2025-05-15T17:10:26-04:00 2024-06-30 870516083 LARSON & COMPANY PC 11240 S RIVER HEIGHTS DR STE 300 SOUTH JORDAN UT 840955123 990 2023-07-01 870225875 JUNIOR ACHIEVEMENT OF UTAH & IDAHO JUNI 8013555252 515 SOUTH 700 EAST STE 1C SALT LAKE CITY UT 84102 CHRISTY TRIBE PRESIDENT & CEO 8013555252 2025-05-14 true false RICHARD SCORESBY CPA P00573067 8013131900 2025-05-14 2023 2025-03-06 01:10:19Z X X X CHRISTY TRIBE 515 SOUTH 700 EAST STE 1C SALT LAKE CITY UT 84102 3109709 false X WWW.JA-UTAH.ORG X 1956 UT TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 79 78 44 9841 0 4303165 2541829 238666 350545 7121 62298 64822 40315 4613774 2994987 0 0 1389241 1688941 0 390858 1460534 1751089 2849775 3440030 1763999 -445043 10496563 9732664 308872 164066 10187691 9568598 X TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY VIA PARTNERSHIPS WITH BUSINESS, SCHOOLS AND VOLUNTEERS. TO TEACH KEY CONCEPTS OF WORK READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY. false false 2656261 350545 AT JUNIOR ACHIEVEMENT, WE BELIEVE IN POSSIBILITIES. BY BUILDING A WIDE RANGE OF SKILLS AND NURTURING SELF-BELIEF THROUGH VOLUNTEERS SERVING AS MENTORS, JUNIOR ACHIEVEMENT PREPARES YOUNG PEOPLE FOR THE FUTURE OF WORK, TEACHES THEM HOW TO THINK ENTREPRENEURIALLY, AND ENSURES THEY HAVE THE TOOLS TO BE FINANCIALLY CAPABLE ADULTS. OUR MISSION IS TO EMPOWER YOUNG PEOPLE TO DISCOVER THEIR PURPOSE. WE HELP STUDENTS CONNECT WHAT THEYRE LEARNING IN SCHOOL WITH LIFE OUTSIDE THE CLASSROOM. WE FACILITATE A DEEPER UNDERSTANDING OF HOW THE WORLD WORKS, ENCOURAGE OUR YOUTH TO INVEST IN THEIR FUTURES, AND INSPIRE THEM TO FOLLOW THEIR DREAMS. JUNIOR ACHIEVEMENTS IN-CLASS PROGRAMS ARE INNOVATIVE, HANDS-ON LEARNING EXPERIENCES THAT EQUIP STUDENTS WITH THE SKILLS THEY NEED TO SUCCEED IN THE WORKFORCE AND IN LIFE. THE CURRICULUM IS FOCUSED ON FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORK READINESS AND IS FACILITATED BY VOLUNTEERS WHO MENTOR, INSPIRE, AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THESE VOLUNTEERS COME FROM ALL WALKS OF LIFE; THEY ARE COMMUNITY MEMBERS, PARENTS, BUSINESS LEADERS, RETIREES, AND COLLEGE STUDENTS AND WE KNOW THE CONNECTION WITH THEM IS MAKING THE DIFFERENCE, ESPECIALLY TO OUR MOST AT- RISK STUDENTS. A RECENT JA ALUMNI STUDY REPORTS 56% OF OUR ALUMNI HAVE WORKED OR ARE CURRENTLY WORKING IN THE SAME FIELD AS ONE OF THEIR JA VOLUNTEERS. JUNIOR ACHIEVEMENT'S PROGRAMS ARE ESPECIALLY IMPACTFUL TO OUR AT-RISK STUDENTS WHO SELDOM SEE THE VARIOUS CAREER OPPORTUNITIES AVAILABLE TO THEM IN THEIR FUTURE. THE SPENCER F. ECCLES JA CITY IN SALT LAKE HAS SERVED STUDENTS SINCE 2007, AND WE ARE PLEASED TO ANNOUNCE THAT WE OPENED A SECOND LOCATION, WOODBURY JA CITY IN OREM, IN THE SPRING OF 2023. TOGETHER, THE TWO JA CITIES HOST OVER 19,000 FIFTH AND EIGHTH GRADE STUDENTS ANNUALLY AND ARE EACH HOME TO STOREFRONTS AND KIOSKS SPONSORED BY LOCAL BUSINESSES. EACH JA CITY IS A 10,000 SQUARE FOOT LEARNING FACILITY, AND STUDENTS BRING THESE SPACES TO LIFE AS THEY LEARN ABOUT 21ST CENTURY SKILLS INCLUDING CRITICAL THINKING, COLLABORATION, CREATIVITY, PROBLEM SOLVING, FINANCIAL LITERACY, AND COMMUNICATION, BOTH FROM A BUSINESS AND PERSONAL PERSPECTIVE. JA CITY HOSTS TWO VIBRANT EXPERIENCES: JA BIZTOWN AND JA FINANCE PARK. THE JA BIZTOWN INTERACTIVE PROGRAM CREATES AN UNMATCHED EXPERIENCE WHERE FIFTH GRADE STUDENTS PARTICIPATE IN A SIMULATED ECONOMY AND TAKE ON THE CHALLENGE OF OPERATING A BUSINESS. STUDENTS NOT ONLY LEARN THE INTRICACIES OF BEING A PROFESSIONAL AND MEMBER OF THE COMMUNITY, BUT ALSO DISCOVER THE ABUNDANCE OF OPPORTUNITIES AVAILABLE WITHIN THEIR CITY. AT JA FINANCE PARK, STUDENTS HAVE THE RARE OPPORTUNITY TO EXPERIENCE THEIR PERSONAL FINANCIAL FUTURES FIRST-HAND. EIGHTH GRADE STUDENTS ARE GIVEN A PERSONAL SCENARIO IN AN IMMERSIVE SIMULATION THAT ENABLES THEM TO DEVELOP SKILLS TO SUCCESSFULLY NAVIGATE OUR COMPLEX ECONOMIC ENVIRONMENT AND DISCOVER HOW DECISIONS MADE TODAY CAN IMPACT TOMORROW AND A LIFETIME. JUNIOR ACHIEVEMENT OF UTAH AND JUNIOR ACHIEVEMENT OF IDAHO JOINED IN 2022, AND TOGETHER THEY ARE COMMITTED TO PROVIDING QUALITY EDUCATION TO UTAHS AND IDAHOS STUDENTS. 2656261 true true false false false false false false false false true false false false true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 12 0 true 44 true false false false false false true true false false false false false false X 79 78 false false true false false true false true true false false false true true true true true true false false UT X X MICHELE GARRIGUES 8013555252 515 SOUTH 700 EAST STE 1C SALT LAKE CITY UT 84102 CHRISTY TRIBE PRESIDENT & 40.00 X X 202551 0 9950 KRISTY KNECHT COO 35.00 X 102240 0 14030 JAIME ARGYLE CDO 40.00 X 99252 0 4937 KEVIN GRIMMETT CFO 20.00 X 74220 0 0 BRETT ANDERSON DIRECTOR 1.00 X 0 0 0 NATHAN ANDERSON DIRECTOR 1.00 X 0 0 0 TOMMY AUGER DIRECTOR 1.00 X 0 0 0 JOSH BAXTER DIRECTOR 1.00 X 0 0 0 LESLIE BELL DIRECTOR 1.00 X 0 0 0 TRAVIS BETENSON DIRECTOR 1.00 X 0 0 0 CLINT BETTS DIRECTOR 1.00 X 0 0 0 AARON BLANKENSTEIN DIRECTOR 1.00 X 0 0 0 THOMAS BRADY DIRECTOR 1.00 X 0 0 0 VANCE CHECKETTS PAST CHAIR 1.00 X X 0 0 0 MIKE CHRISTENSEN DIRECTOR 1.00 X 0 0 0 PHIL COFIELD DIRECTOR 1.00 X 0 0 0 WILLIAM COMEAU DIRECTOR 1.00 X 0 0 0 JENNIFER COVINGTON DIRECTOR 1.00 X 0 0 0 JANE ANN CRAIG DIRECTOR 1.00 X 0 0 0 NICOLE CUSHING DIRECTOR 1.00 X 0 0 0 STEVE DALY BOARD CHAIR 1.00 X X 0 0 0 BRIAN EPPERSON DIRECTOR 1.00 X 0 0 0 DUSTIN EVANS DIRECTOR 1.00 X 0 0 0 MARK FJELDSTED DIRECTOR 1.00 X 0 0 0 BRINTON FRISBY DIRECTOR 1.00 X 0 0 0 BRANDON FUGAL DIRECTOR 1.00 X 0 0 0 BILL GALLAGHER DIRECTOR 1.00 X 0 0 0 LANDEN GARNER DIRECTOR 1.00 X 0 0 0 ANITA GARRETT DIRECTOR 1.00 X 0 0 0 ANTHONY GODFREY DIRECTOR 1.00 X 0 0 0 TERRY GRANT DIRECTOR 1.00 X 0 0 0 KIM HANNAY DIRECTOR 1.00 X 0 0 0 LINDA HOWELL DIRECTOR 1.00 X 0 0 0 WAYNE CEDERHOLM III DIRECTOR 1.00 X 0 0 0 DAVE JACOBS DIRECTOR 1.00 X 0 0 0 MICAH JOHNSTON DIRECTOR 1.00 X 0 0 0 SEAN JOLLEY DIRECTOR 1.00 X 0 0 0 KORRY KIEFFER DIRECTOR 1.00 X 0 0 0 ANGELA KRAMER DIRECTOR 1.00 X 0 0 0 TIM LAUKKA DIRECTOR 1.00 X 0 0 0 JON LIECHTY DIRECTOR 1.00 X 0 0 0 PAUL LUDLOW DIRECTOR 1.00 X 0 0 0 VICTORIA LUMAN DIRECTOR 1.00 X 0 0 0 RYAN MARTIN DIRECTOR 1.00 X 0 0 0 DENNIS MCDOWELL DIRECTOR 1.00 X 0 0 0 HUGH MEADOWS DIRECTOR 1.00 X 0 0 0 STEVEN MORRISON DIRECTOR 1.00 X 0 0 0 RICHARD NELSON DIRECTOR 1.00 X 0 0 0 MARLO OAKS DIRECTOR 1.00 X 0 0 0 CHRIS OKAWA DIRECTOR 1.00 X 0 0 0 RON OSTLER DIRECTOR 1.00 X 0 0 0 SHAWN PACKARD DIRECTOR 1.00 X 0 0 0 BRANDT PAGE DIRECTOR 1.00 X 0 0 0 BRACKEN PALMER DIRECTOR 1.00 X 0 0 0 CHRISTI PALMER DIRECTOR 1.00 X 0 0 0 GAVIN PAYNE DIRECTOR 1.00 X 0 0 0 CHANCE PENNINGTON DIRECTOR 1.00 X 0 0 0 ALYSA PETERSON DIRECTOR 1.00 X 0 0 0 KATHYANN PLAYER DIRECTOR 1.00 X 0 0 0 JASON PRICE DIRECTOR 1.00 X 0 0 0 CHARLES PUGH DIRECTOR 1.00 X 0 0 0 BRADY RASMUSSEN DIRECTOR 1.00 X 0 0 0 SCOTT RICE DIRECTOR 1.00 X 0 0 0 SCOTT SCHMIDT DIRECTOR 1.00 X 0 0 0 ROBERT SCOTT DIRECTOR 1.00 X 0 0 0 BRAD SHAFER DIRECTOR 1.00 X 0 0 0 JEFF SMITH DIRECTOR 1.00 X 0 0 0 LORI SMITH DIRECTOR 1.00 X 0 0 0 WILLIAM SPENCER DIRECTOR 1.00 X 0 0 0 DAVID STAHL DIRECTOR 1.00 X 0 0 0 JASON STERZER DIRECTOR 1.00 X 0 0 0 MICHAEL STEVENS DIRECTOR 1.00 X 0 0 0 LOGAN STUCKI DIRECTOR 1.00 X 0 0 0 JEREMY TOYAMA DIRECTOR 1.00 X 0 0 0 SEAN TUTTLE DIRECTOR 1.00 X 0 0 0 ROBERT WALKER DIRECTOR 1.00 X 0 0 0 MELISSA WANK DIRECTOR 1.00 X 0 0 0 LIZ WARNER DIRECTOR 1.00 X 0 0 0 SCOTT WEST DIRECTOR 1.00 X 0 0 0 STEPHANIE WHITE DIRECTOR 1.00 X 0 0 0 BEN WISEMAN DIRECTOR 1.00 X 0 0 0 MCKELL WITHERS DIRECTOR 1.00 X 0 0 0 478263 28917 2 false true false 21348 27500 2492981 2541829 JA CITY PROGRAM REVENUE 453000 350545 350545 350545 62298 62298 150807 21348 114722 36085 36085 MISCELLANEOUS REVENUE 900099 4230 4230 4230 2994987 354775 98383 542553 348818 93480 100255 966191 619631 166551 180009 20197 13517 3453 3227 42335 28334 7237 6764 117665 78749 20115 18801 34286 34286 16004 6076 2458 7470 21880 6032 263 15585 132309 91927 25948 14434 292591 279573 6733 6285 29247 23781 1278 4188 18272 1947 14788 1537 427729 419704 3497 4528 47344 45968 438 938 EDUCATIONAL MATERIALS 419331 419331 DIRECT BENEFITS TO DONORS 180058 180058 PROGRAM & SUPPORT FEES 132038 92815 12386 26837 3440030 2656261 392911 390858 2951193 2286864 407379 1208504 3094536 2496324 125411 73513 33258 26640 4607534 1296960 3541090 3310574 272969 308392 70727 21853 10496563 9732664 227107 89161 10000 52800 71765 22105 308872 164066 X 5741198 5911713 4446493 3656885 10187691 9568598 10496563 9732664 -445043 5332 -179382 X false true X true false X 3565134 2818960 3384165 4303165 2541829 16613253 3565134 2818960 3384165 4303165 2541829 16613253 3559949 13053304 395 4606 7689 7121 62298 82109 80839 28169 127205 138845 150807 525865 17221227 998528 0.75800 0.75570 X PART II, LINE 10 OTHER INCOME 375,058 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3295028 560920 2734108 1312506 736040 576466 3310574 LEASE LIABILITY 22105 22105 X 3278192 5332 277873 283205 2994987 2994987 3897285 457255 457255 3440030 3440030 SCHEDULE D, PAGE 3, PART X THE FASB HAS PROVIDED GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, AND DISCLOSED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATIONS TAX POSITIONS AND DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. GENERALLY, THE ORGANIZATIONS TAX FILINGS REMAIN SUBJECT TO EXAMINATION FOR THREE YEARS FROM THE DATE FILED. INSPIRE EVENT 80500 80500 1530 26064 GOLF TOURNAMENT 52370 21348 31022 581 6656 21977 538 5607 2 39285 39285 526 3958 675 20125 26485 172155 21348 150807 2637 10614 22652 20663 58156 114722 36085 X X X false false false false false false false true false CHRISTY TRIBE PRESIDENT & CEO 202551 9950 212501 SCHEDULE J, PAGE 1, PART I, LINE 7 BONUSES WERE PAID BASED ON EMPLOYEE EVALUATIONS AND PERFORMANCE. FORM 990, PAGE 1, ITEM B THIS AMENDED RETURN IS BEING FILED TO CORRECT A REPORTING ERROR REFLECTED ON THE ORIGINALLY FILED 2023 RETURN. 180,058 OF EXPENSES THAT WERE ORIGINALLY CATEGORIZED ON PART IX, LINE 24B AS FUNDRAISING EXPENSES IN COLUMN D ARE NOW PROPERLY CATEGORIZED AS PROGRAM EXPENSES IN COLUMN B. THE TOTAL PROGRAM EXPENSES ON PART III, LINE 4A WERE ALSO INCREASED TO REFLECT THIS CHANGE. FORM 990, PAGE 2, PART III, LINE 4A AT JUNIOR ACHIEVEMENT, WE BELIEVE IN POSSIBILITIES. BY BUILDING A WIDE RANGE OF SKILLS AND NURTURING SELF-BELIEF THROUGH VOLUNTEERS SERVING AS MENTORS, JUNIOR ACHIEVEMENT PREPARES YOUNG PEOPLE FOR THE FUTURE OF WORK, TEACHES THEM HOW TO THINK ENTREPRENEURIALLY, AND ENSURES THEY HAVE THE TOOLS TO BE FINANCIALLY CAPABLE ADULTS. OUR MISSION IS TO EMPOWER YOUNG PEOPLE TO DISCOVER THEIR PURPOSE. WE HELP STUDENTS CONNECT WHAT THEYRE LEARNING IN SCHOOL WITH LIFE OUTSIDE THE CLASSROOM. WE FACILITATE A DEEPER UNDERSTANDING OF HOW THE WORLD WORKS, ENCOURAGE OUR YOUTH TO INVEST IN THEIR FUTURES, AND INSPIRE THEM TO FOLLOW THEIR DREAMS. JUNIOR ACHIEVEMENTS IN-CLASS PROGRAMS ARE INNOVATIVE, HANDS-ON LEARNING EXPERIENCES THAT EQUIP STUDENTS WITH THE SKILLS THEY NEED TO SUCCEED IN THE WORKFORCE AND IN LIFE. THE CURRICULUM IS FOCUSED ON FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORK READINESS AND IS FACILITATED BY VOLUNTEERS WHO MENTOR, INSPIRE, AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THESE VOLUNTEERS COME FROM ALL WALKS OF LIFE; THEY ARE COMMUNITY MEMBERS, PARENTS, BUSINESS LEADERS, RETIREES, AND COLLEGE STUDENTS AND WE KNOW THE CONNECTION WITH THEM IS MAKING THE DIFFERENCE, ESPECIALLY TO OUR MOST AT- RISK STUDENTS. A RECENT JA ALUMNI STUDY REPORTS 56% OF OUR ALUMNI HAVE WORKED OR ARE CURRENTLY WORKING IN THE SAME FIELD AS ONE OF THEIR JA VOLUNTEERS. JUNIOR ACHIEVEMENT'S PROGRAMS ARE ESPECIALLY IMPACTFUL TO OUR AT-RISK STUDENTS WHO SELDOM SEE THE VARIOUS CAREER OPPORTUNITIES AVAILABLE TO THEM IN THEIR FUTURE. THE SPENCER F. ECCLES JA CITY IN SALT LAKE HAS SERVED STUDENTS SINCE 2007, AND WE ARE PLEASED TO ANNOUNCE THAT WE OPENED A SECOND LOCATION, WOODBURY JA CITY IN OREM, IN THE SPRING OF 2023. TOGETHER, THE TWO JA CITIES HOST OVER 19,000 FIFTH AND EIGHTH GRADE STUDENTS ANNUALLY AND ARE EACH HOME TO STOREFRONTS AND KIOSKS SPONSORED BY LOCAL BUSINESSES. EACH JA CITY IS A 10,000 SQUARE FOOT LEARNING FACILITY, AND STUDENTS BRING THESE SPACES TO LIFE AS THEY LEARN ABOUT 21ST CENTURY SKILLS INCLUDING CRITICAL THINKING, COLLABORATION, CREATIVITY, PROBLEM SOLVING, FINANCIAL LITERACY, AND COMMUNICATION, BOTH FROM A BUSINESS AND PERSONAL PERSPECTIVE. JA CITY HOSTS TWO VIBRANT EXPERIENCES: JA BIZTOWN AND JA FINANCE PARK. THE JA BIZTOWN INTERACTIVE PROGRAM CREATES AN UNMATCHED EXPERIENCE WHERE FIFTH GRADE STUDENTS PARTICIPATE IN A SIMULATED ECONOMY AND TAKE ON THE CHALLENGE OF OPERATING A BUSINESS. STUDENTS NOT ONLY LEARN THE INTRICACIES OF BEING A PROFESSIONAL AND MEMBER OF THE COMMUNITY, BUT ALSO DISCOVER THE ABUNDANCE OF OPPORTUNITIES AVAILABLE WITHIN THEIR CITY. AT JA FINANCE PARK, STUDENTS HAVE THE RARE OPPORTUNITY TO EXPERIENCE THEIR PERSONAL FINANCIAL FUTURES FIRST-HAND. EIGHTH GRADE STUDENTS ARE GIVEN A PERSONAL SCENARIO IN AN IMMERSIVE SIMULATION THAT ENABLES THEM TO DEVELOP SKILLS TO SUCCESSFULLY NAVIGATE OUR COMPLEX ECONOMIC ENVIRONMENT AND DISCOVER HOW DECISIONS MADE TODAY CAN IMPACT TOMORROW AND A LIFETIME. JUNIOR ACHIEVEMENT OF UTAH AND JUNIOR ACHIEVEMENT OF IDAHO JOINED IN 2022, AND TOGETHER THEY ARE COMMITTED TO PROVIDING QUALITY EDUCATION TO UTAHS AND IDAHOS STUDENTS. FORM 990, PAGE 6, PART VI, LINE 4 DURING THE YEAR, THE ORGANIZATION AMENDED AND RESTATED ITS BYLAWS TO CHANGE THE ORGANIZATION'S NAME TO JUNIOR ACHIEVEMENT OF UTAH & IDAHO. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS MAY ELECT OTHER INDIVIDUALS TO SERVE ON THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 11B THE CEO AND MEMBERS OF THE AUDIT COMMITTEE OFFICIALLY REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED. A COPY OF THE FORM 990 IS AVAILABLE UPON REQUEST TO THE EXECUTIVE COMMITTEE AND BOARD MEMBERS. THEY ARE WELCOME TO PROVIDE COMMENTS AND FEEDBACK BEFORE THE FORM IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL BOARD MEMBERS AND STAFF TO REVIEW AND SIGN TO SHOW THAT THEY AGREE TO ABIDE BY THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE BOARD REVIEWS AND DETERMINES AT THE BEGINNING OF EACH FISCAL YEAR IF RAISES ARE WARRANTED AND FEASIBLE. IN DETERMINING OFFICER COMPENSATION, THE EXECUTIVE BOARD REVIEWS THE COMPARABILITY DATA PROVIDED BY THE NATIONAL JUNIOR ACHIEVEMENT ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION'S MAIN OFFICE.