2020-07-10T16:13:15-05:00 2019-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2018-07-01 841267604 Junior Achievement USA % EDWARD PRIEM II JUNI 7195408000 One Education Way Colorado Springs CO 80906 EDWARD PRIEM II CFO 7195406235 2020-07-08 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 84022720201925000016 2020-07-10 P EF8F98C817BD7A05BAF72C4A659BB320FB8C8268 211230982E8AE068FB84408D1622C21430605396 2018 2021-01-29 14:40:06Z JACK KOSAKOWSKI PRES AND CEO ONE EDUCATION WAY COLORADO SPRINGS CO 80906 36624108 false 1116 X WWW.JA.ORG X 1992 CO JA EMPOWERS YOUNG PEOPLE TO OWN Their ECONOMIC SUCCESS THROUGH VOLUNTEER-DELIVERED PROGRAMS WHICH give them KNOWLEDGE/SKILLS IN FINAN LITERACY, WORK READINESS & ENTREpreneurship. 34 33 86 33 0 9484791 14362992 4959016 4918359 545031 370388 9875371 9664609 24864209 29316348 3534960 4429815 0 0 10324153 10166410 0 0 1577377 11094896 10538493 24954009 25134718 -89800 4181630 25266934 39525999 4607802 14352905 20659132 25173094 X TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. SEE ADDITIONAL MISSION INFORMATION ON SCHEDULE O. false false 19338689 4429815 14582968 THE ORGANIZATION ASSISTED ITS US AREAS IN SETTING UP AND/OR MAINTAINING THEIR OWN ORGANIZATION TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. JA AREAS REACHED APPROXIMATELY 4.77 MILLION ELEMENTARY THROUGH POST-SECONDARY STUDENTS FOR THE YEAR ENDED 6/30/2019. 19338689 true true false true false false false false true false true false false false false false false true false false true true false false false false false true false true false false false false false false false false false false false false false true false false true 47 0 86 true false false false false false false false false false false false false X 34 33 false false false false true false true true true false true true true true true true true true true true false CA CT NY X X EDWARD PRIEM II 7195406235 ONE EDUCATION WAY COLORADO SPRINGS CO 80906 X AINAR D AIJALA JR DIRECTOR 2.0 0.0 X 0 0 0 EVELYN ANGELLE TREASURER 2.0 0.0 X X 0 0 0 ALAN S ARMSTRONG DIRECTOR 2.0 0.0 X 0 0 0 CATHERINE S BRUNE DIRECTOR 2.0 0.0 X 0 0 0 RODNEY D BULLARD DIRECTOR 2.0 0.0 X 0 0 0 JAMES M CARROLL VICE CHAIR 2.0 0.0 X X 0 0 0 JEFF HANSBERRY DIRECTOR 2.0 0.0 X 0 0 0 PERRY HEWITT DIRECTOR 2.0 0.0 X 0 0 0 KYLE H HYBL SECRETARY 2.0 0.0 X X 0 0 0 CLYDE D KEATON DIRECTOR 2.0 0.0 X 0 0 0 LOREN C KLUG DIRECTOR 2.0 0.0 X 0 0 0 LARRY LEVA DIRECTOR 2.0 0.0 X 0 0 0 ROBERT LLOYD DIRECTOR 2.0 0.0 X 0 0 0 PAUL E MCKNIGHT DIRECTOR 2.0 0.0 X 0 0 0 JULIE A MONACO DIRECTOR 2.0 0.0 X 0 0 0 JONAS PRISING DIRECTOR 2.0 0.0 X 0 0 0 RICHARD A WOODS CHAIR 2.0 0.0 X X 0 0 0 JACK E KOSAKOWSKI PRESIDENT AND CEO 40.0 0.0 X X 519654 0 46570 ASHEESH ADVANI DIRECTOR 2.0 0.0 X 0 0 0 CHARLES GARCIA DIRECTOR 2.0 0.0 X 0 0 0 DOUGLAS OLSON DIRECTOR 2.0 0.0 X 0 0 0 DR KERRY HEALEY DIRECTOR 2.0 0.0 X 0 0 0 LAWRENCE SIDWELL DIRECTOR 2.0 0.0 X 0 0 0 MICHELLE LEE DIRECTOR 2.0 0.0 X 0 0 0 RANDAL CAIN DIRECTOR 2.0 0.0 X 0 0 0 RICHARD NEGRIN ESQ DIRECTOR 2.0 0.0 X 0 0 0 TIMOTHY BAXTER DIRECTOR 2.0 0.0 X 0 0 0 TRIPP DAVIS DIRECTOR 2.0 0.0 X 0 0 0 ARNOLD EVANS DIRECTOR 2.0 0.0 X 0 0 0 DINO E ROBUSTO DIRECTOR 2.0 0.0 X 0 0 0 JEANETTE HERNANDEZ PRENGER DIRECTOR 2.0 0.0 X 0 0 0 JEFFREY RUSSELL DIRECTOR 2.0 0.0 X 0 0 0 RODNEY O MARTIN DIRECTOR 2.0 0.0 X 0 0 0 ROY A NG DIRECTOR 2.0 0.0 X 0 0 0 MONICA HOWARD DOUGLAS DIRECTOR 2.0 0.0 X 0 0 0 LAURA NEWINSKI DIRECTOR 2.0 0.0 X 0 0 0 BECKY FRANKIEWICZ DIRECTOR 2.0 0.0 X 0 0 0 CECIL THIBODEAUX EVP 40.0 0.0 X 366467 0 53910 SUSAN LUU SVP - BUSINESS IMPROVEMENT 40.0 0.0 X 269232 0 27342 TIMOTHY GREINERT SVP - DEVELOPMENT 40.0 0.0 X 280106 0 62275 EDWARD PRIEM II CFO 40.0 0.0 X 83392 0 7487 MARY CATHERINE DESROSIERS SVP EDUCATION AND LEARNING 40.0 0.0 X 248666 0 7567 HOWARD BARTNER SVP - OPERATIONS 40.0 0.0 X 194200 0 45459 ED GROCHOLSKI SVP - BRAND 40.0 0.0 X 246485 0 30490 LESLIE PIERCE SVP TALENT AND ORGANIZATION DE 40.0 0.0 X 241251 0 30902 STEVE SCHMIDT SVP - OPERATIONS 40.0 0.0 X 199596 0 31455 CHRISTINE KUNTZ VP - OPERATIONS 40.0 0.0 X 153666 0 35220 JACQUELINE DANT VP - OPERATIONS 40.0 0.0 X 149814 0 33537 KRIS PONCIROLI VP DONOR RELATIONS AND DEV SVC 40.0 0.0 X 139490 0 26478 JEANNINE REILLY VP - EDUCATION DELIVERY AND TE 40.0 0.0 X 143249 0 16884 JEANETTE LEE VP DEVELOPMENT 40.0 0.0 X 127781 0 27878 3363049 0 483454 26 false true false MEREDITH CORP 1716 LOCUST DES MOINES IA 50309 STORAGE/ASSEMBLY 1548601 SPARK AGENCY PO BOX 790379 ST LOUIS MO 63179 STORAGE/SET UP MOBIL 220227 SNI COMPANIES PO BOX 814238 HOLLYWOOD FL 33081 TEMP STAFFING 404712 MANPOWER 21271 NETWORK CHICAGO IL 606731212 TEMP STAFFING 1037973 WORKDAY INC PO BOX 396106 SAN FRANCISCO CA 941396106 HR SOFTWARE 192864 20 12698 14350294 14362992 Area License Fee 611710 4915286 4915286 Support Fees 611710 3073 3073 4918359 410191 410191 0 0 0 0 0 3189575 3229378 -39803 -39803 -39803 0 0 0 0 0 0 13370823 4078382 9292441 9292441 Miscellaneous Revenue 900099 372168 372168 372168 29316348 14582968 370388 4183691 4183691 0 246124 246124 0 2905641 2150174 639241 116226 0 5027560 3579623 789327 658610 1038606 739487 163061 136058 681522 485244 106999 89279 513081 365314 80554 67213 0 247220 119654 63783 63783 56575 14144 42431 0 0 140075 140075 1787781 1242508 366495 178778 396697 376862 19835 344563 217737 112046 14780 472922 326789 146133 0 260996 215322 31059 14615 544688 409061 50111 85516 0 74315 11816 59824 2675 12 3 9 1338377 334594 1003783 70772 53173 9601 7998 30236 9071 21165 JA Program Expenses 3068684 2810915 217877 39892 Evaluations 333074 308427 24647 Subscription & Dues 49329 30880 15292 3157 Trainings 128522 108987 15037 4498 1193655 999089 100267 94299 25134718 19338689 4218652 1577377 5868768 5577667 427500 13618580 1855512 2534785 931365 810244 0 0 0 0 0 0 2580310 3282471 655801 363719 11608474 10223568 1427326 1384906 11520352 11953627 0 0 0 0 0 0 0 0 25266934 39525999 3383347 3477606 0 0 152626 841862 0 0 998545 950257 0 0 73284 9083180 0 0 0 0 4607802 14352905 X 15554279 17195994 5104853 7977100 0 0 20659132 25173094 25266934 39525999 4181630 332332 X false true X true false X 12449756 7793927 9237935 9484791 14362992 53329401 0 0 12449756 7793927 9237935 9484791 14362992 53329401 13750398 39579003 419746 498146 433997 367934 410191 2130014 0 0 55459415 96450328 0.71366 0.67149 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25134718 25134718 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 false true 1260730 1260730 4120471 4120471 0 401049 329328 71721 5826224 5773769 52455 1384906 SCHEDULE D, PART IV, LINE 2B TRUST, ESCROW, AND CUSTODIAL ARRANGEMENTS: THE ORGANIZATION ASSISTS ITS AREAS IN SETTING UP THEIR OWN ORGANIZATIONS TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. THE ORGANIZATION HOLDS FUNDS ON BEHALF OF CERTAIN MEMBERS FOR THEIR U.S. EXPENSES. THESE ARE INCLUDED IN CASH AND INVESTMENTS ON THE STATEMENTS OF FINANCIAL POSITION AND TOTAL $659,156 AS OF JUNE 30, 2019. Schedule D, Part X, Line 2 Uncertain Tax Positions: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. Schedule D, Part XI, line 2d Other Revenue on Books, Not on Return Donated Services $ 890,014 Investment Management Fees (78,058) International Pass-Thru Grants (248,649)* Domestic Pass-Thru Grants (4,181,166)* ----------- $ (3,617,859) Schedule D, Part XI, Line 4b Other Revenue on Return, Not on Books Cost of Goods Sold Reclassed From Expense and Netted Against Revenue $ (4,078,382) Schedule D, Part XII, line 2d Other Expenses on Books, Not on Return: Cost of Goods Sold Reclassed From Expense and Netted Against Revenue $ 4,078,382 Donated Services 890,014 International Pass-Thru Grants (248,649) Domestic Pass-Thru Grants (4,181,166) ----------- $ 538,581 Schedule D, Part XII, Line 4b Other Expenses on Return, Not on Books: Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 4,194,415* * The organization assumes acknowledgment responsibility for these grants. This is the most efficient approach with numerous local areas and member nations benefitting from an individual grant. Therefore, the organization includes the grant revenue and grant expense on form 990. true North America 0 0 Grantmaking 18024 Europe (Including Iceland and Greenland) 0 0 Grantmaking 160000 South America 0 0 Grantmaking 8500 East Asia and the Pacific 0 0 Grantmaking 35000 Sub-Saharan Africa 0 0 Grantmaking 24600 0 0 0 0 246124 246124 North America SUPPORT MISSION 10724 North America SUPPORT MISSION 7300 Europe (Including Iceland and Greenland) SUPPORT MISSION 155000 East Asia and the Pacific SUPPORT MISSION 15000 East Asia and the Pacific SUPPORT MISSION 20000 Sub-Saharan Africa SUPPORT MISSION 7300 Sub-Saharan Africa SUPPORT MISSION 12300 7 false false false false false false SCHEDULE F, PART I, LINE 2 ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: GRANTS ARE TO JA OR MEMBER NATIONS ONLY. MOST OF THE FUNDING FOR THE GRANTS ARE PROVIDED BY DONORS WHO PLACE RESTRICTIONS ON THE USE OF THE MONIES. GRANT USAGE REQUIREMENTS VARY BY DONOR. THE REPORTING REQUIRED IS SUBMITTED TO THE ORGANIZATION'S GRANT STEWARD OR DIRECTLY TO THE DONOR. true Junior Achievement of Alabama Inc 216 AQUARIUS DRIVE SUITE 315 Birmingham AL 35209 630340866 501(c)(3) 21096 SUPPORT MISSION Junior Achievement of Arkansas Inc Q WORLD AVENUE LITTLE ROCK AR 72202 710658775 501(c)(3) 16461 SUPPORT MISSION Junior Achievement of Arizona Inc 636 WEST SOUTHERN AVENUE TEMPE AZ 852824508 860184349 501(c)(3) 95959 SUPPORT MISSION Junior Achievement of Chicago Inc 651 W Washington Street 404 Chicago IL 60661 362170141 501(c)(3) 160736 SUPPORT MISSION Junior Achievement of Baton Rouge LA 7809 Jefferson Highway Suite D4 Baton Rouge LA 70809 720485727 501(c)(3) 34335 SUPPORT MISSION 3DE National 3565 PIEDMONT RD NE BLD 1 STE 460 ATLANTA GA 30335 831444494 501(C)(3) 205080 SUPPORT MISSION Junior Achievement of Albany NY 8 STANLEY CIR LATHAM NY 12110 141429763 501(C)(3) 5495 SUPPORT MISSION Junior Achievement of Austin TX 206 E MAIN ST ROUND ROCK TX 78664 741688335 501(C)(3) 10803 SUPPORT MISSION Junior Achievement of Baltimore MD 10711 RED RUN BLVD 110 OWINGS MILLS MD 21117 520688275 501(C)(3) 24912 SUPPORT MISSION Junior Achievement of Boise ID 1365 N ORCHARD ST 380 BOISE ID 83706 826008991 501(C)(3) 15949 SUPPORT MISSION Junior Achievement of Boston MA 209 BURLINGTON RD BEDFORD MA 01730 042127020 501(C)(3) 145290 SUPPORT MISSION Junior Achievement of Bowling Green KY 440 1/2 E MAIN AVE BOWLING GREEN KY 42101 610997385 501(C)(3) 7117 SUPPORT MISSION Junior Achievement of Bridgeport CT 835 MAIN ST BRIDGEPORT CT 06604 060644315 501(C)(3) 12673 SUPPORT MISSION Junior Achievement of Buffalo NY 420 LEXINGTON AVE STE 205 NEW YORK NY 10170 133031828 501(C)(3) 13648 SUPPORT MISSION Junior Achievement of Charlotte NC 1701 N GRAHAM ST 100 CHARLOTTE NC 28206 560672085 501(C)(3) 70873 SUPPORT MISSION Junior Achievement of CincinnatiDayton OH 644 LINN ST 1024 CINCINNATI OH 45203 320014307 501(C)(3) 7945 SUPPORT MISSION Junior Achievement of Cleveland OH 1422 EUCLID AVE 952 CLEVELAND OH 44115 340733164 501(C)(3) 5927 SUPPORT MISSION Junior Achievement of Colorado Springs CO 611 N WEBER ST 201 COLORADO SPRINGS CO 80903 846009223 501(C)(3) 6415 SUPPORT MISSION Junior Achievement of Columbia SC KITTRELL CENTER 5711 MIDDLEBURG DR COLUMBIA SC 29204 570511131 501(C)(3) 33419 SUPPORT MISSION Junior Achievement of Columbus OH 68 E 2ND AVE COLUMBUS OH 43201 314385042 501(C)(3) 84813 SUPPORT MISSION Junior Achievement of Dallas TX 1201 EXECUTIVE DR W RICHARDSON TX 75081 750881589 501(C)(3) 92874 SUPPORT MISSION Junior Achievement of Delaware 522 S WALNUT ST WILMINGTON DE 19801 810078199 501(C)(3) 110452 SUPPORT MISSION Junior Achievement of Denver CO 1445 MARKET ST 200 DENVER CO 80202 840430495 501(C)(3) 105846 SUPPORT MISSION Junior Achievement of Des Moines IA 6100 GRAND AVE DES MOINES IA 50312 420759070 501(C)(3) 23397 SUPPORT MISSION Junior Achievement of Detroit MI 577 LARNED ST DETROIT MI 48226 381348535 501(C)(3) 416658 SUPPORT MISSION Junior Achievement of El Paso TX 200 BARTLETT DR 104 EL PASO TX 79912 741565161 501(C)(3) 5164 SUPPORT MISSION Junior Achievement of Evansville IN 431 E DIAMOND AVE EVANSVILLE IN 47711 356048156 501(C)(3) 7506 SUPPORT MISSION Junior Achievement of Ft Lauderdale FL 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 590871446 501(C)(3) 45846 SUPPORT MISSION Junior Achievement of Ft Wayne IN 550 E WALLEN RD FORT WAYNE IN 46825 350922731 501(C)(3) 7117 SUPPORT MISSION Junior Achievement of Ft Worth TX 6300 RIDGLEA PL 400 FORT WORTH TX 76116 750944915 501(C)(3) 29677 SUPPORT MISSION Junior Achievement of Georgia 572 NORTHSIDE DRIVE NW BLDG C 3RD F ATLANTA GA 30314 580598050 501(C)(3) 301307 SUPPORT MISSION Junior Achievement of Grand Rapids MI 741 KENMOOR AVE SE GRAND RAPIDS MI 49546 381557861 501(C)(3) 22909 SUPPORT MISSION Junior Achievement of Greensboro NC 3220 NORTHLINE AVE GREENSBORO NC 27408 560844838 501(C)(3) 8247 SUPPORT MISSION Junior Achievement of Hartford CT 70 FARMINGTON AVE HARTFORD CT 06105 060665972 501(C)(3) 80397 SUPPORT MISSION Junior Achievement of Houston TX 2115 E GOVERNORS CIR HOUSTON TX 77092 741153957 501(C)(3) 89298 SUPPORT MISSION Junior Achievement of Jacksonville FL 4049 WOODCOCK DR 200 JACKSONVILLE FL 32207 591021800 501(C)(3) 23371 SUPPORT MISSION Junior Achievement of Kansas 4008 SW HUNTOON ST TOPEKA KS 66604 480731855 501(C)(3) 6127 SUPPORT MISSION Junior Achievement of Kansas City MO 4001 BLUE PKWY 210 KANSAS CITY MO 64130 440604809 501(C)(3) 6858 SUPPORT MISSION Junior Achievement of Knoxville TN 2135 N CHARLES G SEIVERS BLVD CLINTON TN 37716 620810145 501(C)(3) 12737 SUPPORT MISSION Junior Achievement of Lexington KY 2420 SPURR RD 150 LEXINGTON KY 40511 610606480 501(C)(3) 7117 SUPPORT MISSION Junior Achievement of Losa Angeles CA 6250 FOREST LAWN DR LOS ANGELES CA 90068 951799192 501(C)(3) 159968 SUPPORT MISSION Junior Achievement of Louisville KY 1401 W MUHAMMAD ALI BLVD LOUISVILLE KY 40203 610476694 501(C)(3) 36460 SUPPORT MISSION Junior Achievement of Miami FL 301 71ST ST MIAMI BEACH FL 33141 590807486 501(C)(3) 78114 SUPPORT MISSION Junior Achievement of Midland MI 309 E INDIAN ST MIDLAND MI 48640 386081685 501(C)(3) 7117 SUPPORT MISSION Junior Achievement of Naples FL 13241 UNIVERSITY DR FORT MYERS FL 33907 650503084 501(C)(3) 12116 SUPPORT MISSION Junior Achievement of Nashville TN 120 POWELL PL NASHVILLE TN 37204 620582571 501(C)(3) 24601 SUPPORT MISSION Junior Achievement of New Bedford 128 UNION ST NEW BEDFORD MA 02740 043193575 501(C)(3) 21935 SUPPORT MISSION Junior Achievement of New Jersey 360 PEAR BLOSSOM DRIVE EDISON NJ 08837 221774147 501(C)(3) 107323 SUPPORT MISSION Junior Achievement of New Mexico 4700 LINCOLN RD NE ALBUQUERQUE NM 87109 850416889 501(C)(3) 7467 SUPPORT MISSION Junior Achievement of New York NY 420 LEXINGTON AVE NEW YORK NY 10170 133031828 501(C)(3) 419875 SUPPORT MISSION Junior Achievement of Northern California 3003 OAK RD 130 WALNUT CREEK CA 94597 941322179 501(C)(3) 54836 SUPPORT MISSION Junior Achievement of Oklahoma 6947 SOUTH 103RD EAST AVENUE TULSA OK 74146 730757053 501(C)(3) 44001 SUPPORT MISSION Junior Achievement of Orlando FL 2121 CAMDEN RD ORLANDO FL 32803 590972112 501(C)(3) 32881 SUPPORT MISSION Junior Achievement of Peoria IL 508 HIGH POINT LN EAST PEORIA IL 61611 370657600 501(C)(3) 9953 SUPPORT MISSION Junior Achievement of Philadelphia PA 994 OLD EAGLE SCHOOL RD 1014 WAYNE PA 19087 231386172 501(C)(3) 57858 SUPPORT MISSION Junior Achievement of Portland OR 7830 SE FOSTER RD PORTLAND OR 97206 930384007 501(C)(3) 6824 SUPPORT MISSION Junior Achievement of Raleigh NC 4904 WATERS EDGE DR 155 RALEIGH NC 27606 561107715 501(C)(3) 35193 SUPPORT MISSION Junior Achievement of Rhode Island 57 GREENE ST WARWICK RI 02886 050263443 501(C)(3) 71954 SUPPORT MISSION Junior Achievement of Rochester NY 1 S WASHINGTON ST 110 ROCHESTER NY 14614 160956147 501(C)(3) 28906 SUPPORT MISSION Junior Achievement of Sacramento CA 3800 WATT AVE SACRAMENTO CA 95821 946080866 501(C)(3) 17548 SUPPORT MISSION Junior Achievement of San Antonio TX 403 E RAMSEY RD 201 SAN ANTONIO TX 78216 742061852 501(C)(3) 26242 SUPPORT MISSION Junior Achievement of San Diego CA 4756 MISSION GORGE PL SAN DIEGO CA 92120 951727087 501(C)(3) 45372 SUPPORT MISSION Junior Achievement of Seattle WA 1700 WESTLAKE AVE N 100 SEATTLE WA 98109 910604913 501(C)(3) 16202 SUPPORT MISSION Junior Achievement of South Dakota 1000 NORTH WEST AVE SUITE 110 SIOUX FALLS SD 57104 460306352 501(C)(3) 9554 SUPPORT MISSION Junior Achievement of Springfield MA 1500 MAIN ST 217 SPRINGFIELD MA 01103 042088304 501(C)(3) 21691 SUPPORT MISSION Junior Achievement of St Louis MO 17339 N OUTER 40 RD CHESTERFIELD MO 63005 430652112 501(C)(3) 56221 SUPPORT MISSION Junior Achievement of Tampa Bay FL 13707 N 22ND ST TAMPA FL 33613 591098499 501(C)(3) 32242 SUPPORT MISSION Junior Achievement of the Upper Midwest 1745 UNIVERSITY AVE W ST PAUL MN 55104 411424988 501(C)(3) 70678 SUPPORT MISSION Junior Achievement of Utah 515 SOUTH 700 EAST SUITE 1F SALT LAKE CITY UT 84102 870225875 501(C)(3) 99436 SUPPORT MISSION Junior Achievement of WarrenYoungstown OH 1601 MOTOR INN DR 305 GIRARD OH 44420 341714400 501(C)(3) 9261 SUPPORT MISSION Junior Achievement of Washington DC 919 18TH ST NW WASHINGTON DC 20006 540788947 501(C)(3) 25347 SUPPORT MISSION Junior Achievement of West Palm Beach FL 6903 VISTA PKWY N 10 WEST PALM BEACH FL 33411 592333738 501(C)(3) 19915 SUPPORT MISSION Junior Achievement of Wisconsin 11111 W LIBERTY DR MILWAUKEE WI 53224 390826295 501(C)(3) 83028 SUPPORT MISSION Junior Achievement of York PA 610 S GEORGE ST YORK PA 17401 231598129 501(C)(3) 24567 SUPPORT MISSION 74 Schedule I, Part I, Question 2 Organization's procedures for monitoring the use of grant funds: Grants are to US JA offices only. Most of the funding for the grants is provided by donors who place restrictions on the use of the monies. Grant usage requirements vary by donor. The reporting required is submitted to the organization's grant steward or directly to the donor. X X X X X false false false false false false false true false JACK E KOSAKOWSKI PRESIDENT AND CEO 448455 0 66843 0 4356 0 26042 0 20528 0 566224 0 CECIL THIBODEAUX EVP 314360 0 47751 0 4356 0 35782 0 18128 0 420377 0 SUSAN LUU SVP - BUSINESS IMPROVEMENT 238972 0 29270 0 990 0 7390 0 19952 0 296574 0 TIMOTHY GREINERT SVP - DEVELOPMENT 253766 0 23502 0 2838 0 37657 0 24618 0 342381 0 CHRISTINE KUNTZ VP - OPERATIONS 150973 0 0 0 2693 0 15350 0 19870 0 188886 0 JACQUELINE DANT VP - OPERATIONS 148886 0 0 0 928 0 9975 0 23562 0 183351 0 KRIS PONCIROLI VP DONOR RELATIONS AND DEV SVC 138643 0 0 0 847 0 4757 0 21721 0 165968 0 JEANNINE REILLY VP - EDUCATION DELIVERY AND TE 142393 0 0 0 856 0 3105 0 13779 0 160133 0 JEANETTE LEE VP DEVELOPMENT 125607 0 0 0 2174 0 9165 0 18713 0 155659 0 MARY CATHERINE DESROSIERS SVP EDUCATION AND LEARNING 222215 0 23845 0 2606 0 6839 0 728 0 256233 0 HOWARD BARTNER SVP - OPERATIONS 175845 0 16265 0 2090 0 21618 0 23841 0 239659 0 ED GROCHOLSKI SVP - BRAND 220998 0 24071 0 1416 0 8495 0 21995 0 276975 0 LESLIE PIERCE SVP TALENT AND ORGANIZATION DE 211396 0 22420 0 7435 0 19173 0 11729 0 272153 0 STEVE SCHMIDT SVP - OPERATIONS 178114 0 19398 0 2084 0 13323 0 18132 0 231051 0 Schedule J, Part I, Line 7 Description of Non-Fixed Payments: THERE ARE TWO KEY COMPONENTS OF THE EXECUTIVE COMPENSATION PHILOSOPHY OF JA USA: 1. REWARD FOR PERFORMANCE 2. PROVIDE REASONABLE AND COMPETITIVE PAy PACKAGES WITH THOSE OFFERED TO LEADERS OF ORGANIZATIONS COMPARABLE TO JA USA IN TERMS OF SIZE, COMPLEXITY AND MISSION IMPACT. AS PART OF THE REWARD FOR PERFORMANCE THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD OF GOVERNORS HAS ADOPTED THE MANAGEMENT INCENTIVE COMPENSATION PLAN (MIC). MIC IS INTENDED TO STIMULATE AND REWARD RESULTS AND ACHIEVEMENT NECESSARY TO ACCOMPLISH THE MULTIPLE OBJECTIVES OF JA USA'S STRATEGIC PLAN. THE MIC PLAN IS DESIGNED TO: A) MOTIVATE GROWTH IN TOTAL REVENUE AND PROGRAM IMPACT TO ENHANCE SERVICES TO THE COMMUNITY. B) LINK ACCOMPLISHMENT OF THE ORGANIZATION'S MISSION AND OBJECTIVES WITH THE COMPENSATION OF THE ORGANIZATION'S MANAGERS. C) CONTROL COSTS BY PROVIDING VARIABLE COMPENSATION BASED ON PERFORMANCE TO ENHANCE AFFORDABILITY AND OFFERING A COMPETITIVE INCENTIVE AND TOTAL CASH COMPENSATION PROGRAM. D) ENHANCE THE FOCUS, MOTIVATION AND RETENTION OF KEY ORGANIZATIONAL MANAGERS. IN SETTING THE ANNUAL INCENTIVE COMPENSATION OPPORTUNITIES FOR THE MIC FOR EACH EXECUTIVE, THE COMMITTEE TARGETS THE MEDIAN OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR TARGET PERFORMANCE AND THE UPPER QUARTILE OF THE COMPARABLE MARKET DATA FOR THAT EXECUTIVE'S POSITION FOR SUPERIOR PERFORMANCE. THERE IS A CAP ON THE AMOUNT OF INCENTIVE THAT ANY EXECUTIVE CAN EARN FROM THE MIC. THE COMMITTEE USES DISCRETION IN DETERMINING THE LEVEL OR ACHIEVEMENT OF CERTAIN PERFORMANCE MEASUREMENTS. THE COMMITTEE ALSO ANNUALLY EXAMINES THE COMPARABLE MARKET DATA FOR THESE POSITIONS, FOLLOWING THE THREE-STEP GOVERNANCE PROCESS DESCRIBED IN THE REGULATIONS TO SECTION 4958 ON INTERMEDIATE SANCTIONS TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. THE GOVERNORS MAY, IN THEIR SOLE DISCRETION, AND AT ANY TIME, ELECT TO AMEND, SUSPEND, OR TERMINATE THE PLAN. FORM 990, PART VI, SECTION A, LINE 6 DESCRIBE CIRCUMSTANCES FOR HAVING MEMBERS: THE SOLE MEMBER OF THE ORGANIZATION IS JA WORLDWIDE, INC. APPROVAL MUST BE OBTAINED FROM THE MEMBER FOR THE FOLLOWING: - AMENDMENT, MODIFICATION, OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - MERGER, CONSOLIDATION, REORGANIZATION, OR DISSOLUTION OF JUNIOR ACHIEVEMENT USA (JA USA), OR THE SALE, LEASE OR EXCHANGE, OR OTHER DISPOSITION, TRANSFER OR CONVEYANCE OF ALL OF SUBSTANTIALLY ALL OF ITS NET ASSETS; - ANY MATERIAL CHANGE IN ANY CURRENT NONPROFIT PURPOSES AND OBJECTIVES OF JA USA; -ENTERING INTO ANY OPERATING AGREEMENT BETWEEN JA USA AND ANY OF ITS LOCAL AREAS. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE PROCESS TO REVIEW 990: THE FORM 990 IS PREPARED BY OUR EXTERNAL AUDIT FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD. A DRAFT IS SUPPLIED VIA A WEB SITE LINK FOR THE ENTIRE BOARD TO REVIEW BEFORE FILING THE FINAL 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED: A CONFLICT OF INTEREST QUESTIONNAIRE IS SENT VIA EMAIL OR HAND DELIVERED TO INTERESTED PARTIES EACH YEAR REQUESTING VERIFICATION OF POSSIBLE CONFLICTS. IF A CONFLICT IS DISCLOSED IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A DESCRIBE PROCESS FOR DETERMINING COMPENSATION: THE GOVERNANCE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION SUBCOMMITTEE (THE COMMITTEE) OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT (WILLIS TOWERS WATSON), THE COMMITTEE CONSIDERED COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORM 990S OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN THE WRITTEN OPINION OF REASONABLENESS FROM THE INDEPENDENT COMPENSATION CONSULTANT. THIS REVIEW PROCESS IS CONDUCTED ANNUALLY AND WAS LAST DONE IN 2018. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: JUNIOR ACHIEVEMENT, USA MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, PART VII Compensation: Compensation deliberations take into account services provided to the filing organization and its affiliates. Revenue presented in the Form 990 does not include the revenue of the 116 JA area affiliates who are part of the JA USA network that JA USA oversees. In FYE 2018, revenue of all affiliates totaled $321 million. see part vii false true true true false false true false false false false true false false false false false true false SCHEDULE R, PART II, Column A RELATED ORGANIZATIONS: JUNIOR ACHIEVEMENT USA AND ITS US AFFILIATES, MANY OF WHOM ARE INDICATED ON SCHEDULE I, ARE COVERED UNDER A GROUP EXEMPTION AND ARE RELATED FOR SCHEDULE R PURPOSES. RELATED ENTITIES COVERED BY A GROUP EXEMPTION ARE NOT REQUIRED TO BE LISTED ON SCHEDULE R, PART II, HOWEVER, TRANSACTIONS BETWEEN JA USA AND THE RELATED ORGANIZATIONS ARE INDICATED ON SCHEDULE R, PART V, LINE 1.