2025-05-12T12:43:25-05:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 846009223 JUNIOR ACHIEVEMENT OF SOUTHERN COLORADO INC JUNI 7196362474 611 N WEBER ST 201 COLORADO SPRINGS CO 80904 ANGELA ROE WOOD PRESIDENT & CEO 7196362474 2025-05-12 1 1 LISA BURKE P00220718 8169455500 2025-05-12 2023 2025-03-06 01:10:19Z ANGELA ROE WOOD 611 N WEBER ST 201 COLORADO SPRINGS CO 80904 656976 0 1116 X SOCO.JA.ORG X 1955 CO JA SOCO EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS THROUGH VOLUNTEER-DELIVERED PROGRAMS. 22 22 16 817 0 0 841326 570774 0 0 9026 41378 2010 -4767 852362 607385 0 0 0 0 482999 571645 0 0 169183 295446 398121 778445 969766 73917 -362381 1865942 1632036 106935 200869 1759007 1431167 JA SOCO IS DEDICATED TO UNLOCKING THE POTENTIAL WITHIN EACH YOUNG INDIVIDUAL BY PROVIDING FREE, HIGH-QUALITY EDUCATIONAL PROGRAMS THAT MERGE ACADEMIC LEARNING WITH REAL WORLD ECONOMIC PRINCIPLES AND FINANCIAL LITERACY. 0 0 657079 JA SOCO EXPANDED ITS REACH BY 25.3%, SERVING 19,938 STUDENTS, 53.9% OF WHOM FACE ECONOMIC HARDSHIPS, AS INDICATED BY THEIR QUALIFICATION FOR FREE OR REDUCED LUNCH. OUR ZERO-COST POLICY ENSURES THAT ALL STUDENTS CAN EXPERIENCE JA PROGRAMS, REGARDLESS OF FINANCIAL CIRCUMSTANCES. IN PARTNERSHIP WITH 638 EDUCATORS AND 817 DEDICATED VOLUNTEERS WHO PROVIDED 97,369 HOURS OF MENTORSHIP, WE CONNECTED LOCAL SCHOOLS WITH AN ADDITIONAL $3.4M IN COMMUNITY RESOURCES, CALCULATED AT THE NATIONAL ESTIMATED HOURLY RATE OF $35 PER VOLUNTEER HOUR. THIS CONTRIBUTION, IN ADDITION TO OUR OPERATING BUDGET FUNDED BY COMMUNITY, CORPORATE, AND FOUNDATION PARTNERS, DEMONSTRATES THE STRENGTH OF COMMUNITY SUPPORT IN AMPLIFYING EDUCATIONAL IMPACT AND EMPOWERING YOUNG PEOPLE ACROSS GREATER COLORADO TO LEAD ADULT LIVES FULL OF CHOICE AND OPPORTUNITY. 657079 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 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 6 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CO X THE ORGANIZATION 7196362474 611 N WEBER ST 201 COLORADO SPRINGS CO 80904 BECKY FULLER CHAIR 2.00 X X 0 0 0 ROD DORSEY TREASURER 2.00 X X 0 0 0 JOANNA ABROT DIRECTOR 1.00 X 0 0 0 DAN APRICIO DIRECTOR 1.00 X 0 0 0 GITTY BETTS DIRECTOR 1.00 X 0 0 0 DR WENDY BIRHANZEL DIRECTOR 1.00 X 0 0 0 TOM CALVIN DIRECTOR 1.00 X 0 0 0 DAVID COLBURN DIRECTOR 1.00 X 0 0 0 ALEX COOKE DIRECTOR 1.00 X 0 0 0 LINDY DAHL DIRECTOR 1.00 X 0 0 0 MATT DAVIS DIRECTOR 1.00 X 0 0 0 JAMES JENNINGS DIRECTOR 1.00 X 0 0 0 KARIN KOVALOVSKY DIRECTOR 1.00 X 0 0 0 JONATHAN LIEBERT DIRECTOR 1.00 X 0 0 0 RITA NICHOLSON DIRECTOR 1.00 X 0 0 0 ANDY OYLER DIRECTOR 1.00 X 0 0 0 RANDY REYNOLDS DIRECTOR 1.00 X 0 0 0 NIK ROBINETTE DIRECTOR 1.00 X 0 0 0 BARRY STRAUB DIRECTOR 1.00 X 0 0 0 GREG TABOR DIRECTOR 1.00 X 0 0 0 MATTHEW TELLES DIRECTOR 1.00 X 0 0 0 BOB WALLA DIRECTOR 1.00 X 0 0 0 KASIA KING DIRECTOR (TERM END 3/2024) 1.00 X 0 0 0 ANGELA ROE WOOD PRESIDENT & CEO 40.00 X 91224 0 26889 91224 0 26889 0 0 0 0 0 10000 136861 31615 392298 570774 41378 41378 42354 136861 49570 -7216 -7216 2470 21 2449 2449 607385 0 0 36611 142777 71388 28556 42833 359569 241475 52932 65162 3656 3258 291 107 27591 20042 3596 3953 38052 23973 6088 7991 57627 14407 28813 14407 29639 12745 9188 7706 36898 19218 4818 12862 5368 3382 859 1127 34960 22024 5594 7342 12417 12417 24473 23927 277 269 88702 88702 26124 26124 3793 3793 PROGRAM MATERIALS 66784 66784 11336 3420 2492 5424 969766 657079 143504 169183 736941 14644 769401 1111567 81808 141336 12849 4660 86601 63328 42542 23273 185765 225187 36636 111369 1865942 1632036 48420 53848 22751 33375 35764 113646 106935 200869 X 1567835 1303617 191172 127550 1759007 1431167 1865942 1632036 -362381 34541 0 X 0 0 0 X 488574 547547 569162 841326 570774 3017383 488574 547547 569162 841326 570774 3017383 530779 2486604 8381 1240 4510 9026 41378 64535 3081918 5610 0.80680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 86601 63328 23273 23273 DEPOSITS 1780 RIGHT-OF-USE ASSETS 109589 111369 LEASE LIABILITIES 113646 113646 GALA 63617 42621 20996 16040 4956 2936 ROCK N BOWL 60097 54657 5440 5440 1835 2 55501 39583 15918 13488 2430 2445 179215 136861 42354 34968 7386 7216 49570 -7216 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SO ELECTED SHALL INCLUDE THE BOARD CHAIR, CHAIR ELECT, VICE CHAIR OF FINANCE (TREASURER), VICE CHAIR OF HUMAN RESOURCES, VICE CHAIR STRATEGIC PLANNING & INVESTMENTS, CORPORATE SECRETARY, IMMEDIATE PAST CHAIR AND VICE CHAIRS AT LARGE. THE PRESIDENT SHALL SERVE AS AN EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL POSSESS AND MAY EXERCISE ALL THE POWERS AND FUNCTIONS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE AFFAIRS OF THE ORGANIZATION IN ALL CASES IN WHICH SPECIFIC DIRECTION SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF DIRECTORS. ALL DECISIONS OF THE EXECUTIVE COMMITTEE SHALL BE RATIFIED AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST REVIEWED AND APPROVED BY THE AUDIT COMMITTEE THEN PRESENTED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THAT ALL EMPLOYEES, BOARD MEMBERS, AND/OR COMMITTEE MEMBERS DISCLOSE ANY POSSIBLE CONFLICT OF INTEREST UPON SIGNING THE CONFLICT-OF-INTEREST DOCUMENT AND IMMEDIATELY THEREAFTER SHOULD ANY SITUATION EVOLVE THAT MIGHT BE CONSIDERED A POSSIBLE CONFLICT OF INTEREST. SUCH CONFLICTS WILL BE REVIEWED BY THE AREA CHAIR OF THE AUDIT COMMITTEE AND SHOULD ACTION BE REQUIRED, WILL BE REPORTED TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT & CEO'S SALARY IS SET BY THE COMPENSATION AND REVIEW COMMITTEE COMPRISED OF THE CURRENT BOARD CHAIR, THE CHAIR ELECT, AND THE IMMEDIATE PAST CHAIR. THE COMMITTEE SHALL FOLLOW GUIDELINES PUBLISHED ANNUALLY BY JUNIOR ACHIEVEMENT USA WHICH AT THIS TIME IS EQUI-COMP. THE APPROVED SALARY AND BENEFITS ARE THEN PRESENTED IN AGGREGATE IN THE ANNUAL BUDGET FOR APPROVAL BY THE EXECUTIVE COMMITTEE AND THEN RATIFIED BY THE BOARD OF DIRECTORS OF JUNIOR ACHIEVEMENT OF SOUTHERN COLORADO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.