2012-03-29T16:34:27-04:00 2011-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2010-07-01 841267604 Junior Achievement USA JUNI 7195408000 One Education Way Colorado Springs CO 80906 Timothy Armijo 2012-03-21 true Rita F Worster CPA 7194714290 2010 2016-02-24 21:20:13Z JA Worldwide thru 63011 Sean Rush CEO ONE EDUCATION WAY Colorado Springs CO 80906 41541071 false 1116 X www.JA.org X 1992 CO JA empowers young people to own their economic success through volun- teer-delivered programs which give students knowledge & skills in financial literacy, work readiness, and entrepreneurship. 52 51 95 0 0 0 22132445 21021882 4340891 4447949 78736 219485 7255321 8138880 33807393 33828196 11860810 10994799 0 0 9610697 9995322 0 0 1531955 16253890 13798340 37725397 34788461 -3918004 -960265 24817339 25733569 8761526 9907227 16055813 15826342 X To Inspire and prepare young people to succeed in a global economy. See additional mission information on Schedule O. false false 28586737 10994799 12586829 THE ORGANIZATION ASSISTED ITS US MEMBERS AND INTERNATIONAL MEMBERS AROUND THE WORLD IN SETTING UP AND/OR MAINTAINING THEIR OWN ORGANIZATION TO ADMINISTER JUNIOR ACHIEVEMENT PROGRAMS. JA'S MEMBERS REACHED APPROXIMATELY 10.6 MILLION ELEMENTARY THROUGH POST SECONDARY STUDENTS FOR THE YEAR ENDED 6/30/2011. 28586737 true true false true false false false true true true false false false false false true false false false true true false false false false false true false true false false false false false false false false false false false false false false false false false false true 47 0 true 95 true false false false false false false false false false false X 52 51 false false false false true true true true true false true true true true true true true false true true false CT NY X X TIM ARMIJO 7195406235 ONE EDUCATION WAY Colorado Springs CO 80906 X Ainar D Aijala Jr 2.0 X X 0 0 0 Ralph de la Vega 2.0 X X 0 0 0 Michel De Wolf 2.0 X X 0 0 0 Don Humphreys 2.0 X X 0 0 0 Albert E Suter 2.0 X 0 0 0 Alejandro Luis Bottan 2.0 X 0 0 0 Bengt Gunnarsson 2.0 X 0 0 0 Carlos Morales 2.0 X 0 0 0 Carole Wainaina 2.0 X 0 0 0 Charity Jinya 2.0 X 0 0 0 Charles H Dana 2.0 X 0 0 0 Clyde D Keaton 2.0 X 0 0 0 Dana Manciagli 2.0 X 0 0 0 Dave Senay 2.0 X 0 0 0 David Palenchar 2.0 X 0 0 0 Desi Lopez 2.0 X 0 0 0 Ed Rapp 2.0 X 0 0 0 Edward G Galante 2.0 X 0 0 0 Elwood D Howse Jr 2.0 X 0 0 0 Francesco Vanni d'Archiarafi 2.0 X 0 0 0 Gerald M Czarnecki 2.0 X 0 0 0 Graham B Spanier 2.0 X 0 0 0 Hubert Danso 2.0 X 0 0 0 James E Rutrough 2.0 X 0 0 0 Jean Chawapina-Pama 2.0 X 0 0 0 Jean-Leopold Schuybroek 2.0 X 0 0 0 Jonas Prising 2.0 X 0 0 0 John S Scheid 2.0 X 0 0 0 Jorge Luis Diaz 2.0 X 0 0 0 Jorgen M Clausen 2.0 X 0 0 0 Kristian P Moor 2.0 X 0 0 0 Larry Leva 2.0 X 0 0 0 Martin Burt 2.0 X 0 0 0 Mayu Avila 2.0 X 0 0 0 Michael Bray 2.0 X 0 0 0 Michael L Ducker 2.0 X 0 0 0 N Justin Chinyanta 2.0 X 0 0 0 Paul C Chou 2.0 X 0 0 0 Per Moller 2.0 X 0 0 0 Peter Gbedemah 2.0 X 0 0 0 Richard Hartzell 2.0 X 0 0 0 Rob Pitfield 2.0 X 0 0 0 Robert Reeg 2.0 X 0 0 0 Rogerio Patrus 2.0 X 0 0 0 Samuel A DiPiazza Jr 2.0 X 0 0 0 Sheikh Khaled B Zayed S Al Nehayan 2.0 X 0 0 0 Simon Martin 2.0 X 0 0 0 Steve Wong 2.0 X 0 0 0 Susan B Butler 2.0 X 0 0 0 Walter Loewenstern 2.0 X 0 0 0 William Derban 2.0 X 0 0 0 Sean Rush 40.0 X X 604209 0 84697 Timothy Armijo 40.0 X 147317 0 49920 Jack Kosakowski 40.0 X 377022 0 96192 Cecil Thibodeaux 40.0 X 242869 0 62863 Thomas Dewar 40.0 X 233537 0 117330 John Box 40.0 X 176797 0 46793 Don Crevling 40.0 X 263477 0 58253 Peter Curcio 40.0 X 167511 0 91086 Linda Rimer 40.0 X 226737 0 48189 Cynthia Hofman 40.0 X 121289 0 6890 Howard Bartner 40.0 X 152161 0 72796 Steve Schmidt 40.0 X 150444 0 45372 2863370 0 780381 18 false true false SPARK AGENCY INC PO BOX 790379 ST LOUIS MO 63179 TRANSPORT/STORAGE 1110306 MOORE WALLACE INC PO BOX 730165 DALLAS TX 75373 STORAGE/ASSEMBLY 973149 ENSPIRE LEARNING 1708 GUADALUPE AUSTIN TX 78701 FINANCE PARK DEV'T 373016 ROTHGERBER JOHNSON LYONS LLP 1200 SEVENTEENTH ST SUITE 3000 DENVER CO 80202 LEGAL 237618 CROSSLAND GROUP LTD 16 MAOLIS ROAD NAHANT MA 10908 STRATEGIC PLAN CNSLT 185386 10 1118225 19903657 21021882 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214007 4732803 5677604 22833397 10994799 10994799 33828196 28740472 214007 4732803 4946810 23793662 10994799 10994799 34788461 Part XII, Line 2d Other Revenue on Books Not on Return Cost of Goods Sold Reclassed From Expense and Netted Against Revenue 4,732,803 Part XIII, Line 2d Other Expense on Books Not on Return Cost of Goods Sold Reclassed From Expense and Netted Against Revenue 4,732,803 Part V, Question 4 Intended Use of the Organization's Endowment Funds Temporarily restricted funding and grants have been donor restricted for specific purposes or specified time frames. Restrictions are for the development of various types of curriculum: after school, online programs, ethics curriculum, and personal financial literacy programs. Grants provide leadership, marketing and awareness, and scholarship awards. Part IV, Question 2b Trust, Escrow, and Custodial Arrangements The Organization assists its international members around the world in setting up their own organizations to administer Junior Achievement programs. The Organization holds funds on behalf of certain international members for their U.S. expenses. These are included in cash and cash equivalents and investments on the statements of financial position and total $4,375,715 and $3,029,812 as of June 30, 2011 and 2010, respectively. Part XII, Line 4b Other Revenue on Return Not on Books Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 10,994,799 Part XIII, Line 4b Other Expense on Return Not on Books Designated Contributions to US JA Offices and Member Nations Treated as Agency Transactions for Financial Statement Purposes 10,994,799 Part X, Line 2 Uncertain Tax Positions Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true Central America and the Caribbean Grantmaking 255144 East Asia and the Pacific Grantmaking 999807 Europe (Including Iceland and Greenland) Grantmaking 2077470 Middle East and North Africa Grantmaking 779731 North America Grantmaking 308708 Russia and the Newly Independent States Grantmaking 137996 South America Grantmaking 861472 South Asia Grantmaking 5000 Sub-Saharan Africa Grantmaking 999407 Europe (Including Iceland and Greenland) Fundraising 0 North America Fundraising 0 Sub-Saharan Africa Fundraising 0 South America Fundraising 0 Central America and the Caribbean Program Services ECONOMIC EDUCATION PRG 236172 Middle East and North Africa Program Services ECONOMIC EDUCATION PRG 320062 Russia and the Newly Independent States Program Services ECONOMIC EDUCATION PRG 146960 East Asia and the Pacific Program Services ECONOMIC EDUCATION PRG 28241 7156170 7156170 Cent. America/Caribbean 44800 Wire Trnsfr Cent. America/Caribbean 8300 Wire Trnsfr Cent. America/Caribbean 36000 Wire Trnsfr Cent. America/Caribbean 49300 Wire Trnsfr Cent. America/Caribbean 35800 Wire Trnsfr East Asia/Pacific 473968 Wire Trnsfr East Asia/Pacific 109278 Wire Trnsfr East Asia/Pacific 137910 Wire Trnsfr East Asia/Pacific 31800 Wire Trnsfr East Asia/Pacific 6800 Wire Trnsfr East Asia/Pacific 39800 Wire Trnsfr East Asia/Pacific 36000 Wire Trnsfr East Asia/Pacific 8800 Wire Trnsfr East Asia/Pacific 60138 Wire Trnsfr East Asia/Pacific 60405 Wire Trnsfr East Asia/Pacific 30000 Wire Trnsfr Europe/Iceland/Greenland 67000 Wire Trnsfr Europe/Iceland/Greenland 17500 Wire Trnsfr Europe/Iceland/Greenland 50000 Wire Trnsfr Europe/Iceland/Greenland 30000 Wire Trnsfr Europe/Iceland/Greenland 30000 Wire Trnsfr Europe/Iceland/Greenland 10000 Wire Trnsfr Europe/Iceland/Greenland 41500 Wire Trnsfr Europe/Iceland/Greenland 95000 Wire Trnsfr Europe/Iceland/Greenland 285000 Wire Trnsfr Europe/Iceland/Greenland 96500 Wire Trnsfr Europe/Iceland/Greenland 20000 Wire Trnsfr Europe/Iceland/Greenland 25000 Wire Trnsfr Europe/Iceland/Greenland 40000 Wire Trnsfr Europe/Iceland/Greenland 115500 Wire Trnsfr Europe/Iceland/Greenland 40000 Wire Trnsfr Europe/Iceland/Greenland 24000 Wire Trnsfr Europe/Iceland/Greenland 49800 Wire Trnsfr Europe/Iceland/Greenland 50000 Wire Trnsfr Europe/Iceland/Greenland 82430 Wire Trnsfr Europe/Iceland/Greenland 347021 Wire Trnsfr Europe/Iceland/Greenland 558719 Wire Trnsfr Middle East/North Africa 17625 Wire Trnsfr Middle East/North Africa 140100 Wire Trnsfr Middle East/North Africa 14390 Wire Trnsfr Middle East/North Africa 259125 Wire Trnsfr Middle East/North Africa 82125 Wire Trnsfr Middle East/North Africa 117250 Wire Trnsfr Middle East/North Africa 84617 Wire Trnsfr Middle East/North Africa 64500 Wire Trnsfr North America 150450 Wire Trnsfr North America 158258 Wire Trnsfr Russia 10248 Wire Trnsfr Russia 38748 Wire Trnsfr Russia 85000 Wire Trnsfr South America 58992 Wire Trnsfr South America 9555 Wire Trnsfr South America 192538 Wire Trnsfr South America 59400 Wire Trnsfr South America 97500 Wire Trnsfr South America 27097 Wire Trnsfr South America 260052 Wire Trnsfr South America 71039 Wire Trnsfr South America 27312 Wire Trnsfr South America 57988 Wire Trnsfr Sub-Saharan Africa 57000 Wire Trnsfr Sub-Saharan Africa 12500 Wire Trnsfr Sub-Saharan Africa 56911 Wire Trnsfr Sub-Saharan Africa 105000 Wire Trnsfr Sub-Saharan Africa 19619 Wire Trnsfr Sub-Saharan Africa 36500 Wire Trnsfr Sub-Saharan Africa 28570 Wire Trnsfr Sub-Saharan Africa 100000 Wire Trnsfr Sub-Saharan Africa 70000 Wire Trnsfr Sub-Saharan Africa 24000 Wire Trnsfr Sub-Saharan Africa 85806 Wire Trnsfr Sub-Saharan Africa 20000 Wire Trnsfr Sub-Saharan Africa 54000 Wire Trnsfr Sub-Saharan Africa 24000 Wire Trnsfr Sub-Saharan Africa 34000 Wire Trnsfr Sub-Saharan Africa 71500 Wire Trnsfr Sub-Saharan Africa 200000 Wire Trnsfr Cent. America/Caribbean 47800 WIRE TRNSFR Cent. America/Caribbean 23000 WIRE TRNSFR 79 0 false false false false false false Organization's procedures for monitoring the use of grant funds Form 990, Sch F., Part I, Question 2 Grants are to JA member nations only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. true JA of North Central Ohio Inc 1200 Firestone Pky 2nd Fl Akron OH 44317 340940986 501(c)(3) 15778 To support the Organization Junior Achievement of New Mexico Inc 4700 Lincoln NE 108 Albuquerque NM 87109 850416889 501(c)(3) 14400 To support the Organization Junior Achievement of Georgia Inc 460 Abernathy Road NE Atlanta GA 30328 580598050 501(c)(3) 943315 To support the Organization Junior Achievement of Central Texas Inc 6001 Westcreek Dr Unit G Austin TX 78749 741688335 501(c)(3) 12995 To support the Organization JA of Greater Baton Rouge & Acadiana 7809 Jefferson Hwy D4 Baton Rouge LA 70809 720485727 501(c)(3) 21620 To support the Organization JA of Greater Birmingham Inc 216 Aquarius Dr 319 Birmingham AL 35209 630340866 501(c)(3) 56779 To support the Organization JA of Western Connecticut Inc 835 Main Street Bridgeport CT 06604 060644315 501(c)(3) 20600 To support the Organization JA of Western New York Inc 275 Oak Street Suite 222 Buffalo NY 14203 160821488 501(c)(3) 55444 To support the Organization JA of East Central Ohio Inc 4353 Executive Circle NW Canton OH 44718 340757173 501(c)(3) 6000 To support the Organization Junior Achievement of Eastern Iowa Inc 315 3rd Ave SE 200 Cedar Rapids IA 52401 420919209 501(c)(3) 57742 To support the Organization Junior Achievement of West Virginia Inc 1700 MacCorkle Ave SE Charleston WV 25314 550524771 501(c)(3) 7030 To support the Organization JA of Central Carolinas Inc 201 S Tryon St LL 100 Charlotte NC 28202 560672085 501(c)(3) 58268 To support the Organization Junior Achievement of Chattanooga Inc 5721 Marlin Ste 3400 Chattanooga TN 37411 620636297 501(c)(3) 6248 To support the Organization Junior Achievement of Greater St Louis Inc 17339 N Outer 40 Rd Chesterfield MO 63005 430652112 501(c)(3) 114673 To support the Organization Junior Achievement of Chicago 651 W Washington St 404 Chicago IL 60661 362170141 501(c)(3) 384297 To support the Organization Junior Achievement of OKI Partners Inc 644 Linn St Ste 1024 Cincinnati OH 45203 320014307 501(c)(3) 26994 To support the Organization JA of West Central Florida Inc 13805 58th St N 2-140 Clearwater FL 33760 591098499 501(c)(3) 50785 To support the Organization JA of Greater Cleveland Inc 1422 Euclid Ave Ste 525 Cleveland OH 44115 340733164 501(c)(3) 34638 To support the Organization Junior Achievement of East Tennessee Inc 2135 N Charles G Seivers Clinton TN 37716 620810145 501(c)(3) 16054 To support the Organization Junior Achievement of South Florida Inc 1130 Coconut Crk Blvd Coconut Crk FL 33066 590871446 501(c)(3) 8364 To support the Organization JA of Central South Carolina Inc 301 Greystone Boulevard Columbia SC 29210 570511131 501(c)(3) 20908 To support the Organization Junior Achievement of Central Ohio Inc 68 E 2nd Avenue Columbus OH 43201 314385042 501(c)(3) 8499 To support the Organization JA of East Central Illinois Inc 250 N Water Suite 370 Decatur IL 62523 370762052 501(c)(3) 10336 To support the Organization Junior Achievement - Rocky Mountain Inc 1445 Market Suite 200 Denver CO 80202 840430495 501(c)(3) 45758 To support the Organization Junior Achievement of Central Iowa Inc 6100 Grand Avenue Des Moines IA 50312 420759070 501(c)(3) 12200 To support the Organization JA of Southeastern Michigan Inc 577 E Larned Suite 200 Detroit MI 48226 381348535 501(c)(3) 37207 To support the Organization JA of Central New York Inc 3649 Erie Boulevard East Dewitt NY 13214 160915560 501(c)(3) 17202 To support the Organization JA of The Desert Southwest Inc 150 S Alto Mesa Suite D El Paso TX 79912 741565161 501(c)(3) 6486 To support the Organization JA of Southwestern Indiana Inc 233 SE 3rd St 2nd Flr Evansville IN 47713 356048156 501(c)(3) 8756 To support the Organization Junior Achievement of Northern Indiana Inc 601 Noble Drive Fort Wayne IN 46825 350922731 501(c)(3) 45097 To support the Organization JA of The Chisholm Trail Inc 6300 Ridglea Pl 400 Fort Worth TX 76116 750944915 501(c)(3) 14265 To support the Organization JA of Central N Carolina Inc 3220 Northline Avenue Greensboro NC 27408 560844838 501(c)(3) 14582 To support the Organization JA of Upstate South Carolina Inc 530 Howell Rd Ste 103 Greenville SC 29615 570547967 501(c)(3) 15036 To support the Organization JA of The Michigan Great Lakes Inc 2650 E Bltln SE Ste B Grnd Rpds MI 49546 381557861 501(c)(3) 25166 To support the Organization JA of Southwest New England Inc 11 Asylum St Ste 601 Hartford CT 06103 060665972 501(c)(3) 68704 To support the Organization JA of Southeast Texas Inc 2115 E Governors Cir Houston TX 77092 741153957 501(c)(3) 87862 To support the Organization Junior Achievement of North Alabama Inc 2809 Newby Rd SW 116 Huntsville AL 35805 630905188 501(c)(3) 9152 To support the Organization Junior Achievement of Middle America Inc 4049 Pennsylvania Ave Kanasas Cty MO 64111 440604809 501(c)(3) 35466 To support the Organization Junior Achievement of Tri-Cities TNVA Inc 330 Broad St Suite 1 Kingsport TN 37660 620757847 501(c)(3) 7544 To support the Organization JA of Central Pennsylvania Inc 2420 Gehman Lane Suite Lancaster PA 17602 231472517 501(c)(3) 7597 To support the Organization Junior Achievement of Southern Nevada Inc 7220 S Cimmaron St 130 Las Vegas NV 89113 880354481 501(c)(3) 89080 To support the Organization JA of Northeastern New York Inc 8 Stanley Circle Latham NY 12110 141429763 501(c)(3) 37598 To support the Organization Junior Achievement of Lincoln Inc 285 South 68th Place 508 Lincoln NE 68510 470535692 501(c)(3) 15000 To support the Organization Junior Achievement of Arkansas Inc 1501 N University Ave Little Rock AR 72207 710658775 501(c)(3) 30726 To support the Organization JA of Southern California Inc 6250 Forest Lawn Dr Los Angeles CA 90068 951799192 501(c)(3) 76339 To support the Organization Junior Achievement of Kentuckiana Inc 1401 W Muhammed Ali Louisville KY 40203 610476694 501(c)(3) 75280 To support the Organization JA of The Upper Midwest Inc 1800 White Bear Ave N Maplewood MN 55109 411424988 501(c)(3) 35042 To support the Organization Junior Achievement of the Space Coast Inc 2287 W Eau Gallie Blvd Melbourne FL 32935 592461562 501(c)(3) 7500 To support the Organization JA of Memphis and the Mid-South Inc 307 Madison Avenue Memphis TN 38103 620549549 501(c)(3) 26972 To support the Organization Junior Achievement of Wisconsin Inc 1111 West Liberty Drive Milwaukee WI 53224 390826295 501(c)(3) 76598 To support the Organization Junior Achievement of the Heartland Inc 800 12th Avenue Moline IL 61265 362684253 501(c)(3) 28100 To support the Organization JA of Middle Tennessee Inc 120 Powell Place Nashville TN 37204 620582571 501(c)(3) 44224 To support the Organization JA of Greater New Orleans Inc 5100 Orleans Avenue New Orleans LA 70124 720469314 501(c)(3) 8732 To support the Organization Junior Achievement of New York Inc 205 E 42nd St Ste 203 New York NY 10017 133031828 501(c)(3) 167767 To support the Organization JA of Greater Hampton Roads Inc 6387 Ctr Dr Bldg 2 Ste 3 Norfolk VA 23502 540799839 501(c)(3) 35020 To support the Organization Junior Achievement of Greater Miami Inc 13490 NW 7 Avenue North Miami FL 33168 590807486 501(c)(3) 156318 To support the Organization JA of Southwest Connecticut Inc 200 Connecticut Avenue Norwalk CT 06854 060932913 501(c)(3) 64722 To support the Organization Junior Achievement of Central Florida Inc 2121 Camden Road Orlando FL 328031487 590972112 501(c)(3) 67126 To support the Organization Junior Achievement of West Kentucky Inc 1195 Wing Ave Owensboro KY 42303 610564988 501(c)(3) 22760 To support the Organization Junior Achievement of Central Maryland Inc 10711 Red Run Blvd Owings Mills MD 21117 520688275 501(c)(3) 10159 To support the Organization Junior Achievement of Northwest Florida Inc 1010 N 12th Ave Ste 233 Pensacola FL 32501 590839555 501(c)(3) 9196 To support the Organization Junior Achievement of Central Illinois Inc 4450 N Prospect Rd Peoria Heights IL 61616 370657600 501(c)(3) 9601 To support the Organization JA of Western Pennsylvania Inc One Allegheny Sq 430 Pittsburgh PA 15212 250983059 501(c)(3) 29524 To support the Organization JA of Oregon and SW Washington Inc 7830 SE Foster Road Portland OR 97206 930384007 501(c)(3) 18260 To support the Organization Junior Achievement of New Jersey Inc 4365 Route 1 South Princeton NJ 08540 221774147 501(c)(3) 94531 To support the Organization JA of Eastern North Carolina Inc 4900 Waters Edge Dr 175 Raleigh NC 27606 561107715 501(c)(3) 12742 To support the Organization Junior Achievement of Berks County Inc 531 Canal St Suite 403 Reading PA 19602 231714363 501(c)(3) 8000 To support the Organization Junior Achievement of Dallas Inc 1201 Executive Dr W Richardson TX 75081 750881589 501(c)(3) 167376 To support the Organization JA of Rochester New York Inc 259 Monroe Ave Ste 108 Rochester NY 14607 160956147 501(c)(3) 11356 To support the Organization Junior Achievement of Sacramento Inc 3800 Watt Ave Ste 165 Sacramento CA 95821 946080866 501(c)(3) 7184 To support the Organization JA of Northeast Michigan Inc 1781 Fordney Street Saginaw MI 48601 381746900 501(c)(3) 5382 To support the Organization Junior Achievement of Utah Inc 515 E 100 Soluth 200 Slt Lke City UT 84102 870225875 501(c)(3) 20870 To support the Organization Junior Achievement of South Texas Inc 403 E Ramsey Ste 201 San Antonio TX 78216 742061852 501(c)(3) 48857 To support the Organization JA of San Diego & Imperial Co Inc 4756 Mission Gorge Pl San Diego CA 92120 951727087 501(c)(3) 24024 To support the Organization Junior Achievement of Washington 1700 Westlake Ave N 400 Seattle WA 98109 910604913 501(c)(3) 20168 To support the Organization Junior Achievement of North Louisiana Inc 3825 Gilbert Drive Shreveport LA 71104 720595081 501(c)(3) 13248 To support the Organization Junior Achievement of South Dakota Inc 1000 NW Ave 110 Sioux Falls SD 571041314 460306352 501(c)(3) 75156 To support the Organization JA of The Hudson Valley Inc 12 Hamilton Pl Ste 2 Tarrytown NY 10591 133001065 501(c)(3) 6513 To support the Organization Junior Achievement of Arizona Inc 636 West Southern Ave Tempe AZ 852824508 860184349 501(c)(3) 45298 To support the Organization Junior Achievement of Kansas Inc 501 SE Jefferson St Ste 22 Topeka KS 66607 480731855 501(c)(3) 18702 To support the Organization Junior Achievement of Oklahoma Inc 3947 South 103rd E Ave Tulsa OK 74146 730757053 501(c)(3) 36808 JA of Northern California Inc 3003 Oak Rd Ste 109 Walnut Creek CA 94597 941322179 501(c)(3) 166987 JA of Northern New England Inc 400 Fifth Avenue Ste 300 Waltham MA 02451 042127020 501(c)(3) 39946 Junior Achievement of Greater Washington 1050 17th St Ste 750 Washington DC 20036 540788947 501(c)(3) 38200 Junior Achievement of Delaware Valley Inc 993 Old Eagle School 410 Wayne PA 19087 231386172 501(c)(3) 9005 Junior Achievement of Guam 414 W Soledad Ave Hagatna Guam GQ 980031547 501(c)(3) 10000 To support the Organization 86 0 Organization's procedures for monitoring the use of grant funds Form 990, Sch I., Part I, Question 2 Grants are to US JA offices only. Most of the funding for the grants are provided by donors who place restrictions on the use of the monies. Grant usage requirements varies by donor. The reporting required is submitted to the organizations grant steward or directly to the donor. X true true X X X X X true false false false false false false true false Sean Rush 467100 0 134271 0 2838 0 83689 0 1008 0 688906 0 41631 0 Timothy Armijo 130681 0 15841 0 795 0 31879 0 18041 0 197237 0 7532 0 Jack Kosakowski 293237 0 74767 0 9018 0 75804 0 20388 0 473214 0 23181 0 Cecil Thibodeaux 205069 0 35394 0 2406 0 47657 0 15206 0 305732 0 10974 0 Thomas Dewar 152000 0 0 0 81537 0 97300 0 20030 0 350867 0 0 0 John Box 155761 0 18335 0 2701 0 32232 0 14561 0 223590 0 8717 0 Don Crevling 225713 0 33669 0 4095 0 43427 0 14826 0 321730 0 12637 0 Peter Curcio 111572 0 0 0 55939 0 72368 0 18718 0 258597 0 0 0 Linda Rimer 199341 0 23777 0 3619 0 37524 0 10665 0 274926 0 11305 0 Howard Bartner 130868 0 20479 0 814 0 49705 0 23091 0 224957 0 7687 0 Steve Schmidt 133746 0 16167 0 531 0 24918 0 20454 0 195816 0 7687 0 Schedule J, Part I, Question 1a Health or Social Club Dues Monthly club membership fees for the COO and President of JA USA is part of the benefits provided to this position. These fees are included as taxable income each year on their W-2. Schedule J, Part I, Question 7 Description of Non-Fixed Payments There are two key components of the Executive Compensation Philosophy of JA Worldwide: 1. Reward for performance 2. Provide reasonable and competitive pay packages with those offered to leaders of organizations comparable to JA Worldwide in terms of global size, global complexity and mission impact. As part of the "reward for performance" the Executive Compensation Subcommittee (the Committee) of the Board of Governors has adopted the Management Incentive Compensation Plan (MIC). MIC is intended to stimulate and reward results and achievement necessary to accomplish the multiple objectives of JA Worldwide's strategic plan. The MIC Plan is designed to: a) Motivate growth in total revenue and program impact to enhance services to the community. b) Link accomplishment of the organization's mission and objectives with the compensation of the organization's managers. c) Control costs by providing variable compensation based on performance to enhance affordability and offering a competitive incentive and total cash compensation program. d) Enhance the focus, motivation and retention of key organizational managers. In setting the annual incentive compensation opportunities for the MIC for each executive, the Committee targets the median of the comparable market data for that executive's position for target performance and the upper quartile of the comparable market data for that executive's position for superior performance. There is a cap on the amount of incentive that any executive can earn from the MIC. The Committee uses discretion in determining the level or achievement of certain performance measurements. The Committee also annually examines the comparable market data for these positions, following the three-step governance process described in the regulations to Section 4958 on Intermediate Sanctions to establish the presumption of reasonable compensation. The Governors may, in their sole discretion, and at any time, elect to amend, suspend, or terminate the Plan. Schedule J, Part I, Question 4a Severance Payments Thomas Dewar and Peter Curcio both received severance in 2010. Severance payments made in 2010 have been included on Schedule J, Part II, column B (iii) for each individual. Deferred severerance amounts have been included on Schedule J, Part II, column C for each individual. Describe process to review 990 Part VI, Question 11B The Form 990 is prepared by a third party and is reviewed by the Audit committee of the Board. A draft is supplied via a web site link for the entire Board to review before filing the final 990 with the IRS. Describe how conflict of interest policy is monitored & enforced Part VI, Question 12c A conflict of interest questionnaire is sent via email or hand delivered to interested parties each year requesting verification of possible conflicts. If a conflict is disclosed in connection with any actual or possible conflict of interest an interested person must disclose the existence of the interest and be given the opportunity to disclose all material facts to the directors and members of the committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the interest and all material facts, and after any discussion with the interested person, he or she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. Describe process for determining compensation Part VI, Question 15a and 15b The governance process for determining compensation for the Organization's CEO and other top management is modeled after the requirements in Internal Revenue Code Section 4958 to establish the presumption of reasonable compensation. Compensation was reviewed and approved by the Executive Compensation Subcommittee (the Committee) of the Board of Governors, which is comprised of independent persons. By engaging an independent compensation consultant, the Committee considered comparable market data from published surveys and Form 990 of comparable organizations in evaluating the compensation for each individual. The Committee conducted a review of this comparability data and documented its deliberation and discussion in minutes that are retained with the other governance materials of the Organization. The Committee followed the process to establish the presumption that compensation paid to the Organization's CEO and other top management for purposes of Section 4958 by relying on professional advice in the written opinion of reasonableness from the independent compensation consultant. This review process is conducted annually. Describe how documents are made available to the public Part VI, Question 19 JA Worldwide makes its financial statements, governing documents, and conflict of interest policy available to the public upon request. Member Information 990 Part VI, Section A, Questions 6, 7a & 7b Line 6 The organization has members which are the individual operating offices throughout the world. Each member has voting rights. Line 7a Members have voting rights to approve the directors and officers of the organization. Line 7b Members have voting rights for approval of proposed fee changes. Other Changes to Net Assets Part XI, Line 5 Unrealized Gains 730,794 Part III Organization's Mission Junior Achievement is the world's largest organization dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. Our financial literacy, work readiness and entrepreneurship programs empower students to make a connection between what they learn in school and how it can be applied in the real world. This enhances the relevance of their classroom learning and increases their understanding of the value of staying in school.