Junior Achievement Of Wisconsin Inc
- Assets
- $25.7m
- Revenue
- $3.8m
- Investments
- $0.0
- Employees
- 80
- Location
- Milwaukee, WI
- Founding
- 05/1994
- Data as of
- 06/2021
- EIN
- 39-0826295
Organization Overview
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 06/2021, Junior Achievement Of Wisconsin Inc employed 80 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 06/2021, Junior Achievement Of Wisconsin Inc generated $3.8m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (7.3%) each year. All expenses for the organization totaled $3.9m during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (5.1%) per year over the past 6 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
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. 21,822 STUDENTS IN 1,163 CLASSES.
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 MAKING SMART FINANCIAL DECISIONS TO BENEIFT THEMSELVES, THEIR FAMILY, AND THEIR COMMUNITY. VOLUNTEERS ASSIST STUDENTS IN MAKING CHOICES FOR THEIR BUSINESS AND PROVIDE CAREER EXPLORATION OPPORTUNITIES.2,785 STUDENTS IN 118 CLASSESJA 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.1,115 STUDENTS IN 51 CLASSES
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. 13,931 STUDENTS IN 557 CLASSES
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 DIFFERENCT 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. 20,663 STUDENTS IN 489 CLASSES
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. 21,822 STUDENTS IN 1,163 CLASSES.
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 MAKING SMART FINANCIAL DECISIONS TO BENEIFT THEMSELVES, THEIR FAMILY, AND THEIR COMMUNITY. VOLUNTEERS ASSIST STUDENTS IN MAKING CHOICES FOR THEIR BUSINESS AND PROVIDE CAREER EXPLORATION OPPORTUNITIES.2,785 STUDENTS IN 118 CLASSESJA 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.1,115 STUDENTS IN 51 CLASSES
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. 13,931 STUDENTS IN 557 CLASSES
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 DIFFERENCT 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. 20,663 STUDENTS IN 489 CLASSES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Frohna President | Officer | 50 | $225,171 |
Kara Kaiser Chair | OfficerTrustee | 1 | $0 |
Troy Carrothers Vice Chair | OfficerTrustee | 1 | $0 |
Sarah Lauber Treasurer | OfficerTrustee | 1 | $0 |
Sean Torinus Secretary | OfficerTrustee | 1 | $0 |
Aaron Grundman Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $759,211 |
| Related organizations | $0 |
| Government grants | $830,871 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,914,505 |
| Noncash contributions included in lines 1a–1f | $63,349 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,504,587 |
| Total Program Service Revenue | $0 |
| Investment income | $189,741 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $103,052 |
| Net Income from Fundraising Events | -$90,008 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,770,604 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $33,050 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $247,125 |
| Compensation of current officers, directors, key employees. | $49,425 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,817,811 |
| Pension plan accruals and contributions | $55,086 |
| Other employee benefits | $205,326 |
| Payroll taxes | $136,146 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $26,955 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $36,439 |
| Advertising and promotion | $0 |
| Office expenses | $78,369 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $213,595 |
| Travel | $4,152 |
| 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 | $315,198 |
| Depreciation, depletion, and amortization | $376,975 |
| Insurance | $81,554 |
| All other expenses | $32,201 |
| Total functional expenses | $3,948,376 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $63,111 |
| Savings and temporary cash investments | $3,745,640 |
| Pledges and grants receivable | $1,648,864 |
| Accounts receivable, net | $212,761 |
| 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 | $56,985 |
| Net Land, buildings, and equipment | $8,074,702 |
| Investments—publicly traded securities | $11,868,547 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $25,670,610 |
| Accounts payable and accrued expenses | $440,731 |
| Grants payable | $17,950 |
| 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 | $1,028,034 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $611,860 |
| Total liabilities | $2,098,575 |
| Net assets without donor restrictions | $17,829,528 |
| Net assets with donor restrictions | $5,742,507 |
| 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 | $25,670,610 |
Grants Recieved
Over the last fiscal year, we have identified 41 grants that Junior Achievement Of Wisconsin Inc has recieved totaling $723,067.
| Awarding Organization | Amount |
|---|---|
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $197,123 |
Madison Community Foundation Madison, WI PURPOSE: GENERAL CHARITABLE PURPOSES | $50,000 |
Otto Bremer Trust St Paul, MN PURPOSE: GENERAL OPERATIONS | $50,000 |
United Way Of The Greater Chippewa Valley Inc Eau Claire, WI PURPOSE: PERSONAL FINANCE AND WORK READINESS | $41,400 |
Schwab Charitable Fund San Francisco, CA PURPOSE: INTERNATIONAL, FOREIGN AFFAIRS | $32,950 |
Eau Claire Community Foundation Eau Claire, WI PURPOSE: JUNIOR ACHIEVEMENT PROGRAM | $30,295 |
Endowment Analysis
| Beg. Balance | $7,573,574 |
| Earnings | $3,162,357 |
| Net Contributions | $420,271 |
| Other Expense | $235,125 |
| Ending Balance | $10,921,077 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Western Nis Enterprises Fund Chicago, IL | $84,059,720 | $4,246,374 |
William Davidson Institute At The University Of Michigan School Of B Ann Arbor, MI | $55,197,050 | $3,759,607 |
Junior Achievement Usa St Paul, MN | $19,332,308 | $5,393,334 |
Partners Worldwide Grand Rapids, MI | $17,150,943 | $6,035,983 |
Junior Achievement Of Chicago Chicago, IL | $24,417,639 | $5,536,701 |
Junior Achievement Of Wisconsin Inc Milwaukee, WI | $25,670,610 | $3,770,604 |
Marketplace-Handwork Of India Evanston, IL | $2,563,812 | $2,631,132 |
Junior Achievement Usa Detroit, MI | $4,097,069 | $1,987,873 |
Junior Achievement Of The Michigan Great Lakes Grand Rapids, MI | $14,841,106 | $3,467,028 |
Junior Achievement Of The Heartland Moline, IL | $1,846,335 | $1,996,940 |
Junior Achievement Of Central Iowa Inc Des Moines, IA | $3,628,464 | $1,407,118 |
Alter Global Petersburg, IL | $998,267 | $399,411 |