2015-02-12T12:44:19-06:00 2014-06-30 571021392 SCOTT AND COMPANY LLC PO BOX 8388 COLUMBIA SC 29202 990 2013-07-01 570547967 JUNIOR ACHIEVEMENT OF UPSTATE SOUTH CAROLINA INC JUNI 8642444017 530 HOWELL RD NO 103 GREENVILLE SC 29615 CONNIE LANZL PRESIDENT 8642444017 2015-02-12 1 JOHN M PRICE JR P00100665 8032566021 2013 2016-03-07 17:11:31Z CONNIE LANZL 530 HOWELL RD GREENVILLE SC 29615 292712 0 1116 X WWW.JAUPSTATESC.ORG X 1968 SC OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS. 33 33 7 299 0 0 215122 156211 0 0 1396 5994 93377 101114 309895 263319 0 0 0 0 193996 202244 0 0 18497 121174 127931 315170 330175 -5275 -66856 318092 284755 35834 34486 282258 250269 X OUR MISSION IS TO INSPIRE, PREPARE, AND EMPOWER YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS BY DELIVERING EXPERIENTIAL PROGRAMS FOCUSED ON ACHIEVING FINANCIAL LITERACY, DEVELOPING ENTREPRENEURSHIP, AND TEACHING WORKFORCE READINESS SKILLS. 0 0 177492 ELEMENTARY SCHOOL: 224 CLASSES INVOLVING APPROXIMATELY 4,716 KINDERGARTEN THROUGH FIFTH GRADE STUDENTS WERE TAUGHT BY 205 VOLUNTEERS. THE PROGRAMS DELIVERED SIX SEQUENTIAL THEMES INCORPORATING THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. EACH PROGRAM IS COMPRISED OF FIVE 30-45 MINUTE SESSIONS. 58570 MIDDLE SCHOOL: 74 CLASSES INVOLVING APPROXIMATELY 1,560 SIXTH THROUGH EIGHTH GRADE STUDENTS WERE TAUGHT BY 73 VOLUNTEERS. MIDDLE SCHOOL JA PROGRAMS REINFORCE THE VALUE OF WORKFORCE READINESS, ENTREPRENEURSHIP, AND FINANCIAL LITERACY. STUDENTS ARE INTRODUCED TO MANY ECONOMIC CONCEPTS AND USEFUL FACTS ABOUT THE WORKING WORLD. THE CLASSES HELP THESE STUDENTS MAKE DIFFICULT DECISIONS ABOUT HOW TO BEST PREPARE FOR THEIR EDUCATIONAL AND PROFESSIONAL FUTURE. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA AND DEVELOP COMMUNICATION SKILLS THAT ARE ESSENTIAL TO SUCCESS IN THE BUSINESS WORLD. EACH PROGRAM IS COMPRISED OF SIX 45-60 MINUTE SESSIONS. 37003 HIGH SCHOOL: 47 CLASSES INVOLVING APPROXIMATELY 846 NINTH THROUGH TWELFTH GRADE STUDENTS WERE TAUGHT BY 33 VOLUNTEERS. AS HIGH SCHOOL STUDENTS BEGIN TO POSITION THEMSELVES FOR THEIR FUTURE, THERE ARE MANY UNANSWERED QUESTIONS ABOUT WHAT LIES AHEAD. JUNIOR ACHIEVEMENT HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR ACADEMIC AND ECONOMIC CHOICES, AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. WITH A RANGE OF DIFFERENT PROGRAMS, JUNIOR ACHIEVEMENT TEACHES ABOUT CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY, AND WORK READINESS. THE VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. PROGRAMS ARE TYPICALLY COMPRISED OF FIVE TO SEVEN CLASS PERIODS (60 MINUTES). 273065 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 7 0 0 0 0 0 1 1 1 1 0 0 X 33 33 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X CONNIE LANZL 8642444017 530 HOWELL RD SUITE 103 GREENVILLE SC 29615 STEVE ABERNATHY INDIVIDUAL TRUSTEE 0.50 X 0 0 0 JOHN ASHFORD INDIVIDUAL TRUSTEE 0.50 X 0 0 0 STEVE BARBATO INDIVIDUAL TRUSTEE 0.50 X 0 0 0 REGINA BOSTON INDIVIDUAL TRUSTEE 0.50 X 0 0 0 JAY BLANKENSHIP INDIVIDUAL TRUSTEE 0.50 X 0 0 0 ELIZABETH GARRISON-RASOR INDIVIDUAL TRUSTEE 0.50 X 0 0 0 TAMMY HARRISON INDIVIDUAL TRUSTEE 0.50 X X 0 0 0 JUDY HODGES INDIVIDUAL TRUSTEE 0.50 X 0 0 0 BRIAN HUNGERFORD INDIVIDUAL TRUSTEE 0.50 X X 0 0 0 GARY BERNARDEZ INDIVIDUAL TRUSTEE 0.50 X 0 0 0 LISA LANZ INDIVIDUAL TRUSTEE 0.50 X 0 0 0 BELINDA MAREE INDIVIDUAL TRUSTEE 0.50 X 0 0 0 GREG CANTRELL INDIVIDUAL TRUSTEE 0.50 X 0 0 0 STEPHANIE MATHIS INDIVIDUAL TRUSTEE 0.50 X 0 0 0 FRANK STAROSTO INDIVIDUAL TRUSTEE 0.50 X X 0 0 0 DAVID WATSON INDIVIDUAL TRUSTEE 0.50 X X 0 0 0 ANNE PRESSLEY INDIVIDUAL TRUSTEE 0.50 X 0 0 0 CARLA WHITLOCK INDIVIDUAL TRUSTEE 0.50 X 0 0 0 STEPHANIE RYALS INDIVIDUAL TRUSTEE 0.50 X 0 0 0 ROBYN YARBOROUGH INDIVIDUAL TRUSTEE 0.50 X 0 0 0 JENNIFER CASH INDIVIDUAL TRUSTEE 0.50 X 0 0 0 SHARON DAY INDIVIDUAL TRUSTEE 0.50 X 0 0 0 MATT DUNBAR INDIVIDUAL TRUSTEE 0.50 X 0 0 0 HENRY DUPRE INDIVIDUAL TRUSTEE 0.50 X X 0 0 0 PERRY FARR INDIVIDUAL TRUSTEE 0.50 X 0 0 0 JESSICA HATCHELL INDIVIDUAL TRUSTEE 0.50 X 0 0 0 JASON LARSON INDIVIDUAL TRUSTEE 0.50 X 0 0 0 ERIN MAUGHON INDIVIDUAL TRUSTEE 0.50 X 0 0 0 ANITA NELSON INDIVIDUAL TRUSTEE 0.50 X 0 0 0 DONALD OATES INDIVIDUAL TRUSTEE 0.50 X 0 0 0 WENDY WALDEN INDIVIDUAL TRUSTEE 0.50 X 0 0 0 ANDREA WILCOX INDIVIDUAL TRUSTEE 0.50 X 0 0 0 DORIS WOFFORD INDIVIDUAL TRUSTEE 0.50 X 0 0 0 CONNIE LANZL PRESIDENT 50.00 X 69900 0 0 69900 0 0 0 0 0 0 0 23633 132578 156211 641 641 5353 0 5353 5353 5353 130507 29393 101114 101114 263319 5353 0 101755 69900 57458 7969 4473 108999 89597 12425 6977 23345 19190 2661 1494 20300 10150 10150 3424 1712 1712 2151 2151 5885 5205 640 40 13200 10850 1505 845 3940 3546 394 117 97 13 7 1630 1340 186 104 PROGRAM MATERIALS 34642 34642 LICENSE FEES 24605 24605 TELEPHONE 6711 5516 765 430 COPIER EXPENSE 4329 3558 494 277 6997 3448 93 3456 330175 273065 38613 18497 137725 79547 43602 44026 1922 1516 16659 16654 122 5 46878 60394 87843 99267 318092 284755 23584 20486 12250 14000 35834 34486 X 282258 250269 282258 250269 318092 284755 -66856 19071 15796 0 X 0 1 X 1 0 X 214439 191576 271631 215122 156211 1048979 214439 191576 271631 215122 156211 1048979 268177 780802 3305 3603 1206 762 641 9517 1058496 0.73770 0.76210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16659 16654 5 5 OTHER ASSETS 5400 RENT DEPOSIT 1100 DUE FROM COMMUNITY FOUNDATIONS 92767 99267 298186 19071 15796 34867 263319 0 263319 330175 0 330175 0 330175 GOLF 42324 42324 315 7424 1404 2091 BOWLING 41162 41162 660 1904 392 4133 2 47021 47021 6750 832 1965 768 755 130507 130507 6750 1807 11293 2564 6979 29393 101114 FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT 990 IS FIRST REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE. AFTER THIS, THE DRAFT 990 IS REVIEWED IN THE FOLLOWING ORDER: THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE AND FINALLY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH YEAR EACH DIRECTOR IS REQUIRED TO DOCUMENT ANY POSSIBLE CONFLICTS OF INTEREST THEY MAY HAVE WITH THE ORGANIZATION. THE DOCUMENTATION IS REVIEWED BY THE PRESIDENT AND BOARD CHAIRMAN IF FURTHER REVIEW IS DEEMED NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 JUNIOR ACHIEVEMENT USA PROVIDES COMPARABLE PRESIDENT'S COMPENSATION INFORMATION TO THE BOARD CHAIRMAN. THE BOARD CHAIRMAN THEN CONFERS WITH THE EXECUTIVE COMMITTEE. JUNIOR ACHIEVEMENT USA ALSO PROVIDES COMPARABLE EMPLOYEE COMPENSATION TO THE PRESIDENT, WHO THEN PROVIDES SUGGESTED SALARIES FOR OTHER EMPLOYEES TO THE BOARD CHAIRMAN. AGREED UPON SALARIES ARE THEN INCORPORATED INTO THE BUDGET REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR OTHER RELATED DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT THIS TIME.