2012-03-29T16:35:47-05:00 2011-06-30 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2010-07-01 390826295 JUNIOR ACHIEVEMENT OF WISCONSIN INC JUNI 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 TIM GREINERT 4145773800 2012-03-29 1 KARIN HARMS 4144634411 2010 2016-02-24 21:20:13Z X TIM GREINERT 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 6044531 0 1116 X WWW.JAWIS.ORG X 1950 WI TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 74 72 68 6151 0 0 8045724 5117779 0 0 44852 218525 -179471 -358980 7911105 4977324 2650 2000 0 0 2310222 2591865 0 0 262515 1232760 1599912 3545632 4193777 4365473 783547 15005611 17038715 330786 617204 14674825 16421511 X JUNIOR ACHIEVEMENT OF WISCONSIN, INC. SERVES 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 518794 2000 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. 21,168 STUDENTS IN 1,070 CLASSES 675846 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. 28,064 STUDENTS IN 1,265 CLASSES 1935062 ELEMENTARY SCHOOL PROGRAMS - THE FOUNDATION OF K-12 CURRICULUM: SIX SEQUENTIAL THEMES, EACH WITH FIVE HANDS-ON ACTIVITIES, WORK TO CHANGE STUDENTS' LIVES BY HELPING THEM UNDERSTAND BUSINESS, ECONOMICS AND HOW EDUCATION IS RELEVANT IN THE WORKPLACE. 115,165 STUDENTS IN 5,584 CLASSES 490077 JA BIZTOWN AND JA FINANCE PARK ARE REALITY-BASED, HANDS-ON LEARNING PROGRAMS. THE LEARNING IS A COMBINED APPROACH OF IN-CLASS DISCUSSION COUPLED WITH AN INTERACTIVE SIMULATION IN THE JUNIOR ACHIEVEMENT KOHL'S EDUCATION CENTER. USING THE JA LEARN-BY-DOING METHODOLOGY, STUDENTS REMEMBER THE CONCEPTS, MAKE CONNECTIONS AND BETTER UNDERSTAND THEIR PARTICIPATION IN A GLOBAL ECONOMY.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!JA 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. 490077 3619779 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 1 1 0 0 0 0 0 0 0 0 0 1 8 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 X 74 72 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 0 1 1 0 WI X MR JEFFREY DELAHAUT 4145773800 11111 WEST LIBERTY DRIVE MILWAUKEE WI 53224 JAMES ZIEMER 1.00 X X 0 0 0 THEODORE D CRANDALL 1.00 X X 0 0 0 NANCY SENNETT 1.00 X X 0 0 0 KEITH BURNS 1.00 X X 0 0 0 RON BAKKEN 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 KELLY 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 JAMES L CLARK 1.00 X 0 0 0 LAURA CONKLIN 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 STEVE ERB 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 MARK F FURLONG 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 SCOTT GARRETT 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 DAVID A KRUTZ 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 PATRICK LYONS 1.00 X 0 0 0 JOSE MANTILLA 1.00 X 0 0 0 TIMOTHY MAJCEN 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 MARK A MILLER 1.00 X 0 0 0 THOMAS O MIOTKE 1.00 X 0 0 0 WILLIAM J NASGOVITZ 1.00 X 0 0 0 ANDY NUNEMAKER 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 KEITH KOSZARCK 1.00 X 0 0 0 LARRY A RAMBO 1.00 X 0 0 0 CHAR LARSEN 1.00 X 0 0 0 LYNN E RICHTMAN 1.00 X 0 0 0 JAY O ROTHMAN 1.00 X 0 0 0 JOHN LARSEN 1.00 X 0 0 0 MARSHA MATHER 1.00 X 0 0 0 BRAD SCHLOSSMANN 1.00 X 0 0 0 MASON QUACKENBUSH 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 CORYANN ST MARIE-CARLS 1.00 X 0 0 0 MARY ELLEN STANEK 1.00 X 0 0 0 PAUL STEFFEN 1.00 X 0 0 0 BARBARA A STEIN 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 0 0 0 ROBERT WARPINSKI 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 JAY WAGNER 1.00 X 0 0 0 WILLIAM WERTZ 1.00 X 0 0 0 WILLIAM WEST 1.00 X 0 0 0 TIM GREINERT 50.00 X 223982 0 38079 223982 0 38079 1 0 1 0 KAHLER SLATER INC 111 W WISCONSIN AVE MILWAUKEE WI 53203 REAL ESTATE DESIGN 200476 BEYER CONSTRUCTION 3080 S CALHOUN RD NEW BERLIN WI 53151 CONSTRUCTION 178105 HSI PROPERTIES LLC 20975 SWENSON DR STE 395 WAUKESHA WI 53186 REAL ESTATE DEVELOPMENT 105554 3 1507364 3610415 344319 5117779 101421 101421 24000 24000 24000 24000 592532 13349 478255 10522 114277 2827 117104 117104 154048 1507364 578430 -424382 -424382 OTHER REVENUE 611710 41402 41402 41402 4977324 41402 0 -181857 2000 2000 275453 192817 55091 27545 1795431 1658487 7019 129925 161892 137687 7651 16554 194222 164377 10471 19374 164867 147026 1927 15914 1618 1294 243 81 17821 14257 2673 891 2215 2215 1116 980 104 32 120639 109734 3298 7607 25575 23890 1346 339 57937 52696 1348 3893 87774 85829 778 1167 61588 38837 19077 3674 48880 46001 2389 490 PROGRAM MATERIALS 562551 562551 PUBLIC RELATIONS 139270 129768 104 9398 BAD DEBT EXPENSE 127966 121300 6666 OUTSIDE SERVICES 112014 87705 20086 4223 UTILITIES 64753 47706 14324 2723 168195 116137 40039 12019 4193777 3619779 311483 262515 369892 338012 6137162 1483622 3614221 2317990 3980 19013 75609 117872 8601064 1279914 519369 7321150 4285378 5441056 15005611 17038715 311011 589179 19775 28025 330786 617204 X 4573714 13174633 9113879 1759646 987232 1487232 14674825 16421511 15005611 17038715 X 783547 963139 X 0 1 1 X 0 X 2539074 5013638 5466252 8045724 5117779 26182467 2539074 5013638 5466252 8045724 5117779 26182467 3879936 22302531 181475 157756 126759 120234 125421 711645 42080 28807 19877 21333 41402 153499 27047611 2588831 0.82460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2970104 515296 875329 17308 4343421 2509107 121140 376675 36818 2970104 2835236 542628 -843235 25522 2509107 0.64020 0.35980 0.00000 0 0 850377 850377 6392518 696386 5696132 941979 453163 488816 416190 130365 285825 7321150 4977324 4193777 783547 963139 963139 1746686 5977921 963139 37458 1000597 4977324 0 4977324 4231235 37458 37458 4193777 0 4193777 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 393149 377549 15600 25000 32732 84186 WI BUSINESS HALL OF FAME 461475 419625 41850 7888 176149 19 806788 710190 96598 31250 5043 37712 178470 1661412 1507364 154048 56250 45663 37712 438805 578430 -424382 1 HIGHER EDUCATION SCHOLARSHIPS 85 86700 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 190742 0 33240 0 0 0 22008 0 16071 0 262061 0 0 0 PETER KORDUS BOARD MEMBER 206937 FURNITURE PURCHASED FROM BSI FURNITURE WHERE PETER KORDUS IS AN OFFICER. 0 DAVE DRURY BOARD MEMBER 62151 SIGNAGE PURCHASED FROM POBLOCKI SIGNS WHERE DAVE DRURY IS AN OWNER. 0 X BUSINESS CHALLENGE EVENT 117 25020 FAIR VALUE X JAWA AUCTION EVENT 58 83214 FAIR VALUE X OTHER SPECIAL EVENTS 335 157153 FAIR VALUE X MISCELLANEOUS NON-EVENT 81 78932 FAIR VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 KURT AND MARIE-PIERRE BECHTOLD 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 GAINS ON INVESTMENTS: 963,139.