Dear Friends,

Thanks to your investment, more than 163,000 JA students are managing their finances, honing their job skills, developing an entrepreneurial mindset, and launching small-business ventures. Through our commitment to youth employment and entrepreneurship, millions of young people have secured better lives for themselves, their families, and their communities.

It’s an exciting time as we transform Junior Achievement for the future. We are investing in strengthening our programs focused on youth entrepreneurship and career and college readiness to build our region’s talent and cultivate the entrepreneurial spirit that sits in this young generation. The 2016-2017 school year resulted in some powerful outcomes, including:

• Nearly 10,000 volunteer mentors delivered our hands-on, blended-learning programs focused on JA’s three pillars: financial literacy, work readiness, and entrepreneurship. • 61 student-run companies were launched through the JA Company Program • For the second year, we proudly sponsored the Youth Division of MN Cup. Of the 65 participants, 36% were female-led teams; 50% were minority-led teams • 37 businesses introduced students to careers in their companies through JA Job Shadow. • 17,000 students went to work running our economic simulation lab, deepening their understanding of jobs, careers and free market principles.

To help further build our region’s talent for the future, we are building a new learning facility that will house three simulation labs (versus our current single lab). The new learning center will enable us to double the number of students served by JA BizTown and JA Finance Park from 17,000 to 34,000 annually. We will also create a JA Innovation Incubator for high school students to cultivate innovation and entrepreneurship. Our new location on University Avenue in St. Paul (opening Fall 2018) will make it possible for students, families and schools to use public transportation to utilize the learning center.

When our young people succeed, everyone benefits. Families that know how to save, invest, and avoid debt are more able to invest in their neighborhoods. Communities are more stable and prosperous when young people are job creators and reliable employees. Employers benefit from a skilled and confident workforce that thinks like entrepreneurs. Teachers with access to a proven business curriculum have more to offer students. Volunteers report life-changing experiences when mentoring JA students. And JA alumni are more employable, create more businesses, see longer and better business results, and earn higher salaries than non-JA students.

More than ten million young people across the globe have bigger dreams and brighter futures because of Junior Achievement. Thank you for making that possible!

Gina Blayney Pete Godich President & CEO Board Chair, Junior Achievement of the Upper Midwest Junior Achievement of the Upper Midwest Senior Vice President, Fulfillment,

1 Our Promise

Junior Achievement is one of the world’s largest nonprofits dedicated to addressing fundamental social and economic challenges of young people by educating and empowering them to transform their future and own their economic success.

Through the delivery of cutting-edge, experiential education in financial literacy, career and college readiness, and entrepreneurship, JA enriches the ability of today’s youth to both engage in their own economic development and contribute to the strength of their families, communities and economies.

At Junior Achievement of the Upper Midwest, our vision is to give the next generation hope for the future. We connect our region’s young people with volunteer role models who guide them through relevant, hands-on learning experiences. We equip them with the skills needed to navigate success in an increasingly complex economy, like how to manage money, how to prepare for a career, and how to open and run a business.

Together, we can help prepare the next generation to succeed. See back cover to learn how you can get involved, or visit jaum.org/support-ja.

92% 84% 67% 96% of alumni of alumni of alumni of alumni agreed JA connected what realized the reported confidence in positively affected they learned in the importance of working effectively in a their future.1 classroom to real life.1 staying in school.1 team environment.1

1 Junior Achievement Alumni Retrospective Survey, 2010.

2 Mission Report 2016-2017 | jaum.org Our Impact

HOURS OF JA CURRICULUM EDUCATIONAL PARTNERS 1,204,656 5,809

PROGRAM VOLUNTEERS SCHOOLS 9,923 726

Our Students

TOTAL UNDERSERVED CHILDREN OF STUDENTS STUDENTS* COLOR 163,108 63,188 46,386

*Students attending schools with more than 40% free and reduced lunch.

3 Junior Achievement’s Sequential Model

4 Mission Report 2016-2017 | jaum.org KINDERGARTEN 1st GRADE 2nd GRADE JA Ourselves JA Our Families JA Our Community

5th GRADE 4th GRADE 3rd GRADE JA Our Nation JA Our Region JA Our City

UPPER ELEMENTARY JA More Than Money

LEARNING LAB 4th / 5th / 6th GRADES JA BizTown

6th / 7th / 8th LEARNING LAB GRADES th th 7 / 8 JA Global Marketplace GRADES JA Economics for Success JA It’s My Business JA Finance Park JA It’s My Future

9th - 12th GRADES CAPSTONE th th JA Career Success 9 - 12 GRADES POST- JA Exploring Economics JA Finance Park SECONDARY JA Personal Finance JA Titan EDUCATION JA Economics JA Job Shadow JA Be Entrepreneurial JA Company Program

5 Programs & Experiences

JA programs help prepare young people for the real world by showing them how to earn and manage money, how to create jobs which strengthen our community, and how to apply entrepreneurial thinking to the workplace.

Our programs correlate to the K-12 Academic and Common Core Standards in , North Dakota and Wisconsin.

K-12 Classroom Programs Our volunteer-delivered K-12 programs foster financial literacy, career and college readiness, and entrepreneurship using experiential learning to inspire students to take control of their economic success and understand the value of staying in school.

JA BizTown Upper elementary and middle school students learn how to be responsible citizens, workers, consumers and business leaders at JA BizTown, an interactive, free market simulation lab.

JA Finance Park Middle and high school students learn about personal money management by simulating (on-site or virtual) the financial decisions and challenges they will experience in their adult lives.

JA Titan High school students learn how to operate a virtual company through JA Titan’s online simulation.

JA Job Shadow JA Job Shadow prepares high school students to be entrepreneurial thinkers in their approach to a career by equipping them with the skills needed to succeed in demanding and ever- changing workplaces.

6 Mission Report 2016-2017 | jaum.org JA Company Program JA Company Program unlocks the innate ability in high school students to fill a need or solve a problem in their community by launching a business venture and unleashing their entrepreneurial spirit.

JA Innovation Incubator* High school students develop their entrepreneurial interests utilizing technology to foster innovation and grow the vision for their own company.

Student Competitions High school students demonstrate their business acumen and spirit of entrepreneurship as they compete against other students on a local, regional and national level.

JA Summer Camps Students in grades 4-8 participate in an immersive, four-day educational experience while learning about STEM careers and entrepreneurship.

Visit jaum.org/programs for a complete description of JA programs.

*Opening Fall 2018

7 JA BizTown

This experiential program brings learning to life as upper elementary and middle grade students run a simulated free market economy in our JA BizTown learning lab. Educators utilize JA curriculum to prepare students for the one-day simulation through a series of classroom lessons. By working in one of 18 different JA BizTown enterprises, students learn how to be responsible business leaders, consumers, workers and citizens. They also deepen their understanding of various career pathways and the powerful role education plays in their future.

JA Finance Park

JA Finance Park teaches middle and high school students about personal finance and career exploration. Classroom instruction culminates in a day-long simulation in JA’s experiential learning lab. Students are randomly assigned family and income scenarios, calculate net monthly income, and make life decisions on housing, transportation, phone/data plans, healthcare and other expenses. Saving, paying for post-secondary education and managing an investment portfolio are also important learning objectives. Through this experience, students understand the cost of “life” and the correlation of earning power to education.

JA Innovation Incubator*

The JA Innovation Incubator will encourage high school students to cultivate their entrepreneurial interests and develop relationships, talents and skills to build self-confidence. This learning lab will be the first Junior Achievement high school business incubator of its kind that utilizes technology to innovate and incubate companies. This facility will be designed for students of all backgrounds, including young people seeking after-school programs.

*Opening Fall 2018

8 Mission Report 2016-2017 | jaum.org Maximizing Space; Maximizing Potential. Let’s Build.

We’ve reached a critical juncture. Our current Maplewood facility serves 20% more students than the building was designed to accommodate. Despite this overcapacity, we are still turning away educators and students who need and want to integrate JA’s experiential programs and simulations into their 4th through 12th grade curriculum.

The Let’s Build campaign will enable us to double the number of students served by JA BizTown and JA Finance Park from 17,000 to 34,000. The campaign will also grow our Junior Achievement Foundation of the Upper Midwest, providing us with funding to meet new demands for program expansion, operating needs, technology upgrades and the ability to continue providing our programs to local schools at little or no cost. Shop sponsorships will introduce students to careers in Minnesota’s six career fields with the revenue supporting ongoing operations.

We have purchased a property at 1745 University Ave W, centrally located in the Midway neighborhood of St. Paul, which is being redesigned and refurbished to meet our specific needs and is easily accessible via mass transit.

To learn more about the Let’s Build campaign, or to make a financial gift, visit letsbuild.jaum.org.

James R. and Patricia Hemak Experiential Learning Center, opening Fall 2018.

9 Money Talks. We’ll Start the Conversation. Let’s Build Financial Literacy

Today’s youth face the challenge of preparing to compete in an increasingly complex global economy and they need our help. According to a JA survey, 48% of teens say they’re not sure how to manage a credit card; 36% are unsure how to invest effectively, and 25% are not confident in maintaining a budget.

JA programs equip students with the planning, goal-setting, and decision-making skills that will help them make wise financial choices and protect them from the unexpected financial pitfalls that plague so many adults.

6 OUT OF 7 STUDENTS who initially didn’t think it was important to manage their money changed their minds in a favorable direction after participating in JA Finance Park.*

Driving Success for Their Near, and Distant, Futures. Let’s Build Career & College Readiness

In a rapidly evolving and increasingly complex economy, too many of today’s young people lack fundamental 21st century skills needed to thrive in the “real world.” A recent survey reveals that 40% of college seniors fail to graduate with the soft skills needed in today’s workplace. Without a strong workforce, we cannot maintain a competitive edge in our global economy.

90% of students reported that JA programs equip students with these critical skills – like the things they learned in JA leadership, team work, perseverance, and innovative thinking – Job Shadow will help them get through experiential programs that open a window to the real world. a good job.1

*JA USA-KPMG Foundation Sponsored Curriculam Evaluation: JA Finance Park Report, January 2016 1JA USA JA Job Shadow Spring 2014 Summative Assessment.

JA JA JA OUR JA JA OUR JA OUR JA MORE JA JA GLOBAL OURSELVES OUR FAMILIES COMMUNITY OUR CITY REGION NATION THAN MONEY BIZTOWN MARKETPLACE

K 1st 2nd 3rd 4th 5th UPPER 4th-6th 6th-8th ELEMENTARY

FINANCIAL LITERACY

CAREER & COLLEGE READINESS

ENTREPRENEURSHIP

10 Mission Report 2016-2017 | jaum.org Money Talks. We’ll Start the Conversation. Cultivating Minnesota’s Visionaries. Let’s Build Financial Literacy Let’s Build Entrepreneurship

Junior Achievement promotes youth entrepreneurship and its opportunities by educating and inspiring young people to embrace innovative thinking and build 21st century skills. Our goal is to develop a more competitive workforce that combines the hard skills of academic learning, the soft skills of workplace knowledge, and the innovation found in entrepreneurial endeavors.

JA Company Program inspired the creation of 61 student-run companies.

The Youth Division of the MN Cup attracted 65 applicants from entrepreneurs 18 years and younger. 36% of these participants were female-led teams and 50% were minority-led teams.

JA ECONOMICS JA IT’S MY JA IT’S MY JA JA CAREER JA EXPLORING JA PERSONAL JA JA BE JA JA JA COMPANY FOR SUCCESS BUSINESS FUTURE FINANCE PARK SUCCESS ECONOMICS FINANCE ECONOMICS ENTREPRENEURIAL TITAN JOB SHADOW PROGRAM

6th-8th 6th-8th 6th-8th 7th-12th 9th-12th 9th-12th 9th-12th 9th-12th 9th-12th 9th-12th 9th-12th 9th-12th

11 Inspiring Today’s Youth to Innovate

For 16-year-old Ian Lim of Maple Grove Senior High School, excelling in Junior Achievement simply took the same kind of focused dedication he brings to basketball practice, where he spends up to four hours a day lifting weights, mentoring kids in a local basketball camp and working hard to improve his game.

Lim applied that same diligence to forming his Junior Achievement company, Crimson Café, dedicating long hours to the business. As a result, he was named 2017 Minnesota Otto Bremer Student Entrepreneur of the Year and his team also took first-place in the Minnesota JAUM Company of the Year Competition.

Lim received a $1,000 post-secondary scholarship as part of the winning team, and also received a second individual $1,000 scholarship from the Otto Bremer Trust.

Lim and his teammates created Crimson Café to sell coffee drinks to students at the high school, using a concession stand that was usually operated only during sports events.

“We started having meetings to come up with an idea for the company, and we settled on coffee,” says Lim, who will be a junior this fall. “We did some beta testing, surveys and market research and we thought this was the most viable idea. It took a while to go from an idea to an actual business, but I finally took the initiative and just started it.”

Story continues at: www.jaum.org/ian-lim

Students from Maple Grove High School, who created the company Crimson Café, placed third at the 2017 Junior Achievement USA Company of the Year Competition in Washington, D.C. The competition recognizes business skills, ingenuity and innovation of JA Company Program students. The teen entrepreneurs competed against 14 other student companies representing JA offices across the country.

2017 JA USA Company of the Year Competition 3rd Place Maple Grove High School From left to right: Ian Lim, Sam Byum and Akhil Gupta

12 Mission Report 2016-2017 | jaum.org Let’s Build Future Leaders

Jenny Bazile, 18, recently graduated from Sheyenne High School in West Fargo, N.D., where she was a cheerleader, on the soccer team, and played the flute. She also competed in the 2017 JAUM Company of the Year Competition with her company, JACE, where she was named the 2017 North Dakota Otto Bremer Student Entrepreneur of the Year.

In recognition, Bazile received a $1,000 post-secondary scholarship from the Otto Bremer Trust.

JACE, which took its name from the first letter of each of the four team members’ names, took first- place in the North Dakota JAUM Company of the Year Competition. The company designed and sold long and short-sleeve t-shirts with an eagle on each, representing “America as a nation,” Bazile says.

Before starting the company, Bazile first was introduced to Junior Achievement through a different program.

“My first interaction with JA was actually during my junior year,” Bazile says. “We were doing a virtual business with JA Titan [a computer-based business simulation game]. At first, I didn’t think it would really be my forté and I just thought it was a game, but as I started playing it, it was interesting and really fun. It became competitive, and since I’m a competitive person, it became, ‘I want to win this!’”

Story continues at: www.jaum.org/jenny-bazile

DID YOU HAVE JA AS A STUDENT? Students from high schools across Minnesota IF SO, WE WANT TO and North Dakota participated in the 2017 HEAR FROM YOU. JA Titan Regional Competition. Twenty-three teams demonstrated their knowledge of CONTACT US AT: business in this interactive business simulation. WWW.JAUM.ORG/ALUMNI Congratulations to the winning team from South High School in . 2017 JA Titan Business Challenge Winners South High School, Minneapolis From left to right: Jacob Zhang, Jalan Jones, Menna Bassiony, Anna Bichon, and teacher Richard Nohel

13 Connecting Young People to Business Mentors. Let’s Build School Partnerships

Connecting young people to business and our local economy is a cornerstone of the JA experience. Through the JA School Partnership Program, participating companies provide the funding and volunteers necessary to support JA at a local school.

groups at Urban Academy, and they say the funny, sweet notes from the kids are just one reason they continue to volunteer for Junior Achievement again and again.

Securian has long been a strong supporter of both Junior Achievement and Urban Academy. The partnership between the school and the company got its start because Urban Academy was formerly located just a block or so away from Securian’s Emma Thomas & David Sauer headquarters. That proximity led leaders from Securian both organizations to create a “reading buddy” program, wherein employees from Securian walked Impact on Volunteers over to the school and spent an hour or more each When Emma Thomas and David Sauer talk about week reading and being with the kids. (Today that their Junior Achievement volunteer experience, the mentoring program continues, even after Urban first thing they do is share a thick pile of heartfelt, Academy relocated to a different campus much scribbled ‘thank you’ notes from former Junior farther from downtown. More than 80 kids are Achievement students—many embellished with bused to Securian headquarters each Tuesday, fanciful stick-figure art. where they take over a portion of the plaza so that employees can continue to read with and mentor “And I’m often drawn in a full evening gown, which the children.) I promise you I do not wear when teaching second-

graders,” Thomas says with a chuckle. From that simple start, the relationship between Securian and Urban Academy has continued to The sheets are all notes of appreciation from various deepen and expand. It now encompasses a number second- and third-graders who attend Urban of Securian volunteers teaching a variety of Junior Academy Charter School in St. Paul, each of whom Achievement classes within Urban Academy. has been in a Junior Achievement program taught Each year the company fields up to 100 different by Thomas and Sauer. The school serves more than volunteers who support Junior Achievement, 320 kids in grades K-6, largely recent immigrants including JA BizTown in Maplewood, as well as and students of color. various other programs at the school.

Both Thomas and Sauer are employed by Securian, Story continues at: a financial services group with headquarters in St. www.jaum.org/Securian Paul, and 6,400 associates nationwide. The two have volunteered multiple times in recent years to teach day-long Junior Achievement classes to

14 Mission Report 2016-2017 | jaum.org Thank You to the Following Companies for Adopting Local Schools:

Andersen Corporation Prudential Financial • Andersen Elementary School • Oak View Elementary School • Lily Lake Elementary School • Como Park High School • Oak Park Elementary School PwC BevSource • Anne Sullivan Communication • Edgerton Elementary School Center Dr. Mongsher Ly • Harvest Prep Charter School Urban Academy BMO Harris Bank • HOPE Community Academy • Urban Academy Charter School Impact on Schools Capital One Financial On a muggy July morning at Urban • Madison Elementary School Synchrony Financial • Hazel Park Preparatory Academy Charter School in St. Paul, Minn., Academy whoops and yips come from a collection • Andersen United School of summer school kids clambering over • Harvest Network - Best Taylor Companies Academy • Monroe Elementary School playground equipment on the lawn. • Hoover Elementary School CliftonLarsonAllen LLP • Farnsworth Aerospace Pre K-4 TCF Bank Dr. Mongsher Ly, superintendent and co- School • Whittier International founder of the school, sits in his office as • Mann Elementary School Elementary School the laughter outside continues. He says • Sanford Middle School Tennant Company Junior Achievement has benefitted kids just Deloitte • Neill Elementary School like those playing a few feet away since his • Harambee Elementary School Thomson Reuters school opened its doors in 2003. • Northrop Urban Environmental • Mendota Elementary School Learning Center • Pilot Knob STEM Magnet School Today, the role JA plays at Urban Academy Deluxe Corporation • Garlough Environmental Magnet has become even stronger with the help • Island Lake Elementary School School of volunteers and financial support from , Inc. Financial Securian, a financial services group located • New Millennium Academy • Barton Open School • Oak Grove Elementary School in downtown St. Paul. Travelers Federated Insurance • Lincoln Center Elementary Ly says that JA and the dedicated Company School • Lincoln Elementary School volunteers from Securian who support the TruStone Financial • McKinley Elementary School • Birchview Elementary School program have helped introduce his at-risk • Washington Elementary School students to ideas about financial literacy, U.S. Bank FedEx World Service Center entrepreneurship and business that they • Hope Academy • St. Paul Music Academy • Mississippi Creative Arts Magnet might not otherwise receive. School • Nellie Stone Johnson • Noble Academy The charter school predominantly serves a Community School • School of Engineering and Arts population of 320 kids in grades K-6 who • Wyoming Elementary School are new immigrants and students of color, a KPMG, LLP group that may not traditionally understand • New Millennium Academy how business impacts their lives. Marsh & McLennan Companies Story continues at: • Andersen United School www.jaum.org/urban-academy MoneyGram International • Peter Hobart Primary Center

15 Promoting Volunteerism. Let’s Build Employee Engagement

Here’s what employees say about their JA volunteer experience:

99% agreed the 98% felt that JA 98% felt they made a teacher was programs helped difference in the lives supportive during prepare students for of young people the activities the “real world”

97% would 95% agreed that recommend students were 94% said they would volunteering for engaged in the volunteer with JA again JA to a friend or program colleague

Employees identified personal skill development after volunteering with JA:

26% 28% 46% 54% 84% Team Knowledge of Leadership Time Public management economics management speaking

97% of JA volunteers “ It is great to see the smiles on the gained more respect for kids’ faces. They are excited to be their employer because learning while still having fun. JA of its involvement with provides a very rewarding volunteer Junior Achievement experience.” -JA Volunteer

SOURCE: Junior Achievement of the Upper Midwest, Volunteer Survey Results, 2016-2017.

16 Mission Report 2016-2017 | jaum.org Partnering to Promote Morale. Let’s Build Employee Engagement

2,520 504 $787,000 BOWLERS PIZZAS RAISED PARTICIPATED EATEN

504,000 5,040 30,000 PINS SHOES STUDENTS KNOCKED DOWN DISINFECTED IMPACTED

Presenting Silver Sponsors Sponsors

JA TRIVIA JA CORPORATE JA TITAN CHAMPION CHALLENGE CHAMPION CHAMPION

Corporate teams engaged in some friendly competition while putting the fun in fundraiser.

30 43 235 COMPANIES TEAMS PARTICIPANTS COMPETING

Presenting Challenge Sponsors Sponsors

453 PARTICIPANTS

Participants ran, jogged and walked for physical and fi nancial fi tness to Presenting benefi t JA. Sponsor 17 JAUM Business Hall of Fame

Established in 2005, the JAUM Business Hall of Fame honors leaders from our region’s business community and shares their stories with the students we serve as examples of success. Laureates are selected for their entrepreneurial achievements and community mindedness.

Learn more about these exceptional business leaders and entrepreneurs. Visit jaum.org/business-hall-of-fame

2017 LAUREATES

Ray Barton Chris Policinski Penny Wheeler, M.D. Rodney A. Young Chairman of the Board President & CEO President & CEO CEO & President Great Clips, Inc. Land O’Lakes, Inc. Allina Health Delta Dental of Minnesota

Past Laureates 2005 2008 2011 2014 Elmer Andersen Otto Bremer Al Annexstad William A. Cooper Governor of MN, ECM Publishers Otto Bremer Foundation & Federated Insurance TCF Financial Corporation Jim Campbell Bremer Bank Lynn Casey Frank Donaldson, Jr. Wells Fargo Bank Minnesota Marylin Nelson Padilla Speer Beardsley Donaldson Company, Inc. L.D. (Desi) DeSimone Carlson Companies Richard Davis Mike Fiterman Stephen W. Sanger U.S. Bancorp Liberty Diversifi ed International, Inc. Luella G. Goldberg General Mills, Inc. Randall Hogan Richard M. Schulze Corporate Director & Civic Leader Hugh Schilling Pentair, Inc. Reatha Clark King Horton Holding, Inc. Jim Humphrey Andy Wells General Mills Foundation, Warren Staley Wells Technology Metropolitan State University Cargill M.A. Mortenson, Jr. Carl Pohlad M.A. Mortenson Company 2015 Marquette Financial Companies, 2009 Douglas M. Baker, Jr. Minnesota Twins Esperanza Guerrero-Anderson 2012 Paul A. Schilling Milestone Growth Fund Dave Anderson Judith S. Corson Waldorf Paper Products Bob Ulrich Famous Dave’s Custom Research, Inc. Bill Austin Ronald Offutt 2006 Tom Moe Starkey Hearing Technologies R.D. Offutt Company; Brad Anderson Dorsey & Whitney LLP Pinky McNamara RDO Equipment Co. Best Buy Co., Inc. Duane Benson Activar Gregory R. Page W. Harry Davis, Sr. MN Early Learning Foundation Steve Rothschild Cargill Civil Rights Activist, George Twin Cities RISE! Prince & Sandra Wallace Businessman Hormel Foods Bob Senkler Independent Packing Services, Inc. Bill George Securian Financial Group Medtronic, Inc. 2010 Glen Taylor 2016 James J. Hill Mary Brainerd Richard Copeland Great Northern Railway HealthPartners THOR Construction, Inc. Ebba C. Hoffman Gene Frey 2013 Elise Hernandez Smead Manufacturing, Inc. Waldorf Paper Products Mark Davis Ideal System Solutions Dick McFarland Bruce Nicholson Davisco Foods International Bill Popp RBC Dain Rauscher Thrivent Financial for Lutherans Ken Melrose POPP Communications Gene Sit The Company Inge Thulin 2007 Sit Investment Associates Ken Powell 3M Stanley S. Hubbard Bill Sweasy General Mills Scott Wine Hubbard Broadcasting Red Wing Shoe Company Tom Rosen Polaris Industries, Inc. Irwin L. Jacobs Rosen’s Diversifi ed Genmar Holdings, Inc. Jim Ryan Dave Koch Ryan Companies Graco Bill Marvin Marvin Windows and Doors Dale R. Olseth Surmodics Thank You to Our 2017 Sponsors Mike Wright SUPERVALU Presenting Sponsors

General Reception Sponsor Laureate Reception Sponsor Video Sponsors

18 Mission Report 2016-2017 | jaum.org 2016-2017 Financials*

REVENUE ($ in millions) Operating Revenue Corporations 1.7M Individuals .5M Foundations .9M Events 1.0M PROGRAM 13% Program Fees & Other .4M TOTAL EQUALS Total Operating Revenue $4.5M 75% Campaign Revenue $4.4M 8% Foundation Revenue $0.2M Total Revenue $9.1M 61% 4% OPERATING EXPENSES Personnel 2.6M 14% Program .9M Operations and Misc. .6M Facilities .2M FUNCTIONALIZED OPERATING EXPENSES Depreciation .1M Total Operating Expenses $4.1M Program 75% In-School Delivery Model 61% Campaign Expenses $0.6M Learning Facility 14% Foundation Expenses $0.5M Total Expenses $5.5M Development 13%

BALANCE SHEET* Management & General 8% ASSETS Volunteer Recruitment 4% Cash & Escrows 4.0M Investments 1.1M Pledge Receivables 5.5M Prepaid & Other Assets .2M Property & Equipment, Net 1.9M Total Assets $12.7M

LIABILITIES $.5M

NET ASSETS Unrestricted 4.8M Temporarily Restricted 6.8M

* Consolidated financial information for JAUM operations and JAUM Foundation – Permanently Restricted 0.6M unaudited and non-GAAP. A responsible operating surplus allows us to self-fund our cash flow needs and build a solid financial foundation for continued program growth. Total Net Assets $12.2M Audited, GAAP financial statements with footnotes will be posted on our website, www.jaum.org, in October 2017 following the completion of our annual external Total Liabilities & Net Assets $12.7M financial audit.

19 Let’s Build. Campaign Gifts

Founder ($4,000,000+) Janet and Shawn Johanson Bronze Level ($1,000 - $4,999) James R. and Patricia Hemak* U.S. Bancorp Elizabeth Abbott Pam and Joe Axberg Chairman ($1,000,000 - $3,999,999) Platinum Level ($25,000 - $49,999) Paul Badger Anonymous F.R. Bigelow Foundation Heidi Christopherson WEM Foundation Gina and Jim Blayney* Rose Chu Bremer Bank Kurt and Louise Fasen Benefactor ($500,000 - $999,999) Ron Cody* Tim Grafe Hugh Schilling* Frank Evans# Jeff and Deanna Kerr Ed Kadletz and Cathy Casey David Hakensen President’s Level ($300,000 - $499,999) Eric and Elizabeth Laughlin Bruce and Sarah Hanson Great Clips+ M.A. Mortenson Company+ Jason Howards* Jim and Tamarra Giertz Tony and Jill Szczepaniak Jan and Gene Kruchoski Stefanie Lenway Century Circle ($100,000 - $299,999) Gold Level ($10,000 - $24,999) Joy Linsday James and Carmen Campbell* Mark and Mary Davis Lane and Molly Mansell Cargill+ Financial Services Roundtable Phil Miller Federated Insurance+ Terry and David Gilberstadt Patrick Pazderka Hubbard Broadcasting Foundation Pete and Martie Godich Brian and Emily Peterson Barbara “Babs” Koch* Rob Goggins Troy Rossow Paul and Michelle Koch* Craig and Kimberly Gordon Terri Soutor Richard and Joyce McFarland* Tom and Terry Montminy Ryan and Maureen Thomas Ken Melrose Dan and Carol Mulheran* UnitedHealth Group Polaris+ Simpson Family Foundation Michael Roos and Cindy Goplen Securian Silver Level ($5,000 - $9,999) *Includes gifts made to the JA Foundation Wells Fargo Robin and Larry Galloway Scott and Jill Wine John and Joyce Hajostek + Includes shop sponsorship in experiential Paul and Renee Johnson learning lab Diamond Level ($50,000 - $99,999) Mike and Nancy Keller Barrie D’Rozario DiLorenzo Korwin and Marilyn Lockie #In honor of James R. Hemak Michael and Ann Duffy Scott Stein Patrick and Susan Kenny Stevens Fund#

Let’s Build. Individual Gifts

Ambassador Circle Michael and Nancy Keller Julie Loughrey Jeff Vrieze ($100,000 - $249,999) Brian Knudson Gold Circle Patrick Lynch Prince and Sandra Wallace Anonymous Paul and Michelle Koch ($1,000 - $2,499) Timothy Malecha Sheryl Wallace WEM Foundation John and Sallie March Pam and Joe Axberg Lane Mansell Paul Williams Kendrick B. Melrose Donor Mindy Bakke Anne McDonald Scott Woker President Circle Advised Fund of the Mpls Brendan Bannigan and John McMahon Jeff Wright ($25,000 - $49,999) Foundation Kathleen Just-Bannigan Patrick Meyer Mark and Mary Davis Thomas and Terry Montminy Molly Berg John and Leanne Miller Silver Circle Edward and Peggy McIntyre Marna and Erick Ricker Hugh Bonner Tamie Minami ($500 - $999) Hugh K. Schilling Margaret Rivers Fund Nate Bornstein Tammy Moon Matthew Adam Tom Rosen Toby Broberg Kevin Newman Jeff Amundson Entrepreneur Circle Stephen and Karen Sanger Dale and Heidi Buytaert Ivan Nunez Dick Anderson ($10,000 - $24,999) Warren and Mary Lynn Staley Denise Byers Patrick and Christina Pazderka Tim Ball Douglas and Julie Baker Edward and Amy Cavello Charles Pechmann Tim Beers Gina and Jim Blayney Platinum Circle Sandy and Douglas R. Coleman, Jr. Patrick and Katherine Persons Douglas and Jill Benner James and Carmen Campbell ($2,500 - $4,999) Judith and Richard Corson Rebecca Pfeifer Duane and Melissa Benson Family Foundation Beth and Jim Abbott Mark Eich Bill and Teri Popp Kelly Birkenholz Michael and Linda Fiterman Tina and Joe Burbach Karen Erickson Kendall and Wendy Powell Korey Boelter James and Tamarra Giertz Heidi and Chris Christopherson Gerald Felicelli James Quinn Brad Boettcher James R. and Patricia Hemak Kevin and Cathy DiLorenzo Jeff and Marty Fetters David J. and Martha Rader Merrie Bogdanovich Thomas and Kim Holman Joseph C. & Lillian A. Duke Jan Fitzer Lisa Raugust Tracy and Eric Botten Dick and Joyce H. McFarland Foundation John Frisk Sheryl Rogers Amy Brachio Family Fund of the Minneapolis Katrina Falk David Fry Kamas Rooney Robert Braico Foundation Kurt and Louise Fasen Tami Gay Thomas Roos Mary Bredeck Anne and Thomas Mootz Michelle Fliehe Michael and Meredith Gordon Troy and Susan Rossow Mary Brenno Gregory and Cynthia Page Robin and Larry Galloway Timothy Grafe Dudley Ryan Kelly Bretz and Daniel Rydel Michael Roos and Cindy Goplen Christine and Richard Gibson John Grieman Jim and Colleen Ryan Family Nicole Briggs Pete and Martie Godich Gianne Hagen Fund of the Minneapolis Matthew Brozik Diamond Circle E. W. Hallett Charitable Trust Tom Heneke Foundation Sophia Campbell-Smith ($5,000 - $9,999) Paul and Renee Johnson Jamie Hofberger J Scott Scheel Reatha Clark King Sal and Kristine Abbate Jeffrey and Deanna Kerr John and Joyce Hajostek Robert Schile Christopher Clysdale Fred C. & Katherine B. Andersen Stefanie Lenway Janet and Shawn Johanson Leah Schmidt Ann and Rudolph Coleman Foundation Korwin and Marilyn Lockie Jones Page Jacobson Family David Schuh Richard Copeland L & N Andreas Foundation Charles Marohn, Jr. Foundation Ann and Reid Shaw Matt Cotton The Dotson Family Fund of the Mortenson Family Foundation Margaret H. and James E. Kelley Susan Sisk Donald and Sandy Craighead Mankato Area Foundation Michael and Renee Nelson Foundation, Inc. Marcel Smits Scott Dahlager Mike and Ann Duffy Brian and Emily Peterson Melissa Kittelson Alex Stern Family Foundation Megan Daley Kent Engler Barbara Renner Jan and Gene Kruchoski Sara Stewart Maryann D’Angelo Robert and Katie Goggins Scott and Erica Stein Leonette M. and Fred T. Lanners Raymond Sullivan Ryan Davis Ronald and Julie Hafner Tony and Jill Szczepaniak Foundation Kallie Tapie Bruce DePauw Stanley and Karen Hubbard J. A. Wedum Foundation Jean and Laurence LeJeune Terhuly Foundation Reece Devlin Edward Kadletz and Cathy Casey Joy Linsday Ryan Thomas John Distefano Craig and Kimberly Gordon Jeff Loch Robin and Steve Turner Cynthia Doe

20 Mission Report 2016-2017 | jaum.org Let’s Build. Individual Gifts Continued

Hank Donatell and Amy Fischer Matt Hynes Philip Miller Michael Schmitt Angela Dosedel Mark Janning Todd Miller Casey Schoen Mindy Dragisich Melissa Jewett Debra Moen Lee Schram Lydia Drexler Michael Jonczyk Michael Mootz Neil Schroeder Charles and Kari Ehlers Michael Juni Brandon Neeb Chip and Stephanie Amy Eklund Jenny Jurek Andrea and Lyndon Nelson Schwarzentraub Josh Enger Gerald Kaiser Josh Ness Judith and James Sloan Janet and David Estep Charlie Kelley Huyen Vy Nguyen Jen Smart Nancy Fitzgerald Patricia Kerner Steve Noble James Smith Chelsie Forys Robert Kierlin Sandy Nolting Kathleen Smith Eugene and Mary Frey Sridhar Koneru David and Sheryll Norback Terri Lynn and David Soutor Chris Futrell Kurtis Krentz Jessica Noren Jaci and Daniel Sprague David Gale Christina Kreutter Jon and Alissa Nudi Stephen Stenbeck Chris Garcia Dan Kvasnicka Marc Olson Cynthia Sylvers Joe Gerard Jeffrey and Roxan Lang Sandi Olson John Tauer Lisa Giese Tim and Shelli Langerud Doug Opheim Alan and Barbara Tennessen Terry and David Gilberstadt Eric and Elizabeth Laughlin Michael Opperman Greg and Tama Theis Katie Glaser Christopher Laux Dan Payne Daniel Thibault Luella and Stanley Goldberg David Leingang Maureen Pechacek George and Shirley Torrey Fabian Gonzalez John and Vicky Lettmann Kent Pekel Anastasia Tripolskaya William Goodson Dane Listug-Lunde Kenneth and Mary Pfohl Trent Van Ort Andrew and Wendy Gray Matthew Lodes Gabe and Jill Pieper Tom Waldvogel Thomas Greenheck Julie Lyons Aaron Poock Sean Walker Michael Halloran Brook Mallak James Pool Mark Weinberger Bruce and Sarah Hanson Joslyn Manske William and Cynthia Potvin Ray West James Heilman Gary Marsden Kelly Ramswick Walter White Eric Henly Casey Marsh Eric Rangen and Karen Erickson Thomas Willenbring Laura and Mark Heyne Mary Lou Mathiowetz Bryon Reinhart LaChelle Williams and William Hnath Darryn McGarvey Chris and Alison Reisdorf Robert Malecha Jami Hofacker Hubert McKenzie Kim Ries Jeremy Willner James and Ann Howard Family Mark McKinnon Richard and Julie Rushton Sarah Winge Fund of the Minneapolis Charles McMurray Cecilia Saddler Adam and Melissa Worke Foundation Carol Meyer Stacy and Noah Sandler Jeremy Zwart Jon Huemoeller Loren and Sharon Meyer Todd Scearcy Kelvin Hullet Craig Meyers Mark and Meg Scharmer

Let’s Build. Tribute Gifts

In honor of In memory of

Brendan Bannigan John Bolla MaryJean Becker Sheldon and Kristie Anderson Richard and Carol Baker Judith Corson Susan Bishop Kendrick B. Melrose Kay Bolla Mary Dougherty Richard Davis LaRee Grimm Financial Services Roundtable Ann Herzog-Olson Barry Ness Ted Pfohl Daniel Ness Susy Prosapio Virginia Prior Barbara Schlaefer Scott Wine Gretchen and Greg Taylor Minnesota Business Partnership Renee Trier

Livio DeSimone Brian and Charlotte DiLorenzo Craig and Karen DiLorenzo Kevin and Cathy DiLorenzo Kirk and Mary DiLorenzo Wyn and Myrtle John Nancy and Howard Punch Ray and Judith Richelsen Troy Short

Jim Ryan Kendrick B. Melrose

Margaret “Peggy” Schilling Virginia Stockwell Dick and Joyce H. McFarland Gina and Jim Blayney Lori and Bradley Briggs Edward Brooks Donald and Sandy Craighead Litton Field William and Diane Hansen Thomas and Mary Lee John and Vicky Lettmann Eugene and Mary Frey

21 Let’s Build. Investor Gifts*

METRO H.B. Fuller Company and the H.B. DST Market Services, LLC Vistar Corporation Woodbury Peaceful Grove President’s Circle Fuller Foundation Emerge Community Foundation United Methodist Church ($200,000 and above) Infor Software Development Weivoda Financial Ltd. Otto Bremer Trust and Kohl’s Emerson WESTconsin Credit Union BISMARCK Bremer Bank Liberty Diversified International EP Rock Elementary School Workday Minnesota Shareholder’s Circle Wells Fargo and the Wells Fargo M.A. Mortenson Company Ethoca YMCA ($10,000 - $25,000) Foundation Minnesota Mathnasium Fabcon Friend’s Circle ($500 - $999) Tesoro Petroleum Century Circle Medtronic, Inc. Fair Isaac Corporation 9Round Sponsor’s Circle ($100,000 - $199,999) POPP Communications Fairview Health Services A Woman’s Design ($5,000 - $9,999) Allianz Life Insurance Company RBC and the RBC Foundation Fairway Independent Mortgage Automatic Data Processing Basin Electric Power Cooperative of North America RR Donnelley Corporation Avionte Staffing Software Bismarck Mandan Chamber of CliftonLarsonAllen LLP TCF Bank and the TCF FamilyMeans Consumer Credit Bituminous Roadways, Inc. Commerce Deluxe Corporation and the Foundation Counseling Service Blahnik Law Office, PLLC Associates Circle Deluxe Corporation Foundation Tennant Company and the FBI Minneapolis Citizens C.H. Robinson Worldwide ($1,000 - $4,999) EY Tennant Foundation Academy Alumni Association Carrier Access Inc A-1 Steam Brothers Horton Holding, Inc. TruStone Financial Fidelity Bank Corporation Aetna Richard M. Schulze Family Uponor Corporation Firefly Federal Credit Union Channel Financial Ameriprise Foundation Venture Bank First American Bank Citizens State Bank Bank of North Dakota U.S. Bank and the U.S. Bank Walser Foundation supported by First National Community Bank Computer Sciences Corporation Bismarck Aero Center Foundation Walser Automotive Group First State Bank Co-operative Plating, Inc. BNC National Bank Voya Financial and the Voya Sponsor’s Circle Fogo de Chao CPR Wealth Advisors LLC Brady, Martz & Associates Financial Foundation ($5,000 - $9,999) Fox Rothschild LLP Crown Pointe Financial Choice Financial Investor’s Circle GE Services, LLC Edgewood Vista ($75,000 - $99,999) Bridgewater Bank Graco Inc. Do Good Events Gate City Bank 3M and the 3M Foundation Briggs and Morgan Great Clips, Inc. Donatelle Plastics Inc. Montana Dakota Utilities Cargill and the Cargill Ecolab Inc. Great River Energy Drumlite LLC North Dakota Department of Foundation Edward Jones Greene Espel PLLP ECMC Transportation PwC Federal Reserve Bank Hayes Insurance Agency Fairview Ridges Open Road Honda and the Xcel Energy Federated Insurance Company HealthPartners Frontier Communications of Paradise Screen Printing Foundation The Hartford and the Hartford Hiway Federal Credit Union Minnesota, Inc. Securian Financial Group Entrepreneur’s Circle Foundation Hofslien Wealth Services, Inc. Goldman Sachs & Co University of Mary ($50,000 - $74,999) Heraeus Medical Components Hospitality House Goodin Company Wells Fargo Andersen Corporation and the Hubbard Broadcasting Hudson Rotary Club Gray Plant Mooty Law Firm Friend’s Circle ($500 - $999) Andersen Corporate Foundation Foundation Humana, Inc. Hageman Foundation of Hope Alliance Real Estate AT&T Hudson Daybreak Rotary Club Huron Consulting Group Hays Companies Bartlett & West Inc. Best Buy and the Best Buy Inver Grove Toyota and the I-94 West Chamber of HealthSource of Eden Prairie Bismarck Motor Company Foundation Toyota Foundation Commerce Hewlett Packard Enterprise Bismarck-Mandan Home Builders Delta Air Lines ManpowerGroup Instant Web Companies Houlihan-Lokey Association Donaldson Company, Inc. and Opus Foundation Integrity Staffing Solutions Houlton Parents Association Butler Machinery the Donaldson Foundation Oracle ITW Despatch Industries Hudson Prairie Elementary Edward Jones General Mills and the General Pearson VUE Klein Bank School Eide Bailly Mills Foundation Red Wing Shoe Company Inc. K-Mama Sauce Hy-Vee, Inc. Epic Marsh & McLennan Companies Restaurant Technologies Inc. Larson King, LLP IBM Exploring Leadership Solutions RSM US LLP Rosen’s Diversified Inc. LasX Industries, Inc. ICC Restoration & Cleaning Kadrmas, Lee & Jackson Securian and the Securian Sign-Zone, Inc. LJB3 Marketing Services Kelsch, Kelsch, Ruff & Kranda Foundation TD Ameritrade MBA Summer Soiree Inglis Orthodontics The Mortgage Company Synchrony Financial THOR Construction Inc. Metro State University The Ingredient House North Dakota Department of Thomson Reuters and the Tradition Capital Bank Metropolitan Airports Keller Williams Realty Commerce Thomson Reuters Foundation Verizon Commission Klar Dig Construction North Dakota Housing Finance Thrivent Financial and the Thrivent Wipfli LLP Microsoft Lakeville Police Department Agency Financial Foundation Associates Circle Mid-America Real Estate - Land O’Lakes, Inc. Professional Contractors, Inc. UnitedHealth Group ($1,000 - $4,999) Minnesota, LLC Leduc Historic Estate Scheel’s University of St. Thomas A.I.G. MindShift Technologies Lyman Lumber Company Titan Plumbing Heating & Air Inc. Partner’s Circle ABC Junior Achievement Minneapolis City of Lakes Rotary MDF Trucking ($25,000 - $49,999) Allina Hospitals & Clinics Club Minco Products, Inc. BRAINERD Accenture American Bank of the North MVP Mechanical Service Co Minnesota Department of Health Partner’s Circle BevSource API Group, Inc. New Market Bank Minnesota School of Business ($25,000 - $49,999) Cretin Derham Hall High School Ascentium Capital LLC Nielsen MOCA Systems Blandin Foundation JROTC Baker Tilly Virchow Krause, LLP Oberthur Technologies Multi-Clean, Inc Shareholder’s Circle Cummins and the Cummins Better Business Bureau of MN Omegon North Hudson Elementary ($10,000 - $24,999) Foundation & ND PepsiCo, Inc. School Ascensus KPMG, LLP Blackbaud, Inc. Pillsbury United Communities North Star Resource Group CliftonLarsonAllen LLP MoneyGram International and the Blue Cross Blue Shield of Prime Therapeutics LLC Northwestern Mutual Otto Bremer Trust MoneyGram Foundation Minnesota RBC Tile & Stone Novation Credit Union Sponsor’s Circle Pentair, Inc. and the Pentair Blue Skies Services Redpath and Company Parker Hannifin Corporation ($5,000 - $9,999) Foundation Boston Scientific Regions Hospital Brainerd Jaycees Polaris Industries Inc. Brooklyn Center Police River Crest Parent Group Riverbridge Partners, LLC Brainerd Lakes Area Community Prudential Financial and the Department Rotary Club of Prior Lake Roo Solutions, LLC Foundation Prudential Foundation bswing RSP Architects, Ltd. Rotary Club - North St. Paul/ Franklin Arts Center State Farm and the State Farm Caribou Coffee Company Saint Paul Area Chamber of Maplewood/Oakdale Mid Minnesota Federal Credit Companies Foundation CBS EcoMedia Commerce SC Johnson Union Travelers and the Travelers CCF Bank Spire Federal Credit Union Security State Bank of Marine Associates Circle Foundation Celsius Holdings Inc Sportech Inc. Shakopee Mdewakanton Sioux ($1,000 - $4,999) University of Minnesota CHS Inc. Starbucks Coffee Company (Dakota) Community Affinity Plus Federal Wings Financial Federal City & County Credit Union State of Minnesota Skol Marketing Credit Union Credit Union City of Burnsville Strategic Enhancement Suicide Awareness Voices of AJ Business Development, LLC Shareholder’s Circle City of Hastings Group Inc Education Anderson Brothers ($10,000 - $24,999) City of Prior Lake SUPERVALU INC. Sunrise Banks Construction, LLC Affinity Plus Federal Credit Union City of Savage T. Rowe Price Taymark Black Ridge Bank Associated Bank Minnesota Coborn’s Pharmacy Target Corp Tyler, The Cleaner Brainerd Lions Club Bank of America and the Bank of Community Action Total Visibility U.S. Customs and Border Brainerd Rotary Foundation America Charitable Trust Computype TouchPoint361 Protection Clow Stamping Company BMO Harris Bank Connexus Association Travel Tags Urban Roots The Cote Family Foundation Caroline’s Kids Foundation Culligan Water Conditioning Postal Service Vermillion Insurance Agency Crow Wing County United Way CenterPoint Energy Davisco Foods International Inc. UPS Freight West St. Paul Royal Family Crow Wing Power Community Deloitte Dean Foods Company Upsher-Smith Laboratories, Inc. Western Refining Trust FedEx Deutsche Bank Corporation Willow River Parent Group E. W. Hallett Charitable Trust Financial Services Roundtable Direct Benefits, Inc. Visa Woodbury Financial Services Inc. GLS Promotions

*Includes operating funding, event participation, volunteer hours, employee giving, and in-kind support.

22 Mission Report 2016-2017 | jaum.org Goldleaf Partners Rotary Club of Moorhead Lindsay Windows LLC Schwartz Farms, Inc. Associates Circle Graphic Packaging International Sanford Medical Centers Mankato Clinic Thrivent Financial ($1,000 - $4,999) Jake Brandt State Farm SERVE Foundation Mayo Clinic Avon State Bank Kaiser & Associates, PA Sinner Bros. & Bresnahan Midwest Dynamic Merchandizing OWATONNA BankVista Keller Williams Realty Starion Financial Minnesota Valley Federal Entrepreneur’s Circle Benton Telecommunications Kohl’s Swanson Health Products Credit Union ($50,000 - $74,999) Foundation LSS Financial Counseling TrueIT MinnStar Bank Federated Insurance Company Cartridge World of St. Cloud McDonald’s Ulteig Engineers North Central International Shareholder’s Circle Central MN Credit Union Meadow Enterprises Walmart Northstar Aviation ($10,000 - $25,000) Central MN Noon Optimist Club The Office Shop Wanzek Construction Ridley, Inc. Owatonna ISD 761 City of Waite Park Premier Financial Resources Western State Bank South Central College Wenger Foundation DAYTA Marketing Q-ing For Communities WEX Health SpareTime Entertainment Sponsor’s Circle eBureau R.R. Gould Foundation Friend’s Circle ($500 - $999) Stinson Leonard Street ($5,000 - $9,999) Edina Realty, Inc. The Raboin & Francis Law AgCountry Farm Credit Services TCF Bank Bosch Automotive Service EL-Jay Plumbing and Heating Firm, Ltd. BCBS/Noridian U.S. Bank Solutions Encore Capital Group Simonson Lumber Crosslake Cargill United Prairie Bank CliftonLarsonAllen LLP Eyecon Graphics, LLC TruStone Financial Cass County Electric Walmart Jostens, Inc. FaceTime Business Resources U.S. Bank Cooperative Wow! Zone Kohl’s Gannett Foundation Verizon CenturyLink Minnesota Friend’s Circle ($500 - $999) Otto Bremer Trust and Great River Federal Credit Union Wells Fargo CNH Industrial Agstar Farm Credit Services Bremer Bank Harbor Drive Hookup Friend’s Circle ($500 - $999) Dakota Supply Group BankVista U.S. Bank J. A. Wedum Foundation BMO Harris Bank Dawson Insurance Capstone Publishing Associates Circle J-Berd Companies Central Lakes College DJ Colter Agency, Inc. - Coldwell Banker Commercial ($1,000 - $4,999) Kohl’s CTC American Family Insurance Fisher Group All American Foods, Inc. Living Way Giving Church Darwins Heating & Air Essentia Health Coughlan Companies, Inc. AmesburyTruth ManpowerGroup Conditioning, LLC Haga & Associates The Dotson Family Fund of the City of Owatonna Merrill Corporation Ernie’s on Gull Lake Intelenet Global Services Mankato Area Foundation Colony Court MidCountry Bank - St. Cloud & Frandsen Financial Corporation Private Ltd. First National Bank Minnesota ConvergeOne Waite Park Gammello, Qualley, Pearson & Intelligent InSites, Inc. Janesville Area Foundation Evapco One Mortgage, LLC Mallak Lakes & Prairies CAP Kiwanis Club First National Bank of Waseca Pilgrim’s GrowthZone Marvin Windows/Integrity Krengel Brothers Tiling, Inc. Gopher Sport Reichert Wenner PA Lonesome Cottage Furniture Co. Windows Lloyd Management, Inc. The Hat Chic Boutique Schlenner, Wenner & Company Lowell Elementary PTA MetroPlains Management Marco HomeTown Credit Union St. Cloud VA Health Care System Marco Network Center, Inc. Minnesota Lake Lions Club Mayo Clinic Health System State Farm Pillager School Olaf Anderson Construction Pioneer Bank Owatonna School District 761 Stearns Bank Pro Staff PrimeNumbers Profinium Bank Foundation U.S. Bank Winegar Dental Roers Scheel’s Pearson Verizon Foundation Xcel Energy Ronald McDonald House Snell Motors Roundbank The Vos Family Foundation Skaff Apartments Spinners Bar & Grill SpareTime Entertainment Weichert Realtors - Tower FARGO Starion Financial Stewart Title Thrivent Financial Properties Partner’s Circle Stoneridge Software Valley News United Prairie Bank Friend’s Circle ($500 - $999) ($25,000 - $49,000) Thibedeau & Company PC Vetter Stone Company Verizon American Door Works Otto Bremer Trust and United Savings Credit Union Walmart Ameriprise Financial Bremer Bank West Fargo Exchange Club NEW ULM Waseca Area Foundation - Avon PTA Shareholder’s Circle Shareholder’s Circle Barb Penny Youth Fund Brenny Transportation ($10,000 - $25,000) MANKATO ($10,000 - $24,999) Waseca Area Foundation - EF Edward Jones Bank of the West Partner’s Circle 3M Johnson Fund Falcon National Bank Delta Air Lines, Inc. ($25,000 - $49,999) Sponsor’s Circle Wells Fargo Fostering, LLC Eide Bailly Cambria ($5,000 - $9,999) Wenger Corporation Gabriel Media Gate City Bank Shareholder’s Circle Cambria Friend’s Circle ($500 - $999) Granite Equity Partners John Deere Foundation ($10,000 - $24,999) CliftonLarsonAllen LLP Arnold’s Supply & Kleenit Joel R. Duray DDS Ltd Microsoft All American Foods, Inc. Windings Company LeSauk Lions Club U.S. Bank Consolidated Communications Associates Circle Bomgaars Northland Capital Financial Valley City State University Kohl’s ($1,000 - $4,999) Edward Jones Services, LLC Wells Fargo Southern Minnesota Initiative All American Foods, Inc. Eide Bailly Plaza Park Bank Xcel Energy Foundation Alliance Bank Fernbrook Family Center Rapids Alterations Sponsor’s Circle Taylor Corporation Allina Hospitals & Clinics General Equipment Company Rejuv Medical ($5,000 - $9,999) Verizon Bank Midwest i2 Consulting Signature Networking of St. Bell State Bank and Trust Xcel Energy BIC Graphic Owatonna Chamber of Cloud Inc. Cass County Farm Bureau Sponsor’s Circle Christensen Farms Commerce St Cloud Area Sertoma Club CornerStone Bank ($5,000 - $9,999) Citizens Bank Minnesota Owatonna Hospital - part of St. Cloud Federal Credit Union Country Financial CCF Bank City of Sleepy Eye Allina Health Stearns Bank Equipment Finance Doosan Bobcat CliftonLarsonAllen LLP Dittrich Specialties Inc. Owatonna Public Utilities Division First International Bank & Trust L & N Andreas Foundation Edward Jones Prairie Ridge Orthodontics SUNCOM Real Estate Forum Communications Northwestern Mutual First National Bank Minnesota State Farm Tri-County Abstract & Title Company Subway Jensen Motors, Inc. Wottreng Family Dental Guaranty, Inc. Marco Wells Fargo M. R. Paving & Excavating United Cerebral Palsy of Central RBC Wealth Management Associates Circle Mathiowetz Construction ST. CLOUD Minnesota TMI Hospitality ($1,000 - $4,999) Company Entrepreneur’s Circle Waite Fusion Associates Circle Abdo Eick & Meyers LLP New Ulm Area Foundation ($50,000 - $74,999) Walmart Foundation ($1,000 - $4,999) Anchor Bank New Ulm Real Estate, LLC Capital One American Crystal Sugar Bethany Lutheran College Otto Bremer Trust Shareholder’s Circle Company Bolton & Menk, Inc. Pioneer Hi-Bred International Inc. ($10,000 - $25,000) Archway Bremer Bank SouthPoint Financial Credit Marco Ascensus Carlson-Tillisch Eye Clinic Union Otto Bremer Trust and While we make every effort to be Border States Electric Community Bank United Prairie Bank Bremer Bank accurate, we sincerely apologize Choice Financial Group Country Financial Verizon Xcel Energy if we misspelled or omitted any Fargo-Moorhead Area Discipline Advisors, Inc. Friend’s Circle ($500 - $999) Sponsor’s Circle names. Foundation Downs Food Group A R R Construction, LLC ($5,000 - $9,999) Fiebiger Swanson West EF Johnson Foundation Alissa Fischer Attorney at Law Brandl Motors Please contact Andy Dwyer & Co PLLP Eide Bailly Americana Community Bank CliftonLarsonAllen LLP at 651.255.0050 or First State Bank Frandsen Bank & Trust Arneson Distributing Company Country Financial [email protected] with Kiwanis Club of Fargo Hatanpa Insurance Agency Gislason & Hunter, LLP Initiative Foundation any changes. Thank you North Dakota Community I & S Group Grace Community Church Mathnasium for your support. Foundation Jones Page Jacobson Family Kohl’s Premier Real Estate Services Otter Tail Corporation Foundation Minnesota State University, St. Cloud ISD 742 Principal Financial Group Kato Engineering Mankato Wells Fargo Rasmussen College Lake Washington Improvement Rooms and Rest Association

23 Top Corporate Sponsors

The following organizations have distinguished themselves through a combination of funding, volunteerism, participation in special events, employee giving and in-kind support.

1. Otto Bremer Trust and 10. Horton Holding, Inc. 21. General Mills, Inc. Bremer Bank 11. 3M 22. Andersen Corporation 2. Wells Fargo 12. Cargill 23. Securian Financial Group 3. U.S. Bank 13. Federated Insurance Company 24. Capital One Financial 4. CliftonLarsonAllen LLP 14. PwC 25. Marsh & McLennan Companies 5. Xcel Energy 15. UnitedHealth Group 26. Synchrony Bank 6. Allianz Life Insurance Company 16. Thrivent Financial 27. RSM US LLP of North America 17. AT&T 28. Best Buy 7. Voya Financial 18. Thomson Reuters 29. University of St. Thomas 8. EY 19. Delta Air Lines 30. Pentair, Inc. 9. Deluxe Corporation 20. Donaldson Company, Inc.

JA Mission Report credits: Design by Barrie D’Rozario DiLorenzo; profile stories by Kelly O’Hara Dyer; photos by Reflektions by Sheri; printing by Printcraft.

24 Mission Report 2016-2017 | jaum.org 2017–2018 Boards of Directors

GOVERNING BOARD OF DIRECTORS Michael Roos, retired, KPMG, LLP CHAIR: Pete Godich, Deluxe Corporation Troy Rossow, BMO Harris SECRETARY: Patrick Pazderka, Fox Rothschild LLP Cecilia Sadler, Minneapolis Public Schools TREASURER: Ronald P. Hafner, Wipfli LLP Elizabeth Sanberg, Pentair Hugh K. Schilling, Horton Holding, Inc., emeritus Sal Abbate, Andersen Windows & Doors Marcel Smits, Cargill, Inc. Ro Adebiyi, Brightpeak Financial Terri Soutor, FastBridge Learning Pam Stegora Axberg, UnitedHealthcare Steven D. Steen, TruStone Financial Paul Badger, Travelers Scott Stein, KPMG, LLP Kelly Bretz Ryan Thomas, Mercer Toby Broberg, Delta Air Lines Paul S. Williams, Synchrony Financial Tina Burbach, Accenture Jamie Woell, RSM US LLP Butch Cavello Heidi R. Christopherson, Securian Financial Group Rose Chu, Metropolitan State University Kevin DiLorenzo, Barrie D’Rozario DiLorenzo Michael Duffy, retired, DST Market Services, LLC Kent Engler, TCF Bank Kurt Fasen, Voya Financial Robin Galloway James R. Giertz, H.B. Fuller Company, emeritus Terry Gilberstadt, Horton Holding, Inc. Rob Goggins, Great Clips, Inc. Craig A. Gordon, RBC Correspondent & Advisor Services Tim Grafe, Donaldson Company John Hajostek, Forum Communications Co. David Hakensen, Fleishman Hillard Bruce Hanson, RR Donnelly Tom Hoff, SW/WC Service Cooperatives Tom Holman, Morning Foundation REGIONAL ADVISORY BOARDS Dan Hoverman, retired, Mounds View Public Schools Janet Johanson, BevSource BISMARCK Paul Johnson, Xcel Energy Joel Bird, Ameriprise Financial Shane Johnson, Bremer Bank Shane Hafner, Securian Financial Edward M. Kadletz, Wells Fargo Bank Melissa Hammond, Paradise Screen Printing Jeff Kerr, U.S. Bank Jim Jeske, Pioneer Elementary School Michael Keller, Federated Insurance Company Shelly Jones, Wells Fargo Paul Koch, UBS Financial Services David Leingang, Bismarck/Mandan Chamber of Commerce Jan Kruchoski, CliftonLarsonAllen Chad Radke, Mary Stark Elementary Eric Laughlin, Thomson Reuters Susan Sisk, Kadrmas, Lee & Jackson Stefanie Lenway, University of St. Thomas, Jen Smart, Aetna Opus College of Business Joy Linsday, Liberty Diversified International, Inc. BRAINERD Julie Loughrey, Ecolab Sarah Adams, Bremer Bank Sherri Matuke, Bremer Bank Angela Andrist, Brainerd High School Phil Miller, Carlson School of Management Michelle Gonska Tamie Minami, 3M Laura Jensen, Wells Fargo Matthew Mohs, Saint Thomas Academy Brook Mallak Thomas E. Montminy, PwC Christa Marvin, CliftonLarsonAllen LLP Tammy Moon, U.S. Trust Dawn Meierding, GLS Promotions Anne Mootz, EY Kevin O’Grady, Goldleaf Partners Brian Peterson, Allianz Life Insurance Company of North America Aaron Stegner, Kaiser & Associates, PA Barb Renner, Deloitte Tax LLP James Thompson, Ascensus Abe Rezai, HB Fuller

25 2017–2018 Boards of Directors Continued

FARGO Amanda Jensen, SouthPoint Financial Credit Union Mindy Bakke, Microsoft Jenna Peterson, CliftonLarsonAllen LLP Dawn Buffington, WEX Health Kayla Sandersfeld, New Ulm High School Jeremy Elbert, RBC Wealth Management Kari Steele, United Prairie Bank Kelsey Erbes, Stoneridge Software Katrina Falk, John Deere Electronic Solutions OWATONNA Lisa Giese, Marvin Windows/Integrity Windows Dale Buytaert, CliftonLarsonAllen LLP Ryan Grussing, CornerStone Bank Jennifer Copeland, Viracon John Hajostek, Forum Communications Company Jason Eyberg, Bremer Bank Jennifer Hanley, Ulteig Engineers Katie Glaser, ConvergeOne Tamera Hanson, Country Financial Jill Holmes, Riverland Community College Janie Hogan, Xcel Energy Jon Huemoeller, Fernbrook Family Center Denise Jonas, Cass County Career & Technical Education Center Vanessa Jensen, Wenger Corporation Joshua Jorgenson, Swanson Health Products Michael Keller, Federated Insurance Company Jody Lingen, Bremer Bank Troy Klecker, City of Owatonna Sara Litton, Infinite Leap, LLC Angela Klecker, Jostens Karsten Melgaard, Bank of the West Amy LaDue, Owatonna ISD 761 Todd Scearcy, U.S. Bank Kellyanna Moore, Mayo Clinic Health Systems Neil Schroeder, U.S. Bank Service Center Robert Rinaldi, Federated Insurance Company Kimberly Settel, Gate City Bank Kathleen Smith, U.S. Bancorp Michael Toy, First International Bank & Trust Jason Sunberg, United Prairie Bank Teresa Warne, American Crystal Sugar Company David Thamert, Wells Fargo Michael Wickham, Starion Financial Adam Worke, Colony Court Anni Yule, Amesbury Truth MANKATO Linda Albrecht, Eide Bailly ST. CLOUD Chet Anderson, Bremer Bank Diane Diego Ohmann, St. Cloud ISD 742 Brad Boettcher, CliftonLarsonAllen LLP Wendy Gray, Capital One Matt Downs, Carlson-Tillisch Eye Clinic Theresa Hatanpa, U.S. Bank April Femrite, Coldwell Banker Commercial Fisher Group Tina Hengel, Marco Inc Ryan Gustafson, United Prairie Bank John Miller, Country Financial Nathan Hanel, Capstone Publishing Becky Nelson, Great River Federal Credit Union Jessica Hatanpa, Hatanpa Insurance Agency Jenifer Odette, Brandl Motors Joel Heitner, SouthPoint Financial Credit Union Lynne Ridgway, Reichert Wenner PA Jasmine Kottke, TCF Bank Trina Shea, Wells Fargo Doug Lago, United Prairie Bank Julie Whitney, Bremer Bank Jason Lieske, Country Financial Karen Luukkonen, TCF Bank Jennifer Lurken, Gislason & Hunter LLP Jon Latcham, Schlenner Wenner & Co. Jeannie Meidlinger, South Central College Larissa Mrozek, Abdo, Eick & Meyers, LLP Brandon Thiesse, U.S. Bank Anne Wolff, Snell Motors Sam Ziegler, Greater Mankato Growth

NEW ULM Jeff Amundson, Thrivent Financial for Lutherans Catherine Anderson, Allience Bank Julie Anderson, Mathiowetz Construction Company Jill Berdan, Edward Jones Nicole Briggs, Jensen Motors, Inc Scott Cooper, 3M Kimberly Hanson, New Ulm Real Estate, LLC Jessica Janni, Bank Midwest

26 Mission Report 2016-2017 | jaum.org 27 JA Foundation

Our ability to provide exciting, innovative, hands-on learning experiences rests upon the depth of our funding. The Junior Achievement Foundation of the Upper Midwest is a permanent asset that will provide a reliable, secure funding steam to increase participation by controlling costs to schools and households, and by providing more opportunities through creative programming and outreach to new student populations.

You can support our mission with an unrestricted gift to the foundation, as well as planned or deferred gifts (will, life insurance policy, retirement account or trust arrangement) and named funds.

Planned gift donors will be recognized as members of the Schilling Family Legacy Society as supporters who have taken deliberate steps to ensure our future success.

JA FOUNDATION FINANCIALS REVENUE Contributions $120,500 Investment income $114,400 Total Revenue $234,900

EXPENSES Personnel $82,800 Administration $13,700 Transfer to JAUM $358,800 Total Expenses $455,300 Total Assets $1,157,000

Financial information presented is unaudited and non-GAAP. Junior Achievement Foundation of the Upper Midwest will be included in consolidated financial statements upon completion of our annual external financial audit.

JA Foundation Board of Directors Schilling Family Legacy Society Mike Roos, KPMG, LLP (Chair) Brendan Bannigan and Kathleen Just-Bannigan Jim Hemak, Webincs, Inc. (Secretary and Treasurer) Ronald D. Cody Mike Duffy, retired, DST Market Services, LLC James R. and Patricia Hemak Pete Godich, Deluxe Corporation Barbara Koch Paul Koch, UBS Financial Services, Inc. Paul and Michelle Koch Hugh Schilling, Horton Holding, Inc. (Advisory member) Richard and Joyce McFarland Hugh Schilling

28 Mission Report 2016-2017 | jaum.org