JUNIOR ACHIEVEMENT OF CHICAGO: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JUNIOR ACHIEVEMENT OF CHICAGO (EIN 36-2170141)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-19
IRS object ID
201842929349300004
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-19T07:42:37-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S Wacker Drive Ste 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362170141EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Junior Achievement of ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUNIBusinessNameControlTxt
Phone3127151300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1651 W Washington Blvd No 404AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSandra L Daffe'PersonNm
Person TitlePresidentPersonTitleTxt
Phone3127151300PhoneNum
Signature2018-10-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas BishopPreparerPersonNm
PTINP01694331PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.174.87.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-08IPDt
IP Tm13:15:28IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF6217F2D6ED5C2D75B43E0AF4E216B671259B073AtSubmissionCreationDeviceId
At Submission Filing Device IdF6217F2D6ED5C2D75B43E0AF4E216B671259B073AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSandra L Daffe'PrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1651 W Washington Blvd No 404AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60661ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,545,483GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1116GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jachicago.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTo inspire and prepare young people to succeed in a global economy.ActivityOrMissionDesc
Voting Members Governing Body131VotingMembersGoverningBodyCnt
Voting Members Independent130VotingMembersIndependentCnt
Total Employee99TotalEmployeeCnt
Total Volunteers13784TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,528,976PYContributionsGrantsAmt
CY Contributions Grants$6,492,145CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$627,103PYInvestmentIncomeAmt
CY Investment Income$666,626CYInvestmentIncomeAmt
PY Other Revenue$69,835PYOtherRevenueAmt
CY Other Revenue$68,025CYOtherRevenueAmt
PY Total Revenue$7,225,914PYTotalRevenueAmt
CY Total Revenue$7,226,796CYTotalRevenueAmt
PY Grants And Similar Paid$6,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,334,833PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,366,175CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$620,784CYTotalFundraisingExpenseAmt
PY Other Expenses$2,674,982PYOtherExpensesAmt
CY Other Expenses$2,780,853CYOtherExpensesAmt
PY Total Expenses$7,015,815PYTotalExpensesAmt
CY Total Expenses$7,153,028CYTotalExpensesAmt
PY Revenues Less Expenses$210,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$73,768CYRevenuesLessExpensesAmt
Total Assets BOY$20,506,122TotalAssetsBOYAmt
Total Assets EOY$21,070,655TotalAssetsEOYAmt
Total Liabilities BOY$1,263,506TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,064,394TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,242,616NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,006,261NetAssetsOrFundBalancesEOYAmt
MissionTo inspire and prepare young people to succeed in a global economy.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,593,095ExpenseAmt
Grant$6,000GrantAmt
Revenue$7,237,873RevenueAmt
DescJunior Achievement educates students, from kindergarten through 12th grade, about workforce readiness, entrepreneurship and financial literacy through experiential, hands-on programs. Junior Achievement programs help prepare young people for the real world by showing them how to generate wealth and effectively manage it, how to create jobs which make their communities more robust, and how to apply entrepreneurial thinking to the workplace. Students put these lessons into action and learn the value of contributing to their communities. In the 2017-2018 school year, Junior Achievement of Chicago served 600,222 students in 28,936 classrooms throughout the Chicagoland area.Desc
Total Program Service Expenses$5,593,095TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee99EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members131GoverningBodyVotingMembersCnt
Independent Voting Member130IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Terrance GuthrieBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127151300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1651 W Washington Blvd Suite 404AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606612123ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (144 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Sandra L Daffe'
President37.50Yes (X)Yes (X)$421,967$0$153,853
Thomas E Richards
Chairman1.00Yes (X)Yes (X)$0$0$0
Michael M Froy
Secretary1.00Yes (X)Yes (X)$0$0$0
Katherine M Scherer
Treasurer1.00Yes (X)Yes (X)$0$0$0
Jeffrey L Albee
Director0.50Yes (X)$0$0$0
Constantine G Alexandrakis
Director1.00Yes (X)$0$0$0
Bruce A Anderson
Director0.50Yes (X)$0$0$0
Walter W Barrett
Director0.50Yes (X)$0$0$0
Steve Battreall
Director0.50Yes (X)$0$0$0
Melissa L Bean
Director1.00Yes (X)$0$0$0
Thomas L Bindley
Director0.50Yes (X)$0$0$0
Hillary Bochniak
Director0.50Yes (X)$0$0$0
Rose Bollman
Director0.50Yes (X)$0$0$0
Catherine M Bourke
Director0.50Yes (X)$0$0$0
S Biff Bowman
Director1.00Yes (X)$0$0$0
Randy Burt
Director0.50Yes (X)$0$0$0
Deia Campanelli
Director0.50Yes (X)$0$0$0
Alexander G Campbell
Director0.50Yes (X)$0$0$0
Neal J Campbell
Director0.50Yes (X)$0$0$0
Stephen Carmichael
Director0.50Yes (X)$0$0$0
David R Casper
Director1.00Yes (X)$0$0$0
William J Chase
Director1.00Yes (X)$0$0$0
Robert B Chodos
Director1.00Yes (X)$0$0$0
Thomas Clarkson
Director1.00Yes (X)$0$0$0
Peter Colley
Director0.50Yes (X)$0$0$0
John J Compernolle
Director0.50Yes (X)$0$0$0
Elle Cordes
Director0.50Yes (X)$0$0$0
Tyson Cornell
Director1.00Yes (X)$0$0$0
James C Cotting
Director0.50Yes (X)$0$0$0
Bryan C Cressey
Director1.00Yes (X)$0$0$0
Marsha Cruzan
Director0.50Yes (X)$0$0$0
Kenneth G Daubenspeck
Director0.50Yes (X)$0$0$0
Randal Dawson
Director0.50Yes (X)$0$0$0
Ghram Debes
Director0.50Yes (X)$0$0$0
Patrice P DeCorrevont
Director1.00Yes (X)$0$0$0
David Dees
Director0.50Yes (X)$0$0$0
Donna Dorsey
Director0.50Yes (X)$0$0$0
Charles B Edelstein
Director0.50Yes (X)$0$0$0
Daniel P Fallon
Director0.50Yes (X)$0$0$0
W James Farrell
Director0.50Yes (X)$0$0$0
James D Fields
Director0.50Yes (X)$0$0$0
Stanley S Fields
Director0.50Yes (X)$0$0$0
Joseph Fitzpatrick
Director0.50Yes (X)$0$0$0
Ian Foster
Director0.50Yes (X)$0$0$0
Kristen P Freund
Director0.50Yes (X)$0$0$0
T Brian Gauen
Director0.50Yes (X)$0$0$0
Peter Gillespie
Director0.50Yes (X)$0$0$0
Shelley Goodman
Director1.00Yes (X)$0$0$0
Stephen J Grabek
Director1.00Yes (X)$0$0$0
Stedman Graham
Director0.50Yes (X)$0$0$0
Paul Green
Director1.00Yes (X)$0$0$0
Anders Gustafsson
Director0.50Yes (X)$0$0$0
Dan Chip W Hardt
Director1.00Yes (X)$0$0$0
Denis J Healy Sr
Director0.50Yes (X)$0$0$0
Angela Henderson
Director0.50Yes (X)$0$0$0
Roberto R Herencia
Director0.50Yes (X)$0$0$0
Gary E Holdren
Director0.50Yes (X)$0$0$0
John R Horne
Director0.50Yes (X)$0$0$0
Dennis Howarter
Director1.00Yes (X)$0$0$0
Joseph Huml
Director0.50Yes (X)$0$0$0
Jose A Isasi II
Director0.50Yes (X)$0$0$0
Janice K Jackson
Director0.50Yes (X)$0$0$0
James V James
Director0.50Yes (X)$0$0$0
Donna Jennings
Director0.50Yes (X)$0$0$0
George E Johnson
Director0.50Yes (X)$0$0$0
Kip Kelley
Director0.50Yes (X)$0$0$0
Anthony K Kesman
Director0.50Yes (X)$0$0$0
Jamie Kieffer
Director0.50Yes (X)$0$0$0
Lester B Knight
Director0.50Yes (X)$0$0$0
Jeff Langenbach
Director0.50Yes (X)$0$0$0
Katie Lawler
Director0.50Yes (X)$0$0$0
F David Leiter Jr
Director1.00Yes (X)$0$0$0
Richard H Lenny
Director1.00Yes (X)$0$0$0
Curtis N Maas
Director0.50Yes (X)$0$0$0
Jeffrey A Malehorn
Director0.50Yes (X)$0$0$0
Don Manning
Director0.50Yes (X)$0$0$0
David Marberger
Director0.50Yes (X)$0$0$0
Terry McCafferty
Director0.50Yes (X)$0$0$0
Anthony McCain
Director0.50Yes (X)$0$0$0
Stephen McLaughlin
Director0.50Yes (X)$0$0$0
Carla R Michelotti
Director0.50Yes (X)$0$0$0
Michael Mikhail
Director0.50Yes (X)$0$0$0
Jeffrey Miller
Director0.50Yes (X)$0$0$0
Paul Miller
Director0.50Yes (X)$0$0$0
T Drew Mitchell
Director0.50Yes (X)$0$0$0
Heather A Mooney
Director0.50Yes (X)$0$0$0
Brian Morgan
Director0.50Yes (X)$0$0$0
Paul Morgan
Director0.50Yes (X)$0$0$0
Wade Mynatt
Director0.50Yes (X)$0$0$0
David W Nelms
Director1.00Yes (X)$0$0$0
Stephen R Nesbitt
Director1.00Yes (X)$0$0$0
Larry P Nieman
Director0.50Yes (X)$0$0$0
Roger Odle
Director0.50Yes (X)$0$0$0
Robert O'Keef
Director0.50Yes (X)$0$0$0
Edmond F Opler
Director0.50Yes (X)$0$0$0
Donald J Ortegel
Director0.50Yes (X)$0$0$0
Charmaine P Owens
Director0.50Yes (X)$0$0$0
Alberto Paracchini
Director0.50Yes (X)$0$0$0
Allyson Park
Director0.50Yes (X)$0$0$0
Robert L Parkinson Jr
Director1.00Yes (X)$0$0$0
Mordie Pearson
Director0.50Yes (X)$0$0$0
J David Pepper
Director1.00Yes (X)$0$0$0
Amy L Pflueger
Director0.50Yes (X)$0$0$0
David M Pilotto
Director0.50Yes (X)$0$0$0
Nicholas K Pontikes
Director1.00Yes (X)$0$0$0
Frank S Ptak
Director1.00Yes (X)$0$0$0
Paul E Purcell
Director0.50Yes (X)$0$0$0
Mark A Roche
Director0.50Yes (X)$0$0$0
John Rodi
Director1.00Yes (X)$0$0$0
Patrick Roxworthy
Director0.50Yes (X)$0$0$0
James Rozsypal
Director0.50Yes (X)$0$0$0
Jimmy Samartzis
Director0.50Yes (X)$0$0$0
E Scott Santi
Director1.00Yes (X)$0$0$0
Greg Saul
Director0.50Yes (X)$0$0$0
Gale E Sayers
Director0.50Yes (X)$0$0$0
William H Scherr
Director0.50Yes (X)$0$0$0
Rod Schrader
Director0.50Yes (X)$0$0$0
Rex L Sessions
Director0.50Yes (X)$0$0$0
Erik Severinghaus
Director0.50Yes (X)$0$0$0
Stephen E Sheridan
Director0.50Yes (X)$0$0$0
Luis M Sierra
Director0.50Yes (X)$0$0$0
Laura Slagter
Director0.50Yes (X)$0$0$0
Denis E Springer
Director0.50Yes (X)$0$0$0
Susan Stanicek
Director0.50Yes (X)$0$0$0
Bob Stewart
Director0.50Yes (X)$0$0$0
Steven J Strobel
Director0.50Yes (X)$0$0$0
Robert A Sullivan
Director1.00Yes (X)$0$0$0
Michael J Tower
Director1.00Yes (X)$0$0$0
Mary Ann Travers
Director0.50Yes (X)$0$0$0
Daniel R Van Aken
Director0.50Yes (X)$0$0$0
Robert R Vogel
Director0.50Yes (X)$0$0$0
Donn T Vucovich
Director0.50Yes (X)$0$0$0
Mark Wagner
Director1.00Yes (X)$0$0$0
Kristi Weaver
Director0.50Yes (X)$0$0$0
Larry Wert
Director0.50Yes (X)$0$0$0
Norman H Wesley
Director1.00Yes (X)$0$0$0
Bryn Wiley
Director0.50Yes (X)$0$0$0
Spencer Williams
Director0.50Yes (X)$0$0$0
Maxine Winer
Director0.50Yes (X)$0$0$0
Desmond C Wong
Director0.50Yes (X)$0$0$0
Thomas Staab
Senior VP of Development37.50Yes (X)$179,724$0$31,846
Maria Ramos
VP of Operations37.50$139,340$0$32,969Yes (X)
Derek Ernst
VP of Operations37.50$134,705$0$23,015Yes (X)
Peter Truschke
VP of Operations37.50$124,449$0$43,320Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,000,185TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$285,003TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EmpistBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 W Monroe Street Suite 400AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
ServicesIT ServicesServicesDesc
Compensation$109,099CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$1,517,168FundraisingAmt
All Other Contributions$4,974,977AllOtherContributionsAmt
Noncash Contributions$81,400NoncashContributionsAmt
Total Contributions$6,492,145TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$378,706TotalRevenueColumnAmt
Exclusion$378,706ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,306,706SecuritiesAmt
Other$17,425OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,036,211SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$270,495SecuritiesAmt
Other$17,425OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$287,920TotalRevenueColumnAmt
Exclusion$287,920ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$345,656FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,517,168ContriRptFundraisingEventAmt
Fundraising Direct Expenses$282,476FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,180TotalRevenueColumnAmt
Exclusion$63,180ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,845TotalRevenueColumnAmt
Exclusion$4,845ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,845OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,226,796TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$734,651ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$6,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$579,364TotalAmt
Program Services$195,912ProgramServicesAmt
Management And General$186,953ManagementAndGeneralAmt
Fundraising$196,499FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,877,000TotalAmt
Program Services$2,440,853ProgramServicesAmt
Management And General$258,872ManagementAndGeneralAmt
Fundraising$177,275FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$398,949TotalAmt
Program Services$293,777ProgramServicesAmt
Management And General$54,696ManagementAndGeneralAmt
Fundraising$50,476FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$284,663TotalAmt
Program Services$248,981ProgramServicesAmt
Management And General$21,140ManagementAndGeneralAmt
Fundraising$14,542FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$226,199TotalAmt
Program Services$179,320ProgramServicesAmt
Management And General$25,045ManagementAndGeneralAmt
Fundraising$21,834FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,453TotalAmt
Program Services$825ProgramServicesAmt
Management And General$35,518ManagementAndGeneralAmt
Fundraising$110FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$95,942TotalAmt
Management And General$95,942ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$237,426TotalAmt
Program Services$116,148ProgramServicesAmt
Management And General$99,227ManagementAndGeneralAmt
Fundraising$22,051FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$48,475TotalAmt
Program Services$1,952ProgramServicesAmt
Management And General$5,705ManagementAndGeneralAmt
Fundraising$40,818FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$139,282TotalAmt
Program Services$78,215ProgramServicesAmt
Management And General$21,714ManagementAndGeneralAmt
Fundraising$39,353FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$78,602TotalAmt
Program Services$58,712ProgramServicesAmt
Management And General$12,701ManagementAndGeneralAmt
Fundraising$7,189FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$155,892TotalAmt
Program Services$109,419ProgramServicesAmt
Management And General$27,884ManagementAndGeneralAmt
Fundraising$18,589FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$169,066TotalAmt
Program Services$147,843ProgramServicesAmt
Management And General$15,943ManagementAndGeneralAmt
Fundraising$5,280FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,943TotalAmt
Program Services$19,970ProgramServicesAmt
Management And General$13,344ManagementAndGeneralAmt
Fundraising$3,629FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$202,055TotalAmt
Program Services$202,055ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$108,740TotalAmt
Program Services$60,320ProgramServicesAmt
Management And General$40,377ManagementAndGeneralAmt
Fundraising$8,043FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$149,249TotalAmt
Program Services$111,937ProgramServicesAmt
Management And General$22,387ManagementAndGeneralAmt
Fundraising$14,925FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Student Materials$1,289,200$1,289,200
Student Meals$27,185$27,185

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,343TotalAmt
Program Services$4,471ProgramServicesAmt
Management And General$1,701ManagementAndGeneralAmt
Fundraising$171FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,153,028TotalAmt
Program Services$5,593,095ProgramServicesAmt
Management And General$939,149ManagementAndGeneralAmt
Fundraising$620,784FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$686,146BOYAmt
EOY$380,408EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,567,412BOYAmt
EOY$248,046EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$396,274BOYAmt
EOY$293,994EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,966BOYAmt
EOY$4,107EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$280,337BOYAmt
EOY$316,534EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,000BOYAmt
EOY$14,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$664,112LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$429,402LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$268,189BOYAmt
EOY$234,710EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,991,806BOYAmt
EOY$19,252,412EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$298,992BOYAmt
EOY$326,444EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,506,122BOYAmt
EOY$21,070,655EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$676,652BOYAmt
EOY$571,219EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$41,221BOYAmt
EOY$18,221EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$246,641BOYAmt
EOY$148,510EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$298,992BOYAmt
EOY$326,444EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,263,506BOYAmt
EOY$1,064,394EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,112,616BOYAmt
EOY$19,876,261EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$130,000BOYAmt
EOY$130,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,242,616BOYAmt
EOY$20,006,261EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,506,122BOYAmt
EOY$21,070,655EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$73,768ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$689,877NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,999,591CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,453,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,924,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,528,977CurrentTaxYearMinus1YearAmt
Current Tax Year$6,492,145CurrentTaxYearAmt
Total$37,398,654TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,999,591CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,453,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,924,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,528,977CurrentTaxYearMinus1YearAmt
Current Tax Year$6,492,145CurrentTaxYearAmt
Total$37,398,654TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,581,331SubstantialContributorsTotAmt
Public Support Total170$35,817,323PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$303,077CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$366,043CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$351,273CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$350,781CurrentTaxYearMinus1YearAmt
Current Tax Year$378,706CurrentTaxYearAmt
Total$1,749,880TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,077CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,962CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,618CurrentTaxYearMinus1YearAmt
Current Tax Year$4,845CurrentTaxYearAmt
Total$25,502TotalAmt
FieldValueIRS element (for citing)
Total Support$39,174,036TotalSupportAmt
Gross Receipts Rltd Activities$1,280,543GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91430PublicSupportCY170Pct
Public Support PY1700.91290PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,073,635BeginningYearBalanceAmt
Contributions$450,033ContributionsAmt
Investment Earnings Or Losses$1,242,489InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$1,150,000OtherExpendituresAmt
End Year Balance$16,610,157EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,457,325BeginningYearBalanceAmt
Contributions$497,055ContributionsAmt
Investment Earnings Or Losses$1,975,255InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$850,000OtherExpendituresAmt
End Year Balance$16,073,635EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,505,479BeginningYearBalanceAmt
Contributions$3,783,713ContributionsAmt
Investment Earnings Or Losses$24,133InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$850,000OtherExpendituresAmt
End Year Balance$14,457,325EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,918,688BeginningYearBalanceAmt
Contributions$1,134,677ContributionsAmt
Investment Earnings Or Losses$208,114InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$750,000OtherExpendituresAmt
End Year Balance$11,505,479EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,149,655BeginningYearBalanceAmt
Contributions$952,444ContributionsAmt
Investment Earnings Or Losses$1,722,589InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$900,000OtherExpendituresAmt
End Year Balance$10,918,688EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.99220BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00780PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$596,543OtherCostOrOtherBasisAmt
Depreciation$399,524DepreciationAmt
Book Value$197,019BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$67,569OtherCostOrOtherBasisAmt
Depreciation$29,878DepreciationAmt
Book Value$37,691BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$234,710TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSec. 457(b) Plan Deferred CompensationDesc
Amt$326,444Amt
FieldValueIRS element (for citing)
Total Liability$326,444TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,390,226TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$689,877NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$41,077DonatedServicesAndUseFcltsAmt
Other Revenue$1,150,000OtherRevenueAmt
Revenue Not Reported$1,880,954RevenueNotReportedAmt
Revenue Subtotal$7,509,272RevenueSubtotalAmt
Other Revenues Not Included-$282,476OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$282,476RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,226,796TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,626,581TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$41,077DonatedServicesUseFcltsAmt
Other Expenses Included$1,432,476OtherExpensesIncludedAmt
Expenses Not Reported$1,473,553ExpensesNotReportedAmt
Expenses Subtotal$7,153,028ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,153,028TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:In time of need the funds will allow the organization to continue its normal operations.
Part X, Line 2:According to the Internal Revenue Service, Junior Achievement of Chicago is considered a subordinate organization of Junior Achievement USA and is recognized as a 501(c)(3) organization and is entitled to all rights of a 501(c)(3) organization. Junior Achievement of Chicago considers whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements, and may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Junior Achievement of Chicago and various positions related to the potential sources of unrelated business taxable income (UBIT). There were no unrecognized tax benefits identified or recorded as liabilities during the years ended June 30, 2018 or 2017. Junior Achievement of Chicago annually files Form 990 in the U.S. federal jurisdiction and in the States of Illinois and Indiana. Junior Achievement of Chicago's Form 990 for fiscal year 2015 and subsequent years are subject to examination by the Internal Revenue Service.
Part XI, Line 2d - Other Adjustments:Release of Board Designated Endowments 1,150,000.
Part XI, Line 4b - Other Adjustments:Fundraising Event Expenses -282,476.
Part XII, Line 2d - Other Adjustments:Release of Board Designated Endowments 1,150,000. Fundraising Event Expenses 282,476.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Bowl-A-ThonEvent1Nm
Gross Receipts Event1$476,254GrossReceiptsEvent1Amt
Charitable Contri Event1$463,571CharitableContriEvent1Amt
Gross Revenue Event1$12,683GrossRevenueEvent1Amt
Non Cash Prizes Event1$10,452NonCashPrizesEvent1Amt
Rent Facility Costs Event1$38,367RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,547OtherDirectExpensesEvent1Amt
Event2GolfEvent2Nm
Gross Receipts Event2$451,173GrossReceiptsEvent2Amt
Charitable Contri Event2$315,556CharitableContriEvent2Amt
Gross Revenue Event2$135,617GrossRevenueEvent2Amt
Rent Facility Costs Event2$76,198RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$2,611OtherDirectExpensesEvent2Amt
Other Events Total9OtherEventsTotalCnt
Gross Receipts Other Events$935,397GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$738,041CharitableContriOtherEventsAmt
Gross Revenue Other Events$197,356GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$2,175NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$96,751RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$52,375OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,862,824GrossReceiptsTotalAmt
Charitable Contributions Tot$1,517,168CharitableContributionsTotAmt
Gross Revenue Total Events$345,656GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$12,627NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$211,316RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$58,533OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$282,476DirectExpenseSummaryEventsAmt
Net Income Summary$63,180NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient4RecipientCnt
Cash Grant$6,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationAll scholarship recipients must provide Junior Achievement of Chicago with their social security number, student-ID and current semester's class schedule. Once all information is provided, JA of Chicago sends a formal letter enclosed with the check verifying the terms of how it is to be applied and to whom. The office of financial aid of said university receives the check and is to apply a credit towards the student's tuition.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Sandra L Daffe'
President$357,794$0$60,400$0$3,773$0$135,154$0$18,699$0$575,820$0$0$0
Thomas Staab
Senior VP of Development$153,500$0$25,670$0$554$0$30,831$0$1,015$0$211,570$0$0$0
Maria Ramos
VP of Operations$124,919$0$14,119$0$302$0$24,496$0$8,473$0$172,309$0$0$0
Derek Ernst
VP of Operations$119,250$0$15,045$0$410$0$22,227$0$788$0$157,720$0$0$0
Peter Truschke
VP of Operations$107,928$0$16,103$0$418$0$21,478$0$21,842$0$167,769$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 7FormAndLineReferenceDesc
ExplanationAll employees are eligible to participate in the incentive plan assuming that they have been employed at JA of Chicago for at least six months and meet requirements based on their performance review. The plan is funded based on JA of Chicago's fundraising goal. At target performance, payouts for bonuses are determined based on percentage of base salary. The Compensation Committee of the Board of Directors administers the plan and has discretion over the rules and interpretations of the plan.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$81,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesMean Stock PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Column (b):Represents the number of stock contributions.
Part I, Line 32b:Junior Achievement of Chicago works with Morgan Stanley to sell all stock contributions when received.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Junior Achievement of Chicago has a board of directors comprised of top executives from a broad range of industries. By the very nature of having a large board there are directors that have family and business relationships with one another. These relationships do not cause a conflict with any tax exempt purpose of Junior Achievement of Chicago.
Form 990, Part VI, Section A, line 6All persons or organizations who have contributed $1,000 or more in cash to this corporation during the immediately preceding 12 month period shall be a member.
Form 990, Part VI, Section A, line 7aEach member at each election of directors will have one vote to elect.
Form 990, Part VI, Section A, line 7bEach member shall be entitled to one vote on each matter submitted to a vote of the members.
Form 990, Part VI, Section B, line 11bA resolution was passed by JA Chicago's Board of Directors authorizing the audit committee to approve the Form 990 on an annual basis. The audit committee reviews a draft of the completed Form 990 prior to filing with the IRS. A meeting is then held with JA's tax consultants to discuss the Form 990. If needed, changes are made. Copies of the final Form 990 are then made available to JA's full governing body at the Board of Directors meeting. Directors who were not available to view the Form 990 at the meeting are provided access to a copy via JA's website or online board portal. A final copy is then filed with the IRS.
Form 990, Part VI, Section B, line 12cAll of JA Chicago's employees and board members are required to complete and sign a conflict of interest declaration upon assuming their Junior Achievement responsibilities. Junior Achievement of Chicago's Executive Committee complete a new declaration annually. The remainder of the Board is asked to provide annual updates if there are any changes. (I.E. A new potential conflict arises.) All conflict of interest declarations are reviewed by Junior Achievement of Chicago's Controller and President. Any potential conflicts that are noted either on the initial conflict of interest declaration or subsequently during the year are evaluated to determine if a true conflict exists and what steps are needed. Junior Achievement of Chicago's audit committee reviews all potential conflict of interest on an annual basis.
Form 990, Part VI, Section B, line 15Junior Achievement USA and JA Chicago utilize a pay structure designed by WMS & Company called Equi-Comp. Equi-Comp ranges are benchmarked against the external labor market and are a source of comparable data. JA Chicago's Compensation Committee meets annually to discuss and ultimately approve compensation for JA Chicago's President, Senior Vice President of Development, Controller, and Vice Presidents of Program Operations. The Compensation Committee receives compensation data from JA USA and Equi-Comp staff. The performance information for each key employee along with the Equi-Comp data is reviewed. Following the committee's meeting and decisions, JA Chicago's Chairman sends a letter to JA Chicago's accountant authorizing the appropriate compensation for the upcoming year.
Form 990, Part VI, Section C, line 19Junior Achievement of Chicago publishes its annual report on its website annually, in addition to its annual operating revenue and expenses. Governing documents, conflict of interest policy, and detailed financial statements are made available to the public upon request for the same period of disclosure as set forth in IRC Section 6104(d).

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