2015-02-16T15:58:06-06:00 2014-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2013-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 TIM GREINERT PRESIDENT 4145773800 2015-02-16 1 JILL M BOYLE P01246734 4144634411 2013 2016-02-25 16:41:14Z TIM GREINERT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 6287056 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 75 75 88 7931 0 0 5730663 5050054 0 0 381726 681813 -154957 -600977 5957432 5130890 3000 11000 0 0 2908011 2963184 0 0 404376 1909838 2024907 4820849 4999091 1136583 131799 18648280 19539476 320127 499638 18328153 19039838 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 2000115 ELEMENTARY SCHOOL 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. 102,505 STUDENTS IN 5,184 CLASSES. 1026010 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! 7,439 STUDENTS IN 323 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. 10,159 STUDENTS IN 420 CLASSES 704738 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. 25,588 STUDENTS IN 1,185 CLASSES 548966 11000 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. 20,077 STUDENTS IN 1,212 CLASSES 548966 11000 4279829 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 75 75 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 KEITH BURNS CHAIR 1.00 X X 0 0 0 NANCY SENNETT VICE CHAIR 1.00 X X 0 0 0 KARA L KAISER SECRETARY 1.00 X X 0 0 0 SEAN TORINUS TREASURER 1.00 X X 0 0 0 JAMES ZIEMER DIRECTOR 1.00 X 0 0 0 BRIAN ADAMS DIRECTOR 1.00 X 0 0 0 CHRISTINE ANDERSON DIRECTOR 1.00 X 0 0 0 BRUCE C ARENSMEIER DIRECTOR 1.00 X 0 0 0 GREG BANASZYNSKI DIRECTOR 1.00 X 0 0 0 KURT BECHTHOLD DIRECTOR 1.00 X 0 0 0 CARL BROWN DIRECTOR 1.00 X 0 0 0 JAMES BOLTON DIRECTOR 1.00 X 0 0 0 TROY A CARROTHERS DIRECTOR 1.00 X 0 0 0 THEODORE DCRANDALL DIRECTOR 1.00 X 0 0 0 PAUL DANOLA DIRECTOR 1.00 X 0 0 0 ERIC A DELZER DIRECTOR 1.00 X 0 0 0 DR TONY EVERS DIRECTOR 1.00 X 0 0 0 SUSAN FRONK DIRECTOR 1.00 X 0 0 0 JAMES H FUCHS DIRECTOR 1.00 X 0 0 0 ROBERT B GREENE DIRECTOR 1.00 X 0 0 0 THOMAS J HAUSKE DIRECTOR 1.00 X 0 0 0 JOHN M HOWARD DIRECTOR 1.00 X 0 0 0 CHARLES D JACOBUS DIRECTOR 1.00 X 0 0 0 PAUL J JONES DIRECTOR 1.00 X 0 0 0 PETER J KORDUS DIRECTOR 1.00 X 0 0 0 JOHN C KOSS JR DIRECTOR 1.00 X 0 0 0 DENNIS J KRAKAU DIRECTOR 1.00 X 0 0 0 BRUCE G LANSER DIRECTOR 1.00 X 0 0 0 HOOMAN HAKAMI DIRECTOR 1.00 X 0 0 0 GREGORY MARTIN DIRECTOR 1.00 X 0 0 0 DANIEL F MCKEITHAN JR DIRECTOR 1.00 X 0 0 0 CHARLES A MELLOWS DIRECTOR 1.00 X 0 0 0 JAMES A MEYER DIRECTOR 1.00 X 0 0 0 MICHAEL R MICHELS DIRECTOR 1.00 X 0 0 0 ERIC MITCHELL DIRECTOR 1.00 X 0 0 0 WILLIAM J NASGOVITZ DIRECTOR 1.00 X 0 0 0 DOUG O'CONNOR DIRECTOR 1.00 X 0 0 0 WAYNE C OLDENBURG DIRECTOR 1.00 X 0 0 0 ELIZABETH ORELUP DIRECTOR 1.00 X 0 0 0 WILLIAM J OTTO DIRECTOR 1.00 X 0 0 0 RICK PARRA DIRECTOR 1.00 X 0 0 0 STEPHEN G PATSCOT DIRECTOR 1.00 X 0 0 0 DIANE PELLEGRIN DIRECTOR 1.00 X 0 0 0 MICHAEL T PEPKE DIRECTOR 1.00 X 0 0 0 THOMAS PRECIA DIRECTOR 1.00 X 0 0 0 JONAS PRISING DIRECTOR 1.00 X 0 0 0 LYNN E RICHTMAN DIRECTOR 1.00 X 0 0 0 JAY O ROTHMAN DIRECTOR 1.00 X 0 0 0 MARSHA MATHER 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 JEFFERY J ROBINSON DIRECTOR 1.00 X 0 0 0 PAMELA SHOVERS DIRECTOR 1.00 X 0 0 0 WENDY B SLOCUM DIRECTOR 1.00 X 0 0 0 GUY W SMITH DIRECTOR 1.00 X 0 0 0 ARTHUR SMITH DIRECTOR 1.00 X 0 0 0 THOMAS L SPERO DIRECTOR 1.00 X 0 0 0 JOHN SPLUDE DIRECTOR 1.00 X 0 0 0 MICHAEL S SHEPPARD DIRECTOR 1.00 X 0 0 0 MARY ELLEN STANEK DIRECTOR 1.00 X 0 0 0 PAUL STEFFEN DIRECTOR 1.00 X 0 0 0 RICHARD F TEERLINK DIRECTOR 1.00 X 0 0 0 TODD J TESKE DIRECTOR 1.00 X 0 0 0 DAVE WERNER DIRECTOR 1.00 X 0 0 0 ROBERT L TATTERSON DIRECTOR 1.00 X 0 0 0 JOSEPH A TUCKER 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 LORI STORTZ DIRECTOR 1.00 X 0 0 0 JENNIFER WOLFF DIRECTOR 1.00 X 0 0 0 ROBERT COWEN DIRECTOR 1.00 X 0 0 0 RAFAEL DIAZ-GRANADOS DIRECTOR 1.00 X 0 0 0 JAMIE GESCHKE DIRECTOR 1.00 X 0 0 0 DAN MEYER DIRECTOR 1.00 X 0 0 0 JOANNE SZYMASZEK DIRECTOR 1.00 X 0 0 0 CHRIS BAUER DIRECTOR 1.00 X 0 0 0 MARIE-PIERRE BECHTHOLD DIRECTOR 1.00 X 0 0 0 STEPHEN BECKER DIRECTOR 1.00 X 0 0 0 SUSAN DAVIS DIRECTOR 1.00 X 0 0 0 JACQUELYN FREDRICK DIRECTOR 1.00 X 0 0 0 JON HAMMES DIRECTOR 1.00 X 0 0 0 KAREN HUNG DIRECTOR 1.00 X 0 0 0 CINDY LU STEINBRECHER DIRECTOR 1.00 X 0 0 0 HEIDI DARROW MAINS DIRECTOR 1.00 X 0 0 0 KRISTINE SEYMOUR DIRECTOR 1.00 X 0 0 0 RICHARD WHITE DIRECTOR 1.00 X 0 0 0 SCOTT WROBBEL DIRECTOR 1.00 X 0 0 0 GREGORY THORNTON DIRECTOR 1.00 X 0 0 0 WILLIAM WERTZ DIRECTOR 1.00 X 0 0 0 KAY BUCK DIRECTOR 1.00 X 0 0 0 BETTY BERGQUIST DIRECTOR 1.00 X 0 0 0 GEORGE BROWNWELL DIRECTOR 1.00 X 0 0 0 BOB AYERS DIRECTOR 1.00 X 0 0 0 PATRICK LYONS DIRECTOR 1.00 X 0 0 0 MELISSA MOORE DIRECTOR 1.00 X 0 0 0 MATT GELB DIRECTOR 1.00 X 0 0 0 PATRICIA HATEN DIRECTOR 1.00 X 0 0 0 PAUL RAHMLOW DIRECTOR 1.00 X 0 0 0 JENNIFER RINDT DIRECTOR 1.00 X 0 0 0 CHRIS VANDERHEYDEN DIRECTOR 1.00 X 0 0 0 TIM GREINERT PRESIDENT 50.00 X 233182 0 48596 233182 0 48596 1 0 1 0 DYNAMIC EVENTS LLC 207 EAST BUFFALO STREET MILWAUKEE WI 53202 EVENT COORDINATION 162566 1 1983828 3066226 440374 5050054 132008 132008 16550 0 16550 16550 16550 947425 397620 549805 549805 549805 130033 1983828 758546 -628513 -628513 OTHER REVENUE 611710 10986 10986 10986 5130890 10986 0 69850 11000 11000 290600 145300 58120 87180 2003862 1717980 92924 192958 276525 237701 14957 23867 214302 184131 11030 19141 177895 148068 11855 17972 20100 16080 3015 1005 53552 52885 119 548 178193 155311 7442 15440 20280 19228 779 273 62206 54873 2428 4905 108074 108074 258517 224934 24376 9207 69074 63108 5573 393 PROGRAM MATERIALS 654334 651909 2425 UTILITIES 138316 116396 17222 4698 OUTSIDE SERVICES 137252 117676 16125 3451 PUBLIC RELATIONS 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626880 5130890 0 5130890 5046085 46994 46994 4999091 0 4999091 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR A VARIETY OF PURPOSES INCLUDING SCHOLARSHIP FUNDS, WISCONSIN BUSINESS HALL OF FAME, 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. THE ORGANIZATION'S TAX EXEMPT INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. IT IS THE ORGANIZATION'S ACCOUNTING POLICY THAT PENALTIES AND INTEREST, IF AND WHEN ASSESSED BY INCOME TAXING AUTHORITIES, ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSE. THE ORGANIZATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. JAWA AUCTION 513532 478874 34658 36500 183446 BUSINESS CHALLENGES 442208 419269 22939 27310 5813 11555 44930 17 1158121 1085686 72435 2665 22999 10905 49061 850 362511 2113861 1983829 130032 66475 28812 10905 60616 850 590887 758545 -628513 1 HIGHER EDUCATION SCHOLARSHIPS 89 84000 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 201772 0 27916 0 3494 0 33938 0 14658 0 281778 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 5913 SELLING PRICE X OTHER SPECIAL 460 157745 FAIR VALUE X JAWA AUCTION 72 114614 FAIR VALUE X MISCELLANEOUS 66 113177 FAIR VALUE X BUSINESS CHAL 97 48925 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 MARIE-PIERRE BECHTHOLD HAVE A FAMILY RELATIONSHIP. 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.