2026-01-15T12:49:13-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2024-07-01 411424988 JUNIOR ACHIEVEMENT NORTH JUNI 6512550055 PO BOX 120478 ST PAUL MN 55112 JOLENE HART CHIEF FINANCIAL OFFICER 6512550055 2025-12-17 1 1 KAREN A GRIES P00078514 6128764500 2025-12-17 2024 2025-03-06 01:10:19Z ROB GOGGINS PO BOX 120478 ST PAUL MN 55112 7848413 0 1116 X WWW.JANORTH.ORG X 1949 MN JUNIOR ACHIEVEMENT NORTH PREPARES YOUNG PEOPLE WITH THE SKILLSET AND MINDSET TO BUILD THRIVING COMMUNITIES. THROUGH FINANCIAL LITERACY, CAREER READINESS, AND ENTREPRENEURIAL PROGRAMMING, WE PLAY A CRITICAL ROLE IN ADDRESSING THE SKILLS, WEALTH, AND OPPORTUNITY GAPS OUR COMMUNITIES FACE.JUNIOR ACHIEVEMENT NORTH OFFERS PROGRAMMING TO K-12 STUDENTS ACROSS ITS REGION, WHICH HELPS STUDENTS BUILD FINANCIAL STABILITY, CONNECTS THEM TO REAL-LIFE SKILLS AND CAREERS, IGNITES YOUTH ENTREPRENEURSHIP, AND CULTIVATES ENGAGED COMMUNITY LEADERS. JUNIOR ACHIEVEMENT EMPOWERS STUDENTS TO MAKE CONNECTIONS BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD. THIS APPROACH ENHANCES THE RELEVANCE OF THEIR CLASSROOM LEARNING AND DEMONSTRATES THE POWER OF EDUCATION IN FUTURE ENDEAVORS. 60 60 72 7205 0 0 8788125 7004774 239388 244258 432229 589686 -64823 -72625 9394919 7766093 928500 755450 0 0 3967156 4763358 0 0 1526279 2747542 3396169 7643198 8914977 1751721 -1148884 29715850 28089080 16360941 325540 13354909 27763540 X TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 1 0 2929667 730000 23180 JUNIOR ACHIEVEMENT TRADITIONAL IN-SCHOOL PROGRAMS:ELEMENTARY SCHOOL PROGRAMS - DURING ELEMENTARY SCHOOL PROGRAMS, STUDENTS BUILD A SOLID FOUNDATION AND LEARN BASIC CONCEPTS OF BUSINESS, FINANCE, COMMUNITY ENGAGEMENT AND THE IMPORTANCE OF EDUCATION. THROUGH EXPERIENTIAL LESSONS AND CONNECTING WITH COMMUNITY VOLUNTEERS, JUNIOR ACHIEVEMENT BRINGS LEARNING TO LIFE THROUGH ENGAGING LESSONS FOR STUDENTS.MIDDLE SCHOOL PROGRAMS - IN MIDDLE SCHOOL, STUDENTS BUILD ON CONCEPTS LEARNED IN ELEMENTARY SCHOOL, AND LESSONS ARE DESIGNED TO BUILD FOUNDATIONAL FINANCIAL SKILLS, EXPOSE STUDENTS TO A VARIETY OF CAREER OPPORTUNITIES, AND CULTIVATE AN ENTREPRENEURIAL SPIRIT. THE PROGRAMS SUPPLEMENT STANDARD SCHOOL CURRICULA AND BUILD COMMUNICATION SKILLS ESSENTIAL TO SUCCESS OUTSIDE OF SCHOOL. VOLUNTEERS SUPPORT TEACHERS BY IMPLEMENTING CLASSROOM LESSONS, WHICH HELPS BUILD COMMUNITY CONNECTIONS AND ENHANCE LEARNING.HIGH SCHOOL PROGRAMS- JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS HELP STUDENTS MAKE INFORMED, INTELLIGENT DECISIONS ABOUT THEIR FUTURE, AND FOSTER SKILLS THAT WILL BE VALUABLE AS THEY GRADUATE FROM HIGH SCHOOL AND TAKE THEIR NEXT STEPS. 2602560 0 221078 EXPERIENTIAL LEARNING PROGRAMMING:EXPERIENTIAL LEARNING PROGRAMS BRING LEARNING TO LIFE FOR STUDENTS. THESE PROGRAMS ARE CENTERED ON A LEARNING LABORATORY EXPERIENCE THAT PROVIDES A TANGIBLE WAY FOR STUDENTS TO APPLY WHAT THEY HAVE LEARNED IN THE CLASSROOM WHILE ONSITE IN THE JUNIOR ACHIEVEMENT LEARNING LABS. EXPERIENTIAL LEARNING PROGRAMS INCLUDE JA BIZTOWN AND JA FINANCE PARK WITH IN-PERSON AND VIRTUAL DELIVERY MODELS.JA BIZTOWN - ELEMENTARY AND MIDDLE SCHOOL STUDENTS ARE NOT OLD ENOUGH TO DRIVE, WORK, VOTE OR BE A CEO. BUT THAT DOESN'T STOP THEM FROM OPERATING BANKS, MANAGING RESTAURANTS, WRITING CHECKS, AND VOTING FOR MAYOR AT JA BIZTOWN. THE PROGRAM COMBINES IN-CLASS LEARNING WITH A DAY-LONG VISIT TO THIS FULLY INTERACTIVE SIMULATED LAB. JA BIZTOWN HELPS STUDENTS CONNECT THE DOTS BETWEEN WHAT THEY LEARN IN SCHOOL AND THE REAL WORLD. THROUGH DAILY LESSONS, INTERACTIVE ACTIVITIES, AND PARTICIPATION IN THIS SIMULATED COMMUNITY DESIGNED TO SUPPORT DIFFERENTIATED LEARNING STYLES, STUDENTS DEVELOP A STRONG UNDERSTANDING OF THE RELATIONSHIP BETWEEN WHAT THEY LEARN IN SCHOOL AND THEIR SUCCESSFUL PARTICIPATION IN AN ECONOMY AND COMMUNITY.JA FINANCE PARK - STUDENTS PRACTICE PLANNING FOR A SUCCESSFUL FUTURE DURING THIS LEARNING SIMULATION THAT COVERS CRITICAL PERSONAL FINANCE CONCEPTS AND CAREER EXPLORATION. JA FINANCE PARK IS DESIGNED TO BE TAUGHT TO MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS BY CLASSROOM TEACHERS. AT THE CULMINATION OF THIS PROGRAM, STUDENTS VISIT JA FINANCE PARK IN A VIRTUAL SIMULATION OR AN ON-SITE DAY TO PUT INTO PRACTICE WHAT THEY HAVE LEARNED ABOUT ECONOMIC OPTIONS AND THE PRINCIPLES OF BUDGETING. ASSISTED BY THEIR TEACHERS AND A STAFF OF TRAINED VOLUNTEERS, STUDENTS EXPLORE BUDGETING AND HOW EDUCATIONAL AND FINANCIAL DECISIONS CAN IMPACT THEIR FUTURE.WE MEET STUDENTS WHERE THEY'RE AT. WE UTILIZE VIRTUAL CONTENT TO MEET THE CONTINUAL NEEDS OF REMOTE LEARNING OPPORTUNITIES, WHICH MEANS STUDENTS WHO COULDN'T BEFORE RECEIVE CLASSROOM PROGRAMMING OR MAKE IT TO OUR LEARNING LABS NOW HAVE ACCESS TO THOSE EXPERIENCES, INCLUDING VIRTUAL VOLUNTEER VIDEOS, JA BIZTOWN ONLINE ADVENTURES, AND JA FINANCE PARK VIRTUAL.WE MEET STUDENTS WHERE THEY'RE AT. THE VIRTUAL INNOVATIONS WE STARTED DEVELOPING IN 2020 WILL REMAIN PART OF OUR ONGOING PROGRAMMING SO WE CAN CONTINUE TO REACH A BROADER GROUP OF STUDENTS WITHIN THE REGION. WE HAVE LEVERAGED VIRTUAL CONTENT TO MEET THE CONTINUAL NEEDS OF REMOTE LEARNING OPPORTUNITIES, WHICH MEANS STUDENTS WHO COULDN'T BEFORE RECEIVE CLASSROOM PROGRAMMING OR MAKE IT TO OUR LEARNING LABS NOW HAVE ACCESS TO THOSE EXPERIENCES, INCLUDING VIRTUAL VOLUNTEER VIDEOS, JA BIZTOWN ONLINE ADVENTURES, AND JA FINANCE PARK VIRTUAL. 916395 0 0 3DE:3DE BY JUNIOR ACHIEVEMENT IS A PIONEERING HIGH SCHOOL INSTRUCTIONAL MODEL THAT IS AT THE FOREFRONT OF OUR MISSION TO EXPAND ECONOMIC MOBILITY BY TRANSFORMING EDUCATION INTO DYNAMIC, REAL-WORLD LEARNING EXPERIENCES. THE 3DE MODEL IS ROOTED IN THE DEVELOPMENT OF ESSENTIAL COMPETENCIES SUCH AS CRITICAL THINKING, CREATIVITY AND INNOVATION, COMMUNICATION, COLLABORATION, CULTURAL AGILITY, AND SELF-DIRECTION. THROUGH CONSISTENT INVESTMENT BY EDUCATORS, JUNIOR ACHIEVEMENT STAFF, BUSINESS PARTNERS, AND VOLUNTEERS, STUDENTS FLOURISH AS THEY BUILD CONFIDENCE AND PREPARE TO LEAD CHOICE-FILLED LIVES BEYOND HIGH SCHOOL. 283213 25450 0 ENTREPRENEURIAL PROGRAMMING:JUNIOR ACHIEVEMENT'S ENTREPRENEURIAL PROGRAMS HELP DEVELOP THEIR OWN ENTREPRENEURIAL SKILLS THAT WILL BE VALUABLE AS THEY GRADUATE FROM HIGH SCHOOL AND TAKE THEIR NEXT STEPS. THE JA COMPANY PROGRAM IS A BUSINESS AND LEADERSHIP EXPERIENCE FOR 9TH-12TH GRADE STUDENTS. STUDENTS ARE ENCOURAGED TO USE INNOVATIVE THINKING TO CREATE, MARKET, AND OPERATE THEIR OWN BUSINESSES. THROUGH THIS IN-DEPTH LEADERSHIP AND ENTREPRENEURSHIP PROGRAM, STUDENTS GAIN REAL-WORLD BUSINESS EXPERIENCE BY WORKING IN TEAMS TO CONCEPTUALIZE, CAPITALIZE, AND MANAGE THEIR OWN SMALL BUSINESSES. HOSTED AND ADVISED BY ENTREPRENEURS AND VOLUNTEERS, STUDENTS GAIN INSIGHT INTO LARGER CONCEPTS LIKE MARKET RESEARCH, BUSINESS LEADERSHIP, AND FINANCIAL MANAGEMENT WHILE DEVELOPING VALUABLE CAREER AND LEADERSHIP SKILLS. 283213 25450 0 6731835 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 13 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 60 60 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN WI ND X JOLENE HART 6512550068 PO BOX 120478 ST PAUL MN 55112 ROB GOGGINS BOARD CHAIR 4.00 0.00 X X 0 0 0 JENNY GULDSETH VICE CHAIR 4.00 2.00 X X 0 0 0 PHIL KRUMP TREASURER 4.00 0.00 X X 0 0 0 HEATHER TESKEY SECRETARY 4.00 0.00 X X 0 0 0 ROTOLU ADEBIYI DIRECTOR 2.00 0.00 X 0 0 0 PATRICK PAZDERKA DIRECTOR 2.00 0.00 X 0 0 0 KASEY BEELER DIRECTOR 2.00 0.00 X 0 0 0 ERIC BLACK DIRECTOR 2.00 0.00 X 0 0 0 AMY BRACHIO DIRECTOR 2.00 0.00 X 0 0 0 DON BROWN DIRECTOR 2.00 0.00 X 0 0 0 JABARI BUSH DIRECTOR 2.00 0.00 X 0 0 0 BEN BUSHMAN DIRECTOR 2.00 0.00 X 0 0 0 JARRETT CAMPBELL DIRECTOR 2.00 0.00 X 0 0 0 HEIDI R CHRISTOPHERSON DIRECTOR 2.00 0.00 X 0 0 0 DR ROSE WAN-MUI CHU DIRECTOR 2.00 0.00 X 0 0 0 RYAN CULHANE DIRECTOR 2.00 0.00 X 0 0 0 JEFF DAVIDMAN DIRECTOR 2.00 0.00 X 0 0 0 SHELISA DEMUTH DIRECTOR 2.00 0.00 X 0 0 0 KEVIN DILORENZO DIRECTOR 2.00 0.00 X 0 0 0 PATRICK DOOLING DIRECTOR 2.00 0.00 X 0 0 0 AARON EGGERT DIRECTOR 2.00 0.00 X 0 0 0 LAURA ESPESETH DIRECTOR 2.00 0.00 X 0 0 0 ANDREW FREND DIRECTOR 2.00 0.00 X 0 0 0 STEPHEN FRIEND DIRECTOR 2.00 0.00 X 0 0 0 SARAH GENGENBACH DIRECTOR 2.00 0.00 X 0 0 0 ALEX GOODWIN DIRECTOR 2.00 0.00 X 0 0 0 TOM HOLMAN DIRECTOR 2.00 0.00 X 0 0 0 JANET JOHANSON DIRECTOR 2.00 1.00 X 0 0 0 PAUL JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 SHANE JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 SAIDA LESOV DIRECTOR 2.00 0.00 X 0 0 0 CASSIE LUNDY DIRECTOR 2.00 0.00 X 0 0 0 BRENDA MCCULLOUGH DIRECTOR 2.00 0.00 X 0 0 0 KELLY MCNAMARA DIRECTOR 2.00 0.00 X 0 0 0 PHIL MILLER DIRECTOR 2.00 0.00 X 0 0 0 ANNE MOOTZ DIRECTOR 2.00 1.00 X 0 0 0 SARAH MUMM DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL MURATORE DIRECTOR 2.00 0.00 X 0 0 0 CHRISTINE NOEL DIRECTOR 2.00 0.00 X 0 0 0 BILL O'KEEFE DIRECTOR 2.00 0.00 X 0 0 0 KETHAN PRADHAN DIRECTOR 2.00 0.00 X 0 0 0 LEELA RAO DIRECTOR 2.00 0.00 X 0 0 0 JOE RAVENS DIRECTOR 2.00 0.00 X 0 0 0 DOUG REIER DIRECTOR 2.00 0.00 X 0 0 0 KATHY ROBIDEAU DIRECTOR 2.00 0.00 X 0 0 0 JESSE ROSS DIRECTOR 2.00 0.00 X 0 0 0 TANMAY SINHA DIRECTOR 2.00 0.00 X 0 0 0 ANTONIO TOFT DIRECTOR 2.00 0.00 X 0 0 0 JACKIE TURNER DIRECTOR 2.00 0.00 X 0 0 0 ALEXIS WALSKO DIRECTOR 2.00 0.00 X 0 0 0 NATHAN WEAVER DIRECTOR 2.00 0.00 X 0 0 0 TODD WEHNER DIRECTOR 2.00 0.00 X 0 0 0 KREG WEIGAND DIRECTOR 2.00 0.00 X 0 0 0 TOM WILLIAMS DIRECTOR 2.00 0.00 X 0 0 0 JAMIE WOELL DIRECTOR 2.00 0.00 X 0 0 0 JAIMEE WOLCOTT DIRECTOR 2.00 0.00 X 0 0 0 XIAO ZHANG DIRECTOR 2.00 0.00 X 0 0 0 ANGELA ZURICK DIRECTOR 2.00 0.00 X 0 0 0 RONALD P HAFNER DIRECTOR EMERITUS 2.00 2.00 X 0 0 0 MICHAEL DUFFY DIRECTOR EMERITUS 2.00 0.00 X 0 0 0 JAN KRUCHOWSKI DIRECTOR EMERITUS 2.00 2.00 X 0 0 0 BRIAN PETERSON DIRECTOR EMERITUS 2.00 1.00 X 0 0 0 MICHAEL ROOS DIRECTOR EMERITUS 2.00 1.00 X 0 0 0 SARA DZIUK CEO & PRESIDENT 39.00 1.00 X 442700 0 27907 JOLENE HART CHIEF FINANCIAL OFFICER 39.00 1.00 X 226843 0 7645 GEOFF WILSON CHIEF OPERATING OFFICER 40.00 0.00 X 65184 0 166 JENNIFER KMECIK VP OF PROGRAMS 40.00 0.00 X 158167 0 5325 SARAH TRENDA MARTIN VP OF DEVELOPMENT 40.00 0.00 X 146390 0 15112 KUMAR BALASUBRAHMANYAN VP OF INNOVATION 40.00 0.00 X 149881 0 8844 MARYSE BIRR VP OF PARTNERSHIPS 40.00 0.00 X 121250 0 10428 1310415 0 75427 6 0 1 0 MA MORTENSON COMPANY 700 MEADOW LANE NORTH MINNEAPOLIS MN 55442 TUCKPOINTING REPAIR 895723 SUCCESS COMPUTER CONSULTING 6130 GOLDEN HILLS DR GOLDEN VALLEY MN 55416 OUTSOURCED IT SERVICES 193014 FIXED ASSETS 2605 FERNBROOK LN N SUITE D PLYMOUTH MN 55447 BUILDING MAINTENANCE SERVICES 121925 ROC COMMERCIAL CLEANING PO BOX 28779 OAKDALE MN 551280779 OUTSOURCED CLEANING SERVICES 113854 4 495682 374161 865727 5269204 5391 7004774 JA BIZTOWN 611630 221078 221078 JA TRADITIONAL CLASSROOM 624310 23180 23180 244258 329343 329343 260343 0 260343 260343 260343 2475 495682 82320 -79845 -79845 MISCELLANEOUS REVENUE 900099 7220 7220 7220 7766093 244258 0 517061 730000 730000 25450 25450 4130888 2800906 405437 924545 91934 62318 9021 20595 242455 164351 23790 54314 298081 202058 29248 66775 25590 25590 66000 66000 237875 154845 83030 185726 124014 17951 43761 555236 454581 25264 75391 70860 47315 6849 16696 401598 328795 18273 54530 686049 596127 63624 26298 576768 472210 26244 78314 PROGRAM MATERIALS 286151 286151 OTHER PROGRAM COSTS 177879 177879 MISCELLANEOUS EXPENSE 126437 38835 5572 82030 8914977 6731835 656863 1526279 11524984 335953 3618024 4119662 3081865 31614 2033 17290 24810 46992 83426 18401213 4483237 13975308 13917976 7024993 29715850 28089080 816520 325540 15544421 16360941 325540 X 723548 16099356 12631361 11664184 13354909 27763540 29715850 28089080 X -1148884 -82485 15640000 X X 0 1 X 1 0 X 4795173 5169387 15627371 8788125 7004774 41384830 4795173 5169387 15627371 8788125 7004774 41384830 8532010 32852820 10236 7494 43192 261329 329343 651594 2268 2490 52764 10105 7220 74847 42111271 1024497 0.78010 0.77220 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,268. 2021 AMOUNT: $ 2,490. 2022 AMOUNT: $ 52,764. 2023 AMOUNT: $ 10,105. 2024 AMOUNT: $ 7,220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66000 66000 6665835 6731835 486592 121648 0 0 447409 532160 486592 1466161 2199242 55000 45277 66000 166277 111852 133040 121648 366540 549810 1087500 107000 20100 1174400 860600 146900 97700 17700 1087500 803151 66600 9151 860600 974154 -128236 30730 12037 803151 774964 224757 25567 974154 0.00000 0.49276 0.50724 0 1 1 1123312 1123312 15748439 3230818 12517621 1529462 1252419 277043 13917976 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD IN THE JUNIOR ACHIEVEMENT NORTH FOUNDATION (FOUNDATION), A RELATED ORGANIZATION ORGANIZED TO SUPPORT THE MISSIONS AND OPERATIONS OF JUNIOR ACHIEVEMENT NORTH. THE ENDOWMENT FUND REPRESENTS GIFTS DONATED TO THE FOUNDATION WITH THE STIPULATION THAT THE PRINCIPAL BE MAINTAINED INTACT IN PERPETUITY AND THAT THE INVESTMENT INCOME IS TO BE USED TO CARRY OUT THE PURPOSES OF JUNIOR ACHIEVEMENT NORTH. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT JUNIOR ACHIEVEMENT, THROUGH THE JUNIOR ACHIEVEMENT USA GROUP EXEMPTION, IS A NONPROFIT ENTITY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE, SECTION 501(C)(3) AND APPLICABLE STATE STATUTES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE ORGANIZATION FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025 OR 2024. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PLAY FOR JA 212462 212462 10848 2008 272 COMPANY OF THE YEAR 104475 102000 2475 13186 15599 300 5929 6 181220 181220 2391 4431 12880 10001 275 4200 498157 495682 2475 15577 4431 23728 27608 575 10401 82320 -79845 1 JUNIOR ACHIEVEMENT NORTH FOUNDATION PO BOX 120478 ST PAUL MN 55112 411872097 501(C)(3) 730000 0 TRANSFER TO THE FOUNDATION FOR FUTURE PROGRAMMING 1 0 SCHOLARSHIP AWARDS 24 25450 PART I, LINE 2: JUNIOR ACHIEVEMENT NORTH PROVIDES SCHOLARSHIP AWARDS TO STUDENTS BASED ON THEIR PERFORMANCE IN THE JUNIOR ACHIEVEMENT TITAN AND JUNIOR ACHIEVEMENT COMPANY PROGRAMS AND RELATED COMPETITIONS. X X X X 0 0 0 0 0 0 0 1 0 SARA DZIUK CEO & PRESIDENT 299885 0 141825 0 990 0 10737 0 17170 0 470607 0 0 0 JOLENE HART CHIEF FINANCIAL OFFICER 182905 0 41850 0 2088 0 6974 0 671 0 234488 0 0 0 JENNIFER KMECIK VP OF PROGRAMS 122716 0 35000 0 451 0 4882 0 443 0 163492 0 0 0 SARAH TRENDA MARTIN VP OF DEVELOPMENT 111070 0 35000 0 320 0 5044 0 10068 0 161502 0 0 0 KUMAR BALASUBRAHMANYAN VP OF INNOVATION 119606 0 30000 0 275 0 4738 0 4106 0 158725 0 0 0 PART I, LINE 7 THERE ARE TWO KEY COMPONENTS OF THE EXECUTIVE COMPENSATION PHILOSOPHY OF THE ORGANIZATION: 1) REWARD FOR PERFORMANCE AND 2) PROVIDE REASONABLE AND COMPETITIVE PAY PACKAGES WITH THOSE OFFERED TO LEADERS OF ORGANIZATIONS COMPARABLE TO THE ORGANIZATION IN TERMS OF SIZE, COMPLEXITY, AND MISSION IMPACT. AS PART OF THE REWARD FOR PERFORMANCE, THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD HAS ADOPTED AN INCENTIVE COMPENSATION PLAN (THE PLAN). THE PLAN INTENDED TO STIMULATE AND REWARD RESULTS AND ACHIEVEMENT NECESSARY TO ACCOMPLISH THE STRATEGIC MISSION AND IMPACT OF THE ORGANIZATION. THE PLAN IS DESIGNED TO MOTIVATE GROWTH INTO TOTAL REVENUE AND PROGRAMMATIC IMPACT IN OUR COMMUNITIES SERVED; LINK THE ACCOMPLISHMENTS OF THE ORGANIZATION'S MISSION TO COMPENSATION AND CONTROL COSTS BY PROVIDING VARIABLE COMPENSATION BASED ON PERFORMANCE TO ENHANCE AFFORDABILITY OF A TOTAL CASH COMPENSATION PROGRAM; AND ENHANCE THE FOCUS, MOTIVATION, AND RETENTION OF KEY ORGANIZATIONAL MANAGEMENT. THERE IS A CAP ON THE AMOUNT OF INCENTIVE THAT ANY EXECUTIVE CAN EARN FROM THE PLAN. THE COMPENSATION COMMITTEE USES DIRECTION IN DETERMINING THE LEVEL OF ACHIEVEMENT OF CERTAIN PERFORMANCE MEASUREMENTS. THE COMPENSATION COMMITTEE ALSO ANNUALLY EXAMINES THE COMPARABLE MARKET DATA FOR THESE POSITIONS TO ENSURE COMPENSATION REMAINS REASONABLE WHEN LOOKING AT THE TOTAL COMPENSATION PACKAGE. THE EXECUTIVE COMMITTEE OF THE BOARD MAY, IN THEIR SOLE DISCRETION, AND AT ANY TIME, ELECT TO AMEND, SUSPEND, OR TERMINATE THE PLAN. AMOUNTS PAID UNDER THE PLAN ARE INCLUDED IN PART II COLUMN (B)(II). FORM 990, PART III, LINE 2 3DE BY JUNIOR ACHIEVEMENT IS A PIONEERING HIGH SCHOOL INSTRUCTIONAL MODEL THAT IS AT THE FOREFRONT OF OUR MISSION TO EXPAND ECONOMIC MOBILITY BY TRANSFORMING EDUCATION INTO DYNAMIC, REAL-WORLD LEARNING EXPERIENCES. THE 3DE MODEL IS ROOTED IN THE DEVELOPMENT OF ESSENTIAL COMPETENCIES SUCH AS CRITICAL THINKING, CREATIVITY AND INNOVATION, COMMUNICATION, COLLABORATION, CULTURAL AGILITY, AND SELF-DIRECTION. THROUGH CONSISTENT INVESTMENT BY EDUCATORS, JUNIOR ACHIEVEMENT STAFF, BUSINESS PARTNERS, AND VOLUNTEERS, STUDENTS FLOURISH AS THEY BUILD CONFIDENCE AND PREPARE TO LEAD CHOICE-FILLED LIVES BEYOND HIGH SCHOOL. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE APPOINTED BY THE BOARD OF DIRECTORS. EXCEPT AS RESTRICTED BY THE BOARD OF DIRECTORS, IT SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL ACT ONLY IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD AND SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. AFTER THE FINANCE COMMITTEE REVIEWS THE FORM 990, A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND JA AREA BOARD MEMBERS (INCLUDING ADVISORY BOARDS) ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DECLARATION UPON ASSUMING THEIR JA RESPONSIBILITIES AND ANNUALLY THEREAFTER, WHICH SHALL BE RETAINED IN LOCAL PERSONNEL FILES. SHOULD ANY TRANSACTION OR ACT OF ANY EMPLOYEE OR AREA BOARD MEMBER CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL OF THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS, AND IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. THE PRESIDENT AND CFO HAVE RESPONSIBILITY FOR MONITORING AND ENFORCING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 JUNIOR ACHIEVEMENT USA, INC. (JAUSA) AND JUNIOR ACHIEVEMENT NORTH UTILIZE A CAREER AND COMPENSATION FRAMEWORK DESIGNED IN PARTNERSHIP WITH WILLIS TOWERS WATSON. THE CAREER AND COMPENSATION FRAMEWORK RANGES ARE BENCHMARKED AGAINST THE EXTERNAL LABOR MARKET AND ARE A SOURCE OF COMPARABLE COMPENSATION DATA. EACH YEAR, JA NORTH'S BOARD CHAIR RECEIVES THE CAREER & COMPENSATION FRAMEWORK INFORMATION FROM JAUSA THAT BENCHMARKS THE PRESIDENT'S POSITION AND ESTABLISHES A MARKET-BASED COMPENSATION RANGE. THE BOARD CHAIR, PASTCHAIR AND INCOMING CHAIR, TO ENSURE CONTINUITY IN PROCESS, REVIEWS THIS DATA AND THE ORGANIZATION'S PERFORMANCE METRICS, AND IN CONSULTATION WITH THE EXECUTIVE COMMITTEE, DETERMINES THE ANNUAL SALARY OF THE PRESIDENT. THE EXECUTIVE COMMITTEE APPROVES THE FINAL COMPENSATION PACKAGE FOR THE PRESIDENT. FOR ALL OTHER POSITIONS, JA NORTH USES THE CAREER AND COMPENSATION FRAMEWORK RANGES PROVIDED BY JAUSA, LOCAL BENCHMARK DATA AND EMPLOYEE PERFORMANCE INFORMATION TO DETERMINE COMPENSATION. FOR THESE POSITIONS, COMPENSATION IS DETERMINED AND APPROVED BY THE JA NORTH PRESIDENT IN CONSULTATION WITH THE SENIOR LEADERSHIP TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN (LOSS) ON SETTLEMENT OF NEW MARKET TAX CREDIT PROGRAM FINANCING 15,640,000. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT OF THE FINANCIAL STATEMENTS DID NOT CHANGE FROM THE PRIOR YEAR. JUNIOR ACHIEVEMENT NORTH FOUNDATION PO BOX 120478 ST PAUL MN 55112 411872097 CARRY OUT THE PURPOSE OF JUNIOR ACHIEVEMENT NORTH MN 501(C)(3) LINE 12A, I JUNIOR ACHIEVEMENT NORTH 1 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 JUNIOR ACHIEVEMENT NORTH FOUNDATION C 730000 FAIR MARKET VALUE JUNIOR ACHIEVEMENT NORTH FOUNDATION B 374162 FAIR MARKET VALUE JUNIOR ACHIEVEMENT NORTH FOUNDATION Q 73403 INTERCOMPANY NOTE