2018-02-19T15:31:11-06:00 2017-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2016-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 MICHAEL FROHNA PRESIDENT 4145773800 2018-02-13 1 WENDY MALLO P01250277 4144634411 74.142.163.66 2018-02-13 10:25:53 CS P A1E3CE75D951098F5CF37418E507036188929F4F 564A8A0198AC70B833D2A53CE5A9B61C10E7EB35 2016 2021-01-29 14:40:06Z MICHAEL FROHNA 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 6207020 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 89 89 87 8926 0 0 5357661 5081657 0 0 834674 360584 -235610 -396982 5956725 5045259 2000 6000 0 0 3346892 3343098 0 0 482378 2041986 1790558 5390878 5139656 565847 -94397 18209452 19021452 453452 458198 17756000 18563254 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 LITEARACY, ENTREPRENEURSHIP AND WORK REDINESS SKILLS THAT THEY WILL NEED TO BECOME RESPONSIBLE CITIZENS AND SUCCEED IN A GLOBAL ECONOMY. 0 0 2163696 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. 93,096 STUDENTS IN 4,960 CLASSES. 911712 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 BIZTOWN 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! 11,751 STUDENTS IN 494 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. 9,662 STUDENTS IN 388 CLASSES. 755724 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. 21,812 STUDENTS IN 1,057 CLASSES. 532136 6000 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. 22,301 STUDENTS IN 1,549 CLASSES 532136 6000 4363268 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 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 87 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 MR JEFFREY DELAHAUT 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 NANCY SENNETT CHAIR 1.00 X X 0 0 0 RAYMOND WILSON VICE CHAIR 1.00 X X 0 0 0 SEAN TORINUS SECRETARY 1.00 X X 0 0 0 KARA KAISER 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 F 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 DOUG O'CONNER DIRECTOR 1.00 X 0 0 0 DR DARIENNE DRIVER DIRECTOR 1.00 X 0 0 0 DR EVE HALL 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 ELIZABETH ORELUP 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 JAN ZANDER 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 PAUL STEFFEN 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 SARAH LAUBER 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 STEVEN BOOTH DIRECTOR 1.00 X 0 0 0 STEVE DONOVAN 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 TROY CARROTHERS 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 WENDY BURKE DIRECTOR 1.00 X 0 0 0 WILLIAM NASGOVITZ DIRECTOR 1.00 X 0 0 0 DENNIS KRAKAU DIRECTOR 1.00 X 0 0 0 TIM GREINERT PRESIDENT 50.00 X 245451 0 56979 245451 0 56979 1 0 1 0 0 1834609 3247048 283662 5081657 105430 105430 1800 0 1800 1800 1800 726507 471353 255154 255154 255154 262644 1834609 690408 -427764 -427764 OTHER REVENUE 611710 28982 28982 28982 5045259 0 0 -36398 6000 6000 312160 156080 62432 93648 2277790 1917688 120111 239991 301925 259461 19772 22692 257944 220960 13904 23080 193279 157157 16278 19844 22800 18240 3420 1140 2269 2212 50 7 150777 134593 2136 14048 36559 35259 618 682 48586 43438 1560 3588 136002 136002 217672 198277 9675 9720 62677 58509 3830 338 PROGRAM MATERIALS 583222 587869 -10881 6234 OUTSIDE SERVICES 163607 147608 10736 5263 UTILITIES 139292 124268 9973 5051 EQUIPMENT RENT AND MAIN 65224 59244 2984 2996 161871 100403 27412 34056 5139656 4363268 294010 482378 125608 59262 1114222 1360885 1703886 1582661 24167 13567 162497 158580 187523 187976 8762231 1827880 7078090 6934351 7813459 8724170 18209452 19021452 423627 415246 29825 42952 453452 458198 X 13848623 14480252 2226064 2397572 1681313 1685430 17756000 18563254 18209452 19021452 -94397 901651 0 X X 0 1 X 1 0 X 5730663 5050054 4100903 5357661 5081657 25320938 5730663 5050054 4100903 5357661 5081657 25320938 2164061 23156877 90601 148558 119918 133339 107230 599646 9575 10986 35746 47227 28982 132516 26053100 1358997 0.88880 0.88570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2012 AMOUNT: $ 9,575. 2013 AMOUNT: $ 10,986. 2014 AMOUNT: $ 35,746. 2015 AMOUNT: $ 47,227. 2016 AMOUNT: $ 28,982. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5508774 4117 901665 381299 6033257 5847803 42141 -76846 304324 5508774 5444605 561995 243667 402464 5847803 4799684 52126 851679 258884 5444605 4290210 14703 659251 164480 4799684 0.66800 0.27940 0.05260 0 0 785406 785406 6131691 306225 5825466 1229257 1076695 152562 615877 444960 170917 6934351 X 5991994 901651 45084 946735 5045259 0 5045259 5184740 45084 45084 5139656 0 5139656 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. JAWA AUCTION 684380 415967 268413 41750 40609 2950 178854 HALL OF FAME 425917 390067 35850 2000 5278 43228 57859 22 986956 1028575 -41619 15640 2394 26209 53654 3380 216603 2097253 1834609 262644 59390 7672 26209 137491 6330 453316 690408 -427764 1 HIGHER EDUCATION SCHOLARSHIPS 80 68200 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 209646 0 30964 0 4841 0 41428 0 15551 0 302430 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. X 4 26475 SELLING PRICE X JAWA AUCTION EVENT 95 137986 FAIR VALUE X OTHER SPECIAL EVENTS 417 75053 FAIR VALUE X MISCELLANEOUS NON-EVENT 33 28541 FAIR VALUE X BUSINESS CHALLENGE EVENT 63 15607 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR THE PROCESS USED TO SELECT AN INDEPENDENT ACCOUNTANT.