1061 4830 5977 120000 5758 2559 128317 1797337 1779683 1699057 2250809 2169003 9695889 0.77470 0.77440 0.00060 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24862 1458 26320 28298 -3436 24862 22275 6023 28298 24389 -2114 22275 24632 -243 24389 1.00000 1 0 1593434 1062343 531091 293860 181867 111993 643084 X 2145134 1971 1971 2143163 0 2143163 2119092 0 2119092 0 2119092 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE THE ORGANIZATON WITH AN INVESTMENT FUND THAT WILL BE USED FOR THE ORGANIZATION'S WELL-BEING AS DETERMINED BY THE BOARD. THE CURRENT SPENDING POLICY RATE IS 4.5%. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS 1,971. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS WINE EVENT 139230 139230 25523 PUTT FOR EDUCATION 34590 34590 243 173820 173820 25766 25766 148054 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE AND MANAGEMENT BEFORE ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST ARISES WHEN A "RESPONSIBLE PERSONOR ANY "PARTY RELATED TO A RESPONSIBLE PERSON" HAS AN "INTEREST ADVERSE TO THE CORPORATION." A "RESPONSIBLE PERSON" IS ANY INDIVIDUAL IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE CORPORATION, AND SPECIFICALLY INCLUDES, WITHOUT LIMITATION, TRUSTEES AND OFFICERS OF THE CORPORATION. A "PARTY RELATED TO A RESPONSIBLE PERSON" INCLUDES HIS OR HER EXTENDED FAMILY (INCLUDING SPOUSE, ANCESTORS, DESCENDANTS AND SIBLINGS, AND THEIR RESPECTIVE SPOUSES AND DESCENDANTS), AN ESTATE OR TRUST IN WHICH THE RESPONSIBLE PERSON OR ANY MEMBER OF HIS OR HER EXTENDED FAMILY HAS A BENEFICIAL INTEREST OR A FIDUCIARY RESPONSIBLITY, OR AN ENTITY IN WHICH THE RESPONSIBLE PERSON OR ANY MEMBER OF HIS OR HER EXTENDED FAMILY IS A TRUSTEE OR OFFICER OR HAS A FINANCIAL INTEREST." AN "INTEREST ADVERSE TO THE CORPORATION" INCLUDES ANY INTEREST IN ANY CONTRACT, TRANSACTION OR OTHER FINANCIAL RELATIONSHIP WITH THE CORPORATION, AND ANY INTEREST IN AN ENTITY WHOSE BEST INTERESTS MAY BE IMPAIRED BY THE BEST INTERESTS OF THE CORPORATION INCLUDING, WITHOUT LIMITATION, ANY ENTITY PROVIDING ANY GOODS OR SERVICES TO OR RECEIVING ANY GOODS OR SERVICES FROM THE CORPORATION, AN ENTITY IN WHICH THE CORPORATION HAS ANY BUISNESS OR FINANCIAL INTEREST, AND AN ENTITY PROVIDING GOODS OR SERVICES OR PERFORMING ACTIVITIES SIMILAR TO THE GOODS OR SERVICES OR ACTIVITIES OF THE CORPORATION. ANY POSSIBLE CONFLICT OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF TRUSTEES BY THE PERSON CONCERNED. WHEN ANY CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF TRUSTEES, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF TRUSTEES OR ITS APPROPRIATE COMMITTEE AND SUCH PERSON SHALL NOT VOTE ON THE MATTER PROVIDED HOWEVER, ANY TRUSTEE DISCLOSING A POSSIBLE CONFLICT OF INTEREST MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF. THE PERSON HAVING THE CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD OR ITS COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER,THAT PERSON SHALL PROVIDE THE BOARD OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION. COMPLIANCE IS MONITORED ON A MONTHLY BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS AND DOCUMENTS VIA EMPLOYEE PERFORMANCE REPORT. THEN THE RESULTS ARE PRESENTED TO THE TRUSTEES FOR VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL DOCUMENTTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIIONS 1,971. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.