Junior Achievement Summary Contact Information Nonprofit Address Junior Achievement Junior Achievement of Central Florida, Inc 2121 Camden Road Orlando, FL 32803 Phone (407) 898-2121 Fax (407) 898-3423 Web Site http://www.jacentralfl.org At a Glance IRS Ruling Year 1961 1
Statements Statements Mission Junior Achievement of Central Florida (JACF) empowers young people to own their economic success, plan for their future, and make smart academic and economic choices. Impact Accomplishments: 1) We provided financial literacy instruction for 40,023 K-12 students in 2016/2017, in 1,947 classrooms in Orange, Osceola and Seminole counties. 2) Students in some of our programs had learning gains as high as 26.8%. 3) We continue our focus on bringing our instruction to Title 1 Schools. We increased our instructional hours by 8.7% in 2016-2017 (compared to 2015-2016) and expect that trend to continue. 4) Using data gathered from learning gains measurement tools and information gathered from our Finance Park Virtual (R) program JA USA continues to ensure the instruction is relevant to our current job market and valuable to the students. Goals: 1) Junior Achievement of Central Florida's (JACF) goal is to create a stronger future workforce by preparing young people to thrive in the 21st century workplace and global economy by inspiring a passion for free enterprise and entrepreneurship and instilling an understanding of personal financial literacy. 2) Although our programs serve K-12 students, we are aiming to increase our participation in secondary programs (middle and high school). These are critical, formative years in which young people are making decisions about their future, including whether to stay in school and whether to pursue postsecondary education. 3) We aim to serve more Title I schools, as students who come from disadvantaged backgrounds are less likely to learn about the concepts and skills that Junior Achievement teaches in their homes. 4) Through enhanced technology, and the support of JA USA, we will innovate to make our programs more efficient, relevant, and meaningful to students, partners, investors, and our community. 2
Needs Get Engaged: Being a volunteer with Junior Achievement is easy. Junior Achievement provides the training, curriculum, and a classroom ready to meet you. All that's missing is your enthusiasm and life experience. You can choose to volunteer for a single school day or to a weekly visit of one hour each for five to six weeks. It all depends on the grade level of the program you choose. Invest in Central Florida Youth: The demand for Junior Achievement's programs is far greater than the resources we are currently able to provide. Your company can help JA reach more children by making a donation for just $750, you can provide relevant workforce readiness and financial literacy information to a classroom of students. The 1961 Society: As an individual, we invite you to become a member of the 1961 Society, a group of individuals who are deeply committed to our mission of empowering our young to own their economic success. The 1961 Society, a new giving society named in honor of the year that Junior Achievement of Central Florida was established. Members of the 1961 Society give $1,961 annually as an unrestricted gift. The Free Enterprise Society: The Free Enterprise Society recognizes individuals who demonstrate outstanding support in helping Junior Achievement of Central Florida inspire and prepare young people to succeed in a global economy. Membership is provided to individuals and families who have made gifts of $10,000 or more. The Heritage Society: Some faithful friends of Junior Achievement plan to support the organization beyond their lifetimes. Membership in the Heritage Society is open to all individuals who name any Junior Achievement operation(s) as a beneficiary in their will, charitable gift annuity, charitable trust, or life insurance policy. For more information on making a financial contribution to Junior Achievement of Central Florida, please contact Kathy Panter at 407-898-2121. Background Founded in 1919, Junior Achievement (JA) is the world's larges organization dedicated to educating young people abut business, economics and free enterprise in order to improve the quality of their lives. Locally founded in 1961, by a group of dedicated business leaders comprised of a small group of Rotarians, Junior Achievement of Central Florida (JACF) has delivered its programs to over two million students in the Central Florida community. CEO/Executive Director Statement My vision for JACF is to align our programs with our changing community, cultures and students. new opportunities for JA programming reflects job market availability, the need for financial stability among students and families, the opening of minds to the next great idea, and enhanced graduation rates. This will be achieved by my leadership in identifying strong partnerships throughout the community to provide opportunities for our students to connect and engage in real world experiences. Within JACF, I am building a board that is reflective of our community and constituents to ensure that our board is on point with the needs of the community and students. Changing the landscape takes time, however, we are moving in a very positive direction internally to be authentic and community focused in all that we do. This involves more partnerships to achieve the bigger picture goals of preparing our nearly 400,000 students in Central Florida to be ready to be tomorrow's workforce in the economy we are building. it also involves thinking differently and finding ways to create outcomes for our students and investors/donors. Board Chair Statement 3
Areas of Service Geographic Areas Served Areas FL - Orange FL - Osceola FL - Seminole JACF's dedicated volunteers currently deliver JA programs in three counties in Central Florida: Orange, Osceola and Seminole. Schools in our community look to Junior Achievement to provide supplemental learning experiences that help young people develop the competence, confidence, and character to make smart academic and economic decisions. Our programs are part of a community effort to improve the graduation rate, which is 80.7% in the State of Florida. Service Categories Primary Organization Type Education Secondary Organization Type Youth Development Tertiary Organization Type Public & Societal Benefit 4
Impact Goals Junior Achievement of Central Florida's goal is to create a stronger future workforce by preparing young people to thrive in the 21st century workplace and global economy by inspiring a passion for free enterprise and entrepreneurship and instilling an understanding of personal financial literacy. Although our programs serve K- 12 students, we are aiming to increase our participation in secondary programs (middle and high school). These are critical, formative years in which young people are making decisions about their future, including whether to stay in school and whether to pursue post-secondary education. Additionally, we aim to serve more Title I schools, as students who come from disadvantaged backgrounds are less likely to learn about the concepts and skills that Junior Achievement teaches in their homes. Strategies Strategic Priority: JACF will be recognized as the premier provider of innovated educational programs focused on financial literacy, entrepreneurship, free enterprise and work readiness by utilizing strategic, collaborative partnerships. To accomplish this, Junior Achievement of Central Florida is focused delivering programs to students where we can have the highest impact. Our Strategic Operating Principles are as follows: 1) Title I schools are a priority for program delivery 2) Focus on middle and high school program delivery 3) Strengthen our boards as well as corporate and school partnerships 4) Seek new opportunities to expand our premier program, the JA Academy 5) Secure funding for expansion into other markets 6) Align volunteer resource with premier program objectives 7) Develop a program for volunteer succession 8) Enhance branding and visibility Capabilities Our board of directors is currently 84% C Suite executives who personally and corporate support the organization. We also have other family foundations and individuals who support the work, and we continue to grow this base. We are securing funding for the staff needed for our next major expansion of programs. Indicators In addition to anecdotal evidence, we employ an independent educational measurement company to assess our success in some of our areas. In other areas, we measure learning gains by utilizing pre- and post-tests of all students in the programs. Progress We have served over a million students in Central Florida in the past 56 years with our general programs with learning gains as high as 26.8% in some of our programs just this past year. In our JA Academy for Leadership & Entrepreneurship, our first two graduating classes earned approximately $7.5 million in college scholarships, had 100% graduation rate, 87% college acceptance and more the 20,000 hours of community service. This school within a school" concept, the first of its kind in America, is comprised of students of whom 95% are on free and reduced lunch programs. 5
Programs Programs High School Programs Description High School Programs (9 th 12 th, 7 classroom visits for approximately 1 hour each,) Finance Park Virtual - This robust 26 week program teaching real world personal financial skills has become part of the 12th grade curriculum for all face-to-face Economics classes in Orange County Public Schools. During the 2016-2017 school year, the program expanded to Osceola County Public Schools. The program includes teacher led, volunteer led and an online simulation tool to teach the just-in-time skills needed when students graduate from high school. It also satisfies state legislated personal finance requirements. Business Ethics:Fosters students ethical decision-making as they prepare to enter the workforce and take part in the global marketplace. Careers with a Purpose:Introduces students to the importance of seeking careers that help them realize their life potential and noble purpose. Success Skills:Develops students interpersonal effectiveness and problem-solving skills necessary for the workplace. Job Shadow:Provides engaging, academically enriching, and experiential learning sessions in work-readiness, education, and career perspectives. Personal Finance:Demonstrates the importance of making wise financial decisions: budgeting, credit, protecting your identity, insurance and investments.five required, volunteer-led sessions. Success Skills:Develops students interpersonal effectiveness and problem-solving skills necessary for the workplace. 12 th - Economics:Examines the fundamental concepts of micro-, macro-, and international economics. 12 th - Titan:Introduces critical economics and management decisions through an interactive Web-based simulation Class Code Class Sub Code Population Served Education, General/Other Educational Programs Adolescents Only (13-19 years) General/Unspecified At-Risk Populations Budget $179,300.00 6
Long Term Success The 21st-century workplace is demanding, requiring sophisticated skills, a strong work ethic, professionalism and personal responsibility. JA gives students the tools they need to create personal financial and economic security and success. But Junior Achievement does even more; it provides an advanced skills set, including critical thinking, effective teamwork, and leadership, that enables Junior Achievement participants to grow, thrive and produce in many critical areas of their lives. The goal of the 2010 Junior Achievement Alumni Retrospective Survey was to gauge JA alumni s levels of skill-based confidence in this 21stcentury work arena, as compared to those who did not participate in Junior Achievement. Across the board, JA graduates reported more confidence in succeeding with work-readiness objectives, such as personal money management, acing a job interview, and demonstrating a competitive edge on the job. Research shows that increased confidence in one s ability leads to sound decision-making, determination, action, and healthy risk-taking. The results of this Alumni Survey illustrate the self-assurance and abilities that JA alumni are using to build a solid foundation of financial security and career accomplishment that will benefit the world economy. At JACF we also utilize pre and post testing tools, and have learning increases of 10-35% in the subject matters. Short Term Success Program Success Monitored By Examples of Program Success Middle School Programs Description 6 th - Global Marketplace:Provides practical information about the key aspects of the global economy, what makes a global economy work, what makes world trade work, and how trade affects students daily lives. 7 th -JA It s My Future provides practical information about preparing for the working world. Students learn about career clusters, high-growth jobs, career planning, and creating a personal brand. And, through a scavenger hunt, they are introduced to the basic aspects of job hunting. 8 th - Economics for Success:Explains the economic benefits of an education, the costs of dropping out of school and career exploration. AmericaWorks:Provides students with examples of how business and entrepreneurship affected the economic development of the United States during the 19 th century. Class Code Class Sub Code Population Served Education, General/Other Educational Programs K-12 (5-19 years) At-Risk Populations General/Unspecified Budget $163,350.00 Long Term Success JACF utilizes pre and post tests to measure learning gains, with 10-30% learning gains. Short Term Success Program Success Monitored By Examples of Program Success 7
Elementary School Programs Description Elementary School Programs (5 classroom visits ) Kindergarten Ourselves:Students are introduced to basic personal economic issues and the role individuals play as workers, consumers, and family members. 1 st - Our Families:Students learn about the role of families in the local economy, their jobs, and their economic needs and wants. 2 nd - Our Community:Students take part in activities that demonstrate the responsibilities and opportunities available to residents in their economic community. 3 rd - Our City: Students conduct business operations, make city-planning decisions, and examine economic development issues. 4 th - Our Region:Students learn about state economies, the economic resources of regions, and decisions businesses must make. 5 th - Our Nation:Students will understand that businesses need individuals with skills that are in demand in the workplace. They will learn about entrepreneurship, as well as the different types of resources needed in business production. Class Code Class Sub Code Population Served Youth Development, General/Other Youth Development, General/Other K-12 (5-19 years) General/Unspecified At-Risk Populations Budget $1,127,500.00 Long Term Success Short Term Success Program Success Monitored By Examples of Program Success 8
Junior Achievement Academy - one of a kind magnet program at Oak Ridge High School Description The Junior Achievement Academy for Leadership and Entrepreneurship at Oak Ridge High School, graduated its inaugural class in May 2016. The school focuses on teaching students leadership and entrepreneurial skills through an integrated and challenging high school curriculum. Building on our unparalleled partnerships with community leaders, Junior Achievement has joined with Orange County Public Schools to create an exceptional high school experience that prepares students for leadership and entrepreneurial success. In today s global economy, it s more important than ever for students to graduate high school with an advantage whether they are planning to go to college or enter the workforce. As a school-within-a-school program, the JA Academy focuses on building economic acumen and leadership talents, while also teaching an entrepreneurial approach to enhance business and community services. The following concepts are integrated through the curriculum and its related activities: - Entrepreneurship - Leadership - Free Enterprise - Accountability - Ethics - Social Responsibility - Careers - Individual Responsibility - Democracy - Service - Communication This magnet program provides a fully accredited, four-year academic program that meets or exceeds state and local district requirements. As part of the JA Academy, students are required to participate in job and college shadowing experiences, as well as complete a minimum of 75 community service hours during their high school career. Class Code Class Sub Code Population Served Class of 2016 Accomplishments: 99 graduates; 83 accepted into college or pursuing a military career Over $4 million in scholarship offers 18 of the top 20 graduates at Oak Ridge High School were JA Academy students Over 10,000 hours of community service Education, General/Other Educational Programs Adolescents Only (13-19 years) Families K-12 (5-19 years) Budget $400,000.00 Long Term Success The JA Academy will help students learn and master leadership and entrepreneurial knowledge and skills through a broad, integrated, challenging, and engaging high school curriculum leading them to a higher education and work opportunities as competent, ethical, curious, confident and caring individuals. The comprehensive development of the student will revolve around experience, interaction and involvement with educators, business volunteers, mentors, guest expert speakers, community services and families. 9
Short Term Success The JA Academy's curriculum will incorporate and integrate learning themes, consistent with its vision, mission and goals, into all courses. Students will remain engaged and graduate with a JA Academy Certification in Leadership and Entrepreneurship. Program Success Monitored By Examples of Program Success Establishing and identifying measurement baselines in the first year. Independent measurements have been gathered each year, showing successes such as Academy students have an average of one full point higher GPA than their counterparts, and most belong to the National Honor Society. As we graduation our first class of students, we will be able to report their college acceptance rates, aggregate GPA's, SAT & ACT scores, that are anticipated to allow every graduate the scholastic capability of entering college or technical school of their choosing. CEO Comments We need your help to meet the demand for our programs. Your participation helps us bring the JA experience to more schools and students in our community. Junior Achievement makes volunteering fulfilling, with flexible scheduling options. Our curriculum provides everything you need to make participation in JA interactive and engaging for students. With our anticipated growth in middle and high school programs, in alignment with our strategic plan, we have a high demand for business volunteers. Our curriculum is being reimagined in all middle and high school programs, and these significant improvements to insure programs are relevant in today's environment had placed an increase in demand within the school district. We have the curriculum that meets the need, and need volunteers and appropriate funding to fulfill the need. 10
Governance Board Chair Board Chair Ms. Lillian Garcia Company Affiliation Tupperware Brands Term 2016 to 2018 Board Members Name Affiliation Status Mr. Steven Alch Merrill Lynch Wealth Management Voting Ms. Joyce Bagwell Siemens Energy, Inc. Voting Mr. John M. Batcho SVP Voting Mr. Adrian Bennett Publix Mr. Bud Bennington Shutts & Bowen LLP Voting Mr. Derryl O. Benton HMSHost Voting Mr. Charles T. Brumback Jr. Akerman Senterfitt Voting Ms. Vivian Bryant Orlando Housing Authority Voting Ms. Christine Callahan Ms. Catherine Carlson Orlando Magic Voting Mr. Chris Carmody Ms. Michelle Cinder GrayRobinson CNL Mr. Robert G. Clements Office of the Attorney General Voting Mr. Daniel P. Cockerell Walt Disney World Co. Voting Mr. James B. Cross Cross, Fernandez and Riley LLP Voting Mr. Steven S. Davis WELBRO Building Corporation Voting Mr. Sean DeMartino Balfour Beatty Construction Voting Ms. Diane DiFebbo CliftonLarsonAllen Ms. Cheryl Fitch Aon Hewitt Voting Mr. Timothy J. Flynn Universal Parks & Resorts Voting Mr. Phillip Z. Fretwell Protiviti, Inc. Voting Ms. Lillian Garcia Tupperware Brands Corporation Voting Dr. Josef Ghosn Florida Hospital Voting Mr. Timothy M. Gomez Dixon Ticonderoga Company Voting Mr. Walt Griffin Seminole County Public Schools Voting Ms. Christine Hill PricewaterhouseCoopers Voting Ms. Hazel Hughes Houghton Mifflin Harcourt Voting Mr. Marlin Hutchens Walgreens Co. Voting Mr. Fred R. Kittinger Jr. University of Central Florida Voting Mr. John Klumph Salt Pond Enterprises Voting Ms. Meredith E. Level Mr. Scott MacLeod Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Greenberg Traurig LLP 11 Voting Mr. Tom McAleavey Holland & Knight LLP Voting
Mr. Tim Myers Seaside National Bank & Trust Voting Ms. Pamela Nabors CareerSource Central Florida Mr. Robert Newland Newland Associates Voting Ms. Jean Nowry Massey Services, Inc. Voting Ms. Dianne Owen Fairwinds Credit Union Voting Mr. Michael E. Pattillo Ernst & Young LLP Voting Ms. Shameeka Quallo Mr. Jon Reitz Ladies Professional Golf Association Walgreens Voting Mr. Charles A. Ritter KPMG LLP Voting Mr. Steven Rivers Austin Commercial Voting Mr. Christopher Rolle Jr. Branch Banking & Trust Voting Mr. Martin A. Rubin Smart City Voting Mr. Jeff Seidl Brown & Brown of Florida, Inc. Voting Dr. Landon Shephard Valencia College Ms. Kristie Svetics Regions Bank Voting Mr. Larry Walker Newgate Business Solutions Voting Mr. Scott Wall PNC Financial Services Group Voting Mr. Thomas White UPS Voting Mr. Michael Williams Wells Fargo Bank Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 0 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 0 Female 0 Not Specified 0 Governance Board Term Lengths 3 Board Term Limits 0 Board Meeting Attendance 0% Number of Full Board Meetings Annually 0 Percentage Making Monetary Contributions 0% Percentage Making In-Kind Contributions 27% 12
Standing Committees Audit, Compliance and Controls Development / Fund Development / Fund Raising / Grant Writing / Major Gifts Executive Finance Investment Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Strategic Planning / Strategic Direction Volunteer Comments 13
Management CEO/Executive Director Executive Director Email Ms. Kathy Panter kpanter@jacentralfl.org Experience Kathy Panter serves as President of Junior Achievement of Central Florida. Prior to joining Junior Achievement of Central Florida, Inc., in February 2014, Kathy Panter was the Vice President of Investor Relations at the Central Florida Partnership. In high school, Kathy was a "JA Kid" in the Company Program in her hometown of Decatur, Alabama, learning sound financial literacy principles. Coming full circle, her work with entrepreneurship, workforce development, and free enterprise at the Central Florida Partnership uniquely qualifies her to work with our students, as well as business and community volunteers. Kathy's background in international trade, retail operations and the transportation industry has served her well in understanding the needs of the expanding numerous civic organizations in Central Florida. Kathy is a graduate of the University of South Alabama with a bachelor's degree in International Marketing, and the Crummer Management Program at Rollins College. Former CEOs Name Term Mr. Gary R. Blanchette Jan 2006 - Sept 2010 Craig E. Polejes Jan 2011 - Aug 2013 Senior Staff Ms. Kathy King Title Vice President of JA Academy & Finance Park Virtual Experience/Biography Mr. Greg Fagan Title Experience/Biography Vice President of Finance and Administration Greg Fagan serves as Vice President of Finance and Administration of Junior Achievement of Central Florida. JACF partners with school districts across Central Florida to teach financial literacy to approximately 50,000 students in Kindergarten through twelfth grade. Working together with our generous supporters, Junior Achievement of Central Florida provides an avenue by which the state mandated financial literacy standards can be taught at zero cost to the ever stretched budget dollars of local schools. Staff Full Time Staff 0 Part Time Staff 0 Volunteers 0 Contractors 0 Retention Rate 52% 14
State Information State Charitable Solicitations Permit? Yes Jan 2017 State Registration Yes Feb 2017 15
Plans & Policies Plans and Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? No Yes Years Strategic Plan Considers 5 Date Strategic Plan Adopted June 2015 Collaborations State Volunteers play a key role in bringing Junior Achievement to life. By sharing your personal and professional experiences and skills with students from your community, you help them make the connection between what they are learning in school and what they JACF is committed to the concepts of partnerships. In addition to the five school districts in the counties we serve, we enjoy partnerships with theuniversity of Central Florida, The City of Orlando, Florida Citrus Sports, YMCA,Rollins Collegeand the Urban League to name just a fe Affiliations Affiliation Year Junior Achievement Worldwide 1961 Awards Award/Recognition Organization Year Presidents Gold Service Award Points of Light 2013 16
Financials Fiscal year Fiscal Year Start July, 2016 Fiscal Year End June 30, 2017 Projected Revenue $2,630,415.00 Projected Expenses $2,590,648.00 Endowment Value $0.00 Percentage 0% Detailed Financials Revenue and Expenses Fiscal Year 2015 2014 2013 Total Revenue $1,866,390 $1,992,231 $1,931,677 Total Expenses $1,800,751 $1,877,136 $2,239,722 Revenue Sources Fiscal Year 2015 2014 2013 Foundation and Corporation $0 $492,282 $742,221 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $896,432 $384,572 $184,839 Indirect Public Support $0 $0 $0 Earned Revenue $0 $0 $0 Investment Income, Net of Losses $71,690 $108,199 $76,494 Membership Dues $0 $0 $0 Special Events $721,926 $696,866 $590,330 Revenue In-Kind $129,104 $456,393 $364,015 Other $47,238 $13,894 $133,051 17
Expense Allocation Fiscal Year 2015 2014 2013 Program Expense $1,449,491 $1,532,381 $1,790,754 Administration Expense $202,160 $221,960 $288,054 Fundraising Expense $149,100 $122,795 $160,914 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses 1.04 1.06 0.86 Program Expense/Total Expenses 80% 82% 80% Fundraising Expense/Contributed Revenue 9% 8% 11% Assets and Liabilities Fiscal Year 2015 2014 2013 Total Assets $2,100,664 $2,081,443 $1,804,236 Current Assets $1,002,338 $987,242 $667,533 Long-Term Liabilities $240,958 $250,958 $154,000 Current Liabilities $361,974 $100,832 $54,421 Total Net Assets $1,738,690 $1,729,653 $1,595,815 Short Term Solvency Fiscal Year 2015 2014 2013 Current Ratio: Current Assets/Current Liabilities 2.77 9.79 12.27 Long Term Solvency Fiscal Year 2015 2014 2013 Long-Term Liabilities/Total Assets 11% 12% 9% Top Funding Sources Fiscal Year 2015 2014 2013 Top Funding Source & Dollar Amount Foundations, Corporations and Individuals $896,432 Special Events $696,866 Foundations, Corporations $742,221 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Special Events $721,926 In-Kind $129,104 Foundations and Corporations $492,282 Inkind Revenue $456,393 Special Events $590,330 Inkind Revenue $364,015 Capital Campaign Goal 0 Comments Organization Comments By focusing on education, economic and youth development, JA programs contribute to the vitality of our community and the availability of a well-educated workforce. Your support of Junior Achievement provides a visible and meaningful demonstration of your organization s commitment to youth in our community. You are helping students develop the competence, confidence, and character needed to compete in today s global economy. Your financial and volunteer support for Junior Achievement will allow us to provide a JA experience for more students we need your help to meet the demand for our programs. Our turnkey volunteer experience can support leadership development and employee morale. 18
Foundation Comments Financials figures taken from 990s and audits. 990s and audits are reconciled. The in-kind contribution revenue includes donated services and use of facilities as reported on the IRS Form 990 and is not included in total revenue. Endowment is held at the Community Foundation of Central Florida. Additional endowment valued at $1,057,073 is held by the JA Foundation, the income from that endowment is available for use by JA. 19
Disaster Plans Disaster Plans Organization is a member of Voluntary Organizations Active in Disaster (VOAD)? No Created 01.23.2018. Copyright 2018 Central Florida Foundation 20