2025-02-24T16:00:24-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2023-07-01 440604809 JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC JUNI 8165613558 2842 W 47TH AVENUE KANSAS CITY KS 66103 MEGAN STURGES STANFIELD PRESIDENT & CEO 8165613558 2025-02-21 1 1 ANDREW SMITH CPA P01518894 3096714500 2025-02-21 2023 2025-03-06 01:10:19Z JUNIOR ACHIEVEMENT OF GREATER KANSAS MEGAN STURGES STANFIELD 2842 W 47TH AVENUE KANSAS CITY KS 66103 3004760 0 X WWW.JAGKC.ORG X 1956 MO OUR MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN THE GLOBAL ECONOMY. 49 49 30 2570 0 0 3214105 2760308 72246 86292 77243 107491 -35852 -66621 3327742 2887470 0 0 0 0 1159988 1297879 0 0 456698 1732057 1740041 2892045 3037920 435697 -150450 10542816 11217221 8631194 9413545 1911622 1803676 JUNIOR ACHIEVEMENT TEACHES KIDS CRUCIAL FINANCIAL DECISION-MAKING SKILLS AND CULTIVATES THEIR ENTREPRENEURIAL MINDSET, HELPING THEM FIND THEIR PASSION AND DESIGN A PROMISING CAREER. 0 0 877317 3DE: JAKC LAUNCHED THE 3DE MODEL AT TWO LOCAL HIGH SCHOOLS TO ADDRESS THE INEQUITIES THAT EXIST IN EDUCATION. THROUGH STRATEGIC PARTNERSHIPS WITHIN THE SCHOOL DISTRICTS, JUNIOR ACHIEVEMENT, AND THE BUSINESS COMMUNITY, 3DE LINKS STANDARDS-BASED LEARNING WITH PROJECT-BASED EDUCATION TO DRIVE STUDENT ENGAGEMENT AND ACADEMIC OUTCOMES. FOCUSED ON BUILDING CORE COMPETENCIES AND TRANSFERRABLE SKILLS, 3DE IS DESIGNED TO PROVIDE ECONOMIC OPPORTUNITIES TO ALL HIGH SCHOOL STUDENTS. DURING THE 2023-2024 SCHOOL YEAR, JAKC SERVED 476 STUDENTS FOR A TOTAL OF 142,800 INSTRUCTIONAL CONTACT HOURS THROUGH 3DE. 809639 63742 CAPSTONE PROGRAMS: THROUGH AN EXPERIENTIAL YOUTH INCUBATOR, STUDENTS EXPLORE COMPREHENSIVE CAREER DEVELOPMENT AND FINANCIAL LITERACY PROGRAMMING THROUGH THREE CAPSTONE EXPERIENCES. AT JA BIZTOWN, STUDENTS ARE IMMERSED INTO A SIMULATED ECONOMY TO PRACTICE THE ROLE OF EMPLOYEE, CONSUMER, AND ENGAGED CITIZEN. THIS PROVIDES EXPOSURE TO THE VARIETY OF CAREER OPPORTUNITIES AVAILABLE IN THEIR COMMUNITY AND ADDS RELEVANCE TO CLASSROOM LEARNING. THIS ALLOWS STUDENTS TO PRACTICE REALITY-BASED AND DECISION-MAKING PROCESSES AND NAVIGATE PERSONAL AND PROFESSIONAL LIFE CHALLENGES. DURING THE 2023-2024 SCHOOL YEAR, JAKC SERVED 6,715 STUDENTS FOR A TOTAL OF 128,937 INSTRUCTIONAL CONTACT HOURS WITHIN CAPSTONE PROGRAMMING. 619137 22550 CLASSROOM PROGRAMS: JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY (JAKC) OFFERS LEARNING EXPERIENCES TO K-12 STUDENTS FOCUSED ON TEACHING FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURSHIP SKILLS. STUDENTS ARE CONNECTED IN THE CLASSROOM WITH LESSONS TO GROW THESE SKILLS AND BUILD A FOUNDATION WHICH EMPOWERS THEM TO BUILD A PROMISING CAREER. SUPPORTING PROGRAMS ARE OFFERED THROUGH CAREER FAIRS AND CAREER SPEAKER SERIES TO ENSURE ALL STUDENTS ARE EXPOSED TO THE ENDLESS POSSIBILITIES AVAILABLE TO THEM. DURING THE 2023-2024 SCHOOL YEAR, JAKC SERVED 7,887 STUDENTS FOR A TOTAL OF 64,225 INSTRUCTIONAL CONTACT HOURS WITHIN CLASSROOM PROGRAMMING. 2306093 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 12 0 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 49 49 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MEGAN STURGES STANFIELD 8165613558 2842 W 47TH AVENUE KANSAS CITY KS 66103 MEGAN STURGES STANFIELD PRESIDENT & CEO 40.00 1.00 X 147252 0 14942 BARBARA WHITE BOARD CHAIR 1.00 1.00 X X 0 0 0 LESLIE SIMS BOARD VICE CHAIR 1.00 X X 0 0 0 JENNIFER BERGMAN TREASURER 1.00 X X 0 0 0 RICK SCHIER SECRETARY 1.00 X X 0 0 0 ALEX FISHMAN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 ANNA STUBBLEFIELD MEMBER 1.00 X 0 0 0 AUDREY MASONER MEMBER 1.00 X 0 0 0 BRAD BUTLER MEMBER 1.00 X 0 0 0 BRIAN CLARK MEMBER 1.00 X 0 0 0 CHRIS CAMPBELL MEMBER 1.00 X 0 0 0 CHRISTY HARRISON MEMBER 1.00 X 0 0 0 CRICKETTE WEST MEMBER 1.00 X 0 0 0 CYNTHIA FAILS EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 DAN ZIEGLER MEMBER 1.00 X 0 0 0 GAGE KRIEGER MEMBER 1.00 X 0 0 0 GRANT GOODING MEMBER 1.00 X 0 0 0 JASON GRILL MEMBER 1.00 X 0 0 0 JEFFERSON KEYES MEMBER 1.00 X 0 0 0 JEFFREY ANDERSON EXECUTIVE COMMITTEE MEMBER 1.00 1.00 X 0 0 0 JEFFREY BEESON MEMBER 1.00 X 0 0 0 JENNIFER ELDER MEMBER 1.00 X 0 0 0 JEREMY BAUM MEMBER 1.00 X 0 0 0 JEREMY SCOTT MEMBER 1.00 X 0 0 0 JOHN MAHONEY MEMBER 1.00 X 0 0 0 JUSTIN RICHTER EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 KAREN TEMPLE MEMBER 1.00 X 0 0 0 KATHRYN L RHODES EXECUTIVE COMMITTEE MEMBER 1.00 1.00 X 0 0 0 KATIE KING MEMBER 1.00 X 0 0 0 KATIE RUIZ MEMBER 1.00 X 0 0 0 KENA WOLF MEMBER 1.00 X 0 0 0 KIMBERLY ROCK MEMBER 1.00 X 0 0 0 KYLE FERGASON MEMBER 1.00 X 0 0 0 LEILANI LEIGHTON MEMBER 1.00 X 0 0 0 LEROY MCCARTY MEMBER 1.00 X 0 0 0 MARK EAGLETON EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 MATT FILING MEMBER 1.00 X 0 0 0 MATTHEW G CLARK EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 MYRON KING MEMBER 1.00 X 0 0 0 NICOLE REID MEMBER 1.00 X 0 0 0 NORA FREYMAN EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 PAM BERGSTEN MEMBER 1.00 X 0 0 0 RAFAEL ANDRADE MEMBER 1.00 X 0 0 0 RJ TROWBRIDGE EXECUTIVE COMMITTEE MEMBER 1.00 X 0 0 0 SJ MOORE MEMBER 1.00 X 0 0 0 TIM LAPINSKI MEMBER 1.00 X 0 0 0 TIM SCHALM MEMBER 1.00 X 0 0 0 TINA KUCHEROVSKY MEMBER 1.00 X 0 0 0 WENDEE PERES MEMBER 1.00 X 0 0 0 YOLANDA NICHOLSON MEMBER 1.00 X 0 0 0 147252 0 14942 1 0 1 0 3DE NATIONAL LLC 3565 PIEDMONT ROAD NE ATALNTA GA 30305 INSTRUCTIONAL MODEL CONTRACTED SERVICES 475000 1 232953 268884 2258471 2760308 PROGRAM FEES 611710 86292 86292 86292 136843 136843 6826 36178 -29352 -29352 -29352 12811 232953 81112 -68301 -68301 180 0 180 180 MISC REVENUE 900099 1500 1500 1500 2887470 86292 0 40870 190990 137513 19099 34378 905872 547882 115803 242187 21533 13483 4880 3170 96888 57993 11117 27778 82596 47428 10187 24981 31915 31915 56867 35272 1474 20121 22217 15005 2489 4723 27491 10080 5887 11524 22265 14217 4712 3336 386640 325123 23326 38191 13357 7911 4957 489 22719 10169 9989 2561 109220 93003 5378 10839 176140 176140 317554 269920 19054 28580 28732 24696 1348 2688 PROGRAM IMPLEMENTATION 471548 471548 PROGRAM MATERIALS 28777 28777 PROGRAM EVALUATION 12750 12750 DUES & SUBSCRIPTIONS 5702 1258 3514 930 6147 5925 222 3037920 2306093 275129 456698 207875 517938 2651694 3369988 866813 844844 18831 27667 49904 14501 4167718 981149 3461158 3186569 616595 674871 2669946 2580843 10542816 11217221 214919 57428 988618 5653009 5661340 2763266 2706159 8631194 9413545 X 158391 21979 1753231 1781697 1911622 1803676 10542816 11217221 -150450 42504 0 X X 0 1 X 1 0 X 5415951 2078701 2067979 3214105 2760308 15537044 5415951 2078701 2067979 3214105 2760308 15537044 1430940 14106104 27907 4370 27384 77079 136843 273583 136800 500 7372 1680 146352 15956979 179657 0.88400 0.88050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106543 17298 5604 118237 97313 13965 4735 106543 75000 10000 17382 5069 97313 75000 75000 75000 75000 1.00000 1 0 3827486 788846 3038640 105194 88696 16498 235038 103607 131431 3186569 ROU ASSET 2580843 2580843 LT LEASE LIABILITY 2648353 ST LEASE LIABILITY 57806 2706159 X PART V, LINE 4: THE CHAIRMAN'S FUND IS ESTABLISHED AS AN ENDOWMENT FUND, OVERSIGHT OF THE FUND, INCLUDING INVESTMENT STRATEGY, INVESTMENT PERFORMANCE, RETENTION AND TERMINATION OF PROFESSIONAL ADVISORS, INCLUDING FUND MANAGERS IS PROVIDED BY THE EXECUTIVE COMMITTEE AND THE INVESTMENT COMMITTEE AS AN OVERSIGHT COMMITTEE. THE FUND MAY BE INVESTED IN STOCKS, BONDS, MONEY MARKET INSTRUMENTS, MUTUAL FUNDS, OR OTHER REASONABLE INVESTMENTS SUGGESTED BY THE FUND MANAGER, THE ORGANIZATION MAY DISBURSE UP TO 4% OF THE FUND'S BALANCE FOR OPERATING PURPOSES EACH YEAR. PART X, LINE 2: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLMENT WITH THE RELEVANT TAX AUTHORITY. THE ORGANIZATION IS SUBJECT TO INCOME TAX REGULATIONS IN THE US FEDERAL JURISDICTION AND CERTAIN STATE JURISDICTIONS. TAX REGULATIONS WITHIN EACH JURISDICTION ARE SUBJECT TO THE INTERPRETATION OF THE RELATED TAX LAWS AND REGULATIONS AND REQUIRE SIGNIFICANT JUDGMENT TO APPLY. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE APPLICABLE TAX AUTHORITIES FOR THE YEARS BEFORE 2021. IF ANY WERE TO BE INCURRED, THE ORGANIZATION'S POLICY IS TO RECORD PENALTIES AND INTEREST ASSESSED BY INCOME TAX AUTHORITIES AS OPERATING EXPENSES. HALL OF FAME GALA 169291 160980 8311 7585 28134 GOLF TOURNAMENT 25714 21214 4500 24883 475 20036 1 50759 50759 245764 232953 12811 24883 8060 48170 81113 -68302 X X 0 0 0 0 0 0 0 0 0 MEGAN STURGES STANFIELD PRESIDENT & CEO 147252 0 0 0 0 0 5890 0 9052 0 162194 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT IS REVIEWED BY THE FINANCE COMMITTEE. ONCE APPROVED, IT IS THEN REVIEWED BY THE EXECUTIVE COMMITTEE. RECOMMENDATION IS PROVIDED AT THE FULL BOARD OF DIRETORS MEETING FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT OF THE ORGANIZATION AND THE EXECUTIVE COMMITTEE OF THE BOARD MONITOR THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE NATIONAL OFFICE, JA USA LOCATED IN COLORADO SPRINGS, CO PROVIDES COMPARABLE DATA FOR THE COMPENSATION FOR THE JUNIOR ACHIEVEMENT OF GREATER KANSAS CITY STAFF BASED ON POSITION AND GEOGRAPHIC REGION. THE CHAIRMAN AND VICE CHAIRMAN REVIEW THE INFORMATION AND MAKE A RECOMMENDATION THE THE EXECUTIVE COMMITTEE FOR APPROVAL, REGARDING CEO ANNUAL COMPENSATION AND BONUSES. EACH YEAR, A FORMAL APPRAISAL REVIEW PROCESS OCCURS ANNUAL FOR EACH STAFF MEMBER. EACH EMPLOYEE COMPLETES A SELF-EVALUATION, AS WELL AS AN EVALUATION COMPLETED BY THEIR DIRECT SUPERVISOR. EVALUATIONS ARE REVIEWED WITH THE SUPERVISOR, PRESIDENT & CEO, AND DIRECTOR OF FINANCE & ADMINISTRATION. COMPENSATION IS DETERMINED BASED ON PERFORMANCE AND JOB ATTRIBUTES AS OUTLINED BY THE JA USA FRAMEWORK. A RECOMMENDATION IS PROVIDED BY DEPARTMENT LEADERS TO PRESIDENT & CEO FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. JAKC FOUNDATION 2842 W 47TH AVE KANSAS CITY KS 66103 852701292 TO SUPPORT THE ACTIVITIES OF JUNIOR ACHIEVEMENT OF MIDDLE AMERICA INC. KS 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0