2020-12-14T13:40:09-06:00 2020-06-30 390859910 BAKER TILLY US LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2019-07-01 411424988 JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST INC JUNI 6512550055 1745 UNIVERSITY AVE W ST PAUL MN 55104 SARA DZIUK CEO & PRESIDENT 6512550055 2020-12-04 1 LAWRENCE H MOHR CPA P00447603 6128764500 2019 2022-09-23 18:48:47Z JAN KRUCHOWSKI 1745 UNIVERSITY AVE W ST PAUL MN 55104 4202190 0 1116 X WWW.JAUM.ORG X 1949 MN JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST, INC.'S (JA/JAUM) MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. JA TEACHES STUDENTS IN GRADES K-12 HOW TO MANAGE MONEY, HOW TO PREPARE FOR A CAREER OR COLLEGE, AND HOW TO RUN A BUSINESS. JA EMPOWERS STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD, THEREBY ENHANCING THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASING THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. OUR RELEVANT, EXPERIENTIAL PROGRAMS ARE OFFERED AT LITTLE OR NO COST TO SCHOOLS AND ALIGN WITH NATIONAL AND LOCAL CURRICULUM STANDARDS. DURING THE 2019-2020 SCHOOL YEAR, WE PARTNERED WITH LOCAL SCHOOLS AND OVER 5,800 VOLUNTEERS TO TEACH OUR CURRICULUM TO OVER 106,000 LOCAL STUDENTS IN MINNESOTA, NORTH DAKOTA AND WESTERN WISCONSIN. 68 68 70 5859 0 0 5085288 3881596 289344 251486 637451 21618 -117706 -96093 5894377 4058607 29245 333175 0 0 3239167 3137904 0 0 731316 2425990 2795523 5694402 6266602 199975 -2207995 21496009 19340972 16460830 16509295 5035179 2831677 X OUR MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 0 0 3187607 22425 41711 JA TRADITIONAL IN-SCHOOL PROGRAMS: JAUM REACHED MORE THAN 106,000 STUDENTS DURING THE 2019-2020 SCHOOL YEAR AND 737,000 HOURS OF PROGRAMMING. WE ACHIEVE THIS REACH IN PART THROUGH OUR AGE-APPROPRIATE CLASSROOM CURRICULUM THAT BEGINS IN ELEMENTARY SCHOOL. STUDENTS LEARN HOW THEY CAN IMPACT THE WORLD AROUND THEM AS INDIVIDUALS, WORKERS, AND CONSUMERS. PROGRAMMING CONTINUES THROUGH MIDDLE AND HIGH SCHOOL, WHERE WE FOCUS ON KEY CONTENT AREAS OF FINANCIAL LITERACY, COLLEGE AND CAREER READINESS, AND ENTREPRENEURSHIP.ELEMENTARY SCHOOL PROGRAMS: JA'S ELEMENTARY SCHOOL PROGRAMS ARE THE FOUNDATION OF OUR CURRICULA. THE KINDERGARTEN THROUGH FIFTH GRADE THEMES, AS WELL AS AFTER-SCHOOL AND CAPSTONE EXPERIENCES, WORK TO CHANGE STUDENTS' LIVES BY HELPING THEM LEARN THE BASIC CONCEPTS OF BUSINESS AND UNDERSTAND THE IMPORTANT ROLE OF EDUCATION IN PREPARING FOR A FUTURE CAREER. EACH VOLUNTEER-LED PROGRAM CONSISTS OF FIVE LESSONS.MIDDLE SCHOOL PROGRAMS: THE MIDDLE GRADES PROGRAMS BUILD ON CONCEPTS THE STUDENTS LEARNED IN ELEMENTARY SCHOOL AND HELP TEENS MAKE DIFFICULT DECISIONS ABOUT HOW TO BEST PREPARE FOR THEIR EDUCATIONAL AND PROFESSIONAL FUTURE. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA AND DEVELOP COMMUNICATION SKILLS THAT ARE ESSENTIAL TO SUCCESS IN THE BUSINESS WORLD. EACH VOLUNTEER-LED PROGRAM CONSISTS OF SIX LESSONS.HIGH SCHOOL PROGRAMS: AS HIGH SCHOOL STUDENTS BEGIN TO POSITION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED QUESTIONS ABOUT WHAT LIES AHEAD. JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE, AND FOSTER SKILLS THROUGH IMPORTANT ENTREPRENEURIAL CONCEPTS THAT WILL BE VALUABLE IN THE BUSINESS WORLD. EACH VOLUNTEER-LED PROGRAM CONSISTS OF FIVE TO TWELVE LESSONS. 1464940 209775 JA EXPERIENTIAL LEARNING LABS: JA FINANCE PARK INTRODUCES STUDENTS TO THE WORLD OF BUSINESS THROUGH PERSONAL FINANCIAL PLANNING AND CAREER EXPLORATION. THIS PROGRAM IS DESIGNED TO BE TAUGHT TO MIDDLE AND HIGH SCHOOL STUDENTS BY CLASSROOM TEACHERS. THE PROGRAM CULMINATES WITH A VISIT TO OUR BUSINESS SIMULATION LAB LOCATED AT OUR ST. PAUL HEADQUARTERS OR VIA VIRTUAL SIMULATION, WHERE STUDENTS PUT INTO PRACTICE WHAT THEY'VE LEARNED ABOUT ECONOMIC OPTIONS AND THE PRINCIPLES OF BUDGETING. ASSISTED BY THEIR TEACHERS AND TRAINED VOLUNTEERS, STUDENTS HAVE THE OPPORTUNITY TO DEVELOP AND COMMIT TO A PERSONAL BUDGET. AT JA BIZTOWN, UPPER ELEMENTARY AND MIDDLE SCHOOL STUDENTS GET TO BE ADULTS FOR A DAY. THEY OPERATE BANKS, MANAGE RESTAURANTS, WRITE CHECKS AND VOTE FOR MAYOR. THIS PROGRAM COMBINES IN-CLASS LEARNING WITH A DAY-LONG VISIT TO THIS FULLY-INTERACTIVE SIMULATED FREE MARKET FACILITY. JA BIZTOWN HELPS STUDENTS CONNECT THE DOTS BETWEEN WHAT THEY LEARN IN SCHOOL AND THE REAL WORLD. THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES, AND ACTIVE PARTICIPATION IN THIS SIMULATED COMMUNITY, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN A GLOBAL ECONOMY. 74417 10750 JA OUT OF SCHOOL TIME:YOUTH SERVING ORGANIZATIONS TO DELIVER JA PROGRAMMING IN PARTNERSHIP WITH MEDA ALONG WITH THE NEW JA LAUNCHU! REACHING STUDENTS BEYOND THE CLASSROOM. LEVERAGING THE BENEFITS OF OUT OF SCHOOL TIME PROGRAMMING IN ADDRESSING THE OPPORTUNITY GAP. JA LAUNCHU! EQUIPS MOTIVATED HIGH SCHOOL STUDENTS WITH SKILLS NEEDED TO LAUNCH THEIR OWN START-UP BUSINESSES. 300000 300000 300000 300000 5026964 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 32 0 70 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 68 68 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI X JOLENE HART 6512550068 1745 UNIVERSITY AVE W ST PAUL MN 55104 JAN KRUCHOSKI BOARD CHAIR 4.00 1.00 X X 0 0 0 RONALD P HAFNER TREASURER 4.00 0.00 X X 0 0 0 PATRICK PAZDERKA SECRETARY 4.00 0.00 X X 0 0 0 RO ADEBIYI DIRECTOR 2.00 0.00 X 0 0 0 PAM STEGORA AXBERG DIRECTOR 2.00 0.00 X 0 0 0 PAUL BADGER DIRECTOR 2.00 0.00 X 0 0 0 LING BECKER DIRECTOR 2.00 0.00 X 0 0 0 TOBY BROBERG DIRECTOR 2.00 0.00 X 0 0 0 TINA BURBACH DIRECTOR 2.00 0.00 X 0 0 0 JOE CHOW DIRECTOR 2.00 0.00 X 0 0 0 HEIDI R CHRISTOPHERSON DIRECTOR 2.00 0.00 X 0 0 0 ROSE CHU DIRECTOR 2.00 0.00 X 0 0 0 ANDREW COLLINS DIRECTOR 2.00 0.00 X 0 0 0 DEE CONRAD DIRECTOR 2.00 0.00 X 0 0 0 BRUCE CORRIE DIRECTOR 2.00 0.00 X 0 0 0 RYAN CRAIG DIRECTOR 2.00 0.00 X 0 0 0 KEVIN DILORENZO DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL DUFFY DIRECTOR 2.00 1.00 X 0 0 0 KENT ENGLER DIRECTOR 2.00 0.00 X 0 0 0 JAMES R GIERTZ DIRECTOR, EMERITUS 2.00 0.00 X 0 0 0 TERRY GILBERSTADT DIRECTOR 2.00 1.00 X 0 0 0 PETE GODICH DIRECTOR 2.00 1.00 X 0 0 0 ROB GOGGINS DIRECTOR 2.00 0.00 X 0 0 0 TIM GRAFE DIRECTOR 2.00 0.00 X 0 0 0 ROBERT GRUBKA DIRECTOR 2.00 0.00 X 0 0 0 JENNY GULDSETH DIRECTOR 2.00 0.00 X 0 0 0 JOHN HAJOSTEK DIRECTOR 2.00 0.00 X 0 0 0 DAVID HAKENSEN DIRECTOR 2.00 0.00 X 0 0 0 TOM HOFF DIRECTOR 2.00 0.00 X 0 0 0 TOM HOLMAN DIRECTOR 4.00 0.00 X 0 0 0 DAN HOVERMAN DIRECTOR 2.00 0.00 X 0 0 0 JANET JOHANSON DIRECTOR 2.00 0.00 X 0 0 0 PAUL JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 SHANE JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 EDWARD M KADLETZ DIRECTOR 2.00 0.00 X 0 0 0 PAUL KOCH DIRECTOR 2.00 0.00 X 0 0 0 PHIL KRUMP DIRECTOR 2.00 0.00 X 0 0 0 JED LARKIN DIRECTOR 2.00 0.00 X 0 0 0 JOY LINSDAY DIRECTOR 2.00 0.00 X 0 0 0 JULIE LOUGHREY DIRECTOR 2.00 0.00 X 0 0 0 SHERRI MATUKE DIRECTOR 2.00 0.00 X 0 0 0 STEVE MAYLE DIRECTOR 2.00 0.00 X 0 0 0 PHIL MILLER DIRECTOR 2.00 0.00 X 0 0 0 MATTHEW MOHS DIRECTOR 2.00 0.00 X 0 0 0 ANNE MOOTZ DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL MURATORE DIRECTOR 2.00 0.00 X 0 0 0 BILL O'KEEFE DIRECTOR 2.00 0.00 X 0 0 0 PAULA PALMER DIRECTOR 2.00 0.00 X 0 0 0 BRIAN PETERSON DIRECTOR 2.00 1.00 X 0 0 0 ROHIT PRABHAKAR DIRECTOR 2.00 0.00 X 0 0 0 JULIE RETHEMEIER DIRECTOR 2.00 0.00 X 0 0 0 ABE REZAI DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL ROOS DIRECTOR 2.00 3.00 X 0 0 0 TROY ROSSOW DIRECTOR 2.00 0.00 X 0 0 0 CECILIA SADLER DIRECTOR 2.00 0.00 X 0 0 0 CHRIS SAMSON DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH SANBERG DIRECTOR 2.00 0.00 X 0 0 0 COLLEEN SAUTER DIRECTOR 2.00 0.00 X 0 0 0 LISA SAYLES-ADAMS DIRECTOR 2.00 0.00 X 0 0 0 MARTIN SCANLON DIRECTOR 2.00 0.00 X 0 0 0 HUGH K SCHILLING DIRECTOR, EMERITUS 2.00 1.00 X 0 0 0 MARCEL SMITS DIRECTOR 2.00 0.00 X 0 0 0 TERRI SOUTOR DIRECTOR 2.00 0.00 X 0 0 0 STEVEN D STEEN DIRECTOR 2.00 0.00 X 0 0 0 ALYSE STOFER DIRECTOR 2.00 0.00 X 0 0 0 AMANDA SWOVERLAND DIRECTOR 2.00 0.00 X 0 0 0 BETH THIEBAULT DIRECTOR 2.00 0.00 X 0 0 0 BRETT THORNE DIRECTOR 2.00 0.00 X 0 0 0 PHILLIP TRIER DIRECTOR 2.00 0.00 X 0 0 0 KREG WEIGAND DIRECTOR 2.00 0.00 X 0 0 0 BRIAN WEST DIRECTOR 2.00 0.00 X 0 0 0 JAMIE WOELL DIRECTOR 2.00 0.00 X 0 0 0 SARA DZIUK CEO & PRESIDENT 40.00 0.00 X 0 0 0 GINA BLAYNEY CEO & PRESIDENT (OUTGOING) 40.00 0.00 X 330042 0 29539 JOLENE HART CHIEF FINANCIAL OFFICER 40.00 0.00 X 143095 0 4483 LACHELLE WILLIAMS MALECHA SVP - OPERATIONS 40.00 0.00 X 159562 0 12925 632699 0 46947 3 0 1 0 MA MORTENSON 700 MEADOW LANE NORTH MINNEAPOLIS MN 55442 GENERAL CONTRACTOR- NEW FACILITY 295160 SUCCESS COMPUTER CONSULTING 6130 GOLDEN HILLS DR GOLDEN VALLEY MN 55416 OUTSOURCED IT PROVIDER 100827 2 714706 270388 2896502 27015 3881596 JA BIZTOWN 624310 209775 209775 JA TRADITIONAL CLASSRO 624310 41711 41711 251486 21618 21618 4050 0 4050 4050 4050 37000 714706 143583 -106583 -106583 MISCELLANEOUS REVENUE 900099 6440 6440 6440 4058607 251486 0 -74475 300000 300000 33175 33175 507158 375436 49864 81858 1962987 1511466 200750 250771 324584 240280 31914 52390 156963 116196 15432 25335 186212 137847 18309 30056 28181 28181 258315 212052 46263 159468 116720 16183 26565 218463 184962 10520 22981 49065 36321 4825 7919 17455 6309 838 10308 481009 411180 21927 47902 381963 290292 72573 19098 746691 638292 34039 74360 EDUCATION & OTHER PROGR 277698 277698 OTHER PROGRAM COSTS 116390 116390 MISCELLANEOUS EXPENSE 60825 22348 2967 35510 6266602 5026964 508322 731316 1234436 1175741 359045 0 2206945 1692623 83492 34620 77643 40962 17163280 1175462 16682276 15987818 606458 409208 245714 0 21496009 19340972 853580 169842 15573664 16317086 33586 22367 16460830 16509295 X 2328101 868142 2707078 1963535 5035179 2831677 21496009 19340972 -2207995 4493 0 X X 0 1 X 1 0 X 4728169 6910778 11231511 5085288 3881596 31837342 4728169 6910778 11231511 5085288 3881596 31837342 1728524 30108818 8620 3128 16520 25668 53936 2500 0 1426 0 0 3926 107241 120479 40860 38885 6440 313905 32209109 1347196 0.93480 0.88050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING OTHER INCOME - 2015 AMOUNT: $ 107,241. 2016 AMOUNT: $ 120,479. 2017 AMOUNT: $ 40,860. OTHER INCOME - 2018 AMOUNT: $ 38,885. 2019 AMOUNT: $ 6,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 789768 14086 28890 774964 817097 14549 31265 38159 34984 789768 1155906 3510 64745 358641 48423 817097 1069635 121009 100633 52619 82752 1155906 1100037 95284 -14666 52394 58626 1069635 0.75000 0.25000 0 1 1 1076900 1076900 14853414 729714 14123700 1232966 445748 787218 15987818 CAPITAL LEASES 22367 22367 X 4081647 4493 18547 23040 4058607 0 4058607 6285149 18547 18547 6266602 0 6266602 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD IN THE JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST (FOUNDATION), A RELATED ORGANIZATION ORGANIZED TO SUPPORT THE MISSIONS AND OPERATIONS OF JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST. THE ENDOWMENT FUND REPRESENTS GIFTS DONATED TO THE FOUNDATION WITH THE STIPULATION THAT THE PRINCIPAL BE MAINTAINED INTACT IN PERPETUITY AND THAT THE INVESTMENT INCOME IS TO BE USED TO CARRY OUT THE PURPOSES OF JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT JUNIOR ACHIEVEMENT AND THE FOUNDATION, THROUGH THE JUNIOR ACHIEVEMENT USA GROUP EXEMPTION, ARE NONPROFIT ENTITIES EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3) AND APPLICABLE STATE STATUTES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 OR 2019. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. BIGBOWL 335398 335398 5647 11191 146 5369 HALL OF FAME 277000 240000 37000 657 8574 38699 40002 4 139308 139308 2093 5495 16936 6166 2608 751706 714706 37000 8397 25260 55781 6166 47979 143583 -106583 1 JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST 1745 UNIVERSITY AVE W ST ST PAUL MN 55104 411872097 501(C)(3) 300000 FMV CAPITAL CAMPAIGN DONATIONS FOR FUTURE BUILDING MAINTENANCE 1 SCHOLARSHIP AWARDS 29 33175 PART I, LINE 2: JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST PROVIDES SCHOLARSHIP AWARDS TO STUDENTS BASED ON THEIR PERFORMANCE IN THE JUNIOR ACHIEVEMENT TITAN AND JUNIOR ACHIEVEMENT COMPANY PROGRAMS AND RELATED COMPETITIONS X X X 0 0 0 0 0 0 0 0 0 GINA BLAYNEY CEO & PRESIDENT (OUTGOING) 257234 0 65000 0 7808 0 9749 0 19790 0 359581 0 0 0 LACHELLE WILLIAMS MALECHA SVP - OPERATIONS 134540 0 23541 0 1481 0 4505 0 8420 0 172487 0 0 0 X PROGRAM SUPPLIES 13 27015 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL BE APPOINTED BY THE BOARD OF DIRECTORS. EXCEPT AS RESTRICTED BY THE BOARD OF DIRECTORS, IT SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL ACT ONLY IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD AND SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE FINANCE COMMITTEE REVIEWS THE FORM 990, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND JAUM AREA BOARD MEMBERS (INCLUDING ADVISORY BOARDS) ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION UPON ASSUMING THEIR JA RESPONSIBILITIES AND ANNUALLY THEREAFTER, WHICH SHALL BE RETAINED IN LOCAL PERSONNEL FILES. SHOULD ANY TRANSACTION OR ACT OF ANY EMPLOYEE OR AREA BOARD MEMBER CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL OF THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS, AND IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. THE PRESIDENT AND CFO HAVE RESPONSIBILITY FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 JUNIOR ACHIEVEMENT USA, INC. (JAUSA) AND JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST, INC. (JAUM) UTILIZE A PAY STRUCTURE DESIGNED BY A COMPANY CALLED EQUI-COMP. EQUI-COMP PAY RANGES ARE BENCHMARKED AGAINST THE EXTERNAL LABOR MARKET AND ARE A SOURCE OF COMPARABLE COMPENSATION DATA. EACH YEAR, JAUM'S BOARD CHAIR RECEIVES THE EQUI-COMP INFORMATION FROM JAUSA THAT BENCHMARKS THE PRESIDENT'S POSITION AND ESTABLISHES A MARKET-BASED COMPENSATION RANGE. THE BOARD CHAIR, PAST-CHAIR AND INCOMING CHAIR, TO ENSURE CONTINUITY IN PROCESS, REVIEWS THIS DATA AND THE ORGANIZATION'S PERFORMANCE METRICS, AND IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL SALARY OF THE PRESIDENT. THE EXECUTIVE COMMITTEE APPROVES THE FINAL COMPENSATION PACKAGE FOR THE PRESIDENT. FOR ALL OTHER POSITIONS, JAUM USES EQUI-COMP DATA PROVIDED BY JAUSA, LOCAL BENCHMARK DATA AND EMPLOYEE PERFORMANCE INFORMATION TO DETERMINE COMPENSATION. FOR THESE POSITIONS, COMPENSATION IS DETERMINED AND APPROVED BY THE JAUM PRESIDENT IN CONSULTATION WITH THE SENIOR LEADERSHIP TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS DID NOT CHANGE FROM THE PRIOR YEAR. JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST 1745 UNIVERSITY AVE W ST ST PAUL MN 55104 411872097 CARRY OUT THE PURPOSE OF JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST, INC. MN 501(C)(3) LINE 12A, I JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST INC 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST C 270388 FAIR MARKET VALUE JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST O 77704 FAIR MARKET VALUE JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST B 300000 FAIR MARKET VALUE