1 Annual Review 2015-2016

1 │Annual Review 2015-2016 Each day, thousands of children head to schools across our community, each filled with the potential to realize his or her own American Dream. For some, that dream is securing a job that can provide a safe home and support a family. For others, it is building a meaningful career or starting their own business. And some simply want to break the chains of poverty in order to create a better life for themselves and their family. The American Dream was described as that dream of a land in which life should be better, richer, and fuller for everyone, with opportunity for each according to ability and achievement. Regardless of how the American Dream is defined, it can only be achieved through the combination of opportunity, ability, and inspiration. For every student who lacks a basic economic understanding, a mentor to inspire, or sees only dim opportunities… the American Dream fades. And the opportunity cost impacts every aspect of our society. Since 1941, Junior Achievement has been working in our Wisconsin communities to ensure that young people have the skills and confidence to successfully transition into an evolving economy. From its initial after-school JA Company program that provided teens with a first -hand experience in business to today’s broad spectrum of academic based K-12 programs, Junior Achievement has continued to transform its approach to meet the changing needs of students, educators and employers. Each step of the way, generous community partners have fueled this impact with critical financial and volunteer resources. Today, as we face unprecedented skilled workforce shortages and an increasingly complex personal finance environment, the need for Junior Achievement programs has never been greater. As we celebrate our 75th anniversary during the 2016-17 school year, JA Wisconsin stands committed to ensuring that our young people have the skills and confidence to pursue their own version of the American Dream. Tim Greinert, President Junior Achievement of Wisconsin 2 │Annual Review 2015-2016 JA's Board of Directors is comprised of executives and business leaders who represent diverse facets of the local economy. Their wide range of backgrounds and professional expertise yields a dynamic and dedicated team with a hands-on approach to positioning JA as a leader in economic education. The leadership and philanthropic efforts of the Board of Directors are at the forefront of our efforts and accomplishments. CHAIR Lori Bechthold Dr. Tony Evers John Howard Nancy Sennett James Bedore State of Wisconsin BMO Financial Group Foley & Lardner LLP Reinhart Boerner Van Deuren s.c. Department of Public Instruction Karen Hung Steve Booth Susan Fronk Silver Rock Consulting VICE CHAIR R.W. Baird & Co., Inc. MRA-The Management Association Dennis Krakau Matt Hunter Associated Bank Tim Bowers James Fuchs CBRE GHE Andres Gonzalez Paul Jones TREASURER Carl Brown Froedtert Health Harley-Davidson, Inc. Kara Kaiser Red Brown Kle Marketing Darryl Green Sang H. Kim BMO Harris Bank Communications ManpowerGroup Wells Fargo Bank, N.A. Jill Brzeski Robert Greene Tom Kissinger SECRETARY Boelter + Lincoln Chase The Marcus Corporation Sean Torinus Keith Burns Serigraph, Inc. James Gross Sean Knott Troy Carrothers Johnson Controls, Inc. Robert W. Baird & Co., Inc. Kohl’s Department Stores Rock County District Chair MEMBERS Jon Grosshuesch Leif Christianson Oostburg State Bank Peter Kordus Brian Adam Peoples State Bank East Central District Chair BSI Olympus Group Northcentral District Chair Dr. Eve Hall John Koss, Jr. Christine Anderson Robert Cowen African American Chamber of Com- Koss Corporation Baker Tilly Virchow Krause, LLP merce of Wisconsin Badger Alloys, Inc. Robert Landwehr Bruce Arensmeier Ted D. Crandall Lindsay Hammerer GE Healthcare Deloitte KPMG Rockwell Automation Bruce Lanser Jeremy Bardon Chad Cundiff Thomas Hauske, Jr. UBS Institutional Consulting Beauchamp Maleki Group Astronautics Corp. of America Marshall Street Capital, Inc. Winnebago Region Chair Christopher R. Leberfing Paul Danola Dennis Heling Robert W. Baird & Co., Inc. Kurt Bechthold Shawano Cty. Econ. Progress, Inc. Jeff Likosar Payne & Dolan, Inc. Dr. Darienne Driver Wolf River District Chair Milwaukee Public Schools Gardner Denver, Inc. 3 │Annual Review 2015-2016 Continued Ed Maginot Victor Nino Michael Schulze Dave Werner Grant Thornton, LLP Modine Manufacturing Company EY Park Bank Racine & Kenosha Counties District Gregory Martin Wei Shen William West Chair Lena’s Food Stores GE Healthcare von Briesen & Roper, s.c. Doug O’Connor Marsha Mather Michael Shepprd Kathy Whitbeck RSM Laacke & Joys Company Principal Financial Group Nsight Telservices Wayne Oldenburg Brown County District Co-Chair Dr. Susan A. May Wendy Slocum Oldenburg Group Incorporated Fox Valley Technical College Burke Properties Raymond Wilson Elizabeth Orelup PricewaterhouseCoopers, LLP Daniel F. McKeithan, Jr. Arthur Smith Quarles & Brady LLP Tamarack Petroleum Company, Inc. Farmers Insurance & Keystone Travel Jennifer Wolff William Otto Services Godfrey & Kahn, S.C. Barry McNulty Kalahari Resort & Convention Ctr. Wis. Energy Corp/We Energies Guy Smith Jan Zander Rick Parra Lilly Creek Capital Partners Ayres Associates Charles A. Mellowes Pieper Electric Northwest District Chair Charter Manufacturing Co., Inc. Thomas Spero Diane Pellegrin James Ziemer Mark Metzendorf John Splude FIS Michael Peyer JWS Classics Kaplan Professional EMERITUS MEMBERS Dan Meyer Paul Steffen Coulee Region District Co-Chair BizTimes Milwaukee Northwestern Mutual Chris Bauer Mason Quackenbush James A. Meyer Lori Stortz Russ Darrow Gundersen Health System FirstMerit Bank University of Wisconsin Coulee Region District Co-Chair Eric Delzer Jeff A. Meyers Joanne Szymaszek Lynn Richtman Jon D. Hammes WoodTrust Bank Johnson Insurance Services U.S. Bank Portage & Wood Counties District Chair John C. Koss, Sr. Dr. Robert Tatterson Jay Rothman Michael Michels Sealed Air, Inc. John A. Mellowes Foley & Lardner LLP Pioneer Roofing Richard Teerlink Leslie M. Muma Dr. Linda Salchenberger Troy Mitchell Marquette University College of Busi- Todd Teske Pamela S. Muma Town Bank ness Briggs & Stratton Corporation Dane County District Chair Richard R. Pieper Brad Schlossmann Joseph A. Tucker William Nasgovitz Barbara A. Stein Schlossmann’s Auto Group Victory Personnel Heartland Advisors, Inc. James B. Wigdale 4 │Annual Review 2015-2016 STATEMENT OF OPERATIONS Junior Achievement programs teach is obtained. Most of our revenue is from young people work readiness, the private sector: through corporations, entrepreneurship and financial literacy. individuals and foundations. The Expenses Working within these same principles, JA Chart illustrates that for every dollar maintains fiscal responsibility in all that raised, more than 85 cents is allocated to we do. As we uphold the integrity of our JA programming and the students we organization in this way, we model this serve. (According to the National Charities behavior for our young people and honor Information Bureau, JA exceeds their the expectations of our donors. philanthropy minimum guideline by 25%.) To ensure we remain on target, we We remain committed to diligently compare program implementation and managing our resources and to our outcomes against our financial bottom philanthropic community in fulfilling each line on an annual basis. donor’s intent. Please know that an audited financial is available upon request. The Revenue Chart shows the means through which our organizational revenue VISION Junior Achievement will prepare young people to successfully navigate their economic future. Through learning experiences that simulate future success and support career discovery, JA programs provide students with the financial literacy, entrepreneurship and work-readiness skills that they will need to become responsible citizens and succeed in a global economy. JA PURPOSE Junior Achievement’s purpose is to inspire and prepare young people to succeed in a global economy. 5 │Annual Review 2015-2016 Junior Achievement has 12 districts including the headquarters in Milwaukee. Each district sets its own budget, operates autonomously, is staffed locally and is guided by a local Board of Directors. This blend of local control and state support has allowed Junior Achievement of Wisconsin to successfully reach thousands of students annually. *Distinct count of total schools, teachers and volunteers for the state may be less than sub-total of individual district totals. Some constituents overlap involvement in multiple areas. Brown County District Northcentral District 13,240 Students 11,100 Students 89 Schools 57 Schools 679 Classes 562 Classes Coulee Region District Northwest District 3,886 Studnts 16,631 Students 35 Schools 101 Schools 200 Classes 943 Classes Dane County District Portage & Wood Counties District 9,561 Students 2,904 Students Winnebago Region District 78 Schools 36 Schools 20,993 Students 440 Classes 146 Classes 141 Schools 1,014 Classes East Central District Racine & Kenosha Counties District 7,488 Students 5,811 Students Wolf River Region District 60 Schools 50 Schools 2,583 Students 360 Classes 268 Classes 12 Schools 142 Classes Metro Milwaukee District Rock County District 67,873 Students 3,111 Students 445 Schools 21 Schools 3,457 Classes 140 Classes 6 │Annual Review 2015-2016 Students Served Statewide JA Capstone Success with 2016 Young Entrepreneur of the Year Thanks to dedicated teachers, volunteers and District Wide Partnerships In partnership

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