2016-11-10T10:22:58-06:00 2016-06-30 HEIN & ASSOCIATES LLP 1999 BROADWAY SUITE 4000 DENVER CO 80202 990 2015-07-01 840430495 Junior Achievement - Rocky Mountain Inc % LOIS LEIDICH-ROSS JUNI 3035345252 1445 Market Suite 200 Denver CO 80202 ROBIN WISE President & CEO 3035345252 2016-11-15 true Mira J Fine P00232685 3032989600 2015 2017-02-10 21:41:12Z ROBIN WISE 1445 Market Suite 200 Denver CO 80202 4691957 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. 67 67 46 5960 0 4054697 4209919 0 0 20145 -25550 -383021 -110312 3691821 4074057 0 0 0 0 1945477 2287364 0 0 664546 1668519 1797477 3613996 4084841 77825 -10784 4505197 4537395 535069 578051 3970128 3959344 Junior Achievement-Rocky Mountain, Inc. (JA) is critical for inspiring and preparing young people to own their economic success. In partnership with business and educators, JA immerses students in disruptive, real-world experiences, challenging their assumptions through mentor-led applied learning experiences. false false 3191912 1500 Junior Achievement-Rocky Mountain, Inc. provided financial responsibility, entrepreneurship and career readiness programs to 134,370 elementary, middle and high school students in Metro Denver, Northern Colorado, Southern Wyoming and in our mountain communities. 3191912 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 true false true false false false false true false false false true 19 0 46 true false false false false false true true false false false false false X 67 67 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 X Steve Kinsley Chair 1.0 X 0 0 0 Chris Harr Immediate Past Chair 1.0 X 0 0 0 Jon Robinson Treasurer 1.0 X 0 0 0 Jeff Allen Board Member 1.0 X 0 0 0 Greg Anton BOARD MEMBER 1.0 X 0 0 0 Ed Balcerzak Board Member 1.0 X 0 0 0 Shawn Barker BOARD MEMBER 1.0 X 0 0 0 Daniel Benel BOARD MEMBER 1.0 X 0 0 0 Beth Boettcher BOARD MEMBER 1.0 X 0 0 0 Sheryl Bollinger BOARD MEMBER 1.0 X 0 0 0 Tim Brossart Board Member 1.0 X 0 0 0 Mike Burns BOARD MEMBER 1.0 X 0 0 0 Toti Cadavid Board Member 1.0 X 0 0 0 Mark Carleton Board Member 1.0 X 0 0 0 Pete Casillas BOARD MEMBER 1.0 X 0 0 0 John Casper Board Member 1.0 X 0 0 0 Brent Chrite Board Member 1.0 X 0 0 0 Bob Clark BOARD MEMBER 1.0 X 0 0 0 Carrie Damon BOARD MEMBER 1.0 X 0 0 0 Richard Daniele Board Member 1.0 X 0 0 0 Angela Davidson BOARD MEMBER 1.0 X 0 0 0 Lori Davis Board Member 1.0 X 0 0 0 Doug Dell Board Member 1.0 X 0 0 0 Allison Farish Board Member 1.0 X 0 0 0 Al Fialkovich Board Member 1.0 X 0 0 0 JD Fielder BOARD MEMBER 1.0 X 0 0 0 Darrin Foster Board Member 1.0 X 0 0 0 John Freyer Jr Board Member 1.0 X 0 0 0 Chris Gdowski BOARD MEMBER 1.0 X 0 0 0 Marcelo Godoy Board Member 1.0 X 0 0 0 Todd Grover BOARD MEMBER 1.0 X 0 0 0 Tom Heisroth BOARD MEMBER 1.0 X 0 0 0 Ryan Helmer BOARD MEMBER 1.0 X 0 0 0 Darice Henritze BOARD MEMBER 1.0 X 0 0 0 Kate Ives BOARD MEMBER 1.0 X 0 0 0 Kevin Kelley Board Member 1.0 X 0 0 0 Robin Krakowsky Board Member 1.0 X 0 0 0 Todd Lindenbaum BOARD MEMBER 1.0 X 0 0 0 Sharon Linhart BOARD MEMBER 1.0 X 0 0 0 Kathleen Lutito BOARD MEMBER 1.0 X 0 0 0 Kevin Manzo Board Member 1.0 X 0 0 0 Dave Markham Board Member 1.0 X 0 0 0 Rafael Martinez-Chapman BOARD MEMBER 1.0 X 0 0 0 Matt McConnell Board Member 1.0 X 0 0 0 Charles McDaniel Board Member 1.0 X 0 0 0 Brian McDonald BOARD MEMBER 1.0 X 0 0 0 Ned Minor Board Member 1.0 X 0 0 0 Matt Most Board Member 1.0 X 0 0 0 Bill Munn BOARD MEMBER 1.0 X 0 0 0 Ed Nekritz BOARD MEMBER 1.0 X 0 0 0 Justin Prochnow BOARD MEMBER 1.0 X 0 0 0 A Wade Pursell BOARD MEMBER 1.0 X 0 0 0 Mark Reilly Board Member 1.0 X 0 0 0 Jodi Rolland BOARD MEMBER 1.0 X 0 0 0 Sandy Rothe Board Member 1.0 X 0 0 0 Kevin Sachs BOARD MEMBER 1.0 X 0 0 0 Richard Schultz Board Member 1.0 X 0 0 0 Aaron Todd BOARD MEMBER 1.0 X 0 0 0 Jim Vaughn BOARD MEMBER 1.0 X 0 0 0 Tim Walsh BOARD MEMBER 1.0 X 0 0 0 Harris White BOARD MEMBER 1.0 X 0 0 0 Eric Wolf BOARD MEMBER 1.0 X 0 0 0 Cleve Wortham Board Member 1.0 X 0 0 0 Rebecca Cordes Board Member 1.0 X 0 0 0 Gary Lutz Board Member 1.0 X 0 0 0 Jim Wilson Board Member 1.0 X 0 0 0 Paul Thompson Board Member 1.0 X 0 0 0 Kristi Shaffer Executive Vice President 40.0 0.0 X 181931 0 10512 Robin Wise President & CEO 40.0 0.0 X 240034 0 23534 421965 0 34046 2 false true false The Chamber Building Condominium As 1445 Market Street DENVER CO 80202 Facility Maintenance 398977 Hyatt Regency Denver Convention Cen 650 15th Street DENVER CO 80202 Event Venue 118644 2 X 1477768 2732151 235717 4209919 0 -25750 -25750 0 0 187565 138833 48732 0 48732 48732 20134 19934 200 200 200 287851 1477768 459133 -171282 -125832 0 0 BOARD MEETING REIMBURSMENT 8326 8326 MISCELLANEOUS INCOME 3912 3912 12238 4074057 -90412 X 0 0 0 0 427874 290251 36014 101609 0 1530327 1039400 128467 362460 72952 42848 5860 24244 108331 73487 9118 25726 147880 99574 13188 35118 0 0 27950 27950 0 0 0 36762 25611 3276 7875 45438 35874 9564 95719 83855 1545 10319 38895 34288 1559 3048 0 81026 43205 9679 28142 0 0 0 0 95363 95363 263687 203278 16561 43848 7418 6676 148 594 PROGRAM SERVICES 1105219 1090252 2968 11999 4084841 3191912 228383 664546 X 1046660 1131117 0 0 294560 223690 134822 165449 0 0 0 0 0 0 0 0 41402 99796 3525535 1781637 1726269 1743898 1217607 1131042 0 0 43877 42403 0 0 0 0 4505197 4537395 282466 309317 0 0 249861 256533 0 0 0 0 0 0 0 0 0 0 2742 12201 535069 578051 X 2403085 2499416 349436 328886 1217607 1131042 3970128 3959344 4505197 4537395 -10784 X false true X true false X 3619340 3891252 4301071 4054697 4209919 20076279 234728 268365 231380 211865 287851 1234189 0 0 0 3854068 4159617 4532451 4266562 4497770 21310468 664277 616219 580998 568404 486335 2916233 0 664277 616219 580998 568404 486335 2916233 18394235 130074 284148 319548 163272 161815 1058857 0 130074 284148 319548 163272 161815 1058857 0 0 3984142 4443765 4851999 4429834 4659585 22369325 0.82230 0.80366 0.04734 0.04762 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1500 42403 true true 1217607 0 -15657 59856 11052 1131042 1260939 0 30625 62190 11767 1217607 1156330 0 175733 59495 11629 1260939 1070341 4000 147490 54608 10893 1156330 1064961 2305 13562 10282 1070546 1.00000 true false 724437 603700 120737 1724748 465896 1258852 368930 145214 223716 707420 566827 140593 1743898 0 DEPOSITS 12201 12201 4080765 147217 165542 312759 3768006 306051 306051 4074057 4064840 147217 138833 286050 3778790 306051 306051 4084841 Audit/Tax Revenue and Expense Reconciliation Other revenue included on books not on return: Decrease in Endowment netted on return 26,709 Rental Expenses netted on return 138,833 Other revenue included on return not on books: Fundraising indirect expenses netted on books 306,051 Other expenses included on books but not on return: Rental expenses netted on return 138,833 Other expenses included on return but not on books: Fundraising indirect expenses netted on books 306,051 Purpose of Endowment Funds The purpose of the endowment fund is to implement the Organization's programs in Colorado. Bowl-a-Thon 1171596 1027931 143665 195025 Golf Metro 496445 355008 141437 239670 3 97578 94828 2750 24438 1765619 1477767 287852 459133 459133 -171281 X X X false false false true false true false false false Kristi Shaffer Executive Vice President 161116 17000 3815 0 0 181931 0 Robin Wise President & CEO 195576 35000 9458 0 0 240034 0 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. JEFF WISE SON OF OFFICER 36777 WAGES false X 4 390 FMV X 24 19166 FMV X Airfair 4 12000 FMV X Various Classes 10 2158 FMV X Furniture 2 3288 FMV X Various Gift Certificates 72 61365 FMV X Golf 13 6171 FMV X Inspiration Reception 2 8159 FMV X Various Memberships 3 820 FMV X Miscellaneous 9 2440 FMV X NOOKs 1 9599 FMV X Posters 1 8700 FMV X Various Subscriptions 4 2486 FMV X Various Supplies 3 20600 FMV X Tablets 1 2100 FMV X Tickets - Avalanche 4 1243 FMV X Tickets - Broncos 6 5663 FMV X Tickets - Misc 16 1244 FMV X Tickets - Sports 4 3300 FMV X Tickets - Nuggets 3 3420 FMV X Tikcets - Rockies 7 5780 FMV X Tickets - Various Shows/Concerts 16 16270 FMV X Vacation Packages 27 29066 FMV X Wine 20 3724 FMV X Workshop 1 6564 FMV false true false 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 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 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 Draft copies of the form 990 are provided to the board Finance and Audit Committee to review prior to distributing the final form 990 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, review the draft return, and determine it is appropriately filed. We have taken those steps with our Audit and Finance committee. JUNIOR ACHIEVEMENT USA 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 true false false true true true false