2015-11-09T08:20:01-06:00 2015-06-30 HEIN & ASSOCIATES LLP 1999 BROADWAY SUITE 4000 DENVER CO 80202 990 2014-07-01 840430495 Junior Achievement - Rocky Mountain Inc % LOIS LEIDICH-ROSS JUNI 3035345252 1445 Market Suite 200 Denver CO 80202 Robin Wise CEO 3032687371 2015-10-31 true Mira J Fine P00232685 3032989600 2014 2016-04-25 22:37:26Z 4441991 false X www.jacolorado.org X 1950 CO The mission is to inspire and prepare young people to embrace free enterprise and succeed in a global economy. 68 68 34 5699 0 4301071 4054697 0 0 49753 20145 -365165 -383021 3985659 3691821 0 0 0 0 1879241 1945477 0 0 382043 1545098 1668519 3424339 3613996 561320 77825 4238590 4505197 346287 535069 3892303 3970128 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC.'S MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO EMBRACE FREE ENTERPRISE AND SUCCEED IN A GLOBAL ECONOMY. false false 3062482 1500 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. IS A LOCAL NON-PROFIT ORGANIZATION THAT PROVIDES YOUNG PEOPLE WITH LESSONS IN FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORKFORCE READINESS. 3062482 true true false false true false false false true true false false false true false true false false false false false false false true false false false false true false false false false false false true false true false false false false true false false false true 3 0 34 true false false false false false true true false false false false false X 68 68 false false false false false false false true true false true true true true true true true true true true false X X LOIS LEIDICH-ROSS 3035345252 1445 MARKET SUITE 200 DENVER CO 80202 Christopher Harr Past Chair 1.0 0.0 X 0 0 0 Jon Robinson Treasurer 1.0 0.0 X 0 0 0 Steven Kinsley Chair 1.0 0.0 X 0 0 0 Jeff Allen Board Member 1.0 0.0 X 0 0 0 Greg Anton BOARD MEMBER 1.0 0.0 X 0 0 0 Ed Balcerzak Board Member 1.0 0.0 X 0 0 0 Shawn Barker BOARD MEMBER 1.0 0.0 X 0 0 0 Daniel Benel BOARD MEMBER 1.0 0.0 X 0 0 0 Beth Boettcher BOARD MEMBER 1.0 0.0 X 0 0 0 Tim Brossart BOARD MEMBER 1.0 0.0 X 0 0 0 Mike Burns Board Member 1.0 0.0 X 0 0 0 Toti Cadavid BOARD MEMBER 1.0 0.0 X 0 0 0 JIm Campbell Board Member 1.0 0.0 X 0 0 0 Pete Casillas Board Member 1.0 0.0 X 0 0 0 John Casper BOARD MEMBER 1.0 0.0 X 0 0 0 Brent Chrite Board Member 1.0 0.0 X 0 0 0 Bob Clark Board Member 1.0 0.0 X 0 0 0 Rebecca Cordes BOARD MEMBER 1.0 0.0 X 0 0 0 Carrie Damon BOARD MEMBER 1.0 0.0 X 0 0 0 Richard Daniele Board Member 1.0 0.0 X 0 0 0 Angela Davidson BOARD MEMBER 1.0 0.0 X 0 0 0 Lori Davis Board Member 1.0 0.0 X 0 0 0 Doug Dell Board Member 1.0 0.0 X 0 0 0 Kevin Dundon BOARD MEMBER 1.0 0.0 X 0 0 0 JD Fielder Board Member 1.0 0.0 X 0 0 0 Darrin Foster BOARD MEMBER 1.0 0.0 X 0 0 0 John Freyer Jr Board Member 1.0 0.0 X 0 0 0 Sean Gallagher BOARD MEMBER 1.0 0.0 X 0 0 0 Chris Gdowski BOARD MEMBER 1.0 0.0 X 0 0 0 Robert Gordon Board Member 1.0 0.0 X 0 0 0 Tom Heisroth BOARD MEMBER 1.0 0.0 X 0 0 0 Darice Henritze BOARD MEMBER 1.0 0.0 X 0 0 0 Chris Howson BOARD MEMBER 1.0 0.0 X 0 0 0 Kate Ives BOARD MEMBER 1.0 0.0 X 0 0 0 Kevin Kelley BOARD MEMBER 1.0 0.0 X 0 0 0 Robin Krakowsky Board Member 1.0 0.0 X 0 0 0 Todd Lindenbaum Board Member 1.0 0.0 X 0 0 0 Sharon Linhart BOARD MEMBER 1.0 0.0 X 0 0 0 Gary Lutz BOARD MEMBER 1.0 0.0 X 0 0 0 Kevin Manzo BOARD MEMBER 1.0 0.0 X 0 0 0 Dave Markham Board Member 1.0 0.0 X 0 0 0 Matt McConnell Board Member 1.0 0.0 X 0 0 0 Charles McDaniel BOARD MEMBER 1.0 0.0 X 0 0 0 Brian McDonald Board Member 1.0 0.0 X 0 0 0 Laura Mildenberger BOARD MEMBER 1.0 0.0 X 0 0 0 Ned Minor BOARD MEMBER 1.0 0.0 X 0 0 0 Scott Moore BOARD MEMBER 1.0 0.0 X 0 0 0 Mat Most Board Member 1.0 0.0 X 0 0 0 Bill Munn BOARD MEMBER 1.0 0.0 X 0 0 0 Ed Nekritz BOARD MEMBER 1.0 0.0 X 0 0 0 Laurinda Pang BOARD MEMBER 1.0 0.0 X 0 0 0 Justin Prochnow BOARD MEMBER 1.0 0.0 X 0 0 0 A Wade Pursell Board Member 1.0 0.0 X 0 0 0 Mark Reilly BOARD MEMBER 1.0 0.0 X 0 0 0 Jodi Rolland Board Member 1.0 0.0 X 0 0 0 Sandy Rothe BOARD MEMBER 1.0 0.0 X 0 0 0 Kevin Sachs Board Member 1.0 0.0 X 0 0 0 Richard Schultz BOARD MEMBER 1.0 0.0 X 0 0 0 Brian Sweeney BOARD MEMBER 1.0 0.0 X 0 0 0 Paul Thompson BOARD MEMBER 1.0 0.0 X 0 0 0 Aaron Todd BOARD MEMBER 1.0 0.0 X 0 0 0 Jim Vaughn BOARD MEMBER 1.0 0.0 X 0 0 0 Tim Walsh Board Member 1.0 0.0 X 0 0 0 Bill Waters BOARD MEMBER 1.0 0.0 X 0 0 0 Harris White Board Member 1.0 0.0 X 0 0 0 Jim Wilson Board Member 1.0 0.0 X 0 0 0 Eric Wolf Board Member 1.0 0.0 X 0 0 0 Cleve Wortham Board Member 1.0 0.0 X 0 0 0 Kristi Shaffer Executive Vice President 40.0 0.0 X 170713 0 0 Robin Wise President & CEO 40.0 0.0 X 225908 0 0 396621 0 0 2 false true false Denver Metro Chamber of Commerce 1445 market Street DENVER CO 80202 Event partner 138866 Junior Achievement USA 1 Education Way COLORADO SPRINGS CO 80906 National Partner 535377 The Chamber Building Condominium As 1445 Market Street DENVER CO 80202 Facility 356458 i2 Construction LLP 9900 E 51st Avenue DENVER CO 80238 Construction 291962 Bradley Construction 7344 S Alton Way 8-B CENTENNIAL CO 80112 Construction 141894 5 X 1387381 2667316 244259 4054697 0 19828 19828 0 0 143445 154238 -10793 0 -10793 -10793 4602 4285 317 317 317 211865 1387381 591647 -379782 -379782 0 0 BOARD MEETING REIMBURSMENT 7160 7160 MISCELLANEOUS INCOME 394 394 7554 3691821 7160 -370036 0 0 0 0 396621 302660 27659 66302 0 1548856 1181929 108010 258917 0 0 0 0 0 0 0 0 0 0 0 74078 48043 10162 15873 0 0 0 0 0 0 0 87624 87624 204922 178920 11760 14242 0 PROGRAM SERVICES 1050652 1038579 3482 8591 ADMINISTRATIVE EXPENSES 170785 158358 5106 7321 FUNDRAISING EXPENSES 45674 39266 6408 CONTRACTORS 33284 25603 3292 4389 1500 1500 3613996 3062482 169471 382043 1349360 1046660 121326 0 226576 294560 120779 134822 0 0 0 0 0 0 0 0 63510 41402 3276313 1550044 1050756 1726269 1260939 1217607 0 0 45344 43877 0 0 0 0 4238590 4505197 318545 282466 0 0 25000 249861 0 0 0 0 0 0 0 0 0 0 2742 2742 346287 535069 X 2209445 2403085 421919 349436 1260939 1217607 3892303 3970128 4238590 4505197 77825 X false true X true false X 3636553 3619340 3891252 4301071 4054697 19502913 173756 234728 268365 231380 211865 1120094 0 0 0 3810309 3854068 4159617 4532451 4266562 20623007 790473 664277 616219 580998 568404 3220371 0 790473 664277 616219 580998 568404 3220371 17402636 134202 130074 284148 319548 163272 1031244 0 134202 130074 284148 319548 163272 1031244 0 0 3944511 3984142 4443765 4851999 4429834 21654251 0.80366 0.80467 0.04762 0.05114 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1500 43877 true true 1260939 30625 62190 11767 1217607 1156330 0 175733 59495 11629 1260939 1070341 4000 147490 54608 10893 1156330 1064961 2305 13562 10282 1070546 907081 2205 165672 9998 1064960 1.00000 true false 724437 579552 144885 1444442 377439 1067003 378652 137279 241373 728782 455774 273008 1726269 0 REFUNDABLE DEPOSITS 2742 2742 3845215 18000 143445 161445 3683770 8051 8051 3691821 3786234 18000 154238 172238 3613996 3613996 Audit/Tax Revenue Reconcilliation Rental Income = 143,445 Netted on Return, not Netted on Audit Other Income = 8,051 Netted on Return, not Netted on Audit Rental Expenses = 154,238 Netted on Return, not Netted on Audit Purpose of Endowment Funds The purpose of the endowment fund is to implement the Organization's programs in Colorado. Bowl-a-Thon 1117799 963475 154324 217640 Golf Metro 481446 240555 240891 374005 0 0 0 0 0 1599245 1204030 395215 591645 591645 -196430 X X X false false false true false true false false false Kristi Shaffer Executive Vice President 139533 0 28000 0 3180 0 27037 0 1019 0 198769 0 0 Robin Wise President & CEO 173828 0 45000 0 7080 0 29591 0 11244 0 266743 0 0 Schedule J Part I, 5a &6a Junior Achievement - Rocky Mountain Inc. pays deferred compensation / bonus each year only if the organization shows a profit and the governing board approves it. The amount of deferred compensation each person received is based on how well they and the company have met their revenue, profit, student numbers and personal goals. Each person's deferred compensation is reviewed by their direct supervisor and the organization's president. The governing board reviews the list of bonuses and sets the president's bonus. JEFF WISE SON OF KEY EMPLOYEE 27659 WAGES false X Wine 25 5211 FMV X Pizza 2 172 FMV X Rockies Tickets 3 864 FMV X Certificates 1 600 FMV X Recycling & Composting for events 1 1650 FMV X HTC Titan Phone 1 120 FMV X Ones under 100 1 296 FMV X Rodeo Tickets 1 306 FMV X Custom Menu 1 200 FMV X Chick Fil A 1 1788 FMV X Food for Student Event 1 4352 FMV X Tickets to Ballet 4 360 FMV X Tickets to DCPA 4 200 FMV X Del Frisco Dinner for 10 1 1000 FMV X Facials 3 360 FMV X Concert Tickets 2 400 FMV X Ebags Nylon Carry On 1 200 FMV X Four Seasons Dinner 1 600 FMV X Lobster Dinner 1 400 FMV X Painting Party 1 260 FMV X Golf Items and Gear 2 8696 FMV X Liquor 1 176 FMV X Tickets 2 400 FMV X Free Smoothie Coupons 1200 6000 FMV X Kolhs 1 500 FMV X U2/Ariana Grande Tickets 2 7220 FMV X MasTec Advanced Technologies 1 500 FMV X Breakfast and Lunches 300 2250 FMV X Microsoft Software and Licenses 2 22364 FMV X Beer for Evening Event 1 463 FMV X Discount on Food 1 3188 FMV X 4 Course Dinner 1 500 FMV X Popcorn 1 3127 FMV X Cases of Pepsi, Water, etc 10 5765 FMV X Sporting Tickets 1 2700 FMV X Coors Clubhouse Tickets 1 820 FMV X Preschool Outfit 1 381 FMV X 2 Tickets 2 3500 FMV X Golf Gear 1 3044 FMV X Desk 1 200 FMV X Supplies 2 9980 FMV X Gift Certificate to Salon 1 100 FMV X Chocolate & Wine Pairing 1 50 FMV X Live Music 1 210 FMV X Tony's Market Gift Card 1 400 FMV X 4 Tickets 4 800 FMV X Signed Jersey 1 377 FMV X 2 Jersey's and 2 Hat's 4 295 FMV X Cheese Making Class 1 250 FMV X Club Level Tickets 1 400 FMV false true false FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE MONITORED BY THE PRESIDENT/CEO AND BOARD CHAIR. ANY REPORTABLE INCIDENTS ARE DISCUSSED AT THE EXECUTIVE COMMITTEE MEETINGS. JUNIOR ACHIEVEMENT -ROCKY MOUNTAIN INC. ANNUALLY REQUIRES ALL BOARD MEMBERS AND EMPLOYEES TO DISCLOSE ANY CONFLICT OF INTEREST THAT THEY MAY HAVE WITH JUNIOR ACHIEVEMENT -ROCKY MOUNTAIN INC. ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE PRESIDENT/CEO AND BOARD CHAIR AND ANY REPORTABLE INCIDENTS WILL BE DISCUSSED AT AN EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 JA USA AND JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC UTILIZE A PAY STRUCTURE DESIGNED BY WMS AND COMPANY CALLED EQUI-COMP. EQUI-COMP RANGES ARE BENCHMARKED AGAINST THE EXTERNAL LABOR MARKET AND ARE A SOURCE OF COMPARABLE DATA. EACH YEAR JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC.'S BOARD CHAIR RECEIVES THE EQUI-COMP INFORMATION THAT BENCHMARKS THE PRESIDENT'S POSITION AND ESTABLISHES A RANGE. THE BOARD CHAIR REVIEWS THIS DATA AND THE ORGANIZATION PERFORMANCE METRICS, AND IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL SALARY OF THE PRESIDENT. FOR ALL OTHER POSITIONS, JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC. USES EQUI-COMP DATA, AND EMPLOYEE PERFORMANCE INFORMATION TO DETERMINE COMPENSATION, AND THE PROPOSED SALARIES ARE APPROVED BY THE EXECUTIVE COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 Junior Achievement - Rocky Mountain Inc.'s audited financial reports, detailed financial statements, and other governing documents, including its conflict of interest policy are made available to the public upon request. FORM 990, PART VI, SECTION B, LINE 11A Draft copies of the form 990 are provided to the board Finance and Audit Committee to review prior to distributing the final form 990 to Junior Achievement-Rocky Mountain, Inc.'s full governing body. We engage an independent CPA tax professional to prepare our form 990, and board members feel this is the appropriate fiduciary process. The Board Finance and Audit Committee's role is to evaluate the firm hired to prepare the return, review the draft return, and determine it is appropriately filed. We have taken those steps with our Audit and Finance committee. Form 990, Part XI, Line 5 Increase in Net Assets of the Endowment Fund JUNIOR ACHIEVEMENT USA One Education Way Colorado Springs CO 80906 841267604 Education CO 501(c)(3) 170(b)(1) NONE false false false false false false false false false false false false true false false true true true false