2024-01-31T11:03:37-06:00 2023-06-30 463579543 ODONI PARTNERS LLC 4915 - 21ST AVENUE A MOLINE IL 61265 990 2022-07-01 362684253 JUNIOR ACHIEVEMENT OF THE HEARTLAND INC JUNI 3097361630 800 12TH AVE MOLINE IL 61265 JAMES DOUGAL NELSON PRESIDENT 3097361630 2024-01-29 1 JAMES DOUGAL NELSON 999009999 0 JAMES E TAYLOR P00002697 3097623626 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES DOUGAL NELSON 800 12TH AVENUE MOLINE IL 61265 2710622 0 X WWW.JAHEARTLAND.ORG X 1956 IA JUNIOR ACHIEVEMENT (JA) IS A WORLDWIDE ORGANIZATION THAT INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THEY DO THIS BY PROVIDING WORK-READINESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP PROGRAMS TO STUDENTS IN KINDERGARTEN THROUGH HIGH SCHOOL. THROUGH THESE PROGRAMS AND THE SUPPORT OF BUSINESSES AND INDIVIDUALS, JA REINFORCES THE RELEVANCY OF SCHOOLS' CURRICULUM AND EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS. 7 7 25 2245 0 0 1657115 2183126 79185 70855 17391 7712 243249 367007 1996940 2628700 0 0 0 0 895146 936005 0 0 403003 521803 634680 1416949 1570685 579991 1058015 1846335 2876143 185602 137973 1660733 2738170 X JUNIOR ACHIEVEMENT (JA) IS A WORLDWIDE ORGANIZATION THAT INSPIRES AND PREPARES YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. THEY DO THIS BY PROVIDING WORK-READINESS, FINANCIAL LITERACY AND ENTREPRENEURSHIP PROGRAMS TO STUDENTS IN KINDERGARTEN THROUGH HIGH SCHOOL. THROUGH THESE PROGRAMS AND THE SUPPORT OF BUSINESSES AND INDIVIDUALS, JA REINFORCES THE RELEVANCY OF SCHOOLS' CURRICULUM AND EMPOWERS YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS. 0 0 501094 ELEMENTARY: THE ELEMENTARY SCHOOL PROGRAMS INCLUDE SIX SEQUENTIAL THEMES FOR KINDERGARTEN THROUGH FIFTH-GRADE STUDENTS AND ONE CAPSTONE EXPERIENCE. STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE. THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL AND LIFELONG LEARNING. 176320 70855 JA WORLD: JA WORLD IS A 10,000 SQUARE FOOT LEARNING LAB LOCATED IN DOWNTOWN DAVENPORT, IOWA. THE FACILITY HOUSES TWO CAPSTONE PROGRAMS, JA BIZTOWN AND JA FINANCE PARK. THESE PROGRAMS ARE THE CULMINATION OF CLASSROOM-BASED ECONOMIC CURRICULUM WHERE STUDENTS LEAVE THEIR CLASSROOMS FOR A SIMULATED REAL-WORLD EXPERIENCE AT JA WORLD. 73531 MIDDLE GRADES: A SEQUENTIAL PROGRAM FOR JUNIOR HIGH STUDENTS, TAUGHT BY VOLUNTEER BUSINESS EXECUTIVES IN WHICH STUDENTS LEARN THEIR ROLE IN THE ECONOMY AND HOW ECONOMICS AFFECTS THEIR EVERYDAY LIVES. 130106 10000 HIGH SCHOOL: JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE, AND FOSTER SKILLS THAT WILL BE HIGHLY USEFUL IN THE BUSINESS WORLD. WITH A RANGE OF DIFFERENT PROGRAMS, JUNIOR ACHIEVEMENT TEACHES ABOUT CONCEPTS RELATING TO ENTREPRENEURSHIP, FINANCIAL LITERACY, AND WORK READINESS. 130106 10000 881051 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 25 1 0 0 0 0 0 1 1 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X X JAMES DOUGAL NELSON 3097361630 800 12TH AVENUE MOLINE IL 61265 BRIAN DUFFY CENTRAL REGION CHAIR 1.00 X 0 0 0 MICHAEL PENNINGTON NORTH REGION CHAIR 1.00 X 0 0 0 NICK KREMER CHAIR 1.00 X 0 0 0 CHRIS MAIERS VICE CHAIR 1.00 X 0 0 0 CHAD ULRICH TREASURER 1.00 X 0 0 0 RYAN WEBER IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JAMES DOUGAL NELSON CEO 40.00 X 128939 0 5205 SHANNON HUNTER SECRETARY 1.00 X 0 0 0 128939 0 5205 1 0 0 0 0 109964 2073162 39355 2183126 JA WORLD (SCHOOL FEES) 611600 70855 70855 70855 12006 12006 4294 -4294 -4294 -4294 434635 77628 357007 357007 MISCELLANEOUS INCOME 900099 10000 10000 10000 2628700 80855 0 364719 137945 68012 33210 36723 663027 326896 159623 176508 22414 11051 5396 5967 54472 31059 16918 6495 58147 33021 9266 15860 7265 7265 2982 2982 7451 3679 1391 2381 11818 5827 2845 3146 24939 14264 3937 6738 20428 10072 4918 5438 25442 12808 4952 7682 61279 55577 2103 3599 8745 4311 2106 2328 PROGRAM MATERIAL 253359 253359 CONSTRUCTION EXPENSE 88585 88585 IN-KIND 39355 18830 9575 10950 MISCELLANEOUS 30250 2367 10261 17622 52782 29918 9883 12981 1570685 881051 286631 403003 279113 251744 144427 645720 201610 624283 3610 21638 46026 2540509 1617972 980566 922537 215371 385833 1846335 2876143 106866 49557 34986 27830 43750 18750 0 41836 185602 137973 X 1359950 1992383 300783 745787 1660733 2738170 1846335 2876143 1058015 19422 0 X X 0 1 X 1 0 X 1149837 1019507 1179918 1657115 2183126 7189503 1149837 1019507 1179918 1657115 2183126 7189503 738408 6451095 4738 5058 4388 7197 12006 33387 8000 14580 8000 8020 10000 48600 7271490 0.88720 0.86610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196310 15274 7460 2982 201142 225416 -19444 7360 2302 196310 187809 45718 6030 2081 225416 198115 -3352 4190 2764 187809 314693 7054 123632 198115 1.00000 0 1 1 141500 141500 650872 441085 209787 903286 866872 36414 328354 310015 18339 516497 516497 922537 INVESTMENTS - POOLED SEPARATE ACCOUNTS 226760 RIGHT-OF-USE ASSET FOR OPERATING LEASE 41836 CAPITAL CAMPAIGN PLEDGES RECEIVABLE, LONG TERM 117237 385833 CURRENT OPERATING LEASE LIABILITY 20473 LEASE LIABILITY FOR OPERATING LEASE-NET OF CURRENT PORTION 21363 41836 X 2830838 19422 108070 77628 205120 2625718 2982 2982 2628700 1753401 108070 77628 185698 1567703 2982 2982 1570685 PART V, LINE 4: THE ENDOWMENT FUND WILL BE USED TO SUPPORT THE ORGANIZATION'S ACTIVITIES. DISTRIBUTIONS FROM THE ENDOWMENT FUND ARE LIMITED TO 5% PER YEAR OF THE FUND'S AVERAGE BALANCE AS OF DECEMBER 31. THE BOARD DESIGNATED FUNDS WILL BE USED TO SUPPORT SCHOLARSHIPS, PROGRAM SERVICES AND MAINTENANCE EXPENSES. PART X, LINE 2: THE ORGANIZATION EVALUATES THE TAX BENEFITS OF A TAX POSITION USING THE "MORE LIKELY THAN NOT" THRESHOLD. AS OF JUNE 30, 2023, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND RELATED TAX BENEFITS WHICH WOULD BE MATERIAL TO THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION FILES U.S. FEDERAL AND ILLINOIS INFORMATION RETURNS WHICH FOR FISCAL YEARS SUBSEQUENT TO 2017 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 77,628. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 77,628. GOLF TOURNAMENT 154335 154335 51210 BOWL-A-THON 155129 155129 9862 1 125171 125171 16556 434635 434635 77628 77628 357007 X MISCELLANEOUS 45 39355 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS PROVIDED TO THE FINANCE AND AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. THE COMMITTEE IS AUTHORIZED TO APPROVE THE FORM 990 ON BEHALF OF THE BOARD AS A WHOLE. THE FULL BOARD IS ALSO PROVIDED ACCESS TO THE FORM 990 VIA EMAIL FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SECTION 4 OF ARTICLE III OF THE CONFLICT OF INTEREST POLICY SPECIFICALLY ADDRESSES VIOLATIONS OF THE POLICY. IF THE BOARD HAS CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS, THE MEMBER WILL BE ADVISED AND AFFORDED AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE THE CONFLICT. IF A VIOLATION IS FOUND TO EXIST AFTER INVESTIGATION, THE MATTER SHALL BE REFERRED TO THE BOARD FOR FURTHER REVIEW AND APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. THE BOARD ALSO SEEKS TO MONITOR THE POLICY THROUGH THE ANNUAL DISCLOSURE PROCESS. UNDER THE POLICY, COMPLETED DISCLOSURE FORMS WILL BE REVIEWED BY THE GOVERNANCE COMMITTEE TO IDENTIFY POTENTIAL CONFLICTS TO ENSURE THAT ADMINISTRATION AND THE BOARD ARE AWARE OF THOSE CONFLICTS IN THE EVENT A TRANSACTION THAT GIVES RISE TO A POTENTIAL CONFLICT IS UNDER CONSIDERATION BY THE BOARD. IN ADDITION, THE ORGANIZATION HAS A WHISTLEBLOWER POLICY WHICH ENCOURAGES BOARD MEMBERS TO IDENTIFY ANY KNOWN VIOLATIONS OF ITS POLICIES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PRACTICE HAS BEEN FOR THE CURRENT BOARD CHAIR, IMMEDIATE PAST CHAIR AND CHAIR ELECT TO CONDUCT THE EVALUATION PROCESS OF THE PRESIDENT AND DETERMINE WHETHER ANY ADJUSTMENTS TO COMPENSATION NEED TO BE MADE. THIS GROUP RECEIVES COMPENSATION DATA PROVIDED BY JUNIOR ACHIEVEMENT-USA TO USE AS A BENCHMARK FOR COMPENSATION ALONG WITH OUR MARKET DATA. ANY CHANGES TO COMPENSATION METHODS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE A MATTER OF PUBLIC RECORD AND ARE ON FILE WITH THE IOWA SECRETARY OF STATE. THE ORGANIZATION ALSO PROVIDES A FINANCIAL SUMMARY IN AN ANNUAL REPORT DISTRIBUTED TO ITS DONORS AND OTHERS WHO MAINTAIN AN INTEREST IN THE ORGANIZATION. THE ANNUAL REPORT IS READILY AVAILABLE TO THOSE WHO REQUEST IT. REQUESTS FOR OTHER GOVERNING DOCUMENTS, BOARD POLICIES AND FINANCIAL INFORMATION BY THE PUBLIC ARE HANDLED ON A CASE BY CASE BASIS. FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS FOR AUDIT OVERSIGHT HAS NOT CHANGED FROM THE PRIOR YEAR. FREE ENTERPRISE FOUNDATION 800 12TH AVENUE MOLINE IL 61265 364439179 ENDOWMENT IA 501(C)(3) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREE ENTERPRISE FOUNDATION C 109964 FMV