2016 Report to the Community
Empower the Future®
financial literacy | work readiness | entrepreneurship
Letter from our Chairman
It was great for the students to meet people who
have been in their shoes and are now in
successful business roles.
- Burnet Elementary teacher about their JA classroom experience
JA volunteers serve as business
mentors every time they teach a class.
During the 2015-16 school year 2,562 classes
throughout the Dallas area were served by
these mentors. Together, they reached
50,041 students, an increase of 13% over the
previous school year!
Teaching students about managing
money, starting a business and careers with
interactive, age-appropriate curriculum can
change their lives. When volunteers take time
to be in the classroom and teach curriculum
that mirrors what the student’s teacher taught,
magic can happen! Their minds are opened
to new possibilities of their future. The
outcome for the emerging workforce and the
community can be significant.
Members of the JA Dallas Board of
Directors, JA Young Executives Society Board
and staff have partnered over the past year to
JA Dallas Impact Numbers 2015-2016
students
50,041
classes
2,562
160
educators
public schools
2,231
Priority Districts
*ADDITIONAL DISTRICTS
4
17
PRIVATE
& CHARTER SCHOOLS
volunteers
18
Volunteer experiences
*includes public school, private, and charter districts
3,956
4,791
implement the first year of our strategic plan with
reaching significantly more students. Another
exciting outcome is the decision to move forward
with JA BizTown, a life experiential curriculum
that teaches 6th grade students the meaning of
being a consumer, a citizen, and a tax-payer
through first-hand experience!
We are pleased to release independent
research findings from Texas students after
experiencing JA:
• 75% realized the importance of staying in
school
• 75% say JA is relevant to their future and
real life
• 90% would recommend JA to a friend
In a competing global economy with
constant innovation and changing technology, it
is critical that education keep pace and prepare
students for future career and economic
success.
JA Dallas has been serving as a conduit
for financial literacy, work readiness, and
entrepreneurship education for 62 years, bringing
business and community volunteers into schools
to teach financial and business skills relevant to
changing times. JA Dallas’ core purpose is to
inspire and prepare young people to succeed in
a global economy.
Thank you.
Sandra Wells
Chairman, Board of Directors
Junior Achievement of Dallas
Finances at a Glance
2016
2015
$955,930
$1,126,559
$87,005
$122,235
$706,778
$693,470
$10,364
$12,490
$1,760,077
$1,954,754
$1,359,306
$1,256,508
General and Administrative
$149,391
$131,974
Fundraising
$307,405
$262,354
$1,816,102
$1,650,836
Contributions
Donated Goods and Services
Special Events
Interest and Other
Support and Revenue
Expenses
Program Services
Total Expenses
Services and Opportunities
JA High School Heroes
“I enjoyed teaching the
students because they were
really excited about learning
new things and playing with
the activities. It was really hard
to get the students to stay on
task. I learned that being a
teacher was harder than it
seems.“
- Harmony School of
Business Student,
Harmony ISD
JA in a Day
“JA in a Day gives you an opening into
the real world. For example, when you
are being interviewed, you can't show
up messy and with no posture. You
have to respect yourself and the person
interviewing you.”
- Maya Angelou High School
Student, Dallas ISD
JA Job Shadow
“I learned that companies are looking for
candidates who show they are ready to work
hard and have a solid résumé.”
- Kimball High School Student, Dallas ISD
JA Company Program
“One thing I learned is that
leadership and dedication is key.”
- Berkner High School Student,
Richardson ISD
JA in the classroom
“In 4th grade, I learned about being an
entrepreneur. I now own my own vending
machine company, which helped me earn money
to help buy our family dog.”
- Mathews Elementary Student, Plano ISD
Capital One/Junior Achievement Finance Park®
“I learned that being an adult is hard and managing a
budget is even harder. I now know what my mom is going
through, so I will help my family and our finances. I might
even open my own savings account.”
- Zan Holmes Middle School Student, Dallas ISD
To i n s p i r e a n d p r e p a r e y o u n g p e o p l e t o s u c c e e d i n a g l o b a l e c o n o m y .
Take Your Business to School Week
“When the business people come in and work with our
students, it gives students a real life application and how it
relates to their future.”
- Townley Elementary Principal,
Irving ISD
JA Bowl-A-Thon
JA Bowl-A-Thon made a difference in the lives of
more than 7,500 Dallas-area students. Nineteen
companies and 1,375 bowlers raised more than
$255,000 while striking out financial illiteracy
during the Be a Kid’s Hero Bowl-A-Thon.
Junior Achievement Dallas
Business Hall of Fame®
Swing for JA
Swing for JA raised nearly $30,000 and
helped impact more than 900 Dallas-area
students with JA programs. One-hundred
golfers came out to TopGolf Allen for the
2nd Annual event!
Junior Achievement Dallas Business Hall of Fame®
held its 18th Annual Gala honoring Craig Hall,
Senator Kay Bailey Hutchison, Ambassador Ron
Kirk, and Richard K. Templeton. Lauren Mora, 2016
Student of the Year, from Woodrow Wilson High
School, relayed to the audience how JA made a
difference in her life.
Tawaila Simmons
IT REALLY CHANGED MY
LIFE DRAMATICALLY
BECAUSE THAT WAS
THE FIRST TIME THAT I
ACTUALLY HAD
ANYTHING LIKE WHAT
WAS CALLED 'A
MENTOR’
Looking at her now, you might think
Tawaila Simmons is everything a 21st century
woman could hope to be. Tawaila is a serial
entrepreneur based in Dallas, Texas who
made her first million in business early on and
is now working on her third business as a grant
writer, life coach, and corporate trainer. She,
and her high school sweetheart turned
husband, have four children, one of which is
now pursuing her doctoral studies at Baylor
University.
But, it wasn't always this way. In middle
school, Tawaila was considered at-risk. Being
the oldest of six kids, Tawaila held a lot of
responsibility as her parents worked hard to
support them. Her father, a truck driver, was
gone for long periods at a time. Her mom
worked a day job while going to school at
night.
By the 8th grade, Tawaila had been in five
different schools. With constant moves and an
undiagnosed case of dyslexia, Tawaila began
to fall behind in her studies and she felt she
could never catch up. Overwhelmed, Tawaila
never shared her struggles with anyone. She
tried to figure everything out herself, but
instead was picked on by other kids finding
herself in more trouble, turning
into a person she didn't want to be.
When Junior Achievement came to
Tawaila's school at Foster Middle School in
Longview, Texas and made a presentation,
Tawaila was riveted. The JA volunteers—
successful professionals themselves—
introduced concepts to her like financial
literacy, budgeting, and personal
development.
Tawaila always knew she wanted to be a
professional, even with her troubled
background. Junior Achievement was her
opportunity to learn how to make her dream a
reality. “To actually have somebody sit down
and talk to me the way my mentor did, that
was new to me," Tawaila said. "For an at-risk
youth like myself, having a Junior
Achievement mentor meant [there was a]
person that was speaking into my life now, at
that very point in my life."
Throughout high school, Tawaila took
Junior Achievement classes which helped her
overcome her tendency to bottle everything
inside. "It really changed my life
dramatically,'” Tawaila shared. “These people
that came alongside me to teach me and help
me were a lot of the greatest contributing
factors to my success today."
Junior Achievement of Dallas 2016-2017
Executive Committee Members
Tracy Merzi, Past Chair
Dallas Business Journal
Sandra Wells, Chair
Ernst & Young LLP
David Whiting, Chair Elect Phillip Huffines, Chair – Funding Action
Huffines Communities
Comerica Bank
Douglas Scandling,
Secretary and Treasurer
Citi
Christy Jacoby, Chair – Board Action
PepsiCo, Inc.
Brent Raindl, Chair – Impact Action
PlainsCapital Bank
Corey Anthony
AT&T
Corey Anthony
AT&T
David Swiney, Chair – Audit
KPMG LLP
Jerry Kielman
CIC- Insurance
Executive
Lindy Austin
Emeritus
Imprimis Group
Gail Cooksey, Chair - Marketing
Cooksey Communications
John Shelnutt
Cisco Systems, Inc.
Young Executives Society Board of Directors
Jared Campbell
Toyota
William Clark
AT&T
Tara Miller
Miller Services Group
Matt Carrol
Frost Bank
Matthew Garcia
US Congressman
Pete Sessions
Bosque Moore
Oncor
Lindsay Chaney
Centro
Andrew Chin
PepsiCo.
Frito-Lay, Inc.
Zach Hunter
PlainsCapital Bank
Kara Jenkins
Berry R. Cox, Inc.
Stephen Myers
Norton Rose Fulbright
Brian Page
ExxonMobil
Scott Riddle
Kane Russell
Coleman Logan
Adam Ruff
RTW Financial
Advisors
Karan Sihota
ExxonMobil
Steven Stich
US Trust
Adiv Sulaiman
Pioneer Natural Resources
Kyle Turbitt
Bank of America
Merrill Lynch
Shareron Willis
AT&T
Kirk Baylor
IBM
Todd Burns
Bank of America
David Cargile
KPMG LLP
Joann Chatfield
MoneyGram
Reginald Colby
Coca-Cola
North America
JUNIOR
ACHIEVEMENT
HAD GIVEN HIM
THE PLATFORM
TO CONTRIBUTE
TO THIS YOUNG
MAN'S SUCCESS
IN LIFE.
Lloyd Okolo
As a petroleum engineer at STS
International, Lloyd Okolo looks like a man
with all the answers. Financially fit and
established in his field, Lloyd felt like it was
time to give back.
By volunteering with Junior Achievement,
Lloyd saw it as a chance to give back and to
build his confidence in public communication.
Although he didn't realize it at the time, Lloyd
would receive much more from his volunteer
experience than he expected.
Lloyd was assigned to teach five personal
finance courses at Hillcrest High School, in
Dallas ISD, his alma mater. Lloyd would have
the chance to go back to the place that shaped
him as a young man. He would walk the same
halls and meet some of the same teachers
who taught him in class. The feeling was
surreal.
Lloyd and his family were Nigerian
immigrants and it was hard to adjust to the
new environment. He was trying to
understand the nuances of American culture,
while simultaneously learning the English
language and studying for his classes in
English. "When I first came to America, not
having any friends, walking through the
hallways, I was intimidated," Lloyd confessed.
"Going back, [I felt] more of an adult
confidence." Lloyd now felt he had something
helpful to offer the students. The classes went
well, and there was one significant moment
that stood out to Lloyd.
During lunch, a freshman approached
Lloyd's table and asked if he could ask a few
questions. The young man sat with Lloyd, and
they began a conversation that impacted both
Lloyd and the student. They talked about what
it's like growing up, going to college, career
options, and how to afford college. "I thought it
was going to be like a simple question and
answer," Lloyd said. "It turned out that we
stayed during the whole lunch time—we didn't
even get through lunch!"
Something special happened in that
moment that made Lloyd want to volunteer all
over again. Junior Achievement had given him
the platform to contribute to this young man's
success in life. "I don't want to say that I
changed his life, but it felt like I added to it, that
I added some pieces,” Lloyd explained. “I
added a missing part to what he was trying to
achieve, to be the person that he wanted to
be."
Junior Achievement of Dallas 2016-2017
Board of Directors
Gail Cooksey
Cooksey Communications
John Gustafson
American Airlines
Jerry Kielman
CIC- Insurance Executive
Jeff Owens
TravisWolff LLP
John Shelnutt
Cisco Systems, Inc.
Jody Diaz
Rent-A-Center
Alan Hamrick
Wells Fargo
Lynne Lachenmyer
Exxon Mobil Corporation
David Pansing
Grant Thornton LLP
Paul Sullivan
Emeritus
Keith Doan
KRD Risk Management
Services
Susan Haseley
Protiviti, Inc.
Ray LaDieu
BBVA Compass
Paul Parette
Deloitte
John Trevino
Telemundo 39
Steve Hayward
JPMorgan Chase
John Maguire
Brad Phillips
Darling Ingredients,
Inc.
Rudy Walker
Regions Bank
Kirt Donatello
Capital One Bank
Brad Dorethy
Paranet
Michael Doyle
Capgemini North America
Anthony Erickson
Accenture
Phillip Huffines
Huffines Communities
Christy Jacoby
PepsiCo, Inc.
Kevin Kemp
BKD LLP
Tracy Merzi
Dallas Business Journal
Melissa Morales
State Farm
Christian Moreno
Lockton Dunning Benefits
Danny Noteware
Potter Minton, PC
Jennifer Pierce
AIG
Brent Raindl
PlainsCapital Bank
Douglas Scandling
Citi
Sandra Wells
Ernst & Young LLP
David Whiting
Comerica Bank
Spencer Williams
ACE Cash Express
Schools Served
The schools listed below have been directly impacted by our partners. Empowering young people to own their economic success.™
Advantage Academy ISD
Jerry R. Junkins Elementary School
Hodge Elementary
J F Townley Elementary
Frankford Middle School
AA Grand Prairie West
John B. Hood Middle School
Tom Harpool Middle School
J O Davis Elementary
Haggard Middle School
AA North Duncanville
John F Kennedy Learning Center
W S Ryan Elementary
John & Margie Stipes Elementary
Hendrick Middle School
AA Waxahachie
Julian T Saldivar Elementary School
Duncanville ISD
Argyle ISD
K B Polk Center for Academically
Duncanville High School
John R Good Elementary
Garland ISD
Lady Bird Johnson Middle School
Hilltop Elementary
Talented and Gifted
School
Jasper High School
Larry D Guinn Special Program
Center
Carrollton – Farmers Branch ISD
Kathlyn Joy Gilliam Collegiate Academy
Classical Center at Brandenburg
Lorenzo de Zavala Middle School
Mathews Elementary
R L Turner High School
L G Pinkston High School
Heather Glen Elementary
MacArthur High School
Meadows Elementary
Dallas ISD
Lakewood Elementary
Herfurth Elementary
Nimitz High School
Otto Middle School
A Maceo Smith New Tech High School
Lorenzo de Zavala Elementary
Hudson Middle School
Otis Brown Elementary
Renner Middle School
Amelia Earhart Learning Center
Martha Turner Reilly Elementary
Kimberlin Academy for Excellence
Paul Keyes Elementary
Robinson Middle School
Barack Obama Male Leadership Academy
Martin Luther King Jr. Learning Center
North Garland High School
Sally B Elliott Elementary
Schimelpfenig Middle School
Ben Milam Elementary
Maya Angelou High School
O'Banion Middle School
Sam Houston Middle School
Shepton High School
Boude Storey Middle School
Moises E Molina High School
Rowlett High School
T J Lee Elementary
Vines High School
C F Carr Elementary
Nancy Moseley Elementary
South Garland High School
Townsell Elementary
Williams High School
Casa View Elementary
Nathan Adams Elementary
W C Daugherty Elementary
Travis Middle School
Wilson Middle School
Cesar Chavez Learning Center
Oran M Roberts Elementary
Webb Middle School
W T Hanes Elementary
Private or Charter School
Charles A Gill Elementary
Paul L Dunbar Learning Center
Grand Prairie ISD
KIPP College Preparatory
Allen Creme de la Creme
Dan D Rogers Elementary
Reinhardt Elementary School
Dwight D. Eisenhower Elementary
Public Schools
Evolution Academy
David G Burnet Elementary
Robert E Lee Elementary
KIPP Destiny Elementary
North Central Texas Academy
Eladio R Martinez Learning Center
Sarah Zumwalt Middle School
Florence Hill Elementary
Lancaster ISD
Saint Mark's Catholic School
Emmett Conrad High School
School of Business and Management
Hector P Garcia Elementary
G W Carver 6th Grade STEM
Thanksgiving Tabernacle Bible
Juan N Seguin Elementary
Learning Center
F P Caillet Elementary
at Yvonne A. Ewell Townview Center
School
Fellowship
Felix G Botello Elementary
Skyline High School
Marshall Leadership Academy
Legacy Prep Charter Academy
Richardson ISD
Francisco "Pancho" Medrano
STEAM Middle School at D.A. Hulcy
Whitt Fine Arts Academy
Legacy Prep Mesquite West
Apollo Junior High
Sudie Williams Elementary
Harmony Public Schools
Legacy Prep Plano
Arapaho Classical Magnet Elementary
H Grady Spruce High School
Sunset High School
Harmony School of Business
Lewisville ISD
Big Springs Elementary
H I Holland Elementary at Lisbon
Thomas A Edison Middle Learning Center
Harmony School of Nature
Killian Middle School
Bowie Elementary School
Herbert Marcus Elementary
Thomas Jefferson High School
Harmony Science Academy Dallas
Southridge Elementary
Brentfield Elementary
Highland Meadows Elementary
W H Adamson High School
Irving ISD
Little Elm ISD
Forest Meadow Junior High
Hillcrest High School
W H Gaston Middle School
A S Johnston Elementary
Hackberry Elementary
J J Pearce High School
Innovation, Design, Entrepreneurship
W T White High School
Albert Farine Elementary
Lakeside Middle School
L V Berkner High School
William Brown Miller Elementary School
Barbara Cardwell Career Preparatory
McKinney ISD
Lake Highlands Elementary School
Middle School
Academy
Irma Lerma Rangel Young Women's
Leadership School
J P Starks Math, Science and
Technology Vanguard
James Madison High School
William L Cabell Elementary
Center
Gibson Caldwell Elementary
Lake Highlands Freshman Center
Wilmer Hutchins Elementary
Barton Elementary
Roy Lee Walker Elementary
Lake Highlands High School
Woodrow Wilson High School
Brandenburg Elementary
Mesquite ISD
Lake Highlands Junior High
Zan Wesley Holmes Jr Middle School
Britain Elementary
Dr John D Horn High School
Liberty Junior High
Denton ISD
F M Gilbert Elementary
North Texas Collegiate Academy
Math Science Technology Magnet
Cross Oaks Elementary
Irving High School
Little Elm Education Center
Mohawk Elementary
Denton Education Center
Northwood Hills Elementary
Lewisville Education Center
Parkhill Junior High
Plano ISD
Richardson High School
Armstrong Middle School
Richardson North Junior High
Bowman Middle School
Westwood Junior High
C M Rice Middle School
White Rock Elementary
Carpenter Middle School
Uplift Education
Clark High School
Uplift Peak Preparatory High School
[JA of Dallas] is a great resource
for you and it makes college
possible.
- Dr. Michael Hinojosa
Dallas ISD Superintendent
1201 Executive Dr. West | Richardson, TX 75081 | 972.690.8484 | www.jadallas.org
Thank You to Our Partners
The JA Partners listed below have generously donated funds and/or volunteer resources to provide the JA curriculum to students.
A. Maceo Smith High School Heroes
Reginald Colby
Joseph M. Grant
MacArthur High School Heroes
Southern Methodist University
Accenture, plc
Deb Coleman
Grant Thornton LLP
Mathews Community
State Farm
ACE Cash Express
Gail Cooksey
Green Bank
Tracy Merzi
Roger & Marianne Staubach
Adeptus Health
Comerica Bank
Jason Greer
Microsoft Corporation
Paul & Barbara Sullivan
AIG
Communities Foundation of Texas
John Gustafson
The David B. Miller Family Foundation
Dave Swiney
Allianz SE
Cooper Aerobics Center
Scott Hahn
Mark Mitchell
Synchrony Financial
Ally Servicing
CRC Insurance Services
HALL Group
MoneyGram Foundation
Hettie Tabor
American Airlines Group Inc.
Crowe Horwath
Alan K. Hamrick
Melissa C. Morales
Target Corporation
Anonymous
Dallas Business Journal
Harmony School of Business Heroes
Christian Moreno
Telemundo 39
Corey Anthony
The Dallas Foundation
Harmony Science Academy Heroes
Jay & Jan Murfield
Mary Templeton
AT&T Inc.
Dallas HD Films
The Hartford Financial Services Group
Neiman Marcus
Mike & Mary Terry
A.T. Kearney, Inc.
Dallas Women's Foundation
Diane Hartley
Nokia
Texas Instruments, Inc.
The AYCO Company, L.P.,
Darling Ingredients, Inc.
Haynes and Boone LLP
North Dallas Bank & Trust Co.
Texas Woman's University
Deloitte & Touche LLP
Jonathan W. Hill
North Dallas Imports
Thanksgiving Tabernacle Bible Fellowship
Balfour Beatty Construction
DeVry University
Phillip & Holly Huffines
Northrop Grumman Corporation
TIAA-CREF
Bank of America Corporation
Kirt Donatello
Huffines Communities
Norton Rose Fulbright
John & Debbie Tolleson
Barclays PLC
Russel Dubree
Jay Hull
Erle Nye
Tolleson Wealth Management
Colleen Barrett
Eagle Scholars Community
Caroline Rose Hunt
OneSource Virtual
TopGolf of Allen
A Goldman Sachs Company
Hunt Consolidated, Inc.
Origin Bank
TopGolf Park Lane
BBVA Compass Bancshares, Inc.
Kent Eastman
David Huntley
David Pansing
Toyota Financial Services
BDO USA LLP
Embark
Kay Bailey Hutchison
Paranet Solutions
The Travelers Companies, Inc.
BKD LLP
Ernst & Young LLP
IMA Financial Group, Inc.
Paul Parette
TravisWolff LLP
Doug and Holly Brooks
Exxon Mobil Corporation
Imprimis Group
PepsiCo, Inc.
John Trevino
CAGE, Inc.
Fannie and Stephen Kahn
Insurance Industry Charitable
Brad Phillips
U.S. Bank
Phoenix Capital Partners
USAA
Baylor Scott & White Health
Capital One
Volunteers
Charitable Foundation
Foundation, Inc.
David Cargile
Fannie Mae
Insurity, Inc.
Pioneer Natural Resources
United Way of Metropolitan Dallas, Inc.
Benjamin Carroum
Financial Planning Association of
IBM
PlainsCapital Bank
University of North Texas at Dallas
J J Pearce High School Heroes
John Probe
University of Texas at Dallas
Jack E Singley Academy High School
Protiviti, Inc.
Vickery Meadow Youth Development
CBS EcoMedia
Dallas/Fort Worth
Jeff Chapman
Flowserve Worldwide Headquarters
Joann Chatfield
Freddie Mac
Robert Ciminelli
Frost Dallas Financial Center
Christy A. Jacoby
Randstad Technologies
Vines High School Heroes
Circle of Support, Inc.
Gardere Wynne Sewell LLP
James Madison High School Heroes
Regions Financial Corporation
VIRA Insight
Cisco Systems, Inc.
General RE Corporation
JPMorgan Chase
Rent-A-Center
Vizient
CitiGroup, Inc.
Girl Scouts of NE Texas
Junior League of Collin County
Richardson High School Heroes
W.P. & Bulah Luse Foundation
CliftonLarsonAllen LLP
The Goldman Sachs Group, Inc.
Herbert D. Kelleher
Rockwell Collins
Rudy S. Walker
Coca-Cola Refreshments
Grand Prairie High School Heroes
Kevin L. Kemp
The Rosewood Foundation
Sandra Wells
Ron Kirk
Roy Lee Walker Community
Wells Fargo Bank
Kohl Foundation
Saint Mark's Community
White Rock Community
Kohl's Corporation
Bruce & Sarah Sammis
David Whiting
KPMG LLP
Samsung Electronics Co., Ltd.
Wildfire XM
KRD Risk Management Services
SAP Americas
Shareron Willis
The Kroger Company
Douglas Scandling
Spencer Williams
Lynne M. Lachenmyer
Robert N. Schleckser
Wilshire Bank
Swastik Lahiri
Rick & Catherine Shae
Julie Winger
Lake Highlands High School Heroes
John Shelnutt
Ben Woodard
Legacy Texas Bank
Shermco Industries, Inc.
Woodforest National Bank
Liberty Mutual Insurance Company
Slalom Consulting
Woodrow Wilson High School Heroes
Lockton Dunning Benefits
South Garland High School Heroes
Zurich American Insurance Company
We not only make
their lives better, but
we potentially enrich
all of our own lives .
- Ambassador Ron Kirk
Heroes
Foundation
Brent Raindl
Lyco Holdings Incorporated
1201 Executive Dr. West | Richardson, TX 75081 | 972.690.8484 | www.jadallas.org
Why
JA?
JA Alumni Work Readiness
88%
JA Alumni Business Ownership
143%
Satisfied with career
More likely to be involved in
entrepreneurial activities
55%
Gave me an idea of
how business works
75%
$
Believe U.S. economic
system benefits most
30%
55%
Gave me an idea of
what to do for a career
1 in 3
Learned how a business
works through JA
JA Alumni Career Aspirations
Credit JA for
influencing
career decision
67%
General
Population
More likely to have
an advanced degree
1 in 5
Work in same
field as their JA
volunteer
1201 Executive Dr. West | Richardson, TX 75081 | 972.690.8484 | www.jadallas.org