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2 012 Empowering Young People to Own Their Economic Success

“With your help I can get a job. Without your help I don’t know what I would have done.” James Madison Academic Campus Student

For the first time in our organization’s history, Junior Achievement volunteers, classroom teachers and staff delivered over one million hours of hands-on, economic learning experiences to Wisconsin students. This is a truly remarkable commitment to the future of our students, our communities and our state.


A message from our Chairman and President Dear Friends and Supporters: Junior Achievement’s mission of inspiring and preparing young people to succeed in a global economy has never been more relevant than during this challenging time of economic upheaval and uncertainty. Yet, developing financially responsible, workforce-ready and entrepreneurially savvy generations to help grow our country’s economy requires a strategic and sustained approach. Your support is especially meaningful and greatly appreciated. Despite a challenging environment, the continued support of our education and business partners enabled Junior Achievement to provide a record level of programming across the state.

Recent national research by The Bridgestone Group and the Goizueta Foundation affirmed the value of JA programs at all grade levels in supporting drivers and indicators identified as key to high school graduation. During the coming years, we will seek to expand this high dosage program delivery approach, called JA Graduation Pathways™, in order to help empower more young people to make smart academic and economic decisions, and take greater control of their own economic success. Graduation rates and many other critical student issues are rapidly becoming broader societal issues that are challenging our state’s ability to compete on a national and global level. JA is aligning our programming to provide greater support of those issues, while staying true to our core mission-related pillars of work readiness, entrepreneurship, and financial literacy. As we reflect back on the past year, there is much to celebrate. However, we will continue to move forward with the sense of urgency and importance that Junior Achievement’s mission demands. Thank you for your support!

Tim Greinert President Junior Achievement of Wisconsin

Ted Crandall SVP & Chief Operating Officer Rockwell Automation Chairman of the Board Junior Achievement of Wisconsin

STATEMENT OF OPERATIONS Junior Achievement programs teach young people work readiness, entrepreneurship and financial literacy. Working within these same principles, JA maintains fiscal responsibility in all that we do. As we uphold the integrity of our organization in this way, we model this behavior for our young people and honor the expectations of our donors.



To ensure we remain on target, we compare program implementation and outcomes against our financial bottom line on an annual basis.




The Revenue Chart shows the means through which our organizational revenue is obtained. Most of our revenue is from the private sector: through corporations, individuals and foundations. The Expenses Chart illustrates that for every dollar raised, more than 88 cents is allocated to JA programming and the students we serve. (According to the National Charities Information Bureau, JA exceeds their philanthropy minimum guideline by 28%.) We remain committed to diligently managing our resources and to our philanthropic community in fulfilling each donor’s intent. Please know that an audited financial statement is available upon request.

4% 7%

4% 8%

66% Contribution 23% Events [net] 4% Investments/Endorsements 7% Other

88% Program 4% General/Admin 8% Fund Raising

Annual Review 2012


WHAT EDUCATORS WILL TELL YOU 95% of teachers report that students who participate in JA have a better understanding of how the real world operates. 96% of teachers agreed or strongly agreed that they would recommend JA to a colleague or friend.

WHAT VOLUNTEERS WILL TELL YOU 98% of volunteers find their experience rewarding and fulfilling. 83% of volunteers say that JA increases student understanding of the importance of staying in school. A majority of volunteers reported developing personal skills or improving existing job skills, while some volunteers realized job-related skill development or relationship gains through JA.

WHAT JA STUDENTS WILL TELL YOU 92% of JA alumni say being a JA student positively affected their future. 3

Junior Achievement of Wisconsin

Junior Achievement has a beneficial impact on students’ attitudes and knowledge base, which they take with them into the world of work and personal responsibility.

High School Programs: Connecting education to the world of work! Through the variety and depth of JA high school programs, students gain a practical and realistic perspective of handling their finances, understanding the economy, and managing educational and career choices. JA high school students experience interactive programs where they practice concepts hands-on, such as forming mini-companies or competing with one another in a computerized economy. Through these activities, concepts are easier to comprehend when students visualize firsthand how the economy works.

Junior Achievement programs begin in elementary school and continue through high school. Our programs help students see the connection between what they learn in school and the working world. Elementary Programs: Engaging, age appropriate, and fun! Junior Achievement elementary school programs include gradespecific lesson themes for kindergarten through fifth-grade students. Elementary school programs teach students the basic concepts of business and economics and show young people how education is relevant to the workplace.

Elementary School Students learn how they can impact the world around them as individuals, workers and consumers.

Middle School Programs build on principles from the elementary school programs and expand global awareness.

High School Programs help students make informed, intelligent decisions related to financial planning, educational opportunities, career possibilities and more!


Middle Grade Programs: Motivating students to learn and succeed! Junior Achievement middle grade programs help students recognize education as a key to success and realize the importance of education and staying in school. Students are introduced to in-depth economic concepts and the world of work. Elementary School JA Ourselves ™ JA Our Families ™ JA Our Community ™ JA Our City ™ JA Our Region ™ JA Our Nation ™ JA BizTown ® JA Capstone JA More than Money ® JA Afterschool Middle School JA America Works ® JA Economics for Success ® JA Finance Park ® JA Capstone JA Global Marketplace ® JA It’s My Business! ® JA Afterschool High School JA Banks in Action ® JA Be Entrepreneurial ® JA Business Challenge JA Capstone JA Business Ethics ® JA Careers with a Purpose ® JA Company Program ® JA Economics ® JA Excellence through Ethics, Ethics in Action JA Exploring Economics ® JA Job Shadow ™ JA Capstone JA Personal Finance ® JA Success Skills ® JA Titan ®

Annual Review 2012


INSPIRATIONAL HIGHLIGHTS A record number of 6,777 volunteers gave their time and talents this year to nearly 166,400 students in Wisconsin.

166,399 students in Wisconsin benefited from Junior Achievement during the 2011/2012 school year. Austin White-Pentony receives the Young Entrepreneur Award from Keith Burns, Ernst & Young LLP.

Empowering Young People to Own Their Economic Success! A record number of 166,399 students benefited from Junior Achievement during the 2011/2012 school year. For the first time, JA of Wisconsin reached the milestone of one million contact hours with students during the school year. This includes classroom-based programs as well as JA Capstone programs-JA BizTown® and JA Finance Park®. In its inaugural year, 7,500 students across Wisconsin participated in a JA Capstone experience, combining practical applications with general principles learned in the classroom.

JA USA became a legal, separate entity from Junior Achievement Worldwide. JA Worldwide is proud to provide programming for students all over the globe.

Ingenuity Earns Austin White-Pentony 2012 Young Entrepreneur of the Year Honor. Mad Town Phone Sales was inspired in 2011 by a broken cell phone and a limited budget. The self-taught entrepreneur from Fitchburg has since purchased, repaired and sold hundreds of cell phones worldwide through online auction. This year he is expected to sell $300,000 in cell phones and net $50,000 while he pursues his degree in Supply Chain Management from the University of Minnesota. He works from new office space being sublet from fellow 2007 Young Entrepreneur Casey Profita!

Record Number of Volunteers! The success of Junior Achievement programs is driven by the dedication of our volunteers. Last year alone, volunteer participation grew by 10%. Thank you to the 6,777 individuals who gave their time and philanthropic efforts to JA in order to make our future Wisconsin a better place to live and work.

JAWA Awards Scholarships! Each year the Junior Achievement Women’s Association awards scholarships to high school program participants, high school program volunteers, and college program volunteers. This past year, $30,000 in scholarships were granted to 10 individuals! In addition, Peter Xiong was the recipient of $3,000 towards post secondary education from the newly created Maria Schreyer Scholarship, in honor of her many years of dedication to Junior Achievement.

Junior Achievement of Wisconsin was one of 17 recipients honored with the 2011 Governor’s Council on Financial Literacy Award. The winners were recognized for their work to advance the cause of personal financial knowledge among Wisconsin citizens. There were 45 nominations made with screening criteria that included innovative implementation, demonstrated measureable results and collaboration with partners. Congratulations to our teachers, volunteers, and board members who are working across the state to empower young people to own their economic success!

Junior Achievement continues its evolutionary process of becoming a truly global organization. In July 2011, Junior Achievement USA™ was created as a separate legal fiduciary entity from JA Worldwide™. The plan establishes Junior Achievement USA as the Regional Operating Center for the United States and joins with the other JA Worldwide Regional Operating Centers in the Americas, Africa, Asia/Pacific, Europe and the Middle East to oversee the growth and development of Junior Achievement around the world.


Junior Achievement of Wisconsin

Brian Lauscher and Philip Nelson from Aushwaubenon High School in Brown County receive their Wisconsin JA Business Challenge championship award from Laura Conklin, Vice President-Business Consulting, ACUITY. Target and Junior Achievement in Racine joined forces to bring 300 area students to SC Johnson Elementary School for JA in a Day.

Phoenix University volunteers (l to r) Michael Bevis, Ron Howard, Brett George, Karin Clark, Mike Mathison and Brittany Hanson were part of an effort to bring JA Personal Finance to Madison high school students.

Alliant Energy Foundation grant provides for JA programming in 7 Wisconsin counties.

Inferno turned up the heat at the Wisconsin JA Business Challenge. The two-person team from Aushwaubenon High School strategized the most successful operation of a virtual on-line business using the JA Titan program. Competing against 56 other students from around the state, they took home the coveted title, trophies and scholarships for their winning efforts. Thank you to ACUITY in Sheboygan who hosted and sponsored the event.

More than 600 people turned out for Gordy’s County Market “Uncorked” event to benefit Junior Achievement. The event was held at the Heartland Aviation hangars in Eau Claire and raised $38,000. Artisan cheeses, sushi, seasonal beers and more than 150 wines were among the tasting fare. Gordy’s and the Schafer family were recognized as the 2012 Eau Claire Small Business of the Year and are proud to support Junior Achievement and business and entrepreneurship education.

JA improves financial literacy for high school seniors in Madison. Junior Achievement and James Madison Memorial High School, partnered with 27 volunteers representing the financial services industry throughout Dane County, to present JA Personal Finance to the senior class; 281 students participated. Evaluations of the program reflected an increased understanding of the concepts of investing and credit, along with additional learning gains in budgeting and insurance concepts.

Target and Junior Achievement in Racine team up to teach kids money matters. Sixty red-shirted Target employees from Southeastern Wisconsin and Northern Illinois participated in JA in a Day at SC Johnson Elementary School to teach kids valuable and lasting lessons about money. More than 300 students from kindergarten through fifth grade not only benefited from the program lessons, but received boxes overflowing with much needed school supplies.

Junior Achievement is part of an effort to prepare students to manage the challenges and opportunities of life. JA worked in partnership with the Oshkosh Chamber of Commerce, middle school teachers, and business volunteers to deliver a two-part program: JA Economics for Success, to learn money management, and JA Job Shadow, to explore career interests. Over 500 eighth graders were taught the concepts and then visited Oshkosh worksites where they were able to see first-hand how their education relates to the world of work.

The Alliant Energy Foundation awarded a grant in the amount of $19,500 to support the implementation of JA programs in 7 counties including Dane, Sheboygan, Portage, Wood, Shawano, Rock, and Monroe. The Alliant Energy grant will enable JA to serve nearly 40 classes and more than 800 students throughout Wisconsin. Alliant Energy employees also volunteered to teach classes throughout the state.

Annual Review 2012



JA BizTown® and JA Finance Park® : innovative, interactive and transformational

Junior Achievement has recognized the need for increased opportunities for youth to acquire and practice the skills they will need to be prepared for the future. In collaboration with business professionals, community leaders, and educators, Junior Achievement has addressed this need through JA BizTown and JA Finance Park—programs that create deeper impact for elementary, middle and high school students. In its inaugural year, 7,500 students across Wisconsin participated in a JA Capstone experience in which they combined practical applications with general principles learned in the classroom. JA BizTown Young people learn by doing and in JA BizTown, 5th and 6th grade students actively participate in learning opportunities regarding personal finance, work readiness and entrepreneurship; real rather than imagined experiences. Through classroom instruction and active, all-day participation in a simulated community, students create business plans, apply for business loans, and create marketing campaigns. Students run all aspects of a market-driven economy including: • • •

Determining the pricing of goods and services they sell Practicing responsible citizenship by voting and paying taxes Adjusting business strategies to achieve success

JA Finance Park JA Finance Park is an economics education program that introduces personal financial planning and career exploration. Middle and high school students learn basic components of a personal budget, explore investment options and practice how to prioritize spending. At the culmination of the program, students visit JA Finance Park to put into practice what they’ve learned about economic options and the principles of budgeting. Assisted by trained volunteers, students have the opportunity to actually develop and commit to a personal budget. JA Finance Park objectives are to: • • •

Help students think creatively, analyze tasks, and solve problems Encourage students to develop and demonstrate personal responsibility for learning and self-management Help students understand the value of money and make the connection between hard work, education, and their future earnings.

JA CAPSTONE PROGRAMS... CHANGING LIVES ONE STUDENT AT A TIME 93% of students said JA Finance Park has prepared them for their future. After participating in JA BizTown, 77% of students have a better idea of what they want to be when they grow up.


Thank you to these corporate supporters who demonstrated exceptional financial commitment this year. These dedicated businesses provide the funding required to empower young people to own their economic success. Figures are based on combined annual operating, in-kind and event contributions. Diamond Level (over $100,000) Junior Achievement Women's Association Kohl's Cares Rockwell Automation Emerald Level ($50,000 -$99,999) ADAMM-Automobile Dealers Assoc. of Mega Milwaukee BMO Harris Bank Johnson Controls, Inc. Joy Global Koss Corporation ManpowerGroup U.S. Bank Walmart

Ruby Level ($25,000 -$49,999) ACUITY Associated Banc-Corp Briggs & Stratton Corporation Caterpillar CBM Credit Education Foundation, Inc. Cellcom/Nsight GE Healthcare Gordy’s County Market Harley-Davidson, Inc. Janesville Sand and Gravel/ Lycon Chase Judd S. Alexander Foundation Kimberly-Clark Corporation Miller Electric Mfg. Co. Pieper Electric S.C. Johnson A Family Company Tamarack Petroleum Co. Inc. The Karma Group, Inc. Thrivent Financial for Lutherans Foundation Twin Disc, Inc.

Sapphire Level ($15,000 -$24,999) AAA AirTran Airways Alliant Energy Foundation American Family Insurance AT&T Wisconsin Best Buy Children's Foundation Deloitte Dudley Foundation, Inc. Ernst & Young LLP FedEx FIS Heartland Advisors, Inc. Journal Communications Karl's Event Rental Midwest Communications, Inc. Oshkosh Area Community Foundation Sam's Club Foundation Schenck SC The Marcus Corporation We Energies Wells Fargo Weyers Family Foundation, Inc.

FREE ENTERPRISE SOCIETY The Free Enterprise Society provides national recognition of individuals for their personal gift of at least $10,000 for July 1, 2011 - June 30, 2012. We honor this group for their commitment. Margaret and Keith Burns Anne and Theodore D. Crandall Susan and James Davis Christopher Doerr Kathy and James H. Fuchs Jody and Mark F. Furlong Katherine D. and Thomas J. Hauske, Jr. Sarah and Jeffrey A. Joerres Mary and Ted D. Kellner Madeleine and David Lubar Mary Vandenberg and Keith R. Mardak Patricia B. and Daniel F. McKeithan, Jr. Linda T. and John A. Mellowes Marian and William J. Nasgovitz

Nicholas Family Foundation Jane and Keith Nosbusch Wayne C. Oldenburg Diane Pellegrin Suzanne and Richard Pieper Family Foundation Sylvia and Jonas Prising Holly and Brad Schlossmann Nancy and Guy Smith Mary and John Splude Ann and Richard F. Teerlink Yvonne and James Ziemer Anna Zuckerman Joseph Zvesper

HERITAGE SOCIETY The Heritage Society is open to anyone who wishes to include Junior Achievement of Wisconsin in their estate plan. We wish to thank these benevolent and caring friends who are helping to build a strong future for Junior Achievement through their generosity. Janelle Damon Susan and Russ Darrow Suz and Jeff Delahaut Mona and Ted Fox

Susan Fronk and William Thiel Kathy and James H. Fuchs Nancy and John C. Koss, Sr. Barbara A. Stein

MILESTONE VOLUNTEER PROVIDERS Junior Achievement salutes our dedicated business and community volunteers who so generously give of themselves in the classroom. Their impact on the students is immeasurable and offers a rich learning experience. Thanks to these incredible volunteers and to the companies at which they work and institutions they attend. Diamond Level (150 or more volunteers or classes taught) BMO Harris Bank GE Healthcare Johnson Controls, Inc. U.S. Bank Emerald Level (100-149 volunteers or classes taught) Associated Banc-Corp Carroll University Kimberly-Clark Corporation Kohl's Department Stores Miller Electric Mfg. Co. Ruby Level (50-99 volunteers or classes taught) Deloitte FIS Greenheck Fan Corporation Harley-Davidson, Inc. Humana Inc. ManpowerGroup Rockwell Automation S.C. Johnson - A Family Company Wells Fargo Sapphire Level (35-49 volunteers or classes taught) American Family Insurance Group Ameriprise Auto & Home Insurance Brady Corporation Chase Community First Credit Union Joy Global North Milwaukee State Bank RCU Sargento Foods, Inc. Schneider National Target Thrivent Financial for Lutherans UnitedHealthcare US Army National Guard and Reserves Wheaton Franciscan

Annual Review 2012


WISCONSIN BUSINESS HALL OF FAME Induction Ceremony and Benefit Dinner The Wisconsin Business Hall of Fame™ Induction Ceremony recognizes and honors the professional accomplishments of visionary businessmen and women who have shaped the economic landscape of Wisconsin.

Clair Miller Krause accepting for Laureate Frederick C. Miller

Laureate Ron Wanek

On April 19, 2012, over 450 distinguished business people from around the state gathered for this year’s ceremony at the Pfister Hotel in Milwaukee to recognize the 2012 distinguished inductees:

2012 Laureates Frederick C. Miller, Miller Brewing Company Daniel Spalding, School Specialty Frederick Stratton, Jr., Briggs & Stratton Corp. Ron Wanek, Ashley Furniture

Martha Spalding accepting for Laureate Daniel Spalding

Laureate Frederick Stratton, Jr.

Thank you to all of this year’s honorees, sponsors and guests for coming together to celebrate the achievements of these icons of business.

Distinguished Executive Award Joe Bartolotta The Bartolotta Restaurants

Peak Performer Award Peggy Williams-Smith Marcus Hotels & Resorts

Associate Sponsors

Presenting Sponsor

Reception Sponsor

Award Sponsors

Young Entrepreneur of the Year Award Austin White-Pentony Mad Town Phone Sales

Save the Date Thursday, April 18, 2013


Junior Achievement of Wisconsin

Wisconsin Business Hall of Fame Induction Ceremony and Benefit Dinner Pfister Hotel, Milwaukee

STATE OVERVIEW Junior Achievement of Wisconsin has 13 districts including the headquarters in Milwaukee. Each district sets its own budget, operates autonomously, is staffed locally and is guided by a local Board of Directors. This blend of local control and state support has allowed Junior Achievement of Wisconsin to successfully reach thousands of students annually.

North Central District

Shawano County

Portage & Wood Counties Coulee Region District

Brown County

Fox Cities & Oshkosh East Central District


These offices are operated by offices other than JA of Wisconsin

2011-2012 Students: Schools: Classes:

Northwest District

Dane County Metro Milwaukee

166,399 1,071 7,917

Rock County

Racine County Kenosha County

Brown County Robert Warpinski, Board Chair IBM Corporation

East Central District Karl Linck, Board Chair Sargento Foods, Inc.

Northcentral District Donna Staples, Board Chair Peoples State Bank

Racine County Patricia Hatem, Board Chair Sealed Air, Inc.

Laura Bilotti, Director 920.336.1444

Angelia Neumann, Director 920.458.0007

Denese Mace, Director 715.842.1056

Debra Truckey, Director 262.638.4338

Students Schools Classes

Students Schools Classes

Students Schools Classes

Students Schools Classes

12,128 78 573

7,939 51 372

10,394 59 512

Coulee Region District Kay Buck, Board Chair Guaranteed Rate

Fox Cities and Oshkosh George Brownell, Board Chair Plexus Corporation

Northwest District Bob Ayres, Board Chair River City Transport, LLC

Tami Satre, VP Statewide Operations 608.789.4777 or 715.552.1904

Patti Warmenhoven, Director 920.882.0773

Susan Effinger, Director 715.835.5566

Students Schools Classes

Students Schools Classes

Students* 3,283 Schools* 30 Classes* 156 *includes LaCrescent, MN Dane County Betty Bergquist, Board Chair American Family Insurance Group Charlene Mouille, Director 608.288.8201 Students Schools Classes

9,447 84 489

20,510 138 964

Kenosha County Marcia Cassiani Director of Operations 920.882.0773 Students Schools Classes

197 6 9

Metro Milwaukee Ted Crandall, Board Chair Rockwell Automation

17,101 113 903

Portage & Wood Counties Richard Blue, Board Chair Associated Bank Denese Mace, Director 715.345.1104 Students Schools Classes

3,758 36 188

6,701 40 303

Rock County Patrick Lyons, Board Chair Janesville Sand & Gravel/ Lycon Charlene Mouille, Director 608.754.8760 Students Schools Classes

2,887 24 133

Shawano County Melissa Moore, Board Chair Employment Options Inc. Diane Heikes, Director 715.524.8384 Students Schools Classes

2,755 12 146

Annual Review 2012


Tim Greinert, President 414.577.3800 Students Schools Classes

69,683 400 3,185

“JA helps

reinforce the reality that learning is a lifelong, ongoing process.� Chippewa Falls Middle School Teacher

Wisconsin Headquarters 11111 West Liberty Drive Milwaukee, WI 53224 For information: p: 414.577.3800 or 800.334.2026 e: web:

Mission Junior Achievement will ensure that every child in Wisconsin has an opportunity to obtain an understanding of the free enterprise system. Purpose To inspire and prepare young people to succeed in a global economy.

2012 Junior Achievement of Wisconsin Annual Report  

Annual Review