2024-04-17T10:44:20-05:00 2023-06-30 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2022-07-01 043193575 JUNIOR ACHIEVEMENT OF SOUTHERN MA JUNI 5089976536 128 UNION STREET 304 NEW BEDFORD MA 02740 JEFFREY PELLETIER PRESIDENT & CEO 5089976536 2024-04-17 1 JEFFREY PELLETIER 999009999 1 JOLANTA TUCK CPA P01340068 7813803520 2024-04-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFFREY PELLETIER 128 UNION STREET 304 NEW BEDFORD MA 02740 346789 0 X WWW.JASOUTHERNMA.ORG X 1993 MA JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY. OUR VOLUNTEER-DELIVERED, EXPERIENTIAL PROGRAMS GIVE STUDENTS KNOWLEDGE AND SKILLS IN FINANCIAL LITERACY, WORK READINESS AND ENTREPRENEURSHIP. JUNIOR ACHIEVEMENT HELPS TO ENHANCE THE RELEVANCE OF STUDENTS' CLASSROOM LEARNING AND INCREASE THEIR UNDERSTANDING OF THE VALUE OF STAYING IN AND EXCELLING AT SCHOOL. 27 27 6 132 0 0 554135 345256 0 0 181 197 0 1336 554316 346789 0 0 0 0 289604 251633 0 0 43050 202051 192001 491655 443634 62661 -96845 375832 274600 24397 20010 351435 254590 X JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS IS PART OF THE WORLD'S LARGEST ORGANIZATION DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILL THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE, AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. OUR FINANCIAL LITERACY, WORK READINESS AND ENTREPRENEURSHIP PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASES THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. 0 0 353770 1336 FACILITATED PROGRAMS FOR BUSINESS EDUCATION CONDUCTED 91 LEARNING EXPERIENCES, REACHING 1,674 STUDENTS FOR 8,710 EDUCATIONAL CONTACT HOURS. JUNIOR ACHIEVEMENT ALSO PROVIDES INNOVATIVE FINANCIAL LITERACY, CAREER READINESS AND ENTREPRENEURSHIP PROGRAMS OUTSIDE OF THE CLASSROOM INCLUDING OUR TITAN BUSINESS CHALLENGE PROGRAM FOR HIGH SCHOOL SENIORS WHICH PREPARES THEM FOR SUCCESS IN THE BUSINESS WORLD AND OUR SPARK PROGRAM FOR MIDDLE SCHOOL GIRLS WHICH BUILDS LEADERSHIP SKILLS AND PREPARES THEM TO BE FUTURE ENTREPRENEURS. 353770 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X JEFFREY PELLETIER 5089976536 128 UNION STREET SUITE 304 NEW BEDFORD MA 02740 ANDREW RODRIGUES DIRECTOR 1.00 X 0 0 0 BOBBY BAILEY DIRECTOR 1.00 X 0 0 0 CALVIN ARTERBERRY DIRECTOR 1.00 X 0 0 0 CHRISTINE PERRY EXEC COMMITTEE AT LARGE 2.50 X X 0 0 0 GREGORY O'DONNELL DIRECTOR 1.00 X 0 0 0 JENNIFER POTTER DIRECTOR 1.00 X 0 0 0 JOHN CABRAL DIRECTOR 1.00 X 0 0 0 JOHN LAPOINTE DIRECTOR 1.00 X 0 0 0 KAYLA BOTELHO DIRECTOR 1.00 X 0 0 0 KHERRI-LYNN DONNELLY DIRECTOR 1.00 X 0 0 0 KIMBERLY LIMA DIRECTOR 1.00 X 0 0 0 KRISTEN GAUVIN DIRECTOR 1.00 X 0 0 0 LESLIE POULIN DIRECTOR 1.00 X 0 0 0 MAUREEN SULLIVAN DIRECTOR 1.00 X 0 0 0 MICHAEL CORREIA DIRECTOR 1.00 X 0 0 0 MICHAEL PATACAO CHAIR 2.50 X X 0 0 0 MICHAEL SILVA TREASURER 2.50 X X 0 0 0 NATHAN ARAUJO IMMEDIATE PAST CHAIR 2.50 X X 0 0 0 NICK PAWLOWSKI EXEC COMMITTEE AT LARGE 2.50 X X 0 0 0 PATRICK WALSH DIRECTOR 1.00 X 0 0 0 ROBERT FREGAULT SECRETARY 2.50 X X 0 0 0 SADAF NORD DIRECTOR 1.00 X 0 0 0 SHEILA FARRAGHER DIRECTOR 1.00 X 0 0 0 TIMOTHY BURKE DIRECTOR 1.00 X 0 0 0 VERNON MILES EXEC COMMITTEE AT LARGE 2.50 X X 0 0 0 WAYNE SWENSON DIRECTOR 1.00 X 0 0 0 WILLITTS MENDONCA VICE CHAIR 2.50 X X 0 0 0 JEFFREY PELLETIER PRESIDENT & CEO 40.00 X 76755 0 13669 JACOB MILLER PRESIDENT (JULY - OCT) 40.00 X 10587 0 766 87342 0 14435 0 0 0 0 0 345256 11685 345256 197 197 1336 1336 1336 346789 1336 0 197 116246 87801 13288 15157 113398 113398 3724 3724 18265 16172 897 1196 7595 7595 19647 19647 605 605 18670 16530 917 1223 13015 11524 639 852 11020 9757 541 722 34534 30576 1696 2262 1268 1123 62 83 PROGRAM MATERIALS AND E 65328 63165 927 1236 FUNDRAISING EXPENSES 20319 20319 443634 353770 46814 43050 338484 227700 35000 33800 9246 8166 2348 1080 12020 375832 274600 24397 7814 0 12196 24397 20010 X 273782 159387 77653 95203 351435 254590 375832 274600 -96845 0 X 0 1 X 1 0 X 344353 368308 412400 495233 345256 1965550 344353 368308 412400 495233 345256 1965550 435543 1530007 63 80 138 181 197 659 1336 1336 1967545 0.77760 0.77780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9246 8166 1080 1080 OPERATING LEASE LIABILITY - LONG TERM 3460 OPERATING LEASE LIABILITY - SHORT TERM 8736 12196 X 326470 0 326470 20319 20319 346789 423315 0 423315 20319 20319 443634 PART X, LINE 2: GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR POSSIBLE EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2020 REMAIN OPEN. AS OF JUNE 30, 2023, THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO EXPENSE 20,319. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO EXPENSE 20,319. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S EXECUTIVE COMMITTEE IS TASKED WITH REVIEWING FORM 990 BEFORE IT IS FILED. ONCE THE EXECUTIVE COMMITTEE VOTES TO APPROVE THE FORM 990, IT IS THEN EMAILED TO THE ENTIRE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTITAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S EMPLOYEES ARE AS FOLLOWS: COMPENSATION FOR THE PRESIDENT IS DETERMINED AFTER PRIVATE DELIBERATION BY THE EXECUTIVE COMMITTEE, WHICH INCLUDES VARIOUS PERFORMANCE MEASUREMENTS GENERATED INTERNALLY AND EQUI-COMP STATISTICS PROVIDED EXTERNALLY BY JA USA. COMPENSATION FOR THE PROGRAM COORDINATOR AND THE DIRECTOR OF ADVANCEMENT IS ANALYZED BY THE PRESIDENT, USING VARIOUS PERFORMANCE MEASUREMENTS GENERATED INTERNALLY AND EQUI-COMP STATISTICS PROVIDED EXTERNALLY BY JA USA. THE PRESIDENT RECOMMENDS COMPENSATION FOR THE PROGRAM COORDINATOR AND THE DIRECTOR OF ADVANCEMENTS IN AN EXECUTIVE COMMITTEE MEETING WHERE DISCUSSION RESULTS IN A FINAL DECISION. THE HOURLY WAGES OF PART TIME EMPLOYEES ARE DETERMINED BY THE PRESIDENT AND COMMUNICATED TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ON LINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST.