Letter From The President
The case for Junior Achievement has never been stronger. Our kids need to know why it is important
to learn the basics of literacy, math and science, to stay in school and prepare for the 8 different
jobs they will have during their working lifetime! And they must learn the value of life-long learning,
whether it be advanced degrees, apprenticeship or special certificate programs.
At JA, we take our job to teach these truisms very seriously: Junior Achievement in San Diego and
imperial Counties reaches over 46,000 young people in grades kindergarten through 12th grade
every year with engaging, experiential programs based upon our three pillars of student success:
work readiness, entrepreneurship and financial literacy.
Junior Achievement correlates with state education standards and most importantly, shows students the relevance between
what they are learning in school and the world they will encounter upon graduation. These lucky students are taught by our
army of teaching volunteers, over 2,500 adults who deliver the Junior Achievement curriculum as volunteer teachers in the
classroom. And another 4,000 adult volunteers spend a very special day here on the Junior Achievement Campus, working
with our fifth graders in JA BizTown.
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Whether our volunteers are teaching the programs that enhance the new Common Core Standards, showing students how to
manage their money, prepare and apply for jobs or how to start and grow a business that creates jobs and drives innovations,
Junior Achievement is there, driving positive, transformative changes for our young people, empowering them to own their
success in the 21st Century global economy.
Thank you for being part of our mission!
Joanne
Joanne M. Pastula
President & CEO
Junior Achievement of San Diego & Imperial Counties
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Table of Contents
Page 4
Our Mission and Programs
Page 15
Board of Directors
Page 9
Volunteers
Page 16
Capital Campaign
Page 10
Board of Directors
Page 17
San Diego Business Hall of Fame
and Laureates
Page 11
Teachers, Principals and Superintendents
Page 12
Participating Schools
Page 14
Teachers, Principals and Superintendents
Page 19
Corporate Sponsors
Page 21
Finance Park
Page 23
Financials
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Our Mission
JA Programs
Junior Achievement (JA) empowers young people to own their
economic success, while preparing them for careers in the
global economy. Our volunteer-delivered, K-12 programs
foster work-readiness, entrepreneurship and financial literacy
skills, and use experiential learning to inspire kids to dream
big and reach their potential.
Never taught JA before? Now’s a great time to start! Even if
you’ve never set foot into a classroom before JA makes it easy
to get involved. Take a look at our main areas of focus below:
2011-12 Quick Facts
Elementary School – Engaging themes help K-5 students
learn economic concepts through the Elementary School
Program. Each theme builds on the previous and stresses
the relationship between school and future success.
• 46,000 Students impacted
• 240 Schools
• 5,600 Volunteers
Goals for 2012-2013
• 50,000 Students!
• Increased focus on reaching middle and high school
students
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Did You Know?
According to a national survey of Junior Achievement Alumni 3:
• 88% of JA alumni surveyed reported they are confident in
their ability to manage their personal finances effectively, in
comparison to 71% of those who did not have the benefit of
the JA experience.
• JA students are more likely to own their own business –
20% of respondents indicated that they own their own business, as opposed to 10% of the general population.
• 85% of teachers agreed or strongly agreed that participation in Junior Achievement improved students’ decisionmaking and critical-thinking skills.
• 96% of JA alumni reported that Junior Achievement
made them confident about how to work effectively
in a team environment (compared to 82% of
non-JA respondents).
JA BizTown – Elementary school students are not old enough
to drive, work, or vote. But that doesn’t stop them from
operating banks, managing
businesses, writing checks, and
earning a profit at JA BizTown!
JA Programs
Middle School – Junior Achievement has several highly effective programs for middle school students that reinforce the
value of global workforce readiness, entrepreneurship, and
personal financial literacy. These programs build on concepts
students learned in Junior Achievement’s elementary school
programs, and help pre-teens make decisions about how to
best prepare for their educational and professional future.
The programs supplement standard social studies curricula
and develop communication skills that are essential to
success in the business world.
High School – Junior Achievement’s high school programs
help students make informed, intelligent decisions about their
future, and foster skills that will be useful in the business
world. With a range of programs, Junior Achievement teaches
about concepts relating to entrepreneurship, financial literacy,
and global workforce readiness. The volunteers bring real-life
business experience and guidance
into the classroom at a time
that represents an essential
crossroads for young people.
JA Reached 46 ,0 74 studen
ts from 2 40 schools
in San Diego communities
during the
2 01 1- 2 01 2 sc h o o l y ea r
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JA Programs
Job Shadow – Did you know that for a commitment of just a
few hours, your students can get an up-close look at careers
and see the relevance of what is being taught in school by
visiting your university or workplace? JA Job Shadow experiences can happen year round either as a class project, individual
self-selected experience, or through group shadow opportunities. Can’t bring students to your place of work? You can also
go to them through a Reverse Job Shadow event.
JA Company Program – Is Junior Achievement’s flagship program where high school students develop their own company.
The top companies from each school participate in The Next
Big Thing: JA’s Entrepreneurs Showcase to see who will get to
represent San Diego in Washington D.C.
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JA Titan
Henry Students Advance to World Junior Achievement Challenge!
Patrick Henry High School students Bryan Nguyen and Atmando
Narciso advanced the World Global Junior Achievement Titan
Challenge with their virtual manufacturing simulation, Team 1%.
Extra Extra, Read All About Us:
JA high school programs making headlines!
During the 2011-12 school year, JA high school students from
across the county represented San Diego at International
Competitions. These students used the knowledge and skills
garnered from their JA volunteers to show that they can be
Titans of Industry and develop the Next Big Thing!
JA Titan is an exciting competition that puts students in the
CEO’s seat as they run a virtual company. The seven week long
program culminates with a competition where teams go head
to head with the top groups from rival schools. The best of the
best qualify for the international competition.
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The road to graduation
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In San Diego County, 24 students drop out of high school
everyday 4! Overall, young people who drop out are twice as
likely as graduates to be unemployed; three times as likely to
live in poverty; eight times as likely to wind up in prison; and
twice as likely to become the parent of a child who drops out
of school 5. While the graduation rate has risen over the last
couple years (from 75.2% in 2010 to 77.5% in 2011), there
is still a great deal to be done in order to reach the statewide goal of 90%.
Through motivating and enriching experiential learning and
an increased focus on middle and high school programming,
we are committed to raising the county’s drop out rate.
Based on recent study commissioned by Junior Achievement USA, approximately 40% of potential dropouts could be identified
as early as sixth grade based on grades, attendance, and behavioral indicators 5. JA is applying these findings locally by serving students when they are most at risk, with emphasis on reaching students during the middle grade years (grades 6-8) and
at key transitions (between grades 5-6 and 8-9).
JA Volunteers
JA volunteers bring the world of work alive
by sharing their own experiences.
Volunteers are critical to the success of our programs. By
sharing their personal and work experience, JA of San Diego’s
volunteers bring real-world experience into the classroom,
bridging the gap between the education and business worlds.
This sharing brings the curriculum to life for students,
helping them to not only better understand the JA lessons
on entrepreneurship, personal financial literacy, and global
workforce readiness, but also to make the correlation between
a solid education and the opportunities it provides.
Depending upon the program being taught, JA of San Diego
volunteers commit to teaching up to twelve, one hour long
lessons in the classroom (elementary grades – 5 to 6 lessons,
middle grades – 6 to 7 lessons, and high school grades – 5 to
12 lessons). JA provides turnkey materials, including lesson
plans and all items necessary to teach a class.
JA will train you on how to use the materials provided, and will
connect you to a teacher in your area who has requested JA
programs. You and the teacher are then provided the flexibility
to determine your visitation schedule. The teacher will remain
in the classroom to support you throughout the lessons.
JA volunteers have the opportunity to impact a large number of
students in a short span of time. As a volunteer, you will help
prepare San Diego’s future workforce, and help youth avoid the
financial pitfalls so many adults currently face.
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Teachers, Principals & Superintendents
Junior Achievement complements the hard work and dedication you put into educating your students. Our comprehensive
curriculum, developed in partnership with educators, reinforces
and supplements California Content Standards from kindergarten through high school.
JA programs are delivered by trained corporate and community
volunteers who share their skills and personal and professional
experiences to make learning come to life. In our community, JA
currently has 6,000 community volunteers delivering 534,870
instructional content hours in the 2011-12 school year.
Junior Achievement helps your students envision the possibilities of what they can be by helping them see the value of staying in school. Our interactive curriculum engages and excites
students, leading to stronger critical thinking and decisionmaking skills, and more confidence.
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Junior Achievement Participating Schools
Cajon Valley Union School District
Anza Elementary School BT
Bostonia School I BT
Cajon Valley Middle School I
Chase Elementary I BT
Flying Hills Elementary I
Fuerte Elementary BT
Greenfield Middle School I
Jamacha Elementary School BT
Lexington Elementary School I BT
Literacy First Charter School BT
Rancho San Diego Elementary BT
W.D. Hall Elementary School I BT
Cardiff School District
Ada Harris Elementary BT
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Carlsbad Unified School District
Aviara Oaks Elementary I BT
Buena Vista Elementary School I BT
Calavera Hills Elementary I BT
Hope Elementary I BT
Jefferson Elementary School I BT
Kelly Elementary I BT
Magnolia Elementary School I BT
Pacific Rim Elementary School I BT
Pointsettia Elementary School I BT
Central Elementary Schools of San Diego
Central Elementary School BT
Central Elementary School ASB
Central Private and Afterschool
Stella Maris Academy I BT
Christian Unified Schools of San Diego
Christian Elementary School BT
Mueller Elementary School I
Chula Vista (Charter)
Chula Vista Elementary School District
Allen Elementary School I BT
Arroyo Vista Charter School I BT
Chula Vista Learning Community Charter Elementary School BT
Cook Elementary School BT
Corky McMillin Elementary School I BT
Discovery Charter School BT
Feaster-Edison Charter School BT
Halecrest Elementary School I BT
Hedenkamp Elementary School BT
Juarez-Lincoln Elementary School I
Olympic View Elementary School BT
Palomar Elementary School BT
Rohr Elementary I
Rosebank Elementary School I
Silver Wing Elementary School BT
Thurgood Marshall I
Wolf Canyon Elementary I
Coronado Village Elementary I
Del Mar Union School District
Ashley Falls Elementary BT
Del Mar Hills Academy of Arts and Sciences BT
Sycamore Ridge School BT
Capri Elementary School BT
Encinitas Union School District
El Camino Creek Elementary I BT
Flora Vista Elementary School BT
La Costa Heights Elementary BT
Mission Estancia Elementary School I BT
Ocean Knoll Elementary School BT
Olivenhain Pioneer Elementary School I BT
Park Dale Lane Elementary School BT
Paul Ecke Central Elementary School BT
Escondido Unified School District
Rose Elementary School I BT
Escondido Union High School District
Bernardo Elementary School BT
Del Dios Middle School I
Orange Glen High School I
San Pasqual High School I
Fallbrook Union School District
Iowa Street School I
Grossmont Union High School District
El Cajon Valley High School I
West Hills High School I
Julian Union School District
Julian Charter School I BT
Highlands Elementary School BT
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Crawford High School
Junior Achievement Participating Schools
La Mesa-Spring Valley School District
La Mesa Dale Elementary School BT
La Presa Middle School I
Murdock Elementary School I BT
Lakeside Union Elementary School District
Barona Indian Charter School BT
Lakeside Farms Elementary School BT
Lakeview Elementary School BT
Lemon Crest Elementary BT
Lindo Park Elementary School BT
Riverview Elementary School BT
Lemon Grove District
Monterey Heights Elementary School I
San Miguel Elementary School I
Corfman Elementary School BT
McCabe Union Elementary School District
El Toyon Elementary School BT
National School District
Ira Harbison Elementary School I
Kimball Elementary BT
Las Palmas School BT
Lincoln Acres Elementary School BT
Palmer Way Elementary I BT
Oceanside Unified School District
Cesar Chavez Middle School I
El Camino High I
Jefferson Middle School I
Laurel Elementary School BT
Libby Elementary I
Lincoln Middle School I
Martin Luther King Middle School I
North Terrace Elementary I
Oceanside High School I
Santa Margarita Elementary I
Black Mountain Middle School I
Poway Unified School District
Canyon View Elementary School BT
Chaparral Elementary School BT
Creekside Elementary School I
Garden Road Elementary School BT
Highland Ranch Elementary School I BT
Los Penasquitos Elementary School BT
Mesa Verde Middle School I
Midland Elementary School BT
Monterey Ridge Elementary School BT
Morning Creek Elementary School I BT
Poway Unified School District
Oak Valley Middle School I
Painted Rock Elementary School BT
Park Village Elementary School I
Pomerado Elementary School I BT
Rancho Bernardo High School I
Stone Ranch Elementary I BT
Sundance Elementary School BT
Sunset Hills Elementary School BT
Tierra Bonita Elementary School BT
Turtleback Elementary School BT
Twin Peaks Middle School I
Valley Elementary School I BT
Westview High School I
Westwood Elementary School BT
Willow Grove Elementary I BT
Private and Afterschool
Dehesa Charter School I
Private and Afterschool Central San Diego
Barrio Logan College Institute I
Community Housing Works I
Elementary Institute of Science I
Harmonium, Inc. I
Jacobs Center for Neighborhood Innovation I
Jewish Family Service I
Second Chance I
Urban Corps Charter School I
Workforce Academy for Youth I
Private and Afterschool El Cajon
Extended School Services
Private and Afterschool North County
Classical Academy BT
Soaring Eagles Outreach, Inc. I
St. Patrick’s School I
The Kid’s College I
Village Gate Children’s Academy BT
Private and Afterschool South Bay
Bonita Road Christian Elementary School BT
Boys and Girls Club (Chula Vista) I
Boys and Girls Club (Imperial Beach) I
Southwestern Christian School BT
San Diego Unified School District
Adams, John, Elementary School I
Altus Charter of San Diego I
Baker Elementary I
Balboa Elementary School I
Bay Park Elementary School I BT
Boone Elementary School I BT
Clairemont High School I
Dana Middle School I BT
Dingeman Elementary School BT
Fay Elementary I BT
Foster Elementary School I BT
Garfield Elementary School I BT
Hamilton Elementary School I BT
Hearst Elementary School BT
Hickman Elementary School I
Innovations Charter Academy I
Kearny High School-Foster Construction
Tech Academy (CTA) I
Kearny High School-Science,
Connections & Technology (SCT) I
Keiller Middle Leadership Academy I
Kimbrough Elementary School I BT
King-Chavez High School I
La Jolla Elementary School I
Linda Vista Elementary School I BT
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Junior Achievement Participating Schools
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Lindbergh/Schweitzer Elementary School I
Logan Elementary School I
Loma Portal Elementary I
Mann, Horace Middle School I
Mira Mesa Senior High School I
Mission Bay Senior High School I
Monarch School I
Monroe Clark Middle School BT
Montgomery Middle School I
Oak Park Elementary School I
Patrick Henry High School I
Point Loma High School I
Porter, Walter J., Elementary School I BT
Roosevelt, Theodore, Junior High School I
Ross, Pete W., Elementary School I
San Diego Cooperative Charter School BT
San Diego Senior High School I
Sandburg Elementary School I BT
Scripps Ranch Senior High School I
Sequoia Elementary School I
Serra, Junipero, Senior High School
Sessions, Kate School I
St. Therese Academy BT
Standley Middle School
Sunset View Elementary School I
Vista Grande Elementary School I
Whitman, Walt, Elementary School I
Will C. Crawford High School I
Wilson, Woodrow, Middle School I
San Dieguito Union High School District
Torrey Pines High School I
San Marcos Unified School District
Alvin Dunn Elementary I
Carrillo Elementary School I
Joli Ann Leichtag Elementary I
Knob Hill Elementary School BT
La Costa Meadows Elementary School I BT
Mission Hills High School I
San Elijo Elementary BT
San Marcos Elementary
San Marcos High School I
Twin Oaks Elementary School BT
San Ysidro School District
Ocean View Hills Elementary I
Sunset Elementary BT
Willow Elementary I
Winter Gardens Elementary School BT
Santee Unified School District
Carlton Oaks Elementary School BT
Pepper Drive School BT
Rio Seco Elementary School I BT
South Bay Union School District
Bayside Elementary School BT
Emory Elementary BT
Nestor Elementary School I BT
Sweetwater Union High School District
Castle Park High School I
Hilltop High School I
National City Middle School
Rancho Del Rey Middle School I
Sweetwater High School I
Valley-Center Pauma Unified School District
Lilac School BT
Vista Unified School District
Vista Academy of the Arts BT
I = In Class Participant
BT = BizTown Participant
JA Board of Directors
Ahmed Abbas
Sempra Energy/SDG&E
Vernon Aguirre
Popular Community Bank
Gaylin Anderson
Pacific Trust Bank
Randy Ataide
Point Loma Nazarene University
Ted Baker
Baker Electric
Robert Bingham
Angel Investor
Joye Blount
U.S. Bank
Kevan Bradshaw
PricewaterhouseCoopers LLP
Mike Brown
Dowling & Yahnke
Brian Cahill (Board Co-Chair)
Balfour Beatty Construction
Dino D’Auria
Opus Bank
Patrick Davidson
Bank of America
Rodger Dougherty
Kaiser Permanente
Ron Ferrari
Bernstein Global Wealth Management
Kevin Foley
The UPS Store
Wendy Gillespie
Frontier Trading Inc.,Starhawk Productions,
Capdevilla/Gillespie Foundation
Craig Golding
J.H. Cohn LLP
Chris Goodman
SONY Electronics
Richard Kwiatkowski
Medtronic
Phillip Lurie
ZUZA Printing
Marie Mendoza
Kratos Defense and Security Solutions, Inc.
Ileana Ovalle-Engel
Cox Communications
Tracy Powell
California Bank & Trust
Elizabeth Rice Maget
Retired Executive
Mike Richardson
Vistage International/Sherpa Alliance
Stephen Rosetta
Cushman & Wakefield
Phillip Rudolph
Jack in the Box
Mike Schleyhahn
San Diego Fluid System
Technologies/Swagelok
Drew Schlosberg
U-T San Diego
Phyliss Schmedake
Altman Plants
Debra Schwartz
Mission Federal Credit Union
Sandra Shippey
Procopio, Cory, Hargreaves & Savitch LLP
Alexi Siglin
Wells Fargo
Laura Slanec
SeaWorld
Alan Spector
Retired Physician
Don Starkey
Union Bank, N.A.
Susan Steele
Deloitte Tax LLP
Cecil Steppe
Retired Community Leader
Ron Walker
KPMG LLP
Erika Werner
Red Door Interactive
Chad Whitehead
Ernst & Young LLP
Superintendents
Dr. John Collins (Board Co-Chair)
Poway Unified School District
Dr. Francisco Escobedo
Chula Vista Elementary School District
Larry Perondi
Oceanside Unified School District
Please Note:
Board of Directors listing as of 12/31/12
We are so appreciative of
the men and women
who serve, to ensure we ar
e able to reach more
than 46,000 plus students ea
ch year!
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Capital Campaign
JA Free Enterprise Center - $1,500,000
Wendy Gillespie & Marty Capdevilla
JA BizTown - $1,000,000
The McGrath Family Foundation
JA BizTown Foyer - $500,000
Todd & Mari Gutschow
Family Fund
JA BizTown Founders - $300,000
Malin & Roberta Burnham
The Dunham Foundation
Reuben H. Fleet Foundation
Ray & Kim McKewon
The Robert Payne Family Foundation
Walter Zable
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Welcome Walkway- $250,000
John & Carole Sachs
JA Board Room - $200,000
Bank of America
JA Free Enterprise Showcase-$150,000
Wells Fargo
JA Laureate Lobby-$100,000
Bob & Betty Beyster
The JA Bridge -$100,000
Patti Roscoe & Jim Tiffany
JA BizTown Art in the City-$100,000
Donald & Darlene Shiley
JA BizTown Clock – $100,000
HSBC
JA BizTown Streets - $75,000
Dene Oliver
Bill Ostrem
Jack Raymond
Steve & Jackie Rosetta
Tom Sudberry
Charles Wax
JA Headquarters Office - $50,000
Evelyn & Tom Page
JA BizTown Pier-$50,000
The William and Katherine Scripps
Family Foundation
International Crossroads -$50,000
The Thomas C. Ackerman Foundation
City Hall- $21,500
County Supervisor Ron Roberts
Pillars of the Community
Lowell Billings
Robert & Darcy Bingham
David & Camille Boatwright
Bruce Breslau
Barbara Bry & Neil Sentura
Dino D’Auria
EDCO
Ron Ferrari
Nancy Fox
Girard Foundation
Barry & Susan Graceman
Barry & Susan Graceman
John & Jeannie Hoffner
Arey Jones Educational Solutions
Lynne Kunster
Thomas & Margot Kyd
Las Patronas
Richard & Patricia Laventhol
Steven & Ellen Osinski
Ed & Karen Mercaldo
Elizabeth B. Meyer
Jennifer & Christopher Menkov
Dennis & Pamela Mudd Charitable Foundation
North Island Credit Union
San Diego Social Venture Partners
Martha Phillips & Bruce Cook
Plumbers & Pipefitters Union #230
Randall & Terri Putnam
The San Diego Foundation
Phyliss Schmedake
Paul & Linda Schultz
SONY Electronics
Sorkin Family Foundation
Southern California Pipe Trades
John & Diane Splavic
Robin Stark Family Foundation
Steinberg Trust
Leo Zipp
Junior Achievement San Diego Business Hall of Fame
Junior Achievement’s San Diego Business Hall of Fame Event honors prominent members of the business community for both
their professional accomplishments and their gracious contributions to the San Diego community. Proceeds from the event
support Junior Achievement programs giving kindergarten through 12th grade students the opportunity to gain the skills
needed to succeed in the global economy. To be considered as a Junior Achievement San Diego Business Hall of Fame Laureate,
an individual’s record of business achievement must demonstrate: business excellence, vision and innovation, inspiring leadership, and community mindedness. Junior Achievement Laureates also serve as role models to the next generation of business
leaders and have a passion for youth
leadership development and education.
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San Diego Business Hall of Fame Lifetime Laureates
San Diego Business Hall of Fame Laureates are individuals whose life work and leadership have resulted in significant,
positive improvements for the San Diego community.
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Douglas E. Barnhart, Barnhart, Inc.
John S. Barry*, WD-40
J. Robert Beyster, SAIC
Phil Blair, Manpower
Robert Breitbard*, The Hall of Champions
Sandra Brue, Sandicast
Clair Burgener*, U.S. Congressman
Malin Burnham, The Burnham Companies
Ann Burr, Time Warner Cable
Stephen Cushman, Cush Automotive Group
Joe Craver, San Diego Red Cross
Ingrid Croce, Croce’s Restaurants
Mike Cross, Sea World
Paul Ecke, Jr.*, Paul Ecke Ranch
Anne L. Evans, Evans Hotels
Peter C. Farrell, ResMed
Ron Fowler, Liquid Investments, Inc.
Murray Galinson*, San Diego National Bank
William K. Geppert, Cox Communications
Jack Goodall, Foodmaker, Inc.
Ernest W. Hahn*, Hahn Company
David Hale, Hale BioPharma Ventures
Bruce Hazard*, R. E. Hazard Contracting
Robert Horsman, San Diego National Bank
Pat Hyndman*, Vistage
Irwin Jacobs, QUALCOMM
William Jones, CityLink Investment Corp.
Mel Katz, Manpower
Herbert G. Klein*, Copley Newspapers
Jessie J. Knight, Sempra Energy
Ray Kroc*, McDonald’s Corporation
Linda Lang, Jack in the Box
Susan Lew, S. Lew & Associates
Larry Lucchino, San Diego Padres
Ron Martin, Mission Federal Credit Union
Corky McMillin*, The Corky McMillin Co.
Delores McNeely, U.S. Bank
Robert McNeely, Union Bank
Julie Meier Wright, San Diego Regional EDC
John Moores, San Diego Padres
Barbara Morton, The Brigantine Family
of Restaurants
Mike Morton, The Brigantine Family
of Restaurants
Vincent E. Mudd, San Diego Office Interiors
Tom Nassif, Western Growers
Tina S. Nova, Genoptix
Ted Owen, San Diego Business Journal
Thomas Page, San Diego Gas & Electric
Gilbert Partida, PriceSmart, Inc.
Bob Payne, Multi-Ventures, Inc.
Diane Powers, Bazaar Del Mundo
Conrad Prebys, Progress Management
Sol Price*, Price Charities
Ernest Rady, American Assets, Inc.
Debra L. Reed, San Diego Gas & Electric
Frederick H. Rohr*, Rohr Industries
Patti Roscoe, PRA Destination Management
Duane Roth, Alliance Pharmaceutical Corp.
Ted Roth, Alliance Pharmaceutical Corp.
Ralph Rubio, Rubio’s Restaurants
Hal Sadler, Tucker Sadler Architects, Inc.
Thomas Sefton*, San Diego Trust & Savings
Suzy Spafford, Suzy’s Zoo
Dean A. Spanos, San Diego Chargers
Terry A Straeter*, GDE Systems, Inc.
Deborah Szekely, Rancho La Puerta
Carol Wallace, SD Convention Center Corp.
Mary Walshok, UC San Diego Extension
Charles Wax, WAXIE Sanitary Supply
Steve Williams, SENTRE Partners
Walter Zable*, Cubic Corporation
* Deceased
Please Note: Companies listed are from
time of induction
Corporate Sponsors
By focusing on education, economics and youth development, Junior Achievement 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 has also been shown to support both leadership development and
employee morale.
$80,000+
Jack in the Box Foundation BT
Platinum Equity/San Diego UT BT
SeaWorld San Diego I BT
$50,000 - $79,999
San Diego Women’s Foundation
Wells Fargo B
$30,000 - $49,999
Bank of America B
Bridgepoint Education B
LPL Financial Services B
Mission Federal Credit Union B BT
Poway Unified School District
The San Diego Foundation BT
SDG&E/Sempra Energy B BT
State Farm Insurance BT
Union Bank B
The UPS Store B BT
US Bank B BT
$15,000 - 29,999
Associated General Contractors of America BT
Baker Electric, Inc.
Balfour Beatty Construction B
Chula Vista Elementary School District B
Cox Communications BT
Echo Pacific Construction B
Encinitas Union School District
Girard Foundation
H.G. Fenton Company BT
Innovative Employee Solutions B BT
Kaiser Permanente B BT
MiraCosta Community College District
Nixon BT
Pacific Trust Bank B
Procopio, Cory, Hargreaves & Savitch LLP B BT
San Diego County Regional Airport Authority BT
Scripps Foundation for Science
and the Environment BT
University of Phoenix
$10,000 - $14,999
AT&T B
Allstate Foundation
Best Buy Children’s Foundation
Carlsbad Chamber of Commerce
Council for Economic Education
Ernst & Young, LLP B
Farrell Family Foundation
The French Fund
Lakeside Union Elementary School District B
New York Life Foundation
PricewaterhouseCoopers, LLP B
The San Diego Union-Tribune
Sony Electronics, Inc. B BT
$5,000 - $9,999
The American Comedy Company B
Bank of the West B
Cajon Valley Union School District
California Bank & Trust I
Carlsbad Educational Foundation
Clear Channel Radio San Diego
Comerica Bank
Corenet Global, Inc
Cubic Corporation
David and Sharon Wax Family Fund
Deloitte Tax, LLP B
Ellen G. and Edward G. Wong Family Foundation
The Kid’s College
KPMG B
La Mesa-Spring Valley School District
Merrill Lynch B
Microsoft I
Opus Community Foundation
Pala Band of Mission Indians
Point Loma Nazarene University
San Diego County Office of Education B
San Diego Padres Baseball Club
San Marcos Unified School District
Silvergate Bank B
Sundt Companies, Inc. B
Xerox Corporation
19
Corporate Sponsors
$10,000 - $14,999
Billy and Shirley Casper
$5,000 - $9,999
Randy Ataide
Brian Cahill
Robert Bingham
Ron L. Fowler
Alan Spector
$1,000 - $4,999
20
Ahmed M. Abbas
Vernon Aguirre
Robert K. Alden
Chris Allen
Phil Blair
Sandra Brue
Ron Cohn
Ron L. Ferrari
Kevin F. Foley
William K. Geppert
Barry J. Graceman
Todd W. Gutschow
Pat Hyndman
Richard F. Kalenka
Linda Lang
Karl A. Lonbom
Philip Lurie
David Malcolm
Laurie C. McGrath
Wade C. McKnight
Delores McNeely
Marie C. Mendoza
Michael Morton
Ronald and Joan Moss
Jamie Ogle
Thomas A. Page
Ernest Rady
Elizabeth M. Rice MagetJames Pantera
Gene Pastula
Mike and Rhona Richardson
Carol A. Roberts
Stephen A. Rosetta
Theodore D. Roth
Phyliss Schmedake
Sandra L. Shippey
Laura Slanec
Ron Walker
Mary Walshok
Robert J. Whalen
Chad Whitehead
Stephen B. Williams
$500 - $999
Gaylin Anderson
Harry Babb
Robert Boatman
Anthony Ceccacci
Jeffrey R. Collum
Patrick Davidson
Francisco Escobedo
Jeff & Thao Hughes
Deborah Jondall
Mel Katz
Thomas King
Gary Levine
Raymond Lidstrom
Taylor Massey
Ryan B. Miller
Yuliya Nam
Mark Neilson
James A. Ogle
Chris Parks
Joanne Pastula
Tracy Powell
Duane Roth
Stephen Rowland
John Sarkisian
Andreas Schenck
Suzy Spafford-Lidstrom
Linda D. Stirling
Deborah Szekely
Linda Woltman Burnham
$250- $499
Trevor Abney
John F. Anderson
Rhonda R. Barno
Howard D. Bartner
Lowell Billings
Laura J. Birkmeyer
Lynne L. Bonenberger
Joe Braunwarth
John Cloyd
Lori Contorer
Marc Davis
Alfred Ferris
Joyce Gattas
Joshua Grossman
David F. Hale
Baron Herdlin-Doherty
Eleanor Hugus
Jonathan Isaacs
Chris Jahn
Gene W. James
Rebecca King
Maria A. Lunsford
Gaby Mergenthal
Elizabeth B. Meyer
John & Tara Michener
Ed Moss
Christopher J. Pernicano
Gabriele D. Powell
Penny J. Ranftle
Jerry Rindone
Rodger Roux
Glenn Sisson
Ellis Smith
Troy Strand
Mabel Uyeda
Your gift. Their future.
Thank you for your support!
I = Includes In-Kind Donation
BT = BizTown Participant
B = Includes Bowl-A-Thon Pledges
JA Finance Park® is a reality-based, experiential learning program to
inspire students and give them the skills they need to own their economic
success. JA Finance Park® San Diego enhances the value and importance
of traditional classroom learning by bringing students to the Park for a one
day simulation that reinforces what they have learned and puts them to
work making intelligent personal financial decisions.
Students will create a balanced budget for their unique “life situation”
which includes a job, annual salary, marital status, children (if any), education requirements for themselves and their family.
Students travel through the Park as consumers; shopping for affordable housing and utilities, transportation, groceries and
entertainment, insurance and banking services. At the end of their day, students are required to balance their budget, they
pay taxes, establish savings plans for education, emergencies, investments, and charity. During their experience they face
real life situations and financial problems. They are responsible for money management decisions that will help them be
prepared to make better financial decisions in the future. “What kind of housing can I afford” “Do I buy a pricey new sports
car or a practical vehicle that works for my needs?” If I borrow money or use my credit card, how much interest will I pay and
how will I pay it back?” “How important is my credit rating?”
JA Finance Park® students also research colleges, trade schools, and careers to find out how to get ahead. The Career Center is a resource center and will give the tools to research their dream job; where to start and how to achieve personal and
financial happiness.
It is our goal to welcome students to JA Finance Park® in the fall of 2015. We will construct the Park opposite JA Biz Town.
In order to do so we need to retro fit our building and create the same WOW for high school students as they remember
from their trip to Biz Town. The Park will be a high-tech, high-touch educational experience. Tablets and touch screens will be
used instead of paper and students leave with a connection to the proprietary software that they will use over and over again
as they face financial decisions in their future. The capital campaign for JA Finance Park ®
is $4 million dollars.
Please join us in creating this new program for
15,000 teens each year and 5,000 more
adult-aged learners after school, on
weekends and school vacations.
21
22
Junior Achievement of San Diego County, Inc.
Consolidated Statement of Activities For The Year Ended June 30, 2012 & 2011
Unrestricted Net Assets 2012
Revenue and other support
Fundraising special events
$550,852
Costs of fundraising special events
(140,381)
Net support from special events
410,471
Other unrestricted support and revenue
JA Biz Town store leases
412,000
JA Biz Town fees – school sponsored
192,238
JA Biz Town fees – non-school sponsored
74,030
Individual contributions
44,212
Corporate contributions
364,062
Board contributions
52,000
Capital campaign
17,848
Foundation grants
93,226
In-kind contributions
12,895
Unrealized gain (loss) on investments
14,765
Realized gain (loss) on investments
4,692
Rental income
6,490
Total other unrestricted support and revenue
1,288,458
Net assets released from restrictions
461,992
Total revenues and other support
2,160,921
Participation with Junior Achievement National
(68,905)
Net revenues and other support
2,092,016
Expenses
Program services
1,345,016
Supporting services
Management and general
201,372
Fundraising and volunteer recruitment
136,522
Total expenses
1,682,909
Increase in unrestricted net assets
409,107
Temporarily Restricted Net Assets
Net assets released from restriction
Contributions
55,800
Restrictions satisfied by payments
(461,992)
Increase (decrease) in temporarily restricted assets
(406,192)
Increase in net assets
Net assets at beginning of year
Net assets at end of year
2011
$682,635
(162,228)
520,407
448,500
144,672
106,359
28,838
224,127
63,600
65,668
94,600
24,482
52,341
112
6,336
1,259,635
69,612
1,849,654
(71,516)
1,778,138
1,373,855
181,646
164,284
1,719,785
58,353
(69,612)
(69,612)
2,915
(11,259)
$5,623,651
$5,626,566
$5,634,910
$5,623,651
23
Junior Achievement of San Diego County, Inc.
Consolidated Statement of Financial Position – June 30, 2012 & 2011
24
Current Assets Cash and cash equivalents
Investments
Investments – temporarily restricted
Pledges and accounts receivable
Prepaid program supplies
Prepaid expenses
Total current assets
2012 $221,395
532,636
23,448
293,920
1,298
53,527
1,126,224
2011
$311,943
604,823
351,316
233,836
3,001
15,296
1,520,215
Property and equipment, net
6,030,204
5,761,241
Other Assets
Long term pledges and receivables
Total long term assets
72,741
6,102,945
74,355
5,835,596
$7,229,169
$7,355,811
$37,008
126,325
34,037
197,370
$47,062
213,450
32,379
292,891
Mortgage Payable – Long Term
Total long term liabilities
1,405,233
1,405,233
1,439,269
1,439,269
1,602,603 1,732,160
5,414,457
212,109
5,005,350
618,301
5,626,566
$7,229,169
5,623,651
$7,355,811
Total assets
Liabilities and Net Assets
Current Liabilities
Accounts payable and accrued expenses
Deferred revenue
Mortgage payable – short term
Total current liabilities
Total liabilities Net Assets
Unrestricted
Temporarily restricted
Total net assets
Total liabilities and net assets