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REPORTE ANUAL ANNUAL REPORT 2019 APRIL

JÓVENES ADELANTE CREANDO EL DÍA DE HOY, A LOS LÍDERES DEL MAÑANA

CREATING TOMORROW’S LEADERS TODAY


VISIÓN Jóvenes Adelante abre un futuro radicalmente más expansivo para los jóvenes de San Miguel de Allende al mitigar las barreras financieras hacia la educación superior, y al mismo tiempo desarrollar sus habilidades de vida y liderazgo. Jóvenes Adelante unlocks a radically more expansive future for the youth of Mexico by easing financial barriers to higher education, while simultaneously developing their life and leadership skills.


MISIÓN MISSION Jóvenes Adelante brinda asistencia financiera, tutoría y apoyo personalizada a jóvenes de San Miguel de Allende con altos logros, y en desventaja económica, en busca de educación superior. Jóvenes Adelante provides financial assistance, mentorship and customized support to high-achieving, economically disadvantaged San Miguel de Allende youth in pursuit of higher education.


PARTNERS

SOCIOS

Biblioteca

UUFSMA

Bordello Bridge Club

Anonymous


CONTENIDO

CONTENTS ▸ 2018 Highlights

6

▸ Staff Introduction

9

▸ Board of Directors

11

▸ Farewells

12

▸ Student Programs

13

- Graduates

17

- 2018 Incoming Class

21

- 2019 Applications

26

▸ Mentors

32

▸ Development

36

▸ Treasurer

37

▸ Communications

42

▸ Looking Ahead

43


2018 HIGHLIGHTS

PUNTOS MAS DESTACADOS DEL PRESIDENTE 2018 was a productive if initially tumultuous year. New board members and new staff members worked hard together to put us on our most solid footing ever. At a September board retreat with new and continuing staff, we defined a future direction for JA over the next 3 years. These will include supporting more university students, and exploring new student programs: both a 2 year tech track and masters degree students. With fresh blood in the areas of development, communications and mentor leadership, and for the first time ever a true planned leadership succession, we have already witnessed that the end of 2018 and the beginning of 2019 are showing the rewards of all the hard work of the 1st half of 2018.

Sue Leonard

President


2018 HIGHLIGHTS

PUNTOS MAS DESTACADOS DEL PRESIDENTE

‣ Jóvenes Adelante is developing an English learning tracking and support system including covering some costs of classes. We are asking the students to make a commitment to have moderate English fluency in their field of study by graduation. ‣ Until now, we have not had extra funds to accept students whose families could not provide a portion of the funding. Now, thanks to the Betse Davies Special Stars Fund, we are also accepting those students who need extra financial assistance. ‣ JA is beginning to assist students in funding their títulos and cédulas, first starting with the ‘17, ‘18 and onward, older graduates. In Mexico, university graduates are not considered professionals in their field until they complete the requirements for these professional certifications. This documentation process varies greatly by school and field, can take as long as 2-3 years to complete, and costs can be up to 20,000 pesos. JA is now making professional documentation an expectation of all students who are accepted into our program. To further that end, JA has adjusted the sponsorship amount to include the título/cédula costs and is paying those costs directly to the university. This support will assist our graduates in entering, and getting paid a professional salary, in their field.


2018 HIGHLIGHTS

PUNTOS MAS DESTACADOS DEL PRESIDENTE

‣ The Student Programs Team brought on two new staff in the middle of the selection

process and we accepted 26 new students last year, keeping with our goal of accepting at least 25 new students each year.

‣ The Board created a new position and brought on a board member dedicated to coordinating the mentor program.

‣ And, most remarkably, we fulfilled our long held dream of having a President Elect

during the last year of the president’s term. We are at least part way there. Don Krim was the President Elect for the past six months and in March of 2019 became the new President of Jovenes Adelante.


ADMINISTRATIVE STAFF

ADMINISTRACIÓN EXECUTIVE DIRECTOR.   Angélica Argüelles García

Angie earned a university degree in business administration, and has worked as executive administrative assistant, a travel sales manager, and a small business manager.  “It’s very important to help young people because they are the future of the nation, and without our support, we might miss the opportunity for them to light our way forward.”

ADMINISTRATIVE ASSISTANT   Mayra Olvera 

Mayra joined JA with 8 years of general administrative and customer service experience in sales, tourism and banking. She manages many of JA's key administrative and logistical functions — banking, printing, event planning, advertising and reception. She fields a multitude of inquiries, manages the receipt of donations, enacts payments and maintains the filing system. Her focus now it to “...support the staff team and the Board as we keep making the office more efficient, more professional. I want to see our systems running smoothly and our reputation strong!”


STUDENT PROGRAM STAFF

PROGRAMAS ESTUDIANTILES STUDENT RELATIONS COORDINATOR    Saray Martinez

STUDENT SELECTION PROCESS COORDINATOR,     Dulce Cerritos Dulce comes from twelve years in a high-stress management position in the private sector. Her organizational skills and "grace under fire" approach make her a perfect fit for the challenges of student recruitment and selection. Having struggled to secure funding for her own university career, Dulce now welcomes the chance to help other students succeed where she missed out, saying, "I see myself in each applicant and I know how they feel. For me, it's a gift to be part of an organization that will ensure their success."

Saray has a degree in Psychology and brings an NGO background of working with children – mostly girls – to transform their life trajectories. Now as JA’s Student Relations Coordinator, Saray embraces the chance to assist each JA student reach their full potential. She believes, “It’s not simply about academic achievement – it’s about seeing past your pre-set limits, opening your mind to the world and achieving even more than you thought you could.”


NEW BOARD 2109

MESA DIRECTIVA 2019 Don Krim

President/Development

Herb Miller,

Treasurer Susi Beere

Secretary Nora Weaver Mentor Director

Esther Rocha,

co-VP Student Programs Jorge Philippe,

co-VP Student Programs Kate Greenaway,

VP Communications Sue Leonard

Past President New

Board Advisors Geoff Hargreaves

John Hunger

Robin Loving


FAREWELLS AND ETERNAL THANK YOU’S

AGRADECIMIENTO Y DESPEDIDAS

JOHN HUNGER, ADMINISTRATION TOM HALL, TREASURER



STUDENT PROGRAMS

PROGRAMAS ESTUDIANTILES

Jorge Philippe co-VP Student Programs Esther Rocha co-VP Student Programs Dulce Cerritos Student Selection Process Coordinator Saray Martinez Student Relations Coordinator


CURRENT STUDENT DIVERSITY

DIVERSIDAD DE ESTUDIANTES ACTUALES 79 ESTUDIANTES ACTUALES ‣F: 45 ‣M:34


MAJORS DISTRIBUTION

DISTRIBUCIÓN DE CARRERAS EN GENERAL ‣ Ing. Mecánica

‣ Diseño y comunicación visual 1

9

‣ Administración de empresas ‣ Ing. Mecatrónica 6

‣ Medicina Veterinaria y Zootecnista 1

7

‣ Ing. Sistemas y Desarrollo de Software 5

‣ Ing. Agrónoma en producción 1

‣ Ciencias Políticas 1

‣ Lic. Enfermería

‣ Ing. Geofísica

5

‣ Administración de Recursos Turísticos ‣ Derecho 3

‣ Psicología

3

5

1

‣ Ing. Biotecnología

1

‣ Ing. Ambiental 1

‣ Ing. Quimica 1

‣ Administración Financiera 3

‣ Ing. Tecnologías de Manufactura

‣ Ing. Industrial 3

‣ Comercio Internacional

‣ Relaciones Industriales

‣ Contaduría Pública 2

‣ Arquitectura 1

‣ Educación preescolar

‣ Medico Cirujano y Partero 2

‣ Ing. Automatización

‣ Nutrición 2

‣ Odontología 2

‣ Comunicación

‣ Pedagogía ‣ Ing. Civil

2

2

3

1

1

1

1

‣ Energías Renovables

1

1


NATIONAL REACH

UNIVERSIDADES NACIONALES ‣ Benemérita y Centenaria Escuela Normal Oficial de Guanajuato

‣ Benemérita Universidad Autónoma de Puebla

‣ Instituto Politécnico Nacional

‣ Instituto Tecnológico de Cuautla

‣ Instituto Tecnológico de Querétaro

‣ Instituto SanMiguelense

‣ Universidad la Salle

‣ Universidad Allende

‣ Universidad Politécnico de Querétaro

‣ Universidad Autónoma de Querétaro

‣ Universidad Continente Americano

‣ Universidad del Centro de México

‣ Universidad de Londrés, San Miguel Allende

‣ Universidad Tecnológica del Norte de Guanajuato

‣ Universidad de Guanajuato

‣ Universidad Nacional Autónomo de México

‣ Universidad Panamericana

‣ Universidad Técnico San Miguel Allende

‣ Universidad Pedro de Gante

‣ Universidad Tecnológica de San Miguel de Allende

‣ Centro de Estudios Superiores Allende

‣ Universidad Politécnica de Juventino Rosas

‣ Universidad Cuauhtémoc

‣ Universidad de Guanajuato, León, Gto

‣ Instituto Tecnológico de Celaya


CELEBRATE OUR GRADUATES - 1

CELEBRA A NUESTROS GRADUADOS


Sandra Abigail Santana Sepulveda

David Manuel Soria Cordova

Major: Medicine

Major: Civil Engineering

University: Universidad

University: Universidad de

Autónoma de Querétaro

Guanajuato

Graduation month: December

Graduation month: December

Credentialing process: Title

Credentialing process:

in process to be obtained.

Applying for Ceneval April 5.

Employment situation: Not

Employment situation:

employed for the moment. Propedeutico for the Specialty.

Assistant at the INEGI (Temporary), supporting the cartographic update. He is looking for work in a foreign company (Canada).

Diana Primo Hernández Major: Engineering in Geology University: Universidad de Guanajuato Graduation month: December Credentialing process : Applying for title process. Employment situation: working with a mining contractor named Campos Hernandez Contratistas Mineros SA de CV, in Las Torres unit of Fresnillo , in the city of Guanajuato.

Edgar Emmanuel Tovar Barcenas Major: Elementary education University: Universidad Continente Americano Graduation month: July Credentialing process: Title Obtained Employment situation: Teacher at the "Fernando Montes de Oca" Elementary School, here in San Miguel de Allende.


Eduardo Llamas Yañez Major: Environmental engineering University: Universidad de Guanajuato Graduation month: July Credentialing process: In the process of thesis writing and taking English classes to obtain the 4 levels required for the degree.

Ana Valeria Monzón Cabrera Major: Chemical engineering University: Instituto Tecnológico de Celaya Graduation month: December Credentialing process: Ends residences on June 7, after that she will apply for the title process.

Employment situation: He works part-time in a restaurant / bar, to obtain the capital that covers the daily expenses.

Melissa Viridiana Gutierrez Zuñiga

Employment situation: She works in the thermodynamics laboratory of the University.

Fernando Contreras Jimenez

Major: Clinical psychology

Major: Engineering in

University: Universidad de

Information Technology.

Guanajuato Graduation month: December

University: Universidad

Credentialing process:

Tecnológica de Querétaro.

Making final report of practices,

Graduation month: April

studying for the CENEVAL exam and the English exam, to begin with the procedures of the title. Employment situation: In social projects, such as Doctors of Laughter.

Credentialing process: Awaiting for title (october). Employment situation: Software Development at “Marciano Estudios”.


Andrea Daniela Colunga Navarro

Erika Lizeth Banca Ceja Major: Chemical Pharmacist Biologist

Major: Biomedical Engineering

University: Universidad de

University: Universidad

Guanajuato

Autónoma de Querétaro

Graduation month: December Credentialing process: Awaiting for

Graduation month: December

Ceneval results, will apply for TOEFL

Credentialing process: Title

test and get the practicum written

Obtained .

acknowledgment to begin with the title process.

Employment situación: Head

Employment situation : Not

of the Biomedical Department in

employed for the moment. Performing

the Oncology Specialties Unit in Querétaro.

Carla Maria Cadena Rios Major: Business Management University: Universidad Autónoma de Querétaro

her practicums in a pharmaceutical company PHARMASERVICE, in the Benito Juarez Industrial Park.

Luis Fernando Briseño Cruz Major: Mechatronics Engineering. University: Instituto Tecnológico de Celaya.

Graduation month:

Graduation month: July

December

Credentialing process: In the

Credentialing process: Awaiting for title (date pending).

review of the residences report, which will be included as a qualification Project. Employment situation:

Maintenance assistant at

Employment situation:

Champiñones company. Looking

Administrative Director of

for a job related to his major.

Mitigare / Hospice.


2018 INCOMING CLASS

CLASE ENTRANTE del 2018: 26 Majors:

‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣ ‣

Mechanical Engineering: 2

Tourism: 2

Civil Engineering: 2

Financial Engineering: 2

Law: 2

Mechatronics: 2

International Trade: 2

Business Management: 2

Environmental Engineering: 1

Education: 1

Dentistry: 1

Architecture: 1

Nutrition: 1

Business Development/Marketing: 1

Administration: 1

Medicine/Surgery: 1

Chemical Engineering: 1

Software Engineering: 1

F:14

M:12


LOOKING AHEAD 2019

PREVISTA 2019


UPDATE ON 2019 APPLICATIONS

SOLICITUD 2019 ✓ STUDENT APPLICATIONS ✓ INITIAL SCREENING PROCESS ✓ APPLICATION REVIEW ‣ STUDENT INTERVIEWS: APRIL 27, 28 ‣ HOME VISITS: APRIL 29 TO MAY 18 ‣ FINAL SELECTION: JUNE ‣ BACKUPS / WAITING LIST ‣ UNIVERSITY ENTRY EXAMS RESULTS


MENTOR PROGRAM

PROGRAMA DE MENTORES 2019 Accomplishments to Date: 1. Reclutando/Recruitment of new mentors - total needed: 25—30

▸ To date: 21 ▸ Targets: - Retired Teacher’s Association of San Miguel (Recently made presentation) - Other local citizens •

d

Nora Weaver Director - Mentor Programs David Manning Volunteer Mentor Programs


MENTOR PROGRAM

PROGRAMA DE MENTORES 2. Entrenando/Training:

‣ Current-mentor network meeting date and agenda planned for April 11, 10am-12pm ‣ Designed themes and structure for newmentor training for July, development in process ‣ Conduct new mentor training, tentative date July 11, 10am-1pm (total 25-30 for training)

d


MENTOR PROGRAM

PROGRAMA DE MENTORES 3. 2019 Metas/ Goals: ‣ Become acquainted with 70 current mentors ‣ Send mentor questionnaire to determine what mentors think, feel and need from Jovenes Adelante organization ‣ Communicate with mentors regularly, minimum every 2 months ‣ Create quarterly current-mentor network meetings to share information between group members, first meeting April 11th, 10am-12pm ‣ New Mentors still needed: 4-9


DEVELOPMENT-FUNDRAISING

DESARROLLO-RECAUDACIÓN DE FONDOS 2019 Gols Goals/Accomplishments: 1. Patrocinadores Sponsorships: 25

▸ April 8 total: 23 2. Evento Anual JA/Amistad:

‣ US$ 21,000 3. Subsidios/Grants Received:

✓ UUFSMA. US$10,000 (BDSSF) ✓ Anonymous Foundation US$18,000 (sponsorship + 10K grant) ✓ Pilot Vocationl-Tech/Prepa Project Seed fund US$10,000

Don Krim Dir. Development


DEVELOPMENT-FUNDRAISING

DESARROLLO-RECAUDACIÓN DE FONDOS 4. Planificados-Legado/Legacy-Planned Giving

▸ Condominium A, under JA title for years and now vacant, will be liquidated to begin a JA endowment fund. ▸ Donor Advised Funds (DAF) ▸ Legado/Endowed Fields of Study 5. Subsidios Prospectivos/Grants in process:

‣ Community Church ‣ CFSAZ 6. Dining for Destinies and other yearly events 7. Seeding projects and longer term growth and pilot projects (see grant)


Tom Hall Treasurer

TREASURER REPORT

TREASURER REPORT 2018 ‣ PROGRAM EXPENSE: 79%

‣ ADMINISTRATIVE EXPENSE: 21% ‣ WORKING CAPITAL RATIO: 2:42 ‣ LIABILITIES RATIO: 29.6%


Jรณvenes Adelante, A. C. BALANCE SHEET As of December 31, 2018

TOTAL

Assets Current Assets Accounts receivable 11100 Accounts Receivable (A/R) - CAD

261,671.23

11300 Accounts Receivable (A/R) - MXN

57,208.46

11500 Accounts Receivable (A/R) - USD

2,207,375.32

11900 Reserve for Uncollectible Pledges Total Accounts receivable

-250,000.00 MXN$2,276,255.01

10000 Bank & Investment Accounts (MXN) AMISTAD AMISTAD Checking AMISTAD Investment Total AMISTAD Bancomer Checking

66,832.47 1,623,677.24 1,690,509.71 135,601.65

Bancomer Investment CI Banco Checking CI Banco Investment

0.00 14,720.89 1,700,000.00

Petty Cash Santander Checking Total 10000 Bank & Investment Accounts (MXN)

5,000.00 251,947.20 3,797,779.45

10500 Bank & Investment Accounts (USD) Frost Certificate of Deposit

805,574.56

Frost Checking

905,068.53

Frost Debit Card

41,563.71

PayPal

42,517.04

Vanguard Investments S&P500ETF(V00)

223,337.42

VFIAX

496,391.73

VMFXX

3,366.36

VWELX

158,403.02

Total Vanguard Investments Total 10500 Bank & Investment Accounts (USD) Total Current Assets

881,498.53 2,676,222.37 MXN$8,750,256.83

Long-term assets 19500 Property (USD) Condo at Zacateros #77, Unit 3 Total 19500 Property (USD)

3,614,100.01 3,614,100.01

17000 Security Deposits Total long-term assets

7,043.40 3,621,143.41

Accrual Basis Sunday, March 24, 2019 05:45 PM GMT-6

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TOTAL

Total Assets

MXN$12,371,400.24

Liabilities and shareholder's equity Current liabilities: Accounts payable 21300 Accounts Payable (A/P) MEX 21400 Accts Payable-Ceci Velazquez Gonzalez

3,665,708.00 16,003.00

21500 Accts Payable-Carolina Jiminez Ordonez

0.00

21600 Accts Pay-Miguel Alejandro Mejia Vazquez

0.00

Total 21300 Accounts Payable (A/P) - MEX Total Accounts payable Total current liabilities

3,681,711.00 MXN$3,681,711.00 MXN$3,681,711.00

Shareholders' equity: Net Income

1,607,219.71

34000 Restricted Funds Anonymous Foundation 1 Buildings Emergency Reserve (10,000 USD) Endowment (20,000 USD)

0.00 3,614,100.01 206,520.00 413,040.00

Total 34000 Restricted Funds

4,233,660.01

39000 Uncommitted Funds January 1

2,848,809.53

Total shareholders' equity Total liabilities and equity

MXN$8,689,689.25 MXN$12,371,400.25

Accrual Basis Sunday, March 24, 2019 05:45 PM GMT-6

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Jรณvenes Adelante, A. C. PROFIT AND LOSS January - December 2018

TOTAL

Income 41000 Donations Business Foundation or Organization Individual

24,290.14 954,186.27 3,738,076.13

Reserve for uncollectible accounts

-34,698.09

Special Stars Fund Donations

221,492.70

Total 41000 Donations

4,903,347.15

51000 Earnings on Invested Funds Dividends Interest Plus / Minus Value Total 51000 Earnings on Invested Funds

5,580.00 75,331.56 92,874.53 -39,818.13 133,967.96

53000 Fund Raising Ciclo

84,532.61

Don Krim Concert Feb 2019

75,966.14

Expense (Negative) Total 53000 Fund Raising

-12,683.49 147,815.26

Total Income

MXN$5,185,130.37

GROSS PROFIT

MXN$5,185,130.37

Expenses 70000 Mission Expenses Computer Equipment Provided to Students

281,354.90

Scholarship (Beca) Commitments

1,883,001.00

Student Development Student Programs Coordinator

75,380.00 256,981.51

Student Selection

76,817.40

Student Workshops/Meetings

26,671.83

Titulos

22,239.50

Total 70000 Mission Expenses

2,622,446.14

80000 Overhead Expenses (Administration) Bank, PayPal and other fees

89,285.00

Conferences and Training for Staff & Volunteers

55,846.00

General Administrative Staff General Administrative Coordinator Total General Administrative Staff

2,579.00 285,551.29 288,130.29

Legal & Professional

19,865.28

Accountant (Mexico)

44,750.00

Licenses for Software Services

64,434.90

Total Legal & Professional Office/General Administrative Expenses

129,050.18 56,680.62

Promotional (Marketing)

Accrual Basis Sunday, March 24, 2019 05:46 PM GMT-6

1,500.00

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TOTAL

Printed Materials

4,118.00

Total Promotional (Marketing)

5,618.00

Real Estate Taxes & Fees

5,105.00

Rent & Utilities CFE

3,570.00

Insurance

4,879.95

Megacable

4,929.01

Office Cleaning

9,600.00

Rent

4,491.36

Telcel

8,016.44

Telmex

5,023.00

Total Rent & Utilities

40,509.76

Supplies & Materials

5,256.84

Taxes (Withholding, IVA) IMSS,INFONAVIT,AFORE

158,798.10

State Withholding

123,552.00

Total Taxes (Withholding, IVA)

282,350.10

Total 80000 Overhead Expenses (Administration)

957,831.79

Total Expenses

MXN$3,580,277.93

Other Expenses Unrealised Gain or Loss

0.00

Exchange Gain or Loss Total Other Expenses NET EARNINGS

-2,367.27 MXN$ -2,367.27 MXN$1,607,219.71

Accrual Basis Sunday, March 24, 2019 05:46 PM GMT-6

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COMMUNICATIONS

COMUNICACIÓNES 2019 Gols Goals/Accomplishments: External Communications

▸ Consistency - Look - Strategic Messaging ‣ Frequency - Weekly Atención - Monthly Destinos ‣ Photography - Barry Weiss - John Bohnel - Laura Bly - Jill Noak ‣ More writers/volunteers ‣ Social Media Presence - Blog - Facebook

Kate Greenaway VP Communications


LOOKING AHEAD SUMMARY

‣ ESL Level Measurement ‣ More Outcome Measurement ‣ General Systems Improvement ‣ Pilot Programs

- Tech/Vocational Schools - Prepa/High school - Masters Degree ‣ Under Review

- Pipeline - Mentor Satellites - Scaling Up - Application Process

2019-2021

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