2019-2020 Annual Report
PROGRAM IMPACT
2019-2020
44,862 3,113 1,857 1,404 289 107 827,611 STUDENTS VOLUNTEERS CLASSES TEACHERS SCHOOLS DISTRICTS CONTACT
EMPOWERED INVESTED TAUGHT INVOLVED SERVED REACHED HOURS DISTRICTS REACHED
Ada Hulbert Atoka Inola Bartlesville Jay Prague Beggs Jenks Pryor Belfonte Justus Tiawah Putnam City Berryhill Kansas Roland Bethany Kenwood Salina Bethel Ketchum Sallisaw Bixby Keys Sand Springs Blanchard Leach Sante Fe South Briggs Liberty Sapulpa Broken Arrow Locust Grove Sequoyah Brushy Madill Shady Grove Caney Valley Mannford Shawnee Catoosa Marble City South Coffeyville Central Miami Stroud Chelsea Mid-Del Tahlequah Chisholm Millwood Tecumseh Chouteau Maize Moore Tenkiller Claremore Moseley Tulsa Colcord Muldrow Union Collinsville Muskogee Verdigris Coweta Mustang Vian Crooked Oak Noble Warner Dahlonegah Norman Western Heights “JA is vital to students because the organization Duncan Norwood Westville Earlsboro Nowata Wickliffe provides hands on activities that replicate what Edmond Oaks Mission Woodall the real world is like, and this actually provokes Elk City Oklahoma City Woodland Enid Oklahoma Union Yukon students to become more interested and involved Fort Gibson Oktaha Foyil Olive in preparing for their future.” Frontier Oologah-Talala Gans Osage – James, High School Student Glencoe Owasso Grand View Peggs Guthrie Piedmont Hilldale Porum Financial Literacy Entrepreneurship Work Readiness
JA empowers students to make smart, JA inspires youth to start their own JA Alumni are more likely to stay in lifelong financial choices. Through our businesses, create jobs, and contribute school and earn more than students financial literacy programs, students to the American economy. In our who don’t participate in our programs. learn how to create and manage wealth. entrepreneurship programs, students Our work readiness programs give They develop skills in areas such as gain first-hand experience in running a students invaluable career-building budgeting, investing and creating successful business. They learn how to skills that they can use throughout financial plans. create business plans, innovate, their lives. Students learn how to manage teams and take a new product communicate, network, interview for to market. jobs and collaborate with diverse groups of people to achieve common goals.
Junior Achievement’s mission: To Inspire And Prepare Young People To Succeed In A Global Economy.
Thank you to all of the donors who invested in our students.
Listed are gifts of $3,000 and above.
$30,000 and above $15,000 - $29,999 $10,000 - $14,999 AAON, Inc. American Fidelity Assurance & American Electric Power Cherokee Nation Foundation Foundation BancFirst Corporation Masonic Charity Foundation of AT&T, Inc. Cherokee Nation Businesses Oklahoma Bank of America Clyde R. Evans Charitable Trust Meinders, Herman Bank of Oklahoma Kaufman, Wood OGE Energy Corp. Bank of the West JD Young Tulsa Tech Chesapeake Energy Corporation Love's Travel Stops & Country Stores Chick-fil-A RB American Group Cox Business Reasor's EY Robert Glenn Rapp Foundation Grace and Franklin Bernsen United Rentals Foundation Wells Fargo Hillcrest HealthCare System Inasmuch Foundation John Steele Zink Foundation Linde Engineering Americas MidFirst Bank ONEOK Foundation T.D. Williamson, Inc. T2M Works Tall Oak Midstream Management The Anne and Henry Zarrow Foundation Verizon Communications, Inc. Williams Companies, Inc.
“One of the ways that JA BizTown has impacted me, is that it’s shown me that students can achieve well beyond what we think they can, so let’s give them those responsibilities and those opportunities to grow. It is important because it helps students have goals and shows them that there are things out there for them to do and that they are important.” -Crystal Young, Cherokee Elementary
$5,000-$9,999 Capital One Auto Finance $3,000-$4,999 CCK Strategies, PLLC ConocoPhillips Petroleum Affordable Asphalt & Maintenance Edward & Helen Bartlett Foundation Bolander, Brenda Eide Bailly Central Bank of Oklahoma Enable Midstream Partners Cowboy Sports Properties Filstrup Family Foundation Eaton, John Gateway First Bank Gourd, Todd Hilti Grant Thornton JPMorgan Chase Great Plains Bank Larkin Bailey Foundation Grunst, Marty Matrix Service Company Hal Smith Restaurants Phillips 66 Morse & Co. Prosperity Bank Mote, Mark PwC Myers, Max Robert Half International, Inc. Peck, Randy Robinson Park Samuel’s Jewelry Design and Sonic Corp Repair State Farm Insurance Companies Simmons Bank Tulsa Parrot Head Club Stride Bank Tulsa Regional Chamber of The Consultants, Ltd. Commerce Traverse Midstream Partners Trust Company of Oklahoma TTCU Federal Credit Union Tulsa Airports Improvement Trust Tulsa Community College
“My students find JA Investor Challenge to be one of the most valuable experiences throughout the year. They come back and ask, “Can we do that again?” JA is just such a good experience for students. I highly recommend the JA Investor Challenge activity.” -Chuck Pack, Tahlequah High School
FINANCIALS
2019-2020
INCOME STATEMENT OF FINANCIAL POSITION
$1,755,878 Assets 2020 17% Cash and cash equivalents $ 545,621 Pledges receivable 240,454 Prepaid expenses 28,607 Investments 303,952 28% Pledges receivable, net - restricted 137,857 Endowment funds - restricted 534,530 Property and equipment, net 2,046,861 Total Assets $ 3,837,882
Liabilities and Net Assets 2020 Contributions & Grants In-Kind Contributions Fundraising Income Interest & Other Income Liabilities Program Income Accounts payable $ 5,080 Accrued liabilities 5,893 Notes payable 544,744 EXPENSES Total Liabilities 555,717 $2,144,154 Net Assets: Without donor restrictions 2,687,917 With donor restrictions 594,248 Total Net Assets 3,282,165
Total Liabilities and Net Assets $ 3,837,882
Program Services Fundraising Management & General LEADERSHIP
2019-2020
State Brenda Bolander Laura Mitchel Dr. Kim Boyd Jennifer Jezek BOARD OF DIRECTORS Michelle Britten Giovanni Monterroso Tasha Bury Scott Johnson Pat Piper, Board Chair Randy Chandler Max Myers Jason Butler Angela Kouplen Mark Blongewicz Chris Childress Mike Nation Dr. Stacey Butterfield Shawn Kruggel Dr. Kim Boyd John Christ Randy Peck Jay Calhoun Monte McNutt Dr. Stacey Butterfield Deano Cox Janis Reeser Sandi Calvin Wes Mitchell Duane Chalmers Jolene Curry Dr. Fred Rhodes Duane Chalmers Sara Momper Randy Chandler Nick Dell'Osso Nathan Rice David Chen Jim Morgan John Curzon Brent Douglas Dave Shiels Dave Cleveland Dr. Clarence Oliver, Jr. John Eaton Jamie Elmore Earl Stone Tony Conetta Michael Oonk Dr. Kirt Hartzler Danielle Ezell Kent Treadwell John Cook Jonathan Pinto Jennifer Jezek Becky Franklin Chuck Walworth Kevin Cooper Pat Piper Wes Mitchell Jeffrey Groves Ronda Walzer Amanda Crane Gary Provine Mark Mote David Hardy Ryan Ward Amber Deramus Lori Pumphrey Dr. Clarence Oliver, Jr. Darcie Henderson Cary Watson John Eaton Pat Selcer Dave Shiels Chad Holeman Scott Filstrup Eric Shepard Keith Johnson Tulsa Robert Franklin Dr. Lana Turner-Addison Oklahoma City Greg Jones BOARD OF DIRECTORS Dr. Deborah Gist Brian Urich BOARD OF DIRECTORS Rachel Kanady John Curzon, Board Chair Todd Gourd Dr. Jeff Wilson Mark Mote, Board Chair Patrick Karry Scott Asbjornson Marty Grunst Mike Yates Adam Albright Wood Kaufman Dr. Keith Ballard Dr. Kirt Hartzler Steve York Cinthya Allen Tosha Lackey Darryl Baskin Thomas Hay Mark Beffort Marvin Lyle Rick Bennett Isaac Helmerich Eddie Blankenship Nick Migliorino Mark Blongewicz Kelly Hewitt JAOK Staff STATE OKC REGION TULSA REGION Shannan Beeler Jo Wise Erica Irvine Brian Jackson Martha Rongey President OKC Regional Director VP of Operations Development Manager Senior Events Manager
Debbie Weierbach Tracey Beesley Robyn Brown Lisa Morgan Sarah Wenglewski VP of Administration Administrative Assistant Program Director Development Manager Administrative Assistant
Teri Clanton Terry Billen Gabby Gaither Mary Lou Robinson Christina Williams Administrative Manager Development/Events Program Manager JA BizTown Manager JA BizTown Manager
Mary Thomas Senior Program Manager CONTACT US
OKLAHOMA CITY CONNECT WITH US PO Box 57437 jaoklahomacityregion Oklahoma City, OK 73157 @jaokcity Phone: 405.235.3399 | Fax: 405.235.3147 jaokcity jaok01 junior-achievement-of-oklahoma
TULSA CONNECT WITH US 3947 S 103 E Ave jaoklahoma Tulsa, OK 74146 @jaoklahoma Phone: 918.663.2150 | Fax: 918.663.2105 ja_oklahoma jaok01 junior-achievement-of-oklahoma
www.jaok.org