2013-11-12T12:02:34-06:00 2013-06-30 HEIN & ASSOCIATES LLP 1999 BROADWAY SUITE 4000 DENVER CO 80202 990 2012-07-01 840430495 Junior Achievement - Rocky Mountain Inc % LOIS LEIDICH-ROSS JUNI 3035345252 1445 Market Suite 200 Suite Denver CO 80202 Robin Wise 3036287371 2013-11-15 true Mira J Fine 3032989600 2012 2016-03-07 17:11:31Z 4441025 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. 66 66 42 4855 0 3619340 3958007 0 0 -3364 136836 -323765 -365643 3292211 3729200 0 0 0 0 1922242 1875674 0 0 350278 1339443 1464648 3261685 3340322 30526 388878 3296333 3711706 354228 380723 2942105 3330983 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 2833199 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. IS A LOCAL NON-PROFIT ORGANIZATION THAT PROVIDES YOUNG PEOPLE WITH LESSONS IN FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORKFORCE READINESS. 2833199 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 false false true false false false false true false false false true 5 0 42 true false false false false false true true false false false false false X 66 66 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 Brian Addy 1.0 X 0 0 0 Greg Anton 1.0 X 0 0 0 Shawn Barker 1.0 X 0 0 0 ED BALCERZAK 1.0 X 0 0 0 Scott Bemis 1.0 X 0 0 0 Tony Best 1.0 X 0 0 0 Beth Boettcher 1.0 X 0 0 0 Tim Brossart 1.0 X 0 0 0 Toti Cadavid 1.0 X 0 0 0 Marci Carris 1.0 X 0 0 0 John Casper 1.0 X 0 0 0 Rebecca Cordes 1.0 X 0 0 0 Kevin Cudney 1.0 X 0 0 0 John Dale 1.0 X 0 0 0 Steve Davis 1.0 X 0 0 0 Mark Carleton 1.0 X 0 0 0 Tony Denovellis 1.0 X 0 0 0 Kevin Dundon 1.0 X 0 0 0 Darrin Foster 1.0 X 0 0 0 Sean Gallagher 1.0 X 0 0 0 Chris Gdowski 1.0 X 0 0 0 Donald Gudmundson 1.0 X 0 0 0 Christopher Harr 1.0 X 0 0 0 Tom Heisroth 1.0 X 0 0 0 Darice Henritze 1.0 X 0 0 0 Chris Howson 1.0 X 0 0 0 Michael Katz 1.0 X 0 0 0 Kevin Kelley 1.0 X 0 0 0 Steven Kinsley 1.0 X 0 0 0 Sharon Linhart 1.0 X 0 0 0 Gary Lutz 1.0 X 0 0 0 Kevin Manzo 1.0 X 0 0 0 Joe Maslowski 1.0 X 0 0 0 Don McClure 1.0 X 0 0 0 Charles McDaniel 1.0 X 0 0 0 Tim Meyer 1.0 X 0 0 0 John Freyer JR 1.0 X 0 0 0 Ned Minor 1.0 X 0 0 0 William Munn 1.0 X 0 0 0 Scott Moore 1.0 X 0 0 0 Ed Nekritz 1.0 X 0 0 0 John Gallagher 1.0 X 0 0 0 Justin Prochnow 1.0 X 0 0 0 Dwight Pullen 1.0 X 0 0 0 Victoria Quintana 1.0 X 0 0 0 Mark Reilly 1.0 X 0 0 0 Justin Geddie 1.0 X 0 0 0 Jenifer Robertson 1.0 X 0 0 0 Jon Robinson 1.0 X 0 0 0 Aaron Todd 1.0 X 0 0 0 Sandy Rothe 1.0 X 0 0 0 Katrina Salem 1.0 X 0 0 0 Rich Walker 1.0 X 0 0 0 Richard Schultz 1.0 X 0 0 0 Judson Snyder 1.0 X 0 0 0 Cindy Stevenson 1.0 X 0 0 0 Paul Thompson 1.0 X 0 0 0 Ron Tilton 1.0 X 0 0 0 Jim Vaughn 1.0 X 0 0 0 William Waldheim 1.0 X 0 0 0 Tim Walsh 1.0 X 0 0 0 Bill Waters 1.0 X 0 0 0 Harris White 1.0 X 0 0 0 Scott Coad 1.0 X 0 0 0 Robin Krakowsky 1.0 X 0 0 0 Robert Likos 1.0 X 0 0 0 Robin Wise 40.0 X 194498 0 0 Kristi Shaffer 40.0 X 134554 0 0 329052 0 0 2 false true false Denver Metro Chamber of Commerce 1445 market Street DENVER CO 80202 Event partner 139274 1445 Market St 1445 Market St DENVER CO 80202 Building 128967 Junior Achievement USA 1 Education Way COLORADO SPRINGS CO 80906 National Partner 474337 3 X 1222672 2735335 146145 3958007 0 139574 139576 0 0 144572 114062 30510 0 30510 30510 -2738 -2738 201610 1222672 597763 -396153 -329398 0 0 0 3729200 -162050 0 0 0 0 425604 322994 33335 69275 0 1450070 1100466 113577 236027 0 0 0 0 0 0 0 0 0 0 0 66939 54109 609 12221 0 0 0 0 0 0 0 81807 81807 0 0 170890 157518 6699 6673 0 PROGRAM SERVICES 925008 918177 608 6223 ADMINISTRATIVE EXPENSES 165359 154660 2017 8682 FUNDRAISING EXPENSES 46967 38461 0 8506 CONTRACTORS 6678 4007 0 2671 1000 1000 3340322 2833199 156845 350278 809056 1113825 120768 121068 70407 155233 149644 167662 0 0 0 0 0 0 0 0 44841 53838 2419158 1521707 983047 897451 1070341 1156330 0 0 48229 46299 0 0 0 0 3296333 3711706 235436 331981 0 0 116050 46000 0 0 0 0 0 0 0 0 0 0 2742 2742 354228 380723 X 1754128 1829821 117636 344832 1070341 1156330 2942105 3330983 3296333 3711706 388878 X false true X true false X 2750018 2791569 3636553 3619340 3891252 16688732 0 189838 219230 173756 234728 268365 1085917 0 0 2939856 3010799 3810309 3854068 4159617 17774649 230883 291021 790473 664277 616219 2592873 0 230883 291021 790473 664277 616219 2592873 15181776 181445 175842 134202 130074 284148 905711 0 181445 175842 134202 130074 284148 905711 -2500 -2500 0 3118801 3186641 3944511 3984142 4443765 18677860 0.81282 0.81864 0.04849 0.05241 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1000 46299 true true 1070341 4000 147490 54608 10893 1156330 1064961 2305 13562 10282 1070546 907081 2205 165672 9998 1064960 818372 2000 86709 907081 729743 49158 39471 818372 1.00000 true false 724437 531256 193181 696795 523177 173618 389986 261696 128290 607940 205578 402362 897451 0 REFUNDABLE DEPOSITS 2742 2742 4481022 39995 711827 751822 3729200 3729200 4092144 39995 711827 751822 3340322 3340322 Audit/Tax Revenue Reconcilliation Part XIII - Schedule D Part XI Line 2d and Part XII Line 2d Rental Expenses = 114,062 Netted on return, not on Audit Special Event Expenses = 597,763 Netted on return, not on Audit Purpose of Endowment Funds Schedule D part V The purpose of the endowment fund is to implement the Organization's programs in Colorado. Bowl-a-thon 974498 860768 113730 188674 Golf Metro 450154 362274 87880 409089 0 0 0 0 0 1424652 1223042 201610 597763 597763 -396153 X X X false false false true false true false false false Robin Wise 194498 0 0 0 17000 0 10409 0 221907 0 10766 0 Schedule J Part I, 5a &6a 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. X 400 Full service coupons, 200 Whole Thing 1 11220 FMV X 171 gift certificates 1 8550 FMV X 7 $250 Gift card tickets 1 1750 FMV X 2,000 gift certificates for 1 smoothie 1 10000 FMV X event snacks 1 400 FMV X 2 night stay at RockResort 1 550 FMV X 2 night stay at The Stonebridge Inn 1 500 FMV X 40 four (4) packs of Glass seats 1 7200 FMV X Vail hotel room for staff 1 375 FMV X chips 1 36 FMV X tickets 1 280 FMV X various items 1 385 FMV X drinks 1 600 FMV X Recycling & Composting for events 1 1000 FMV X Room for 2 event people 3 nights (SMC program) 1 774 FMV X Office supplies 1 2191 FMV X 39,600 copies of option sheets 1 1214 FMV X supplies 1 2819 FMV X drinks - 40 cases 1 375 FMV X chips 1 520 FMV X Mocktails & Etiquitte Dinner 1 18635 FMV X chips 1 400 FMV X 25 Flash drives 1 200 FMV X cell phone & use time 1 220 FMV X 4 Avalanche tickets 1 460 FMV X commendy works tickets 1 80 FMV X various auction items 50 68514 FMV X Water & soda for Training & board meetings 1-18-13 1 891 FMV X 25 Rockies tickets 1 619 FMV X 8 Avalanche tickets 1 1040 FMV X Cab ride for 3 staff members in New Orleans 1 56 FMV X Scholarship reception 1 2476 FMV X Gift Cards 2 200 FMV X 2 Rockies Tickets 1 80 FMV X 175 Arby sandwich cards 1 875 FMV X Colorado Eagle tickets 1 480 FMV X Water and soda for events 1 180 FMV false true false FORM 990, PART VI, SECTION B, LINE 12C 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 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 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 FORM 990, PART VI, SECTION B, LINE 11A COPIES OF THE FINAL FORM 990 ARE DISTRIBUTED 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 AND TO DETERMINE IT IS APPROPRIATELY FILED. WE HAVE TAKEN THOSE STEPS WITH OUR AUDIT and FINANCE COMMITTEES. Form 990, Part XI, Line 5 Form 990, Part XI, Line 5 Increase in Net Assets of the Endowment Fund JA Worldwide 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 false true false false true true true false