Nonprofit · EIN 04-3193575
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
Tax-exempt · NEW BEDFORD, MA 02740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $476,732 | $526,303 | -$49,571 | $240,099 | $76,671 | $163,428 |
| June 30, 2024 | 990 | $428,167 | $469,758 | -$41,591 | $246,325 | $33,326 | $212,999 |
| June 30, 2023 | 990 | $346,789 | $443,634 | -$96,845 | $274,600 | $20,010 | $254,590 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $476,622
- Program service revenue
- $0
- Investment income
- $110
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $142,510
- Other salaries and wages
- $132,498
- Salaries, compensation and benefits (total)
- $297,033
- Professional fundraising fees
- $0
- Accounting fees
- $33,698
- Occupancy
- $21,284
- Depreciation
- $187
- Program services (functional)
- $431,192
- Management and general (functional)
- $62,256
- Fundraising (functional)
- $32,855
Balance sheet and other
- Total assets, start of year
- $246,325
- Total assets, end of year
- $240,099
- Total liabilities, end of year
- $76,671
- Net assets, end of year
- $163,428
- Net assets without donor restrictions
- $83,775
- Net assets with donor restrictions
- $79,653
- Gross receipts
- $476,732
- Employees
- 3
- Volunteers
- 225
- Year formed
- 1993
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY PELLETIER | PRESIDENT & CEO Officer | 40 | $112,800 | $21,387 |
| ANDREW RODRIGUES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBY BAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE PERRY | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| GREGORY O'DONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER POTTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN CABRAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KHERRI-LYNN DONNELLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTEN GAUVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CORREIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL PATACAO | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MICHAEL SILVA | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| NATHAN ARAUJO | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| NICHOLAS PAWLOWSKI | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NICOLE KOPACZEWSKI | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK WALSH | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT FREGAULT | SECRETARY Trustee or director, Officer | 2.5 | $0 |
| SADAF NORD | DIRECTOR Trustee or director | 1 | $0 |
| SHARON MACINNES | DIRECTOR Trustee or director | 1 | $0 |
| SHEILA FARRAGHER | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY BURKE | DIRECTOR Trustee or director | 1 | $0 |
| VERNON MILES | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 |
| WILLITTS MENDONCA | VICE CHAIR Trustee or director, Officer | 2.5 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY PELLETIER | PRESIDENT & CEO Officer | 40 | $90,500 | $18,396 |
| ANDREW RODRIGUES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBY BAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALVIN ARTERBERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE PERRY | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| GREGORY O'DONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER POTTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN CABRAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN LAPOINTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA BOTELHO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KHERRI-LYNN DONNELLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLY LIMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTEN GAUVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLIE POULIN | OUTGOING DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CORREIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL PATACAO | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MICHAEL SILVA | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| NATHAN ARAUJO | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| NICHOLAS PAWLOWSKI | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| PATRICK WALSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT FREGAULT | SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| SADAF NORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHARON MACINNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHEILA FARRAGHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY BURKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERNON MILES | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| WAYNE SWENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLITTS MENDONCA | VICE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY PELLETIER | PRESIDENT & CEO Officer | 40 | $76,755 | $13,669 |
| JACOB MILLER | PRESIDENT (JULY - OCT) Officer | 40 | $10,587 | $766 |
| ANDREW RODRIGUES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBY BAILEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CALVIN ARTERBERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE PERRY | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| GREGORY O'DONNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER POTTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN CABRAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN LAPOINTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA BOTELHO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KHERRI-LYNN DONNELLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLY LIMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTEN GAUVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LESLIE POULIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAUREEN SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CORREIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL PATACAO | CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| MICHAEL SILVA | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| NATHAN ARAUJO | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| NICK PAWLOWSKI | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| PATRICK WALSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT FREGAULT | SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| SADAF NORD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHEILA FARRAGHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY BURKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VERNON MILES | EXEC COMMITTEE AT LARGE Trustee or director, Officer | 2.5 | $0 | $0 |
| WAYNE SWENSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLITTS MENDONCA | VICE CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 128 UNION ST SUITE 304, NEW BEDFORD, MA 02740-6386
- Principal officer (990 for 2024)
- JEFFREY PELLETIER, 128 UNION STREET 304, NEW BEDFORD, MA 02740
- Signed the 990
- JEFFREY PELLETIER, PRESIDENT & CEO
- Phone
- (508) 997-6536
- Website
- WWW.JASOUTHERNMA.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS IS PART OF THE WORLD'S LARGEST ORGANIZATION DEDICATED TO GIVING YOUNG PEOPLE THE KNOWLEDGE AND SKILL 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.
Program accomplishments
- FACILITATED PROGRAMS FOR BUSINESS EDUCATION CONDUCTED 186 LEARNING EXPERIENCES, REACHING 3,208 STUDENTS FOR 16,300 EDUCATIONAL CONTACT HOURS. JUNIOR ACHIEVEMENT ALSO PROVIDES INNOVATIVE FINANCIAL LITERACY, CAREER READINESS AND ENTREPRENEURSHIP PROGRAMS OUTSIDE OF THE CLASSROOM INCLUDING OUR TITAN BUSINESS CHALLENGE PROGRAM FOR HIGH SCHOOL SENIORS WHICH PREPARES THEM FOR SUCCESS IN THE BUSINESS WORLD AND OUR WORKFORCE DEVELOPMENT PROGRAMS FOR OUT-OF-SCHOOL-YOUTH.Expenses $431,192
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3193575
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- International, foreign affairs and national security (Q320)
- Group exemption
- 1116: JUNIOR ACHIEVEMENT USA
- Assets (IRS master file)
- $240,099
- Income (IRS master file)
- $476,732
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $476,732 | $526,303 | $240,099 | IRS |
| 990 | June 2024 | $428,167 | $469,758 | $246,325 | IRS |
| 990 | June 2023 | $346,789 | $443,634 | $274,600 | XML |
| 990 | June 2022 | $554,316 | $491,655 | $375,832 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3193575).
Questions about JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS
- What is the EIN of JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS?
- The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS is 04-3193575.
- Is JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Which annual return does JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS?
- The 990 for the year ended June 30, 2025 names JEFFREY PELLETIER.
- Who are the officers and directors of JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS?
- The 990 for the year ended June 30, 2025 lists 24 people; 1 received compensation from the organization, the highest $112,800 (JEFFREY PELLETIER, PRESIDENT & CEO).
- How much revenue does JUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $476,732, expenses of $526,303 and total assets of $240,099 at year end.
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