Junior Achievement 2012-2013 Annual Report
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In the past year, Junior Achievement inspired more than 4.4 million young people across our nation with a message of self-efficacy and empowerment. Our experiential financial literacy, work-readiness, and entrepreneurship programs, delivered by our network of 202,000 volunteers, continue to provide students with role models and ways to achieve success. In this annual report you will read about how through our nearly 120 local JA Areas and with the support of key partners, we are helping to empower the future.
For nearly a century, Junior Achievement has worked diligently to show students how they can achieve personal financial success and help drive economic growth through innovation and creativity. As we evaluate our programs and identify how we can best meet the needs of our students, we take a look back at our foundation of success and use it to inform our plans as we build toward an even greater future. In particular, the last year has seen a game-changing evolution in Junior Achievement's program development and delivery strategy. The result is the JA Education Gateway, which represents a watershed moment for our organization.
There was much to celebrate in the past fiscal year as JA continued to demonstrate growth and provide stakeholder value across key metrics: the number of students served and the number of volunteers, classes, and schools who are engaged with us. We grew our student reach by more than four percent and showed growth across other key performance indicators as shown in this report.
Junior Achievement would not be able to achieve these positive results without its donors, volunteers, and board members, or without the support of educators and other influencers. Thank you for your belief in and support of our mission to inspire and prepare young people to succeed in a global economy.
Larry A. Leva
Global Vice Chairman – Quality and Risk Management
Chairman, Junior Achievement USA
Jack E. Kosakowski
Chief Executive Officer,
Junior Achievement USA
Junior Achievement's Purpose
To inspire and prepare young people to succeed in a global economy.
Junior Achievement's Values
- Belief in the boundless potential of young people
- Commitment to the principles of market-based economics and entrepreneurship
- Passion for what we do and honesty, integrity, and excellence in how we do it
- Respect for the talents, creativity, perspectives, and backgrounds of all individuals
- Belief in the power of partnership and collaboration
- Conviction in the educational and motivational impact of relevant, hands-on learning
JA Helps Student Begin to Live the American Dream
Josuel Plasencia was raised in a small attic room in New York City. The room was more than just four walls. It mirrored his family's past and present—a cycle of struggle with little progress to show for it.
Josuel's mother came to America from the Dominican Republic in search of a better life, but her dreams were delayed when she became a single mother. During summers, Josuel would visit his father in the Dominican Republic. To Josuel's father, baseball was the ticket out of hardship. But this was not Josuel's dream, and he knew there was little likelihood of success. Without an intervention, Josuel believed that he too was destined to experience a life of struggle.
The intervention came in ninth grade. Josuel participated in JA Job Shadow™, in which students experience the world of work during an on-site visit to a local business.
Access to business role models and networking opportunities has made the difference for Josuel. He says, "Being able to build quality relationships has made me a totally different person. Because of Junior Achievement, I am ready to leave the limitations of the room behind me."
Josuel was named Junior Achievement of New York's 2012 Student of the Year. His participation in Junior Achievement has opened the door to college scholarships and internships with Fortune 500 companies. With each success, it becomes less likely that his future will be dictated by his past. He is the first in his family to graduate from high school and is attending Babson College, studying accounting and entrepreneurship.
Josuel says, "JA has been the key to success for me. It really opened the doors of opportunity and encouraged me to look beyond the present to the possibilities of the future. I hope my story inspires and gives hope to kids who don't know how to navigate their way to success."
Junior Achievement Student Goes to Washington
A very difficult family situation forced Eileen Sherman to grow up quickly. Instead of using her hardships as a crutch, she channeled her pain into energy that fuels her plans for a positive future.
Participating in Junior Achievement empowered Eileen with the skills and confidence she needed to put her passion to work. Her extensive accomplishments were recognized by Junior Achievement–Rocky Mountain when she was awarded a JA Inspiration Scholarship in 2011. Now attending the University of Colorado, Eileen studies philosophy in preparation for law school. She has made the Dean's List and plans to graduate with honors.
Eileen's success goes beyond the classroom. She is the scholarship director for her sorority, participates in student government, and volunteers for local children's charities.
She was one of 10 students selected to participate in a program that gave her the opportunity to go to Washington, D.C., take classes at night, and intern at the United States House of Representatives. "This experience has inspired me to work hard for what I believe in," said Eileen. "I am very interested in working on a campaign for the next presidential election in 2016."
Eileen describes her JA volunteer as an important role model who influenced her view of entrepreneurship and personal finances in a fun and relevant way. She understands the importance of effectively managing her finances, and how it will benefit her far beyond her college years.
Eileen said, "When I was accepted into my dream school, people told me it was too expensive. I know in my heart that education is an investment, and with my knowledge of financial literacy as well as support from Junior Achievement, I can continue to dream big and reach my full potential."
"Rocket Man" Shows Students How to Reach for the Stars
Junior Achievement of Southern California recently held a JA in a Day event at Columbus Middle School in Los Angeles. The school faces numerous challenges: most students receive free or reduced lunches and many come from foster or low-income homes. The school is over-crowded and struggles with funding cuts, student behavioral issues, and overburdened teachers.
During the JA event, many of the students were unruly—interrupting the volunteers and using inappropriate language. One of the volunteers, an engineer from Lockheed Martin, tried to break the ice by handing out fun, temporary rocket tattoos. The students started to pay attention. Then, the volunteer discussed the students' future earning power if they did not continue their education: making $10 an hour at a fast-food restaurant. The students enthusiastically responded that they believed that was a comfortable living.
The JA volunteer itemized the expenses and taxes that would be deducted from their wages, leaving them little money afterwards. The room fell silent. The JA volunteer told the students about his salary as an engineer—he made enough money to live comfortably, save for retirement, and travel. Most of the students had never dreamed of living this way. It was an eye-opening moment that helped them imagine better lives for themselves.
At the end of the day, the volunteers were exhausted, wondering if they had motivated or inspired the students. Soon after, the volunteers received thank-you letters from the students, expressing gratitude for what they had learned. The engineer, who helped open the students' eyes to their potential, received notes saying, "Thank you for showing me I can have a good job and a future," and, "Rocket Man, thank you for coming and please come back."
Microsoft YouthSpark Opens Windows of Possibilities for JA
As Junior Achievement USA implements its Education Blueprint for 21st Century Learning over the next five years, strategic partnerships—like that with Microsoft—will help JA infuse technology into student experiences in innovative ways.
Microsoft's $400,000 grant to JA was part of its YouthSpark initiative to create opportunities for millions of youth across education and employment, including helping students explore careers in technology. Through the Microsoft YouthSpark grant, 2,500 middle and high school students have participated in the JA Job Shadow™ program. After
receiving teacher-led classroom instruction around key work-readiness skills, students visit Microsoft retail stores for a half- day mentoring experience, giving them a first-hand glimpse into the world of work. Retail employees share insights about Microsoft job opportunities and engage them in testing new technology.
Students from Arizona's Mesa High School attended a recent JA Job Shadow event at the Microsoft store in Scottsdale. Their favorite part of the day was learning how Microsoft launches new products. The students selected one product for which to create a sales presentation. One group chose the Surface Tablet and the other group selected the Xbox 360 Kinect. The students researched product features, did a demonstration, and then answered customers' questions. The day was a huge success; the students blogged about the experience and thanked Microsoft for hosting the event.
The experience inspired the students to excel in school and showed them how to identify and pursue rewarding careers. Microsoft has hosted more than 100 JA Job Shadow events, and has involved local JA leadership at retail store openings, inviting board members, students, volunteers and teachers.
Part of Microsoft's philosophy is to practice the "Four Es" when talking to customers: Educate, Excite, Engage and Empower. Microsoft's support of Junior Achievement helps empower students to realize their full potential, and aligns with JA's goal of providing more digital and blended learning opportunities to youth.
NYSE Euronext Foundation Helps JA Start-Ups Grow Dividends
NYSE Euronext's markets represent one-third of the world's equities trading. Last year, it made an investment in Junior Achievement that is generating strong dividends. In 2012, the Foundation began sponsoring the "Best Financial Performance" Award at Junior Achievement's National Student Leadership Summit.
The Summit is Junior Achievement USA's national competition at which teen entrepreneurs vie for the title of JA Company of the Year. At the 2013 event in Washington, D.C., JA student companies promoted their products or services at a trade fair at the U.S. House of Representatives, attended by 15 Members of Congress and 200 staffers. The teens also pitched their companies to a panel of business leaders, providing a real-world experience that honed their public speaking skills.
Prior to the Summit, NYSE representatives interviewed the 15 participating JA companies about the fiscal management of their organizations. The judging panel noted that the quality of the JA companies' annual reports was impressive—better than some corporate annual reports they had seen. The JA companies were measured on their performance across metrics such as profitability, operational efficiency, product quality and accounting practices. Custom Coasters, representing Junior Achievement of Georgia, won the award. Custom Coasters created made-to-order waterproof coasters, using photos or illustrations provided by its customers.
Custom Coasters was so impressive to the judging panel that it was also named JA Company of the Year. Vice President of Production, Jan Berland, a sophomore at Riverwood International Charter School in Sandy Spring, Georgia, said, "We worked hard all year, but we never expected to be awarded first place as probably the youngest JA Company in the competition."
Thanks to the support of partners such as NYSE Euronext Foundation, Junior Achievement continues to foster entrepreneurship with a goal of driving innovation and economic growth.
Accenture Helps Equip Next Generation with Workforce Skills
The concept of collaboration is epitomized by the generosity and teamwork of Junior Achievement's partner, Accenture. The company's support of a new work-readiness program will enable high school students across the United States to gain the skills necessary to secure employment and build a successful long-term career. During its first year of implementation (2013-14), the program is expected to reach an estimated 85,000 students in the United States.
Through a $1.1 million grant, Accenture's support of JA Career Success™ reflects the company's Skills to Succeed initiative, which aims to equip 500,000 people around the world by 2015 with the skills to get a job or build a business. JA Career Success helps students transition into successful careers by teaching them how to conduct a job search, participate in an interview, and build a positive personal brand.
As part of the program, Accenture also supported the launch of Junior Achievement USA's new mobile app for tablets, JA Success Park™. The app brings JA Career Success to life by enabling students to work in a virtual amusement park where they are challenged to apply their knowledge of the "four Cs" (critical thinking, communication, collaboration and creativity) to unlock rewards throughout the park's attractions. This fun and interactive app supports JA's 21st Century Education Blueprint by providing access to online learning opportunities outside the classroom.
"Students who participate in this program will gain vital career and life skills," said Jack E. Kosakowski, Junior Achievement USA's president and chief executive officer. "As our country looks for ways to drive economic growth, ensuring that our young people are well-prepared to succeed in the workforce becomes increasingly important."
Learn more about Accenture's Corporate Citizenship in the United States at www.accenture.com/uscorporatecitizenship.
About Junior Achievement USA
Junior Achievement USA is the nation's largest and oldest organization giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. JA programs are delivered by corporate and community volunteers, and provide relevant, hands-on experiences that give students from kindergarten through high school knowledge and skills in financial literacy, work readiness and entrepreneurship. Junior Achievement USA currently reaches 4.4 million students per year in 119 markets across the United States, thanks to the support of its partners and stakeholders, who provided $156 million in support nationwide during the 2012-13 fiscal year.
The JA Education Gateway
The JA Education Gateway frames the goals for JA's educational program development and delivery for the next five years and beyond:
Junior Achievement aims to provide students with face-to-face and technology-supported opportunities for accessing JA content, such as interactive whiteboards and tablets.
In addition, an innovative modular approach providing increased flexibility and opportunities for customized experiences will be integrated into middle school and high school curriculum, including classroom activities, online lessons, large-group seminars, and competitions.
Online activities will be created for delivery both inside and outside a classroom environment.
JA volunteers will continue to visit classrooms to present print-based and digital content. Moving forward, volunteers will also have the opportunity to present content remotely, using digital technology, through online classrooms using a blended learning environment. In addition, students will benefit from greater access to a wide range of digital content on their own time.
Junior Achievement will continue to rigorously evaluate its programs and apply the findings to new and updated program content.
The JA Education Gateway will help JA continue to deliver on its mission: to inspire and prepare young people to succeed in the global economy.
The JA Success Park™ app helps teens become workforce ready.
JA Build Your Future™ helps families compare the cost of education to future income.
Junior Achievement USA Giving
2012-2013 Corporate and Foundation Giving
This includes Junior Achievement USA donors and JA Worldwide donors who are U.S. corporations.
|HSBC Holdings plc. and HSBC|
|AT&T and AT&T Foundation|
|Capital One Financial Corporation|
|FedEx and FedEx Express|
|General Electric and GE Foundation|
|The Goizueta Foundation|
|KPMG LLP and KPMG Foundation|
|Bechtel Group Foundation|
|Sam's Club Giving Program|
|Allstate Insurance Company and The AllState Foundation|
|State Street Foundation, Inc.|
|T. Rowe Price Foundation, Inc.|
|The UPS Foundation|
|Apollo Group Inc/University of Phoenix|
|El Pomar Foundation|
|Financial & Insurance Conference Planners|
|Gen Re - A Berkshire Hathaway Company|
|The Horace A. Moses Foundation|
|ING USA Foundation|
|MassMutual Financial Group|
|New York Life Foundation|
|NYSE Euronext Foundation|
A.T. Kearney, Inc.
Argo Turboserve Corporation
Asset Acceptance Capital Corp.
Backus Family Foundation
Bank of America
BNI-Misner Charitable Foundation
Chadwick Martin Bailey, Inc.
Charles Schwab Corporation Foundation
Crown Plaza Hotels & Resorts and
Hotel Indigo - IHG
Discover Financial Services
EcoMedia CBS Inc.
Energen Leadership Association
Franklin Square Capital Partners LLC
Global Giving Inc.
Stella and Charles Guttman Foundation, Inc.
HMS Business Services Inc.
Kanter & Company
The Alan and Carol Kelly Charitable Fund
Kendall Family Foundation
The Keough Family Foundation
Madison Performance Group
Maritz Research - Financial Services Group
Mobile Giving Foundation
New York Life Giving Campaign
Peterberg Construction Inc.
Praxair Matching Grants for Education Programs
Recycle America Alliance LLD
The Renaissance Foundation
Rothgerber, Johnson & Lyons LLP
Sage North America
State Farm Mutual Automobile Insurance Co.
Bill Stroecker Foundation
The Stiles-Nicholson Foundation
Thomson Reuters - My Community Program
Truist Comprehensive Distribution
U.S. Bankcorp Foundation
United Airlines Foundation
Wells Fargo Foundation
The Williams Companies, Inc.
The Xerox Foundation
2012-2013 Individual Giving
Senior Partners - $10,000 +
|Mr. Ainar D. Ailaja, Jr.||Mr. Hani Kablawi||Mr. James P. Runnels|
|Mr. Alan Armstrong||Mr. Larry A. Leva||Mr. Albert E. Suter|
|Ms. Sandra Beach Lin||Mr. Paul E. McKnight||Mr. Thomas D. Weldon|
|Mr. Mark Brenner||Ms. Julie A. Monaco||Mr. Richard A. Woods|
|Ms. Catherine S. Brune||Mrs. Helen C. Pekny|
|Mr. Michael Deniszczuk||Mr. Jonas Prising|
|Mr. Jeff Hansberry||Mr. Robert W. Reeg|
Partners - $5,000 +
|Ms. Evelyn Angelle|
|Mr. & Mrs. Charles H. Dana|
|Mr. Douglas L. DeVos|
|Ms. Lynne Ford|
|Mr. & Mrs. Clyde D. Keaton|
|Jack & Diane Kosakowski|
|Mr. Kevin McKay|
|Mr. Edward Rapp|
Entrepreneurs - $1,000 +
|Howerd & Pamela Bartner|
|Gary & Marilyn Blanchette|
|Mr. August Busch, III|
|Ms. Lisa Gillis|
|Mr. & Mrs. Elwood D. Howse, Jr.|
|Mr. William J. Hybl|
|Gary and Christy Kunz|
|Ron & Jeannette Lee|
|Tat & Susan Luu|
|Mr. Dave Palenchar|
|Ms. Lisa Sodeika|
|Mr. Buzzy Thibodeaux|
|Mr. Todd Wilson|
JA Free Enterprise Society
Established in 2000, the Free Enterprise Society recognizes individuals from around the world who demonstrate outstanding support in helping Junior Achievement inspire and prepare young people to succeed in a global economy. Recognition is provided to individuals and families who have made gifts of $10,000 or more between July 1 and June 30 each year to any JA affiliate. Charter members and individuals who make gifts of $1 million or more to Junior Achievement over their lifetime, Legacy Members, are entitled to permanent membership in the Free Enterprise Society.
Legacy Members Gifts of $1,000,000 or more over the donor's lifetime
|Capdevilla/Gillespie Foundation||William and Virginia Halbert||Leslie and Pamela Muma|
|Wendy Gillespie and Martin J. Capdevilla||Haslam Family Foundation-Haslam 3 Foundation||Harry S. Patten|
|Daniel G. Crockett||The Hollingsworth Foundation||Richard and Geri Prows|
|Mike Curb||Joe Hollingsworth Jr.||George F. Russell Jr.|
|The Mike Curb Family Foundation||H. Wayne Sr. and Marti Huizenga||The Stiles-Nicholson Foundation|
|Mike Curb and Carole Curb Nemoy||Dennis and Judy Jones||David and Lynn Nicholson|
|George S. and Dolores Doré Eccles Foundation||The Marcus Foundation||Albert E. Suter|
|Richard and Marie Edgerton*||McGrath Family Foundation||Lorraine Thomas|
|William and Tina Flaherty||Carlee and Laurie McGrath||Estate of John Brooks Williams|
|John M. Sr*. and Lyla Fluke*||Robert and Kim Mericle and Family||Two anonymous donor|
|J.B. Fuqua*||Steve Mihaylo|
|The Goizueta Foundation||James and Jeannie Morris|
Endowment Level Gifts of $500,000 or more
Clayton Family Foundation-Jim and Kay Clayton
Three anonymous donors
Emeritus Level Gifts of $250,000 or more
|George S. and Dolores Doré Eccles Foundation|
|H. Wayne Sr. and Marti Huizenga|
|Leslie and Pamela Muma|
|Suzanne and Richard Pieper Family Foundation|
|Four anonymous donors|
Ambassador Level Gifts of $100,000 or more
|Amaturo Family Foundation|
|Walter E. Blessey Jr.|
|Douglas and Carol Golosky|
|Frank B. Jr. and Paulette Stewart|
Chairman Level Gifts of $50,000 or more
|Ralph de la Vega|
|The Florescue Family Foundation, Inc.|
|Edward and Cathie Galante|
|Ted and Mary Kellner|
|James Annenberg La Vea|
|The J. Willard and Alice S. Marriott Foundation|
|Daniel F. Jr. and Patricia W. McKeithan|
|The Miles Foundation|
|James M. Nicholson|
|Patti Roscoe and Jim Tiffanyl|
| William Schawbel |
|Four anonymous donors|
President Level Gifts of $25,000 or more
|AIM High Foundation - Brian and Jean Addy||The Alan and Carol Kelly Charitable Fund|
|G. Chris Andersen||John and Jennifer Kelly|
|Niklas Bringleson and RyaNik Holdings||Pat and Audrey Knipe|
|Jim and Carmen Campbell||Alden J. Laborde|
|H.A. and Mary K. Chapman Charitable Trust||Jeff Lambert|
|William C. and Cheryl A. Coderre||The Raymond P. Lavietes Foundation|
|The Galen Cole Family Foundation||Loewenstern Foundation - Walter Loewenstern|
|The Bill Comrie Family||Tom and Laurie McCarthy|
|Couch Family Foundation||Paul McGunnigle|
|Ted and Anne Crandall||Herman Meinders|
|Don and Sallie Davis||Moore Family Foundation|
|The Irene E. and George A. Davis Foundation||Michael Roos and Cindy Goplen|
|Ambassador Sam Fox||Sean C. Rush|
|GAR Foundation||Hugh Schilling|
|Leo Goodwin Foundation||Paul Schreiber|
|Jake Jabs||Sam and Kay Sheth|
|Michael and Susan Jandernoa||Roland and Mary von Kurnatowski|
|Diáne T. Johnson||Joseph Zvesper|
|Five anonymous donors|
Entrepreneur Level Gifts of $10,000 or more
|Scott H. Adams||John P. Laborde Sr.|
|Ainar Jr. and Suzie Aijala||Kathy and Kyle Lehne|
|Evelyn Angelle||Deborah Leone|
|Alan Armstrong||Leslie Family Foundation|
|Philip S. Armstrong||Larry Leva|
|Shawn Barker||Randy Limbacher|
|Steven Barry||Sandra Beach Lin|
|Harris and Margaret Bass||Mark Linsky|
|Adelaide Breed Bayrd Foundation||Desi Lopez|
|Maliz E. Beams||Peter J. Lyon|
|The Herbert Bearman Foundation||Bruce Macklin|
|Robert Berry||The Chesley G. Magruder Foundation|
|Jim and Gina Blayney||Cesare R. and Wendy H. Mainardi|
|Dennis J. Block||Neil and Kate Malik|
|Bill Jr. and Susan Bloomfield||Marshall and Karen Mathison|
|Michael Bray||James E. Maurin|
|Mark Brenner||John A. McAlonan Fund of Akron Community Foundation|
|Catherine Brune||Tom and Laurie McCarthy|
|Bucyrus Area Community Foundation||Dick and Joyce McFarland|
|Keith and Peg Burns||Liam and Lori McGee|
|Matt Weber and Lucia Capozzoli||Paul E. McKnight|
|David Carroll||John W. McMahon|
|Lou Church Educational Foundation||Jamie Mills|
|Edward and Karen Cook||The Sidney Milton and Leoma Simon Foundation|
|Randy and Claudean Cox||Julie Monaco|
|Rob and Colleen Cowen||Gene A. and Cindy Morgenthaler|
|Gregory and Dr. Elizabeth Craig||William and Marian Nasgovitz|
|Dale Sr. and Lila Critz||Nicholas Family Foundation|
|Cross Charitable Foundation||The Norcliffe Foundation|
|Craig and Michele Cuffe||Esther B. O'Keeffe Charitable Foundation|
|Fred N. Davis III||Wayne C. Odlenburg|
|Lynn Hopton and Greg Davis||William R. Oldenburg|
|Mike and Terry Davis||Alan and Doris Orechwa|
|Susan and James Davis||Louis and Peaches Owen Family Foundation|
|Pamela J. Craig and Robert Delaney||Vickie Anne Palmer|
|Michael Deniszczuk||Neeta Patel and Dean Mathew|
|Douglas and Maria DeVos Foundation||Ruby Peck Foundation|
|Richard and Helen DeVos Foundation||Helen Pekny- In Memory of Frank P. Pekny|
|Michael and Ann Duffy||Norvin L.* and Sue Pellerin|
|E&WG Foundation||Richard Poccia|
|Marriner S. Eccles Foundation||Jonas and Sylvia Prising|
|George T. Elmore||Thomas and Susan Quadracci|
|Esping Family Foundation||S.J. and Jessie E. Quinney Foundation|
|Art and Marcy Falcone||Andrew and Kathi Ratner|
|Dale and Sharon Fiehler||Robert Reeg|
|The Benjamin and Jennifer Fink Charitable Fund||Tony Resseler and Jami Gertz|
|Robert and Sandra Flick||Erick and Marna Ricker|
|Bill Fondren||Linda Rimer|
|Elizabeth Fontenelli||Brett and Leah Rodda|
|The Mary Alice Fortin Foundation||James Runnels|
|Phillip and Priscilla Fretwell||Crystal Sampson|
|James and Kathy Fuchs||John S. Scheid|
|Christopher S. Fuselier||Bob and Kay Schleckser|
|James L. Gallogly||Scott C. Schnuck|
|The Galloway Foundation||Stephan Sharf|
|Stanley C. Gault||Ann Curme Shaw and Reid Shaw|
|David and Alisoun Gensler||Ralph C. Sheldon Foundation|
|John D. Georges||Judy and Donald Smith|
|Tim and Shelly Geske||The V.O. Smith Family Foundation|
|Christopher P. Giermek||Sorenson Impact Foundation|
|William A. Goldring||John and Mary Splude|
|Eugene A. Gorab||Laurence Stein|
|Roger Gouin||Frank Steininger|
|Jerry* and Joyce Hank||Charlie and Ellen Steinmetz|
|Jeff Hansberry||William H. Stender|
|Harden Foundation||Albert E. Suter|
|Hardrives of Delray Fund of the Community||Anne Taylor|
|Foundation for Palm Beach and Martin Counties||Joe and Sheryl Teague|
|Hunt and Diane Harris Family Foundation||Thomas D. Teles|
|Kathy and Thomas J. Hauske Jr.||Cory and Ann-Marie Thackeray|
|James and Bridget Hawley||John and Carolyn Tipton|
|Richard K. and Shirley S. Hemingway Foundation||Gene Toombs|
|Lisa Hemmat||Steven Troy|
|Kim Hendricks||Mary Vandenberg and Keith Mardak|
|Darice Henritze||Francesco Vanni d'Archirafi|
|Sandy Hill Foundation||L.J. Verplank|
|J.C. Huizenga||Greg and Karla Vesey|
|Cory and Nicole Janssen||Jim Victor|
|Paul and Tina Jones||Tim and Lisa Walsh|
|Hani Kablawi||Margie Wang|
|Scott Karnas||Bill and Kristin Waters|
|Clyde and Marion Keaton||The William R. Watts Foundation|
|Arthur Kelly Fund of Akron Community Foundation||David and Lisa Wehrly|
|John and Nancy Kennedy Family Foundation||Thomas D. Weldon|
|Don and Kaye Kole||James D. White|
|Ann and Sean Kono||Paul M. Wiegand|
|Gary Kozlowski||Steve C. Wong|
|The Krause Family Foundation||Richard Woods|
|Zorina Kroop||James and Yvonne Ziemer|
|Jim Krzeminski||14 anonymous donor|
Charter Members Gifts of at least $10,000
Made July 1, 2000 through
June 30, 2001
|The 1525 Foundation||W. Ted Dudley||John and Linda Knox Foundation||The Reinberger Foundation|
|Mr. and Mrs. Barry Ackerly||George S. and Delores Doré Eccles Foundation||Kohlberg Kravis Roberts & Co.||Gary and Gail Reynolds|
|Mr. and Mrs. Sawn Aebi||Marriner S. Eccles Foundation||Wei-Tai Kwok||Mr. and Mrs. William Riss|
|The AIM High Foundation||Arnold J. Eckelman||Todd and Fran Langley||Grover and Jill Robinson IV|
|Brian and Jean Addy||Richard and Marie Edgerton*||Phillip B. Lassiter||Ian Rolland|
|Amelior Foundation||Karl and Stevie Eller||Raymod P. Lavietes Foundation||Roper Brothers Foundation|
|Bradbury and Janet Anderson||Filstrup Family Foundation||Dr. Sarah Layton, CMC||Jack Rudel and Billy Jo Harned|
|Wallace Barnes and Barbara Hackman Franklin||Mr. and Mrs. John M. Fluke Jr.||Thomas A. Leipzig||Charles and Elizabeth Schellhorn|
|John H. Bauer||Lyla Fluke- In Memory of John M. Fluke. Sr.||Arthur D. Little and Jann Leeming||Hugh K. Schilling - In Memory of Paul A. Schilling|
|Mr. and Mrs Ned Bechthold||Jane Folwell*||Jerome* and Carol Loeb||Scott C. Schnuck|
|The Becker/Mohanco Family||Mr. and Mrs. Allan Frank||Dr. Walter Loewenstern||Ron A. Sege|
|Ms. Bonnie Becker and Mr. George Mohanco||Mr. and Mrs. Jim Freeman||Dan Lovinger||David L. Shedlarz|
|Ms. Robin Mohanco and Mr. Becker Mohanco||William and Ellen Freeman||William and Ernestine Lowrie||Dr. A. Jess Shenson*|
|Thomas E. Becker||Michael H. Freund||Janis Machala and David R. Stenberg||Thomas Marsha Slaight|
|Mr. and Mrs Kevin L. Beebe||J.B. Fuqua*||Christopher and Elaine Mahoney||Alex and Kathy Smith|
|Mr. and Mrs. Carl Behnke||Stephen A. Furbacher||Jim and Sue Marriott||Kay L. Spruill|
|Mr. and Mrs. Jack Benaroya||Louis J. Fusz Jr.||Mr. amd Mrs. Dan McAuliffe||John and Carole Steiner|
|Berger-Solano Foundation||Donald and Adele Garretson - In Honor of Ronald D. Cody||John H. McConnell||The Stiles-Nicholson Foundation|
|John E. Bernhard*||Bill and Vieve Gore*||The McDonald Fund of the Cleveland Foundation||Alber E. Suter|
|Mr. and Mrs. Jim Bevier||Elsie R. Griffin||Daniel and Patricia McKeithan Jr.||Mark and Patricia Suwyn Family Fund|
|Mr. and Mrs. Gene Blanc||Raymond and Harriet Haas||Raymond McLaughlin||Cliff and Betty Swenson|
|Jim and Gina Blayney||James T. Hackett||D.W. McMillan Foundation||Nick and Julie Takton|
|Mr. and Mrs. Roy Bliss||Michael L. Hackworth||Denman and Barbara McNear||Richard and Ann Teerlink|
|Mr. and Mrs. William E. Boeing Jr.||David E. Hall||The Meinders Foundation||Ten Talents Foundation|
|Linda Bowers||Hall Family Foundation||John and Linda Mellowes||John E. Toffolon|
|Rick Bowers||Mr.* and Mrs. Jerry Hank||Thomas C. Melzer||Mr. and Mrs. Gary L. Tooker|
|Thomas J. Bowers||Hunt and Diane Harris Family Foundation||Steven and Lois Mihaylo||Michael and Pamala Towers|
|Stephen and Camilla Brauer||Gerald L. Hassell||Mr. and Mrs. James J. Morris||Jean-Paul Valles|
|Harold L. Brock||Mr.* and Mrs. Ken Hatch||The Morris Foundation||Jim Victor|
|Charles and Camilla Brumder||John and Judy Helm||The Horace Moses Foundation||Anthony G. Viscogliosi|
|Samuel Bryant||James R. Hemak||Leslie and Pamela Muma||The Waldron Family Foundation|
|Edward H. Budd||Herbster Family Foundation||Jerry V. Mutchler||Mr. amd Mrs. Ronald G. Wasson|
|Capdevilla/Gillespie Foundation||Henry R. Hillenmeyer||Jeff Nadeau||Thomas D. Weldon|
|Wendy Gillespie and Martin J. Capdevilla||Mr. and Mrs. John R. Home||NewCity Foundation||Linda M. Wendt - In Memory of Martin J. Wendt|
|Mr. and Mrs. Stephen T. Carter||Elwood and Ginger Howse Jr.||Mr. and Mrs. John D. Nichols||Tim and Marsha Wepfer|
|Howard and Sue Carver||Mr. and Mrs. Frank M. Hubbard||Scott M. Niswonger||Diane Widder*|
|Jerry and Sue Chicone Jr.||Gina Hubbell||The Dick and Mary Nunis Charitable Gift Fund||Wilson Wilde|
|John T. Collins||Thomas M. Hudson Jr.||Wayne C. Oldenburg and Melodie Wilson||James and Ruth Wilcox|
|John A. Conover||Mr. and Mrs. Dean Huisingh||William R. Oldenburg||John F. Williamson|
|Lodwrick and Carole Cook||Ingram Charitable Advised Fund||Gloria J. Olin- In Memory of Thomas F. Olin Sr.||Liane Wilson|
|Steve Cortopassi||Ron Insana||F. J. O'Neill Charitable Corporation||Mr. amd Mrs. Keith Withycombe|
|Mr. and Mrs. Bryan C. Cressey||William Janetschek||Peter and Susan Ordway||Thomas and Frances Wolf Fund|
|Gerald and Lois Czarnecki||The Martha Holden Jennings Foundation||Frank* and Helen Pekny||F. Stansbury Young*|
|William H. Darr||Mr. and Mrs. Bradford M. Johnson||Suzanne and Richard Pieper Family Foundation||Six anonymous donors|
|Russ and Sue Darrow||Dennis and Judy Jones||Norman and Elaine Polsky||*Deceased|
|Mr. and Mrs. Leo Dembinski||Ove Jorgensen||Andrew and Kathryn Potos|
|Douglas and Maria DeVos Foundation||Clyde and Marion Keaton||Michael R. Preston|
|Richard and Helen DeVos Foundation||John and Nancy Kennedy Family Foundation||Dennis R. Purdum|
|Boh and Marilyn Dickey||Norman and Teri Klein||Larry and Kathi Rambo|
|Mr. and Mrs. James C. Dowdle||Patrick and Audrey Knipe||Bruce E. Ranck|
JA Heritage Society
Junior Achievement established the Junior Achievement Heritage Society to recognize and honor ardent supporters who include the organization in their estate planning. Founding members are those who notified Junior Achievement of their inclusion of JA in their estate planning by June 30, 2006.
|F. Ashley Allen and Bradley B. Wegner - Junior Achievement of Central Florida||Brian and Marcy Chermside - Junior Achievement of Northeast Michigan|
|James and Pam Anderson - Junior Achievement of the Heartland||H. Derek and Paula Cockrell - Junior Achievement of the Heartland|
|Arthur and Judith Angood - Junior Achievement of Southwest Michigan||Ronald D. Cody - Junior Achievement of the Upper Midwest|
|David and Donna Beach - Junior Achievement of Tampa Bay||Janell Damon - Junior Achievement of Wisconsin|
|John and Muriel Bernhard (1916 - 2004)(1929 - 2001) Junior Achievement of Greater Washington||Charles and Ann Dana - Junior Achievement of Northwestern Ohio|
|Jack and Debbie Blitch - Junior Achievement of Central Florida||Russ and Susan Darrow - Junior Achievement of Wisconsin|
|Don and Nancy Bouc - JA Worldwide and Junior Achievement of Lincoln||Jeffrey and Suzanne Delahaut - Junior Achievement of Wisconsin|
|Sylvia R. Bova - Junior Achievement of Central Florida||Jonathan Dewar - Junior Achievement of Eastern North Carolina|
|Harry and Jane Briscoe - Junior Achievement of Southeast Texas||Jeremy Dicker - Junior Achievement of Southern California|
|Terrance and Donna Buchanan - Junior Achievement of Georgia||John and Sam Dickinson (1931 - 2005) - JA Worldwide|
|Susan Bulkeley Butler - JA Worldwide and Junior Achievement of Arizona - Southern District||Adam and Deborah Dingwall - Junior Achievement of Southwest Michigan|
|Howard and Sue Carver - Junior Achievement of Southwest New England||Dr. George R. Dunbar (1923-2010) - Junior Achievement of Western Connecticut|
|Herbert and Arlene Elliott (1915-2005)(1919-2010) - Junior Achievement of the Heartland||James and Kathy Fuchs - Junior Achievement of Wisconsin|
|Doug and Cynthia Evans - Junior Achievement-Rocky Mountain||Donald and Adele Garretson - JA Worldwide|
|Dale and Sharon Fiehler - Junior Achievement of Greater St. Louis||Pamela J. George - JA Worldwide|
|Gilbert P. Folleher - JA Worldwide Pioneers Trust Fund||Dr. Michael and Diane Grossi - JA Worldwide and Junior Achievement of Rhode Island|
|Ted and Mona Fox - Junior Achievement of Wisconsin||Gary and Linda Hickman - Junior Achievement of Southern California|
|Ambassador Sam Fox - Junior Achievement of Greater St. Louis||Rob and Diane M. Holmquist - Junior Achievement of Southwest Michigan|
|Michael H. Freund - Junior Achievement of Greater St. Louis||James and Carol Horstmann - Junior Achievement of the Heartland|
|Susan Fronk and William Thiel - Junior Achievement of Wisconsin||Woody and Ginger Howse - Junior Achievement of Washington|
|Gene and Mabel Johnson (1920-2003) - Junior Achievement of Central Florida||Dr. Sarah and Mr. Al Layton - Junior Achievement of Central Florida|
|Dennis Jones - Junior Achievement of Greater St. Louis||Carter and Kaye LeBeau (1926-2013) - Junior Achievement of the Heartland|
|Peter M. Kelley - Junior Achievement of Southwest Michigan||Robin Lester - Junior Achievement of West Central Florida|
|John and Leah Klumph - Junior Achievement of Central Florida||Charles and Renee Maniaci - Junior Achievement of Mid-Michigan - a division of Junior Achievement of the Michigan Great Lakes|
|John and Nancy Koss - Junior Achievement of Wisconsin||Denman and Barbara McNear - JA Worldwide|
|Gary and Christy Kunz - Junior Achievement of the Heartland||Glenn and Kathleen Medhus - Junior Achievement of the Heartland|
|Barbara Dowell Lancaster and Cameron Lancaster - Junior Achievement of Southern California||Jamie Mills - Junior Achievement of the Michigan Great Lakes|
|The Raymond P. Lavietes Foundation - Junior Achievement of Western Connecticut||Ronald and Karen Modreski - Junior Achievement of the Michigan Great Lakes|
|John and Sue Lawson - Junior Achievement of the Heartland||Jerry V. Mutchler - Junior Achievement of Southeast Texas|
|Debra Stinton Othitis - JA Worldwide||Mike and Carol Plunkett (1938 - 2012) - Junior Achievement of the Heartland|
|Mark N. Panker - Junior Achievement of Northeast Michigan||Julie C. Preslar - Junior Achievement of Central Carolinas|
|Gene and Joanne Pastula - Junior Achievement of San Diego County||Scott Price - Junior Achievement of West Central Florida|
|Helen Pekny, In Memory of Frank P. Pekny - JA Worldwide and Junior Achievement of Southern California||Larry R. Richardson – Junior Achievement of Mid-Michigan – a division of Junior Achievement of the Michigan Great Lakes|
|Dr. J. Mitchell and Robinette Perry - Junior Achievement of Southern California||Charlie and Mary Rogers - Junior Achievement of Central Florida|
|Randy and Tami Phillips - Junior Achievement of Southern California|
|Lewis and Kay Saxby (1924-2012) - Junior Achievement USA and Junior Achievement of Northwestern Ohio||Wayne and Mary Smith (1948-2009) - JA Worldwide|
|William Schawbel - Junior Achievement of Northern New England||Barbara Stein - Junior Achievement of Wisconsin|
|Scott Schnuck - Junior Achievement of Greater St. Louis||Frank G. Stryganek - JA Worldwide|
|Michael S. Schoedinger - Junior Achievement of Central Ohio||Susan L. Stuart - Junior Achievement of Mid-Michigan – a division of Junior Achievement of the Michigan Great Lakes|
|Mark and Kristi Shaffer - Junior Achievement-Rocky Mountain||Gene Toombs - Junior Achievement of Greater St. Louis|
|Michael and Pamala Towers - JA Worldwide|
|James and Judy Vaughn - Junior Achievement-Rocky Mountain||Jim and Joan Zawacki - Junior Achievement of the Michigan Great Lakes|
|Jim Victor - Junior Achievement of the Heartland||Robert K. Zelle (1924-2010) - Junior Achievement of Middle Tennessee|
|Linda M. Wendt in Memory of Martin "Marty" J. Wendt - Junior Achievement of Southwest Michigan||Seven anonymous donors|
|Steve and Robin Wise - Junior Achievement-Rocky Mountain|
|Michael "Todd" and Cynthia Young - Junior Achievement of Greater Washington|
The U.S. President's Volunteer Service Award
The U.S. President's Volunteer Service Award is a presidential recognition program created in 2003 by the President's Council on Service and Civic Participation for individuals of all ages who contribute a significant amount of time to volunteer service. In 2006, Junior Achievement became an official certifying organization for this award because of our national reach and standing. This status allows us to bestow this honor to corporations with a U.S. presence that provide volunteers to teach JA programs anywhere in the world.
Recipients of the 2012-2013 President's Volunteer Service Awards are:
Gold - 15,000+ volunteer hours
Silver - 10,000+ volunteer hours
Bronze - 5,000+ volunteer hours
|AT&T||Ernst & Young||BBVA Compass|
|Bank of America||ExxonMobil||Barclays|
|Capital One||Hewlett Packard||Cargill|
|Deloitte||U.S. Bank||Deere & Company|
|Destination & Travel Foundation||FedEx|
|Financial Services Roundtable||Goldman Sachs|
|HSBC||JP Morgan Chase|
|University of Central Florida||Microsoft|
|Walt Disney World||Regions|
|TD Ameritrade/TD Bank|
Junior Achievement USA Financial Statements 2013
Seventy-eight percent of total expenses are program activity expenses. The following is a brief description of how program services and fundraising expenses are used.
Field Service provides assistance and guidance to help the 119 JA Areas and provide economic education to local cities and communities. Support in staff hiring, board recruitment, training and quality management are services that enable these operations to deliver consistent, high-quality programs to students in local schools.
The Brand Group creates public relations, social media and communications tools, guidance and support for JA Areas. Additionally, the group helps drive awareness for donors and other key partners.
Research and development efforts continually evaluate and upgrade existing programs, as well as develop new curricula and supporting materials to provide the most effective instructional package possible.
Human resources reflects one of our primary organizational values—that people are our most important asset. This group helps maintain high standards of staffing across the nation which, in turn, provide the quality personnel necessary to support the organization.
Fundraising reflects JA USA's cost to solicit contributions from our donors.
The Organization reaches out to the local community through a network of areas who educate and inspire young people to value free enterprise, business and economics to improve the quality of their lives. The Organization teaches students in kindergarten through 12th grade about business and economics and accomplishes its mission by placing volunteers in the classroom to present JA USA's educational curricula and materials. A JA Area is a community-based organization that serves a specific geographic region. Each JA Area is incorporated under the guidelines of its respective state and bylaws, which govern the actions and responsibilities of the area's Board of Directors. The National Office and the JA Area join together under the terms of a signed agreement whose guiding principle is mutual support. As of June 30, 2013, 119 U.S. JA Areas provided programs in 50 states. The areas' financial statements are not included in the financial statements of the Organization, since it does not have a controlling interest in the JA Area's Boards of Directors or a financial interest in the JA Area's operations. The bylaws of each JA Area designate a similar purpose not-for-profit organization to receive the residual interest of a JA Area in the event of dissolution.
The Organization's primary revenues come from corporate and private contributions, federal and private grants, materials sales and fees charged to JA Areas.
The accompanying financial information has been prepared using the accrual basis of accounting. Audited financial statements are available upon request.
Junior Achievement USA is dedicated to giving young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and economic choices. JA programs are delivered by corporate and community volunteers, and provide relevant, hands-on experiences that give students from kindergarten through high school knowledge and skills in financial literacy, work readiness and entrepreneurship. Today, JA reaches more than 4.4 million students per year in 119 markets across the United States.
Junior Achievement USA Statements of Financial Position
Junior Achievement USA Board Members
| Mr. Ainar D. Aijala, Jr. |
Chief Global Corporate Development Officer
Deloitte Touche Tohmatsu Limited
Principal, Deloitte Consulting LLP
| Mr. Richard A. Woods |
Senior Vice President – Corporate Affairs
| Ms. Liz Arky |
Managing Director of Global Government Relations
| Ms. Evelyn Angelle |
Senior Vice President and Chief Accounting Officer
| Ms. Sandra Beach Lin |
Chief Executive Officer (Retired)
| Mr. Alan S. Armstrong |
President and Chief Executive Officer
The Williams Company, Inc.
| Ms. Catherine S. Brune |
Allstate Insurance Company
| Mr. Mark Brenner |
Senior Vice President External Affairs
Apollo Group, Inc.
| Mr. Agustin Carcoba |
President and Chief Executive Officer
GE Capital, Franchise Finance
| Mr. Michael Deniszczuk |
Partner and U.S. Independence Leader
| Ms. Lynne Ford |
Executive Vice President–Distribution & Marketing
Calvert Investments, Inc.
| Mr. Clyde D. Keaton |
President and Chief Executive Officer
Argo Turboserve Corporation
| Ms. Perry Hewitt |
Chief Digital Officer
| Mr. Jack E. Kosakowski (Ex Officio) |
President and Chief Executive Officer
Junior Achievement USA®
| Ms. Deborah J. Kissire |
Vice Chair, East Central Managing Partner
Ernst & Young LLP
| Mr. Paul E. McKnight |
Senior Vice President–Organization Planning
| Mr. Larry Leva |
Global Vice Chairman–Quality and Risk Management
| Mr. David Palenchar |
Chief Operating Officer
El Pomar Foundation
| Ms. Julie A. Monaco |
Managing Director/Regional Head of North America
Citi Transaction Services
| Mr. Ed Rapp |
Group President and CFO
| Mr. Jonas Prising |
| Mr. James Runnels |
Senior Vice President – Rental
| Mr. Robert Reeg |
| Ms. Lisa Sodeika |
Executive Vice President – Communications
HSBC North America Holdings Inc.
| Mr. Sean Rush (Ex Officio) |
President and Chief Executive Officer
| Mr. Thomas D. Weldon |
Accuitive Medical Ventures and
The Innovation Factory
| Mr. Albert E. Suter |
Chief Operating Officer (Retired)
Junior Achievement USA Leadership
| Jack E. Kosakowski |
President and Chief Executive Officer
| Buzzy Thibodeaux |
Executive Vice President
| Tim Armijo |
Chief Financial Officer
| Howard D. Bartner |
Senior Vice President of Operations
| Gary Blanchette |
Senior Vice President of Development
| Jackie Dant |
Vice President of Operations
| Deborah Denmark |
Vice President of Conference and Event Planning
| Lisa Frye |
Vice President of Employment and Employee Relations
| Lisa Gillis, M.A. |
Chief Academic Officer
| Ed Grocholski |
Senior Vice President of Brand
| Christy Kunz |
Vice President of Operations
| Jeanette Lee |
Vice President of Development
| Susan Luu |
Senior Vice President of Business Improvement
| Laurie Mozingo |
Vice President of Compensation and Benefits
| Leslie Pierce |
Vice President of Talent and Organization Development
| Kris Ponciroli |
Vice President of Field Fundraising Services
| Steve Schmidt |
Senior Vice President of Operations