2016 ANNUAL REPORT

www.JA-SoCo.org MESSAGE FROM OUR Junior Achievement of Southern (JA SoCo) found 2015- 2016 to be a year of transition. After nine years we said goodbye BOARD CHAIR and thank you to David Loose as our President and CEO when he “ retired in December 2015. Later in the year, we also said goodbye to a few other longtime staff with the retirement of Nancy Brown and Scott McGinnis. We’re grateful for all their passion and service to JA. Their contributions over the years will leave a lasting impact on the wellness of the organization and the youth of Southern Colorado.

We welcomed Carrie McKee as the new leadership of JA SoCo and appreciate her excitement and drive to continue furthering its relevancy, sustainability, and impact on the community.

This year our programs and over 900 volunteers reached more than 24,000 youth in Southern Colorado spending more than SCOTT SHOLLENBARGER, 129,000 contact hours with them. Our enthusiasm in reaching JA SoCo Board of Directors Chair 2014-2016 young people with education and life skills around three JA pillars – financial literacy, entrepreneurship, and work readiness Chief Financial Officer, Colorado – increases as we near the close of our capital campaign for the Springs Health Partners

Center for Free Enterprise. This simulated-city will house programs for 5th and 8th graders called JA BizTown and JA Finance Park.

As my chairmanship of the JA Board of Directors comes to a close, I am greatly encouraged by the momentum we have moving into JA SoCo’s next“ fiscal year.

Thank you to all our donors, volunteers, school teachers and administrators, and board of directors who have supported JA this year.

JA 2015 ANNUAL REPORT 1 2015-2016 BOARD OF Shaun McCarthy, CTP Handyman Connection LEADERS DIRECTORS 2015-2016 BOARD OF Craig Barragry Jay McKeown Colorado Springs Utilities BBVA Compass DIRECTORS Board Officers & Executive Gitty Betts Leonard Miller Committee ANB Bank, Vice President Schmidt Construction Company CHAIR Scott Shollenbarger Jan Bonham Chet Myers Colorado Springs Health Partners Express Employment Professionals FedEx Services (Retired)

CHAIR ELECT & VICE CHAIR - Robert L. Book, AIF Michael O’Conor FINANCE/TREASURER Strategic Financial Partners United States Olympic Committee Ted Mossman Colorado Business Bank Zach Bunney Andy Oyler FirstBank Quantum Commercial Group, Inc. VICE CHAIR – NOMINATING COMMITTEE Colonel Richard L. Burchfield April O’Neil Matt Davis 21st Space Wing, Bank of the San Juans Packaging Express, Inc. Wendy Collison Mark Perrault VICE CHAIR - AUDIT Lockheed Martin Northwestern Mutual Financial Network David Colburn Kevin W. Davis Robin Roberts VICE CHAIR - HUMAN RESOURCES U.S. Bank Pikes Peak National Bank Bob Walla Ent Dave Gardner Shanon Schinkel Northstar Bank of Colorado HomeBridge VICE CHAIR - CORPORATE SECRETARY Theo D. Gregory Gary Schultz Rita Nicholson El Pomar Foundation USAA Wells Fargo Insurance Services USA, Inc. Candy Harman Kelly Shaffer VICE CHAIR - STRATEGIC PLANNING Comcast Spotlight in Colorado ADD STAFF Stanton Kensinger Olive Real Estate Group, Inc. Jason O. Harris Jason Shelton American Airlines CenturyLink VICE CHAIR - JA PUEBLO Kurt Madic Dr. Mark Hatchell Grant Smith Hewlett-Packard Enterprise Academy School District 20 Woodford Manufacturing

VICE CHAIR - AT-LARGE Shannon Hellman Doug Sommer Greg Antl Vectra Bank Focus on the Family Walmart Daniel Kammerer Keith Szabo VICE CHAIR - AT-LARGE DoubleTree by Hilton Colorado Springs Wells Fargo Bank Tom Calvin State Farm Insurance Company Ahmad Kassak Greg Tabor Hewlett-Packard Enterprise FedEx Services VICE CHAIR - AT-LARGE Tim Dusseau Kasia King Dr. Marc Van Ness PepsiCo G.E. Construction Company Marc R. Van Ness, D.M.D., P.C.

VICE CHAIR - AT-LARGE Karin Kovalovsky Rick Weber Lisanne McNew, M.A. Aventa Credit Union Security Service Federal Credit Union McNew & Associates Jonathan Liebert VICE CHAIR - AT-LARGE Better Business Bureau of Southern Randy Reynolds Colorado Berkshire Hathaway Home Services Ben Lythgoe VICE CHAIR - AT-LARGE T. Rowe Price Barry Straub FedEx Services

JA 2015 ANNUAL REPORT 2 OUR THREE PILLARS • Financial Literacy In a recent survey, 67 percent of • Entrepreneurship JA alumni reported that the Junior Achievement experience made • Work Readiness them realize the importance of staying in school. Junior Achievement of Colorado is appreciative to many organizations at the local, state, and national levels for their collaborative efforts to give young people the knowledge and skills they need to own their economic success, plan for their future, and make smart academic and financial choices. • Association for Supervision & Curriculum Development - Colorado Division • Better Business Bureau of Southern Colorado • Colorado Council on Economic Education • Colorado Jump$tart for Personal Financial Literacy • Colorado Springs Regional Business Alliance (Colorado Springs Chamber of Commerce and EDC) • Federal Reserve Bank of Kansas City, • HP Take Our Children to Work • Old Colorado City Merchants Association • Pikes Peak Area Superintendents Association • Pikes Peak Community Initiative: Pathways to College Readiness & Success Program OUR MISSION & IMPACT OUR MISSION Since 1954, Junior Achievement of Southern Colorado has been dedicated to inspire and prepare young people to succeed in a global economy. Our programs cover 46 counties throughout Southern Colorado. STUDENT IMPACT 2015-2016

760,000 students reached since 1954

24,460 students reached in 2015-2016 school year

129,001 volunteer contact hours with students

1,113 classes

150 schools

900 volunteers

JA 2015 ANNUAL REPORT 3 PROGRAMS

Elementary Students in kindergarten through fifth grade are introduced to basic personal economic issues, the role of families, and social responsibility in the local economy. They examine planning decisions in a city, economic resources within states and regions, and how businesses need workers who can meet the demands of the job market. The After-School Program teaches personal financial and business skills through innovative and fun activities. The JA curriculum is designed to tie closely with state standards.

Middle School Already focusing on the importance of school and career, programs in the sixth, seventh, and eighth grade encompass business value and decisions while reinforcing the concepts of entrepreneurship and international trade.

High School As students’ interests and needs mature, the classroom focus turns to how economics relate to their lives. They learn basic financial planning, workplace ethics and skills such as budgeting and investing. And through a sophisticated online stimulation, many get first-hand experience in running a virtual business. JA volunteers provide positive adult role models and lead students toward workforce readiness. TOTAL STENTS

AREA HEAARTERS STRCTS

COLORAO ROARNG TELLER SRNGS EBLO OR CONT TOTAL Elementary School 8,767 6,717 2,148 1,202 , Middle School 2,241 608 819 56 , High School 892 600 362 48 , T , , , , ,

TOTAL CLASSES

AREA HEAARTERS STRCTS

COLORAO ROARNG TELLER SRNGS EBLO OR CONT TOTAL Elementary School 381 290 116 60 Middle School 90 37 38 4 High School 45 31 17 4 T ,

PROGRAM IMPACT IN SOUTHERN COLORADO Students 24,460 Education Contact Hours 129,001 JA 2015 ANNUAL REPORT 4 Volunteer Partner Companies JA IN A DAY ANB Bank Andersen Enterprises Your Business – Making an Impact Aspen Mine Center Aventa Credit Union Your Company. One School. One Day. Bank of the San Juans BBVA Compass JA in a Day is a special Junior Achievement delivery method Benchmark Foods Berkshire Hathaway HomeServices, where the full Junior Achievement set of elementary or middle Rocky Mountain REALTORS school programs is covered in one day for all classes in Better Business Bureau of Southern Colorado an entire school. A school is matched with a participating Bureau of Land Management Catherine M. Skiles, CPA, PC company. The company’s employees are provided with CenturyLink a complete kit of materials and training to be prepared to City of Cripple Creek present the JA program during one school day. City of Woodland Park Colorado Business Bank Colorado Department of Natural Resources Your Impact Colorado Springs Utilities Schools: 25 Community Volunteers Cripple Creek Victor Gold Mine School Districts: 6 Cripple Creek Police Department Companies Participating: 62 Daughters of Elks- Columbine Temple 1053 DSC Machining El Pomar Foundation Ent Credit Union FedEx Corporation FirstBank Ford Motor Credit Company GE Johnson Construction Company COMMUNITY INVOLVEMENT RELEVANT CONCEPTS Hewlett Packard Enterprise HomeBridge Financial Services & SKILLS HSBC Junior Achievement of Southern Colorado Junior Achievement USA Lake George Fire Department Lockheed Martin McNew & Associates Morgan Stanley TEAM BUILDING STUDENT EMPOWERMENT Mountain Top Cycling Club Northrop Grumman Corporation JA IN A DAY Northstar Bank Northwestern Mutual Financial Network Peoples Bank PepsiCo Schmidt Construction Company Security Service Federal Credit Union State Farm Insurance Swiss Chalet T. Rowe Price Teller County Teller County Government Teller County Sheriff's Office The Broadmoor Hotel The Coffee Barn The Perduco Group U.S. Bank University of Phoenix USAA Vectra Bank Wal-Mart Wells Fargo Insurance Services Woodland Park Police Department Woodland Park School District

JA 2015 ANNUAL REPORT 5 VOLUNTEERS A Step Ahead Adoption Reynolds, Randy (E-2) Colorado Springs Flea Navarro- Bowring, Maggie Services Market (E) Hogan, Diane (M, H-4) Better Business Bureau of Cloud, Randy (E) Nicholas, Alison (E) Southern Colorado Nicholas, Nathan (E) Academy Mortgage Corp Liebert, Jonathan (E, H) Colorado Springs Utilities Null, Theresa (E) Burnett, John (E) Abeyta, Edie (E) Oskvarek, Tony (E-2) Bureau of Land Barragry, Craig (H-2) Page, Pete (E-4) Active Wellness Management Grossman, Dave (H) Pepper, Carol (E-2) Chiropractic McClernan, Sarah (E-3) Hunke, Sarah (H) Prinsen, Sherri (M) Huffman, Candice (E-3) McBeain, Jeremy (H) Ratey, Karim (E) CA Technologies Rector, Tim (H-2) Ameriprise Financial Moerk, Mike (E-3) Community Volunteers Rivers, Saundra (M) Services Adams, Kim (E) Roeglin, Jackie (E) Breglio, Carol (E-2 ,M) Care & Share Food Bank Ales, Noel (E) Romero, Andrea (E-2) Dockter, Michelle (H) for Southern Colorado Arbizanni, Velma (E) Rose, Jenna (E) Poore, Stacy (E) Berntson, Jeremiah (E) Scarpella, Colleen (E-2) ANB Bank Bishop, Ann (E) Schnelker, Jamie (E-3) Betts, Gitty (E) Carters Bolduc, Sean (E-2) Schultz, Ben (E-1) Clift, Suzanne (E) Battig, Sarah (M) Calhoun, Amanda (E-3) Schwindt, Kathy (E-2) Cox, Valerie (E) Capozzoli, Betty (E) Shaw, Carolyn (M) Falcon, Nadia (E) CD Global Enterprise Carmichael, Paige (E) Shaw, Eric (M) Garrett, Jasymne (E) Hendrix, Deborah (E) Cerda, Anna Marie (E) Shaw, John (M) Gay, Margaret (E) Cunico, John (E) Skinner, Eric (E) Hesselberg, Angie (E) CenturyLink Darby, Terry (E-5) Slomka, Jolene (E) Lucas, Suzanne (E-2) Appugliese, Victor (E) DeAngelis-Burke, Brandy (E) Smith, Jill (E-2) Medina, Stephanie (E) Brashar, Jason (E) DeLange, Marchell (E) Stanley, Bill (E) Mills, Lisa (E) Coke, Danielle (E) Devaney, Sharon (E) Stark, Brad (M) Muenlbauer, Kathy (E) Coke, Mike (E) Dusseau, Crystal (E) Sullivan, Debra (E-3) Purcell, Colleen (E) Davis, Kenneth (E) Early, Shawn (E) Taylor, Beth Ann (E-2) Sollers, Matt (E) Eggers, Amanda (E) Ewell, Lankford (E) Thayer, John (M) Wilson, Mailee (E) Hekkers, Andrew (E) Falkenberg, Anna (E) Trevillian, Kyle (M) Huebner, Shawn (E) Farmiga, Karen (E) Volmar, Crystal (E) Aventa Credit Union Ingebretson, Rodney (E) Forsyth, Jennifer (E) Wade, Colleen (E) Gwisdalla, Julie (E) Johnson, Dionne (E) Fortune, Jerry (E-10) Walker, Angela (E) Kovalovsky, Karin (E) Lopez, Rick (E) Garcia, Lynne (E) Walsh, Christy (E) Mendes, Shannon (E-3) Reliford, Asante (E) Gentzel, Karen (E-8) Witham, Michael (E) Serrano, Rick (E) Gilchrist, Karen (E) Witham, Mike (E) Bank of Colorado Shelton, Jason (E-2) Graham, Lauren (E) Giovanini, Dan (M) Spears, James (E) Granados, Sarah (E) CSU Pueblo Waugh, Josh (E-2) Hanlon, Joey (E) Toma, Tami (E-3) Bank of the San Juans Waugh, Leslie (E) Hill, Ryan (E-2) O’Neil, April (E-2) Williams, Kevin (E) Holzwarth, Jon (M) Daughters of Elks - Tripplett, Natalie (E) Joiner, Daryl (M-4) Columbine Temple 1053 Bartlett, Signe (E) City of Colorado Springs Jones, Andrea (E) Collick, Christine (E) Francisco, Khit (E) Jernigan, Patrick (E) Keegan, Linda (M-3) Davenport-Campbell, Morris, Tasha (E) Kofahl, Dawn (E) Deborah (E) Colorado BBQ Outfitters Krenzer, Erik (E) Hopson, Sherri (E) BBVA Compass MacDonald, Dan (E-11) Lehman, Jessica (E) Jackson, Audrey (E) Boggs, Yvonne (E) Lowe, Heather (E) Jones, Carolyn (E) Kitts, Miranda (E) Colorado Business Bank McKisic, Heidi (E) Jones, Natalyn (E) McKeown, Jay (E) Mossman, Ted (E) Medina, Henry (E-3) Mathis, Shirley (E) Tolchin, Briana (E) Merrel, Tiffany (E) Potts, Shirletta (E) Colorado School for the Mettler, Christy (E) Berkshire Hathaway Deaf and the Blind Millikan, Kerri (E) HomeServices, Rocky Sotak, Wendy (E) Mosley, Ron (E) Mountain REALTORS Waldorf, Lauren (E-5, H-2) Myers, Chet (E-2, M) JA 2015 ANNUAL REPORT 6 El Pomar Foundation Sarmiento, Patricia (E-2) Schinkel, Shannon (E-3) Albert, Samantha (E) Shearer, Don (M) LexisNexis Brown, VJ (E) Smith, Dave (E) Hotel Eleganté Schmidt, William (H) Johnson, Kaitlin (E) Smith, Don (E, M) Okvath, Ed (E) Scott, Suzanne (E) Smith, Randy (E) Lockheed Martin Stefanec, Hillary (E) Straub, Barry (E) IBM Barrett, Patrick (E-3) Tutt, Davis (E) Tabor, Greg (E, M-4) Hart, Cheryl (E) Bergneir, Brandy (E) Tanikella, Visa (E, M) Campbell, Susan (E) El Toro Aburrido LLC Thompson, Leanne (E-2, M) Infosys DeVries, Colleen (E) Gallego, Juan Maria (M, H) Valentine, Alex (E-2) McCarthy, Shaun (H) Foster, Andrew (E) Vitali, Kara (E) Hellewell, Chris (E) Ent Credit Union Walston, Antony (E-2, M-1) Integrity Bank & Trust Hightchew, Darin (E) Costello, Jennifer (M-2) Lawrence, Ashley (H) Holcombe, Jennifer (E) Kirk, Christa (E) First Affirmative Financial Klumpe, Herbert (E) Velie, Lori (E, M-2) Network Junior Achievement of Kocourek, Elden (E) Walla, Bob (E-3) Finkbeiner, Joey (H) Southern Colorado Kubricht, Stefan (E) Butler, Kim (E-2) Lavan, Jean (E) ERA Herman Group Real First Command Financial Immel, Penny (E-8) Nirmalakhandan, Sanjeev (E) Estate Services McClernan, Sue (E, M) Ramos, Donna (E) Cress, Brian (E) Lawyer, David (M) McGinnis, Scott (E-2) Reynolds, Lorraine (E) McKee, Carrie (E, H) Riley, Erin (E) ERA Shields FirstBank Terrazas, Angela (M) Roberts, Jeffrey (E) Rest, Alan (E-2) Bunney, Zach (E-2) Rothe, Mark (E) Everhart, Leigh (E) Junior Achievement USA Seay, Michael (E) European Wax Center Haltom, Angie (E) Adams, Melanie (E) Stinett, Jill (E) Cavanaugh, Josh (H-2) Limon, Gaby (E) Bartlett, AJ (E) Suppes, Rich (E) Neuenschwander, Abbie (E) Bartner, Howard (E-2) Szczur, James (E) Express Employment Wilson, Kyle (E) Bell, Terri (E) Walter, Timothy (E) Bonham, Jan (H) Berndt, Robert (E) Ford Motor Credit Casteel, Pamela (E) M3 Planning Farmers State Bank Company del Toro, Alberto (E) LoRe, Cammy (H) Cadd, Jennifer (E-2) Asam, Ben (M) Desrosiers, MC (E) Back, Kimberly (E) Fletcher, Jody (E) McNew & Associates FedEx Corporation Bassatt, Carlos (E) Frank, David (E) McNew, Lisanne (E, H) Abbey, Beverly (M) Cassidy, Michael (E) Glaze, Tyler (E) McNew, Mike (H) Alexander, Tony (E, M) Corrica, Tanya (E) Glorioso, Kimber (E) Baron, Jeff (E) DeBerry, Andrew (E) Grunenwald, Matt (E-2) Northrop Grumman Corp Bass, Bill (E) Erznoznik, Molly (E) Henry, Lavonne (E) Vrana, Taryn (E) Bonser, Cris (E) Fields, Shelisa (M) Kepler, Chelsea (E) Brown-Kirkwood, Monica (E) Forsyth, Doug (E-2) Kimmell, Beth (E) Northstar Bank Carruthers, Will (E, M) Garcia, John (M) Kimzey, Jacque (E) Gardner, Dave (E) Clancey, Mike (E) Jenks, Robert (M) Lamb, Demetrius (E) Hollman, Jon (E) Contreas, Mary (E) Kinnison, Zach (E) Law, Crystal (E) Dworak, Damon (E, M) Shi, Rick (E) Lee, Jeanette (E) Northwestern Mutual Forget, Jeff (E, M) Simpson, Benjamin (E) Luu, Susan (E) Financial Network Frieje, Madison (E) Wamsley, Camille (M) Mondragon, Mika (E) McIntyre, Charles (M) Hadley, Robin (E) O’Hern, Paul (E) Hane, Matt (E) GE Johnson Construction Parker, Debbie (E) Nurse Core Horner, Julie (E) Company Perry, Lyndsey (E) Ziemer, Rachel (E-2) Houben, Beth (E) King, Kasia (E) Rodriguez, Regina (E) Ihlenfeld, Barbara (M) Stearns, Christine (E) Ruiz, Ramona (E) Oracle USA Lee, Lantha (E) Stagner, Cassie (E) Bartner, Pam (E) Lentz, Reid (M-3) Hewlett Packard Enterprise Tim, Nancy (E) Underwood, Liisa (M) McDaniel, Dave (E, M) Chamberlin, Robin (E-3) Tso, Laphillda (E) Warhoe, David (H-2) Meshenky, Kelly (M-2) Desposito, Keith (E-3, M) Moorhouse, Ellaina (M-2) Fischer, Eric (E) Klein Appraisal PepsiCo Necessary, Mark (E) Klein, Claudia (E-6) Dusseau, Tim (E-2) Norfleet, Bryan (E, M-2) HomeBridge Financial Leadership Pikes Peak Robinson, Beth (E) Services Ross, Mundi (H-2)

JA 2015 ANNUAL REPORT 7 Pikes Peak National Bank Busch, Amber (E) The Broadmoor Roberts, Robin (M, H) Carolan, Karen (E) Frey, Osanna (E) Demars, Donna (E) Glorie, Michelle (E-6) Pinnacol Assurance Duran, Nick (E) Scriber, Kenneth (M) Ellison, Kim (E) Tri-Lakes Cares Gill, Bray (E) Chapin, Haley (E-2) Primerica Gruenke, Natalie (E) Owens, Doug (H-2) Harding, Tekarah (E) Tri-Lakes Cares - Hangers Welton, Kym (H-2) Haskins, Sarah (E-2) to Hutches Helzer, Joel (E) Vanderkolk, Cara (E) Red Leg Brewing Company Honea, Scott (E-2) Baldwin, Todd (H) Howland, Ben (E) Troops to Teachers Huddleson, Heather (E) Duffy, Sheldon (E-2) RMTC Hospitality Hummer, Chris (H) Vitagliano, Larry (H-3) Johns, Leah (E) U.S. Air Force - Kalina, Danielle (E) NORTHCOM Schmidt Construction Kudron, Sam (E) Smart, Jon (M) Company LaChat, Joe (E) Miller, Leonard (E) Laurel, Joey (E) UMB Bank Whittington, Winter (E) Little, Jill (E) Parsons, Kathleen (E) Lombardo, Courtney (E-2) Security Service Federal MacDonald, Nick (E-2) University of Colorado Credit Union Manning, Ashley (E) Colorado Springs Ballejos, Amanda (E-2) McGarvey, Lisa (E) Driscoll, Dan (M) Beasley, Laura (E) Medina, Tina (E-2) Davis, Lana (E) Motley, Nicole (E-2) University of Phoenix Fahey, Mark (E) Nakai, Susan (E-2) Kearney, Dan (E-9, M-16) Fry, Anna (E) Peterson, Rachael (E) Genoshe, John (E) Ponzio, Andrew (E-2) U.S. Army Grall, Nick (E) Ramirez, Cynthia (E) Wellein, Dawn (E-2) Hooper, Mary (E) Rascon, Adam (E) Jones, Becky (E) Reddy, Lata (E) U.S. Bank Martin, Barbie (E) Riley, Britany (E) Davis, Kevin (E) Matisek, Amy (E-3) Rivera Cardona, Jennifer (E) Law, Marcie (E) McLaughlin, Wanalisa (E) Roark, Mandie (E) Meider, Mitch (E-2) Robinette, Katie (E) USAA Romanishan, Sanja (E) Robinette, Nik (E) Schultz, Gary (E, M) Romano, Denise (E) Service Dynamics Schamehorn, Kelcy (E) U.S. Air Force Bartley, Sam (E-2) Schillinger, Jacqueline (E) Oliver, Celeste (H) Sgro, Jonathan (E-2) Silver Key Senior Services Smith, Heather (E) Vectra Bank Onstott, Laurie (E-2) Stewart, Greg (E) Berrios, Aileen (E) Suess, Danie (E) Stanley Financial Services Suess, Jennifer (E) Waddell & Reed Stanley, Bill (M) Taylor, Becca (E) Koenig, Eileen (E-2) Thomas, Turner (E) Staples Wallace, Stephanie (E) Walmart Harper, Penny (E-3) Wismer, Aaron (E) Antl, Greg (E) Wolf, Steven (E) Sunrise Motor Company Woods, Stuart (E) Wells Fargo Insurance Bezanson-Herz, Susan (M) Ziegler, Ashley (E-2) Services Nicholson, Rita (E) T. Rowe Price Target Aguilar, Tracy (E) Highfill, Adam (E) X-Ray Services Supply Albers, Jon (E) Williams, Al (E-6) Bashaw, Alex (E) TCF Bank Becker, Nikki (E) Kirschenmann, Abigail (E) Brown, Rhonda (E-2) Lave, Joshua (E, H)

JA 2015 ANNUAL REPORT 8 PARTICIPATING SCHOOLS Elementary School (E), Middle Stratton (E) School (M), High School (H) Trailblazer (E) Gunnison County Fremont County Twain (E) RE-1J Gunnison Watershed COLORADO SPRINGS West (E) Crested Butte Community RE-2 Fremont School District AREA HEADQUARTERS (El School (E, M, H) Washington (E) Paso, Alamosa, Conejos, D12 Cheyenne Mountain Gunnison (E) McKinley (E) Costilla, Custer, Gunnison, Broadmoor (E) Harrison (E) Rio Grande, Saguache, Teller Cheyenne Mountain (E) Park County Penrose (E) Counties) Gold Camp (E,M) Lake George Charter (E) Mountain Core Knowledge (E, School Districts: 25 Skyway (E) M) Schools: 145 schools Teller County D14 Manitou Springs RE-1 Cripple Creek-Victor Other-Fremont County El Paso County Manitou Springs (E) Cresson (E) Boys and Girls Club Fremont Manitou Springs (H) Cripple Creek-Victor Junior/ County D2 Harrison Senior (M, H) Harrison (H) D20 Academy Re-2 Woodland Park School Las Animas County Monterey (E) Academy Endeavor (E) District RE-2 Primero School District Oak Creek (E) Academy International (E) Columbine (E) Primero Elementary School (E) Pikes Peak (E) Air Academy (H) Gateway (E) Sand Creek (E) Antelope Trails (E) Summit (E) ROARING FORK VALLEY Sierra (H) Chinook Trail (E) DISTRICT (Garfield, Lake, Stratmoor Hills (E) Discovery Canyon Campus (E, PUEBLO DISTRICT (Pueblo, Pitkin Counties) M, H) Baca, Bent, Crowley, D3 Widefield Foothills (E) Fremont, Huerfano, Kiowa, Garfield County Talbott (E) High Plains (E) Las Animas, Otero, Prowers Liberty (H) Counties) RE-1 Roaring Fork School D8 Fountain-Fort Carson Mountain View (E) District Fountain (M) Pine Creek (H) Pueblo County Basalt (E) Mesa (E) Prairie Hills (E) Basalt (M) Rampart (H) D60 Pueblo City Schools Basalt (H) D11 Colorado Springs Ranch Creek (E) Baca (E, M) Carbondale (M) Buena Vista (E) Rockrimmon (E) Benjamin Franklin (E) Crystal River (E) Carver (E) The DaVinci Academy (E) Bessemer Academy (E, M) Glenwood Springs (E) Chipeta (E) Woodmen-Roberts (E) Beulah Heights (E) Glenwood Springs (M) CIVA Charter (H) Bradford (E) Glenwood Springs (H) Columbia (E) D38 Lewis-Palmer Carlile (E) Sopris (E) Doherty (H) Bear Creek (E) Central (H) GLOBE Charter (E, M) Palmer Lake (E) Corwin (E, M) RE-2 Garfield School District Grant (E) Prairie Winds (E) Fountain (E) Cactus Valley (E) Holmes (M) Goodnight (M) Elk Creek (E) Howbert (E) D49 Falcon Haaff (E, M) Graham Mesa (E) Hunt (E) Evans (E) Heritage (E, M) Highland (E) Jackson (E) Falcon (E) Heroes K-8 Academy (E, M) Kathryn Senor (E) Jenkins (M) Meridian Ranch (E) Highland Park (E) Rifle (M) Keller (E) Ridgeview (E) Irving (E, M) Wamsley (E) King (E) Minnequa (E, M) Madison (E) Other-El Paso County Morton (E) Other–Garfield County Martinez (E) Colorado School for the Deaf Park View (E) St. Stephens School (E, M) McAuliffe (E) and the Blind (E, H) South (H) Two Rivers Community School Midland International (E) Colorado Springs Christian South Park (E) (E, M) Mitchell (H) School (E) Sunset Park (E) Carbondale Community School Monroe (E) Corpus Christi Catholic School (E, M) Queen Palmer (E) (E, M) D70 Pueblo County Rogers (E) Pikes Peak BOCES (M, H) Avondale (E) Pitkin County Roosevelt-Edison Charter (E) St. Paul Catholic School (E, M) Prairie Winds (E) Rudy (E) Rye (E) D1 Aspen Russell (M) Service Areas South Mesa (E) Aspen (E) Sabin (M) Vineland (M) Aspen (M) Scott (E) Chaffee County Craver (M) Aspen (H) Steele (E) RE-32-J Salida School District Other-Pueblo County Longfellow (E) St. John Neumann Catholic Salida (M) School (E, M) JA 2015 ANNUAL REPORT 9 JA TERRITORY

2015-16 Junior Achievement of Southern Colorado served students in Aspen, Avon- dale, Basalt, Canon City, Carbondale, Colorado City, Colorado Springs, Crested Butte, Cripple Creek, Divide, Falcon, Fountain, Glenwood Springs, Gunnison, Lake George, Manitou Springs, Monument, New Castle, Palmer Lake, Penrose, Peyton, Primero, Pueblo, Pueblo West, Rifle, Rye, Salida, Security, Silt, USAF Academy, Widefield, and Woodland Park.

JA 2015 ANNUAL REPORT 10 AREA FINANCIALS TOTAL REENE ,, $428,814

$125,931

$1,198,751 $59,715

Colorado Springs Pueblo Roaring Forks Capstone Capital Campaign

The 2015-16 Junior Achievement of Southern Colorado financials show an overall surplus. This is due to significant Capital Campaign gifts. We faced challenges which impacted our Colorado Springs operating financials.

We transitioned to a new President and CEO following the retirement of a long- time predecessor. We moved into the public phase of our Capital Campaign. We also changed our funding strategy from an events-focused to a donor-centric approach which we believe will provide long-term philanthropic sustainability.

While these changes impacted this year’s outcomes, we are confident they will contribute to our long term success.

JA 2015 ANNUAL REPORT 11 AREA FINANCIALS TOTAL EENSES ,, $183,040

$53,954

COLORADO SPRINGS $640,930 EXPENSES

$131,345

Colorado Springs Pueblo Roaring Forks Capstone Capital Campaign

COLORAO SRNGS EENSES 6% 10%

12%

73%

Program Services Administration Fundraising Participation Fees Paid to JA USA

JA 2015 ANNUAL REPORT 12 DONORS

$10,000 Plus Security Service Federal Mining Co, Inc Pikes Peak The Antlers Hotel Credit Union National Bank Ent Credit Union Southern Colorado Community Darla Ringstad FedEx Services Foundation Trane Ingersol Rand GHX United States Olympic Wells Fargo Insurance Services Lockheed Martin Committee Steve & Kristin Woodford The Peyback Foundation Schmidt Construction Company $2,500 to $4,999 $1,000 to $2,499 T. Rowe Price Foundation Gary Backstrom 15-C Cigar & Martini Bar U.S. Bank BBVA Compass Academy School District 20 USAA The Broadmoor Hotel ADD STAFF, Inc Walmart Colomex, Inc. / Taco Bell ANB Bank Woodford Foundation Convergys Atlas Pacific Engineering Scott Davis Aventa Credit Union $5,000 to $9,999 Cripple Creek & Victor Gold Bank of the San Juans Dave & Carolyn Colburn Mining Co Barnes & Noble Colorado Springs Health Partners FirstBank Howard & Pam Bartner Tom Davis The Gazette Zach Bunney El Pomar Foundation Harmony Bowl Chick-fil-A First Tech Federal Credit Union HomeBridge Financial Services, Inc Classic Homes G.E. Johnson Construction Mike Karty Community Banks of Colorado Dave Loose Key Foundation Colorado Business Bank PepsiCo Kinder Morgan Colorado Springs Business KMG Electronic Chemicals Journal Scott McGinnis Ed & Linda McKee Kathryn Ekle JA 2015 ANNUAL REPORT 13 DONORS

GDM Corporation Concrete Coring Co. Jerry & Lana Mutchler Herring Bank Jim & Barbara Curry Bob & Karyl Myers Susan & Dave Kamman Creative Providers Foundation Dan Niedbalski Stanton & Kristy Kensinger Credit Union of Colorado Noble Energy Loaf & Jug Kevin & Kira Davis Northwestern Mutual Financial Gary & Jane Loo Dillie & Kuhn Network Katherine Loo Empire Title Olive Real Estate Group Mark Michalek Mark Everett Andrew Olson Mountain View Electric Assoc Daniel Flansburg Paramount Professional Services Northstar Bank Kent Fortune Prudential Rocky Mountain Packaging Express Genesys Technologies Realtors Pikes Peak Kiwanis Club Amy Gillentine Sweet Bernard A. Quartz Rampart Supply Inc. Theo Gregory Rinchem Company, Inc Randy & Arlene Reynolds Ed Grocholski Susan Roser Salida Sunrise Rotary John Haney John & Jeanine Ruzicka Grant & Mary Smith Karen Harvey Savage Excavation LLC Greg & Lenora Tabor Phil Hernandez Sparks Willson Borges Brandt & Target Distribution Center Jeanette Hodge Johnson, P.C. UMB Bank JBI Construction Ann Sulley UTC Aerospace Systems Serena Johnson TR Toppers Inc Dr. Marc Van Ness, DMD, PC Hewlett Packard Enterprise Umbrella Roofing Rick & Julie Weber Industrial Printers Velcon Filters Wells & West General La Casita Mexican Grill Bob & Jeanine Walla Contractors, Inc Land Title Guarantee Company Elissa Washburn Wells Fargo Foundation Tom Landsness Ken & Judy Wasoba Penny Larson Woodford Manufacturing $500 to $999 Crystal Law American Furniture Warehouse Ben Lythgoe Ameriprise Financial Austin Maher Anonymous Ky McCarty Bank of Colorado Carrie McKee Craig Barragry Mountain View Bank Bryan Construction Patrick Muldoon Rich Burchfield Mulliken Weiner Berg & Jolivet, P.C. City of Woodland Park Steve & Bea Colburn JA helps students realize that the Wendy Collison education they are getting today will help them to have a bright future tomorrow. Andy Colosimo JA 2015 ANNUAL REPORT 14 CAPITAL CAMPAIGN

This year Junior Achievement of Southern Colorado made great strides toward wrapping up our Capital Campaign for JA BizTown and JA Finance Park. It was announced that an effort was being made to raise $1 million dollars to name the whole building, the Karl Flemke Center for Free Enterprise, after a former Junior Achievement USA President who helped bring the JA USA national headquarters to Colorado Springs and served as a greatly respected community leader for numerous organizations in the Pikes Peak region.

El Pomar Foundation offered a challenge grant matching contributions made in Karl Flemke’s name up to $200,000 to complete this campaign.

Many generous gifts and pledges were made this year, as you can see below. The two most significant were from GE Johnson Construction Community Foundation for $500,000 to name the Gil Johnson JA Finance Park as well as Mr. and Mrs. Gary and Jane Loo for $250,000 to name the Orin Loo Town Square.

JUNIOR ACHIEVEMENT’S REAL-WORLD MARKETPLACE Prior to the day long, on-site simulation in JA BizTown or JA Finance Park, students complete a comprehensive teacher-delivered curriculum at school consisting of 13 lessons. This prepares them for practical application of financial literacy, entrepreneurial, and workforce readiness concepts and skills.

2015-16 Capital Campaign $10,000 - $24,999 Susan & Dave Kamman Contributors Mr. And Mrs. Dave and Carolyn Mr. Kevin Kevaney Colburn Ms. Shannon Schinkel $500,000 Naming: McNew & Associates, Inc. Gil Johnson JA Finance Park Mr. Kelly Shaffer Ms. Tina Santi Flaherty GE Johnson Construction Ms. Wendy Collison Company Community Foundation $5,000-$9,999 Mr. John Reynolds Borchert $500-$999 $250,000 Naming: The Moniker Foundation Steve & Bea Colburn Orin Loo Town Square Mr. George Edie Mr. and Mrs. Richard and Mr. and Mrs. Gary and Jane Loo Lockheed Martin Kathleen Covey $50,000 Jim & Barbara Curry $1,000 - $4,999 Ent Credit Union Mr. Tim Dusseau Air Academy Federal Credit Union Mr. Kevin Davis $25,000 - $49,999 Mr. Scott Shollenbarger Mr. and Mrs. Stanton and Kristy Mr. and Mrs. Raymond and Mr. and Mrs. Grant and Patty Deeny Kensinger Mary Smith Mr. Frank Evans Ms. April O’Neil Dr. Francis Barry Packaging Express, Inc. Ms. Carrie McKee Mr. Craig Barragry Woodford Manufacturing Bob & Karyl Myers Mr. John Darras Company Mr. and Mrs. Gary and Dana Mr. Jason P. Homec Schultz

JA 2015 ANNUAL REPORT 15 JA BIZTOWN & FINANCE PARK

Of the 2,000+ students surveyed who didn’t think it was important to manage their money, 85% changed their minds after their JA Finance Park experience!

JA BIZTOWN 5th Grade Students run financial institutions, manage restaurants, promote their businesses on TEAM BUILDING social networks, produce TV commercials, write checks, and vote as they experience a real-life marketplace.

STUDENT EMPOWERMENT JA FINANCIAL PARK 8th Grade Students make financial decisions to balance a budget based upon a real-life scenario involving a job, salary, and family situation including food, clothing, housing, taxes, savings, insurance, RELEVANT CONCEPTS & SKILLS transportation, etc.

JA 2015 ANNUAL REPORT 16 EVENTS 2015 JA GOLF CLASSIC Over 100 friends of JA SoCo participated in the 13th Annual JA Golf Classic, presented by GE Johnson Construction Company and Schmidt Construction Company on August 7, 2015 at Cheyenne Shadows Golf Club at Fort Carson. The team (pictured) comprised of Shawn Clift, Dr. Howard Short, Peter Fowler and Mike Helwege claimed top honors for the second year in a row! The popular tournament netted more than $21,000 to support Junior Achievement. Save the Date for our 2017 Golf Classic: Friday, August 4, 2017

2016 SHAKE, RATTLE & BOWL More than 200 teams made up of 1,020 individuals from 38 area businesses raised over $131,000 during the 33rd Annual JA Rock ‘N Bowl. USAA came in as the TOP fundraising company with 58 teams participating and over $15,000 raised! A special thanks to the Co-Presenting Sponsors FedEx Corporation and Greg Tabor & Barry Straub as well as Security Service Federal Credit Union and Rick Weber. Major sponsors included Colorado Springs Health Partners, Colorado Springs Business Journal, ColoMex/Taco Bell, GE Johnson Construction Company, PepsiCo, Wells Fargo Insurance Services, and Chick-fil-A. A note of gratitude also to Harmony Bowl for hosting this event for the last several years! Save the Date for our 2017 Rock ‘N Bowl: February 3 & 4 and February 10-12, 2017

2016 ANNUAL GALA & AUCTION More than 400 guests gathered for CARNIVAL, the 23rd Annual Junior Achievement Gala & Auction on April 30, 2016 at The Antlers Hotel. News 13 KRDO’s Jon Karroll served as Master of Ceremonies. The evening was highlighted by 12 students sharing their stories about what they learned from Junior Achievement. Guests bid on hundreds of items donated by the local business community during the silent and live auctions. Over $70,000 was raised for JA. A special thank you to the 2016 Gala & Auction Committee: Kate Brunz, Tim Dusseau, Kevin Davis, Karin Kovalovsky, Leonard Miller, Rita Nicholson, Kathy Schwindt, Scott Shollenbarger and Ann Sulley. Save the Date for our 2017 Gala: Saturday, April 8, 2017

JA 2015 ANNUAL REPORT 17 EVENT SPONSORS Thank You to Our Generous Event Sponsors!

2015 JA GOLF CLASSIC Presenting Sponsors:

Breakfast Sponsors: Lunch & Beverage Sponsors:

Additional Sponsors:

Cheyenne Shadows, Charlie Brown Goodtime Travel & Mountain View Electric Association, Inc., 15C Club-Martini & Cigar Bar, Craddock Companies, Tom Calvin – State Farm Insurance, Comcast, HomeBridge Financial Services, La Casita, Shaun McCarthy, Pennica Financial Group, TekSystems, Dr. Mark Van Ness - Lehman Dental, Woodford Manufacturing

2016 SHAKE, RATTLE & BOWL Presenting Sponsors:

Major Sponsors: Host Sponsor:

Additional Sponsors: The Antlers Hotel, ANB Bank, Aventa Credit Union, Land Title Guarantee Company,Olive Real Estate Group, Inc., Packaging Express, United States Olympic Committee, USAA, U.S. Bank and Vectra Bank.

2016 ANNUAL GALA & AUCTION Summit Sponsors:

Peak Sponsors:

Additional Sponsors: Wells Fargo Advisors, Academy School District 20, ANB Bank, Grant and Mary Smith, Pikes Peak Community College, T. Rowe Price, Walmart

JA 2015 ANNUAL REPORT 18 Junior Achievement of Southern Colorado Offices

Colorado Springs Headquarters Roaring Fork Valley District Junior Achievement Junior Achievement 2320 West Colorado Avenue P.O. Box 1477 Colorado Springs, CO 80904 Glenwood Springs, CO 81602 Phone: (719) 636-2474 Phone: (405) 708-1577 Fax: (719) 636-5232 Teller County Pueblo District Junior Achievement Junior Achievement 194 Cornell Drive 601 N Main Street, Suite 221 Woodland Park, CO 80863 Pueblo, CO 81003 Phone: 719-650-4089 Phone: (719) 546-9506 Fax: (719) 595-9481

www.JA-SoCo.org