2022-02-22T14:34:19-06:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2020-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 MICHAEL FROHNA PRESIDENT 4145773800 2022-02-17 1 MICHAEL FROHNA 999009999 KIMBERLY ANDERSON P00188889 6086628600 2022-02-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL FROHNA 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 4313496 0 1116 X WISCONSIN.JA.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 89 89 80 509 0 0 5880779 3504587 0 0 1549587 292793 -205594 -26776 7224772 3770604 53500 33050 0 0 2513276 2461494 0 0 490199 1755732 1453832 4322508 3948376 2902264 -177772 22890583 25670610 2442545 2098575 20448038 23572035 X JUNIOR ACHIEVEMENT OF WISCONSIN, INC. SERVES A FRANCHISED AREA OF JA USA, INC. THE ORGANIZATION WAS CREATED FOR THE PURPOSE OF ENHANCING WISCONSIN'S ECONOMIC VITALITY BY PROVIDING YOUNG PEOPLE AND THE CHANGING WORKFORCE WITH EXPERIENCE-BASED ECONOMIC EDUCATION THROUGH PARTNERSHIPS THAT ARE RESPONSIVE TO BUSINESS, EDUCATION, AND COMMUNITY NEEDS. THE ORGANIZATION PREPARES YOUNG PEOPLE TO SUCCESSFULLY NAVIGATE THEIR ECONOMIC FUTURE. THROUGH LEARNING EXPERIENCES THAT SIMULATE FUTURE SUCCESS AND SUPPORT CAREER DISCOVERY. JA PROGRAMS PROVIDE STUDENTS WITH THE FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORK READINESS SKILLS THAT THEY WILL NEED TO BECOME RESPONSIBLE CITIZENS AND SUCCEED IN A GLOBAL ECONOMY. 0 0 1303434 ELEMENTARY GRADE PROGRAMS - STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW MAKING SMART FINANCIAL DECISIONS BENEFITS THEIR FAMILY AND COMMUNITY. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. VOLUNTEERS INSPIRE STUDENTS TO THINK ABOUT MAKING CHOICES FOR FUTURE SUCCESS. 21,822 STUDENTS IN 1,163 CLASSES. 887437 JA BIZTOWN AND JA FINANCE PARK ARE REALITY-BASED, HANDS-ON LEARNING PROGRAMS. THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES, AND ACTIVE PARTICIPATION IN AN INTERACTIVE SIMULATION, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN AN ECONOMY AND THE PRINCIPLES OF BUDGETING.JA BIZ TOWN TAKES 4TH-6TH GRADE STUDENTS INTO THE WORLD OF BUSINESS AND THE ECONOMY OF A COMMUNITY, AS THEY BECOME "ADULTS FOR THE DAY". THEY ASSUME ROLES OF PRODUCERS, CONSUMERS AND INVESTORS. STUDENTS LEARN HOW TO CREATE AND MANAGE A BUSINESS, AS WELL AS MAKING SMART FINANCIAL DECISIONS TO BENEIFT THEMSELVES, THEIR FAMILY, AND THEIR COMMUNITY. VOLUNTEERS ASSIST STUDENTS IN MAKING CHOICES FOR THEIR BUSINESS AND PROVIDE CAREER EXPLORATION OPPORTUNITIES.2,785 STUDENTS IN 118 CLASSESJA FINANCE PARK INTRODUCES MIDDLE AND HIGH SCHOOL STUDENTS TO PERSONAL FINANCE AND CAREER EXPLORATION. DURING THEIR TIME AT JA FINANCE PARK, STUDENTS RECEIVE RANDOMLY ASSIGNED LIVE SCENARIOS, INCLUDING FAMILY, CAREER, AND FINANCIAL SITUATION. VOLUNTEERS GUIDE THE STUDENTS TO: CREATE AND MAINTAIN A BALANCED FAMILY BUDGET, USE BANKING SERVICES, ARRANGE FOR HOUSING AND TRANSPORTATION, AND MAKE INVESTMENT DECISIONS.1,115 STUDENTS IN 51 CLASSES 516277 MIDDLE GRADE PROGRAMS STUDENTS LEARN ABOUT CAREERS AND TOOLS TO FIND A CAREER PATH IN WHICH THEY CAN BE SUCCESSFUL AND SUPPORT THEIR FAMILY AND COMMUNITY. COMMUNITY VOLUNTEERS GUIDE STUDENTS THROUGH ACTIVITIES AND DISCUSSION TO LEARN VITAL LIFE SKILLS, SUCH AS FINANCIAL PLANNING/BUDGETING, DEVELOPING A PERSONAL BRAND, AND MAKING ETHICAL DEICISIONS. 13,931 STUDENTS IN 557 CLASSES 410391 33050 HIGH SCHOOL PROGRAMS - BUILDS ON WHAT STUDENTS HAVE LEARNED TO MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTERS SKILLS THAT WILL BE HIGHLY USEFUL IN THE WORKFORCE. WITH A RANGE OF DIFFERENCT PROGRAMS, JA TEACHES CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY AND WORK READINESS. VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 20,663 STUDENTS IN 489 CLASSES 410391 33050 3117539 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 80 0 0 0 0 0 0 1 1 0 0 0 0 X 89 89 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 WI X X X JEFFREY DELAHAUT 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 KARA KAISER CHAIR 1.00 X X 0 0 0 TROY CARROTHERS VICE CHAIR 1.00 X X 0 0 0 SEAN TORINUS SECRETARY 1.00 X X 0 0 0 SARAH LAUBER TREASURER 1.00 X X 0 0 0 AARON GRUNDMAN DIRECTOR 1.00 X 0 0 0 APRIL DUNN DIRECTOR 1.00 X 0 0 0 ARTHUR SMITH DIRECTOR 1.00 X 0 0 0 BRAD SCHLOSSMANN DIRECTOR 1.00 X 0 0 0 BRIAN ADAM DIRECTOR 1.00 X 0 0 0 BRUCE ARENSMEIER DIRECTOR 1.00 X 0 0 0 BRUCE LANSER DIRECTOR 1.00 X 0 0 0 CHAD CUNDIFF DIRECTOR 1.00 X 0 0 0 CHARLES MELLOWES DIRECTOR 1.00 X 0 0 0 CHRISTINE ANDERSON DIRECTOR 1.00 X 0 0 0 DOUG O'CONNOR DIRECTOR 1.00 X 0 0 0 DR KATRICE COTTON DIRECTOR 1.00 X 0 0 0 DR ROBERT TATTERSON DIRECTOR 1.00 X 0 0 0 DR SUSAN A MAY DIRECTOR 1.00 X 0 0 0 ED MAGINOT DIRECTOR 1.00 X 0 0 0 GUY SMITH DIRECTOR 1.00 X 0 0 0 HOLLY REILLY DIRECTOR 1.00 X 0 0 0 JACK ENEA DIRECTOR 1.00 X 0 0 0 JAMES MEYER DIRECTOR 1.00 X 0 0 0 JAMES QUINLAN DIRECTOR 1.00 X 0 0 0 JAY ROTHMAN DIRECTOR 1.00 X 0 0 0 JENNIFER GREEN DIRECTOR 1.00 X 0 0 0 JENNIFER WOLFF DIRECTOR 1.00 X 0 0 0 JENNIFER ZIERER DIRECTOR 1.00 X 0 0 0 JILL BRZESKI DIRECTOR 1.00 X 0 0 0 JOANNE SZYMASZEK DIRECTOR 1.00 X 0 0 0 JOHN HAYNES III DIRECTOR 1.00 X 0 0 0 JOHN HOWARD DIRECTOR 1.00 X 0 0 0 JOHN KOSS JR DIRECTOR 1.00 X 0 0 0 JOHN SPLUDE DIRECTOR 1.00 X 0 0 0 JOSEPH GEHRKE DIRECTOR 1.00 X 0 0 0 KAREN HUNG DIRECTOR 1.00 X 0 0 0 KAUSHAL CHARI DIRECTOR 1.00 X 0 0 0 KURT BECHTHOLD DIRECTOR 1.00 X 0 0 0 LAURA THUROW DIRECTOR 1.00 X 0 0 0 LORI BECHTHOLD DIRECTOR 1.00 X 0 0 0 MARK METZENDORF DIRECTOR 1.00 X 0 0 0 MATT HUNTER DIRECTOR 1.00 X 0 0 0 MICHAEL DARROW DIRECTOR 1.00 X 0 0 0 MICHAEL SCHULZE DIRECTOR 1.00 X 0 0 0 MICHAEL SHEPPARD DIRECTOR 1.00 X 0 0 0 NANCY SENNETT DIRECTOR 1.00 X 0 0 0 PAUL DANOLA DIRECTOR 1.00 X 0 0 0 PAUL HULTGREN DIRECTOR 1.00 X 0 0 0 PETER KORDUS DIRECTOR 1.00 X 0 0 0 RAYMOND WILSON DIRECTOR 1.00 X 0 0 0 REGGIE NEWSON DIRECTOR 1.00 X 0 0 0 RICK PARRA DIRECTOR 1.00 X 0 0 0 ROBERT COWEN DIRECTOR 1.00 X 0 0 0 ROBERT LANDWEHR DIRECTOR 1.00 X 0 0 0 SAMUEL DICKMAN DIRECTOR 1.00 X 0 0 0 SANG KIM DIRECTOR 1.00 X 0 0 0 SHANNON HUOT DIRECTOR 1.00 X 0 0 0 STEVE CRAMER DIRECTOR 1.00 X 0 0 0 SUSAN FRONK DIRECTOR 1.00 X 0 0 0 TED CRANDALL DIRECTOR 1.00 X 0 0 0 THOMAS DOERR JR DIRECTOR 1.00 X 0 0 0 THOMAS HAUSKE JR DIRECTOR 1.00 X 0 0 0 THOMAS IANNACONE DIRECTOR 1.00 X 0 0 0 TIM PLOETZ DIRECTOR 1.00 X 0 0 0 TIMOTHY REARDON DIRECTOR 1.00 X 0 0 0 TOM KISSINGER DIRECTOR 1.00 X 0 0 0 TROY BARTOSHEVICH DIRECTOR 1.00 X 0 0 0 WILLIAM NASGOVITZ DIRECTOR 1.00 X 0 0 0 WILLIAM STONE DIRECTOR 1.00 X 0 0 0 YAN ARSENAULT DIRECTOR 1.00 X 0 0 0 CHRIS CASEY DIRECTOR 1.00 X 0 0 0 TIM DAANEN DIRECTOR 1.00 X 0 0 0 TENA HOAG DIRECTOR 1.00 X 0 0 0 KYLE KLOTZBUECHER DIRECTOR 1.00 X 0 0 0 BRET WAGNER DIRECTOR 1.00 X 0 0 0 DAVE WALSH DIRECTOR 1.00 X 0 0 0 STACEY RENN DIRECTOR 1.00 X 0 0 0 JOE VAN DERVEN DIRECTOR 1.00 X 0 0 0 MICHAEL FROHNA PRESIDENT 50.00 X 225171 0 26210 225171 0 26210 1 0 1 0 0 759211 830871 1914505 63349 3504587 189741 189741 437310 334258 103052 103052 103052 118626 759211 208634 -90008 -90008 LAND CONTRACT RECEIVAB 900099 54165 54165 OTHER REVENUE 611710 6212 6212 MORTGAGE INTEREST 900099 2855 2855 63232 3770604 63232 0 202785 33050 33050 247125 98850 49425 98850 1817811 1364865 183989 268957 55086 48125 6961 205326 162654 14817 27855 136146 101773 10217 24156 26955 20216 1348 5391 36439 27273 1893 7273 78369 69553 4835 3981 213595 200840 6370 6385 4152 3858 198 96 315198 315198 376975 359307 8807 8861 81554 73899 7213 442 OUTSIDE SERVICES 108648 97486 12178 -1016 REPAIRS AND MAINTENANCE 94962 86332 4315 4315 BAD DEBT EXPENSE 59277 0 37906 21371 PROGRAM MATERIALS 25507 25507 32201 28753 -2873 6321 3948376 3117539 340638 490199 60686 63111 3239546 3745640 2629160 1648864 35278 212761 123819 0 64903 56985 10288116 2213414 8350453 8074702 8386738 11868547 22890583 25670610 639649 440731 18550 17950 1169034 1028034 615312 611860 2442545 2098575 X 15027133 17829528 5420905 5742507 20448038 23572035 22890583 25670610 -177772 3301769 0 X 0 1 X 1 0 X 5081657 4358105 5477709 5880779 3504587 24302837 5081657 4358105 5477709 5880779 3504587 24302837 1114424 23188413 107230 103679 133385 217793 189741 751828 28982 34270 25813 34959 63232 187256 25241921 768452 0.91860 0.90590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 28,982. 2017 AMOUNT: $ 470. 2018 AMOUNT: $ 4,813. 2019 AMOUNT: $ 18,459. 2020 AMOUNT: $ 6,212. LAND CONTRACT RECEIVABLE - 2017 AMOUNT: $ 11,728. 2018 AMOUNT: $ 13,932. 2019 AMOUNT: $ 10,101. 2020 AMOUNT: $ 54,165. EXPIRED SCHOLARSHIPS - 2017 AMOUNT: $ 10,000. MORTGAGE INTEREST - 2017 AMOUNT: $ 7,772. 2018 AMOUNT: $ 7,068. 2019 AMOUNT: $ 6,399. 2020 AMOUNT: $ 2,855. RESTITUTION - 2017 AMOUNT: $ 4,300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7573574 420271 3162357 235125 10921077 7547844 151053 125323 7573574 6298896 1241991 291965 285008 7547844 6033257 66815 666189 467365 6298896 5508774 4117 901665 381299 6033257 0.62350 0.24720 0.12930 0 0 860406 860406 7599366 732092 6867274 1789345 1454023 335322 38999 27299 11700 8074702 REFUNDABLE ADVANCE - PPP FUNDS 611860 611860 X 7096346 3301769 57023 3358792 3737554 33050 33050 3770604 3972349 57023 57023 3915326 33050 33050 3948376 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS GRANTS/SCHOLARSHIPS 33,050. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS GRANTS/SCHOLARSHIPS 33,050. HALL OF FAME - WBHF 187678 174178 13500 0 4702 14201 36590 BUSINESS CHALLENGES 215370 194370 21000 13000 1200 0 21 0 13683 11 474789 390663 84126 7750 500 550 2849 350 113238 877837 759211 118626 20750 6402 550 17071 350 163511 208634 -90008 1 HIGHER EDUCATION SCHOLARSHIPS 34 33050 PART I, LINE 2: THE ORGANIZATION HAS A SELECTION COMMITTEE THAT REVIEWS THE APPLICATIONS AND AFTER AWARDING, BUT BEFORE PAYMENT, THE STUDENTS NEED TO PROVIDE PROOF OF ENROLLMENT IN A COLLEGE OR UNIVERSITY AND MAINTAIN A MINIMUM GRADE POINT AVERAGE. FURTHER, THE ORGANIZATION ISSUES THE CHECKS DIRECTLY TO THE EDUCATIONAL INSTITUTION AND NEVER TO THE STUDENTS. CERTAIN SCHOLARSHIPS ARE AWARDED FOR THE TOP TEAMS COMPETING IN THE LOCAL AND STATEWIDE BUSINESS CHALLENGE EVENTS HELD BY THE ORGANIZATION. THESE SCHOLARSHIPS ARE NOT AWARDED IN THE PROCESS DESCRIBED ABOVE, BUT THEY ARE MONITORED IN THE SAME MANNER. X 1 0 X X X 0 0 0 1 0 1 0 0 0 MICHAEL FROHNA PRESIDENT 217885 0 0 0 7286 0 8715 0 17495 0 251381 0 0 0 PART I, LINE 3 JA USA PROVIDES COMPENSATION DATA FOR THE PRESIDENT THAT IS TAKEN INTO CONSIDERATION ALONG WITH LOCAL PAY DATA FOR SIMILAR EXECUTIVE DIRECTORS IN THE LOCAL MARKET. THE HR COMMITTEE ALONG WITH THE EXECUTIVE COMMITTEE WILL REVIEW THE DATA AND SET THE COMP. PART I, LINE 5 A COMPONENT OF THE VARIABLE INCENTIVE PAY PACKAGE IS TIED TO THE ORGANIZATION ACHIEVING ITS FUNDRAISING GOALS AND BUDGETED NET SURPLUS OR DEFICIT. PART I, LINE 6 A COMPONENT OF THE VARIABLE INCENTIVE PAY PACKAGE IS TIED TO THE ORGANIZATION ACHIEVING ITS FUNDRAISING GOALS AND BUDGETED NET SURPLUS OR DEFICIT. X 4 11245 SELLING PRICE X OTHER SPECIAL EVENTS 168 35517 FAIR VALUE X BUSINESS CHALLENGE EVENT 6 8500 FAIR VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 THE OFFICERS OF THE CORPORATION, STANDING COMMITTEE CHAIRS, THREE TO FIVE DISTRICT AREA REPRESENTATIVES AND SELECT AD HOC MEMBERS SHALL FORM A STATEWIDE EXECUTIVE COMMITTEE WHICH, BETWEEN MEETINGS OF THE FULL BOARD OF DIRECTORS, SHALL EXERCISE THE POWERS OF THE BOARD OF DIRECTORS, INCLUDING APPROVAL OF QUARTERLY BUDGETS (SEPTEMBER-DECEMBER, JANUARY-MARCH, APRIL-JUNE), AS MAY BE NECESSARY. FORM 990, PART VI, SECTION A, LINE 1 FOR 2020-2021, DUE TO THE PANDEMIC, THE BOARD ALLOCATED THE QUARTERLY BUDGET APPROVAL TO THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 KURT AND LORI BECHTHOLD ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE, UPON AUTHORITY OF THE BOARD, WILL REVIEW AND APPROVE THE TAX RETURN PRIOR TO THE 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DEVELOPMENT COMMITTEE REVIEWS ALL THE CONFLICT OF INTEREST STATEMENTS. ANY ISSUES THAT ARISE FROM THE REVIEW WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE RECEIVES COMPENSATION DATA FROM JA USA FOR THE PRESIDENT POSITION AS WELL AS MARKET DATA FOR OUR REGION. THE HR COMMITTEE WILL REVIEW THE COMPENSATION DATA PROVIDED BY JA USA AS WELL AS LOCAL MARKET COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.