2019-04-22T14:32:36-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2017-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 MICHAEL FROHNA PRESIDENT 4145773800 2019-04-19 1 WENDY MALLO P01250277 4144634411 2019-04-19 74.142.163.66 2019-04-19 07:58:13 CD P 95FD3CD324D7C6C558223E34BD2EF05BB0413D65 95FD3CD324D7C6C558223E34BD2EF05BB0413D65 2017 2019-02-21 02:37:17Z MICHAEL FROHNA 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 7433231 0 1116 X WWW.JUNIORACHIEVEMENT.ORG/WEB/JA-WISCONSIN/ X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 89 89 85 8710 0 0 5081657 4358105 0 0 360584 881248 -396982 -164262 5045259 5075091 6000 56210 0 0 3343098 3079738 0 0 490588 1790558 1756434 5139656 4892382 -94397 182709 19021452 19312274 458198 454710 18563254 18857564 X JUNIOR ACHIEVEMENT OF WISCONSIN, INC. SERVES A FRANCHISED AREA OF JUNIOR ACHIEVEMENT WORLDWIDE, INC. THE ORGANIZATION WAS CREATED FOR THE PURPOSE OF ENHANCING WISCONSIN'S ECONOMIC VITALITY BY PROVIDING YOUNG PEOPLE AND THE CHANGING WORKFORCE WITH EXPERIENCE-BASED ECONOMIC EDUCATION THROUGH PARTNERSHIPS THAT ARE RESPONSIVE TO BUSINESS, EDUCATION, AND COMMUNITY NEEDS. THE ORGANIZATION PREPARES YOUNG PEOPLE TO SUCCESSFULLY NAVIGATE THEIR ECONOMIC FUTURE THROUGH LEARNING EXPERIENCES THAT SIMULATE FUTURE SUCCESS AND SUPPORT CAREER DISCOVERY. JA PROGRAMS PROVIDE STUDENTS WITH THE FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORK REDINESS SKILLS THAT THEY WILL NEED TO BECOME RESPONSIBLE CITIZENS AND SUCCEED IN A GLOBAL ECONOMY. 0 0 1942708 ELEMENTARY GRADE PROGRAMS - STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. 82,956 STUDENTS IN 4,362 CLASSES. 890435 JA BIZTOWN AND JA FINANCE PARK ARE REALITY-BASED, HANDS-ON LEARNING PROGRAMS. THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES, AND ACTIVE PARTICIPATION IN AN INTERACTIVE SIMULATION, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN AN ECONOMY AND THE PRINCIPLES OF BUDGETING.JA BIZ TOWN TAKES 4TH-6TH GRADE STUDENTS INTO THE WORLD OF BUSINESS. THEY ASSUME ROLES OF PRODUCERS, CONSUMERS AND INVESTORS. STUDENTS LEARN HOW TO CREATE AND MANAGE A BUSINESS, AS WELL AS LEARN WHAT IT TAKES TO MAKE A SALE AND EARN MONEY! 13,200 STUDENTS IN 538 CLASSES.JA FINANCE PARK INTRODUCES MIDDLE AND HIGH SCHOOL STUDENTS TO PERSONAL FINANCE AND CAREER EXPLORATION. DURING THEIR DAY AT JA FINANCE PARK, STUDENTS RECEIVE RANDOMLY ASSIGNED FAMILY AND INCOME SCENARIOS. THEY THEN PROCEED TO USE BANK SERVICES, ARRANGE FOR HOUSING AND TRANSPORTATION, MAKE INVESTMENT DECISIONS AND WORK TO CREATE A BALANCED PERSONAL BUDGET. 10,556 STUDENTS IN 417 CLASSES. 713936 MIDDLE GRADE PROGRAMS - REINFORCE THE VALUE OF EDUCATION BY DEMONSTRATING THE ECONOMIC BENEFITS OF STAYING IN SCHOOL. EACH OF THE LESSONS SUPPORT 21ST-CENTURY LEARNING OBJECTIVES INCLUDING COLLABORATION AND CRITICAL THINKING. 24,943 STUDENTS IN 1,209 CLASSES. 571080 56210 HIGH SCHOOL PROGRAMS - HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTERS SKILLS THAT WILL BE HIGHLY USEFUL IN THE WORKFORCE. WITH A RANGE OF DIFFERENT PROGRAMS, JA TEACHES CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY AND WORK READINESS. VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 22,110 STUDENTS IN 1,532 CLASSES 571080 56210 4118159 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 85 1 0 0 0 0 0 1 1 0 0 0 0 X 89 89 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 WI X X MR JEFFREY DELAHAUT 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 RAYMOND WILSON CHAIR 1.00 X X 0 0 0 KARA KAISER VICE CHAIR 1.00 X X 0 0 0 SEAN TORINUS SECRETARY 1.00 X X 0 0 0 SARAH LAUBER TREASURER 1.00 X X 0 0 0 ANDRES GONZALEZ DIRECTOR 1.00 X 0 0 0 ARTHUR SMITH DIRECTOR 1.00 X 0 0 0 BARRY MCNULTY DIRECTOR 1.00 X 0 0 0 BETTY BERGQUIST DIRECTOR 1.00 X 0 0 0 BRAD SCHLOSSMANN DIRECTOR 1.00 X 0 0 0 BRIAN ADAMS DIRECTOR 1.00 X 0 0 0 BRUCE ARENSMEIER DIRECTOR 1.00 X 0 0 0 BRUCE LANSER DIRECTOR 1.00 X 0 0 0 CARL BROWN DIRECTOR 1.00 X 0 0 0 CHAD CUNDIFF DIRECTOR 1.00 X 0 0 0 CHARLES MELLOWES DIRECTOR 1.00 X 0 0 0 CHRIS WALTERS DIRECTOR 1.00 X 0 0 0 CHRISTINE ANDERSON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LEBERFING DIRECTOR 1.00 X 0 0 0 DAN MEYER DIRECTOR 1.00 X 0 0 0 DANIEL MCKEITHAN JR DIRECTOR 1.00 X 0 0 0 DARRYL GREEN DIRECTOR 1.00 X 0 0 0 DAVE WERNER DIRECTOR 1.00 X 0 0 0 DENNIS KRAKAU DIRECTOR 1.00 X 0 0 0 DOUGLAS O'CONNOR DIRECTOR 1.00 X 0 0 0 DR LINDA SALCHENBERGER DIRECTOR 1.00 X 0 0 0 DR ROBERT TATTERSON DIRECTOR 1.00 X 0 0 0 DR SUSAN MAY DIRECTOR 1.00 X 0 0 0 DR TONY EVERS DIRECTOR 1.00 X 0 0 0 ED MAGINOT DIRECTOR 1.00 X 0 0 0 GUY SMITH DIRECTOR 1.00 X 0 0 0 JAMES BEDORE DIRECTOR 1.00 X 0 0 0 JAMES FUCHS DIRECTOR 1.00 X 0 0 0 JAMES GROSS DIRECTOR 1.00 X 0 0 0 JAMES MEYER DIRECTOR 1.00 X 0 0 0 JAMES ZIEMER DIRECTOR 1.00 X 0 0 0 JAY ROTHMAN DIRECTOR 1.00 X 0 0 0 JENNIFER GREEN DIRECTOR 1.00 X 0 0 0 JENNIFER WOLFF DIRECTOR 1.00 X 0 0 0 JILL BRZESKI DIRECTOR 1.00 X 0 0 0 JOANNE SZYMASZEK DIRECTOR 1.00 X 0 0 0 JOHN HOWARD DIRECTOR 1.00 X 0 0 0 JOHN KOSS JR DIRECTOR 1.00 X 0 0 0 JOHN SPLUDE DIRECTOR 1.00 X 0 0 0 JON GROSSHUESCH DIRECTOR 1.00 X 0 0 0 JOSEPH GEHRKE DIRECTOR 1.00 X 0 0 0 JOSEPH TUCKER DIRECTOR 1.00 X 0 0 0 KAREN HUNG DIRECTOR 1.00 X 0 0 0 KEITH BURNS DIRECTOR 1.00 X 0 0 0 KURT BECHTHOLD DIRECTOR 1.00 X 0 0 0 LEIF CHRISTIANSON DIRECTOR 1.00 X 0 0 0 LINDA FEIRN DIRECTOR 1.00 X 0 0 0 LINDSAY HAMMERER DIRECTOR 1.00 X 0 0 0 LORI BECHTHOLD DIRECTOR 1.00 X 0 0 0 LORRAINE AVERY DIRECTOR 1.00 X 0 0 0 MARK METZENDORF DIRECTOR 1.00 X 0 0 0 MARSHA MATHER DIRECTOR 1.00 X 0 0 0 MARTY MONFILS DIRECTOR 1.00 X 0 0 0 MATT HUNTER DIRECTOR 1.00 X 0 0 0 MICHAEL ORZECHOWSKI DIRECTOR 1.00 X 0 0 0 MICHAEL SCHULZE DIRECTOR 1.00 X 0 0 0 MICHAEL SHEPPARD DIRECTOR 1.00 X 0 0 0 PAUL DANOLA DIRECTOR 1.00 X 0 0 0 PAUL JONES DIRECTOR 1.00 X 0 0 0 PETER KORDUS DIRECTOR 1.00 X 0 0 0 RICK PARRA DIRECTOR 1.00 X 0 0 0 ROBERT COWEN DIRECTOR 1.00 X 0 0 0 ROBERT LANDWEHR DIRECTOR 1.00 X 0 0 0 SANG H KIM DIRECTOR 1.00 X 0 0 0 SCOTT WEBER DIRECTOR 1.00 X 0 0 0 SEAN KNOTT DIRECTOR 1.00 X 0 0 0 STEVE DONOVAN DIRECTOR 1.00 X 0 0 0 STEVEN BOOTH DIRECTOR 1.00 X 0 0 0 SUSAN FRONK DIRECTOR 1.00 X 0 0 0 THEODORE CRANDALL DIRECTOR 1.00 X 0 0 0 THOMAS HAUSKE JR DIRECTOR 1.00 X 0 0 0 TIM BOWERS DIRECTOR 1.00 X 0 0 0 TODD TESKE DIRECTOR 1.00 X 0 0 0 TOM KISSINGER DIRECTOR 1.00 X 0 0 0 WAYNE OLDENBURG DIRECTOR 1.00 X 0 0 0 WEI SHEN DIRECTOR 1.00 X 0 0 0 WILLIAM NASGOVITZ DIRECTOR 1.00 X 0 0 0 GRISELDA ALDRETE DIRECTOR 1.00 X 0 0 0 DAVID HESSION DIRECTOR 1.00 X 0 0 0 PAUL HULTGREN DIRECTOR 1.00 X 0 0 0 JAMES QUINLAN DIRECTOR 1.00 X 0 0 0 LAURA NELSON DIRECTOR 1.00 X 0 0 0 NANCY SENNETT DIRECTOR 1.00 X 0 0 0 TROY CARROTHERS DIRECTOR 1.00 X 0 0 0 THOMAS IANNACONE DIRECTOR 1.00 X 0 0 0 TIM GREINERT PRESIDENT 50.00 X 151233 0 27760 MICHAEL FROHNA PRESIDENT 50.00 X 67836 0 2699 219069 0 30459 1 0 1 0 0 1496679 2861426 178961 4358105 101879 101879 1800 0 1800 1800 1800 2674864 44715 1903353 36857 771511 7858 779369 779369 217598 1496679 417930 -200332 -200332 LAND CONTRACT RECEIVABLE 900099 11728 11728 EXPIRED SCHOLARSHIPS 611710 10000 10000 MORTGAGE INTEREST 900099 7772 7772 4770 4770 34270 5075091 0 0 716986 56210 56210 216134 108067 43227 64840 2161953 1780909 125935 255109 275983 234710 16861 24412 246690 201223 8625 36842 178978 142078 13815 23085 24391 17700 1971 4720 10828 7888 73 2867 130026 116099 3190 10737 173063 158219 7324 7520 44597 39672 784 4141 141000 141000 227043 206913 10037 10093 80438 75999 3976 463 PROGRAM MATERIALS 502600 502201 0 399 OUTSIDE SERVICES 202472 165409 32601 4462 EQUIPMENT RENT AND MAIN 68670 62834 2812 3024 BAD DEBT EXPENSE 50934 0 36265 14669 100372 101028 -23861 23205 4892382 4118159 283635 490588 59262 39852 1360885 2114858 1582661 705767 13567 9601 158580 146852 187976 174542 8277411 1381839 6934351 6895572 8724170 9225230 19021452 19312274 415246 439160 42952 15550 458198 454710 X 14480252 15138603 2397572 1971216 1685430 1747745 18563254 18857564 19021452 19312274 182709 111601 0 X 0 1 X 1 0 X 5050054 4100903 5357661 5081657 4358105 23948380 5050054 4100903 5357661 5081657 4358105 23948380 683566 23264814 148558 119918 133339 107230 103679 612724 10986 35746 47227 28982 34270 157211 24718315 1204610 0.94120 0.88880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 10,986. 2014 AMOUNT: $ 35,746. 2015 AMOUNT: $ 47,227. 2016 AMOUNT: $ 28,982. 2017 AMOUNT: $ 470. LAND CONTRACT RECEIVABLE - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 11,728. EXPIRED SCHOLARSHIPS - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 10,000. MORTGAGE INTEREST - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 7,772. RESTITUTION - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 4,300. 6033257 66815 666189 467365 6298896 5508774 4117 901665 381299 6033257 5847803 42141 -76846 304324 5508774 5444605 561995 243667 402464 5847803 4799684 52126 851679 258884 5444605 0.68710 0.27750 0.03540 0 0 860406 860406 6131691 357617 5774074 681452 534503 146949 603862 489719 114143 6895572 X 5201175 111601 63693 175294 5025881 49210 49210 5075091 4906865 63693 63693 4843172 49210 49210 4892382 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIP FUNDS AND GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS GRANTS/SCHOLARSHIPS 49,210. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS GRANTS/SCHOLARSHIPS 49,210. JAWA AUCTION 369312 225074 144238 53519 16200 22664 HALL OF FAME 417764 373144 44620 1000 5278 43700 17 927201 898461 28740 700 10335 19464 48098 1429 195543 1714277 1496679 217598 1700 15613 19464 145317 17629 218207 417930 -200332 1 HIGHER EDUCATION SCHOLARSHIPS 81 56210 PART I, LINE 2: THE ORGANIZATION HAS A SELECTION COMMITTEE THAT REVIEWS THE APPLICATIONS AND AFTER AWARDING, BUT BEFORE PAYMENT, THE STUDENTS NEED TO PROVIDE PROOF OF ENROLLMENT IN A COLLEGE OR UNIVERSITY AND MAINTAIN A MINIMUM GRADE POINT AVERAGE. FURTHER, THE ORGANIZATION ISSUES THE CHECKS DIRECTLY TO THE EDUCATIONAL INSTITUTION AND NEVER TO THE STUDENTS. X 1 1 X X X X X 0 0 0 1 0 1 0 0 0 TIM GREINERT PRESIDENT 119281 0 29800 0 2152 0 21198 0 6562 0 178993 0 0 0 PART I, LINE 1A HEALTH CLUB DUES ARE TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT. PART I, LINE 5 A COMPONENT OF THE VARIABLE INCENTIVE PAY PACKAGE IS TIED TO THE ORGANIZATION ACHIEVING ITS FUNDRAISING GOALS AND BUDGETED NET SURPLUS OR DEFICIT. PART I, LINE 6 A COMPONENT OF THE VARIABLE INCENTIVE PAY PACKAGE IS TIED TO THE ORGANIZATION ACHIEVING ITS FUNDRAISING GOALS AND BUDGETED NET SURPLUS OR DEFICIT. BRAD SCHLOSSMANN BOARD MEMBER 38999 TWO VEHICLES AMOUNTING TO $36,000 AND CASH OF $2,999 WAS TRADED IN FOR A NEW VEHICLE COSTING $38,999 AT SCHLOSSMANN'S DODGE CITY WHICH IS OWNED BY THE BOARD MEMBER. 0 X 4 18238 SELLING PRICE X MISCELLANEOUS NON-EVENT 52 52485 FAIR VALUE X OTHER SPECIAL EVENTS 378 49318 FAIR VALUE X JAWA AUCTION EVENT 69 44663 FAIR VALUE X BUSINESS CHALLENGE EVENT 56 14257 FAIR VALUE 0 1 0 FORM 990, PART IV, LINE 22: THE SCHOLARSHIP EXPENSES ARE RECORDED AS PART OF THE SPECIAL EVENTS RATHER THAN ON PART IX, LINE 2. SCHEDULE I HAS BEEN INCLUDED TO REPORT ALL SCHOLARSHIPS. FORM 990, PART VI, SECTION A, LINE 2 KURT AND LORI BECHTHOLD ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE WILL REVIEW AND APPROVE THE FORM 990. A COPY WILL THEN BE SENT TO ALL BOARD MEMBERS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DEVELOPMENT COMMITTEE REVIEWS ALL THE CONFLICT OF INTEREST STATEMENTS. ANY ISSUES THAT ARISE FROM THE REVIEW WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S SALARY IS SUBJECT TO BOARD APPROVAL. LOCAL AND NATIONAL COMPENSATION COMPARISONS ARE REVIEWED. KEY EMPLOYEES PAY IS REVIEWED AGAINST LOCAL AND NATIONAL DATA. SALARY RANGES ARE SET USING BOTH EQUICOMP DATA FROM JA USA AS WELL AS MARKET SALARY DATA PROVIDED BY MRA. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.