2017-02-15T12:45:13-06:00 2016-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2015-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4143525350 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 TIM GREINERT PRESIDENT 4143525350 2017-02-14 1 WENDY MALLO P01250277 4144634411 2015 2021-01-29 14:40:06Z TIM GREINERT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 6799359 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 97 97 95 8991 0 0 4321823 5357661 0 0 636462 834674 -254582 -235610 4703703 5956725 2000 2000 0 0 3142041 3346892 0 0 492583 2195350 2041986 5339391 5390878 -635688 565847 18474843 18209452 360706 453452 18114137 17756000 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 2185920 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. 111,152 STUDENTS IN 5,585 CLASSES. 1086223 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! 11,106 STUDENTS IN 471 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. 9,723 STUDENTS IN 378 CLASSES 714451 MIDDLE GRADE PROGRAMS - 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. 34,527 STUDENTS IN 1,567 CLASSES. 542732 2000 HIGH SCHOOL PROGRAMS - HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE WORKFORCE. WITH A RANGE OF DIFFERENCT 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. 19,502 STUDENTS IN 1,199 CLASSES. 542732 2000 4529326 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 12 0 1 95 1 0 0 0 0 0 1 1 0 0 0 0 X 97 97 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 4143525350 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 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 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 JACOBUS DIRECTOR 1.00 X 0 0 0 CHARLES MELLOWS 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 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 VICE CHAIR 1.00 X X 0 0 0 DENNIS MIKULECKY DIRECTOR 1.00 X 0 0 0 DIANE PELLEGRIN DIRECTOR 1.00 X 0 0 0 DOUG O'CONNOR DIRECTOR 1.00 X 0 0 0 DR DARIENNE DRIVER 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 ERIC DELZER DIRECTOR 1.00 X 0 0 0 EVE HALL DIRECTOR 1.00 X 0 0 0 GREGORY MARTIN 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 JAMIE GESCHKE 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 JEFFREY LIKOSAR DIRECTOR 1.00 X 0 0 0 JENNIFER WOLFF DIRECTOR 1.00 X 0 0 0 JEREMY BARTON DIRECTOR 1.00 X 0 0 0 JOANNE SZYMASZEK DIRECTOR 1.00 X 0 0 0 JOE ZINK 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 JOSEPH TUCKER DIRECTOR 1.00 X 0 0 0 KARA KAISER TREASURER 1.00 X 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 LINDSAY HAMMERER DIRECTOR 1.00 X 0 0 0 LORI BECHTHOLD DIRECTOR 1.00 X 0 0 0 LORI STORTZ DIRECTOR 1.00 X 0 0 0 LYNN RICHTMAN 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 MICHAEL MICHELS DIRECTOR 1.00 X 0 0 0 MICHAEL PEYER 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 NANCY SENNETT CHAIR 1.00 X X 0 0 0 NICOLE BELONGIA 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 RAYMOND WILSON DIRECTOR 1.00 X 0 0 0 RICHARD TEERLINK 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 GREENE 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 SARA HURLEY DIRECTOR 1.00 X 0 0 0 SEAN TORINUS SECRETARY 1.00 X X 0 0 0 STEVE BOOTH DIRECTOR 1.00 X 0 0 0 STEVE HEUN 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 DIRECTOR 1.00 X 0 0 0 THOMAS PRECIA DIRECTOR 1.00 X 0 0 0 THOMAS SPERO 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 TROY MITCHELL 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 SLOCUM DIRECTOR 1.00 X 0 0 0 WILLIAM NASGOVITZ DIRECTOR 1.00 X 0 0 0 WILLIAM OTTO DIRECTOR 1.00 X 0 0 0 WILLIAM WEST DIRECTOR 1.00 X 0 0 0 TIM GREINERT PRESIDENT 50.00 X 247339 0 51934 247339 0 51934 1 0 1 0 0 1626721 3730940 263087 5357661 127389 127389 5950 0 5950 5950 5950 926280 218995 707285 707285 707285 334852 1626721 623639 -288787 -288787 OTHER REVENUE 611710 47227 47227 47227 5956725 0 0 599064 2000 2000 311600 155800 62320 93480 2282445 1889841 143750 248854 284695 238712 20684 25299 277215 232463 23547 21205 190937 156117 14321 20499 23578 17600 4878 1100 31400 30808 65 527 156529 139779 2193 14557 27700 26688 641 371 62184 54444 1807 5933 144188 144188 270612 245733 14916 9963 70856 65394 5056 406 PROGRAM MATERIALS 616101 622901 -6800 0 OUTSIDE SERVICES 142541 126901 12949 2691 UTILITIES 138817 118127 15949 4741 PUBLIC RELATIONS 96062 91700 198 4164 261418 170130 52495 38793 5390878 4529326 368969 492583 655231 125608 1221763 1114222 1255250 1703886 9867 24167 162497 97310 187523 8688298 1610208 7263546 7078090 7971876 7813459 18474843 18209452 331381 423627 29325 29825 360706 453452 X 14326392 13848623 2148461 2226064 1639284 1681313 18114137 17756000 18474843 18209452 565847 -923984 0 X X 0 1 X 1 0 X 4867676 5730663 5050054 4100903 5357661 25106957 4867676 5730663 5050054 4100903 5357661 25106957 2244274 22862683 94939 90601 148558 119918 133339 587355 14585 9575 10986 35746 47227 118119 25812431 799703 0.88570 0.92520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5847803 42141 -76846 304324 5508774 5444605 561995 243667 402464 5847803 4799684 52126 851679 258884 5444605 4290210 14703 659251 164480 4799684 4343421 2500 -37456 18255 4290210 0.67500 0.30520 0.01980 0 0 785406 785406 6110074 254833 5855241 1201592 1000081 201511 591226 355294 235932 7078090 X 5068517 -923984 35776 -888208 5956725 0 5956725 5426654 35776 35776 5390878 0 5390878 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 496748 290224 206524 20000 25285 500 143741 HALL OF FAME 395437 368037 27400 1000 5114 34175 300 75743 18 1069388 968460 100928 28105 7657 56595 69628 4766 151030 1961573 1626721 334852 49105 12771 56595 129088 5566 370514 623639 -288787 1 HIGHER EDUCATION SCHOLARSHIPS 83 70950 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 211744 0 31631 0 3964 0 40490 0 11444 0 299273 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 29640 SELLING PRICE X OTHER SPECIAL EVENTS 418 114506 FAIR VALUE X JAWA AUCTION EVENT 85 53375 FAIR VALUE X MISCELLANEOUS NON-EVENT 59 37922 FAIR VALUE X BUSINESS CHALLENGE EVENT 65 27644 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 11 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.