Junior Achievement Of Wisconsin Inc is located in Milwaukee, WI. The organization was established in 1994. According to its NTEE Classification (Q32) the organization is classified as: International Economic Development, under the broad grouping of International, Foreign Affairs & National Security and related organizations. As of 06/2023, Junior Achievement Of Wisconsin Inc employed 76 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Junior Achievement Of Wisconsin Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Junior Achievement Of Wisconsin Inc generated $4.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (3.3%) each year. All expenses for the organization totaled $4.9m during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (1.1%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO ENGAGE VOLUNTEERS TO INSPIRE AND PREPARE STUDENTS TO SUCCEED BY PROVIDING ESSENTIAL LIFE SKILLS INSTRUCTION IN FINANCIAL LITERACY, CAREER/WORK READINESS, AND ENTREPRENEURSHIP.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ELEMENTARY GRADE PROGRAMS - STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW MAKING SMART FINANCIAL DECISIONS BENEFITS THEIR FAMILY AND COMMUNITY. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. VOLUNTEERS INSPIRE STUDENTS TO THINK ABOUT MAKING CHOICES FOR FUTURE SUCCESS. 47,897 STUDENTS IN 1,987 LEARNING EXPERIENCES.
HIGH SCHOOL PROGRAMS - BUILDS ON WHAT STUDENTS HAVE LEARNED TO MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE AND FOSTERS SKILLS THAT WILL BE HIGHLY USEFUL IN THE WORKFORCE. WITH A RANGE OF DIFFERENT PROGRAMS, JA TEACHES CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY AND WORK READINESS. VOLUNTEERS BRING REAL-LIFE BUSINESS EXPERIENCE AND GUIDANCE INTO THE CLASSROOM AT A TIME THAT REPRESENTS AN ESSENTIAL CROSSROADS FOR YOUNG PEOPLE. 17,403 STUDENTS IN 389 LEARNING EXPERIENCES.IN ADDITION TO TRADITIONAL PROGRAMS PROVIDED BY JA WISCONSIN, INTRODUCTORY LEARNING EXPERIENCES WERE OFFERED TO STUDENTS. THE EXPERIENCES ARE VERIFIED THROUGH DATA ANALYTICS AND INTRODUCE CONCEPTS THROUGH ONLINE INTERACTIONS, SELF-GUIDED LEARNING, SOCIAL MEDIA EVENTS, OR CAREER PANELS WITH MENTORS.13,997 STUDENTS IN 205 LEARNING EXPERIENCES
JA BIZTOWN AND JA FINANCE PARK ARE REALITY-BASED, HANDS-ON LEARNING PROGRAMS. THROUGH DAILY LESSONS, HANDS-ON ACTIVITIES, AND ACTIVE PARTICIPATION IN AN INTERACTIVE SIMULATION, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN AN ECONOMY AND THE PRINCIPLES OF BUDGETING.JA BIZ TOWN TAKES 4TH-6TH GRADE STUDENTS INTO THE WORLD OF BUSINESS AND THE ECONOMY OF A COMMUNITY, AS THEY BECOME "ADULTS FOR THE DAY". THEY ASSUME ROLES OF PRODUCERS, CONSUMERS AND INVESTORS. STUDENTS LEARN HOW TO CREATE AND MANAGE A BUSINESS, AS WELL AS MAKE SMART FINANCIAL DECISIONS TO BENEFIT THEMSELVES, THEIR FAMILY, AND THEIR COMMUNITY. VOLUNTEERS ASSIST STUDENTS IN MAKING CHOICES FOR THEIR BUSINESS AND PROVIDE CAREER EXPLORATION OPPORTUNITIES.13,624 STUDENTS IN 582 LEARNING EXPERIENCES.JA FINANCE PARK INTRODUCES MIDDLE AND HIGH SCHOOL STUDENTS TO PERSONAL FINANCE AND CAREER EXPLORATION. DURING THEIR TIME AT JA FINANCE PARK, STUDENTS RECEIVE RANDOMLY ASSIGNED LIVE SCENARIOS, INCLUDING FAMILY, CAREER, AND FINANCIAL SITUATION. VOLUNTEERS GUIDE THE STUDENTS TO: CREATE AND MAINTAIN A BALANCED FAMILY BUDGET, USE BANKING SERVICES, ARRANGE FOR HOUSING AND TRANSPORTATION, AND MAKE INVESTMENT DECISIONS.5,923 STUDENTS IN 229 LEARNING EXPERIENCES.
MIDDLE GRADE PROGRAMS STUDENTS LEARN ABOUT CAREERS AND TOOLS TO FIND A CAREER PATH IN WHICH THEY CAN BE SUCCESSFUL AND SUPPORT THEIR FAMILY AND COMMUNITY. COMMUNITY VOLUNTEERS GUIDE STUDENTS THROUGH ACTIVITIES AND DISCUSSION TO LEARN VITAL LIFE SKILLS, SUCH AS FINANCIAL PLANNING/BUDGETING, DEVELOPING A PERSONAL BRAND, AND MAKING ETHICAL DEICISIONS. 22,762 STUDENTS IN 536 LEARNING EXPERIENCES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Troy Carrothers Chair | OfficerTrustee | 1 | $0 |
Susan Fronk Vice Chair | OfficerTrustee | 1 | $0 |
Sarah Lauber Treasurer | OfficerTrustee | 1 | $0 |
Jay Sodey Secretary | OfficerTrustee | 1 | $0 |
Aaron Grundman Director | Trustee | 1 | $0 |
April Dunn Director | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $1,220,466 |
Related organizations | $0 |
Government grants | $111,212 |
All other contributions, gifts, grants, and similar amounts not included above | $3,098,112 |
Noncash contributions included in lines 1a–1f | $185,153 |
Total Revenue from Contributions, Gifts, Grants & Similar | $4,429,790 |
Total Program Service Revenue | $0 |
Investment income | $298,704 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $2,100 |
Net Gain/Loss on Asset Sales | -$35,015 |
Net Income from Fundraising Events | -$253,807 |
Net Income from Gaming Activities | $3,610 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $4,556,732 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $45,250 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $300,585 |
Compensation of current officers, directors, key employees. | $60,117 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $2,185,267 |
Pension plan accruals and contributions | $65,018 |
Other employee benefits | $240,892 |
Payroll taxes | $182,663 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $59,267 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $136,511 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $260,642 |
Travel | $31,726 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $308,302 |
Depreciation, depletion, and amortization | $353,292 |
Insurance | $65,255 |
All other expenses | $91,544 |
Total functional expenses | $4,936,582 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $300 |
Savings and temporary cash investments | $2,081,500 |
Pledges and grants receivable | $1,122,813 |
Accounts receivable, net | $225,550 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $111,183 |
Net Land, buildings, and equipment | $7,744,319 |
Investments—publicly traded securities | $11,884,622 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $529,301 |
Total assets | $23,699,588 |
Accounts payable and accrued expenses | $318,750 |
Grants payable | $19,200 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $208,580 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $571,050 |
Total liabilities | $1,117,580 |
Net assets without donor restrictions | $17,407,264 |
Net assets with donor restrictions | $5,174,744 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $23,699,588 |