2016 Report to the Community Empow er the Future ®

financial literacy | work readiness | entrepreneurship Letter from our Chairman JA volunteers serve as business It was great for the students to meet people who mentors every time they teach a class. have been in their shoes and are now in During the 2015-16 school year 2,562 classes throughout the area were served by successful business roles. these mentors. Together, they reached - Burnet Elementary teacher about their JA classroom experience 50,041 students, an increase of 13% over the previous school year! Teaching students about managing money, starting a business and careers with interactive, age-appropriate curriculum can change their lives. When volunteers take time to be in the classroom and teach curriculum that mirrors what the student’s teacher taught, magic can happen! Their minds are opened to new possibilities of their future. The outcome for the emerging workforce and the community can be significant. Members of the JA Dallas Board of Directors, JA Young Executives Society Board and staff have partnered over the past year to

JA Dallas Impact Numbers 2015-2016

students 50,041 160 classes educators public schools 2,562 2,231 PRIVATE 17 & CHARTER SCHOOLS

Priority Districts 4 volunteers *ADDITIONAL DISTRICTS 18 3,956 Volunteer experiences 4,791 *includes public school, private, and charter districts implement the first year of our strategic plan with JA Dallas has been serving as a conduit reaching significantly more students. Another for financial literacy, work readiness, and exciting outcome is the decision to move forward entrepreneurship education for 62 years, bringing with JA BizTown, a life experiential curriculum business and community volunteers into schools that teaches 6th grade students the meaning of to teach financial and business skills relevant to being a consumer, a citizen, and a tax-payer changing times. JA Dallas’ core purpose is to through first-hand experience! inspire and prepare young people to succeed in We are pleased to release independent a global economy. research findings from students after experiencing JA: • 75% realized the importance of staying in Thank you. school • 75% say JA is relevant to their future and real life • 90% would recommend JA to a friend Sandra Wells In a competing global economy with Chairman, Board of Directors constant innovation and changing technology, it Junior Achievement of Dallas is critical that education keep pace and prepare students for future career and economic success.

Finances at a Glance 2016 2015 Contributions $955,930 $1,126,559 Donated Goods and Services $87,005 $122,235 Special Events $706,778 $693,470 Interest and Other $10,364 $12,490 Support and Revenue $1,760,077 $1,954,754

Expenses Program Services $1,359,306 $1,256,508 General and Administrative $149,391 $131,974 Fundraising $307,405 $262,354 Total Expenses $1,816,102 $1,650,836 Services and Opportunities

JA High School Heroes “I enjoyed teaching the students because they were really excited about learning new things and playing with the activities. It was really hard to get the students to stay on task. I learned that being a teacher was harder than it seems.“ - Harmony School of Business Student, Harmony ISD

JA in a Day “JA in a Day gives you an opening into the real world. For example, when you JA Job Shadow are being interviewed, you can't show up messy and with no posture. You “I learned that companies are looking for have to respect yourself and the person candidates who show they are ready to work interviewing you.” hard and have a solid résumé.” - Maya Angelou High School - Kimball High School Student, Dallas ISD Student, Dallas ISD

JA Company Program “One thing I learned is that leadership and dedication is key.” - Berkner High School Student, Richardson ISD

JA in the classroom “In 4th grade, I learned about being an entrepreneur. I now own my own vending machine company, which helped me earn money ® to help buy our family dog.” Capital One/Junior Achievement Finance Park - Mathews Elementary Student, Plano ISD “I learned that being an adult is hard and managing a budget is even harder. I now know what my mom is going through, so I will help my family and our finances. I might even open my own savings account.” - Zan Holmes Middle School Student, Dallas ISD To inspire and prepare young people to succeed in a global economy.

Take Your Business to School Week “When the business people come in and work with our students, it gives students a real life application and how it relates to their future.” - Townley Elementary Principal, Irving ISD

JA Bowl-A-Thon JA Bowl-A-Thon made a difference in the lives of more than 7,500 Dallas-area students. Nineteen companies and 1,375 bowlers raised more than $255,000 while striking out financial illiteracy during the Be a Kid’s Hero Bowl-A-Thon.

Junior Achievement Dallas Business Hall of Fame® Junior Achievement Dallas Business Hall of Fame® held its 18th Annual Gala honoring Craig Hall, Senator Kay Bailey Hutchison, Ambassador Ron Kirk, and Richard K. Templeton. Lauren Mora, 2016 Student of the Year, from Woodrow Wilson High School, relayed to the audience how JA made a Swing for JA difference in her life. Swing for JA raised nearly $30,000 and helped impact more than 900 Dallas-area students with JA programs. One-hundred golfers came out to TopGolf Allen for the 2nd Annual event! Looking at her now, you might think into a person she didn't want to be. Tawaila Simmons Tawaila Simmons is everything a 21st century When Junior Achievement came to woman could hope to be. Tawaila is a serial Tawaila's school at Foster Middle School in entrepreneur based in Dallas, Texas who Longview, Texas and made a presentation, made her first million in business early on and Tawaila was riveted. The JA volunteers— is now working on her third business as a grant successful professionals themselves— writer, life coach, and corporate trainer. She, introduced concepts to her like financial and her high school sweetheart turned literacy, budgeting, and personal husband, have four children, one of which is development. now pursuing her doctoral studies at Baylor Tawaila always knew she wanted to be a University. professional, even with her troubled But, it wasn't always this way. In middle background. Junior Achievement was her school, Tawaila was considered at-risk. Being opportunity to learn how to make her dream a the oldest of six kids, Tawaila held a lot of reality. “To actually have somebody sit down IT REALLY CHANGED MY responsibility as her parents worked hard to and talk to me the way my mentor did, that LIFE DRAMATICALLY support them. Her father, a truck driver, was was new to me," Tawaila said. "For an at-risk BECAUSE THAT WAS gone for long periods at a time. Her mom youth like myself, having a Junior worked a day job while going to school at Achievement mentor meant [there was a] THE FIRST TIME THAT I night. person that was speaking into my life now, at ACTUALLY HAD By the 8th grade, Tawaila had been in five that very point in my life." ANYTHING LIKE WHAT different schools. With constant moves and an Throughout high school, Tawaila took WAS CALLED 'A undiagnosed case of dyslexia, Tawaila began Junior Achievement classes which helped her MENTOR’ to fall behind in her studies and she felt she overcome her tendency to bottle everything could never catch up. Overwhelmed, Tawaila inside. "It really changed my life never shared her struggles with anyone. She dramatically,'” Tawaila shared. “These people tried to figure everything out herself, but that came alongside me to teach me and help instead was picked on by other kids finding me were a lot of the greatest contributing herself in more trouble, turning factors to my success today."

Junior Achievement of Dallas 2016-2017 Executive Committee Members Sandra Wells, Chair Tracy Merzi, Past Chair Brent Raindl, Chair – Impact Action Corey Anthony Corey Anthony Ernst & Young LLP Dallas Business Journal PlainsCapital Bank AT&T AT&T

David Whiting, Chair Elect Phillip Huffines, Chair – Funding Action David Swiney, Chair – Audit Jerry Kielman Lindy Austin Huffines Communities KPMG LLP CIC- Insurance Comerica Bank Emeritus Executive Douglas Scandling, Christy Jacoby, Chair – Board Action Gail Cooksey, Chair - Marketing Imprimis Group Secretary and Treasurer PepsiCo, Inc. Cooksey Communications John Shelnutt Citi Cisco Systems, Inc. Kirk Baylor IBM

Young Executives Society Board of Directors Todd Burns Jared Campbell William Clark Tara Miller Scott Riddle Steven Stich Bank of America Toyota AT&T Miller Services Group Kane Russell US Trust Coleman Logan David Cargile Matt Carrol Matthew Garcia Bosque Moore Adiv Sulaiman KPMG LLP Frost Bank US Congressman Oncor Adam Ruff Pioneer Natural Resources Pete Sessions RTW Financial Joann Chatfield Lindsay Chaney Stephen Myers Advisors Kyle Turbitt Centro Zach Hunter Norton Rose Fulbright Bank of America MoneyGram PlainsCapital Bank Karan Sihota Merrill Lynch Andrew Chin Brian Page ExxonMobil Reginald Colby PepsiCo. Kara Jenkins ExxonMobil Shareron Willis Coca-Cola Frito-Lay, Inc. Berry R. Cox, Inc. AT&T North America JUNIOR As a petroleum engineer at STS "Going back, [I felt] more of an adult ACHIEVEMENT International, Lloyd Okolo looks like a man confidence." Lloyd now felt he had something with all the answers. Financially fit and helpful to offer the students. The classes went HAD GIVEN HIM established in his field, Lloyd felt like it was well, and there was one significant moment THE PLATFORM time to give back. that stood out to Lloyd. TO CONTRIBUTE By volunteering with Junior Achievement, During lunch, a freshman approached Lloyd saw it as a chance to give back and to Lloyd's table and asked if he could ask a few TO THIS YOUNG build his confidence in public communication. questions. The young man sat with Lloyd, and MAN'S SUCCESS Although he didn't realize it at the time, Lloyd they began a conversation that impacted both IN LIFE. would receive much more from his volunteer Lloyd and the student. They talked about what experience than he expected. it's like growing up, going to college, career Lloyd was assigned to teach five personal options, and how to afford college. "I thought it finance courses at Hillcrest High School, in was going to be like a simple question and Dallas ISD, his alma mater. Lloyd would have answer," Lloyd said. "It turned out that we the chance to go back to the place that shaped stayed during the whole lunch time—we didn't him as a young man. He would walk the same even get through lunch!" halls and meet some of the same teachers Something special happened in that who taught him in class. The feeling was moment that made Lloyd want to volunteer all surreal. over again. Junior Achievement had given him Lloyd and his family were Nigerian the platform to contribute to this young man's immigrants and it was hard to adjust to the success in life. "I don't want to say that I new environment. He was trying to changed his life, but it felt like I added to it, that Lloyd Okolo understand the nuances of American culture, I added some pieces,” Lloyd explained. “I while simultaneously learning the English added a missing part to what he was trying to language and studying for his classes in achieve, to be the person that he wanted to English. "When I first came to America, not be." having any friends, walking through the hallways, I was intimidated," Lloyd confessed.

Junior Achievement of Dallas 2016-2017 Board of Directors Gail Cooksey John Gustafson Jerry Kielman Jeff Owens John Shelnutt Cooksey Communications American Airlines CIC- Insurance Executive TravisWolff LLP Cisco Systems, Inc.

Jody Diaz Alan Hamrick Lynne Lachenmyer David Pansing Paul Sullivan Rent-A-Center Wells Fargo Exxon Mobil Corporation Grant Thornton LLP Emeritus

Keith Doan Susan Haseley Ray LaDieu Paul Parette John Trevino KRD Risk Management Protiviti, Inc. BBVA Compass Deloitte Telemundo 39 Services Steve Hayward John Maguire Brad Phillips Rudy Walker Kirt Donatello JPMorgan Chase Darling Ingredients, Regions Bank Capital One Bank Tracy Merzi Inc. Phillip Huffines Dallas Business Journal Sandra Wells Brad Dorethy Huffines Communities Jennifer Pierce Ernst & Young LLP Paranet Melissa Morales AIG Christy Jacoby State Farm David Whiting Michael Doyle PepsiCo, Inc. Brent Raindl Comerica Bank Capgemini North America Christian Moreno PlainsCapital Bank Kevin Kemp Lockton Dunning Benefits Spencer Williams Anthony Erickson BKD LLP Douglas Scandling ACE Cash Express Accenture Danny Noteware Citi Potter Minton, PC Schools Served The schools listed below have been directly impacted by our partners. Empowering young people to own their economic success.™

Advantage Academy ISD Jerry R. Junkins Elementary School Hodge Elementary J F Townley Elementary Frankford Middle School AA Grand Prairie West John B. Hood Middle School Tom Harpool Middle School J O Davis Elementary Haggard Middle School AA North Duncanville John F Kennedy Learning Center W S Ryan Elementary John & Margie Stipes Elementary Hendrick Middle School AA Waxahachie Julian T Saldivar Elementary School Duncanville ISD School Jasper High School Argyle ISD K B Polk Center for Academically Duncanville High School John R Good Elementary Larry D Guinn Special Program Hilltop Elementary Talented and Gifted Garland ISD Lady Bird Johnson Middle School Center Carrollton – Farmers Branch ISD Kathlyn Joy Gilliam Collegiate Academy Classical Center at Brandenburg Lorenzo de Zavala Middle School Mathews Elementary R L Turner High School L G Pinkston High School Heather Glen Elementary MacArthur High School Meadows Elementary Dallas ISD Lakewood Elementary Herfurth Elementary Nimitz High School Otto Middle School A Maceo Smith New Tech High School Lorenzo de Zavala Elementary Hudson Middle School Otis Brown Elementary Renner Middle School Amelia Earhart Learning Center Martha Turner Reilly Elementary Kimberlin Academy for Excellence Paul Keyes Elementary Robinson Middle School Barack Obama Male Leadership Academy Martin Luther King Jr. Learning Center North Garland High School Sally B Elliott Elementary Schimelpfenig Middle School Ben Milam Elementary Maya Angelou High School O'Banion Middle School Sam Middle School Boude Storey Middle School Moises E Molina High School Rowlett High School T J Lee Elementary C F Carr Elementary Nancy Moseley Elementary South Garland High School Townsell Elementary Williams High School Casa View Elementary Nathan Adams Elementary W C Daugherty Elementary Travis Middle School Wilson Middle School Cesar Chavez Learning Center Oran M Roberts Elementary Webb Middle School W T Hanes Elementary Private or Charter School Charles A Gill Elementary Paul L Dunbar Learning Center Grand Prairie ISD KIPP College Preparatory Allen Creme de la Creme Dan D Rogers Elementary Reinhardt Elementary School Dwight D. Eisenhower Elementary Public Schools Evolution Academy David G Burnet Elementary Robert E Lee Elementary School KIPP Destiny Elementary North Central Texas Academy Eladio R Martinez Learning Center Sarah Zumwalt Middle School Florence Hill Elementary Lancaster ISD Saint Mark's Catholic School Emmett Conrad High School School of Business and Management Hector P Garcia Elementary G W Carver 6th Grade STEM Thanksgiving Tabernacle Bible F P Caillet Elementary at Yvonne A. Ewell Townview Center Juan N Seguin Elementary Learning Center Fellowship Felix G Botello Elementary Skyline High School Marshall Leadership Academy Legacy Prep Charter Academy Richardson ISD Francisco "Pancho" Medrano STEAM Middle School at D.A. Hulcy Whitt Fine Arts Academy Legacy Prep Mesquite West Apollo Junior High Middle School Sudie Williams Elementary Harmony Public Schools Legacy Prep Plano Arapaho Classical Magnet Elementary H Grady Spruce High School Sunset High School Harmony School of Business Lewisville ISD Big Springs Elementary H I Holland Elementary at Lisbon Thomas A Edison Middle Learning Center Harmony School of Nature Killian Middle School Bowie Elementary School Herbert Marcus Elementary Thomas Jefferson High School Harmony Science Academy Dallas Southridge Elementary Brentfield Elementary Highland Meadows Elementary W H Adamson High School Irving ISD Little Elm ISD Forest Meadow Junior High Hillcrest High School W H Gaston Middle School A S Johnston Elementary Hackberry Elementary J J Pearce High School Innovation, Design, Entrepreneurship W T White High School Albert Farine Elementary Lakeside Middle School L V Berkner High School Academy William Brown Miller Elementary School Barbara Cardwell Career Preparatory McKinney ISD Lake Highlands Elementary School Irma Lerma Rangel Young Women's William L Cabell Elementary Center Gibson Caldwell Elementary Lake Highlands Freshman Center Leadership School Wilmer Hutchins Elementary Barton Elementary Roy Lee Walker Elementary Lake Highlands High School J P Starks Math, Science and Woodrow Wilson High School Brandenburg Elementary Mesquite ISD Lake Highlands Junior High Technology Vanguard Zan Wesley Holmes Jr Middle School Britain Elementary Dr John D Horn High School Liberty Junior High James Madison High School Denton ISD F M Gilbert Elementary North Texas Collegiate Academy Math Science Technology Magnet Cross Oaks Elementary Irving High School Little Elm Education Center Mohawk Elementary Denton Education Center Northwood Hills Elementary Lewisville Education Center Parkhill Junior High [JA of Dallas] is a great resource Plano ISD Richardson High School Armstrong Middle School Richardson North Junior High for you and it makes college Bowman Middle School Westwood Junior High C M Rice Middle School White Rock Elementary possible. - Dr. Michael Hinojosa Carpenter Middle School Uplift Education Dallas ISD Superintendent Clark High School Uplift Peak Preparatory High School

1201 Executive Dr. West | Richardson, TX 75081 | 972.690.8484 | www.jadallas.org Thank You to Our Partners The JA Partners listed below have generously donated funds and/or volunteer resources to provide the JA curriculum to students.

A. Maceo Smith High School Heroes Reginald Colby Joseph M. Grant MacArthur High School Heroes Southern Methodist University Accenture, plc Deb Coleman Grant Thornton LLP Mathews Community State Farm ACE Cash Express Gail Cooksey Green Bank Tracy Merzi Roger & Marianne Staubach Comerica Bank Jason Greer Microsoft Corporation Paul & Barbara Sullivan AIG Communities Foundation of Texas John Gustafson The David B. Miller Family Foundation Dave Swiney Allianz SE Cooper Aerobics Center Scott Hahn Mark Mitchell Synchrony Financial Ally Servicing CRC Insurance Services HALL Group MoneyGram Foundation Hettie Tabor American Airlines Group Inc. Crowe Horwath Alan K. Hamrick Melissa C. Morales Target Corporation Anonymous Dallas Business Journal Harmony School of Business Heroes Christian Moreno Telemundo 39 Corey Anthony The Dallas Foundation Harmony Science Academy Heroes Jay & Jan Murfield Mary Templeton AT&T Inc. Dallas HD Films The Hartford Financial Services Group Neiman Marcus Mike & Mary Terry A.T. Kearney, Inc. Dallas Women's Foundation Diane Hartley Nokia Texas Instruments, Inc. The AYCO Company, L.P., Darling Ingredients, Inc. Haynes and Boone LLP North Dallas Bank & Trust Co. Texas Woman's University A Goldman Sachs Company Deloitte & Touche LLP Jonathan W. Hill North Dallas Imports Thanksgiving Tabernacle Bible Fellowship Balfour Beatty Construction DeVry University Phillip & Holly Huffines Northrop Grumman Corporation TIAA-CREF Bank of America Corporation Kirt Donatello Huffines Communities Norton Rose Fulbright John & Debbie Tolleson Barclays PLC Russel Dubree Jay Hull Erle Nye Tolleson Wealth Management Colleen Barrett Eagle Scholars Community Caroline Rose Hunt OneSource Virtual TopGolf of Allen Baylor Scott & White Health Volunteers Hunt Consolidated, Inc. Origin Bank TopGolf Park Lane BBVA Compass Bancshares, Inc. Kent Eastman David Huntley David Pansing Toyota Financial Services BDO USA LLP Embark Kay Bailey Hutchison Paranet Solutions The Travelers Companies, Inc. BKD LLP Ernst & Young LLP IMA Financial Group, Inc. Paul Parette TravisWolff LLP Doug and Holly Brooks Exxon Mobil Corporation Imprimis Group PepsiCo, Inc. John Trevino CAGE, Inc. Fannie and Stephen Kahn Insurance Industry Charitable Brad Phillips U.S. Bank Capital One Charitable Foundation Foundation, Inc. Phoenix Capital Partners USAA David Cargile Fannie Mae Insurity, Inc. Pioneer Natural Resources United Way of Metropolitan Dallas, Inc. Benjamin Carroum Financial Planning Association of IBM PlainsCapital Bank University of North Texas at Dallas CBS EcoMedia Dallas/Fort Worth J J Pearce High School Heroes John Probe University of Texas at Dallas Jeff Chapman Flowserve Worldwide Headquarters Jack E Singley Academy High School Protiviti, Inc. Vickery Meadow Youth Development Joann Chatfield Freddie Mac Heroes Brent Raindl Foundation Robert Ciminelli Frost Dallas Financial Center Christy A. Jacoby Randstad Technologies Vines High School Heroes Circle of Support, Inc. Gardere Wynne Sewell LLP James Madison High School Heroes Regions Financial Corporation VIRA Insight Cisco Systems, Inc. General RE Corporation JPMorgan Chase Rent-A-Center Vizient CitiGroup, Inc. Girl Scouts of NE Texas Junior League of Collin County Richardson High School Heroes W.P. & Bulah Luse Foundation CliftonLarsonAllen LLP The Goldman Sachs Group, Inc. Herbert D. Kelleher Rockwell Collins Rudy S. Walker Coca-Cola Refreshments Grand Prairie High School Heroes Kevin L. Kemp The Rosewood Foundation Sandra Wells Ron Kirk Roy Lee Walker Community Wells Fargo Bank Kohl Foundation Saint Mark's Community White Rock Community We not only make Kohl's Corporation Bruce & Sarah Sammis David Whiting KPMG LLP Samsung Electronics Co., Ltd. Wildfire XM their lives better, but KRD Risk Management Services SAP Americas Shareron Willis The Kroger Company Douglas Scandling Spencer Williams we potentially enrich Lynne M. Lachenmyer Robert N. Schleckser Wilshire Bank Swastik Lahiri Rick & Catherine Shae Julie Winger all of our own lives . Lake Highlands High School Heroes John Shelnutt Ben Woodard Legacy Texas Bank Shermco Industries, Inc. Woodforest National Bank - Ambassador Ron Kirk Liberty Mutual Insurance Company Slalom Consulting Woodrow Wilson High School Heroes Lockton Dunning Benefits South Garland High School Heroes Zurich American Insurance Company Lyco Holdings Incorporated 1201 Executive Dr. West | Richardson, TX 75081 | 972.690.8484 | www.jadallas.org WhyJA?

JA Alumni Work Readiness JA Alumni Business Ownership 88% 143% Satisfied with career More likely to be involved in entrepreneurial activities 55% 75% Gave me an idea of Believe U.S. economic how business works $ system benefits most 30% 55% Gave me an idea of Learned how a business what to do for a career works through JA

JA Alumni Career Aspirations 1 in 3 1 in 5 Credit JA for Work in same influencing 67% field as their JA career decision More likely to have volunteer General an advanced degree Population

1201 Executive Dr. West | Richardson, TX 75081 | 972.690.8484 | www.jadallas.org