2012-11-15T17:15:48-06:00 2012-06-30 HEIN & ASSOCIATES LLP 1999 BROADWAY SUITE 4000 DENVER CO 80202 990 2011-07-01 840430495 Junior Achievement - Rocky Mountain Inc % LOIS LEIDICH-ROSS JUNI 3035345252 1445 Market Suite 200 Denver CO 80202 Robin Wise 2012-11-15 true Mira J Fine 3032989600 2011 2016-02-24 21:20:13Z 3980778 false X www.jacolorado.org X 1950 CO Our mission is to inspire and prepare young people to embrace free enterprise and succeed in a global economy. 69 69 43 4730 0 3636553 3619340 0 0 8667 -3364 -210509 -323765 3434711 3292211 0 0 0 0 1705495 1922242 0 0 297603 1646536 1339443 3352031 3261685 82680 30526 3453878 3296333 545579 354228 2908299 2942105 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 2801133 JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN, INC. 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Robinson 1.0 X X 0 0 0 Ken Ross 1.0 X 0 0 0 Sandy Rothe 1.0 X 0 0 0 Katrina Salem 1.0 X 0 0 0 Gregory Salsbury 1.0 X 0 0 0 Ellen Sandberg 1.0 X 0 0 0 Richard Schultz 1.0 X 0 0 0 Judson Snyder 1.0 X 0 0 0 Cindy Stevenson 1.0 X 0 0 0 Kathy Strandberg 1.0 X 0 0 0 Mitch Thomas 1.0 X 0 0 0 Paul Thompson 1.0 X 0 0 0 Ron Tilton 1.0 X 0 0 0 Jim Vaughn 1.0 X 0 0 0 William Waldheim 1.0 X 0 0 0 Tim Walsh 1.0 X 0 0 0 Bill Waters 1.0 X 0 0 0 Harris White 1.0 X 0 0 0 Robin Wise 40.0 X 221520 0 0 Kristi Shaffer 40.0 X 153118 0 0 Hollie Stevenson 40.0 X 109540 0 0 484178 0 0 3 false true false Denver Metro Chamber of Commerce 1445 market Street DENVER CO 80202 Event partner 165867 UNITED HEALTHCARE 6465 S Greenwood Plaza Blvd Suit CENTENNIAL CO 80111 healthcare 158866 1445 Market St 1445 Market St DENVER CO 80202 Building 118089 Junior Achievement USA 1 Education Way COLORADO SPRINGS CO 80906 National Partner 384416 4 1042059 2577281 157880 3619340 0 0 0 0 130074 119780 10294 10294 10294 -3364 -3364 233601 1042059 568787 -335186 -335118 0 0 MISC INCOME 1127 1127 1127 3292211 1127 -328188 0 0 0 0 374638 298738 27389 48511 0 1547604 1234067 113144 200393 0 0 0 0 0 0 0 0 0 0 0 73438 48294 11067 14077 0 0 0 0 0 0 0 70116 70116 0 0 137497 119778 7799 9920 0 PROGRAM SERVICES 840449 833295 1292 5862 ADMINISTRATIVE EXPENSES 142482 133304 2258 6920 FUNDRAISING EXPENSES 65952 57462 0 8490 CONTRACTORS 8575 5145 0 3430 934 934 3261685 2801133 162949 297603 460459 809056 808749 120768 45080 70407 101698 149644 0 0 0 0 0 0 0 0 54150 44841 2337549 1354502 869658 983047 1064961 1070341 0 0 49123 48229 0 0 0 0 3453878 3296333 285837 235436 0 0 257000 116050 0 0 0 0 0 0 0 0 0 0 2742 2742 545579 354228 X 1750201 1754128 93137 117636 1064961 1070341 2908299 2942105 3453878 3296333 X 30526 3280 X false true true X false X 2063686 2750018 2791569 3636553 3619340 14861166 189838 219230 173756 234728 817552 2063686 2939856 3010799 3810309 3854068 15678718 159925 230883 291021 790473 664277 2136579 159925 230883 291021 790473 664277 2136579 13542139 245449 181445 175842 134202 130074 867012 245449 181445 175842 134202 130074 867012 -944 -2500 -3444 2308191 3118801 3186641 3944511 3984142 16542286 0.81864 0.81685 0.05241 0.06801 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 934 48229 true true 1064961 2305 13562 10282 1070546 907081 2205 165672 9998 1064960 818372 2000 86709 907081 729743 49158 39471 818372 1.00000 true false 724437 507108 217329 615865 504260 111605 402862 257388 145474 594384 85744 508640 983048 0 REFUNDABLE DEPOSITS 2742 2742 3292211 3261685 30526 3280 3280 33806 4017256 101084 623961 725045 3292211 3292211 3986730 101084 623961 725045 3261685 3261685 Audit/Tax Revenue Reconcilliation Schedule D Part XII Line 2d and Part XIII Line 2d Rental Expenses = 119,504 Netted on return, not on Audit Special Event Expenses = 504,181 Netted on return, not on Audit Purpose of Endowment Funds Schedule D part V The purpose of the endowment fund is to implement the Organization's programs in Colorado. Bowl-a-thon 854438 752166 102272 337701 Golf Metro 421222 289893 131329 64606 166480 0 0 0 0 0 1275660 1042059 233601 64606 504181 568787 -335186 X X X false false false true false true false false false Robin Wise 179440 0 35000 0 7080 0 0 0 0 0 221520 0 35000 0 Kristi Shaffer 128528 0 23000 0 1590 0 0 0 0 0 153118 0 23000 0 Schedule J Part I, 5a &6a 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. X Miscellaneous Auction Items 28 64606 FMV X Arby's sandwich cards 50 250 FMV X 76 various door prizes 76 2466 FMV X gift cards 10 200 FMV X Dinners for 10 40 6000 FMV X Networking equipment & help 1 6000 FMV X passes 10 240 FMV X Bagels for Schmitt JAIAD 1 100 FMV X Chips for students 1 250 FMV X $250 gift cards 30 7500 FMV X $200 gift cards 50 10000 FMV X gift certificates 2000 8000 FMV X gift cards 3 300 FMV X Microsoft software and servers 1 14610 FMV X cases beer for events 17 280 FMV X Hot 107.1 radio spot 1 500 FMV X Rockies tickets 8 280 FMV X cases beer for event 10 180 FMV X gift certificates 15 500 FMV X Eagle tickets, signed jersy, pop & water for SMC 1 600 FMV X Bottle water, and soda for events & Pepsi Suite 1 5095 FMV X Rockies tickets 4 152 FMV X 1,000 themed Monoploy games, 58 sports tickets 1 5694 FMV X bottles of wine 60 4200 FMV X office supplies of programs 1 6380 FMV X JA Inspiration Reception 1 2661 FMV X 400, Full service coupons 400 10000 FMV X Avalanche tickets 3 120 FMV X 4 Avalanche tickets, 4 Rockies tickets 1 715 FMV false true false FORM 990, PART VI, SECTION B, LINE 12C 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 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 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 FORM 990, PART VI, SECTION B, LINE 11A COPIES OF THE FINAL FORM 990 ARE DISTRIBUTED 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 AND TO DETERMINE IT IS APPROPRIATELY FILED. WE HAVE TAKEN THOSE STEPS WITH OUR AUDIT and FINANCE COMMITTEES. Form 990, Part XI, Line 5 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