2021-02-16T14:41:55-06:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2019-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 MICHAEL FROHNA PRESIDENT 4145773800 2021-02-12 1 KIMBERLY ANDERSON P00188889 6086628600 2021-02-12 2019 2022-09-23 18:48:47Z MICHAEL FROHNA 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 17597412 0 1116 X WISCONSIN.JA.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 94 94 85 4830 0 0 5477709 5880779 0 0 575786 1549587 -288435 -205594 5765060 7224772 52600 53500 0 0 4003479 2513276 0 0 426806 1715086 1755732 5771165 4322508 -6105 2902264 20372726 22890583 1611275 2442545 18761451 20448038 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 1453727 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. 27,114 STUDENTS IN 1,462 CLASSES. 1143638 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.8,443 STUDENTS IN 332 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.5,046 STUDENTS IN 185 CLASSES 580620 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. 23,340 STUDENTS IN 1,198 CLASSES 455169 53500 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. 17,789 STUDENTS IN 1,022 CLASSES 455169 53500 3633154 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 16 0 85 1 0 0 0 0 0 1 1 0 0 0 0 X 94 94 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 WI 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 CARL BROWN 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 DAN MEYER DIRECTOR 1.00 X 0 0 0 DAVE WERNER DIRECTOR 1.00 X 0 0 0 DENNIS KRAKAU 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 GROSS 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 KEITH BURNS 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 MARC PRESSLER 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 ORZECHOWSKI 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 PATRICK GORIS 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 TODD TESKE DIRECTOR 1.00 X 0 0 0 TOM KISSINGER DIRECTOR 1.00 X 0 0 0 TONY EVERS DIRECTOR 1.00 X 0 0 0 TROY BARTOSHEVICH DIRECTOR 1.00 X 0 0 0 WAYNE OLDENBURG 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 DAN CUNNINGHAM 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 JOEL KUPLACK DIRECTOR 1.00 X 0 0 0 TERRY MOELLER DIRECTOR 1.00 X 0 0 0 BRET WAGNER DIRECTOR 1.00 X 0 0 0 MELISSA WINTER DIRECTOR 1.00 X 0 0 0 DAVE WALSH DIRECTOR 1.00 X 0 0 0 ANDREW SHALLOW DIRECTOR 1.00 X 0 0 0 STEVE DONOVAN DIRECTOR 1.00 X 0 0 0 MICHAEL FROHNA PRESIDENT 50.00 X 236116 0 57436 236116 0 57436 1 0 1 0 MIRON CONSTRUCTION 1400 N WATER ST 200 MILWAUKEE WI 53202 CONSTRUCTION 1244000 1 1118005 48250 4714524 262599 5880779 216218 216218 1575 0 1575 1575 1575 11435281 10101912 1333369 1333369 1333369 28600 1118005 270728 -242128 -242128 OTHER REVENUE 611710 18459 18459 LAND CONTRACT RECEIVABLE 900099 10101 10101 MORTGAGE INTEREST 900099 6399 6399 34959 7224772 0 0 1343993 53500 53500 279105 139553 55821 83731 2322389 1852371 182620 287398 -509479 -387347 -62300 -59832 239301 189595 13371 36335 181960 141587 18065 22308 24206 17853 1213 5140 114027 103724 2514 7789 217406 202451 7385 7570 30291 27561 420 2310 378294 378294 283760 265248 9231 9281 82521 76340 5809 372 PROGRAM MATERIALS 304992 304992 OUTSIDE SERVICES 163036 143408 14573 5055 EQUIPMENT RENT AND MAIN 69580 63446 3066 3068 VOLUNTEER EXPENSES 17530 16354 319 857 70089 44224 10441 15424 4322508 3633154 262548 426806 61399 60686 1306872 3239546 1414339 2629160 4391 35278 133921 123819 95256 64903 10186892 1836439 7653960 8350453 9702588 8386738 20372726 22890583 855971 639649 16200 18550 0 1169034 739104 615312 1611275 2442545 X 14340513 15027133 4420938 5420905 18761451 20448038 20372726 22890583 2902264 -1215677 0 X 0 1 X 1 0 X 5357661 5081657 4358105 5477709 5880779 26155911 5357661 5081657 4358105 5477709 5880779 26155911 1676648 24479263 133339 107230 103679 133385 217793 695426 47227 28982 34270 25813 34959 171251 27022588 984678 0.90590 0.94240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 47,227. 2016 AMOUNT: $ 28,982. 2017 AMOUNT: $ 470. 2018 AMOUNT: $ 4,813. 2019 AMOUNT: $ 18,459. LAND CONTRACT RECEIVABLE - 2017 AMOUNT: $ 11,728. 2018 AMOUNT: $ 13,932. 2019 AMOUNT: $ 10,101. EXPIRED SCHOLARSHIPS - 2017 AMOUNT: $ 10,000. MORTGAGE INTEREST - 2017 AMOUNT: $ 7,772. 2018 AMOUNT: $ 7,068. 2019 AMOUNT: $ 6,399. RESTITUTION - 2017 AMOUNT: $ 4,300. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7547844 0 151053 125323 7573574 6298896 1241991 291965 285008 7547844 6033257 66815 666189 467365 6298896 5508774 4117 901665 381299 6033257 5847803 42141 -76846 304324 5508774 0.63520 0.35650 0.00830 0 0 860406 860406 6131694 460399 5671295 1467672 73434 1394238 1688121 1283106 405015 38999 19500 19499 8350453 REFUNDABLE ADVANCE - PPP FUNDS 615312 615312 X 6022319 -1215677 62224 -1153453 7175772 49000 49000 7224772 4335732 62224 62224 4273508 49000 49000 4322508 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 49,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS GRANTS/SCHOLARSHIPS 49,000. JAWA AUCTION 445541 416941 28600 40060 10000 99409 BUSINESS CHALLENGES 217847 217847 350 900 300 3445 150 8386 11 483217 483217 250 4122 5438 10523 0 87395 1146605 1118005 28600 600 5022 5738 54028 10150 195190 270728 -242128 1 HIGHER EDUCATION SCHOLARSHIPS 62 53500 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 X X X 0 0 0 1 0 1 0 0 0 MICHAEL FROHNA PRESIDENT 221180 0 14936 0 0 0 38122 0 19314 0 293552 0 0 0 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 5 86867 SELLING PRICE X MISCELLANEOUS NON-EVENT 29 127645 FAIR VALUE X OTHER SPECIAL EVENTS 237 37612 FAIR VALUE X JAWA AUCTION EVENT 39 6206 FAIR VALUE X BUSINESS CHALLENGE EVENT 30 4269 FAIR VALUE 0 1 0 FORM 990, PART IV, LINE 22: THE SCHOLARSHIP EXPENSES ARE RECORDED AS PART OF THE SPECIAL EVENTS RATHER THAN ON PART IX, LINE 2. SCHEDULE I HAS BEEN INCLUDED TO REPORT ALL SCHOLARSHIPS. 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 2 KURT AND LORI BECHTHOLD ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990. A COPY WILL THEN BE SENT TO ALL BOARD MEMBERS. 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 SUBJECT TO BOARD APPROVAL. LOCAL AND NATIONAL COMPENSATION COMPARISONS ARE REVIEWED. KEY EMPLOYEES PAY IS REVIEWED AGAINST LOCAL AND NATIONAL DATA. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.