2025-02-06T00:49:25-06:00 2024-06-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2023-07-01 133031828 JUNIOR ACHIEVEMENT OF NEW YORK INC JUNI 2129070050 200 W 41ST STREET 800 NEW YORK NY 10036 BETTY GARGER PRESIDENT & CEO 2129070050 2025-02-05 1 0 ANGELA M MOORE P00244342 3174648600 2023 2025-03-06 01:10:19Z BETTY GARGER 200 W 41ST STREET 800 NEW YORK NY 10036 3713251 0 1116 X WWW.JANY.ORG X 1929 NY TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 42 42 34 7630 0 0 5806404 3148028 0 0 63156 85468 135093 67270 6004653 3300766 20415 15600 0 0 2427698 2810797 0 0 616511 1474181 1637443 3922294 4463840 2082359 -1163074 6859813 5515225 1330949 1149435 5528864 4365790 X JUNIOR ACHIEVEMENT OF NEW YORK (JA NEW YORK) IS THE LOCAL AFFILIATE OF JUNIOR ACHIEVEMENT USA, THE NATION'S LARGEST ORGANIZATION DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE AND MAKE SMART ACADEMIC AND ECONOMIC CHOICES. OUR MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 0 0 3533072 15600 65988 JUNIOR ACHIEVEMENT OF NEW YORK'S EXPERIENTIAL AND INTERACTIVE PROGRAMS FOCUS ON THREE KEY CONTENT AREAS: WORK-READINESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP. THESE PROGRAMS ARE DELIVERED BY A NETWORK OF BUSINESS AND COMMUNITY VOLUNTEERS. DURING FISCAL YEAR 23-24, MORE THAN 7,630 VOLUNTEERS DELIVERED OUR PROGRAMS TO MORE THAN 88,000 K-12 STUDENTS IN NEW YORK CITY, LONG ISLAND AND THE LOWER HUDSON VALLEY. 3533072 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 34 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X CHRISTOPHER MALIN 2129070077 200 W 41ST STREET - SUITE 800 NEW YORK NY 10036 DAVID FISHMAN TREASURER 1.00 X X 0 0 0 GARY KOZLOWSKI CHAIRMAN 1.00 X X 0 0 0 KEITH PINNIGER BOARD MEMBER 1.00 X 0 0 0 SEY-HYO LEE SECRETARY 1.00 X X 0 0 0 AMY SPRINGSTEEL BOARD MEMBER 1.00 X 0 0 0 ANTHONY BARONE BOARD MEMBER 1.00 X 0 0 0 ANTHONY G VISCOGLIOSI BOARD MEMBER 1.00 X 0 0 0 ANTHONY PAQUETTE BOARD MEMBER 1.00 X 0 0 0 BRIAN INSELBERG BOARD MEMBER 1.00 X 0 0 0 BRIAN VARGA BOARD MEMBER 1.00 X 0 0 0 CANDICE TSE BOARD MEMBER 1.00 X 0 0 0 CATHY VUONG BOARD MEMBER 1.00 X 0 0 0 CHARLES R BORROK BOARD MEMBER 1.00 X 0 0 0 CHRIS ANDERSON BOARD MEMBER 1.00 X 0 0 0 CHUCK IMHOF BOARD MEMBER 1.00 X 0 0 0 CRAIG SOLOFF BOARD MEMBER 1.00 X 0 0 0 CRYSTAL SAMPSON BOARD MEMBER 1.00 X 0 0 0 DANIEL BLEY BOARD MEMBER 1.00 X 0 0 0 FELICIA LA FORGIA BOARD MEMBER 1.00 X 0 0 0 FERNANDO IRAOLA SINCE 12624 BOARD MEMBER 1.00 X 0 0 0 GABRIELLA FITZGERALD BOARD MEMBER 1.00 X 0 0 0 GREG BISHOP UNTIL 102023 BOARD MEMBER 1.00 X 0 0 0 GUNTHER BRIGHT BOARD MEMBER 1.00 X 0 0 0 GUS ORTEGA UNTIL 61324 BOARD MEMBER 1.00 X 0 0 0 JEFF GALLOTTA SINCE 12624 BOARD MEMBER 1.00 X 0 0 0 JOSEPH MURPHY BOARD MEMBER 1.00 X 0 0 0 KURT KURIMSKY BOARD MEMBER 1.00 X 0 0 0 MARIE GALLAGHER BOARD MEMBER 1.00 X 0 0 0 MICHAEL BARTON UNTIL 61324 BOARD MEMBER 1.00 X 0 0 0 NANNETTE MALEBRANCHE BOARD MEMBER 1.00 X 0 0 0 PAUL GRIGGS UNTIL 61324 BOARD MEMBER 1.00 X 0 0 0 PAUL KOMAR BOARD MEMBER 1.00 X 0 0 0 PERVEZ D BAMJI BOARD MEMBER 1.00 X 0 0 0 RAJAI GOODEN SINCE 61324 BOARD MEMBER 1.00 X 0 0 0 RASHMI SINGH SINCE 61324 BOARD MEMBER 1.00 X 0 0 0 ROSA RAMOS KWOK BOARD MEMBER 1.00 X 0 0 0 SCOTT GARTON SINCE 61324 BOARD MEMBER 1.00 X 0 0 0 SCOTT KARNAS BOARD MEMBER 1.00 X 0 0 0 SCOTT LIPSTREAU BOARD MEMBER 1.00 X 0 0 0 SEAN HOUSTON BOARD MEMBER 1.00 X 0 0 0 SHMUEL BULKA BOARD MEMBER 1.00 X 0 0 0 STUART TAUB SINCE 41924 BOARD MEMBER 1.00 X 0 0 0 TOBY SINGH BABA BOARD MEMBER 1.00 X 0 0 0 TYLER SPALDING BOARD MEMBER 1.00 X 0 0 0 VICTOR A MALANGA BOARD MEMBER 1.00 X 0 0 0 YVETTE BAEZ BOARD MEMBER 1.00 X 0 0 0 BETTY GARGER PRESIDENT & CEO 40.00 X 266108 0 15722 CHRISTOPHER MALIN CFO, VP FINANCE & ADMIN 40.00 X 154777 0 16410 STEVEN SHERRICK SR.VP DEVELOPMENT & COMMUNICATIONS 40.00 X 174351 0 17475 595236 0 49607 3 0 1 0 0 873818 907407 1366803 3148028 85468 85468 413767 873818 412485 1282 1282 INCOME FROM JA USA 611710 65988 65988 65988 3300766 65988 0 86750 15600 15600 779000 584250 77900 116850 1550586 1211319 103604 235663 55290 37597 4976 12717 248703 179066 30772 38865 177218 120508 15950 40760 67400 54594 5392 7414 72000 72000 11254 7479 1171 2604 85585 59910 12837 12838 108 108 48509 39292 3881 5336 31470 25491 2517 3462 691552 639197 22044 30311 40799 33047 3264 4488 4503 3648 360 495 3863 3129 309 425 38896 31506 3112 4278 21644 15843 5801 PROGRAM MATERIALS 265274 265274 PROGRAM ADMIN & SUPPORT 253415 205266 20273 27876 EQUIPMENT 1171 948 94 129 4463840 3533072 314257 616511 2019054 260467 2072440 2304926 4662 7140 24221 82811 203002 93083 140990 109919 1519664 1761016 1078782 988946 6859813 5515225 205201 240769 69420 66922 1056328 841744 1330949 1149435 X 4527828 3416536 1001036 949254 5528864 4365790 6859813 5515225 -1163074 0 X 0 1 X 1 0 X 3503238 3359417 3011594 5806404 3148028 18828681 3503238 3359417 3011594 5806404 3148028 18828681 638240 18190441 16230 1235 1945 63156 85468 168034 180490 243094 151413 105344 65988 746329 19743044 0.92140 0.95420 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM FUNDRAISING ACTIVITIES AND JA USA - 2019 AMOUNT: $ 180,490. 2020 AMOUNT: $ 243,094. 2021 AMOUNT: $ 151,413. 2022 AMOUNT: $ 105,344. 2023 AMOUNT: $ 65,988. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 72000 72000 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: JA NEW YORK ENGAGED A GOVERNMENT RELATIONS FIRM TO ENHANCE AWARENESS IN THE PUBLIC SECTOR AND GAIN ACCESS TO PUBLIC FUNDING AND OTHER RESOURCES IN NEW YORK CITY & STATE. 1001036 75218 127000 949254 1046678 90358 136000 1001036 1202603 210174 366099 1046678 940939 338664 77000 1202603 799915 210524 69500 940939 0.00000 0.00000 1.00000 0 0 203002 93083 109919 109919 SECURITY DEPOSITS 227607 RIGHT-OF-USE ASSET 761339 988946 OPERATING LEASE LIABILITY 841744 841744 X 3427796 127030 127030 3300766 0 3300766 4590870 127030 127030 4463840 0 4463840 PART V, LINE 4: THE AMOUNTS IN THE ENDOWMENT FUND WILL BE USED FOR PROGRAM SERVICES. PART X, LINE 2: JA NEW YORK IS A NOT-FOR-PROFIT ORGANIZATION THAT HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN DESIGNATED AS AN ORGANIZATION, WHICH IS NOT A PRIVATE FOUNDATION. JA NEW YORK RECOGNIZES THE IMPACT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. INCOME GENERATED FROM ACTIVITIES UNRELATED TO JA NEW YORK'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAX UNDER INTERNAL REVENUE CODE SECTION 511. JA NEW YORK DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME TAX LIABILITY FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. JA NEW YORK EVALUATES, ON AN ANNUAL BASIS, THE EFFECTS OF ANY UNCERTAIN TAX POSITIONS ON ITS FINANCIAL STATEMENTS. AS OF JUNE 30, 2024, AND 2023, JA NEW YORK HAS NOT IDENTIFIED OR PROVIDED FOR ANY SUCH POSITIONS. BAT 596634 457307 139327 138392 GALA 437097 301968 135129 159707 3 253854 114543 139311 103861 10525 1287585 873818 413767 401960 10525 412485 1282 0 AWARDS 11 15600 SCHEDULE I PART I, LINE 2 GRANTS ARE MADE TO JA NEW YORK. FUNDING FOR THE GRANTS ARE PROVIDED BY DONORS WHO MAY PLACE RESTRICTIONS ON THE USE OF THE MONIES. GRANT USAGE REQUIREMENTS VARY BY DONOR. THE REPORTING REQUIRED IS SUBMITTED TO THE ORGANIZATIONS GRANT STEWARD OR DIRECTLY TO THE DONOR. SCHEDULE I, PART III: JA NEW YORK PROVIDED A $10,000 SCHOLARSHIP IN THE FORM OF A CASH AWARD TO THE JA NEW YORK STUDENT OF THE YEAR WHO IS A RISING STAR AND BUSINESS LEADER OF TOMORROW, $1,000 GRANTS IN THE FORM OF CASH AWARDS TO FOUR STUDENTS OF THE YEAR FINALISTS, $500 GRANTS IN THE FORM OF CASH TO ONE HIGH SCHOOL HERO ESSAY CONTEST WINNTERS, $250 TO FOUR STUDENTS AND $100 TO ONE FINALIST RUNNER UP. X X X 0 0 0 0 0 0 0 0 0 BETTY GARGER PRESIDENT & CEO 266108 0 0 0 0 0 0 0 15722 0 281830 0 0 0 STEVEN SHERRICK SR.VP DEVELOPMENT & COMMUNICATIONS 174351 0 0 0 0 0 0 0 17475 0 191826 0 0 0 CHRISTOPHER MALIN CFO, VP FINANCE & ADMIN 154777 0 0 0 0 0 0 0 16410 0 171187 0 0 0 PART I, LINE 3 THE COMPENSATION OF JA NEW YORK'S PRESIDENTS & CHIEF EXECUTIVE OFFICERS AND SENIOR VICE PRESIDENTS, DEVELOPMENT & COMMUNICATIONS WAS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PURSUANT TO AUTHORITY SPECIFICALLY DELEGATED TO IT BY JA NEW YORK'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION DATA FOR COMPARABLE JUNIOR ACHIEVEMENT AREAS AND RECOMMENDATIONS FROM A COMPENSATION STUDY COMMISSIONED BY JUNIOR ACHIEVEMENT USA, THE UMBRELLA ORGANIZATION THAT AUTHORIZES ALL JUNIOR ACHIEVEMENT AREAS TO OPERATE. THE DECISIONS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED WITH THE JA NEW YORK AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN PROVIDED AN OVERVIEW OF THE FORM 990 TO THE JA NEW YORK BOARD OF DIRECTORS. THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE JA NEW YORK BOARD IN ELECTRONIC FORMAT PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C JA NEW YORK PROVIDES EACH NEW DIRECTOR AND NEW EMPLOYEE WITH A COPY OF JA NEW YORK'S WRITTEN CONFLICT OF INTEREST POLICY AND REQUIRES THEM TO COMPLETE AN ACKNOWLEDGEMENT DECLARING ANY POTENTIAL CONFLICT OR ACKNOWLEDGING THAT THERE ARE NONE. IN ADDITION, JA NEW YORK CIRCULATES ANNUALLY IN JANUARY OF EACH YEAR THE CONFLICT OF INTEREST POLICY TO EACH DIRECTOR AND EMPLOYEE AND REQUIRES THEM TO COMPLETE AN ACKNOWLEDGMENT DECLARING ANY POTENTIAL CONFLICT OR ACKNOWLEDGING THAT THERE ARE NONE. THE CONFLICT OF INTEREST ACKNOWLEDGEMENTS ARE REVIEWED BY AN OFFICER OF JA NEW YORK. COMPLIANCE QUESTIONS FOR JA NEW YORK EMPLOYEES ARE REFERRED TO THE JA NEW YORK PRESIDENT. COMPLIANCE QUESTIONS PERTAINING TO THE JA NEW YORK PRESIDENT OR A JA NEW YORK BOARD MEMBER ARE REFERRED TO THE JA NEW YORK BOARD CHAIR. COMPLIANCE QUESTIONS PERTAINING TO THE JA NEW YORK BOARD CHAIR AND COMPLIANCE QUESTIONS THAT CANNOT BE RESOLVED AT THE JA NEW YORK LEVEL ARE REFERRED TO THE JUNIOR ACHIEVEMENT USA, INC. EXECUTIVE VICE PRESIDENT OR HIS OR HER DESIGNEE FOR REVIEW. CONSISTENT WITH THE NEW YORK NFPCL, JA NEW YORK DOES NOT COUNT THE VOTES OF MEMBERS OF THE BOARD OF DIRECTORS WITH AN INTEREST IN A CONTRACT OR TRANSACTION INVOLVING JA NEW YORK IN DETERMINING IF THE REQUIRED VOTE OF THE BOARD OF DIRECTORS HAD BEEN OBTAINED TO APPROVE SUCH CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF JA NEW YORK'S PRESIDENT (CHIEF EXECUTIVE OFFICER) IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PURSUANT TO AUTHORITY SPECIFICALLY DELEGATED TO IT BY JA NEW YORK'S BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION DATA FOR COMPARABLE JUNIOR ACHIEVEMENT AREAS AND RECOMMENDATIONS FROM A COMPENSATION STUDY COMMISSIONED BY JUNIOR ACHIEVEMENT USA, INC., THE UMBRELLA ORGANIZATION THAT AUTHORIZES ALL JUNIOR ACHIEVEMENT AREA ORGANIZATIONS TO OPERATE IN THEIR AREAS. THE DECISIONS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY. THIS PROCESS WAS LAST PERFORMED FOR THE 2023-2024 FISCAL YEAR. THE EXECUTIVE COMMITTEE ALSO PERFORMED A REVIEW OF THE COMPENSATION OF JA NEW YORK'S CHIEF FINANCIAL OFFICER FOR THE 2023-2024 FISCAL YEAR SIMILAR TO THE REVIEW OF THE COMPENSATION OF THE PRESIDENT DESCRIBED IN RESPONSE TO PART VI, ITEM 15A ABOVE. FORM 990, PART VI, SECTION C, LINE 19 JA NEW YORK MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. JA NEW YORK'S FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON ITS WEBSITE, WWW.NEWYORK.JA.ORG