JUNIOR ACHIEVEMENT OF CHICAGO: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JUNIOR ACHIEVEMENT OF CHICAGO (EIN 36-2170141)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-10-18
IRS object ID
201312919349300316
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-18T12:49:52-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11 S WACKER DRIVE STE 800AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN362170141EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Junior Achievement of ChicagoBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJUNINameControl
Phone3127151300Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1651 West Washington No 404AddressLine1
CityChicagoCity
StateILState
ZIP Code60661ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSandra L Daffe'Name
TitlePresidentTitle
Phone3127151300Phone
Date Signed2013-10-18DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWayne HarderName
PTINP00294296PTIN
Phone3126343400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSandra L Daffe'NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1651 West Washington No 404AddressLine1
CityChicagoCity
StateILState
ZIP Code60661ZIPCode
FieldValueIRS element (for citing)
Gross Receipts9906753GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number1116GroupExemptionNumber
Organization501c3XOrganization501c3
Web Sitewww.jachicago.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1940YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTo inspire and prepare young people to succeed in a global economy.ActivityOrMissionDescription
Nbr Voting Members Governing Body130NbrVotingMembersGoverningBody
Nbr Independent Voting Members129NbrIndependentVotingMembers
Total Nbr Employees89TotalNbrEmployees
Total Nbr Volunteers13612TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year6467309ContributionsGrantsPriorYear
Contributions Grants Current Year5686575ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year384860InvestmentIncomePriorYear
Investment Income Current Year577952InvestmentIncomeCurrentYear
Other Revenue Prior Year-117598OtherRevenuePriorYear
Other Revenue Current Year-46603OtherRevenueCurrentYear
Total Revenue Prior Year6734571TotalRevenuePriorYear
Total Revenue Current Year6217924TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year102000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY111000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year3737960SalariesEtcPriorYear
Salaries Etc Current Year3939987SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year559563TotalFundrsngExpCurrentYear
Other Expense Prior Year2228506OtherExpensePriorYear
Other Expenses Current Year2329207OtherExpensesCurrentYear
Total Expenses Prior Year6068466TotalExpensesPriorYear
Total Expenses Current Year6380194TotalExpensesCurrentYear
Revenues Less Expenses Prior Year666105RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-162270RevenuesLessExpensesCY
Total Assets BOY12024859TotalAssetsBOY
Total Assets EOY12694954TotalAssetsEOY
Total Liabilities BOY890429TotalLiabilitiesBOY
Total Liabilities EOY890108TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY11134430NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY11804846NetAssetsOrFundBalancesEOY
Mission DescriptionTo inspire and prepare young people to succeed in a global economy.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4955937Expense
Grants111000Grants
DescriptionJunior Achievement educates students, from kindergarten through 12th grade, about workforce readiness, entrepreneurship and financial literacy through experiential, hands-on programs. Junior Achievement programs help prepare young people for the real world by showing them how to generate wealth and effectively manage it, how to create jobs which make their communities more robust, and how to apply entrepreneurial thinking to the workplace. Students put these lessons into action and learn the value of contributing to their communities. In the 2012-2013 school year, Junior Achievement of Chicago served 445,460 students in 21,059 classrooms throughout the Chicagoland area.Description
Total Program Service Expense4955937TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109613NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees89NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members130NbrVotingGoverningBodyMembers
Number Independent Voting Members129NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Terrance GuthrieBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3127151300TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1651 W Washington Blvd Suite 404AddressLine1
CityChicagoCity
StateILState
ZIP Code606612123ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (147 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Sandra L Daffe'
President38.00XX3755250138021
Patty Albo
Director1.00X000
Charles M Allen
Director0.30X000
Constantine Alexandrakis
Director1.00X000
Bruce Anderson
Director0.30X000
Richard W Ashley
Director1.00X000
Steve Battreall
Director1.00X000
Thomas L Bindley
Director1.00X000
Jon Black
Director1.00X000
Steven E Brady
Director0.30X000
Jean-Claude Brizard
Director1.00X000
Catherine S Brune
Director1.00X000
Francis X Buckley Jr
Director1.00X000
Alex Campbell
Director1.00X000
Neal Campbell
Director1.00X000
Michele Carlin
Director1.00X000
Jeffrey Childs
Director0.30X000
Robert B Chodos
Director1.00X000
Sheila Clary
Director0.30X000
John J Compernolle
Director0.30X000
James C Cotting
Director1.00X000
Bryan C Cressey
Director1.00X000
Marsha Cruzan
Director0.30X000
Christopher B Curtis
Director1.00X000
Loria Danage-Scott
Director1.00X000
Ghram Debes
Director0.30X000
Patrice P DeCorrevont
Director1.00X000
Thomas M Detelich
Director1.00X000
James C Dowdle
Director1.00X000
Charles B Edelstein
Director1.00X000
Melissa Erhardt
Director1.00X000
Daniel P Fallon
Director1.00X000
Deborah Olivia Farmer
Director1.00X000
W James Farrell
Director1.00X000
David Fine
Director1.00X000
Kristen P Freund
Director0.30X000
Michael M Froy
Secretary1.00XX000
David J Geary
Director0.30X000
Pantelis A Georgiadis
Director0.30X000
John R Golden
Director0.30X000
Stephen J Grabek
Director0.30X000
Stedman Graham
Director0.30X000
Adam C Graves
Director0.30X000
Paul Green
Director1.00X000
Anders Gustafsson
Director0.30X000
Cynthia Hardie
Director1.00X000
Dan Chip W Hardt
Director1.00X000
Kevin Hartman
Director1.00X000
Steve M Hatch
Director0.30X000
Denis J Healy Sr
Director0.30X000
Thomas J Healy
Director0.30X000
Roberto R Herencia
Director0.30X000
Gary E Holdren
Director0.30X000
Glenn Hollister
Director0.30X000
John R Horne
Director0.30X000
Dennis Howarter
Director1.00X000
Bob Hubberts
Director1.00X000
James V James
Director0.30X000
Mary Catherine Jaros
Director0.30X000
Donna Jennings
Director1.00X000
George E Johnson
Director0.30X000
Kip Kelley
Director0.30X000
Anthony K Kesman
Director0.30X000
Lester Knight
Director0.30X000
David C Koch
Director0.30X000
John Kujawa
Director0.30X000
Leonard Lavin
Director0.30X000
Jeff Langenbach
Director1.00X000
Kurt Laufer
Director1.00X000
F David Leiter
Director1.00X000
D Rick Lowes
Director0.30X000
Trish Lukasik
Director1.00X000
Curtis N Maas
Director0.30X000
Jeffrey A Malehorn
Director0.30X000
Don Manning
Director1.00X000
Charles Martin
Director0.30X000
Ann M McHale
Director0.30X000
Stephen McLaughlin
Director1.00X000
Elaine Melonides
Director1.00X000
Lou Meshulam
Director0.30X000
Carla R Michelotti
Director0.30X000
Paul Miller
Director1.00X000
Phil Miller
Director1.00X000
Heather A Mooney
Director0.30X000
Brian Morgan
Director1.00X000
Christopher Morgan
Director0.30X000
Eugene Morris
Director0.30X000
William L Morrison
Director0.30X000
Michael Murray III
Director0.30X000
William A Mynatt Jr
Director0.30X000
David W Nelms
Director0.30X000
Stephen R Nesbitt
Director0.30X000
John D Nichols
Director1.00X000
Larry Nieman
Director0.30X000
OW Eric Nowlin
Director0.30X000
Edmond Opler
Director0.30X000
Charmaine Owens
Director0.30X000
Robert L Parkinson Jr
Chairman1.00XX000
J David Pepper
Director1.00X000
Craig S Peters
Director1.00X000
Wayne Peters
Director0.30X000
Bruce J Piller
Treasurer1.00XX000
David Pilotto
Director0.30X000
Nicholas K Pontikes
Director1.00X000
Camille Popiolek
Director0.30X000
Frank S Ptak
Director1.00X000
Paul E Purcell
Director0.30X000
Zain Raj
Director0.30X000
Kathi M Regas
Director0.30X000
Thomas E Richards
Director0.30X000
Mark Roche
Director0.30X000
Patrick Roxworthy
Director1.00X000
Gale E Sayers
Director0.30X000
Van Sapp
Director0.30X000
Terry Savage
Director0.30X000
Katherine M Scherer
Director1.00X000
Nicole R Schmied
Director0.30X000
Rod Schrader
Director1.00X000
Joy Schwartz
Director1.00X000
Michael Scimo
Director0.30X000
Steve Serbin
Director0.30X000
Rex L Sessions
Director0.30X000
Stephen E Sheridan
Director0.30X000
Luis M Sierra
Director1.00X000
Laura Slagter
Director0.30X000
David Speer
Vice Chairman1.00XX000
Denis E Springer
Director0.30X000
Chase Stevenson
Director1.00X000
Steven Strobel
Director0.30X000
John B Sullivan
Director0.30X000
Robert A Sullivan
Director1.00X000
Michael J Tower
Director0.30X000
Valerie J Van Meter
Director0.30X000
Robert R Vogel
Director0.30X000
Donn T Vucovich
Director0.30X000
Mark Wagner
Director0.30X000
Harvey Walden III
Director1.00X000
John H Walker
Director0.30X000
Larry J Wert
Director0.30X000
Norman H Wesley
Director0.30X000
Steven Williams
Director1.00X000
Maxine Winer
Director1.00X000
Desmond C Wong
Director0.30X000
Thomas Staab
Senior Vice President38.00X151816025240
Maria Ramos
Vice President, City Operations38.00116150034169X
Peter Truschke
Vice President, Suburban Operations38.00111666033609X
Derek Ernst
Vice President, Suburban Operations38.00112297018443X
FieldValueIRS element (for citing)
Total Reportable Comp From Org867454TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation249482TotalOtherCompensation
Number Individuals GT100 K5NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events1425222FundraisingEvents
All Other Contributions4261353AllOtherContributions
Total Contributions5686575TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column339080TotalRevenueColumn
Exclusion$339,080ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3647063Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3408191Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities238872Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column238872TotalRevenueColumn
Exclusion$238,872ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events218569GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1425222CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses280638FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-62069TotalRevenueColumn
Exclusion-$62,069ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOther IncomeDescription
Business Code900099BusinessCode
Total Revenue Column15466TotalRevenueColumn
Related Or Exempt Function Income15466RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue15466TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6217924TotalRevenueColumn
Related Or Exempt Function Income15466RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$515,883ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total111000Total
Program Services111000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total694380Total
Program Services536207ProgramServices
Management And General79243ManagementAndGeneral
Fundraising78930Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2369654Total
Program Services1829868ProgramServices
Management And General270427ManagementAndGeneral
Fundraising269359Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total358596Total
Program Services276911ProgramServices
Management And General40923ManagementAndGeneral
Fundraising40762Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total319549Total
Program Services246759ProgramServices
Management And General36467ManagementAndGeneral
Fundraising36323Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total197808Total
Program Services152749ProgramServices
Management And General22574ManagementAndGeneral
Fundraising22485Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total31532Total
Program Services22770ProgramServices
Management And General5654ManagementAndGeneral
Fundraising3108Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total70543Total
Management And General70543ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total74143Total
Program Services28139ProgramServices
Management And General9447ManagementAndGeneral
Fundraising36557Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total141220Total
Program Services112356ProgramServices
Management And General16068ManagementAndGeneral
Fundraising12796Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total39400Total
Program Services29550ProgramServices
Management And General5910ManagementAndGeneral
Fundraising3940Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total178164Total
Program Services123805ProgramServices
Management And General33459ManagementAndGeneral
Fundraising20900Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total173970Total
Program Services152020ProgramServices
Management And General15849ManagementAndGeneral
Fundraising6101Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total28224Total
Program Services20596ProgramServices
Management And General4487ManagementAndGeneral
Fundraising3141Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total132392Total
Management And General132392ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total91417Total
Program Services160ProgramServices
Management And General91236ManagementAndGeneral
Fundraising21Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total123537Total
Program Services92653ProgramServices
Management And General18530ManagementAndGeneral
Fundraising12354Fundraising

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Program Printing and Ma11901691190169
Maintenance & Cleaning365802742067262434

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total17916Total
Program Services2805ProgramServices
Management And General4759ManagementAndGeneral
Fundraising10352Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6380194Total
Program Services4955937ProgramServices
Management And General864694ManagementAndGeneral
Fundraising559563Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY283644BOY
EOY12952EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY424643BOY
EOY623793EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY218305BOY
EOY227321EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3363BOY
EOY3367EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY239943BOY
EOY262967EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY18916BOY
EOY10500EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis565736LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec421394LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY152796BOY
EOY144342EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY10536183BOY
EOY11231411EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY147066BOY
EOY178301EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY12024859BOY
EOY12694954EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY445642BOY
EOY436586EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY28221BOY
EOY27721EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY269500BOY
EOY247500EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY147066BOY
EOY178301EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY890429BOY
EOY890108EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11004430BOY
EOY11674846EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY130000BOY
EOY130000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11134430BOY
EOY11804846EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY12024859BOY
EOY12694954EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-162270ReconcilationRevenueExpenses
Reconciliation Unrealized Invest832686ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3677756CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3783967CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5817400CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5417309CurrentTaxYearMinus1Year
Current Tax Year5686575CurrentTaxYear
Total24383007Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3677756CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3783967CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5817400CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5417309CurrentTaxYearMinus1Year
Current Tax Year5686575CurrentTaxYear
Total24383007Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total3413618AmountsSubstContributorsTotal
Public Support Total17020969389PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years260468CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years234376CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years282416CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year323032CurrentTaxYearMinus1Year
Current Tax Year339080CurrentTaxYear
Total1439372Total
FieldValueIRS element (for citing)
Total Support25822379TotalSupport
Gross Receipts From Admissions Etc6165341GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.81210PublicSupportPertcentage170
Public Support Pertcent Prior Year0.78310PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance8513544BeginningOfYearBalance
Contributions2351Contributions
Investment Earnings Or Losses1339760InvestmentEarningsOrLosses
Grants Or Scholarships6000GrantsOrScholarships
Other Expenditures700000OtherExpenditures
End Of Year Balance9149655EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance8210442BeginningOfYearBalance
Contributions1038141Contributions
Investment Earnings Or Losses137228InvestmentEarningsOrLosses
Grants Or Scholarships6000GrantsOrScholarships
Other Expenditures800000OtherExpenditures
Administrative Expenses66267AdministrativeExpenses
End Of Year Balance8513544EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance7004520BeginningOfYearBalance
Contributions985Contributions
Investment Earnings Or Losses1779516InvestmentEarningsOrLosses
Grants Or Scholarships6000GrantsOrScholarships
Other Expenditures500000OtherExpenditures
Administrative Expenses68579AdministrativeExpenses
End Of Year Balance8210442EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance6592108BeginningOfYearBalance
Contributions43Contributions
Investment Earnings Or Losses986607InvestmentEarningsOrLosses
Grants Or Scholarships6000GrantsOrScholarships
Other Expenditures500000OtherExpenditures
Administrative Expenses68238AdministrativeExpenses
End Of Year Balance7004520EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8828389BeginningOfYearBalance
Contributions1900Contributions
Investment Earnings Or Losses-1641084InvestmentEarningsOrLosses
Grants Or Scholarships6000GrantsOrScholarships
Other Expenditures525000OtherExpenditures
Administrative Expenses66097AdministrativeExpenses
End Of Year Balance6592108EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.98580BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.01420PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis501743OtherCostOrOtherBasis
Depreciation378436Depreciation
Book Value123307BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis63993OtherCostOrOtherBasis
Depreciation42958Depreciation
Book Value21035BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings144342TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionSec. 457(b) Plan Deferred CompensationDescription
Amount$178,301Amount
FieldValueIRS element (for citing)
Total Of Amounts178301TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt7675610TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments832686NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities30000DonatedSrvcAndUseOfFacilities
Other Revenues700000OtherRevenues
Revenue Not Rptd F9901562686RevenueNotRptdF990
Revenue Subtotal6112924RevenueSubtotal
Other Revenues Not Included105000OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt105000RevenueNotRptdOnFinStmt
Total Revenue Per Form9906217924TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7005194TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities30000DonatedServicesUseOfFacilities
Other Expenses Included700000OtherExpensesIncluded
Expenses Not Rptd F990730000ExpensesNotRptdF990
Expenses Subtotal6275194ExpensesSubtotal
Other Expenses Not Included105000OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt105000ExpensesNotRptdOnFinStmt
Total Expenses Per Form9906380194TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Intended Use of Endowment Funds:Part V, Line 4:In time of need the funds will allow the organization to continue to operate its normal operations.
Description of Uncertain Tax Positions Under FIN 48:Part X, Line 2:According to the Internal Revenue Service, Junior Achievement of Chicago is considered a subordinate organization of Junior Achievement USA and is recognized as a 501(c)(3) organization and entitled to all rights of a 501(c)(3) organization. Junior Achievement of Chicago follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the Codification, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Junior Achievement of Chicago may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Junior Achievement of Chicago and various positions related to the potential sources of unrelated business taxable income (UBIT). There were no unrecognized tax benefits identified or recorded as liabilities during the years ended June 30, 2013 or 2012. Junior Achievement of Chicago annually files Form 990 in the U.S. federal jurisdiction and in the States of Illinois and Indiana. Junior Achievement of Chicago's Form 990 for the 2010 fiscal year and subsequent years are subject to examination by the Internal Revenue Service.
Part XI, Line 2d - Other Adjustments:Release of Board Designated Endowments 700,000.
Part XI, Line 4b - Other Adjustments:Contributions Restricted for Scholarships to Students 105,000.
Part XII, Line 2d - Other Adjustments:Release of Board Designated Endowments 700,000.
Part XII, Line 4b - Other Adjustments:Contributions Restricted for Scholarships to Students 105,000.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Bowl-A-ThonNameOfEvent1
Gross Receipts Event1680526GrossReceiptsEvent1
Charitable Contributions Event1672114CharitableContributionsEvent1
Gross Revenue Event18412GrossRevenueEvent1
Cash Prizes Event13600CashPrizesEvent1
Non Cash Prizes Event17212NonCashPrizesEvent1
Rent Facility Costs Event186105RentFacilityCostsEvent1
Other Direct Expenses Event110977OtherDirectExpensesEvent1
Name Of Event2Golf EventNameOfEvent2
Gross Receipts Event2405050GrossReceiptsEvent2
Charitable Contributions Event2304100CharitableContributionsEvent2
Gross Revenue Event2100950GrossRevenueEvent2
Rent Facility Costs Event279583RentFacilityCostsEvent2
Other Direct Expenses Event24581OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events558215GrossReceiptsOtherEvents
Charitable Contrib Other Events449008CharitableContribOtherEvents
Gross Revenue Other Events109207GrossRevenueOtherEvents
Rent Facility Costs Other Events76919RentFacilityCostsOtherEvents
Other Direct Expenses Other Events11661OtherDirectExpensesOtherEvents
Gross Receipts Total1643791GrossReceiptsTotal
Charitable Contributions Total1425222CharitableContributionsTotal
Gross Revenue Total Events218569GrossRevenueTotalEvents
Cash Prizes Total Events3600CashPrizesTotalEvents
Non Cash Prizes Total Events7212NonCashPrizesTotalEvents
Rent Facility Costs Total Events242607RentFacilityCostsTotalEvents
Other Direct Expenses Total Events27219OtherDirectExpensesTotalEvents
Direct Expense Summary Events280638DirectExpenseSummaryEvents
Net Income Summary-62069NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipsTypeOfGrant
Number Of Recipients31NumberOfRecipients
Amount Of Cash Grant111000AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: All scholarship recipients must provide Junior Achievement of Chicago with their social security number, student-ID and current semester's class schedule. Once all information is provided, JA of Chicago sends a formal letter enclosed with the check verifying the terms of how it is to be applied and to whom. The office of financial aid of said university receives the check and is to apply a credit towards the student's tuition.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Sandra L Daffe'
President32681503019201851801250830129380513546000
Thomas Staab
Senior Vice President126666025000015002472605140177056000
Maria Ramos
Vice President, City Operations10048401545002160196500145190150319000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Section A, line 6All persons or organizations who have contributed $1,000 or more in cash to this corporation during the immediately preceding 12 month period shall be a member.
Form 990, Part VI, Section A, line 7aEach member at each election of directors will have one vote to elect.
Form 990, Part VI, Section A, line 7bEach member shall be entitled to one vote on each matter submitted to a vote of the members.
Form 990, Part VI, Section B, line 11A resolution was passed by JA Chicago's Board of Directors authorizing the audit committee to approve the Form 990 on an annual basis. The audit committee reviews a draft of the completed Form 990 prior to filing with the IRS. A meeting is then held with JA's tax consultants to discuss the Form 990. If needed, changes are made. Copies of the final Form 990 are then made available to JA's full governing body at the Board of Directors meeting. Directors who were not available to view the Form 990 at the meeting are provided access to a copy via JA's website or on-line board portal. A final copy is then filed with the IRS.
Form 990, Part VI, Section B, line 12cAll conflict of interest declarations are reviewed by Junior Achievement of Chicago's Controller and President. Any potential conflicts that are noted either on the initial conflict of interest declaration or subsequently during the year are evaluated to determine if a true conflict exists and what steps are needed. Junior Achievement of Chicago's audit committee reviews all potential conflict of interest on an annual basis. Part VI, 12A - All of JA Chicago's employees and board members are required to complete and sign a conflict of interest declaration upon assuming their Junior Achievement responsibilities. Junior Achievement of Chicago's Executive Committee complete a new declaration annually. The remainder of the Board is asked to provide annual updates if there are any changes. (I.E. A new potential conflict arises.)
Form 990, Part VI, Section B, line 15Junior Achievement USA and JA Chicago, utilize a pay structure designed by WMS & Company called Equip-Comp. Equip-Comp ranges are benchmarked against the external labor market and are a source of comparable data. JA Chicago's compensation committee meets annually to discuss and ultimately approve compensation for JA Chicago's President, Senior Vice President of Development, Controller, and Vice Presidents of Program Operations. As part of the review process, this year the Compensation Committee met with JA USA and Equi-Comp staff. The performance information for each key employee along with the Equi-Comp data was reviewed. Following the committee's meeting and decisions, JA Chicago's Chairman sends a letter to JA Chicago's accountant authorizing the appropriate compensation for the upcoming year.
Form 990, Part VI, Section C, line 19Junior Achievement of Chicago publishes its annual report on its website annually, in addition to its annual operating revenue and expenses. Other governing documents, including its conflict of interest policy and detailed financial statements, are made available to the public upon request.

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