2025-02-13T13:20:33-05:00 2024-12-31 841255164 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2024-07-01 840646077 COLORADO COUNCIL ON ECONOMIC EDUCATION COLO 3037522323 1355 S COLORADO BLVD SUITE 506 DENVER CO 80202 AMY SHERMAN PRESIDENT AND CEO 3037522323 2025-02-13 true false KRISTIN CALDER P01720813 3035345953 2025-02-13 2024 2025-03-06 01:10:19Z X ECONOMIC LITERACY COLORADO AMY SHERMAN 1355 S COLORADO BLVD DENVER CO 80222 50842 false X WWW.ECONLITCO.ORG X 1971 CO EMPOWERING COLORADO STUDENTS TO ACHIEVE A LIFETIME OF ECCONOMIC UNDERSTANDING AND FINANCIAL FREEDOM. X 19 19 7 26 0 653404 29925 12025 2641 54251 18276 54867 0 774547 50842 0 0 513584 88995 0 20311 320823 75387 834407 164382 -59860 -113540 845470 0 32570 0 812900 0 X OUR MISSION IS TO EMPOWER COLORADO STUDENTS TO ACHIEVE A LIFETIME OF ECONOMIC UNDERSTANDING AND FINANCIAL FREEDOM. HOW WILL WE ACHIEVE THIS MISSION? BY PROVIDING ECONOMIC AND PERSONAL FINANCIAL EDUCATION TO STUDENTS THROUGH TRAINING PROGRAMS AND CLASSROOM RESOURCES DELIVERED TO TEACHERS, SCHOOLS AND SCHOOL DISTRICTS. WE ENVISION A WORLD WHERE ALL COLORADO STUDENTS WILL LEARN THE FUNDAMENTAL ECONOMIC AND FINANCIAL DECISION-MAKING SKILLS NECESSARY TO REALIZE THEIR POTENTIAL. THIS MISSION IS A GOOD FIT WITH JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN'S (JA) MISSION TO INSPIRE AND PREPARE YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS. IN PARTNERSHIP WITH BUSINESS AND EDUCATORS JA IMMERSES STUDENTS IN DISRUPTIVE, REAL-WORLD EXPERIENCES. THE ACQUISITION OF COLORADO COUNCIL ON ECONOMIC EDUCATION (ELC) BY JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN WAS APPROVED BY THE JA BOARD ON AUGUST 22, 2024. THE ACQUISITION WAS APPROVED BY THE ELC BOARD ON AUGUST 15, 2024. false true 96324 2641 OUR PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATION PROGRAMS AND SERVICES FOR COLORADO K-12 TEACHERS AND THE COMMUNITY TO ASSIST IN IMPROVING ECONOMIC EDUCATION AND PERSONAL FINANCIAL LITERACY FOR STUDENTS IN COLORADO K-12 SCHOOLS. WE ALSO MAKE AVAILABLE TO K-12 TEACHERS AND SCHOOL DISTRICTS A WIDE RANGE OF GRADE-APPROPRIATE ECONOMICS AND PERSONAL FINANCIAL LITERACY (PFL) CURRICULUM RESOURCES. 23087 WE PROVIDE PROGRAMS DIRECTLY TO COLORADO K-12 STUDENTS; THOSE PROGRAMS INCLUDE A STOCK MARKET PORTFOLIO SIMULATION PROGRAM CALLED THE STOCK MARKET EXPERIENCE (SME) AND THE INVEST IN GIRLS (IIG). THE SME PROGRAM IS PROVIDED TO TEACHERS OF COLORADO STUDENTS IN GRADES 3-12. IT IS A COMPREHENSIVE, ENGAGING, REAL-WORLD, ONLINE INVESTMENT SIMULATION. STOCK MARKET SIMULATION PROGRAMS HAVE BEEN PROVEN TO IMPROVE STUDENT LEARNING IN PFL, ECONOMICS, MATH, AND LANGUAGE ARTS. WE OPERATE SEVERAL SME SESSIONS EACH SCHOOL YEAR. THE IIG OFFERS VIRTUAL COURSES ON THE BASICS OF PERSONAL FINANCE AND INVESTING AND OFFERS IN-PERSON EXPERIENCES FOR THE STUDENTS TO MEET AND HEAR INDUSTRY PROFESSIONALS GIVE INSIGHTS AND ADVICE ABOUT CAREERS IN FINANCE. 119411 true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false true 5 0 true 7 true false false false false false false false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false X X CLIFF DEFFKE 3032606294 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 AMY SHERMAN PRESIDENT AN 40.00 X 26382 0 0 SLOAN SMITH CHAIR 2.00 X X 0 0 0 DAN KATZ CHAIR ELECT 2.00 X X 0 0 0 TODD VANOSDOLL TREASURER 2.00 X X 0 0 0 LIZ DONLEY SECRETARY 2.00 X X 0 0 0 MICHELLE ADAMS MEMBER 2.00 X 0 0 0 ERIC BUSH MEMBER 2.00 X 0 0 0 LISA CASHMAN MEMBER 2.00 X 0 0 0 PETER COORS MEMBER 2.00 X 0 0 0 RYAN HARRIS MEMBER 2.00 X 0 0 0 STEPHANIE HARTMAN MEMBER 2.00 X 0 0 0 CHRISTINA MARTINEZ MEMBER 2.00 X 0 0 0 JENNY PETTIT MEMBER 2.00 X 0 0 0 LUIS RAMIREZ MEMBER 2.00 X 0 0 0 NANCY RIMINGTON MEMBER 2.00 X 0 0 0 CHRISTYLE RUSSELL MEMBER 2.00 X 0 0 0 SANDY SHOEMAKER MEMBER 2.00 X 0 0 0 TORY TRIPP MEMBER 2.00 X 0 0 0 BEN WAYNE MEMBER 2.00 X 0 0 0 ADI LEONARD MEMBER 2.00 X 0 0 0 26382 false false false 29925 370 29925 EDUCATION PROGRAM 611710 2641 2641 2641 18276 18276 50842 2641 18276 26382 11872 7915 6595 48987 39739 4254 4994 2867 1940 503 424 3559 2994 273 292 7200 5220 1200 780 2315 1852 289 174 3038 2430 380 228 10786 8629 1348 809 674 547 80 47 5680 4544 710 426 14072 11258 1759 1055 1986 1976 6 4 4952 4584 230 138 1281 1025 160 96 PROGRAM STIPENDS 12919 12919 MISCELLANEOUS 6052 530 5472 50 PROGRAM HONORARIUM/AWARDS 4800 4800 FUNDRAISING EXPENSES 4150 4150 2682 2552 81 49 164382 119411 24660 20311 196950 16500 12819 4178 460578 154445 845470 0 21896 10674 32570 0 X 375058 437842 812900 0 845470 0 X -113540 -699360 X false false false X 479678 503981 457448 653404 29925 2124436 479678 503981 457448 653404 29925 2124436 162330 1962106 171912 -126613 67548 54251 18276 185374 70758 637 828 1490 73713 2383523 2641 0.82320 0.82280 X PART II, LINE 10 73,713 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 147949 -147949 147839 13174 -11581 -1483 147949 150753 10827 -12313 -1428 147839 188157 -25667 -9985 -1752 150753 166613 35036 -11767 -1725 188157 1.00000 true false SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE ENDOWMENT FUND IS TO IMPLEMENT THE ORGANIZATION'S PROGRAMS IN COLORADO. SCHEDULE D, PAGE 4, PART XIII PART V ENDOWMENT FUNDS THE BALANCE OF THE ENDOWMENT WAS TRANSFERRED TO JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. UPON THE ACQUISITION ON 9/1/2024. OTHER EXPENDITURES FOR FACILITIES AND PROGRAMS ON LINE 1E INCLUDES BOTH REGULAR DISTRIBUTIONS AND THE FINAL TRANSFER. THE INTENDED USE OF THE ENDCOWMENT HAS NOT CHANGED. THE DISTRIBUTIONS WERE AS FOLLOWS: ENDOWMENT DISTRIBUTIONS 10,759 TRANSFER TO JARMI 137,190 TOTAL EXPENDITURES 147,949 CASH &CASH EQUIVALENT 2024-09-01 237773 N/A 840430195 JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 501C3 INVESTMENTS 2024-09-01 461587 MARKET 840430195 JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 501C3 ROU ASSET 2024-09-01 3720 BOOK 840430195 JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 501C3 PROPERTY & EQUIPMENT 2024-09-01 BOOK 840430195 JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC 6500 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 80111 501C3 true true false false true true true false SCHEDULE N, PAGE 1, PART I, LINE 2E PART 1 LINE 2A BOARD MEMBERS TRANSFERRED TO JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. BOARD PETER COORS DANIEL KATZ LUIS RAMIREZ SLOAN SMITH PART 1 LINE 2B EMPLOYEES TRANSFERRED TO JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. AMANDA DIXON JAMES LEBLANC MARGARET MCVEIGH AMY SHERMAN FORM 990 - ORGANIZATION'S MISSION OUR MISSION IS TO EMPOWER COLORADO STUDENTS TO ACHIEVE A LIFETIME OF ECONOMIC UNDERSTANDING AND FINANCIAL FREEDOM. HOW WILL WE ACHIEVE THIS MISSION? BY PROVIDING ECONOMIC AND PERSONAL FINANCIAL EDUCATION TO STUDENTS THROUGH TRAINING PROGRAMS AND CLASSROOM RESOURCES DELIVERED TO TEACHERS, SCHOOLS AND SCHOOL DISTRICTS. WE ENVISION A WORLD WHERE ALL COLORADO STUDENTS WILL LEARN THE FUNDAMENTAL ECONOMIC AND FINANCIAL DECISION-MAKING SKILLS NECESSARY TO REALIZE THEIR POTENTIAL. THIS MISSION IS A GOOD FIT WITH JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN'S (JA) MISSION TO INSPIRE AND PREPARE YOUNG PEOPLE TO OWN THEIR ECONOMIC SUCCESS. IN PARTNERSHIP WITH BUSINESS AND EDUCATORS JA IMMERSES STUDENTS IN DISRUPTIVE, REAL-WORLD EXPERIENCES. THE ACQUISITION OF COLORADO COUNCIL ON ECONOMIC EDUCATION (ELC) BY JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN WAS APPROVED BY THE JA BOARD ON AUGUST 22, 2024. THE ACQUISITION WAS APPROVED BY THE ELC BOARD ON AUGUST 15, 2024. FORM 990, PAGE 2, PART III, LINE 3 ON SEPTEMBER 1, 2024 COLORADO COUNCIL ON ECONOMIC EDUCATION D/B/A ECONOMIC LITERACY COLORADO WAS ACQUIRED BY JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. ALL ASSETS, LIABILITIES, AND EMPLOYEES WERE TRANSFERRED TO JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. THE PROGRAM SERVICES PREVIOUSLY PROVIDED BY ECONOMIC LITERACY COLORADO ARE NOW PROVIDED AT THE SAME LEVEL BY JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C FIRST BOARD MEETING OF EVERY CALENDAR YEAR, BOARD MEMBERS SUBMIT A CONFLICT OF INTEREST STATEMENT. FORM 990, PAGE 6, PART VI, LINE 15A PRESIDENT AND CEO COMPENSATION IS DETERMINED BY MERIT IN ADDITION TO REVIEWING COMPARABLE LOCAL SALARY SURVEYS AND THE COLORADO NONPROFIT ASSOCIATION JOB BOARD. FORM 990, PAGE 6, PART VI, LINE 15B EMPLOYEE COMPENSATION IS DETERMINED USING MARKET COMPENSATION INFORMATION FOR COMPARABLE POSITIONS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION IS A MEMBER OF COLORADOGIVES.ORG. COLORADOGIVES.ORG IS AN ONLINE RESOURCE FEATURING HUNDREDS OF COLORADO CHARITIES. IT ENCOURAGES CHARITABLE GIVING BY PROVIDING COMPREHENSIVE, OBJECTIVE, AND UP-TO-DATE INFORMATION ABOUT COLORADO CHARITIES. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE COLORADOGIVES.ORG WEBSITE. ALL ITEMS ARE ALSO AVAILABLE UPON REQUEST THROUGH THE ORGANIZATION'S OFFICE. FORM 990, PART XI, LINE 9 JARMI ACQUISITION -699,360 TRANSFER OF NET ASSETS TO JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN, INC. -699,360