2013-02-15T07:20:49-06:00 2012-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2011-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 TIM GREINERT 4145773800 2013-02-13 1 KARIN HARMS P00073773 4144634411 2011 2016-03-07 17:11:31Z TIM GREINERT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 6153184 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 87 87 78 6777 0 0 5117779 4867676 0 0 218525 503091 -358980 -264073 4977324 5106694 2000 3000 0 0 2591865 2770951 0 0 369384 1599912 1860012 4193777 4633963 783547 472731 17038715 17142176 617204 460439 16421511 16681737 X JUNIOR ACHIEVEMENT OF WISCONSIN, INC. SERVES A FRANCHISED AREA OF JUNIOR ACHIEVEMENT USA, 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 TAKE GREATER CONTROL OF THEIR ECONOMIC FUTURE THROUGH SMART ACADEMIC AND ECONOMIC DECISIONS. 0 0 1975055 ELEMENTARY SCHOOL PROGRAMS - STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. 112,745 STUDENTS IN 5,387 CLASSES 867552 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! 4,072 STUDENTS IN 173 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. 3,153 STUDENTS IN 139 CLASSES 701964 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. 24,400 STUDENTS IN 1,089 CLASSES 502618 3000 HIGH SCHOOL PROGRAMS - HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTERS 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. 22,029 STUDENTS IN 1,129 CLASSES 502618 3000 4047189 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 0 1 29 0 1 78 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 JAMES ZIEMER 1.00 X 0 0 0 THEODORE D CRANDALL 1.00 X X 0 0 0 NANCY SENNETT 1.00 X X 0 0 0 BRIAN ADAM 1.00 X 0 0 0 KEITH BURNS 1.00 X 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 LORI 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 TINA CHANG 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 TIM DONNELLY 1.00 X 0 0 0 DAVID J DRURY 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 JOSE MANTILLA 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 SEAN TORINUS 1.00 X 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 ROBERT WARPINSKI 1.00 X 0 0 0 KAY BUCK 1.00 X 0 0 0 BETTY BERGQUIST 1.00 X 0 0 0 KARL LINCK 1.00 X 0 0 0 GEORGE BROWNELL 1.00 X 0 0 0 DONNA STAPLES 1.00 X 0 0 0 BOB AYRES 1.00 X 0 0 0 RICHARD BLUE 1.00 X 0 0 0 PATRICK LYONS 1.00 X 0 0 0 MELISSA MOORE 1.00 X 0 0 0 TIM GREINERT 50.00 X 237946 0 40207 237946 0 40207 1 0 1 0 0 1518267 3349409 561514 4867676 77339 77339 17600 0 17600 17600 17600 519229 359070 412798 39749 106431 319321 425752 425752 297685 1518267 593943 -296258 -296258 OTHER REVENUE 611710 14585 14585 14585 5106694 14585 0 224433 3000 3000 283798 198659 56760 28379 1934316 1713289 18162 202865 173640 145518 9733 18389 202152 166860 11840 23452 177045 154427 1991 20627 18651 14920 2798 933 20850 17656 2387 807 157142 144258 3984 8900 19680 18758 630 292 68278 60423 2293 5562 97073 85268 4093 7712 233308 201032 23778 8498 67493 61658 5393 442 PROGRAM MATERIALS 538394 538394 PUBLIC RELATIONS 182090 180378 72 1640 OUTSIDE SERVICES 148699 121167 20792 6740 UTILITIES 117798 98348 14977 4473 190556 123176 37707 29673 4633963 4047189 217390 369384 338012 768666 1483622 1156830 2317990 1874403 19013 13012 117872 148424 8861380 1096459 7321150 7764921 5441056 5415920 17038715 17142176 589179 436914 28025 23525 617204 460439 X 13174633 13412645 1759646 1781860 1487232 1487232 16421511 16681737 17038715 17142176 X 472731 -212505 X 0 1 1 X 0 X 5013638 5466252 8045724 5117779 4867676 28511069 5013638 5466252 8045724 5117779 4867676 28511069 3775301 24735768 157756 126759 120234 125421 94939 625109 28807 19877 21333 41402 14585 126004 29262182 1290512 0.84530 0.82460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4343421 2500 -37456 18255 4290210 2970104 515296 875329 17308 4343421 2509107 121140 376675 36818 2970104 2835236 542628 -843235 25522 2509107 0.63700 0.34660 0.01640 0 0 815406 815406 6599594 473593 6126001 1003998 570210 433788 442382 52656 389726 7764921 5106694 4633963 472731 -212505 -212505 260226 4931367 -212505 37178 -175327 5106694 0 5106694 4671141 37178 37178 4633963 0 4633963 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. JAWA AUCTION 336533 311133 25400 40000 23730 104552 BUSINESS CHANLLENGES 327412 313912 13500 28100 730 325 33266 20 1152007 893222 258785 2890 8665 29322 322363 1815952 1518267 297685 70990 33125 29647 460181 593943 -296258 1 HIGHER EDUCATION SCHOLARSHIPS 82 79000 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 195138 0 42808 0 0 0 26025 0 14182 0 278153 0 0 0 X 1 250021 SELLING PRICE X BUSINESS CHALLENGE EVENT 122 16072 FAIR VALUE X JAWA AUCTION EVENT 43 85889 FAIR VALUE X OTHER SPECIAL EVENTS 472 185355 FAIR VALUE X MISCELLANEOUS NON-EVENT 63 24177 FAIR VALUE 1 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, LORI 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -212,505.