2014-02-12T16:57:13-06:00 2013-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2012-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 TIM GREINERT 4145773800 2014-02-11 1 KARIN HARMS P00073773 4144634411 2012 2015-11-30 17:44:51Z TIM GREINERT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 6544911 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 87 87 88 7882 0 0 4867676 5730663 0 0 503091 381726 -264073 -154957 5106694 5957432 3000 3000 0 0 2770951 2908011 0 0 345108 1860012 1909838 4633963 4820849 472731 1136583 17142176 18648280 460439 320127 16681737 18328153 X JUNIOR ACHIEVEMENT OF WISCONSIN, INC. SERVES AS 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 EDUCATES AND INSPIRES YOUNG PEOPLE TO VALUE FREE ENTERPRISE, UNDERSTAND BUSINESS AND ECONOMICS AND BECOME BETTER PREPARED FOR THE WORKFORCE THROUGH A VARIETY OF PROGRAMS SPECIFICALLY DEVELOPED FOR VARIOUS AGE GROUPS. 0 0 1954884 ELEMENTARY SCHOOL PROGRAMS - STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. 106,716 STUDENTS IN 5,269 CLASSES 1027678 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! 6,398 STUDENTS IN 258 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. 8,944 STUDENTS IN 358 CLASSES 656580 MIDDLE GRADE PROGRAMS - PROGRAMS REINFORCE THE VALUE OF WORK READINESS, ENTREPRENEURSHIP AND FINANCIAL LITERACY. STUDENTS ARE INTRODUCED TO MANY ECONOMIC CONCEPTS AND USEFUL FACTS ABOUT THE WORKING WORLD. 24,574 STUDENTS IN 1,117 CLASSES 543523 3000 HIGH SCHOOL PROGRAMS - HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE REAL WORLD. VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 21,456 STUDENTS IN 1,224 CLASSES 543523 3000 4182665 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 87 87 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 THEODORE D CRANDALL 1.00 X X 0 0 0 KEITH BURNS 1.00 X X 0 0 0 NANCY SENNETT 1.00 X X 0 0 0 SEAN TORINUS 1.00 X X 0 0 0 JAMES ZIEMER 1.00 X 0 0 0 BRIAN ADAMS 1.00 X 0 0 0 GREG BANASZYNSKI 1.00 X 0 0 0 CHRIS M BAUER 1.00 X 0 0 0 MARIE-PIERRE BECHTHOLD 1.00 X 0 0 0 KURT BECHTHOLD 1.00 X 0 0 0 CARL BROWN 1.00 X 0 0 0 STEPHEN S BECKER 1.00 X 0 0 0 JAMES BOLTON 1.00 X 0 0 0 TROY A CARROTHERS 1.00 X 0 0 0 SUSAN F DAVIS 1.00 X 0 0 0 PAUL DANOLA 1.00 X 0 0 0 ERIC A DELZER 1.00 X 0 0 0 DR TONY EVERS 1.00 X 0 0 0 JACQUELYN FREDRICK 1.00 X 0 0 0 SUSAN FRONK 1.00 X 0 0 0 JAMES H FUCHS 1.00 X 0 0 0 ROBERT B GREENE 1.00 X 0 0 0 JON D HAMMES 1.00 X 0 0 0 THOMAS J HAUSKE 1.00 X 0 0 0 JOHN M HOWARD 1.00 X 0 0 0 CHARLES D JACOBUS 1.00 X 0 0 0 PAUL J JONES 1.00 X 0 0 0 KARA L KAISER 1.00 X 0 0 0 PETER J KORDUS 1.00 X 0 0 0 JOHN C KOSS JR 1.00 X 0 0 0 DENNIS J KRAKAU 1.00 X 0 0 0 BRUCE G LANSER 1.00 X 0 0 0 KAREN HUNG 1.00 X 0 0 0 CINDY LU STEINBRECHER 1.00 X 0 0 0 HEIDI DARROW MAINS 1.00 X 0 0 0 DANIEL F MCKEITHAN JR 1.00 X 0 0 0 MICHAEL R MICHELS 1.00 X 0 0 0 WILLIAM J NASGOVITZ 1.00 X 0 0 0 WAYNE C OLDENBURG 1.00 X 0 0 0 ELIZABETH ORELUP 1.00 X 0 0 0 WILLIAM J OTTO 1.00 X 0 0 0 STEPHEN G PATSCOT 1.00 X 0 0 0 DIANE PELLEGRIN 1.00 X 0 0 0 MICHAEL T PEPKE 1.00 X 0 0 0 JONAS PRISING 1.00 X 0 0 0 LYNN E RICHTMAN 1.00 X 0 0 0 JAY O ROTHMAN 1.00 X 0 0 0 MARSHA MATHER 1.00 X 0 0 0 LINDA SALCHENBERGER 1.00 X 0 0 0 BRAD SCHLOSSMANN 1.00 X 0 0 0 JEFFERY J ROBINSON 1.00 X 0 0 0 KRISTINE SEYMOUR 1.00 X 0 0 0 PAMELA SHOVERS 1.00 X 0 0 0 WENDY B SLOCUM 1.00 X 0 0 0 GUY W SMITH 1.00 X 0 0 0 THOMAS L SPERO 1.00 X 0 0 0 JOHN SPLUDE 1.00 X 0 0 0 MICHAEL S SHEPPARD 1.00 X 0 0 0 MARY ELLEN STANEK 1.00 X 0 0 0 PAUL STEFFEN 1.00 X 0 0 0 MICHAEL SUTHERLIN 1.00 X 0 0 0 RICHARD F TEERLINK 1.00 X 0 0 0 TODD J TESKE 1.00 X 0 0 0 DAVE WERNER 1.00 X 0 0 0 RICHARD J WHITE 1.00 X 0 0 0 ROBERT TATTERSON 1.00 X 0 0 0 SCOTT A WROBBEL 1.00 X 0 0 0 GREGORY THORNTON 1.00 X 0 0 0 WILLIAM WERTZ 1.00 X 0 0 0 WILLIAM WEST 1.00 X 0 0 0 LORI STORTZ 1.00 X 0 0 0 JENNIFER WOLFF 1.00 X 0 0 0 KAY BUCK 1.00 X 0 0 0 BETTY BERGQUIST 1.00 X 0 0 0 GEORGE BROWNELL 1.00 X 0 0 0 BOB AYRES 1.00 X 0 0 0 PATRICK LYONS 1.00 X 0 0 0 MELISSA MOORE 1.00 X 0 0 0 ROBERT COWEN 1.00 X 0 0 0 RAFAEL DIAZ-GRANADOS 1.00 X 0 0 0 JAMIE GESCHKE 1.00 X 0 0 0 DAN MEYER 1.00 X 0 0 0 MATT GELB 1.00 X 0 0 0 PATRICIA HATEN 1.00 X 0 0 0 PAUL RAHMLOW 1.00 X 0 0 0 JENNIFER RINDT 1.00 X 0 0 0 CHRIS VANDERHEYDEN 1.00 X 0 0 0 TIM GREINERT 50.00 X 199745 0 48416 199745 0 48416 1 0 1 0 0 1192739 4537924 294459 5730663 74502 74502 16100 0 16100 16100 16100 342086 34862 307224 307224 307224 371985 1192739 552617 -180632 -180632 OTHER REVENUE 611710 9575 9575 9575 5957432 9575 0 217194 3000 3000 279497 139749 55899 83849 2015540 1766007 83398 166135 253115 222271 15452 15392 179409 166337 9029 4043 180450 153546 11023 15881 19220 15376 2883 961 456 456 27650 26920 209 521 143779 133715 10064 20431 19355 781 295 61975 56004 1940 4031 102509 102509 249387 216280 24129 8978 68887 63332 5100 455 PROGRAM MATERIALS 630206 629011 1195 OUTSIDE SERVICES 146387 126982 15635 3770 UTILITIES 112802 94784 14196 3822 PUBLIC RELATIONS 112156 108925 28 3203 213993 138562 51723 23708 4820849 4182665 293076 345108 768666 890603 1156830 897882 1874403 2866101 13012 13650 148424 226077 8934244 1345846 7764921 7588398 5415920 6165569 17142176 18648280 436914 294952 23525 25175 460439 320127 X 13412645 13675659 1781860 3150517 1487232 1501977 16681737 18328153 17142176 18648280 1136583 509833 0 X 0 1 X 1 0 X 5466252 8045724 5117779 4867676 5730663 29228094 5466252 8045724 5117779 4867676 5730663 29228094 4491092 24737002 126759 120234 125421 94939 90601 557954 19877 21333 41402 14585 9575 106772 29892820 1410477 0.82750 0.84530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4290210 14703 659251 164480 4799684 4343421 2500 -37456 18255 4290210 2970104 515296 875329 17308 4343421 2509107 121140 376675 36818 2970104 2835236 542628 -843235 25522 2509107 0.64350 0.31290 0.04360 0 0 815406 815406 6608901 539663 6069238 1029680 688028 341652 480257 118155 362102 7588398 X 6499421 509833 32156 541989 5957432 0 5957432 4853005 32156 32156 4820849 0 4820849 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 UNCERTAIN 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 COMPANIES ACCOUNT FOR UNCERTANTIES 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, 2013 AND 2012. WI BUSINESS HALL OF FAME 356390 313562 42828 5462 38433 1500 35670 BUSINESS CHALLENGES 358521 341655 16866 39835 9385 12551 15908 14 849813 537522 312291 20600 1760 35179 51428 5450 279456 1564724 1192739 371985 60435 16607 35179 102412 6950 331034 552617 -180632 1 HIGHER EDUCATION SCHOLARSHIPS 92 73550 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 0 0 0 0 0 0 TIM GREINERT 199445 0 0 0 300 0 33609 0 14807 0 248161 0 0 0 X BUSINESS CHALLENGE EVENT 109 30755 FAIR VALUE X WI BUSINESS HALL OF FAME 1 17057 FAIR VALUE X OTHER SPECIAL EVENTS 400 222084 FAIR VALUE X MISCELLANEOUS NON-EVENT 126 24563 FAIR VALUE 0 0 1 0 FORM 990, PART IV, LINE 22: THIS QUESTION HAS BEEN CHECKED "YES" DESPITE FORM 990, PART IX, LINE 2 BEING LESS THAN $5,000. 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. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF THE ORGANIZATION.