2024-11-14T14:57:13-06:00 2024-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2023-07-01 951799192 JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INC JUNI 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 LES MCCABE PRESIDENT & CEO 3237853511 2024-11-13 1 0 LIOR TEMKIN P00748170 3104773924 2024-11-13 2023 2024-10-15 13:58:12Z LESTER MCCABE 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 4047790 0 X WWW.JASOCAL.ORG X 1954 CA JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROGRAMS TEACH THE BUSINESS OF LIFE, THROUGH COMMUNITY-BASED PARTNERSHIPS OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 53 53 24 1631 0 0 5137013 2949834 363875 395030 49248 168141 208012 64454 5758148 3577459 0 0 0 0 2172942 2654803 0 0 663900 1281748 1291471 3454690 3946274 2303458 -368815 8539084 8099814 493865 423408 8045219 7676406 X JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. OUR PROGRAMS TEACH THE BUSINESS OF LIFE, THROUGH COMMUNITY-BASED PARTNERSHIPS OF EDUCATORS, VOLUNTEERS AND BUSINESSES. 0 0 2887141 459484 SEE SCHEDULE O 2887141 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 X 53 53 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X SUSAN SAGHEB VP OF FINANCE 3239571818 6250 FOREST LAWN DRIVE LOS ANGELES CA 90068 ADAM BAKHASH FROM 0923 BOARD MEMBER 1.00 X 0 0 0 ALEXIA G HENDERSON FROM 0324 BOARD MEMBER 1.00 X 0 0 0 ANI TOROIAN BOARD MEMBER 1.00 X 0 0 0 ANTONIO BERNARDO BOARD MEMBER 1.00 X 0 0 0 AVO AMIRIAN BOARD MEMBER 1.00 X 0 0 0 BARRY SIMMONS UNTIL 0923 BOARD MEMBER 1.00 X 0 0 0 BELVA ANAKWENZE BOARD MEMBER 1.00 X 0 0 0 BEN LANKENAU UNTIL 0524 BOARD MEMBER 1.00 X 0 0 0 BENJAMIN BRAUN UNTIL 0923 BOARD MEMBER 1.00 X 0 0 0 BOB BINNIE BOARD MEMBER 1.00 X 0 0 0 BRIAN ANDERSON BOARD MEMBER 1.00 X 0 0 0 BRYANT DAVIS FROM 0324 BOARD MEMBER 1.00 X 0 0 0 CAROL RICHARDS UNTIL 0923 BOARD MEMBER 1.00 X 0 0 0 CAROLE CURB NEMOY BOARD MEMBER 1.00 X 0 0 0 CHANNING G GRIGSBY BOARD MEMBER 1.00 X 0 0 0 CHRIS GARCIA BOARD MEMBER 1.00 X 0 0 0 CHRISTINA KETSOYAN FROM 0923 BOARD MEMBER 1.00 X 0 0 0 CYNTHIA JORDAN BOARD MEMBER/3DE CHAIR 1.00 X X 0 0 0 DAPHNE HELMS BOARD MEMBER/TREASURER 1.00 X X 0 0 0 DARCY GARCIA BOARD MEMBER 1.00 X 0 0 0 DAVID FREITAG BOARD MEMBER/MARKETING CHAIR 1.00 X X 0 0 0 EMILY J RAMOS FROM 0723 BOARD MEMBER 1.00 X 0 0 0 ERIK ORBACH UNTIL 0923 BOARD MEMBER 1.00 X 0 0 0 FRANK MCMAHON BOARD MEMBER/GOVERNANCE CH 1.00 X X 0 0 0 FRIDA BANK BOARD MEMBER 1.00 X 0 0 0 GREGORY CRAIG BOARD MEMBER 1.00 X 0 0 0 HAMED TAVAJOHI UNTIL 0823 BOARD MEMBER 1.00 X 0 0 0 JEFFREY YEH UNTIL 0224 BOARD MEMBER 1.00 X 0 0 0 JENNIFER KANG-MOON BOARD MEMBER 1.00 X 0 0 0 JENNY HO FROM 1223 BOARD MEMBER 1.00 X 0 0 0 JOHN ADAMS BOARD MEMBER 1.00 X 0 0 0 JOHN MCMICHAEL BOARD MEMBER 1.00 X 0 0 0 JOSEPH BRANCUCCI UNTIL 0823 BOARD MEMBER 1.00 X 0 0 0 JOSEPH SANTOS FROM 0324 BOARD MEMBER 1.00 X 0 0 0 JOSH SCHIMMELS FROM 0624 BOARD MEMBER 1.00 X 0 0 0 KATHERINE HUNTER-BLYDEN FROM 0923 BOARD MEMBER 1.00 X 0 0 0 KEVIN BOWENS FROM 0624 BOARD MEMBER 1.00 X 0 0 0 KEVIN CAPUTO BOARD MEMBER 1.00 X 0 0 0 KISHA PARKER CROOM BOARD MEMBER 1.00 X 0 0 0 KYLE CASSERINO FROM 0324 BOARD MEMBER 1.00 X 0 0 0 KYLE DELICATA BOARD MEMBER 1.00 X 0 0 0 LEEANN J LYNCH FROM 0324 BOARD MEMBER 1.00 X 0 0 0 LESLIE STACKPOLE BOARD MEMBER 1.00 X 0 0 0 LYNN HOPTON BOARD MEMBER 1.00 X 0 0 0 MAG WANGSUWANA UNTIL 0923 BOARD MEMBER 1.00 X 0 0 0 MARCI ARENA-RICHARD UNTIL 0823 BOARD MEMBER 1.00 X 0 0 0 MARCUS JOHNSON FROM 0324 BOARD MEMBER 1.00 X 0 0 0 MARIA KHADER BOARD MEMBER 1.00 X 0 0 0 MARK SIMMONS BOARD MEMBER 1.00 X 0 0 0 MAYNARD BROWN BOARD MEMBER/EDUCATION CHA 1.00 X X 0 0 0 MONIQUE JOHNSON BOARD MEMBER/VICE CHAIR 1.00 X X 0 0 0 NELSON CASTRO UNTIL 0524 BOARD MEMBER 1.00 X 0 0 0 PAUL GOLDSTEIN BOARD MEMBER 1.00 X 0 0 0 REGINA O'NEILL BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 RENEE SARRIA UNTIL 0624 BOARD MEMBER 1.00 X 0 0 0 ROBERT FLICK UNTIL 0923 BOARD MEMBER 1.00 X 0 0 0 SAM SHETH BOARD MEMBER/DEVELOPMENT C 1.00 X X 0 0 0 SANDRA BURNS UNTIL 1123 BOARD MEMBER 1.00 X 0 0 0 SANDRA DUNLEAVY BOARD MEMBER 1.00 X 0 0 0 SCOTT M SACHS BOARD MEMBER 1.00 X 0 0 0 SCOTT SANTORO BOARD MEMBER 1.00 X 0 0 0 SCOTT SAUER BOARD MEMBER/AUDIT & RISK CHAIR 1.00 X X 0 0 0 SHEENA LAM FROM 0923 BOARD MEMBER 1.00 X 0 0 0 STEPHANIE IVY BOARD MEMBER 1.00 X 0 0 0 TERESA HUGGINS CALDERON FROM 0923 BOARD MEMBER 1.00 X 0 0 0 THOMAS MCCARTHY BOARD MEMBER/REAL ESTATE C 1.00 X X 0 0 0 TODD ORCHARD BOARD MEMBER 1.00 X 0 0 0 TREY PRUITT UNTIL 0424 BOARD MEMBER 1.00 X 0 0 0 WILLIAM BECKER UNTIL 0524 BOARD MEMBER 1.00 X 0 0 0 KATIUSKA KIRKWOOD SENIOR VICE PRESIDENT 40.00 X 181418 0 29516 SUSAN SAGHEB VP OF FINANCE 26.00 X 201215 0 0 LESTER MCCABE PRESIDENT & CEO 40.00 X 312266 0 31014 BURGANDIE ONEKEA EXECUTIVE REGIONAL DIRECTOR 40.00 X 123620 0 13788 ABIGAIL WHILDEN UNTIL 0124 VP OF ADMIN 40.00 X 88155 0 26198 906674 0 100516 4 0 1 0 0 1016050 1933784 116250 2949834 PROGRAM SPONSORSHIP 611710 265000 265000 PROGRAM FEES 611710 130030 130030 395030 168656 168656 35715 0 35715 35715 35715 33428 33943 -515 -515 -515 399862 1016050 436388 -36526 -36526 36526 0 36526 36526 OTHER INCOME 900099 28739 28739 28739 3577459 423769 0 203856 1077255 751221 109139 216895 1241724 881887 117738 242099 18162 13505 1441 3216 166030 120289 14642 31099 151632 109857 13373 28402 44108 28244 5728 10136 8313 5323 1080 1910 256887 245393 4142 7352 60611 41254 6619 12738 207879 150977 20386 36516 20945 15336 1660 3949 12458 12458 275425 275425 140098 87859 19140 33099 INKIND & MISC 152570 52997 74019 25554 PROGRAM MATERIALS 61818 61818 VOLUNTEER RECOGNITION 29005 19027 3650 6328 PERSONNEL RECRUITMENT 21354 14271 2476 4607 3946274 2887141 395233 663900 2001807 2010631 3155964 2922566 322591 181470 3947 8679 18136 9174 8754973 5787679 3036639 2967294 8539084 8099814 408665 318787 85200 104621 493865 423408 X 7408577 7356106 636642 320300 8045219 7676406 8539084 8099814 -368815 0 X 0 1 X 1 0 X 2644537 3047101 2871346 5137013 2961819 16661816 415735 341112 382170 363875 395030 1897922 3060272 3388213 3253516 5500888 3356849 18559738 711392 417971 315332 244218 160447 1849360 1953468 1953468 711392 417971 315332 2197686 160447 3802828 14756910 78049 56716 175284 178198 168656 656903 78049 56716 175284 178198 168656 656903 79062 64454 143516 3138321 3444929 3428800 5758148 3589959 19360157 0.76220 0.79920 0.03390 0.02690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1700000 1700000 6157360 5134808 1022552 897613 652871 244742 2967294 X 3645959 68500 68500 3577459 0 3577459 4014774 68500 68500 3946274 0 3946274 PART V, LINE 4: TO SUPPORT THE OPERATIONS OF THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION HAS ADOPTED FASB ASC TOPIC NO. 740, "UNCERTAINTY IN INCOME TAXES." IN ACCORDANCE WITH FASB ASC TOPIC NO. 740, THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION DID NOT RECOGNIZE ANY AMOUNT IN POTENTIAL INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS. AT JUNE 30, 2024, THE OPEN TAX YEARS FOR THE ORGANIZATION WERE 2016 TO 2023. X PINNACLE GOLF 136381 115376 21005 8985 12020 24448 GOLF TOURNAMENT 465453 334768 130685 148934 8 814078 565906 248172 242001 1415912 1016050 399862 8985 12020 24448 390935 436388 -36526 36526 0 36526 36526 CA 1 0 1 0 1.00000 SUSAN SAGHEB 6250 FOREST LAWN DRIVE LOS ANGELES CA 900681016 0 1 36526 X X 0 0 0 0 0 0 0 0 0 LESTER MCCABE PRESIDENT & CEO 272266 0 40000 0 0 0 12491 0 18523 0 343280 0 0 0 KATIUSKA KIRKWOOD SENIOR VICE PRESIDENT 156418 0 25000 0 0 0 6844 0 22672 0 210934 0 0 0 SUSAN SAGHEB VP OF FINANCE 201215 0 0 0 0 0 0 0 0 0 201215 0 0 0 X 3 33428 FMV X AUCTION ITEMS 39 56262 FMV X AIRLINE TICKETS 8 26560 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION'S POLICY IS TO SELL SECURITIES RECEIVED AS DONATIONS IMMEDIATELY. THE ORGANIZATION USES STOCK BROKERS TO SELL THE SECURITIES RECEIVED AS DONATIONS. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: JUNIOR ACHIEVEMENT'S (JA'S) VISION IS TO CREATE OPPORTUNITIES FOR YOUTH TO LEARN FROM AND BE INSPIRED BY EXPERIENCED ADULT VOLUNTEERS FROM THE BUSINESS COMMUNITY. JA PROGRAMS SERVE STUDENTS IN ALL GRADES K-12 WITH CURRICULUM BUILT AROUND THREE CORE PILLARS: ENTREPRENEURSHIP, FINANCIAL EDUCATION AND WORK READINESS. JA PROGRAMS ARE GENERALLY PROVIDED BY VOLUNTEERS AS SUPPLEMENTS TO REGULAR CLASSROOM WORK. LESSONS COMBINE THE THREE PILLARS AROUND REAL-WORLD CONCEPTS IN WAYS THAT ARE GRADE-APPROPRIATE. JA CAPSTONE AND FIELD TRIP EXPERIENCES OUTSIDE THE CLASSROOM INCLUDE STUDENT JA JOB SHADOW VISITS TO CORPORATIONS, CLASS TRIPS TO THE JA FINANCE PARK REAL-LIFE BUDGET SIMULATION, AND STUDENT COMPETITIONS WHERE TEAMS IN THE "JA COMPANY PROGRAM" DISPLAY THEIR ENTREPRENEURSHIP PROJECTS. JA STRIVES TO SERVE STUDENTS THAT ARE MOST AT-RISK, WITH A FOCUS ON THE COMPREHENSIVE "GRADUATION PATHWAYS" MODEL, WHICH PROVIDES SUCCESSIVE YEARS OF JA PROGRAMMING TO STUDENTS AS THEY GO THROUGH THEIR EDUCATIONAL CAREER FROM ELEMENTARY SCHOOL TO MIDDLE AND HIGH SCHOOL. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE APPROVES THE ORGANIZATION'S ANNUAL BUDGET AND OVERSEES THE ROLE OF THE PRESIDENT. MEMBERS ARE APPOINTED TO THE EXECUTIVE COMMITTEE WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, VICE CHAIRS AND THE CHAIRS OF MAJOR COMMITTEES. ADDITIONAL DIRECTORS MAY BE APPOINTED BY THE CHAIRMAN AND APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING BOARD MEMBERS: MAYNARD BROWN DAVID FREITAG FRANK MCMAHON SCOTT SAUER SAM SHETH DAPHNE HELMS REGINA O'NEIL MONIQUE JOHNSON TOM MCCARTHY CYNTHIA JORDAN FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATIONAL RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY MEMBERS OF THE AUDIT COMMITTEE. THE RETURN IS FILED ONCE IT HAS BEEN APPROVED, AND THEN PRESENTED TO THE REST OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE ORGANIZATION REQUESTS ALL OF ITS BOARD MEMBERS TO SIGN-OFF ON THE CONFLICT OF INTEREST POLICY FORMS. THE ORGANIZATION MAKES REASONABLE EFFORTS TO GATHER ALL OF THE REQUESTED SIGNATURES AS OF THE TIME OF FILING ITS TAX RETURNS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS CONFIRMED BY THE EXECUTIVE COMMITTEE AND THE CHAIRMAN OF THE BOARD. A SURVEY OF SIMILAR POSITIONS FROM OTHER ORGANIZATIONS IS PROVIDED FOR THEIR REFERENCE. FORM 990, PART VI, SECTION C, LINE 18 ALL INFORMATIONAL RETURN DOCUMENTS ARE AVAILABLE TO THE PUBLIC EITHER THROUGH WWW.GUIDESTAR.ORG OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS SUMMARIES ARE IN OUR YEARLY ANNUAL REPORT. THE CONFLICT OF INTEREST POLICY AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART I, LINE 8, EXPLANATION OF CHANGE IN CONTRIBUTIONS DURING FISCAL YEAR 2023, JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA, INC. RECEIVED A SIGNIFICANT ONE-TIME CONTRIBUTION FROM A SINGLE DONOR, AND THEIR TWO MAJOR EVENTS EXCEEDED THE USUAL LEVEL OF FUNDING.