2016-02-15T00:00:00-06:00 2015-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2014-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 TIM GREINERT PRESIDENT 4145773800 2016-02-16 1 JILL M BOYLE P01246734 4144634411 2014 2016-08-17 19:52:53Z TIM GREINERT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 5500818 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 86 86 88 8585 0 0 5050054 4321823 0 0 681813 636462 -600977 -254582 5130890 4703703 11000 2000 0 0 2963184 3142041 0 0 447206 2024907 2195350 4999091 5339391 131799 -635688 19539476 18474843 499638 360706 19039838 18114137 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 2095470 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. 98,640 STUDENTS IN 5,072 CLASSES. 1182375 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! 11,049 STUDENTS IN 457 CLASSESJA 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. 9,710 STUDENTS IN 380 CLASSES 734976 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. 23,155 STUDENTS IN 1,031 CLASSES 549298 2000 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 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. 20,419 STUDENTS IN 1,263 CLASSES 549298 2000 4562119 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 15 0 1 88 1 0 0 0 0 0 1 1 0 0 0 0 X 86 86 0 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 KEITH BURNS CHAIR 1.00 X X 0 0 0 NANCY SENNETT VICE CHAIR 1.00 X X 0 0 0 KARA KAISER TREASURER 1.00 X X 0 0 0 SEAN TORINUS SECRETARY 1.00 X X 0 0 0 BRIAN ADAMS DIRECTOR 1.00 X 0 0 0 CHRISTINE ANDERSON DIRECTOR 1.00 X 0 0 0 BRUCE ARENSMEIER DIRECTOR 1.00 X 0 0 0 LORI BECHTHOLD DIRECTOR 1.00 X 0 0 0 STEVE BOOTH DIRECTOR 1.00 X 0 0 0 CARL BROWN DIRECTOR 1.00 X 0 0 0 TROY CARROTHERS DIRECTOR 1.00 X 0 0 0 LEIF CHRISTIANSON DIRECTOR 1.00 X 0 0 0 ROBERT COWEN DIRECTOR 1.00 X 0 0 0 THEODORE CRANDALL DIRECTOR 1.00 X 0 0 0 CHAD CUNDIFF DIRECTOR 1.00 X 0 0 0 PAUL DANOLA DIRECTOR 1.00 X 0 0 0 ERIC DELZER DIRECTOR 1.00 X 0 0 0 RAFAEL DIAZ-GRANADOS DIRECTOR 1.00 X 0 0 0 DR DARIENNE DRIVER DIRECTOR 1.00 X 0 0 0 TONY EVERS DIRECTOR 1.00 X 0 0 0 SUSAN FRONK DIRECTOR 1.00 X 0 0 0 JAMES FUCHS DIRECTOR 1.00 X 0 0 0 JAMIE GESCHKE DIRECTOR 1.00 X 0 0 0 DARRYL GREEN DIRECTOR 1.00 X 0 0 0 ROBERT GREENE DIRECTOR 1.00 X 0 0 0 EVE HALL DIRECTOR 1.00 X 0 0 0 THOMAS HAUSKE DIRECTOR 1.00 X 0 0 0 JOHN HOWARD DIRECTOR 1.00 X 0 0 0 KAREN HUNG DIRECTOR 1.00 X 0 0 0 CHARLES JACOBUS DIRECTOR 1.00 X 0 0 0 PAUL JONES DIRECTOR 1.00 X 0 0 0 TOM KISSINGER DIRECTOR 1.00 X 0 0 0 PETER KORDUS DIRECTOR 1.00 X 0 0 0 JOHN KOSS JR DIRECTOR 1.00 X 0 0 0 DENNIS KRAKAU DIRECTOR 1.00 X 0 0 0 ROBERT LANDWEHR DIRECTOR 1.00 X 0 0 0 BRUCE LANSER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LEBERFING DIRECTOR 1.00 X 0 0 0 JEFFREY LIKOSAR DIRECTOR 1.00 X 0 0 0 ED MAGINOT DIRECTOR 1.00 X 0 0 0 JOHAN MARITZ DIRECTOR 1.00 X 0 0 0 GREGORY MARTIN DIRECTOR 1.00 X 0 0 0 MARSHA MATHER DIRECTOR 1.00 X 0 0 0 SUSAN MAY DIRECTOR 1.00 X 0 0 0 DANIEL F MCKEITHAN DIRECTOR 1.00 X 0 0 0 BARRY MCNULTY DIRECTOR 1.00 X 0 0 0 CHARLES MELLOWS DIRECTOR 1.00 X 0 0 0 JAMES MEYER DIRECTOR 1.00 X 0 0 0 DAN MEYER DIRECTOR 1.00 X 0 0 0 MICHAEL MICHELS DIRECTOR 1.00 X 0 0 0 DENNIS MIKULECKY DIRECTOR 1.00 X 0 0 0 ERIC MITCHELL DIRECTOR 1.00 X 0 0 0 WILLIAM NASGOVITZ DIRECTOR 1.00 X 0 0 0 DOUG O'CONNOR DIRECTOR 1.00 X 0 0 0 WAYNE OLDENBURG DIRECTOR 1.00 X 0 0 0 ELIZABETH ORELUP DIRECTOR 1.00 X 0 0 0 WILLIAM OTTO DIRECTOR 1.00 X 0 0 0 RICK PARRA DIRECTOR 1.00 X 0 0 0 STEPHEN PATSCOT DIRECTOR 1.00 X 0 0 0 DIANE PELLEGRIN DIRECTOR 1.00 X 0 0 0 MICHAEL PEPKE DIRECTOR 1.00 X 0 0 0 THOMAS PRECIA DIRECTOR 1.00 X 0 0 0 LYNN RICHTMAN DIRECTOR 1.00 X 0 0 0 JAY ROTHMAN DIRECTOR 1.00 X 0 0 0 LINDA SALCHENBERGER DIRECTOR 1.00 X 0 0 0 BRAD SCHLOSSMANN 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 WENDY SLOCUM DIRECTOR 1.00 X 0 0 0 ARTHUR SMITH DIRECTOR 1.00 X 0 0 0 GUY SMITH DIRECTOR 1.00 X 0 0 0 THOMAS SPERO DIRECTOR 1.00 X 0 0 0 JOHN SPLUDE DIRECTOR 1.00 X 0 0 0 PAUL STEFFEN DIRECTOR 1.00 X 0 0 0 LORI STORTZ DIRECTOR 1.00 X 0 0 0 JOANNE SZYMASZEK DIRECTOR 1.00 X 0 0 0 ROBERT TATTERSON DIRECTOR 1.00 X 0 0 0 RICHARD TEERLINK DIRECTOR 1.00 X 0 0 0 TODD TESKE DIRECTOR 1.00 X 0 0 0 JOSEPH TUCKER DIRECTOR 1.00 X 0 0 0 DAVE WERNER DIRECTOR 1.00 X 0 0 0 WILLIAM WEST DIRECTOR 1.00 X 0 0 0 RAYMOND WILSON DIRECTOR 1.00 X 0 0 0 JENNIFER WOLFF DIRECTOR 1.00 X 0 0 0 JAN ZANDER DIRECTOR 1.00 X 0 0 0 JAMES ZIEMER DIRECTOR 1.00 X 0 0 0 TIM GREINERT PRESIDENT 50.00 X 241950 0 54198 241950 0 54198 1 0 1 0 0 1531400 2790423 357076 4321823 94247 94247 25671 0 25671 25671 25671 763848 221633 542215 542215 542215 259483 1531400 575482 -315999 -315999 OTHER REVENUE 611710 35746 35746 35746 4703703 35746 0 346134 2000 2000 299614 149807 59923 89884 2146091 1814070 115573 216448 277987 237054 15813 25120 232025 193354 12354 26317 186324 153345 14007 18972 20501 16400 3075 1026 18172 18014 158 197679 170866 5564 21249 22056 20968 797 291 69982 62083 2784 5115 118414 118414 263570 229572 24589 9409 73076 65264 7412 400 PROGRAM MATERIALS 753324 753324 0 0 OUTSIDE SERVICES 158984 136730 18323 3931 UTILITIES 150906 121904 24082 4920 PUBLIC RELATIONS 146116 140806 18 5292 202570 158144 25594 18832 5339391 4562119 330066 447206 698621 655231 1661577 1221763 1853711 1255250 10967 9867 211117 97310 9076262 1812716 7434397 7263546 7669086 7971876 19539476 18474843 472713 331381 26925 29325 499638 360706 X 14431924 14326392 3053855 2148461 1554059 1639284 19039838 18114137 19539476 18474843 -635688 -290013 0 X 0 1 X 1 0 X 5117779 4867676 5730663 5050054 4100903 24867075 5117779 4867676 5730663 5050054 4100903 24867075 1219847 23647228 125421 94939 90601 148558 119918 579437 41402 14585 9575 10986 35746 112294 25558806 953751 0.92520 0.82220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5444605 561995 243667 402464 5847803 4799684 52126 851679 258884 5444605 4290210 14703 659251 164480 4799684 4343421 2500 -37456 18255 4290210 2970104 515296 875329 17308 4343421 0.68370 0.28030 0.03600 0 0 815406 815406 6615411 672009 5943402 1075310 872362 202948 570135 268345 301790 7263546 X 4460743 -290013 47053 -242960 4703703 0 4703703 5386444 47053 47053 5339391 0 5339391 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. THE ORGANIZATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES WHICH IS PART OF FASB ASC 740, INCOME TAXES. THIS GUIDANCE INCREASES THE RELEVANCY AND COMPARABILITY OF FINANCIAL REPORTING BY CLARIFYING THE WAY ORGANIZATIONS ACCOUNT FOR UNCERTAINTIES IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. IT MAKES RECOGNITION AND MEASUREMENT MORE CONSISTENT AS WELL AS OFFERING CLEAR CRITERIA FOR SUBSEQUENTLY RECOGNIZING, DERECOGNIZING AND MEASURING SUCH TAX POSITIONS FOR FINANCIAL STATEMENT PURPOSES. JAWA AUCTION 462972 412671 50301 32500 114409 HALL OF FAME 359615 329690 29925 2000 5278 35609 400 70804 19 968296 789039 179257 33525 12162 27697 65640 7036 168422 1790883 1531400 259483 68025 17440 27697 101249 7436 353635 575482 -315999 1 HIGHER EDUCATION SCHOLARSHIPS 74 64350 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 206738 0 30992 0 4220 0 39057 0 15141 0 296148 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 2 7209 SELLING PRICE X MISCELLANEOUS NON-EVENT 73 128947 FAIR VALUE X OTHER SPECIAL EVENTS 229 102997 FAIR VALUE X JAWA AUCTION EVENT 69 70169 FAIR VALUE X BUSINESS CHALLENGE EVENT 85 47754 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 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.