2021-05-11T11:30:53-05:00 2020-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2019-07-01 841267604 JUNIOR ACHIEVEMENT USA % EDWARD PRIEM II JUNI 7195408000 One Education Way Colorado Springs CO 80906 EDWARD PRIEM II CFO 7195406235 2021-05-04 true Adam R Smith CPA P00958966 7194714290 2019 2022-09-23 18:48:47Z JACK KOSAKOWSKI PRES AND CEO ONE EDUCATION WAY COLORADO SPRINGS CO 80906 36109123 false 1116 X WWW.JA.ORG X 1992 CO JA EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS THROUGH VOLUNTEER-DELIVERED PROGRAMS WHICH GIVE THEM KNOWLEDGE/SKILLS IN FINAN LITERACY, WORK READINESS & ENTREPRENEURSHIP. 41 40 82 40 0 14362992 15627710 4918359 13032318 370388 282781 9664609 548782 29316348 29491591 4429815 6068281 0 0 10166410 10143990 0 0 1795260 10538493 12364820 25134718 28577091 4181630 914500 39525999 37282498 14352905 11126218 25173094 26156280 X TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. SEE ADDITIONAL MISSION INFORMATION ON SCHEDULE O. false false 22505434 6068281 13581100 THE ORGANIZATION ASSISTED ITS US AREAS IN SETTING UP AND/OR MAINTAINING THEIR OWN ORGANIZATION TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. JA AREAS REACHED APPROXIMATELY 3 MILLION ELEMENTARY THROUGH POST-SECONDARY STUDENTS FOR THE YEAR ENDED 6/30/2020. 22505434 true true false true false false false false true false true false false true true false false true false false true true false false false false false true false true false false false false false false false false false false false false false true false false true 49 0 82 true false false false false false false false false false false false false X 41 40 false false false false true false true true true false true true true true true true true true true true false CA CT NY X X EDWARD PRIEM II 7195406235 ONE EDUCATION WAY COLORADO SPRINGS CO 80906 X JACK E KOSAKOWSKI PRESIDENT AND CEO 40.0 0.0 X X 536383 0 37555 CECIL THIBODEAUX EVP 40.0 0.0 X 373458 0 30062 TIMOTHY GREINERT SVP - DEVELOPMENT 40.0 0.0 X 293426 0 33789 SUSAN LUU SVP - BUSINESS IMPROVEMENT 40.0 0.0 X 282070 0 28991 ED GROCHOLSKI SVP - BRAND 40.0 0.0 X 263558 0 31278 MARY CATHERINE DESROSIERS SVP EDUCATION AND LEARNING 40.0 0.0 X 268968 0 8840 LESLIE PIERCE SVP TALENT AND ORGANIZATION DE 40.0 0.0 X 248905 0 19647 STEVE SCHMIDT SVP - OPERATIONS 40.0 0.0 X 204661 0 27487 EDWARD PRIEM II CFO 40.0 0.0 X 215032 0 16654 HOWARD BARTNER SVP - OPERATIONS 40.0 0.0 X 197823 0 30719 JACQUELINE DANT SVP - OPERATIONS 40.0 0.0 X 157528 0 29636 CHRISTINE KUNTZ SVP - OPERATIONS 40.0 0.0 X 157175 0 22913 MARK FIORE VP - COMPENSATION AND BENEFITS 40.0 0.0 X 146311 0 27560 KRIS PONCIROLI VP DONOR RELATIONS AND DEV SVC 40.0 0.0 X 145228 0 27025 JEANNINE REILLY VP - EDUCATION DELIVERY AND TE 40.0 0.0 X 148626 0 23115 JEANETTE LEE VP DEVELOPMENT 40.0 0.0 X 141320 0 23562 LISA FRYE VP Employment & Employee Relat 40.0 0.0 X 127899 0 12360 AINAR D AIJALA JR DIRECTOR 2.0 0.0 X 0 0 0 ALAN S ARMSTRONG DIRECTOR 2.0 0.0 X 0 0 0 ARNOLD EVANS DIRECTOR 2.0 0.0 X 0 0 0 ASHEESH ADVANI DIRECTOR 2.0 0.0 X 0 0 0 BECKY FRANKIEWICZ DIRECTOR 2.0 0.0 X 0 0 0 CATHERINE S BRUNE DIRECTOR 2.0 0.0 X 0 0 0 CLYDE D KEATON DIRECTOR 2.0 0.0 X 0 0 0 DINO E ROBUSTO DIRECTOR 2.0 0.0 X 0 0 0 DOUGLAS OLSON DIRECTOR 2.0 0.0 X 0 0 0 JEANETTE HERNANDEZ PRENGER DIRECTOR 2.0 0.0 X 0 0 0 JEFF HANSBERRY DIRECTOR 2.0 0.0 X 0 0 0 JULIE A MONACO DIRECTOR 2.0 0.0 X 0 0 0 LARRY LEVA DIRECTOR 2.0 0.0 X 0 0 0 LAURA NEWINSKI DIRECTOR 2.0 0.0 X 0 0 0 LAWRENCE SIDWELL DIRECTOR 2.0 0.0 X 0 0 0 MONICA HOWARD DOUGLAS DIRECTOR 2.0 0.0 X 0 0 0 PAUL E MCKNIGHT DIRECTOR 2.0 0.0 X 0 0 0 PERRY HEWITT DIRECTOR 2.0 0.0 X 0 0 0 ROBERT LLOYD DIRECTOR 2.0 0.0 X 0 0 0 RODNEY D BULLARD DIRECTOR 2.0 0.0 X 0 0 0 RODNEY O MARTIN DIRECTOR 2.0 0.0 X 0 0 0 ROY A NG DIRECTOR 2.0 0.0 X 0 0 0 TIMOTHY BAXTER DIRECTOR 2.0 0.0 X 0 0 0 TRIPP DAVIS DIRECTOR 2.0 0.0 X 0 0 0 CHARLES GARCIA DIRECTOR 2.0 0.0 X 0 0 0 EVELYN ANGELLE Treasurer 2.0 0.0 X X 0 0 0 JAMES M CARROLL Vice Chair 2.0 0.0 X X 0 0 0 KYLE H HYBL Secretary 2.0 0.0 X X 0 0 0 RICHARD A WOODS Chair 2.0 0.0 X X 0 0 0 AMY FULLER DIRECTOR 2.0 0.0 X 0 0 0 BILL KRACUNAS DIRECTOR 2.0 0.0 X 0 0 0 MARNA J RICKER DIRECTOR 2.0 0.0 X 0 0 0 GUNJAN KEDIA DIRECTOR 2.0 0.0 X 0 0 0 3908371 0 431193 30 false true false MEREDITH CORP 1716 LOCUST DES MOINES IA 50309 STORAGE/ASSEMBLY 875037 MANPOWER 21271 NETWORK CHICAGO IL 606731212 TEMP STAFFING 1453697 MENTORMATE INC 3036 HENNEPIN AVE MINNEAPOLIS MN 55408 SOFTWARE DEV & SUPPO 1115836 BLACKBAUD INC PO BOX 930256 ATLANTA GA 311930256 CRM SYSTEM DEV & SUP 637929 FILAMENT GAMES LLC 316 WEST WASHINGTON AVE MADISON WI 537034538 APPL DEV/SUP 478550 20 18240 15609470 15627710 PROGRAM AND SUPPORT FEES 611710 13032318 13032318 13032318 424932 424932 0 0 0 0 0 3249448 3391599 -142151 -142151 -142151 0 0 0 0 0 0 3354624 3225933 128691 128691 Miscellaneous Revenue 900099 420091 420091 420091 29491591 13581100 282781 5936881 5936881 0 131400 131400 0 3622316 2579089 568704 474523 0 4289726 3054285 673487 561954 1098187 781909 172415 143863 610889 434953 95910 80026 522872 372285 82091 68496 0 336709 162967 86871 86871 86075 21519 64556 0 0 73508 73508 1478262 1027392 303044 147826 561858 533765 28093 452645 374008 53473 25164 1491617 1030707 460910 0 208036 171630 24756 11650 419545 315078 38598 65869 0 95061 15115 76524 3422 0 1352515 338129 1014386 39790 32827 4735 2228 28244 8473 19771 JA Program Expenses 4759682 4359869 337937 61876 Evaluations 115189 106665 8524 Subscription & Dues 47293 29605 14661 3027 Trainings 141332 119850 16536 4946 677459 567033 56907 53519 28577091 22505434 4276397 1795260 5577667 4161340 13618580 8522097 2534785 4117931 810244 941026 0 0 0 0 0 0 3282471 3138977 363719 212511 11612346 10263359 1384906 1348987 11953627 11941813 0 0 0 0 0 0 0 2897816 39525999 37282498 3477606 1902944 0 0 841862 233698 0 0 950257 520426 0 0 9083180 6811871 0 0 0 1657279 14352905 11126218 X 17195994 17285750 7977100 8870530 25173094 26156280 39525999 37282498 914500 68686 X false true X true false X 7793927 9237935 9484791 14362992 15627710 56507355 0 0 7793927 9237935 9484791 14362992 15627710 56507355 6951259 49556096 498146 433997 367934 410191 424932 2135200 0 0 58642555 93982744 0.84505 0.71366 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28577091 28577091 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 false true 1260730 1260730 4120471 4120471 404921 360953 43968 5826224 5781935 44289 1348987 AREA OFFICE PENSION SHORTFALL 2897816 2897816 0 PPP REFUNDABLE ADVANCE 1657279 1657279 SCHEDULE D, PART IV, LINE 2B TRUST, ESCROW, AND CUSTODIAL ARRANGEMENTS: THE ORGANIZATION ASSISTS ITS AREAS IN SETTING UP THEIR OWN ORGANIZATIONS TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. THE ORGANIZATION HOLDS FUNDS ON BEHALF OF CERTAIN MEMBERS FOR THEIR U.S. EXPENSES. THESE ARE INCLUDED IN CASH AND INVESTMENTS ON THE STATEMENTS OF FINANCIAL POSITION AND TOTAL $520,426 AS OF JUNE 30, 2020. Schedule D, Part X, Line 2 Uncertain Tax Positions: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true NORTH AMERICA GRANTMAKING 21300 EUROPE (INCLUDING ICELAND AND GREENLAND) GRANTMAKING 32000 SOUTH AMERICA GRANTMAKING 8500 EAST ASIA AND THE PACIFIC GRANTMAKING 45000 SUB-SAHARAN AFRICA GRANTMAKING 24600 131400 131400 North America SUPPORT MISSION 7300 North America SUPPORT MISSION 14000 Europe (Including Iceland and Greenland) SUPPORT MISSION 27000 East Asia and the Pacific SUPPORT MISSION 15000 East Asia and the Pacific SUPPORT MISSION 20000 East Asia and the Pacific SUPPORT MISSION 10000 Sub-Saharan Africa SUPPORT MISSION 7300 Sub-Saharan Africa SUPPORT MISSION 12300 8 false false false false false false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: GRANTS ARE TO JA OR MEMBER NATIONS ONLY. MOST OF THE FUNDING FOR THE GRANTS ARE PROVIDED BY DONORS WHO PLACE RESTRICTIONS ON THE USE OF THE MONIES. GRANT USAGE REQUIREMENTS VARY BY DONOR. THE REPORTING REQUIRED IS SUBMITTED TO THE ORGANIZATION'S GRANT STEWARD OR DIRECTLY TO THE DONOR. true 3DE National LLC 3565 Piedmont Rd Atlanta GA 30305 831444494 501(c)(3) 1002990 SUPPORT MISSION Junior Achievement of New York Inc 420 Lexington Ave New York NY 10170 133031828 501(c)(3) 580451 SUPPORT MISSION Junior Achievement of Georgia Inc 275 Northside Dr Atlanta GA 30314 580598050 501(c)(3) 482959 SUPPORT MISSION Junior Achievement of Chicago 651 W Washington Blvd Chicago IL 60661 362170141 501(c)(3) 300566 SUPPORT MISSION Junior Achievement of New Jersey Inc 360 Pear Blossom Drive Edison NJ 08837 221774147 501(c)(3) 227053 SUPPORT MISSION Junior Achievement of Northern New England Inc 209 Burlington Rd Bedford MA 01730 042127020 501(c)(3) 219415 SUPPORT MISSION Junior Achievement of Washington Inc 1610 Perimeter Road SW Auburn WA 98001 910604913 501(c)(3) 173693 SUPPORT MISSION Junior Achievement of Dallas Inc P O Box 191347 Dallas TX 752199998 750881589 501(c)(3) 150816 SUPPORT MISSION Junior Achievement of Southeast Texas Inc 2115 East Governors Cir Houston TX 77092 741153957 501(c)(3) 149694 SUPPORT MISSION Junior Achievement of Southeastern Michigan Inc 577 E Larned Suite 200 Detroit MI 48226 381348535 501(c)(3) 144220 SUPPORT MISSION Junior Achievement of Southern California Inc 6250 Forest Lawn Dr Los Angeles CA 90068 951799192 501(c)(3) 126862 SUPPORT MISSION Junior Achievement of Arizona Inc 636 West Southern Ave Tempe AZ 852824508 860184349 501(c)(3) 126809 SUPPORT MISSION Junior Achievement of Southeastern Pennsylvania I 994 Old Eagle School Rd Wayne PA 19087 231386172 501(c)(3) 111833 SUPPORT MISSION Junior Achievement - Rocky Mountain Inc 1445 Market Ste 200 Denver CO 80202 840430495 501(c)(3) 97318 SUPPORT MISSION Junior Achievement of Northern California Inc 3003 Oak Rd Ste 130 Walnut Creek CA 94597 941322179 501(c)(3) 73479 SUPPORT MISSION Junior Achievement of Southwest New England Inc 70 Farmington Ave Hartford CT 06105 060665972 501(c)(3) 73116 SUPPORT MISSION Junior Achievement of the Upper Midwest 1745 University Ave W St Paul MN 55104 411424988 501(c)(3) 71399 SUPPORT MISSION Junior Achievement of Tampa Bay Inc 13707 N 22nd Street Tampa Bay FL 33613 591098499 501(c)(3) 70541 SUPPORT MISSION Junior Achievement of Oklahoma Inc 3947 South 103rd E Ave Tulsa OK 74146 730757053 501(c)(3) 68847 SUPPORT MISSION Junior Achievement of Central Carolinas Inc 1701 N Graham St Charlotte NC 28206 560672085 501(c)(3) 65657 SUPPORT MISSION Junior Achievement of South Texas Inc 403 E Ramsey Ste 201 San Antonio TX 78216 742061852 501(c)(3) 60920 SUPPORT MISSION Junior Achievement of Greater Baton Rouge & Acadia 7809 Jefferson Hwy Baton Rouge LA 70809 720485727 501(c)(3) 57453 SUPPORT MISSION Junior Achievement of OKI Partners Inc 644 Linn St Ste 1024 Cincinnati OH 45203 320014307 501(c)(3) 56085 SUPPORT MISSION Junior Achievement of Delaware Inc 522 S Walnut St Wilmington DE 19801 510078199 501(c)(3) 51819 SUPPORT MISSION Junior Achievement of Greater St Louis Inc 17339 N Outer Forty Chesterfield MO 63005 430652112 501(c)(3) 51054 SUPPORT MISSION Junior Achievement of Utah Inc 515 S 700 E Salt Lake City UT 841022821 870225875 501(c)(3) 50298 SUPPORT MISSION Junior Achievement of Rhode Island Inc 57 Greene St Warwick RI 02886 050263443 501(c)(3) 48826 SUPPORT MISSION Junior Achievement of Western New York Inc 6255 Sheridan Dr Williamsville NY 14221 160821488 501(c)(3) 48679 SUPPORT MISSION Junior Achievement of Greater Miami Inc 301 71st St Miami Beach FL 33141 590807486 501(c)(3) 47894 SUPPORT MISSION Junior Achievement of Central Florida Inc 2121 Camden Rd Orlando FL 328031487 590972112 501(c)(3) 47596 SUPPORT MISSION Junior Achievement of Greater Washington Inc 919 18th St NW Ste 901 Washington DC 20006 540788947 501(c)(3) 46724 SUPPORT MISSION Junior Achievement of S Central Pennsylvania Inc 610 South George St York PA 17401 231598129 501(c)(3) 44164 SUPPORT MISSION Junior Achievement of the Chisholm Trail Inc 6300 Ridglea Pl Fort Worth TX 76116 750944915 501(c)(3) 43450 SUPPORT MISSION Junior Achievement of Greater South Carolina Inc 2711 Middleburg Dr Columbia SC 29204 570511131 501(c)(3) 43434 SUPPORT MISSION Junior Achievement of San Diego County Inc 4756 Mission Gorge Pl San Diego CA 92120 951727087 501(c)(3) 43232 SUPPORT MISSION Junior Achievement of the Desert Southwest Inc 200 Bartlett Ste 104 El Paso TX 79912 741565161 501(c)(3) 37800 SUPPORT MISSION Junior Achievement of Southern Massachusetts Inc 128 Union St Ste 304 New Bedford MA 02740 043193575 501(c)(3) 36803 SUPPORT MISSION Junior Achievement of the Bluegrass Inc 2420 Spurr Rd Lexington KY 40511 610606480 501(c)(3) 36770 SUPPORT MISSION Junior Achievement of Wisconsin Inc 11111 W Liberty Dr Milwaukee WI 53224 390826295 501(c)(3) 36308 SUPPORT MISSION Junior Achievement of the Triad Inc 3220 Northline Ave Greensboro NC 27408 560844838 501(c)(3) 34372 SUPPORT MISSION Junior Achievement of Northwestern Ohio Inc 1645 Indianwood Cir Maumee OH 43537 344430363 501(c)(3) 34163 SUPPORT MISSION Junior Achievement of Southern Colorado Inc 611 N Weber St Colorado Springs CO 80903 846009223 501(c)(3) 32829 SUPPORT MISSION Junior Achievement of Greater Kansas City Inc P O Box 801686 Kansas City MO 64180 440604809 501(c)(3) 32651 SUPPORT MISSION Junior Achievement of Western Massachusett Inc P O Box 15167 Springfield MA 01115 042088304 501(c)(3) 32632 SUPPORT MISSION Junior Achievement of North Louisiana Inc 212 Texas St Ste 101 Shreveport LA 71101 720595081 501(c)(3) 30917 SUPPORT MISSION Junior Achievement of Hawaii Inc 1888 Kalakaoa Ave Honolulu HI 96815 990088861 501(c)(3) 29419 SUPPORT MISSION Junior Achievement of Central Maryland Inc 10711 Red Run Blvd Owings Mill MD 21117 520688275 501(c)(3) 25713 SUPPORT MISSION Junior Achievement of Central Indiana Inc 8395 Keystone Xing Indianapolis IN 46240 351003695 501(c)(3) 24988 SUPPORT MISSION Junior Achievement of Alabama Inc P O Box 19307 Birmingham AL 35219 630340866 501(c)(3) 24339 SUPPORT MISSION Junior Achievement of Eastern North Carolina Inc 4904 Waters Edge Dr Raleigh NC 27606 561107715 501(c)(3) 22914 SUPPORT MISSION Junior Achievement of Central Iowa Inc 6100 Grand Ave Des Moines IA 50312 420759070 501(c)(3) 22833 SUPPORT MISSION Junior Achievement of Kentuckiana Inc 1401 W Md Ali Blvd Louisville KY 40203 610476694 501(c)(3) 21886 SUPPORT MISSION Junior Achievement of Southern Nevada Inc 1921 N Rainbow Blvd Las Vegas NV 89108 880354481 501(c)(3) 21382 SUPPORT MISSION Junior Achievement of Memphis and Mid-South Inc P O Box 1015 Cordova TN 380881015 620549549 501(c)(3) 20904 SUPPORT MISSION Junior Achievement of North Florida Inc 4049 Woodcock Dr Jacksonville FL 32207 591021800 501(c)(3) 20679 SUPPORT MISSION Junior Achievement of Southwestern Indiana Inc 431 E Diamond Ave Evansville IN 47711 356048156 501(c)(3) 18028 SUPPORT MISSION Junior Achievement of New Mexico Inc 4700 Lincoln Rd NE Albuquerque NM 87109 850416889 501(c)(3) 16782 SUPPORT MISSION Junior Achievement of Sacramento Inc PO Box 255602 Sacramento CA 95865 946080866 501(c)(3) 16782 SUPPORT MISSION Junior Achievement of Idaho Inc 1365 N Orchard St Boise ID 83706 826008991 501(c)(3) 16537 SUPPORT MISSION Junior Achievement of Greater Fairfield County In 835 Main St Bridgeport CT 06604 060644315 501(c)(3) 16488 SUPPORT MISSION Junior Achievement of South Florida Inc 1130 Coconut Crk Bl Coconut Creek FL 33066 590871446 501(c)(3) 15114 SUPPORT MISSION Junior Achievement of Western Pennsylvania Inc 90 Emerson Ln Bridgeville PA 150173473 250983059 501(c)(3) 12966 SUPPORT MISSION Junior Achievement of the Midlands Inc 13506 W Maple Rd Omaha NE 68164 470468426 501(c)(3) 12337 SUPPORT MISSION Junior Achievement of Middle Tennessee Inc 120 Powell Pl Nashville TN 37204 620582571 501(c)(3) 11237 SUPPORT MISSION Junior Achievement of Central Illinois Inc 508 High Point Ln East Peoria IL 61611 370657600 501(c)(3) 10599 SUPPORT MISSION Junior Achievement of Central Texas Inc 206 Main St Round Rock TX 78664 741688335 501(c)(3) 10403 SUPPORT MISSION Junior Achievement of Greater Hampton Roads Inc 2600 Intl Pkwy Virginia Beach VA 23452 540799839 501(c)(3) 10256 SUPPORT MISSION Junior Achievement of San Juan Puerto Rico PO Box 365064 San Juan PR 00936 660273258 501(c)(3) 9618 SUPPORT MISSION Junior Achievement of Central Virginia Inc 1801 Libbie Ave Richmond VA 23226 540803325 501(c)(3) 9431 SUPPORT MISSION Junior Achievement of Mahoning Valley Inc 1601 Motor Inn Dr 305 Girard OH 44420 341714400 501(c)(3) 9176 SUPPORT MISSION Junior Achievement of South Dakota Inc 300 S Phillips Ave Sioux Falls SD 57104 460306352 501(c)(3) 8637 SUPPORT MISSION Junior Achievement of Southwest Florida Inc 13241 University Dr Fort Myers FL 33907 650503084 501(c)(3) 8035 SUPPORT MISSION Junior Achievement of Arkansas Inc 1 World Avenue Little Rock AR 72202 710658775 501(c)(3) 7950 SUPPORT MISSION Junior Achievement of Greater Cleveland Inc 1422 Euclid Ave Cleveland OH 44115 340733164 501(c)(3) 7930 SUPPORT MISSION Junior Achievement of the Palm Beaches & Treasure 700 S Rosemary Ave W Palm Beach FL 33401 592333738 501(c)(3) 7851 SUPPORT MISSION Junior Achievement of East Tennessee Inc 2135 N Ch Seivers Blvd Clinton TN 37716 620810145 501(c)(3) 7459 SUPPORT MISSION Junior Achievement of North Central Michigan Inc 309 E Indian St Midland MI 486406823 386081685 501(c)(3) 7164 SUPPORT MISSION Junior Achievement of Northern Indiana Inc 550 E Wallen Road Fort Wayne IN 46825 350922731 501(c)(3) 7164 SUPPORT MISSION Junior Achievement of South Central Kentucky Inc 440-1/2 E Main Ave Bowling Green KY 42101 610997385 501(c)(3) 7164 SUPPORT MISSION Junior Achievement of Kansas Inc 4008 SW Huntoon Street Topeka KS 66604 480731855 501(c)(3) 6870 SUPPORT MISSION Junior Achievement of Tri-Cities TNVA Inc 330 Broad St Suite 1 Kingsport TN 37660 620757847 501(c)(3) 5496 SUPPORT MISSION 81 SCHEDULE I, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: GRANTS ARE TO US JA OFFICES ONLY. MOST OF THE FUNDING FOR THE GRANTS IS PROVIDED BY DONORS WHO PLACE RESTRICTIONS ON THE USE OF THE MONIES. GRANT USAGE REQUIREMENTS VARY BY DONOR. THE REPORTING REQUIRED IS SUBMITTED TO THE ORGANIZATION'S GRANT STEWARD OR DIRECTLY TO THE DONOR. X X X X X false false false false false false false true false JACK E KOSAKOWSKI PRESIDENT AND CEO 461474 70553 4356 16414 21141 573938 CECIL THIBODEAUX EVP 326616 42486 4356 11321 18741 403520 TIMOTHY GREINERT SVP - DEVELOPMENT 261713 28875 2838 9021 24768 327215 SUSAN LUU SVP - BUSINESS IMPROVEMENT 248691 31861 1518 8750 20241 311061 MARY CATHERINE DESROSIERS SVP EDUCATION AND LEARNING 240840 25290 2838 8084 756 277808 ED GROCHOLSKI SVP - BRAND 236560 25480 1518 8510 22768 294836 LESLIE PIERCE SVP TALENT AND ORGANIZATION DE 217225 23968 7712 7620 12027 268552 EDWARD PRIEM II CFO 197924 16622 486 6619 10035 231686 STEVE SCHMIDT SVP - OPERATIONS 182384 20125 2152 6287 21200 232148 HOWARD BARTNER SVP - OPERATIONS 179046 16641 2136 6116 24603 228542 JACQUELINE DANT SVP - OPERATIONS 156543 985 5270 24366 187164 CHRISTINE KUNTZ SVP - OPERATIONS 154482 2693 4282 18631 180088 JEANNINE REILLY VP - EDUCATION DELIVERY AND TE 147721 905 4642 18473 171741 MARK FIORE VP - COMPENSATION AND BENEFITS 145726 585 4568 22992 173871 KRIS PONCIROLI VP DONOR RELATIONS AND DEV SVC 144340 888 4536 22489 172253 JEANETTE LEE VP DEVELOPMENT 138889 2431 4368 19194 164882 SCHEDULE J, PART I, LINE 7 DESCRIPTION OF NON-FIXED PAYMENTS: THERE ARE TWO KEY COMPONENTS OF THE EXECUTIVE COMPENSATION PHILOSOPHY OF JA USA: 1. REWARD FOR PERFORMANCE 2. PROVIDE REASONABLE AND COMPETITIVE PAY PACKAGES WITH THOSE OFFERED TO LEADERS OF ORGANIZATIONS COMPARABLE TO JA USA IN TERMS OF SIZE, COMPLEXITY AND MISSION IMPACT. AS PART OF THE REWARD FOR PERFORMANCE THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD OF GOVERNORS HAS ADOPTED THE MANAGEMENT INCENTIVE COMPENSATION PLAN (MIC). MIC IS INTENDED TO STIMULATE AND REWARD RESULTS AND ACHIEVEMENT NECESSARY TO ACCOMPLISH THE MULTIPLE OBJECTIVES OF JA USA'S STRATEGIC PLAN. THE MIC PLAN IS DESIGNED TO: A) MOTIVATE GROWTH IN TOTAL REVENUE AND PROGRAM IMPACT TO ENHANCE SERVICES TO THE COMMUNITY. B) LINK ACCOMPLISHMENT OF THE ORGANIZATION'S MISSION AND OBJECTIVES WITH THE COMPENSATION OF THE ORGANIZATION'S MANAGERS. C) CONTROL COSTS BY PROVIDING VARIABLE COMPENSATION BASED ON PERFORMANCE TO ENHANCE AFFORDABILITY AND OFFERING A COMPETITIVE INCENTIVE AND TOTAL CASH COMPENSATION PROGRAM. D) ENHANCE THE FOCUS, MOTIVATION AND RETENTION OF KEY ORGANIZATIONAL MANAGERS. IN SETTING THE ANNUAL INCENTIVE COMPENSATION OPPORTUNITIES FOR THE MIC FOR EACH EXECUTIVE, THE COMMITTEE TARGETS THE MEDIAN OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR TARGET PERFORMANCE AND THE UPPER QUARTILE OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR SUPERIOR PERFORMANCE. THERE IS A CAP ON THE AMOUNT OF INCENTIVE THAT ANY EXECUTIVE CAN EARN FROM THE MIC. THE COMMITTEE USES DISCRETION IN DETERMINING THE LEVEL OR ACHIEVEMENT OF CERTAIN PERFORMANCE MEASUREMENTS. THE COMMITTEE ALSO ANNUALLY EXAMINES THE COMPARABLE MARKET DATA FOR THESE POSITIONS, FOLLOWING THE THREE-STEP GOVERNANCE PROCESS DESCRIBED IN THE REGULATIONS TO SECTION 4958 ON INTERMEDIATE SANCTIONS TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAY, IN THEIR SOLE DISCRETION, AND AT ANY TIME, ELECT TO AMEND, SUSPEND, OR TERMINATE THE PLAN. Due to the pandemic and budget constraints, any variable compensation pay related to the performance year 2019-2020 (which would have been paid in December of 2020) was suspended. FORM 990, PART VI, SECTION A, LINE 6 DESCRIBE CIRCUMSTANCES FOR HAVING MEMBERS: THE SOLE MEMBER OF THE ORGANIZATION IS JA WORLDWIDE, INC. APPROVAL MUST BE OBTAINED FROM THE MEMBER FOR THE FOLLOWING: - AMENDMENT, MODIFICATION, OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - MERGER, CONSOLIDATION, REORGANIZATION, OR DISSOLUTION OF JUNIOR ACHIEVEMENT USA (JA USA), OR THE SALE, LEASE OR EXCHANGE, OR OTHER DISPOSITION, TRANSFER OR CONVEYANCE OF ALL OF SUBSTANTIALLY ALL OF ITS NET ASSETS; - ANY MATERIAL CHANGE IN ANY CURRENT NONPROFIT PURPOSES AND OBJECTIVES OF JA USA; - ENTERING INTO ANY OPERATING AGREEMENT BETWEEN JA USA AND ANY OF ITS LOCAL AREAS. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE PROCESS TO REVIEW 990: THE FORM 990 IS PREPARED BY OUR EXTERNAL AUDIT FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. A DRAFT IS SUPPLIED VIA A WEB SITE LINK FOR THE ENTIRE BOARD TO REVIEW BEFORE FILING THE FINAL 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED: A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT VIA EMAIL OR HAND DELIVERED TO INTERESTED PARTIES EACH YEAR REQUESTING VERIFICATION OF POSSIBLE CONFLICTS. IF A CONFLICT IS DISCLOSED IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A & 15B DESCRIBE PROCESS FOR DETERMINING COMPENSATION: THE GOVERNANCE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT (WILLIS TOWERS WATSON), THE COMMITTEE CONSIDERED COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN THE WRITTEN OPINION OF REASONABLENESS FROM THE INDEPENDENT COMPENSATION CONSULTANT. THIS REVIEW PROCESS IS CONDUCTED ANNUALLY AND WAS LAST DONE IN 2019. The 2020 annual review was suspended due the impact of the pandemic and the related decision that there would not be any compensation changes for the year. External review of the compensation structure will resume in 2021. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: JUNIOR ACHIEVEMENT, USA MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII COMPENSATION: COMPENSATION DELIBERATIONS TAKE INTO ACCOUNT SERVICES PROVIDED TO THE FILING ORGANIZATION AND ITS JA AREAS. REVENUE PRESENTED IN THE FORM 990 DOES NOT INCLUDE THE REVENUE OF THE 105 JA AREA AFFILIATES WHO ARE PART OF THE JA USA NETWORK THAT JA USA OVERSEES. IN FYE 2020, REVENUE OF ALL JA AREAS TOTALED $169 MILLION. SEE PART VII true true true false false true false false false false true false false false false false true false SCHEDULE R, PART II, Column A RELATED ORGANIZATIONS: JUNIOR ACHIEVEMENT USA AND ITS JA AREAS, MANY OF WHOM ARE INDICATED ON SCHEDULE I, ARE COVERED UNDER A GROUP EXEMPTION AND ARE RELATED FOR SCHEDULE R PURPOSES. RELATED ENTITIES COVERED BY A GROUP EXEMPTION ARE NOT REQUIRED TO BE LISTED ON SCHEDULE R, PART II, HOWEVER, TRANSACTIONS BETWEEN JA USA AND THE RELATED ORGANIZATIONS ARE INDICATED ON SCHEDULE R, PART V, LINE 1.