2014-11-11T09:43:31-06:00 2014-06-30 HEIN & ASSOCIATES LLP 1999 BROADWAY SUITE 4000 DENVER CO 80202 990 2013-07-01 840430495 Junior Achievement - Rocky Mountain Inc % LOIS LEIDICH-ROSS JUNI 3035345252 1445 Market Suite 200 Suite Denver CO 80202 Robin Wise CEO 3036287371 2014-10-31 true Mira J Fine P00232685 3036287371 2014-10-31 2013 2015-11-30 17:44:51Z 4739118 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. 71 71 46 5470 0 3958007 4301071 0 0 136836 49753 -365643 -365165 3729200 3985659 0 0 0 0 1875674 1879241 0 0 357327 1464648 1545098 3340322 3424339 388878 561320 3711706 4238590 380723 346287 3330983 3892303 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC.'S MISSION IS TO INSPIRE AND PREPARE YOUNG PEOPLE TO EMBRACE FREE ENTERPRISE AND SUCCEED IN A GLOBAL ECONOMY. false false 2923900 1000 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. IS A LOCAL NON-PROFIT ORGANIZATION THAT PROVIDES YOUNG PEOPLE WITH LESSONS IN FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORKFORCE READINESS. 2923900 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 3 0 46 true false false false false false true true false false false false false X 71 71 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 Christopher Harr Chair 1.0 X 0 0 0 Jon Robinson Treasurer 1.0 X 0 0 0 Brian Addy IMMEDIATE PAST CHAIR 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 Scott Bemis Board Member 1.0 X 0 0 0 Daniel Benel BOARD MEMBER 1.0 X 0 0 0 Tony Best BOARD MEMBER 1.0 X 0 0 0 Beth Boettcher BOARD MEMBER 1.0 X Tim Brossart BOARD MEMBER 1.0 X Mike Burns Board Member 1.0 X Toti Cadavid BOARD MEMBER 1.0 X Mark Carleton BOARD MEMBER 1.0 X John Casper BOARD MEMBER 1.0 X Rebecca Cordes BOARD MEMBER 1.0 X Carrie Damon BOARD MEMBER 1.0 X Angela Davidson BOARD MEMBER 1.0 X Lori Davis Board Member 1.0 X Steve Davis BOARD MEMBER 1.0 X Tony Denovellis BOARD MEMBER 1.0 X Kevin Dundon BOARD MEMBER 1.0 X Darrin Foster BOARD MEMBER 1.0 X John Freyer Jr Board Member 1.0 X John Gallagher Board Member 1.0 X Sean Gallagher BOARD MEMBER 1.0 X Chris Gdowski BOARD MEMBER 1.0 X Grant George BOARD MEMBER 1.0 X Tom Heisroth BOARD MEMBER 1.0 X Darice Henritze BOARD MEMBER 1.0 X Chris Howson BOARD MEMBER 1.0 X Kate Ives BOARD MEMBER 1.0 X Kevin Kelley BOARD MEMBER 1.0 X Steven Kinsley BOARD MEMBER 1.0 X Robin Krakowsky Board Member 1.0 X Sharon Linhart BOARD MEMBER 1.0 X Gary Lutz BOARD MEMBER 1.0 X Kevin Manzo BOARD MEMBER 1.0 X Dave Markham Board Members 1.0 X Joe Maslowski BOARD MEMBER 1.0 X Don McClure BOARD MEMBER 1.0 X Matt McConnell Board Member 1.0 X Charles McDaniel BOARD MEMBER 1.0 X Ajay Menon Board Member 1.0 X John Messall BOARD MEMBER 1.0 X Tim Meyer Board Member 1.0 X Laura Mildenberger BOARD MEMBER 1.0 X Ned Minor BOARD MEMBER 1.0 X Scott Moore BOARD MEMBER 1.0 X Bill Munn BOARD MEMBER 1.0 X Ed Nekritz BOARD MEMBER 1.0 X Laurinda Pang BOARD MEMBER 1.0 X Charles Patti BOARD MEMBER 1.0 X Justin Prochnow BOARD MEMBER 1.0 X Victoria Quintana BOARD MEMBER 1.0 X Mark Reilly BOARD MEMBER 1.0 X Jenifer Robertson BOARD MEMBER 1.0 X Jodi Rolland Board Member 1.0 X Sandy Rothe BOARD MEMBER X Katrina Salem BOARD MEMBER X Richard Schultz BOARD MEMBER X Judson Snyder BOARD MEMBER X Brian Sweeney BOARD MEMBER X Paul Thompson BOARD MEMBER X Ron Tilton BOARD MEMBER X Aaron Todd BOARD MEMBER X Jim Vaughn BOARD MEMBER X William Waldheim BOARD MEMBER X Tim Walsh BOARD MEMBER X Bill Waters BOARD MEMBER 1.0 X Harris White President 1.0 X Kristi Shaffer Senior Vice President 40.0 X 153506 0 0 Robin Wise President 40.0 X 199632 0 0 353138 0 0 2 false true false Denver Metro Chamber of Commerce 1445 market Street DENVER CO 80202 Event partner 153265 Junior Achievement USA 1 Education Way COLORADO SPRINGS CO 80906 National Partner 532626 2 X 1288934 3012137 197229 4301071 0 166833 166833 0 0 152714 147813 4901 0 4901 4901 -117080 -117080 231380 1288934 605646 -374266 -374266 0 0 BOARD MEETING REIMBURSMENT 4200 4200 4200 3985659 4200 -319612 0 0 0 0 353138 269188 24544 59406 0 1526103 1163306 106069 256728 0 0 0 0 0 0 0 0 0 0 0 72195 55754 3884 12557 0 0 0 0 0 0 0 81039 81039 158314 149096 4618 4600 0 PROGRAM SERVICES 1038530 1029273 1384 7873 ADMINISTRATIVE EXPENSES 156565 145726 2613 8226 FUNDRAISING EXPENSES 37120 29317 0 7803 CONTRACTORS 335 201 0 134 1000 1000 3424339 2923900 143112 357327 1113825 1349360 121068 121326 155233 226576 167662 120779 0 0 0 0 0 0 0 0 53838 63510 2367959 1317203 897451 1050756 1156330 1260939 0 0 46299 45344 0 0 0 0 3711706 4238590 331981 318545 0 0 46000 25000 0 0 0 0 0 0 0 0 0 0 2742 2742 380723 346287 X 1829821 2209445 344832 421919 1156330 1260939 3330983 3892303 3711706 4238590 561320 X false true X true false X 2791569 3636553 3619340 3891252 4301071 18239785 0 219230 173756 234728 268365 231380 1127459 0 0 3010799 3810309 3854068 4159617 4532451 19367244 291021 790473 664277 616219 580998 2942988 0 291021 790473 664277 616219 580998 2942988 16424256 175842 134202 130074 284148 319548 1043814 0 175842 134202 130074 284148 319548 1043814 0 0 3186641 3944511 3984142 4443765 4851999 20411058 0.80467 0.81282 0.05114 0.04849 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1000 45344 true true 1156330 0 175733 59495 11629 1260939 1070341 4000 147490 54608 10893 1156330 1064961 2305 13562 10282 1070546 907081 2205 165672 9998 1064960 818372 2000 86709 907081 1.00000 true false 724437 555404 169033 511893 333783 178110 247551 99069 148482 884078 328947 555131 1050756 0 REFUNDABLE DEPOSITS 2742 2742 4146472 13000 147813 160813 3985659 3985659 3585152 13000 147813 160813 3424339 3424339 Part XIII - Schedule D Part XI Line 2d and Part XII Line 2d Rental Expenses = 147,813 Netted on Return, not Netted on Audit Schedule D part V The purpose of the endowment fund is to implement the Organization's programs in Colorado. Bowl-a-thon 1081671 905817 175854 289206 Golf Metro 438643 291020 147623 316440 0 0 0 0 0 1520314 1196837 323477 605646 605646 -282169 X X X false false false true false true false false false Kristi Shaffer Senior Vice President 153506 0 0 0 37013 0 3180 0 193699 0 18000 0 Robin Wise President 199632 0 0 0 56421 0 7080 0 263133 0 29900 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. Meghan Champman Daughter of Board Member 29719 Wages false X Vail hotel room for staff 1 290 FMV X Vail Bowling Center Donation 1 260 FMV X Popcorn 1 300 FMV X 4 Avs Tickets 1 480 FMV X Drinks 1 4660 FMV X Recycling & Composting for events 1 1650 FMV X Beer for Evening Event 1 509 FMV X Nooks for Winning Student Teams 1 4768 FMV X Snacks 1 1000 FMV X BW Supplies 1 3850 FMV X BW Drink - 40 Cases 1 375 FMV X 2 Phone Cases 1 120 FMV X Mocktails & Etiquette Dinner 1 15994 FMV X Software & Licenses 1 11875 FMV X Microsoft Products 1 900 FMV X Cell Phone & Use Time 1 295 FMV X Storage Furniture 1 1500 FMV X Scholarship Reception 1 3173 FMV X 2 Avs Tickets 1 46 FMV X 4 Rockies Tickets 1 320 FMV X 4 Colorado Eagle Tickest & 10 Cases of Pop 1 200 FMV X 25 Arby's Sandwiches 1 125 FMV X 10 Colorado Eagle Tickets 1 400 FMV X Discount Cards 1 233 FMV X 2 Shuttle Passes 1 122 FMV X Gift Cards 1 280 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. Form 990, Part XI, Line 5 Increase in Net Assets of the Endowment Fund JA Worldwide 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