JUNIOR ACHIEVEMENT USA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JUNIOR ACHIEVEMENT USA (EIN 41-1424988)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-12
- IRS object ID
- 201943469349300019
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-12T11:21:26-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 S 6TH ST 2300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411424988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUNI | BusinessNameControlTxt |
| Phone | 6512550055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 UNIVERSITY AVE W | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BLAYNEY | PersonNm |
| Person Title | CEO & PRESIDENT | PersonTitleTxt |
| Phone | 6512550055 | PhoneNum |
| Signature | 2019-11-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE H MOHR CPA | PreparerPersonNm |
| PTIN | P00447603 | PTIN |
| Phone | 6128764500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.188.75 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-26 | IPDt |
| IP Tm | 14:27:26 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 42991B41A32A13F77B110C5B470B2D73D8292482 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAN KRUCHOWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 UNIVERSITY AVE W | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,092,218 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1116 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | 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 2018-2019 SCHOOL YEAR, WE PARTNERED WITH LOCAL SCHOOLS AND 10,475 VOLUNTEERS TO TEACH OUR CURRICULUM TO 169,990 LOCAL STUDENTS IN MINNESOTA, NORTH DAKOTA AND WESTERN WISCONSIN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 65 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 65 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 10475 | TotalVolunteersCnt |
| Total Gross UBI | $1,250 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$225 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,231,511 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,085,288 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $252,448 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $289,344 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,128 | PYInvestmentIncomeAmt |
| CY Investment Income | $637,451 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$155,810 | PYOtherRevenueAmt |
| CY Other Revenue | -$117,706 | CYOtherRevenueAmt |
| PY Total Revenue | $11,331,277 | PYTotalRevenueAmt |
| CY Total Revenue | $5,894,377 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,445,539 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,245 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,102,741 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,239,167 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $812,977 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,538,363 | PYOtherExpensesAmt |
| CY Other Expenses | $2,425,990 | CYOtherExpensesAmt |
| PY Total Expenses | $16,086,643 | PYTotalExpensesAmt |
| CY Total Expenses | $5,694,402 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,755,366 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $199,975 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,490,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,496,009 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,772,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,460,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,718,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,035,179 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,138,706 | ExpenseAmt |
| Grant | $29,245 | GrantAmt |
| Revenue | $52,875 | RevenueAmt |
| Desc | JA TRADITIONAL IN-SCHOOL PROGRAMS: JAUM REACHED MORE THAN 169,990 STUDENTS DURING THE 2018-2019 SCHOOL YEAR WITH 1.25 MILLION 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,186,800 | ExpenseAmt |
| Revenue | $236,469 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $85,656 | ExpenseAmt |
| Desc | JA OUT OF SCHOOL TIME:YOUTH SERVING ORGANIZATIONS TO DELIVER JA PROGRAMMING THROUGH NEW CHANNELS. PARTNERSHIPS WITH MEDA, THE YMCA, GIRL SCOUTS, PROMISE NEIGHBORHOODS, AND MINNEAPOLIS PUBLIC SCHOOLS SUMMER SCHOOL PROGRAMS ARE EXAMPLES OF SUCH COLLABORATIONS WHERE JA IS REACHING STUDENTS BEYOND THE CLASSROOM. LEVERAGING THE BENEFITS OF OUT OF SCHOOL TIME PROGRAMMING IN ADDRESSING THE ACHIEVEMENT GAP, AS WELL AS SUPPORTERS OF THE ORGANIZATIONS WE ARE PARTNERING WITH, WILL CREATE FUNDING POTENTIAL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,411,162 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 65 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 65 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOLENE HART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512550068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 UNIVERSITY AVE W | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAN KRUCHOSKI | ||||||||
| BOARD CHAIR | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETE GODICH | ||||||||
| FORMER BOARD CHAIR | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD P HAFNER | ||||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATRICK PAZDERKA | ||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RO ADEBIYI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM STEGORA AXBERG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL BADGER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY BRETZ | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOBY BROBERG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA BURBACH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI R CHRISTOPHERSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE CHU | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN DILORENZO | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DUFFY | ||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT ENGLER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES R GIERTZ | ||||||||
| DIRECTOR, EMERITUS | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY GILBERSTADT | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB GOGGINS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM GRAFE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GRUPKA | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNY GULDSETH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HAJOSTEK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HAKENSEN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM HOFF | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM HOLMAN | ||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN HOVERMAN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER JANZEN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET JOHANSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL JOHNSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE JOHNSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD M KADLETZ | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KOCH | ||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JED LARKIN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOY LINSDAY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE LOUGHREY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRI MATUKE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MAYLE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL MILLER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW MOHS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS E MONTMINY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMMY MOON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MOOTZ | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL O'KEEFE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN PETERSON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARB RENNER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE RETHEMEIER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ABE REZAI | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ROOS | ||||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TROY ROSSOW | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CECILIA SADLER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH SANBERG | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN SAUTER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SAYLES-ADAMS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN SCANLON | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGH K SCHILLING | ||||||||
| DIRECTOR, EMERITUS | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCEL SMITS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRI SOUTOR | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN D STEEN | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALYSE STOFER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA SWOVERLAND | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN THOMAS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT THORNE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP TRIER | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KREG WEIGAND | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN WEST | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL S WILLIAMS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE WOELL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GINA BLAYNEY | ||||||||
| CEO & PRESIDENT | 40.00 | 0.00 | Yes (X) | $315,644 | $0 | $97,317 | ||
| JOLENE HART | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $149,930 | $0 | $30,353 | ||
| LACHELLE WILLIAMS | ||||||||
| SVP - DEVELOPMENT | 40.00 | 0.00 | $150,412 | $0 | $57,857 | Yes (X) | ||
| MORGAN KINROSS-WRIGHT | ||||||||
| FORMER SVP - DEVELOPMENT | 40.00 | 0.00 | $153,715 | $0 | $65,510 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $769,701 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $251,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MA MORTENSON | |||||
| 700 MEADOW LANE NORTH | MINNEAPOLIS | MN | 55442 | GENERAL CONTRACTOR- NEW FACILITY | $6,346,950 |
| SUCCESS COMPUTER CONSULTING | |||||
| 6130 GOLDEN HILLS DR | GOLDEN VALLEY | MN | 55416 | OUTSOURCED IT PROVIDER | $175,433 |
| RSP ARCHITECTS | |||||
| 1220 MARSHALL STREET NE | MINNEAPOLIS | MN | 55413 | ARCHITECTS- NEW FACILITY | $168,904 |
| BRIDGING PROJECT MANAGEMENT | |||||
| 4732 ALDRICH AVE SOUTH | MINNEAPOLIS | MN | 55419 | OWNER'S REPRESENTATIVE SERVICES | $139,048 |
| FAEGRE BAKER DANIELS LLP | |||||
| NW 6139 PO BOX1450 | MINNEAPOLIS | MN | 554856139 | LEGAL ADVISOR- NEW MARKET TAX CREDITS | $108,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,120,347 | FundraisingAmt |
| Related Organizations | $247,272 | RelatedOrganizationsAmt |
| All Other Contributions | $3,717,669 | AllOtherContributionsAmt |
| Noncash Contributions | $52,046 | NoncashContributionsAmt |
| Total Contributions | $5,085,288 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| JA BIZTOWN | 624310 | $236,469 | $236,469 |
| JA TRADITIONAL CLASSRO | 624310 | $52,875 | $52,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $289,344 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,520 | TotalRevenueColumnAmt |
| Exclusion | $16,520 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,250 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,250 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,250 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $620,931 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $620,931 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620,931 | TotalRevenueColumnAmt |
| Exclusion | $620,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,120,347 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $197,841 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$157,841 | TotalRevenueColumnAmt |
| Exclusion | -$157,841 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $38,885 | TotalRevenueColumnAmt |
| Exclusion | $38,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,885 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,894,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289,344 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $518,495 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,245 | TotalAmt |
| Program Services | $29,245 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,244 | TotalAmt |
| Program Services | $424,663 | ProgramServicesAmt |
| Management And General | $59,031 | ManagementAndGeneralAmt |
| Fundraising | $109,550 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,084,321 | TotalAmt |
| Program Services | $1,543,884 | ProgramServicesAmt |
| Management And General | $214,607 | ManagementAndGeneralAmt |
| Fundraising | $325,830 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,837 | TotalAmt |
| Program Services | $187,432 | ProgramServicesAmt |
| Management And General | $26,053 | ManagementAndGeneralAmt |
| Fundraising | $48,352 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,576 | TotalAmt |
| Program Services | $82,734 | ProgramServicesAmt |
| Management And General | $11,500 | ManagementAndGeneralAmt |
| Fundraising | $21,342 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,189 | TotalAmt |
| Program Services | $131,849 | ProgramServicesAmt |
| Management And General | $18,327 | ManagementAndGeneralAmt |
| Fundraising | $34,013 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,246 | TotalAmt |
| Program Services | $1,225 | ProgramServicesAmt |
| Management And General | $21,021 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,045 | TotalAmt |
| Program Services | $149,990 | ProgramServicesAmt |
| Fundraising | $40,055 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,791 | TotalAmt |
| Program Services | $85,643 | ProgramServicesAmt |
| Management And General | $22,812 | ManagementAndGeneralAmt |
| Fundraising | $42,336 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,989 | TotalAmt |
| Program Services | $195,033 | ProgramServicesAmt |
| Management And General | $13,425 | ManagementAndGeneralAmt |
| Fundraising | $31,531 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,218 | TotalAmt |
| Program Services | $39,244 | ProgramServicesAmt |
| Management And General | $5,593 | ManagementAndGeneralAmt |
| Fundraising | $10,381 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,645 | TotalAmt |
| Program Services | $31,224 | ProgramServicesAmt |
| Management And General | $4,747 | ManagementAndGeneralAmt |
| Fundraising | $12,674 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,373 | TotalAmt |
| Program Services | $204,995 | ProgramServicesAmt |
| Management And General | $28,495 | ManagementAndGeneralAmt |
| Fundraising | $52,883 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,904 | TotalAmt |
| Program Services | $97,967 | ProgramServicesAmt |
| Management And General | $24,492 | ManagementAndGeneralAmt |
| Fundraising | $6,445 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,082 | TotalAmt |
| Program Services | $392,747 | ProgramServicesAmt |
| Management And General | $14,045 | ManagementAndGeneralAmt |
| Fundraising | $28,290 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION & OTHER PROGR | $655,458 | $655,458 | ||
| OTHER PROGRAM COSTS | $143,746 | $143,746 | ||
| MISCELLANEOUS EXPENSE | $69,493 | $14,083 | $6,115 | $49,295 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,694,402 | TotalAmt |
| Program Services | $4,411,162 | ProgramServicesAmt |
| Management And General | $470,263 | ManagementAndGeneralAmt |
| Fundraising | $812,977 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,220,145 | BOYAmt |
| EOY | $1,234,436 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,646,316 | BOYAmt |
| EOY | $359,045 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,961,336 | BOYAmt |
| EOY | $2,206,945 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,392 | BOYAmt |
| EOY | $83,492 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,527 | BOYAmt |
| EOY | $77,643 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,111,047 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $428,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,432,555 | BOYAmt |
| EOY | $16,682,276 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $606,458 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,548 | BOYAmt |
| EOY | $245,714 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,490,819 | BOYAmt |
| EOY | $21,496,009 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,746,783 | BOYAmt |
| EOY | $853,580 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,021,373 | BOYAmt |
| EOY | $15,573,664 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,967 | BOYAmt |
| EOY | $33,586 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,772,123 | BOYAmt |
| EOY | $16,460,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,513 | BOYAmt |
| EOY | $2,328,101 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684,183 | BOYAmt |
| EOY | $2,707,078 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,718,696 | BOYAmt |
| EOY | $5,035,179 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,490,819 | BOYAmt |
| EOY | $21,496,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $199,975 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,391 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $115,117 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,166,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,728,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,910,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,231,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,085,288 | CurrentTaxYearAmt |
| Total | $35,122,216 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,166,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,728,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,910,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,231,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,085,288 | CurrentTaxYearAmt |
| Total | $35,122,216 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,809,825 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,312,391 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $3,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,520 | CurrentTaxYearAmt |
| Total | $38,372 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,250 | CurrentTaxYearAmt |
| Total | $8,750 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,885 | CurrentTaxYearAmt |
| Total | $391,902 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,561,240 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,475,676 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING OTHER INCOME - 2014 AMOUNT: $ 84,437. 2015 AMOUNT: $ 107,241. 2016 AMOUNT: $ 120,479. 2017 AMOUNT: $ 40,860. OTHER INCOME - 2018 AMOUNT: $ 38,885. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $817,097 | BeginningYearBalanceAmt |
| Contributions | $14,549 | ContributionsAmt |
| Investment Earnings Or Losses | $31,265 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,159 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,984 | AdministrativeExpensesAmt |
| End Year Balance | $789,768 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,155,906 | BeginningYearBalanceAmt |
| Contributions | $3,510 | ContributionsAmt |
| Investment Earnings Or Losses | $64,745 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $358,641 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $48,423 | AdministrativeExpensesAmt |
| End Year Balance | $817,097 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,069,635 | BeginningYearBalanceAmt |
| Contributions | $121,009 | ContributionsAmt |
| Investment Earnings Or Losses | $100,633 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,619 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $82,752 | AdministrativeExpensesAmt |
| End Year Balance | $1,155,906 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,100,037 | BeginningYearBalanceAmt |
| Contributions | $95,284 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,666 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,394 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $58,626 | AdministrativeExpensesAmt |
| End Year Balance | $1,069,635 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,094,555 | BeginningYearBalanceAmt |
| Contributions | $85,186 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,867 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,268 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,569 | AdministrativeExpensesAmt |
| End Year Balance | $1,100,037 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,076,900 | OtherCostOrOtherBasisAmt |
| Book Value | $1,076,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,834,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,241 | DepreciationAmt |
| Book Value | $14,600,247 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,199,659 | OtherCostOrOtherBasisAmt |
| Depreciation | $194,530 | DepreciationAmt |
| Book Value | $1,005,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,682,276 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASES | Desc |
| Amt | $33,586 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $33,586 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,172,256 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,391 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $276,488 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $277,879 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,894,377 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,894,377 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,855,773 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $161,371 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $161,371 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,694,402 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,694,402 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, INC. 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, INC. |
| 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, 2019 OR 2018. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BIGBOWL | Event1Nm |
| Gross Receipts Event1 | $701,589 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $701,589 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $5,311 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $47,219 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,073 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,923 | OtherDirectExpensesEvent1Amt |
| Event2 | HALL OF FAME | Event2Nm |
| Gross Receipts Event2 | $261,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $221,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,000 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $506 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,016 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $38,305 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $31,707 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $197,758 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $197,758 | CharitableContriOtherEventsAmt |
| Non Cash Prizes Other Events | $6,992 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $13,796 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $17,119 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $17,927 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,947 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,160,347 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,120,347 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $40,000 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,809 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $70,031 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $56,497 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,927 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,577 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $197,841 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$157,841 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP AWARDS | GrantTypeTxt |
| Recipient | 46 | RecipientCnt |
| Cash Grant | $29,245 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GINA BLAYNEY | ||||||||||||||
| CEO & PRESIDENT | $237,037 | $0 | $71,037 | $0 | $7,570 | $0 | $70,561 | $0 | $26,756 | $0 | $412,961 | $0 | $0 | $0 |
| JOLENE HART | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $113,660 | $0 | $35,853 | $0 | $417 | $0 | $28,929 | $0 | $1,424 | $0 | $180,283 | $0 | $0 | $0 |
| LACHELLE WILLIAMS | ||||||||||||||
| SVP - DEVELOPMENT | $116,888 | $0 | $32,249 | $0 | $1,275 | $0 | $46,636 | $0 | $11,221 | $0 | $208,269 | $0 | $0 | $0 |
| MORGAN KINROSS-WRIGHT | ||||||||||||||
| FORMER SVP - DEVELOPMENT | $134,870 | $0 | $18,300 | $0 | $545 | $0 | $56,373 | $0 | $9,137 | $0 | $219,225 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FURNITURE | 6 | $32,980 | FMV |
| Yes (X) | PROGRAM SUPPLIES | 19 | $19,066 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1745 UNIVERSITY AVE W ST | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411872097 | EIN |
| Primary Activities | CARRY OUT THE PURPOSE OF JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST | ||
| C | $247,272 | FAIR MARKET VALUE |
| JUNIOR ACHIEVEMENT FOUNDATION OF THE UPPER MIDWEST | ||
| O | $34,984 | FAIR MARKET VALUE |
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