2026-03-25T13:47:14-05:00 2025-06-30 582487348 APRIO ADVISORY GROUP LLC 3 CENTERPOINTE DR 300 LAKE OSWEGO OR 97035 990 2024-07-01 930384007 JUNIOR ACHIEVEMENT OF OREGON AND SW WASHINGTON INC JUNI 5032386430 7830 SE FOSTER RD PORTLAND OR 972065140 BARBARA SMITH PRESIDENT 5032386430 2026-03-25 1 1 TODD MASSINGER P00075883 5032205900 2026-03-25 2024 2025-03-06 01:10:19Z BARBARA SMITH 7830 SE FOSTER RD PORTLAND OR 972065140 1251152 0 X WWW.JAORSWWA.ORG X 1950 OR JUNIOR ACHIEVEMENT (JA) IS A NONPROFIT YOUTH ORGANIZATION WHOSE CORE PURPOSE IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 36 36 25 6088 0 0 1605041 670433 392059 469452 16303 12629 64429 52941 2077832 1205455 0 0 0 0 1032477 1130332 0 0 219820 1163410 1179824 2195887 2310156 -118055 -1104701 5552967 4554892 554590 396174 4998377 4158718 JUNIOR ACHIEVEMENT IS 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. 0 0 1851604 466956 AT JUNIOR ACHIEVEMENT (JA) WE BELIEVE IN "POSSIBLE." EACH DAY, WE WORK TO HELP YOUNG PEOPLE DISCOVER WHAT'S POSSIBLE IN THEIR LIVES. WE DO THIS BY HELPING THEM CONNECT WHAT THEY LEARN IN SCHOOL WITH LIFE OUTSIDE THE CLASSROOM. WE LET THEM KNOW IT'S POSSIBLE TO INVEST IN THEIR FUTURE, TO GAIN A BETTER UNDERSTANDING OF HOW THE WORLD WORKS, AND TO PURSUE THEIR DREAMS. WE SHOW THEM THAT IT'S POSSIBLE FOR TOMORROW TO BE A BETTER DAY. JA PROUDLY WORKS IN PARTNERSHIP WITH BOTH SCHOOL AND BUSINESS COMMUNITIES WITH 6,088 VOLUNTEERS BRINGING REAL-WORLD RELEVANCE, KNOWLEDGE, AND HANDS-ON LEARNING INTO EVERYDAY EDUCATION. DURING THE YEAR ENDING JUNE 2025, JA SERVED 40,463 STUDENTS BY PROVIDING 402,222 HOURS OF CURRICULUM AND EXPERIENTIAL LEARNING TO YOUTH ACROSS OREGON AND SOUTHWEST WASHINGTON. 1851604 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 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 0 0 0 0 1 11 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 OR X SUZANNE MADDUX 9712554950 7830 SE FOSTER RD PORTLAND OR 972065140 ALEX NAITO DIRECTOR 1.00 X 0 0 0 BARBARA MATHEY SECRETARY 1.00 X X 0 0 0 BRIAN DAY DIRECTOR 1.00 X X 0 0 0 BRIAN HOGAN DIRECTOR 1.00 X 0 0 0 CLAIRE NEWMAN DIRECTOR 1.00 X 0 0 0 COBY HORTON DIRECTOR 1.00 X 0 0 0 CONTESSA DIAZ-NICOLAIDIS DIRECTOR 1.00 X 0 0 0 DAN MEDAK DIRECTOR 1.00 X 0 0 0 DAVE WEBER CHAIRMAN 1.00 X X 0 0 0 DAVID BUDD DIRECTOR 1.00 X 0 0 0 DONNA WILLIAMS DIRECTOR 1.00 X 0 0 0 EDWARD CHIN DIRECTOR 1.00 X 0 0 0 ERIKA GLIDDEN COMMITTEE CHAIR - DIVERSITY, EQUITY & INCLUSION 1.00 X 0 0 0 FRANCIE STACEY TREASURER 1.00 X X 0 0 0 GRANT WORD VICE CHAIRMAN - STUDENT IMPACT 1.00 X X 0 0 0 HARLEY SPRING DIRECTOR 1.00 X 0 0 0 HILARY VINEYARD DIRECTOR 1.00 X 0 0 0 JASON NORRIS DIRECTOR 1.00 X 0 0 0 JD PODLESNIK DIRECTOR 1.00 X 0 0 0 JEFFREY MARTIN DIRECTOR 1.00 X 0 0 0 JIMMY ANDERSON DIRECTOR 1.00 X 0 0 0 JOEL DULLUM DIRECTOR 1.00 X 0 0 0 JOSH LYONS DIRECTOR 1.00 X 0 0 0 JT SMITH DIRECTOR 1.00 X 0 0 0 MARK PAYTON DIRECTOR 1.00 X 0 0 0 MARK WREATH DIRECTOR 1.00 X 0 0 0 MEGAN BISHOP DIRECTOR 1.00 X 0 0 0 MICHELLE TAFT DIRECTOR 1.00 X 0 0 0 NIKKI KOBLIHA DIRECTOR 1.00 X 0 0 0 RENEE BALSIGER DIRECTOR 1.00 X 0 0 0 ROB MACNAUGHTON DIRECTOR 1.00 X 0 0 0 RONAN EGGLESTON VICE CHAIRMAN - FUNDING 1.00 X X 0 0 0 ROSIE CORTES DIRECTOR 1.00 X 0 0 0 ROY HUTCHISON DIRECTOR 1.00 X 0 0 0 STEVE GRAY DIRECTOR 1.00 X 0 0 0 TYLER KRIEG DIRECTOR 1.00 X 0 0 0 BARBARA SMITH PRESIDENT & CEO 40.00 X 167243 0 7285 167243 0 7285 1 0 1 0 0 670433 11367 670433 JA BIZTOWN FEES 713990 434593 434593 JA FINANCE PARK FEES 713990 34859 34859 469452 15125 15125 4504 0 4504 4504 4504 2496 -2496 -2496 -2496 91638 43201 48437 48437 1205455 466956 0 68066 178766 107260 14301 57205 742116 603734 83860 54522 13840 11894 1662 284 122370 92360 13697 16313 73240 56652 7823 8765 92361 49878 22697 19786 5771 4328 1443 273993 216796 33672 23525 38887 29165 5833 3889 102194 84563 10457 7174 3510 2930 232 348 2587 879 854 854 11806 11806 46243 42543 1850 1850 218080 199654 9213 9213 42597 34308 4974 3315 CONTRIBUTED RENTS 223560 196733 15649 11178 PROGRAM MATERIALS 100738 100430 152 156 SUMMER CAMP EXPENSE 17497 17497 2310156 1851604 238732 219820 444158 99504 978528 506990 14090 15794 44167 57781 4441876 1313668 3263474 3128208 496462 501596 312088 245019 5552967 4554892 60138 58574 73810 78529 100000 0 320642 259071 554590 396174 X 4163722 3957398 834655 201320 4998377 4158718 5552967 4554892 -1104701 41482 223560 0 X X 0 1 X 1 0 X 727030 810077 2777966 1605041 670433 6590547 74520 223560 223560 521640 727030 810077 2852486 1828601 893993 7112187 1554284 5557903 17482 22843 26766 20303 19629 107023 71448 65948 56833 60429 48437 303095 -2496 -2496 7519809 1317414 0.73910 0.69900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1194688 1194688 632470 312708 319762 2212948 697081 1515867 355822 268794 87028 45948 35085 10863 3128208 OPERATING LEASE 245019 245019 X 1470497 41482 223560 265042 1205455 0 1205455 2310156 0 2310156 0 2310156 PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS UNDERTAKEN ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. BOWL-A-THON 18936 18936 50 1150 595 815 GOLF 66909 66909 1050 2435 12500 8084 2000 2036 1 5793 5793 7900 300 4286 91638 91638 1100 2435 13650 16579 2300 7137 43201 48437 X 0 0 0 0 0 0 0 0 0 BARBARA SMITH PRESIDENT & CEO 167075 0 0 0 168 0 6683 0 602 0 174528 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990 IS REVIEWED BY MEMBERS OF THE FINANCE COMMITTEE PRIOR TO SUBMISSION TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY OBTAINS CONFLICT OF INTEREST QUESTIONNAIRES FOR MONITORING AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES A THIRD PARTY COMPENSATION SERVICE TO MANAGE ITS COMPENSATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT THAT AUDIT THE FINANCIAL STATEMENTS OF THE ORGANIZATION.