Junior Achievement Of Southern Ca

Current Fiscal Year

Fiscal Year Start Date: July 1, 2025

Fiscal Year End Date: June 30, 2026

Projected Revenue: $487,470

Projected Expense: $449,915

Revenue vs. Expense ($)

Expense Breakdown: 2025 (%)

Expense Breakdown: 2024 (%)

Expense Breakdown: 2023 (%)

990 Tax Form Newest 990 Year opens each June

Prior Three Years Total Revenue and Expense Totals

Fiscal Year	2025	2024	2023
Total Revenue	$6,717,160	$3,577,459	$5,758,148
Total Expenses	$4,191,189	$3,946,274	$3,454,690

Prior Three Years Revenue Sources

Fiscal Year	2025	2024	2023
Foundation and Corporation Contributions	-	-	$3,360,812
Government Contributions	-	-	-
Federal	-	-	-
State	-	-	-
Local	-	-	-
Unspecified	-	-	-
Individual Contributions	-	-	-
Indirect Public Support	-	-	-
Earned Revenue	$452,740	$395,030	$536,370
Investment Income, Net of Losses	$248,696	-	$49,248
Membership Dues	-	-	-
Special Events	-	-	$1,517,827
Revenue In-Kind	$122,686	-	$214,829
Other Revenue	$67,825	-	$343,375

Prior Three Years Expense Allocations by Type

Fiscal Year	2025	2024	2023
Program Expense	$3,138,076	-	$2,394,207
Administration Expense	$102,937	-	$300,595
Fundraising Expense	$817,905	-	$759,888
Payments to Affiliates	-	-	-
Total Revenue/Total Expenses	1.60	0.91	1.67
Program Expense/Total Expenses	75%	-	69%
Fundraising Expense/Total Revenue	12%	-	13%

Prior Three Years Assets and Liabilities

Fiscal Year	2025	2024	2023
Total Assets	$10,793,230	$8,099,814	$8,539,084
Current Assets	$7,934,594	-	$5,502,445
Long-Term Liabilities	-	-	-
Current Liabilities	$586,467	-	$493,865
Total Net Assets	$10,206,763	$7,676,406	$8,045,219

Short Term Solvency

Fiscal Year	2025	2024	2023
Current Assets/Current Liabilities	13.53	-	11.14

Long Term Solvency

Fiscal Year	2025	2024	2023
Long Term Liabilities/Total Assets	-	-	-

Endowment/Capital Campaigns

Are you currently in a Capital Campaign? Yes

Capital Campaign Purpose:
Junior Achievement of Orange County and Inland Empire (JA OCIE) is launching a $400,000 capital campaign to fund the creation and launch of JA Finance Park Pop-Up: A Mobile Experience—a fully transportable, immersive financial literacy and career readiness simulation designed to reach students in low- to moderate-income schools across Orange County and the Inland Empire. This mobile model transforms our traditional, site-based JA Finance Park into a flexible, modular simulation that is brought directly to schools and community sites, removing transportation and funding barriers that often prevent participation. The experience includes branded simulation stations, interactive digital tools such as tablets, and trained community and corporate volunteers who guide students through the hands-on process. Following in-class lessons, students participate in a 6-hour immersive simulation, assuming a real-world persona with a career, income, family structure, and financial responsibilities. They make budgeting decisions across essential categories like housing, food, transportation, savings, and childcare—mirroring the challenges of adult life and preparing them for future financial independence. The capital campaign will fund the design, production, equipment, transportation infrastructure, and launch of the mobile program. Once operational, it will serve up to 3,000 students annually, expanding equitable access to high-quality personal finance education while strengthening decision-making skills, confidence, and career readiness. This one-time investment offers a scalable, sustainable solution to deliver life-changing education directly to communities that need it most.

Campaign Goal: $450,000

Capital Campaign Start Date: July 1, 2025

Capital Campaign End Date: June 30, 2026

Capital Campaign Raised-to-Date Amount: $15,000