2026-01-23T10:20:41-06:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 951727087 JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY INC JUNI 6199064901 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 SIDDHARTHA VIVEK PRESIDENT & CEO 6199064901 2026-01-21 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-01-21 2024 2025-03-06 01:10:19Z SIDDHARTHA VIVEK 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 5351049 0 1116 X WWW.JASANDIEGO.ORG X 1951 CA EMPOWER YOUTH BY TEACHING THEM HOW TO GET A JOB, START A BUSINESS AND MANAGE MONEY. 34 34 69 4792 0 0 1933508 2373369 1266927 1147641 66766 80169 89719 55737 3356920 3656916 0 18558 0 0 1905108 1870025 0 0 360607 1479223 1730713 3384331 3619296 -27411 37620 10901806 11000127 3283211 3323011 7618595 7677116 X JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY IS PART OF THE WORLD'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 FINANCIAL LITERACY, WORK READINESS AND ENTREPRENEURSHIP PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASES THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. 0 0 1054155 10200 916141 THE MCGRATH FAMILY JA BIZ-TOWN IS A 10,000 SQ. FOOT MINI-CITY IN WHICH KIDS DISCOVER HOW THE "REAL WORLD" WORKS. SAN DIEGO COUNTY 5TH GRADERS BECOME JA BIZTOWN "CITIZENS" WHERE THEY WORK IN ONE OF 21 BUSINESSES, MAKE FINANCIAL DECISIONS, PAY TAXES AND DONATE TO CHARITY.AFTER FOUR WEEKS OF CLASSROOM LESSONS, STUDENTS COME TO JA BIZTOWN FOR THE LEARNING EXPERIENCE OF THEIR LIVES. EACH CITIZEN HAS A JOB FOR THE DAY, GETS PAID TWICE, MANAGES A CHECKING ACCOUNT, SHOPS, GETS HEALTH CHECK-UPS, MAY BE INTERVIEWED ON TV AND MUCH MORE. THE TIME SPENT AT JA BIZTOWN MAY BE ONLY ONE DAY, BUT THE IMPACT THAT THIS EXPERIENTIAL LEARNING PROVIDES WILL LAST A LIFETIME 997009 6258 129957 JUNIOR ACHIEVEMENT IN-CLASSROOM PROGRAMS REACH YOUNG PEOPLE IN KINDERGARTEN THROUGH 12TH GRADE WITH ENGAGING, EXPERIENTIAL PROGRAMS BASED UPON OUR THREE PILLARS OF STUDENT SUCCESS: WORK READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY. ELEMENTARY SCHOOL PROGRAM: ENGAGING THEMES HELP K-5 STUDENTS LEARN ECONOMIC CONCEPTS THROUGH THE ELEMENTARY SCHOOL PROGRAM. MIDDLE SCHOOL PROGRAM: HIGHLY EFFECTIVE PROGRAMS FOR MIDDLE SCHOOL STUDENTS THAT REINFORCE THE VALUE OF GLOBAL WORKFORCE READINESS, ENTREPRENEURSHIP AND PERSONAL FINANCIAL LITERACY. THESE PROGRAMS BUILD ON CONCEPTS STUDENTS LEARNED IN JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAMS, AND HELP PRE-TEENS MAKE DECISIONS ABOUT HOW TO BEST PREPARE FOR THEIR EDUCATIONAL AND PROFESSIONAL FUTURE. HIGH SCHOOL PROGRAM: HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTER SKILLS THAT WILL BE USEFUL IN THE BUSINESS WORLD. WITH A RANGE OF PROGRAMS, JUNIOR ACHIEVEMENT TEACHES ABOUT CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY AND GLOBAL WORKFORCE READINESS. THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 531703 2100 101543 MISSION FED JUNIOR ACHIEVEMENT FINANCE PARK UTILIZES THE MOST CURRENT TECHNOLOGY TO TEACH TEENS HOW TO MAKE INTELLIGENT, INFORMED FINANCIAL AND CAREER DECISIONS THAT WILL LAST A LIFETIME. STUDENTS TAKE A CAREER ASSESSMENT, SELECT A JOB FROM THE CAREER CENTER AND THEN GO THROUGH SEVERAL DECISION-MAKING EXERCISES TO CREATE A PERSONAL BUDGET FOR THE PERSONA THEY ARE ASSIGNED FOR THE DAY. 2582867 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 16 0 69 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINDA O'CONNELL 6196825155 4756 MISSION GORGE SAN DIEGO CA 92120 ERIN POLEK BOARD CHAIR 1.00 X X 0 0 0 DANETTE ROBERTS BOARD SECRETARY 1.00 X X 0 0 0 BRIAN CAHILL BOARD MEMBER 1.00 X 0 0 0 RENATA MARTINS BOARD MEMBER 1.00 X 0 0 0 KELLY HOGAN BOARD MEMBER 1.00 X 0 0 0 NEIL MARTIN BOARD MEMBER 1.00 X 0 0 0 ANAASTACIA BLAZEVICH BOARD MEMBER 1.00 X 0 0 0 NANCY ROHLAND-HEINRICH BOARD MEMBER 1.00 X 0 0 0 MATTHEW TESSIER EDD BOARD MEMBER 1.00 X 0 0 0 MAGGIE LEONE BOARD MEMBER 1.00 X 0 0 0 JULIAN PARRA BOARD MEMBER 1.00 X 0 0 0 MAYA MADSEN BOARD MEMBER 1.00 X 0 0 0 LINDE HOTCHKISS BOARD MEMBER 1.00 X 0 0 0 MIKE SAGE BOARD MEMBER 1.00 X 0 0 0 OMAR SALAH BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER FINLEY BOARD MEMBER 1.00 X 0 0 0 ALAN SPECTOR BOARD MEMBER 1.00 X 0 0 0 SCOTT HOLLAENDER BOARD MEMBER 1.00 X 0 0 0 JUSTIN SERRANO BOARD MEMBER 1.00 X 0 0 0 MANUEL RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 CHAD WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 CHRISTINA HASTINGS BOARD MEMBER 1.00 X 0 0 0 DREW SCHLOSBERG BOARD MEMBER 1.00 X 0 0 0 ASHANTI HANDS BOARD MEMBER 1.00 X 0 0 0 DAVID NESS BOARD MEMBER 1.00 X 0 0 0 DOUG WRIGHT BOARD MEMBER 1.00 X 0 0 0 DAVID MIYASHIRO BOARD MEMBER 1.00 X 0 0 0 JENNIFER BARNES BOARD MEMBER 1.00 X 0 0 0 STEVE CARMICHAEL BOARD MEMBER 1.00 X 0 0 0 BRYAN CLEMENTS BOARD MEMBER 1.00 X 0 0 0 BRITT DAVIS BOARD MEMBER 1.00 X 0 0 0 STEFFI HAFEN BOARD MEMBER 1.00 X 0 0 0 DEBRA SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 JAE PARK BOARD MEMBER 1.00 X 0 0 0 TOM OLSON CFO/CONTRACT FRACTIONAL CFO 10.00 X 0 0 0 GAYLE GREENLEE CFO/CONTRACT FRACTIONAL CFO 5.00 X 33188 0 0 SIDD VIVEK PRESIDENT & CEO 40.00 X 299892 0 29901 LINDA O'CONNELL CHIEF OF STAFF 40.00 X 121750 0 5774 HANNA JENSEN VICE PRESIDENT, IMPACT 40.00 X 147678 0 10758 602508 0 46433 3 0 1 0 0 28860 201281 2143228 3860 2373369 JA BIZ TOWN 900099 916141 916141 IN CLASS PROGRAM FEES 900099 129957 129957 JA FINANCE PARK 900099 101543 101543 1147641 39540 39540 1633000 1592371 40629 40629 40629 157499 28860 101762 55737 55737 3656916 1147641 0 135906 X 12758 12758 5800 5800 404812 86559 266318 51935 1209076 991409 52810 164857 44217 29534 8743 5940 97810 65330 19341 13139 114110 76218 22564 15328 179043 179043 447615 367166 38006 42443 127748 75401 17268 35079 150013 127542 14406 8065 20216 2749 14661 2806 22974 3125 16661 3188 173224 142953 18191 12080 274675 274675 239373 234103 3100 2170 41385 35186 3974 2225 PROGRAM MATERIALS 54447 52359 736 1352 3619296 2582867 675822 360607 1199196 1559101 1317195 1487803 75250 86250 388444 135771 2000 2000 23944 12841 10875481 3177056 7867592 7698425 28185 17936 10901806 11000127 278677 426930 232135 131688 2274214 2289198 468829 455928 29356 19267 3283211 3323011 X 7519635 7531771 98960 145345 7618595 7677116 10901806 11000127 37620 20901 0 X 0 1 X 1 0 X 1917745 2445107 3292524 1933508 2373369 11962253 1917745 2445107 3292524 1933508 2373369 11962253 755056 11207197 66 14245 66766 39540 120617 27884 34966 89719 55737 208306 12291176 4112211 0.91180 0.95470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2580000 2580000 5817747 1886987 3930760 2190421 1111135 1079286 232819 178934 53885 54494 54494 7698425 FINANCE LEASE LIABILITIES 19267 19267 X 3677817 20901 20901 3656916 0 3656916 3619296 0 3619296 0 3619296 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION. JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY, INC. AND CAPSTONE RECOGNIZE ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. HALL OF FAME 53800 53800 1043 36159 65 952 GOLF 107559 3860 103699 16043 17100 9051 98 1547 1 25000 25000 11480 5656 2568 186359 28860 157499 17086 28580 50866 163 5067 101762 55737 0 SCHOLARSHIP 2 5800 X X 0 0 0 0 0 0 0 1 0 SIDD VIVEK PRESIDENT & CEO 238017 0 61875 0 0 0 9174 0 20727 0 329793 0 0 0 HANNA JENSEN VICE PRESIDENT, IMPACT 132678 0 15000 0 0 0 5393 0 5365 0 158436 0 0 0 PART I, LINE 3 JUNIOR ACHIEVEMENT USA PROVIDES YEARLY EQUI-COMP INFORMATION TO ALL AREA OFFICES TO USE AS A GUIDELINE TO SET COMPENSATION. PART I, LINE 7 A NON-FIXED, DISCRETIONARY PERFORMANCE BONUS WAS AWARDED BASED ON ANNUAL PERFORMANCE CRITERIA, INCLUDING ACHIEVEMENT OF INDIVIDUAL GOALS, CONTRIBUTION TO ORGANIZATIONAL OBJECTIVES, AND OVERALL FINANCIAL RESULTS. THE AMOUNT OF THE BONUS WAS VARIABLE AND NOT PREDETERMINED. MIKE WILSON JA WILSON LLC DIRECTOR REFINANCING LOAN X 2300000 2300000 0 1 1 2300000 PART II THE AMOUNT REPORTED ON PART X LINE 22 $2,289,198 IS NET OF DEBT ISSUANCE COSTS OF $10,802. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DECLARATION FORM IS REVIEWED AND SIGNED BY ALL EMPLOYEES AND BOARD MEMBERS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 JUNIOR ACHIEVEMENT USA PROVIDES YEARLY EQUI-COMP INFORMATION TO ALL AREA OFFICES TO USE AS A GUIDELINE TO SET COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS MADE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE TO PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES & CONSULTING: PROGRAM SERVICE EXPENSES 96,123. MANAGEMENT AND GENERAL EXPENSES 38,006. FUNDRAISING EXPENSES 42,443. TOTAL EXPENSES 176,572. PROGRAM CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 271,043. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 271,043. CAPSTONE PROGRAMS LLC 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 204038946 BUILDING OWNERSHIP DE 15246 7660966 JUNIOR ACHIEVEMENT OF SAN DIEGO