2025-11-10T13:30:47-05:00 2025-06-30 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2024-07-01 840430495 JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC JUNI 3032606294 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 ROBIN WISE PRESIDENT/CEO 3032606294 2025-11-10 true true KRISTIN CALDER P01720813 3035345953 2025-11-10 2024 2025-03-06 01:10:19Z ROBIN WISE 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 8090878 false X WWW.JAROCKYMOUNTAIN.ORG X 1950 CO THE MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO EMBRACE FREE ENTERPRISE AND SUCCEED IN A GLOBAL ECONOMY. 74 74 46 2752 42753 31949 6511512 7163932 0 116617 224015 90759 98314 6718888 7486261 0 0 3131287 3438131 0 881342 2149101 2156760 5280388 5594891 1438500 1891370 23628494 24516940 2079818 1091108 21548676 23425832 X 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. true false 3948812 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. PROVIDED FINANCIAL RESPONSIBILITY, ENTREPRENEURSHIP AND CAREER READINESS PROGRAMS TO ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS IN METRO DENVER, NORTHERN COLORADO, SOUTHERN WYOMING, AND IN OUR MOUNTAIN COMMUNITIES. PROGRAMS INCLUDE: TEACHING STUDENTS FINANCIAL LITERACY BY GIVING THEM THE OPPORTUNITY TO PARTICIPATE IN A STOCK MARKET GAME THAT TAUGHT THEM ABOUT INVESTING THEIR MONEY; GIVING MIDDLE AND HIGH SCHOOL STUDENTS A CHANCE TO LEARN HOW TO BUDGET THEIR MONEY GIVEN REAL-LIFE SCENARIOS WHERE THEY LEARNED HOW TO LIVE ON A BUDGET AND MAKE THE TYPES OF DECISIONS ADULTS MAKE; AND TAKING FINANCIAL LITERACY, ENTREPRENEURSHIP, AND CAREER READINESS PROGRAMS INTO K-12 CLASSROOMS IN COLORADO AND WYOMING. 3948812 true true false false false true false false false true true true false false true false false true false false false false false false true false false false false true false false false false false false false false true false false false true false false false false true 26 0 true 46 true true true false false false false true true false false false false false false X 74 74 false false true false false false false true true false true true true true true true true true true true false CO X 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7486261 42753 279576 1032783 530260 301502 201021 1866570 1392467 165658 308445 107716 69908 16588 21220 208997 155158 13969 39870 222065 149006 35308 37751 2584 2584 41400 41400 13149 13149 86247 60609 8972 16666 42043 35568 653 5822 45291 29932 6289 9070 197327 130587 27470 39270 210530 138950 29474 42106 56357 40660 6350 9347 12001 7921 1680 2400 280791 280791 586948 387385 82173 117390 48389 40137 3398 4854 OTHER PROGRAM RELATED 448806 448806 BANK FEES 43352 33083 4228 6041 BAD DEBT EXPENSE 15900 795 15105 PAYROLL ADMIN EXPENSE 12195 6638 2556 3001 13450 10151 1336 1963 5594891 3948812 764737 881342 21696 56373 1984172 2591827 1403682 1384955 4355 8068 118472 180144 21073502 2177168 18808131 18896334 1146362 1338955 38472 103152 60284 23628494 24516940 479633 627472 302155 403352 1194878 103152 60284 2079818 1091108 X 19857226 21525240 1691450 1900592 21548676 23425832 23628494 24516940 1891370 -14214 X X false true X true false X 3561024 9917336 6237343 6511512 7163932 33391147 3561024 9917336 6237343 6511512 7163932 33391147 2963367 30427780 200033 55584 62028 157897 174304 649846 4627 28127 43435 76189 9540 9543 10242 29325 34146507 604617 0.89110 0.89640 X PART II, LINE 10 29,325 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 1146362 144759 114078 54379 11865 1338955 1112367 101740 57047 10698 1146362 1107635 82203 66827 10644 1112367 1353993 -175792 58309 12257 1107635 1173676 251178 59068 11793 1353993 1.00000 true false 1460858 1460858 17280018 977397 16302621 1468185 1064026 404159 864441 135745 728696 18896334 ENDOWMENT 1338955 F 1338955 OPERATING LEASE LIABILITY 60284 60284 7458898 -14214 -14214 7473112 13149 13149 7486261 5581742 5581742 13149 13149 5594891 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE ENDOWMENT FUND IS TO IMPLEMENT THE ORGANIZATION'S PROGRAMS IN COLORADO. CO BUSINESS HAL 657450 410294 247156 650 3354 140247 458 81191 21256 GOLF TOURNAMENT 465623 226261 239362 95403 74345 33740 8511 27362 4 544132 426033 118099 3224 67060 27172 198 20446 1667205 1062588 604617 650 101981 281652 61370 89900 69064 604617 X X X false false false true false true false false false ROBIN WISE PRESIDENT/CEO 285699 35000 7080 16035 9324 353138 KRISTI SHAFFER CDO 206859 20000 11343 4123 242325 RACHEL TIBBETTS COO 154458 10000 5395 9317 179170 SCHEDULE J, PAGE 1, PART I, LINE 5A JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC. PAYS DEFERRED COMPENSATION/BONUS EACH YEAR ONLY IF THE EXECUTIVE COMMITTEE OF 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. SCHEDULE J, PAGE 1, PART I, LINE 6A POLICY IS CONSISTENT WITH THE EXPLANATION ABOVE FOR PART I, LINE 5A. X 1 144759 X 100 96168 false false false FORM 990 - ORGANIZATION'S MISSION 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. FORM 990, PAGE 2, PART III, LINE 2 AS OF SEPTEMBER 1, 2024, JUNIOR ACHIEVEMENT ACQUIRED COLORADO COUNCIL ON ECONOMIC EDUCATION D/B/A ECONOMIC LITERACY COLORADO (ELC), A COLORADO NONPROFIT ORGANIZATION. ELC PROVIDED EDUCATION PROGRAMS AND SERVICES FOR COLORADO K-12 TEACHERS TO IMPROVE ECONOMIC EDUCATION AND PERSONAL FINANCIAL LITERACY, PROVIDED PERSONAL FINANCIAL LITERACY CURRICULUM RESOURCES, AND PROVIDED SERVICES DIRECTLY TO COLORADO K-12 STUDENTS. THE PROGRAMS OFFERED BY ELC WERE INCORPORATED INTO THE PROGRAMS PROVIDED BY JUNIOR ACHIEVEMENT. FORM 990, PAGE 2, PART III, LINE 4A JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. PROVIDED FINANCIAL RESPONSIBILITY, ENTREPRENEURSHIP AND CAREER READINESS PROGRAMS TO ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS IN METRO DENVER, NORTHERN COLORADO, SOUTHERN WYOMING, AND IN OUR MOUNTAIN COMMUNITIES. PROGRAMS INCLUDE: TEACHING STUDENTS FINANCIAL LITERACY BY GIVING THEM THE OPPORTUNITY TO PARTICIPATE IN A STOCK MARKET GAME THAT TAUGHT THEM ABOUT INVESTING THEIR MONEY; GIVING MIDDLE AND HIGH SCHOOL STUDENTS A CHANCE TO LEARN HOW TO BUDGET THEIR MONEY GIVEN REAL-LIFE SCENARIOS WHERE THEY LEARNED HOW TO LIVE ON A BUDGET AND MAKE THE TYPES OF DECISIONS ADULTS MAKE; AND TAKING FINANCIAL LITERACY, ENTREPRENEURSHIP, AND CAREER READINESS PROGRAMS INTO K-12 CLASSROOMS IN COLORADO AND WYOMING. FORM 990, PAGE 6, PART VI PER THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO MAKE DECISIONS ON THE BOARD'S BEHALF IN BETWEEN BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 4 THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED AND RESTATED AS OF DECEMBER 1, 2024. FORM 990, PAGE 6, PART VI, LINE 11B DRAFT COPIES OF THE FORM 990, INCLUDING ALL REQUIRED SCHEDULES, ARE PROVIDED TO THE BOARD FINANCE AND AUDIT COMMITTEE TO REVIEW. A DRAFT VERSION EXCLUDING SCHEDULE B IS MADE AVAILABLE TO THE REMAINDER OF THE 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. FORM 990, PAGE 6, PART VI, 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. 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. JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC. REQUIRES ANNUAL WRITTEN DISCLOSURE OF POTENTIAL CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A JA USA AND JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC, IN PARTNERSHIP WITH WILLIS TOWERS WATSON, USES THE CAREER & COMPENSATION FRAMEWORK TO EFFECTIVELY OPTIMIZE CAREER AND COMPENSATION OPPORTUNITIES FOR EMPLOYEES AND TO ALIGN WITH MARKET BEST PRACTICES. AS PART OF THIS FRAMEWORK, A NEW APPROACH AND METHODOLOGY IS BEING USED TO DEVELOP JA AREA PRESIDENT SALARY RANGES. THIS APPROACH CAN BE DEFINED AS A "MARKET-BASED-APPROACH" THAT IS ANCHORED IN MARKET COMPETITIVENESS AND CLOSELY CORRELATED WITH EACH JA AREA'S SIZE AND LOCATION. EACH YEAR JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC.'S BOARD CHAIR RECEIVES THE 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. FORM 990, PAGE 6, PART VI, LINE 15B FOR ALL OTHER POSITIONS, JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC. USES CAREER AND COMPENSATION FRAMEWORK DATA, AND EMPLOYEE PERFORMANCE INFORMATION TO DETERMINE COMPENSATION, AND THE PROPOSED SALARIES ARE APPROVED BY THE EXECUTIVE COMMITTEE ANNUALLY. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED. FORM 990, PAGE 6, PART VI, 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, PAGE 12, PART XII, LINE 2C THERE WAS NO CHANGE TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. JA FREE ENTERPRISE CENTER LLC 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 840430495 EDUCATION CO 17763480 JARMI