Junior Achievement Of Arizona in Tempe, Arizona (AZ)

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Junior Achievement Of Arizona
Employer Identification Number (EIN)860184349
Name of OrganizationJunior Achievement Of Arizona
Address636 W Southern Ave, Tempe, AZ 85282-4508
ActivitiesOther school related activities, Job training, counseling, or assistance, Scholarships (other)
SubsectionEducational Organization
Ruling Date05/1994
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$1,000,000 to $4,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$4,554,160
Amount of Income$4,430,742
Form 990 Revenue Amount$3,000,182
National Taxonomy of Exempt Entities (NTEE)International, Foreign Affairs and National Security: International Economic Development


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Amount of income in 2014: $4,430,742
This organization: 

 $4,430,742
Other organizations performing similar types of work: 

 $503,831

Assets in 2014: $4,554,160
This organization: 

 $4,554,160
Other organizations performing similar types of work: 

 $337,871

Expenses in 2013: $3,191,619
Junior Achievement Of Arizona: 

 $3,191,619
Other organizations performing similar types of work: 

 $473,857

Income to expenses ratio in 2013: 1.4
Junior Achievement Of Arizona: 

 1.4
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 49.0%
Junior Achievement Of Arizona: 

 49.0%
Other organizations performing similar types of work: 

 79.4%

Number of employees in 2013: 57
Junior Achievement Of Arizona: 

 57
Other organizations performing similar types of work: 

 7

Employees paid over $100,000 in 2013: 3.5%
Junior Achievement Of Arizona: 

 3.5%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 91.9%
Junior Achievement Of Arizona: 

 91.9%
Other organizations performing similar types of work: 

 64.2%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?Yes
Is the organization required to complete Schedule B, Schedule of Contributors?Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?Yes
Did the organization report an amount for land, buildings, and equipment?Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?No
Did the organization report an amount for other assets that is 5% or more of its total assets?No
Did the organization report an amount for other liabilities?Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?Yes
Did the organization obtain separate, independent audited financial statements for the tax year?No
Was the organization included in consolidated, independent audited financial statements for the tax year?Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?No
Did the organization maintain an office, employees, or agents outside of the United States?No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?Yes
Did the organization report more than $15,000 of gross income from gaming activities?No
Did the organization operate one or more hospital facilities?No
Did the organization attach a copy of its audited financial statements?No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?No
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?No
A family member of a current or former officer, director, trustee, or key employee?No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?No
Did the organization receive more than $25,000 in non-cash contributions?Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?Yes
Did the organization liquidate, terminate, or dissolve and cease operations?No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?No
Was the organization related to any tax-exempt or taxable entity?Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?Yes
Did the organization make any transfers to an exempt non-charitable related organization?No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?No
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109611
The number of Forms W-2G4
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return57
Did the organization file all required federal employment tax returns?Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?No
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?No
Did the organization file Form 8886-T?No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?Yes
Did the organization notify the donor of the value of the goods or services provided?Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?No
Did the sponsoring organization make any taxable distributions under section 4966?No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?No
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?No
The amount of tax-exempt interest received or accrued during the year$0
Is the organization licensed to issue qualified health plans in more than one state?No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0
The amount of reserves on hand$0
Did the organization receive any payments for indoor tanning services during the tax year?No
Has it filed a Form 720 to report these payments?No
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$399,759
Total reportable compensation from related organizations$0
Total estimated amount of other compensation from the organization and related organizations$37,669
Total number of individuals who received more than $100,000 of reportable compensation from the organization2
Total number of independent contractors who received more than $100,000 of compensation from the organization0
Statement of Revenue
201120122013
Total revenue$2,618,131$2,670,672$3,125,018
Contributions, Gifts, Grants and Other Similar Amounts$2,327,475$2,389,434$2,870,524
Program Service Revenue$279,142$277,757$308,716
611600$308,716
All other program service revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$46,514$42,814$42,254
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$-8,438$2,485$-19,580
Gross amount from sales of assets other than inventory (Securities / Other)$571,979 / $0$91,833 / $0$274,128 / $0
Less: cost or other basis and sales expenses (Securities / Other)$553,317 / $27,100$86,057 / $3,291$288,650 / $5,058
Gain or (loss) (Securities / Other)$18,662 / $-27,100$5,776 / $-3,291$-14,522 / $-5,058
Net income/loss from fundraising events$-43,030$-54,735$-105,998
Gross income from fundraising events$244,466$253,171$213,766
Less: direct expenses$287,496$307,906$319,764
Net income/loss from gaming activities$-4,605$-5,740$2,105
Gross income from gaming activities$13,727$12,521$13,746
Less: direct expenses$18,332$18,261$11,641
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$21,073$18,657$26,997
900099$20,800
900099$1,972
900099$1,349
All other revenue$2,876
Statement of Functional Expenses
201120122013
Total functional expenses$2,727,229$2,976,167$3,191,619
Grants and other assistance to domestic organizations and domestic governments$3,225
Grants and other assistance to domestic individuals$20,850
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, trustees, and key employees$329,757$330,369$329,194
Compensation not included above, to disqualified persons$0
Other salaries and wages$1,164,737$1,332,936$1,447,552
Pension plan accruals and contributions$44,306
Other employee benefits$93,815
Payroll taxes$107,048$123,799$131,855
Fees for services (non-employees)
Management$0
Legal$0
Accounting$28,450
Lobbying$0
Professional fundraising services$0$0$0
Investment management fees$15,839
Other$13,847
Advertising and promotion$0
Office expenses$78,591
Information technology$25,551
Royalties$0
Occupancy$58,536
Travel$30,029
Payments of travel or entertainment expenses for any federal, state, or local public officials$0
Conferences, conventions, and meetings$12,013
Interest$16,716
Payments to affiliates$94,466
Depreciation, depletion, and amortization$230,196
Insurance$37,169
Other expenses$359,266
Other expenses$62,430
Other expenses$15,186
Other expenses$14,482
Other expenses$28,055
Balance Sheet
201120122013
Total assets$5,422,449$5,016,166$4,938,962
Cash - non-interest-bearing$556,634
Savings and temporary cash investments$62,132
Pledges and grants receivable, net$617,637
Accounts receivable, net$8,531
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0
Notes and loans receivable, net$0
Inventories for sale or use$17,552
Prepaid expenses and deferred charges$79,257
Land, buildings, and equipment: cost or other basis$2,531,722
Investments - publicly traded securities$1,044,097
Investments - other securities$0
Investments - program-related$0
Intangible assets$0
Other assets$21,400
Total liabilities$866,533$771,285$755,238
Accounts payable and accrued expenses$150,464
Grants payable$0
Deferred revenue$17,011
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0
Secured mortgages and notes payable to unrelated third parties$109,942$81,334$57,984
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$529,779
Total net assets or fund balances$4,555,916$4,244,881$4,183,724
Unrestricted net assets$3,745,637
Temporarily restricted net assets$438,087
Permanently restricted net assets$0
Capital stock or trust principal, or current funds$0
Paid-in or capital surplus, or land, building, or equipment fund$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$12,348,125
Subtotal Support$12,749,949
Gifts, grants, contributions, and membership fees received$12,749,949
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$401,824
Total Support$13,042,536
Public Support$12,749,949
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$198,867
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$93,720
Gross receipts from related activities, etc.$1,058,742
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$2,194,691$1,782,680$1,881,999$2,617,777$2,170,597$2,237,138$2,933,228$3,783,287
Contributions, gifts, grants, and similar amounts received$1,743,363$1,247,584$1,186,932$1,808,712$1,292,831$1,281,211$1,985,925$3,584,841
Contributions to donor advised funds$0$0
Direct public support$1,743,363$1,247,584$1,186,932$1,808,712$1,292,831$1,281,211$1,985,925$3,584,841
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$0$77,418$100,140$107,628$134,882$167,354$178,357$223,616
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$8,930$0$0$4,572$12,662$43,504$0$48,603
Dividends and interest from securities$0$2,785$1,527$0$0$0$69,100$24,139
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$4,716$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-37,861$7,092$-1,120$-34$-8,775$0$183$353
Gross amount from sales of assets other than inventory$373,912$324,578$0$116,054$131,735$0$26,175$24,507
Less: cost or other basis and sales expenses$411,773$317,486$1,120$116,088$140,510$0$25,992$24,154
Net income or (loss) from special events and activities$434,409$447,801$583,011$681,115$725,817$737,344$718,610$-89,225
Gross revenue$627,888$582,521$776,583$829,391$982,927$1,035,115$1,010,229$243,021
Less: direct expenses other than fundraising expenses$193,479$134,720$193,572$148,276$257,110$297,771$291,619$332,246
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$41,134$0$11,509$15,784$13,180$7,725$-18,947$-9,040
Total expenses$1,960,868$1,621,852$1,947,009$1,945,392$2,207,622$2,169,849$2,385,996$2,999,687
Program services$1,220,717$917,821$1,061,970$965,952$1,052,444$1,040,078$1,227,630$1,469,915
Management and general$219,025$121,153$133,552$138,244$140,679$112,556$101,706$124,364
Fundraising$521,126$537,896$691,640$780,313$813,318$770,745$780,869$1,041,585
Payments to affiliates$0$44,982$59,847$60,883$201,181$246,470$275,791$363,823
Net assets or fund balances at end of year$2,293,756$2,454,584$2,386,258$3,058,643$3,021,618$3,088,961$3,636,194$4,420,097
Excess or (deficit) for the year$233,823$160,828$-65,010$672,385$-37,025$67,289$547,232$783,600
Net assets or fund balances at beginning of year$2,042,515$2,293,756$2,454,584$2,386,258$3,058,643$3,021,618$3,088,962$3,636,194
Other changes in net assets or fund balances$17,418$0$-3,316$0$0$54$0$303
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$2,635,864$1,469,915$124,364$1,041,585
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$432,710$237,991$17,308$177,411
Compensation of former officers, directors, key employees, etc.$67,777$37,277$2,711$27,789
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$1,044,573$571,197$47,490$425,886
Pension plan contributions not included above$60,215$38,242$-3,167$25,140
Employee benefits not included above$93,968$55,127$1,812$37,029
Payroll taxes$113,739$65,106$1,977$46,656
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$26,348$10,638$4,489$11,221
Supplies$19,427$10,703$1,385$7,339
Telephone$16,839$8,569$1,968$6,302
Postage and shipping$11,490$8,353$489$2,648
Occupancy$60,508$41,861$5,315$13,332
Equipment rental and maintenance$55,676$32,158$3,498$20,020
Printing and publications$4,383$3,219$168$996
Travel$32,352$27,599$827$3,926
Conferences, conventions, and meetings$0$0$0$0
Interest$16,849$8,013$2,506$6,330
Depreciation, depletion, etc.$230,089$155,792$21,268$53,029
Other expenses not covered above$348,921$158,070$14,320$176,531
Balance Sheets
20002001200220032004200520062007
Total assets$3,976,826$3,673,334$3,196,992$3,847,286$3,815,099$3,913,611$4,458,911$5,508,846
Cash - non-interest-bearing$500$500$500$500$500$500$500$500
Savings and temporary cash investments$186,325$313,925$199,186$489,225$899,881$1,220,336$1,709,807$1,509,041
Accounts receivable less allowance for doubtful accounts$0$4,578$11,913$23,530$4,727$14,855$15,012$24,105
Pledges receivable less allowance for doubtful accounts$1,035,970$642,085$364,866$804,394$434,255$225,005$393,122$666,519
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$59$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$77,362$80,034$89,711$102,398$86,421$96,374$68,640$124,791
Investments - publicly-traded securities$0$499,948
Investments - other securities$0$0$0$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$4,716$5,602$6,530$7,481$8,478$9,780$10,898$12,081
Land, buildings, and equipment less accumulated depreciation$2,664,337$2,619,796$2,518,443$2,414,779$2,376,832$2,342,568$2,254,595$2,665,173
Other assets, including program-related investments$7,616$6,814$5,784$4,979$4,005$4,193$6,337$6,688
Total liabilities$1,683,070$1,218,750$810,734$788,643$793,481$824,650$822,717$1,088,749
Accounts payable and accrued expenses$79,968$92,245$90,173$67,127$65,184$99,846$107,481$318,375
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$15,750$10,503$14,250$20,056$21,050
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$1,603,102$1,126,505$720,561$705,766$717,794$710,554$695,180$749,324
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$3,976,826$3,673,334$3,196,992$3,847,286$3,815,099$3,913,611$4,458,911$5,508,846
Total net assets or fund balances$2,293,756$2,454,584$2,386,258$3,058,643$3,021,618$3,088,961$3,636,194$4,420,097
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$2,194,691$1,782,680$1,881,999$2,617,777$2,170,597$2,237,138$2,933,228$3,783,287
Total revenue, gains, and other support per audited financial statements$2,429,331$1,889,423$2,078,299$2,828,826$2,478,232$2,601,502$3,330,792$4,058,353
Other expenses$304,789$106,743$196,300$211,049$307,635$364,364$397,564$275,066
Net unrealized gains on investments$5,920$0$-3,316$0$0$0$0$303
Donated services and use of facilities$173,653$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$125,216$106,743$199,616$211,049$307,635$364,364$397,564$274,763
Other revenue$70,149$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$70,149$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$1,960,868$1,621,852$1,947,009$1,945,392$2,207,622$2,169,849$2,385,996$2,999,687
Total expenses and losses per audited financial statements$2,317,427$1,757,345$2,133,301$2,084,958$2,455,498$2,459,698$2,674,329$3,329,732
Other revenue$356,559$141,643$198,792$152,066$260,376$302,349$300,833$342,579
Donated services and use of facilities$173,653$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$182,906$141,643$198,792$152,066$260,376$302,349$300,833$342,579
Other expenses$0$6,150$12,500$12,500$12,500$12,500$12,500$12,534
Investment expenses$0$0$0$0$0$0$0$0
Other$0$6,150$12,500$12,500$12,500$12,500$12,500$12,534
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$172,134$14,727$1,968
40$90,668$9,571$3,378
40$82,506$5,455$4,013
40$87,402$9,370$973
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings100
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200640
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$-16,130$214,576
Program service revenue
Program service revenue 1000000$000$0$223,616
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$48,603$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$24,139$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$353$0
Net income or (loss) from special events000000$0Income from an activity in which labor is a material income-producing factor and substantially all (at least 85%) of the work is performed with unpaid labor (section 513(a)(1))$-89,225$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$-9,040
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$65,047$7,938$839
$54,548$7,259$1,476
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
19992000200120022003200420052006
Total$2,602,416$2,181,045$1,702,477$1,780,332$2,505,577$2,044,490$2,026,280$2,933,044
Gifts, grants, and contributions received$1,854,448$1,743,363$1,247,584$1,186,932$1,808,712$1,292,831$1,281,211$1,985,924
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$719,844$434,409$447,801$583,011$681,115$725,817$737,344$896,967
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$24,647$-37,861$7,092$-1,120$-34$12,662$0$69,100
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$3,477$41,134$0$11,509$15,784$13,180$7,725$-18,947
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Junior Achievement Of Arizona636 W Southern Ave, Tempe, AZ 85282-4508AZ1994-05$4,430,742
2Technoserve Inc1 Mechanic St, Norwalk, CT 06850-3431CT1969-04$84,219,376
3Serrv International IncPO BOX 365, New Windsor, MD 21776-0365MD1998-11$11,075,355
4Village Enterprise Fund Inc751 Laurel St 222, San Carlos, CA 94070-3113CA1988-02$1,641,355
5Shared Interest Inc121 W 27th St Ste 805, New York, NY 10001-6262NY1995-09$1,462,990
6Women Thrive Worldwide, Womens Edge1726 M St Nw Ste 1075, Washington, DC 20036-4527DC1999-02$982,923
7Ten Thousand Village National Capital Area Inc915 King Street, Alexandria, VA 22314-3089VA1995-05$766,091
8All Seasons Community Services530-2 St, Kenyon, MN 55946MN1988-09$721,211
9Ten Thousand Villages Of RaleighPO BOX 10093, Raleigh, NC 27605-0093NC1995-08$665,942
10World Treasures Inc13625c Pennsylvania Ave, Hagerstown, MD 21742-2338MD1996-04$591,573
11Self Help Crafts Of The World West701 Gettysburg Pike, Mechanicsburg, PA 17055-5723PA1993-03$509,707
12Seed Capital Development Fund Ltd1280 5th Ave Apt 8a, New York, NY 10029-7806NY1992-12$507,649
13Ue Research And Education FundOne Gateway Center Ste 1400, Pittsburgh, PA 15222PA1995-06$483,792
14The American-Haitian Foundation3602 Anderson Pike, Signal Mtn, TN 37377-1229TN1999-09$320,963
15Window To The World Ltd, Ten Thousand Villages1056 Saint Charles Ave Ne, Atlanta, GA 30306-4222GA1992-03$290,559
16Missions Development International732 Melrose Ave, Nashville, TN 37211-2151TN2000-03$244,366
17Comunidad Connect7608 S Grape Way, Centennial, CO 80122CO2009-06$228,790
18Sostenica Inc1019 Ashley Rd, West Chester, PA 19382-7560PA2001-11$227,776
19Earth Rise Development Network1741 N 6th Ave, Tucson, AZ 85705-6616AZ1998-10$0
20Peoples Investment Fund For Africa5040 E Shea Blvd Ste 260, Scottsdale, AZ 85254-4687AZ2000-02$0
Number of organizations performing similar types of work
Alaska1
Alabama4
Arkansas2
Arizona3
California13
Colorado7
Connecticut4
District of Columbia16
Delaware1
Florida14
Georgia3
Hawaii2
Iowa2
Idaho1
Illinois13
Indiana8
Kansas2
Kentucky5
Louisiana3
Massachusetts6
Maryland9
Maine2
Michigan9
Minnesota4
Missouri2
Mississippi2
North Carolina7
Nebraska1
New Jersey7
New Mexico1
Nevada1
New York25
Ohio13
Oklahoma2
Oregon4
Pennsylvania13
Rhode Island1
South Carolina4
South Dakota2
Tennessee8
Texas11
Utah3
Virginia7
Washington2
Wisconsin1
West Virginia1
International5
Total257
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateJunior Achievement Of Southeast Texas Inc2115 E Governors Cir, Houston, TX 77092-8711TX1994-05$7,273,126
SubordinateJunior Achievement Of Arizona636 W Southern Ave, Tempe, AZ 85282-4508AZ1994-05$4,430,742
SubordinateJunior Achievement Of Southern Ca6250 Forest Lawn Dr, Los Angeles, CA 90068-1016CA1994-05$4,292,079
SubordinateJunior Achievement Of Georgia Inc460 Abernathy Rd, Atlanta, GA 30328-2506GA1994-05$4,037,122
SubordinateJunior Achievement Of South Florida1130 Coconut Creek Blvd, Coconut Creek, FL 33066-1647FL1994-05$3,586,072
SubordinateJunior Achievement Of Northern California3003 Oak Rd Ste 109, Walnut Creek, CA 94597-4501CA1994-05$2,623,141
SubordinateJunior Achievement Of Greater New Orleans Inc5100 Orleans Ave, New Orleans, LA 70124-3757LA1994-05$1,283,055
SubordinateJunior Achievement Of Central Massachusetts311 Main St, Worcester, MA 01608-1511MA1994-05$698,084
CentralJunior Achievement Usa1 Education Way, Colorado Spgs, CO 80906-4477CO1994-01$33,138,770
SubordinateJunior Achievement Of Chicago651 W Washington Blvd Ste 404, Chicago, IL 60661-2126IL1994-05$9,846,814
SubordinateJunior Achievement Of Wisconsin Inc11111 W Liberty Dr, Milwaukee, WI 53224-3641WI1994-05$6,287,056
SubordinateJunior Achievement Of Washington1700 Westlake Ave N, Seattle, WA 98109-3012WA1994-05$5,240,962
SubordinateJunior Achievement Of Greater Washington1050 17th St Nw Ste 750, Washington, DC 20036-5593DC1994-05$5,114,494
SubordinateJunior Achievement Rocky Mountain1445 Market St Ste 200, Denver, CO 80202-1728CO1994-05$4,739,118
SubordinateJunior Achievement Of Georgia Disco460 Abernathy Rd, Atlanta, GA 30328-2506GA1994-05$4,139,616
SubordinateJunior Achievement Of Tampa Bay13707 N 22nd St, Tampa, FL 33613-4412FL1994-05$3,929,395
SubordinateJunior Achievement Of New York420 Lexington Ave Rm 205, New York, NY 10170-0299NY1994-05$3,854,227
SubordinateJunior Achievement Of The Upper Midwest1800 White Bear Ave N, Maplewood, MN 55109-3704MN1994-05$3,669,542
SubordinateJunior Achievement Of Greater St Louis17339 N Outer 40 Rd, Chesterfield, MO 63005-1358MO1994-05$3,441,360
SubordinateJunior Achievement Of Western Pennsylvania Inc1 Allegheny Ctr Ste 430, Pittsburgh, PA 15212-5408PA1994-05$3,193,268
Number of affiliated organizations
Alaska1
Alabama4
Arkansas1
Arizona1
California5
Colorado5
Connecticut3
District of Columbia1
Delaware1
Florida11
Georgia2
Hawaii1
Iowa3
Idaho1
Illinois5
Indiana6
Kansas2
Kentucky4
Louisiana3
Massachusetts4
Maryland2
Maine1
Michigan8
Minnesota1
Missouri2
Mississippi1
North Carolina3
Nebraska2
New Hampshire1
New Jersey1
New Mexico1
Nevada2
New York7
Ohio11
Oklahoma2
Oregon1
Pennsylvania6
Rhode Island1
South Carolina4
South Dakota1
Tennessee6
Texas10
Utah1
Virginia4
Washington2
Wisconsin1
West Virginia1
International1
Total148

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