2009 JA New York Annual Report

More Than Luck2009 ANNUAL REPORT

Our Core OrganizationalValues� Belief in the boundless potential of young people

� Commitment to the principles of market-basedeconomics and entrepreneurship

� Passion for what we do and honesty, integrity andexcellence in how we do it

� Respect for the talent, creativity, perspectives andbackgrounds of all individuals

� Belief in the power of partnership and collaboration

� Conviction in the educational and motivational impact of relevant hands-on learning

To inspire and prepare young people to succeed in a global economy.

Our Mission

Table of Contents

More Than Luck!

Leadership Address ................................................................................................1

Organizational Profile ..........................................................................................2

Impact by Numbers .................................................................................................4

JA Volunteer in Action .........................................................................................5

Jason’s Story ...........................................................................................................................6

Rewarding Excellence ......................................................................................8

Roll Call: Above and Beyond ...........................................................10

A Bryant High School Bromance .........................................12

Board of Directors ....................................................................................................14

Associate Board ...........................................................................................................16

Hispanic Initiative Advisory Council ................................17

Corporate/School Partnerships ...........................................18

School Partners..............................................................................................................21

Community Partners........................................................................................25

Financial Statements .......................................................................................26

Business Investors ...............................................................................................28

Individual Investors..............................................................................................30

Invest in Yourself: Invest in Your Community ....................................................................32

2008 LeadershipAwards Gala: Masterof CeremoniesMaurice DuBoiscongratulates“Student Leader ofthe Year” honoree,Xiang Siow.

Dear friends,

Without a doubt, JA New York’s ability to attract the support of a dynamiccommunity of people who care abouteducation and the future of our youngpeople has been crucial to thesustainability of the organization. Thisyear’s annual report theme—”Success isMore Than Luck”—invites you to read andshare the inspirational stories of students,volunteers, alumni and partners.

In our 80th year of delivering economic education programs toNYC and Long Island students, the need for such education hasnever been more visible or critical. This is a time to reflect on thestrength and reach of a mission that has championed financialresponsibility. For eight decades, JA New York has been a primaryeconomic education resource to prepare young people to beresponsible and successful citizens.

Our success has required more than luck to survive a challengingyear. The recent national and local economic downturn hasreshaped the giving/volunteering landscape that sustained us inthe past. Like most non-profits, we found ourselves struggling tofulfill our mission while expanding and maintaining stability. Nowmore than ever, our young people—especially in underservedcommunities—are in danger of losing access to pathways ofsuccess, opportunity and hope.

It’s clear the time is right for new ideas, approaches and solutionsto drive the organization forward to a more stable and successfulfuture. We’ve already taken steps to reposition and strengthen theorganization. By restructuring and controlling expenses, we’relaying the groundwork to become a better, stronger, moreefficient operation.

We still have a tough road ahead of us, but opportunity still exists.The challenge is to prepare for it, recognize it and to leverage it.The good news is our people are smart; our mission is achievable;and we have a passionate and dedicated community of supporters.We trust in our collective talent to creatively solve problems andwe have the courage to remain optimistic and innovative.

JA still has the potential to be the primary economic educationalresource, not just in New York City, but in the world. At a locallevel, we need to adapt to the environment and refocus our effortson delivering high-impact programs with fewer resources. As acommunity, we can do it. We’re determined and most of all, we’remotivated. We believe in our resourcefulness to live up to thepromise of the JA mission—to inspire and prepare young people to succeed in a global economy. We can’t guarantee that any of this will be easy, but we will make sure that whatever we ask you todo will be achievable and we will ensure that the JA New Yorkmission continues to be rewarding and inspiring.

Thank you for your dedication, your generosity, your imagination,your optimism and for standing by us for eight decades of servicein support of our young people. The students we serve are gratefulfor your volunteer and fundraising efforts. Without you, therewould be less opportunity and resources to prepare them tonavigate through a rapidly changing world. We hope you enjoyreading this year’s annual report and that you will find inspirationin testimonials from members of the JA community. Together, ourcollective success will always be more than luck because we arecommitted to touching lives, changing attitudes, inspiring hope and igniting potential.

Most sincerely,

Douglas E. Schallau, PresidentJunior Achievement of New York, Inc.

Message from our President

J U N I O R A C H I E V E M E N T O F N E W Y O R K , I N C .

Leadership Address

“The good news is our people are smart; our mission is achievable and we have a passionate and dedicated community of supporters.”

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About Junior Achievement of New York, Inc.Founded in 1929, Junior Achievement of New York, Inc. (JA New York) is theNew York affiliate of Junior AchievementWorldwide, the world’s largest and fastest-growing organization dedicated to inspiringand preparing young people to succeed ina global economy. Through a dedicatedstaff and volunteer network, JA providesin-school and after-school programs forstudents in grades K-12. JA’s educationalprograms focus on three key content areas:financial literacy, entrepreneurship andwork readiness.

Last academic year, JA’s in-school and after-school programs served 95,095 students inthe NYC and Long Island geographic area. Inaddition, 128 individual Junior Achievementarea operations reach more than four millionstudents in the United States, with anadditional 5.7 million students served byoperations in 122 other countries worldwide.

Our Mission Is…To inspire and prepare young people tosucceed in a global economy.

Our Core Organizational Values• Belief in the boundless potential ofyoung people

• Commitment to the principles ofmarket-based economics andentrepreneurship

• Passion for what we do and honesty,integrity and excellence in how we do it

• Respect for the talent, creativity,perspectives and backgrounds of all individuals

• Conviction in the educational andmotivational impact of relevant hands-on learning.

Our Key ProgramsPrograms with age-appropriate curricula are designed to teach elementary studentsabout their roles as individuals, workersand consumers and to prepare middle andhigh school students for key economic andcareer challenges they will face. Throughrole-playing, computer-based simulations,board games and classroom discussions,students learn job-hunting skills, budgetingtechniques, communication and interpersonalrelations, the importance of staying inschool as well as personal and financialmanagement skills.

PROGRAM LIST

The following Junior Achievement ofNew York programs and experienceswere delivered during the 2008-2009program year.

ELEMENTARY

Ourselves®

Our Families®

Our Community®

Our City®

Our Region®

Our Nation®

JA More than Money™

MIDDLE

JA Economics for Success®

JA Global Marketplace®

JA It’s My Business!™

JA America Works!™

JA Finance Park™

JA New York Business Education Days

HIGH

JA Success Skills®

JA Careers with a Purpose™

JA Titan®

JA Economics™

JA Company Program™

JA Business Ethics™

Junior Achievement Presents:

The NEFE High School

Financial Planning Program™

JA Job Shadow™

JA Exploring Economics™

JA Banks In Action™

JA New York Business Plan Competition

JA New York Youth Leadership Conferences

JA New York High School Heroes

JA New York Student Ambassador Program

JA New York Summer Internship Program

2008-2009 Organizational Profile

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“JA programs are an essential tool for students. It gives them a foundationof financial knowledge that some of us take for granted. Learning simpleconcepts such as earning interest, saving, spending and looking behinddeceptive marketing copy will help ensure that kids are armed with thepower to navigate a complex financial landscape.”

Michael MondazziHSBC Volunteer

More Than Luck

Our Volunteers…Are as diverse as the students that they serve.During the 2008-2009 school year, 4,783corporate, community and student volunteersmobilized to deliver JA economic educationprograms to NYC and Long Island students.What they all have in common is a desire tocontribute to the communities in which theylive and work. Volunteers use their insight,their knowledge and their experiences toinspire NYC and Long Island students.

JA Has Been Proven SuccessfulA 2001 study on JA’s program experienceby Western Institute of Research andEvaluation found that Supervisors ofcompanies where JA students wereemployed believed JA students werecompetent in the following areas asopposed to students with no JA experience:

• Showing initiative

• Being dependable

• Showing effort

• Working independently

• Possessing self-confidence

• Acting in a professional manner

• Appearing professional

• Possessing knowledge of job duties.

Our Leadership and GovernanceDouglas E. Schallau serves as President andChief Staff Officer. Mr. Schallau leads a 32-person professional staff. Mr. Anré Williams,President, Global Commercial Card, AmericanExpress, serves as the volunteer Chair of a 63-member JA New York Board of Directors. Ms.Crystal Sampson, Partner, Ernst & Young, LLP,serves as Chair of the 20-member JA New

York Associate Board and Mr. Eliezer Diaz,Director of Service Delivery and CustomerServices at Verizon Communications, servedas Chair of a 15-member JA New YorkHispanic Initiative Advisory Council.

Our BudgetJA New York’s 2008-2009 budget was $4.2 million generated from corporatecontributions, special events revenue,individual gifts and foundation grants.Contributions to JA New York, a 501(c) 3not-for-profit organization, are tax deductibleto the full extent allowable by law.

We Meet Standards of Charity AccountabilityJA New York participates in the BetterBusiness Bureau (BBB) Charity Seal Program,a symbol to donors that our organization has met the 20 Standards for CharityAccountability. The 20 standards evaluatecharities’ financial accountability, governanceand oversight, effectiveness measures,fundraising and informational materials.

Manhattan 17%

Brooklyn 22%

Bronx 17%

Queens 17%

Staten Island 4%

Long Island 23%

Corporations 33%

Events 35%

Foundations 26%

Individuals 6%

Sources of Funding School Partnerships by NYC Borough and Long Island

Elementary 42%

Middle 20%

K-8 8%

K-12 4%

High 26%

Program Distribution by School Market Segment

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More Than Luck 2 0 0 9 A N N U A L R E P O R T

JA New York student learns how to managemoney using hands-on, grade-appropriate,interactive curriculum.


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“I have partnered with JA for the last 10 years.Whenever I think of Junior Achievement,positive thoughts alwayscome to mind. Everyparty involved in this exciting program benefits. My studentsget to meet businessprofessional role modelsthey can look up to. They also learn aboutdifferent vocations. The volunteers are dedicated, committed,enthusiastic and generous with their timeand resources. Theyenjoy interacting withthe students and helpingto prepare them to succeed. It’s a win-winsituation for all!”

Aaron Eng-AchsonEducatorPS 42

MISSION

To inspire and prepare young people to succeed in aglobal economy!

Operations & Reach

Geographic Footprint NYC & Long Island

Staff Members 32 Staff Members

Office Locations NYC & Long Island

Total Students Served (NYC & Long Island—2008–2009) 95,095

Elementary Students Served 50,540

Middle School Students Served 19,342

High School Students Served 25,213

Percent Program Mix Middle/High 47%

2008–2009 Total Volunteer Pool 4,783

Classes Taught 4,097

Impact by Numbers2008--09

JA Volunteer In ActionName: Christa Avampato

Age: 32

Occupation: Senior Manager of New Product Development, American Express

Residence: New York City

Education: Graduated from Highland High School, Long Island. AttendedUniversity of Pennsylvania (undergrad) followed by DardenSchool at UVA (MBA).

Volunteer Experience: First time volunteer. Taught JA Business Ethics, Spring 2009

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Why I � to volunteer with Junior Achievement…

“My Junior Achievement volunteer experience is the best part of my day.It allows me to use different skills than the ones I use all day in theoffice. Students keep us on our toes. We have to learn to improvise inorder to keep the class engaged and motivated. In just a few classes,I’ve seen kids go from feeling completely disinterested in Business andEthics to understanding how interesting and complicated the subject is.It’s a fantastic transformation to witness.”

Why YOU should support Junior Achievement…

“My education is my most valuable asset. It has opened so many doorsfor me. I feel incredibly fortunate to have this lifestyle and opportunities.With good fortune comes a responsibility to pay it forward and JA is apowerful way to do that. You’ll see tangible results of your work in justa few weeks. I look forward to my class all week and so do thestudents! It’s a great feeling to walk away from the class knowing thatyou helped a student see a new point of view. I hope I can help themthink differently about the world around them and the role they play in their communities.”

More Than Luck

JA New York volunteer, Christa Avampatowith High School for Finance and Economicsstudents from her JA Business Ethics class.

JA New York volunteers use their insight,experience and knowledge to preparestudents to succeed in the real world.


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Jason’s Story

In July 2008, Beat the Boss, a children’sbusiness reality show produced by theBritish Broadcasting Corporation(BBC), reached out to Junior Achievementof New York to audition JA students aspotential participants on the show. Beatthe Boss encourages middle school kidsto develop competitive entrepreneurialand business skills.

For one Harlem-based JA after-schoolstudent, this opportunity was an amazingeducational journey, which took him fromHarlem to Pittsburgh, where he matchedbusiness wits with aspiring youngentrepreneurs from across the pond. In theprocess, he learned some valuable lessonsabout taking risks and what constitutes awinning business idea.

Jason Hoating, an 8th grade student,participates in the Children’s Aid Society at the Drew Hamilton Learning Center After-School Program in Harlem. He hasparticipated in JA programs since 6th grade.Jason was one of several students whoparticipated in the Beat the Boss auditionsin NYC. Out of one hundred finalists, Jasonwas one of three selected to be on the show.

The program pits two teams against eachother. One team consists of kids—theBright Sparks. They compete against theBig Shots—three adult entrepreneurs. Theteams are then briefed on a new productfor a recognizable brand in the children’sconsumer market. Products range fromhousehold goods, clothing andleisure/sporting goods to food andconfectionary. The teams must carry outmarket research and brainstorm to come

up with an idea for their own prototype.The company then produces the two fullypractical products. As kids and consumers,the Bright Sparks know the children’smarket, and as established entrepreneursthe Big Shots know business andmarketing. But who can design the most successful product?

At the end of each episode, the finishedprototypes are revealed to 25 children. Thekids vote for their favorite product. Theteam with the most votes wins a limousineride home while the losers take the bus.

We interviewed Jason Hoating about hisBeat the Boss experience:

WHY DO YOU THINK YOU TRIED OUT FOR THE SHOW?I decided to try out for the show because I want to be a chef and have my ownrestaurant and television show. To have aTV show, I have to learn not to be shy oncamera. I thought that I should go for it sothat I could get a nice experience being onTV. I’m very spontaneous. I don’t like tolose. It’s the perfect competition for me. I’m very competitive.

WHAT DID THE INTERVIEWER ASK YOU?She asked me what I would say to thebosses if I won. I said, “Watch out bosses,because here I come!” Then she laid outdifferent objects and asked me to pick upan object and try to sell it to her. I chosethe note pad. I said, “This notepad ismagical. If you buy it and use it you willhave good dreams every night.” I think shepicked me because I had good sales ability.

Each year, Junior Achievement (JA) students receive inspirationaleducational opportunities to develop their potential. These experiences often take them outside of their comfort zones—encouraging them to grow and explore various choices.

JA After-School student, Jason Hoatingreceived the experience of a lifetime whenhe was selected to appear on the BBCChildren's business education show,"Beat the Boss."

“When you hold a torch to light another’spath you brighten your own.”

Ben SweetlandAuthor

HOW DID YOU FEEL ABOUT MAKING IT THROUGH THE FINAL AUDITIONPROCESS?I was the only African-American kid thereand at first, this made me feel a bit out ofplace. I was like, why am I here? But then I told myself I’m here to win a competition.And that’s when I got my composure andactually won a place on the show. It mademe feel special, because I know that thereare a lot of kids out there—like me—whowanted it just as bad. I just told myself“Jason, go for it! This is a good opportunityfor you to make your life better—to learnnew things.” I saw this as an opportunity to open new doors. When they told me Imade it, I had to leave the room. I wentinto the waiting area and cried.

WHAT ADVICE WOULD YOU HAVE FOR OTHER KIDS WHO MIGHT FINDTHEMSELVES IN A SIMILAR SITUATION?If you have a dream and an opportunity,don’t stop. Take it, because it might be the only opportunity that you get. Makeopportunities work for you because theycan move you toward your dreams.

WHO WERE THE OTHER KIDS ON THE SHOW?They were British. There was a girl namedAngela and a boy named Michael. It was abit like the Olympics because we wererepresenting different countries. I madefriends with Angela. We called her “motormouth Angela”—because she couldn’t stoptalking. I liked to hear her talk too. Ourbedtime was at 10pm. We didn’t go to beduntil 10:30pm. Angela just talked and talkedand talked.

HOW LONG DID IT TAKE TO SHOOTYOUR EPISODE OF BEAT THE BOSS?I was there for two weeks. We had to moveinto a house. It had three bedrooms, a livingroom and the kitchen was fantastic. I hadmy room, Angela had her room and Michaelhad his. Michael was really smart andeducated—well we all were. There werethree of us in the group and there were twogroups—the Big Shots—and our group theBright Sparks. One of the bosses was areal estate owner and he was a very topnotch guy; the best salesman I’ve ever met.

WHAT HAPPENED? WHAT DID YOU LEARN?We lost by five points. We learned thewinning edge is in the details. The BrightSparks and the Big Shots had to makebikes. It was important to understand whatwould make our bike stand out to ourcustomers. As kids, we were way out of ourleague because we were making bikes foradults. How do we know what adults like?Well, we found out that adults like hornson their bikes, because they like to makesounds more than kids do. Kids like speed,adults like sound.

We learned this when we went to a localpark to ask different adults what featuresthey would like on their bikes. I think thequestion was what would your ideal bikelook like? It was so much fun because theygave us such interesting answers. Some saidthey would like three brakes on their bike,one person said he would like a horn—theones that make sounds and some said theywould like at least three lights.

After we left the park, we discussed howwe were going to make our bike. Wewanted it to be red. We had a green light inthe back and a green light at the front, butwe completely forgot the horn.

WHY DID YOU FORGET THE DETAIL OF THE HORN?When one of the people told us he likes aloud horn on a bike, we thought he wasjust trying to be funny. Why would adultslike horns on their bikes? We didn’t take itseriously and it would have given us thewinning edge. If I was ever in a situationlike this again. I wouldn’t dismiss anyinformation.

WOULD YOU DESCRIBE THISOPPORTUNITY AS A GOOD LEARNING EXPERIENCE? It was a really great experience. I madenew friends and I learned something new.It was all moving so fast for me. I just hadto take each moment and savor it. I wouldthink to myself, I’m actually here. That’swhat made me happy—whether I won orlost—but I really wanted to win.

It also made me feel very smart. Peoplewho were interested in buying the bikewere brought into the studio where theycast their votes for the one they preferred.We lost by five votes. I was devastated, butthen they told us why we lost. When Ifound out it was because we didn’t includea horn, I realized we should have taken theman in the park seriously. After the show,one of the Bosses told us when you doyour market research if someone gives youa strange answer, don’t exclude it. Thatcould be your winning edge.

AFTER THIS EXPERIENCE, WHATADVICE WOULD YOU GIVE TOASPIRING ENTREPRENEURS ANDBUSINESS PEOPLE? • When doing market research—take it seriously!

• No matter where you are from, try tomake some friends. You always needfriends. You can’t be alone by yourself.

• Don’t cry on TV—Don’t cry—because itreally isn’t a good look.

• Always, always—win or lose—have fun.Have lots and lots of fun! Love what you do!

“If you want something—go for it! Don’t hold back.”

2 0 0 9 A N N U A L R E P O R T

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“Economic success is increasingly based on theeffective utilization of intangible assets, such as knowledge, skills, and innovative potential asthe key resource for competitive advantage.”

—Economic and Social Research Council, 2005

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2008-2009Leadership AwardHonorees: [L-R]Douglas Schallau,President of JA NewYork; KennethChenault, BusinessLeader of the YearHonoree, Xiang Siow,Student Leader ofthe Year Honoree;Robert Catell,Lifetime AchievementHonoree and AnréWilliams, BoardChair, JA New York.

Rewarding ExcellenceAnnual Leadership Awards Gala Honorees

THE MOST LIKELY TO SUCCEED!STUDENT LEADER OF THE YEARXiang SiowClass of 2008Stuyvesant High School

Stuyvesant High School graduate, XiangSiow is the 2008 Junior Achievement ofNew York Student Leader of the Yearhonoree. Mr. Siow was a member of the prestigious JA New York StudentAmbassador program (2007-2008). Eachyear JA New York selects students througha rigorous application/interview process for our exclusive, competitive academicenrichment and leadership developmentprogram. Student Ambassadors are highschool students who have demonstrated a strong desire to give back to theircommunities. They are required todemonstrate leadership ability, a desire to succeed, a willingness to get involved,and an active interest in their futures. TheJA New York Student Ambassador programputs motivated young students on the fasttrack to a successful future.

Through this program, Mr. Siow was able to actively participate in and experienceexclusive leadership, career and personaldevelopment opportunities which haveencouraged him make good choices in life.During his time in the program, Mr. Siowblossomed from a quiet, shy student into a confident and accomplished young man.Mr. Siow proved that with hard work,commitment and the willingness to take some risks, one could learn new skills anddistinguish oneself as an accomplishedindividual. During the program, he alsoparticipated in the JA New York High SchoolHeroes program where he volunteered toteach financial literacy skills to elementaryschool students in underserved communities.He participated in several high-profile mediajob shadow opportunities at WCBS-TV,WNBC-TV and BronxNet Cable where hevolunteered to serve as an on-air guestspeaker in a discussion about the financialempowerment of youth. Xiang has alsoutilized his public speaking skills on severaloccasions as a JA New York representative.Mr. Siow embodies what it means to be a JA New York Student Ambassador—bydemonstrating strong leadership ability, socialresponsibility and a strong desire to succeed.

Mr. Siow is now a student in the Universityof Chicago Liberal Arts program where hecontinues to explore and pursue hisinterests in literature, history, socialsciences, political science, sociology, andeconomics. He attributes his success to thesupport of his parents and to the quality ofexperiences he has been fortunate to havereceived as a JA New York student. JuniorAchievement of New York congratulatesXiang Siow, the 2007-2008 Student Leaderof the Year Honoree.

The Leadership Awards Gala is a major annual fundraising event that recognizes and celebrates the outstandingleadership of select JA New York business leaders and supporters in the JA New York community.

“There can be no happiness if the things we believein are different than the things we do.”

—Albert CamusPhilosopher and Writer

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2 0 0 9 A N N U A L R E P O R T

THE MOST LIKELY TO LEADBUSINESS LEADER OF THE YEARKenneth I. ChenaultChairman and Chief Executive OfficerAmerican Express Company

Since completing his service as a JA NewYork Board Member, Mr. Chenault remainscommitted to encouraging NYC and LongIsland students to achieve and succeed inschool and in life. His latest contributioncame through leading American Express to become the largest JA New York Bowl-A-Thon corporate fundraising company.

Kenneth I. Chenault is Chairman and ChiefExecutive Officer of American ExpressCompany. Mr. Chenault joined the companyin September 1981 as Director of StrategicPlanning. He was named President of theConsumer Card Group in 1989, and in 1993he became President of Travel RelatedServices (TRS), which encompassed all ofAmerican Express’ card and travel businessesin the United States. In 1995, he assumedadditional responsibility for the company’sworldwide card and travel businesses andalso was named Vice Chairman of AmericanExpress. Mr. Chenault became President andChief Operating Officer in February 1997.He assumed his current responsibilities asCEO on January 1, 2001, and as Chairmanon April 23 of that year.

Mr. Chenault serves on the boards ofAmerican Express and several other corporateand nonprofit organizations, including IBM,Procter & Gamble Company, the Arthur AsheInstitute for Urban Health, the National Centeron Addiction & Substance Abuse at ColumbiaUniversity, the Smithsonian Institution’sAdvisory Council for the National Museum ofAfrican American History & Culture, thePhoenix House Foundation and the WorldTrade Center Memorial Foundation. He also ison the boards of the Partnership for New YorkCity, The Business Council and the BusinessRoundtable and serves as Vice Chairman ofeach of these organizations. JuniorAchievement of New York congratulatesKenneth Chenault, the 2007-2008 BusinessLeader of the Year Honoree.

THE MOST INSPIRATIONALLIFETIME ACHIEVEMENT AWARDRobert B. CatellChairmanNational Grid, USA

Mr. Catell’s invaluable service to JA NewYork began in the late eighties when hebegan his tenure as a Board Member. Hisimpact continues to grow; he recently ledNational Grid in launching their first ever JANew York Bowl-A-Thon. Over the course ofhis relationship with Junior Achievement,combined with past KeySpan JA New YorkBowl-A-Thons, Mr. Catell has helped raisenearly $1.5 million to date.

Robert B. Catell became Chairman, National Grid, USA following the acquisitionby National Grid of KeySpan Corporation,where Mr. Catell was Chairman and ChiefExecutive Officer of KeySpan Corporationand KeySpan Energy Delivery, the formerBrooklyn Union. His career with BrooklynUnion started in 1958. Mr. Catell is alsoChairman of Northeast Gas Markets andAlberta Northeast Gas Ltd., and a memberof the Board of Directors of KEYERA Energy Management Ltd. He is co-chair of the Board of the Downtown BrooklynPartnership and Chairman of the LongIsland Association.

Mr. Catell is a past Chairman of the AmericanGas Association, the Partnership for NewYork City, Inc., the U.S. Energy Association(USEA), and the Advisory Board of the CityCollege of New York’s School of Engineering.He serves on JPMorgan/Chase’s MetropolitanAdvisory Board, the advisory board ofHeartShare for Human Services, and theadvisory board for SUNY Farmingdale. Hisfurther contributions to the communityinclude serving as a Trustee of the BrooklynBotanic Garden. He serves as a MemberEmeritus of the Brooklyn Law School. He is aformer Chairman of the Brooklyn Chamber ofCommerce. Junior Achievement of NewYork congratulates Robert B. Catell, the2007-2008 Lifetime Achievement Honoree.

Life Time AchievementHonoree, Robert B. Catellreceives his JA New YorkLifetime AchievementLeadership Award from BoardMember, Kenneth Daly, CFO,Global Gas Distribution,National Grid.

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Board Chair, Anré Williamscelebrates JA New York Educatorof the Year honoree, WendyShatzman-Sherry at the 2009end of year Celebration.

Roll Call: Above and Beyond2008–2009 Celebration Honorees

THE MOST PERSISTENT& CONSISTENT!FUNDRAISING LIAISON OF THEYEARSteven LawlessSenior Manager,Risk Management, TaxKPMG

Steven is a former recipient of KPMG’sChairman Award. This is the highest honorKPMG bestows on partners and employeeswho perform outstanding volunteer andcommunity service throughout the year.

Steven has been involved with JuniorAchievement for more than 10 years. He was responsible for coordinating and raising more than $12,000 in one of KPMG’s inaugural JA Bowl-A-Thonfundraising events. To date, KPMG’sannual Bowl-A-Thon events have raised a total of $389,000 and Steven has beenpersonally responsible for raising morethan $25,000 in support of JuniorAchievement of New York’s mission.

THE MOSTENTREPRENEURIAL!FUNDRAISER OF THE YEARSamuel BenjaminFacilities SpecialistPricewaterhouseCoopers

PwC hosts some of the highest grossing JA Bowl-A-Thon events and SamuelBenjamin is one of the main reasons whythey are so successful. For six years,Samuel has led and participated in PwC’sJA Bowl-A-Thon events and he has beenconsistently recognized as one of their top corporate fundraisers.

In 2008-2009, even though he only hadfour people fundraising on his team asopposed to the team average of eightmembers, Samuel’s Office Services teammanaged to raise $4,745—nearly four timesthe amount of the projected team goal! As if this was not enough, Samuelorganized a Bowl-A-Thon for his UrbanProfessional Meet-up Alliance Group—consisting of three teams who raised nearly $3,000.

THE MOST RELIABLE!COMMUNITY PARTNER OF THEYEARKathy GordonAssistant Executive DirectorGood Shepherd Services

Good Shepherd Services has been a reliableJA New York after-school partner for manyyears. Thanks to the efforts of KathyGordon, during the 2008-2009 academicyear, JA New York increased the number ofstudents working with a current corporatepartner by having students from the GoodShepherd Services program participate in aYouth Leadership Conference at New YorkLife. She also sought to create newopportunities for their students toparticipate in JA programs by initiating acompany-based high school program atUBS—one of their board companies.

JA New York’s fiscal and academic year ends with a Celebration acknowledgement to our diverse support base fortheir contribution to a successful year of programming and fundraising.

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THE MOST INSPIRATIONAL!EDUCATOR OF THE YEARWendy Shatzman-SherryLecturerKingsborough Community College

For two years, Wendy Shatzman-Sherry has been a strong supporter of the JA NewYork College Student Volunteer initiative at Kingsborough Community College.Wendy was instrumental in inspiring herspeech class students to sign-up as JuniorAchievement volunteers. During the 2008-2009 school year, under her direction, over 20 Kingsborough volunteers taughtover 200 middle school students at PS 206 a JA-in-a-Day event.

This year, thanks to Wendy’s continuedefforts, 67 Kingsborough students havedelivered JA programming to almost 500NYC students—more than double lastyear’s student outreach by this college. Shealso incorporated Junior Achievement intoher service-learning curriculum, devotingmany hours to help her students preparefor their volunteer opportunities.

THE MOST DYNAMICPARTNERSHIP!VOLUNTEER LIAISONS OF THE YEARChristopher AndrewVP and Group Director—Media Digitas

Chris Andrew has coordinated JA volunteerefforts for Digitas since 2006. After a year of working with younger students, Chrisexpressed an interest in working closelywith older students so JA partnered Digitaswith Brooklyn Preparatory High School.Over the past two years, Digitas volunteershave taught over 50 traditional classes,providing over 300 hours of JA content toNYC students.

Michael SondakMedia SupervisorDigitas

Michael Sondak began volunteering with JA New York in 2007 at Brooklyn PrepHigh School before stepping up to helpChris coordinate in the spring of 2008. Both Chris and Michael work tirelessly torecruit new Digitas volunteers, as well ascommunicating with returning volunteers.They both also regularly volunteer to teachJA programs.

THE MOST LIKELYTO MAKE IT WORK!VOLUNTEER OF THE YEARDouglas VivianiAttorneyLaw Office of Douglas Viviani

Douglas runs his own practice and has had the flexibility to teach classes at varioustimes during the day. Douglas taught two“It’s My Business” classes at WantaghMiddle School and the three “ExploringEconomics” classes at William Floyd High School. Both teachers and studentscompliment Douglas on his classroomfacilitation skills.

Douglas volunteered to participate in theinaugural JA New York’s pilot fundraisingcampaign, “Sponsor My Classroom.” Heenlisted his friends, colleagues and familyto donate to Junior Achievement New Yorkraising $800 to date.

THE MOST COMMITTED AND CONSISTENT!OUTSTANDING VOLUNTEERLEADERSHIP ACHIEVEMENTChristine CirilloFormerly of Bank of New York Mellon

For more than 10 years, Christine Cirillowas responsible for coordinating Bank ofNew York and then Bank of New YorkMellon Bowl-A-Thon fundraisers.Christine’s leadership and coordinationefforts have helped fundraise over$267,000 and she is personally responsiblefor raising nearly $20,000. Over the years,her hard work resulted in a 17-foldincrease in the amount raised by hercompany’s JA Bowl-A-Thon participants.

THE MOST LIKELY TOGIVE BACK!JA ALUMNI OF THE YEARDavid VinjamuriPresident and Chief Executive OfficerThirdWay Brand Trainers

David Vinjamuri is a Junior AchievementAlumnus who chose to reconnect and getinvolved with inspiring another generationof young people. Since reconnecting twoyears ago, David has continued to giveback to the organization which inspired hispassion for business.

David consistently donates time andmoney to JA New York, providingworkshops for Junior Achievement andserving as a judge for JA New York’sannual Business Plan Competition.

THE MOST LIKELY TO SUCCEED!STUDENT LEADERSHIPACHIEVEMENT AWARD—2008-2009Sumit PalStudent Ambassador High School Graduate—Class of 2009

Information Technology High SchoolDuring the 2008-2009 academic year, SumitPal was a senior at Information TechnologyHigh School, Long Island City, Queens.Sumit also completed a second year in theJA New York Student Ambassador program.

During his time in the program, Sumit hasprogressively grown into a much admired,confident role model and leader amongst hispeers. He has participated in the JA JobShadow program, the JA New York BusinessPlan Competition, the JA Company Program,JA New York High School Heroes and hehas represented the organization for publicspeaking and media opportunities.

2 0 0 9 A N N U A L R E P O R T

“I believe that serving and being served are reciprocal and that one cannot really be onewithout the other.”

—Robert GreenleafEducator and Writer

Andy Horowitz was born in Kew Gardensand was raised in North Woodmere, LongIsland. After 20 years in corporate banking,Horowitz made a life-changing decision tobecome a NYC public high school teacher.A tall, wiry, energetic man, he engages andcommunicates knowledge and ideas to hisstudents at a thorough, rapid-fire-pace. Tohim, teaching is not just a job—it’s avocation. “My stint at Bryant High School asa Junior Achievement volunteer convincedme that teaching business classes to highschoolers could be rewarding,” he said. “Imade a decision to change career in mid-stream. And I never looked back.”

He now teaches economics in the same highschool where he served as a JA volunteer.

“I always liked training andteaching people and JA provided the perfect forum togive back in a meaningful way.Volunteering made my decisionto transition from business toeducation much easier.”

Tanvir Hossain is a 20-year old BaruchCollege business student. He was born inDhaka, Bangladesh and grew up around“Sunnyside” of Queens. Only a few yearsolder than the Bryant High School students,Hossain’s teaching style is laid-back, butconfident. It’s clear he has a passion forbusiness and all things financial. And heknows how to present the JA curriculum so that it’s relevant and interesting.

As a Business major, Tanvir understandspersonal finance skills are necessary forlife-long financial stability and success. Thismotivated him to seek opportunities wherehe could encourage students to learn theseskills before entering the business world.

“I hope high schoolers can benefitfrom my experiences. I learnedabout college and managingmoney after graduating highschool. If I had learned how thesystem worked and how tomanage money at an earlier age, I would have done some things alittle differently during and afterhigh school.”

We sat down with Hossain and Horowitz totalk about their teaching partnership.

A Bryant High School Bromance:Creating Value through Partnership

12


“As a volunteer, I receive much pleasure from watching a new talentunfold. As a volunteer/mentor you are helping shape the future.Let’s not forget, we all made it here because of the impact someone had upon us.”

Sandra M. TorresPWC Volunteer

You’ve heard of Butch and Sundance, Batman and Robin, Kirk and Spock, Felix and Oscar. Now meet Hossain and Horowitz, Junior Achievement (JA) of New York’s “super-buddy” teaching team! For more than two years, Hossain and Horowitz have formed asuccessful partnership teaching economics and personal money management skills to Bryant High School students.

Tanvir Hossain and Andy Horowitz create value and inspiration through a teaching partnership at Long Island City's Bryant High School.

Q What do students get out of theJA classroom experience?

A HOSSAIN: JA is good at helpingstudents understand the big picture of how local, national and globaleconomic systems interrelate. This ishow the free enterprise system works.The best part of the volunteerexperience is broadening the students’horizons. Volunteers guide and informstudents to make better choices in life.

A HOROWITZ: I agree. Students learna range of skills to help them surviveand thrive. It’s more than learninghow to manage money; it’s aboutpreparing kids to be successful ateach stage of their lives. They learneverything from how to save moneyand invest, through to teamwork andcommunication skills. They also learnhow to write resumes, cover lettersand practice interview skills. JAteaches kids how to marketthemselves. There’s no formal classto learn this in school. You usuallyhave to learn it by yourself and it can take years of trial and errorbefore you get it right.

Q Why do you think your partnership works so well?

A HOROWITZ: Simply put, we shareenthusiasm for helping kids reachtheir full potential. Tanvir has agenuine passion for helping studentsimprove their lives.

Also, he is able to provide studentswith knowledge about college lifebecause he’s going through thisexperience now. He also knowsabout owning and operating abusiness, which aligns with JA’sEconomics/Entrepreneurshipcurriculum.

Q Tanvir, what benefits do you get out of your JA volunteerexperience?

A HOSSAIN: I feel privileged to have this opportunity to meet andinfluence the next generation ofbusiness leaders and entrepreneurs.Their future choices can create a newera of growth or add to the economicburdens we face. This is a learningexperience for me too. Volunteeringhelps me gain a better understandingand connection to my community. It also helps me understand my rolein the world and relationships withpeople surrounding me.

A HOROWITZ: There’s a deepsatisfaction in teaching youngpeople. Knowing that I haveprepared them to live the best life possible is worth many times the effort.

Q What’s your greatest wish for thestudents you teach?

A HOSSAIN: I hope students are ableto see and tap into the great potentialthey have. Their opportunities arelimitless.

A HOROWITZ: Like Tanvir, I wantthem to be happy and productivemembers of society. One of JuniorAchievement’s mottos: “Let theirsuccess be your inspiration” is mymotivation to do what I do. I wantthe students to succeed and to havethe power to control their future.

2 0 0 9 A N N U A L R E P O R T

13

More Than Luck

Baruch College Student, Tanvir Hossainunderstands the importance of financial literacy asan essential element of a well-rounded education.

Educator, Andy Horowitz first discovered his passion forteaching economics and business to high schoolstudents as a JA New York corporate volunteer.

14

EXECUTIVE COMMITTEE

Board ChairAnré WilliamsPresident, Global Commercial CardAmerican Express

Douglas E. SchallauPresidentJunior Achievement of New York, Inc.

SecretaryPeter K. IngermanPartnerChadbourne & Parke LLP

TreasurerGary KozlowskiPartnerErnst & Young, LLP

Chairman of the Audit CommitteeRich J. PocciaPartnerPricewaterhouseCoopers, LLP

Vice ChairmanChris AndersenFounding PartnerG.C. Andersen Partners, LLC

Vice ChairPeggy Fechtmann Executive Vice President–Global Capability SourcingMetLife

Vice ChairLeslie V. GodridgeExecutive Vice President, Head of NationalCorporate and Institutional BankingUS Bank

Vice ChairmanPeter KirnPartnerAccenture

Vice ChairmanDr. H.C. Anthony G. Viscogliosi PrincipalViscogliosi Bros., LLC

MEMBERS

Pervez D. BamjiGeneral AuditorPitney Bowes Inc.

Marie-Claire Barker Senior Partner, Chief Talent OfficerOgilvyOneWorldwide

Kevin Barr Senior Vice President, Human ResourcesTerex Corporation

Andrew J. BerndtManaging Director, Creative LabGoogle Inc.

Dennis J. BlockSenior PartnerCadwalader, Wickersham & Taft LLP

Charles R. BorrokVice Chairman Cushman & Wakefield, Inc.

Louis J. Briskman, Esq.Executive Vice President & General CounselCBS Corporation

Diane D’ErasmoExecutive Vice PresidentCommercial BankingHSBC Bank USA, N.A.

Willie E. DennisPartnerK&L Gates LLP

Tom DeVitoVice President & General Manager, NY, NJAT&T

Joseph W. Duggan (Ex officio)PartnerKPMG LLP

James FlanaganPartner PricewaterhouseCoopers, LLP

Steve FrankVice Chairman Investment Banking & Co-Head Global HealthcareJ P Morgan Securities Inc.

Nancy GardnerExecutive Vice President & General Counsel, Markets Thomson Reuters

Gary GoldsteinPresident Whitney Partners

Steve HaskerPrincipalMcKinsey & Company

Michele F. ImbascianiSenior Vice President, Region ExecutiveBanco Popular—NY Metro Region

Walker JacobsSenior Vice PresidentTurner Sports & Entertainment Digital

Karen JamesleyGlobal Head of Human ResourcesMorgan Stanley

Ami KaplanDeputy Managing Partner, NortheastDeloitte & Touche LLP

John W. Keogh Chief Executive Officer ACE Overseas General

Merrill M. KrainesPartnerFulbright & Jaworski LLP

Naresh N. KumarChief Operating OfficerCiti Cards

Stephen J. LiguoriExecutive DirectorGlobal MarketingGeneral Electric Corporation

Kevin LilesExecutive Vice PresidentWarner Music Group

Phillip K. LynchChief Executive OfficerAsset Control

Victor A. Malanga Executive Vice President & Worldwide Chief Financial OfficerEdelman


Board of Directors*

“I learned that when you work together with a team, you makeeverything better and you getbetter ideas and results.”

Herminio Reyes8th GradeBronx Writing Academy

15

Nanette MalebrancheManaging Director, Long Island DistrictFedEx Express

John MalitzisExecutive Vice President, Market SurveillanceNYSE Euronext

Peter Marchetto

Maura MarkusFormer Executive Vice President,Head of International Retail BankingGlobal Consumer Group–Citi Global

Lisa MartinSenior Vice PresidentWorldwide ProcurementPfizer Inc

Bruce C. MillerExecutive Vice President & Global Sales Coordinator Global Strategic Sales DivisionThe Bank of New York Mellon Corporation

Sandy MontagSenior Corporate Vice PresidentIMG Sports & Entertainment

Frederic (Rick) Nelson

Kenneth NewmanSenior Vice President Eastern Regional CounselThe Walt Disney Company

Theodore E. NiedermayerManaging Director, Media and InformationServices Investment BankingBank of America Merrill Lynch

X. Rick NiuExecutive Vice PresidentING U.S. Insurance

David ObstlerChief Financial OfficerRiskMetrics Group

Gavin G. O’ConnorManaging DirectorGoldman Sachs

Peter PamelChief Executive OfficerFillit Communications

Lawrence PetrettiPresidentHunter Roberts Interiors

Neil RadeyManaging Director &General Counsel Securities DivisionCredit Suisse

Sharon RowlandsChief Executive OfficerPenton Media, Inc.

Crystal SampsonChair—JA New York Associate BoardPartnerErnst & Young LLP

Paul S. SchreiberPartner Shearman & Sterling LLP

Mark ShapiroPresident & Chief Executive OfficerSix Flags, Inc.

Marc SheinbaumChief Executive Officer Chase Auto Finance and Student LoansJPMorgan Chase & Co.

Craig SoloffVice President—Operations Support,Network Systems GroupVerizon

Bob ToneDivisional Vice PresidentBest Buy Co., Inc.

Brian VargaDirector, Learning & DevelopmentNational Grid

Kimberly A. Wagner, PhDSenior Partner & Managing DirectorThe Boston Consulting Group

Doug Worman Managing DirectorSharebridge Private Equity Consolidated

Joanne Zaiac PresidentDigitas, New York

BOARD CHAIR ADVISORY COUNCIL

Sam ChapinVice ChairBank of America Merrill Lynch

Arnold J. EckelmanSenior Vice President, Operations (Retired)Verizon Communications

Sue HereraAnchor, “Power Lunch”CNBC

Ron Insana

William Janetschek Chief Financial OfficerKohlberg Kravis Roberts & Co.

David ShedlarzVice Chairman (Retired)Pfizer Inc.

2 0 0 9 A N N U A L R E P O R T

JA New York President, Doug Schallaureceives a generous donation from AT&T atYankee Stadium presented by BoardMember, Tom Devito, Vice President andGeneral Manager, AT&T NY, NJ.

Board Chair, Anré Williams honors BoardTreasurer and Chairman of the Audit Committee,H Ronald Weissman who retired at the end of June from the JA New York Board after 28years of service.

*JA New York Board of Directors as of June 30, 2009

Board Member, Kevin Liles, leads a successfulinaugural Warner Music Bowl-A-Thon fundraisingeffort to benefit JA New York.

ASSOCIATE BOARD CHAIR

Crystal L. SampsonPartnerErnst & Young LLP

ASSOCIATE BOARD MEMBERS

Jeff ArestivoNational Mortgage DirectorCitibank N.A.

Christopher BurkeManaging DirectorCollaboration, Inc.

Sean EganSenior ManagerKPMG LLP

Linda FoleyDirector, International Business PlanningMetLife

Kara FriedenbergPartner, TaxKPMG, LLP

Kale GaddySenior Interactive Media SpecialistMcKinsey & Company

Cindy GavinPartnerPricewaterhouseCoopers LLP

Moraima “Mo” IvoryProject ManagerWarner Music Group

Sharon JosephWealth AdvisorMerrill Lynch

Brian KeenanDirector, Decision Support & Supplier Management, Pfizer WorldwideProcurementPfizer Inc

Keith KochieAssistant Vice PresidentBarclays Capital

Brian McMorrowDirector Field Operations NYC National Grid

Saidah NashVice President, MultimediaThomson Reuters

Jeanne NelsonVice PresidentBNYMellon

Paul OlsonDirector Viscogliosi Bros., LLC

John PaguagaSenior Vice President, Regional SalesManagerHSBC Bank USA

Michael PovedaPartnerDeloitte & Touche LLP

Michael SchoenhautVice President, Global Multi-Asset GroupJ. P. Morgan Asset Management

Maryana ShteymanDirector, Institutional Clients GroupCiti

Binu ThomasDirector, Strategic Planning & ServicesMetLife

Candice TseVice PresidentGoldman Sachs

Shaneequa Wright-JackManager, Public Affairs Con Edison

Associate Board


The JA New York Associate Board are executive and entrepreneurial “rising stars” who are committed to leveraging theirnetworks and using their business experiences and strategic leadership skills to provide project resource assistance to selectJA New York initiatives.

16

“It’s an opportunity that everyone should take.There’s such a great benefit that comes back tothe volunteer. Not only are you sharing your skillsand knowledge with students, it also really makesyou feel good about what you are doing foryourself and your community”

Rachel LoveladyJA Volunteer

Associate Board Chair and JA New York Board Member, CrystalSampson and JA New York president, Doug Schallau at the 1st JANew York Alumni networking event.

Student Ambassadors Maria D’Costa and MaryD’Costa (Newcomers High School) job shadowed Fox 5meteorologist Mike Woods on the set of “Good DayNew York.”

Among Latinos there are greater percentages of poorhouseholds, and fewer households which were relatively welloff, compared with the City’s other race/ethnic groups. About31% of Latino households in 2008 earned under $20,000 yearly,but they only received 6.7% of total Latino income.

Latino Data Project—Report 32November 2009

HISPANIC INITIATIVE ADVISORY COUNCIL CHAIR

Eliezer DiazDirector of Service Delivery and Customer ServicesVerizon Communications, Inc.

HISPANIC ADVISORY COUNCIL MEMBERS

Robert AbreuVice President Global Leadership and DiversityGoldman Sachs & Co.

Lucia Ballas-TraynorPublisherPeople en Español

Hugo BaltaVice President of News and News DirectorWJNU/Telemundo 47

Dr. Luisa Costa-Garro, PhDProfessorBank Street College of Education

Maria DiazSenior Vice President and Principal Legal CounselThomson Reuters

Rodrigo GarzaVice PresidentBanorte Securities

Rosarie P. JeanPrincipalIS 195

Aldo MartinezVice President (Retired)New York Stock Exchange Regulation, Inc.

Dr. Herminio Martinez, PhDExecutive Director and Professor ofMiddle and High School EducationThe Bronx Institute, Lehman College

Xavier Romeu, Esq.Senior CounselNew York Stock Exchange

Eddie SilverioDirector of Youth ServicesAlianza Dominicana

Cid WilsonDirector of Equity ResearchKevin Dann and Partners LLC

Honorable Adolfo Carrión, Jr.*Borough PresidentBronx Borough, City of New York

Honorable Lorraine Cortés-Vázquez*Secretary of StateNew York State

*Ex officio

2 0 0 9 A N N U A L R E P O R T

Hispanic Initiative Advisory CouncilThe JA New York Hispanic Initiative (HI) was launched in 2006 as a three-year pilot program focused on increasing theparticipation of first-generation New York City and Long Island Hispanic students in JA New York’s economic and financial literacyprograms. The program funding cycle ended December 2008—having reached over 11,000 K-12 students of Hispanic descent.The JA New York’s Hispanic Initiative Advisory Council (HIAC) was comprised of high profile Hispanic NYC business, educationand community leaders who committed strategic counsel and resources to support the implementation of the grant to raise thelevel of financial literacy in NYC and Long Island Hispanic communities.

17

Telemundo 47 anchor Nadia Torres hosts JA New York Job Shadow students.

Hispanic Initiative Advisory Council Member, Lucia Ballas Traynor hosts JANew York Job Shadow students at People En Espanol.

Bronx Writing Academy student learnsabout business and entrepreneurship at thePWC “Chocolate Maker” experience hostedby the Association of Latino Professionals inFinance and Accounting (ALPFA).


1818

Corporate/School Partnerships

NEW YORK CITY PARTNERSHIPS

F IRM SCHOOL BOROUGH/COUNTYAccenture Bronx Center for Science & Mathematics Bronx2 Partnerships MS 319 Maria Teresa Mirabal Middle School Manhattan

American Express Company High School for Dual Language & Asian Studies Manhattan6 Partnerships High School of Economics & Finance Manhattan

William E. Grady High School BrooklynMS 223 The Laboratory School of Finance & Technology BronxMurry Bergtraum High School ManhattanStuyvesant High School Manhattan

American International Group Manhattan Bridges High School Manhattan1 Partnership

AT&T High School of Enterprise, Business & Technology Brooklyn2 Partnerships Norman Thomas High School Manhattan

Banco Popular Bronx Leadership Academy High School Bronx3 Partnerships New School for Arts & Science Bronx

St. Joseph High School Brooklyn

Bank of America Merrill Lynch South Bronx Preparatory School Bronx1 Partnership

Baruch College PS 086 Kingsbridge Heights Elementary School Bronx2 Partnerships PS 206 Joseph Lamb Elementary School Brooklyn

BlackRock Financial Management, Inc. Norman Thomas High School Manhattan3 Partnerships PS 183 Robert Louis Stevenson Elementary School Manhattan

School of the Future Manhattan

Cadwalader Wickersham & Taft LLP High School for Public Service Brooklyn1 Partnership

Citi Cathedral High School Manhattan5 Partnerships High School of Economics & Finance Manhattan

High School of Graphic Communication Arts ManhattanPS 094 David Porter Elementary School QueensThe Academy of Finance & Enterprise High School Queens

Cogswell Realty Group, LLC PS 154 Harriet Tubman Elementary School Manhattan1 Partnership

Columbia Business School JA Student Ambassadors Program Manhattan2 Partnerships MS 862 Mott Hall II Middle School Manhattan

Cornerstone Properties, Inc. Mosaic Preparatory Academy Manhattan1 Partnership

Credit Suisse Baruch College Campus High School Manhattan3 Partnerships PS 185 John M. Langston Elementary School Manhattan

PS 208 Alain L. Locke Elementary School Manhattan

Deloitte & Touche, LLP Academy of Hospitality and Tourism Brooklyn7 Partnerships Brooklyn Academy of Science & the Environment Brooklyn

Brooklyn Technical High School BrooklynNorman Thomas High School ManhattanPS 016 Leonard Dunkly Elementary School BrooklynPS 212 Queens Elementary School QueensPS 249 Caton Elementary School Brooklyn

Digitas, New York Brooklyn Preparatory High School Brooklyn2 Partnerships Epiphany School Manhattan

19

F IRM SCHOOL BOROUGH/COUNTYEdison Learning PS 166 Henry Gradstein Elementary School Queens1 Partnership

Elsevier, Inc. PS 246 Poe Cottage Elementary School Bronx1 Partnership

Ernst & Young, LLP Bedford Academy High School Brooklyn9 Partnerships CIS 022 Jordan L. Mott Middle School Bronx

IS 195 Roberto Clemente Middle School ManhattanMS 247 Dual Language Middle School ManhattanMS 862 Mott Hall II Middle School ManhattanPS 002 Meyer London Elementary School ManhattanPS 018 John Peter Zenger Elementary School BronxPS 206 Joseph Lamb Elementary School BrooklynPS 230 Doris L. Cohen Elementary School Brooklyn

Fulbright & Jaworski LLP Stuyvesant High School Manhattan2 Partnerships The Academy of Finance & Enterprise High School Queens

GE/NBC Universal Academy for Language & Technology Bronx3 Partnerships MS 324 Patria Mirabal Middle School Manhattan

PS 161 Crown Elementary School Brooklyn

Goldman Sachs & Co. Murry Bergtraum High School Manhattan2 Partnerships Transfiguration School Manhattan

HSBC Bank Bronx High School of Science Bronx 7 Partnerships Brooklyn Technical High School Brooklyn

MS 862 Mott Hall II Middle School ManhattanPS 086 Kingsbridge Heights Elementary School Bronx PS 206 Joseph Lamb Elementary School BrooklynPS 282 Park Slope Elementary School Brooklyn School of the Future Manhattan

KPMG LLP Corpus Christi School Queens8 Partnerships Harlem Day Charter School Manhattan

High School of Art & Design ManhattanMS 217 Robert Van Wyck Middle School QueensPS 018 John Peter Zenger Elementary School ManhattanPS 072 Manhattan Elementary School ManhattanPS 166 Henry Gradstein Elementary School QueensTalented & Gifted Elementary School Manhattan

MetLife Newcomers High School Queens1 Partnership

Morgan Stanley PS 249 Caton Elementary School Brooklyn1 Partnership

Nara Bank PS 002 Alfred Zimberg Elementary School Queens1 Partnership

National Grid Brooklyn Technical High School Brooklyn 3 Partnerships PS 206 Joseph F. Lamb Elementary School Brooklyn

PS 277 Gerritsen Beach Elementary School Brooklyn

New York Life Insurance Co. Good Shepherd Services Manhattan1 Partnership

NYU Stern School of Business JA New York Student Ambassador Program Manhattan3 Partnerships PS 019 Asher Levy Elementary School Manhattan

PS 112 Dutch Kills Elementary School Queens

2 0 0 9 A N N U A L R E P O R T2 0 0 9 A N N U A L R E P O R T

“I learned to communicate in different ways and still be successful. People aredifferent. They see things and do things in different ways. Differences are OKas long as we are working toward the same goals.”

Nicole Santiago8th Grade, Bronx Writing Academy


20

F IRM SCHOOL BOROUGH/COUNTYOgilvy & Mather Worldwide Mosaic Preparatory Academy Brooklyn1 Partnership

Pfizer Inc PS 034 Franklin D. Roosevelt Elementary School Manhattan2 Partnerships PS 142 Amalia Castro Elementary School Manhattan

PricewaterhouseCoopers, LLP Bronx Writing Academy Middle School Bronx11 Partnerships High School of Hospitality Management Manhattan

IS 187 Christa McAuliffe Middle School BrooklynJacqueline Kennedy Onassis High School ManhattanMS 447 The Math & Science Exploratory School BrooklynPS 001 Courtlandt Elementary School BronxPS 009 Elementary School BronxPS 019 The Curtis Elementary School Staten IslandPS 030 Westerleigh Elementary School Staten IslandPS 276 Louis Marshall Elementary School BrooklynPS 071 Rose E. Scala Elementary School Bronx

The Bank of New York Mellon Corporation Brooklyn Technical High School Brooklyn4 Partnerships Murry Bergtraum High School Manhattan

PS 018 John Peter Zenger Elementary School BronxPS 134 Henrietta Szold Elementary School Manhattan

The Boston Consulting Group PS 085 Judge Charles Vallone Elementary School Queens1 Partnership

Thomson Reuters IS 195 Roberto Clemente Middle School Manhattan3 Partnerships IS 250 West Side Collaborative Middle School Manhattan

Ross Global Academy Manhattan

Turner Sports and Entertainment Digital Graphic Communication Arts High School Manhattan1 Partnership

UBS Good Shepherd Services Manhattan1 Partnership

Viscogliosi Bros., LLC Stuyvesant High School Manhattan2 Partnerships The Academy of Finance & Enterprise High School Queens

WTAS PS 198 Isador & Ida Straus Elementary School Manhattan1 Partnership

Yale Alumni Association of Metropolitan New York JA New York Student Ambassador Program Manhattan1 Partnership

LONG ISLAND PARTNERSHIPSF IRM SCHOOL COUNTYCiti Our Lady of Lourdes School Nassau1 Partnership

FedEx Express Martin Avenue Elementary School Nassau4 Partnerships Sachem High School North Nassau

W. Tresper Clarke High School NassauWantagh Elementary School Nassau

JP Morgan Chase/Chase Auto Finance Barack Obama Elementary School Nassau3 Partnerships Hempstead High School Nassau

Jackson Annex Elementary School Nassau

National Grid Andrew T. Morrow Elementary School Suffolk4 Partnerships John F. Kennedy Elementary School Suffolk

Riley Avenue Elementary School SuffolkW. Tresper Clarke Middle School Nassau

Total NYC Corporate/School Partnerships: 113Total Long Island Corporate/School Partnerships: 12Total Corporate/School Partnerships: 125

School Partners

21

BRONXElementary SchoolsPS 001 Courtlandt Elementary SchoolPS 009 Ryer Avenue Elementary SchoolPS 011 Highbridge Elementary SchoolPS 018 John Peter Zenger Elementary SchoolPS 028 Mount Hope Elementary SchoolPS 036 Unionport Elementary SchoolPS 043 Jonas Bronck Elementary SchoolPS 071 Rose E. Scala Elementary SchoolPS 079 Creston Elementary SchoolPS 086 Kingsbridge Heights Elementary SchoolPS 093 Albert G. Oliver Elementary SchoolPS 105 Senator Abraham Bernstein SchoolPS 109 Sedgwick Elementary SchoolPS 160 Walt Disney Elementary SchoolPS 246 Poe Cottage Elementary SchoolPS 306 Elementary School

Middle SchoolsBronx Writing Academy Middle SchoolCIS 022 Jordan L. Mott Middle SchoolIS 125 Henry Hudson Middle SchoolIS 131 Albert Einstein Middle SchoolIS 192 Piagentini-Jones Middle SchoolIS 242 Mott Hall V Middle SchoolIS 424 The Hunts Point Middle SchoolKappa III Middle SchoolMS 045 Thomas C. Giordano Middle SchoolMS 080 Isobel Rooney Middle SchoolMS 101 Edward R. Byrne Middle SchoolMS 144 Michelangelo Middle SchoolMS 180 Dr. Daniel Hale Williams Middle SchoolMS 181 Pablo Casals Middle SchoolMS 206 Ann Mersereau Middle SchoolMS 223 The Laboratory School of Finance & Technology

MS 273 Frederick Douglass Academy V Junior High School

MS 301 Paul Laurence Dunbar Middle SchoolMS 326 Bronx Green Middle School

MS 390 Middle SchoolMS 399 Middle SchoolUrban Assembly School for Wildlife Conservation

K-8 SchoolsCIS 117 Joseph H. Wade SchoolMott Haven Academy Charter SchoolPS/IS 214 Lorraine Hansberry Academy SchoolPS/MS 037 Multiple Intelligences SchoolPS/MS 095 The Sheila Mencher Van Cortlandt School

6-12 SchoolsBronx Preparatory Charter SchoolFrederick Douglass Academy III SchoolSouth Bronx Preparatory SchoolUrban Assembly School for Applied Math & Science

High SchoolsAcademy for Language & Technology High School

Academy for Scholarship & Entrepreneurship High School

Bronx Center For Science & Mathematics High School

Bronx High School of ScienceBronx Leadership Academy High SchoolBronx School of Law & FinanceCollegiate Institute for Math & Science High School

DeWitt Clinton High SchoolFordham High School of the ArtsHarry S. Truman High SchoolHealth Opportunity High SchoolHS 682 Fannie Lou Hamer Freedom High School

HS 692 Monroe Academy for Visual Arts & Design High School

New School for Arts & Sciences High School

After-School Community CentersBetances IV Community CenterColumbus ClubhouseHighbridge Community Life Center, Inc.Joel E. Smilow ClubhouseMarble Hill Community CenterMelrose II ProgramMullaly Community CenterNew Settlement ApartmentsOwen Dolen Recreation CenterPAL Webster CenterWest Bronx Recreational Center

BROOKLYNElementary SchoolsAchievement First Crown Heights Charter Elementary School

America Come Back to God Christian Academy

Brooklyn Bureau of Community ServicePS 011 Purvis J. Behan Elementary SchoolPS 015 Patrick F. Daly Elementary SchoolPS 016 Leonard Dunkly Elementary SchoolPS 032 Samuel Mills Sprole Elementary SchoolPS 038 Pacific Elementary SchoolPS 067 Charles Dorsey Elementary SchoolPS 069 The New Vision Elementary SchoolPS 075 Mayda Cortiella Elementary SchoolPS 091 Albany Elementary SchoolPS 094 Henry Longfellow Elementary SchoolPS 097 Highlawn Elementary SchoolPS 100 Coney Island Elementary SchoolPS 102 Bay View Elementary SchoolPS 105 Blythebourne Elementary SchoolPS 106 Edward Everett Hale Elementary SchoolPS 115 Daniel Mucatel Elementary SchoolPS 119 The Amersfort Elementary SchoolPS 124 Silas Dutcher Elementary SchoolPS 139 Alexine A. Fenty Elementary SchoolPS 158 Warwick Elementary School PS 160 William T. Sampson Elementary School

2 0 0 9 A N N U A L R E P O R T

More Than Luck“The children truly enjoyed having a JA volunteer in our class. Theylooked forward to Wednesdays because they knew he would be com-ing. It’s a great motivator for them to know that volunteers care forthem. They need to know more about people outside their neighbor-hood and careers besides those of their parents.”

Shuk WongPS 42Educator

PS 170 Lexington Elementary SchoolPS 179 Kensington Elementary SchoolPS 188 Michael E. Berdy Elementary SchoolPS 203 Floyd Bennett Elementary SchoolPS 205 Clarion Elementary SchoolPS 215 Morris H. Weiss Elementary SchoolPS 222 Katherine R. Snyder Elementary SchoolPS 230 Doris Cohen Elementary SchoolPS 236 Mill Basin Elementary SchoolPS 241 Emma Johnston Elementary SchoolPS 249 Caton Elementary SchoolPS 251 Paerdergat Elementary SchoolPS 253 Ezra Jack Keats International Elementary School

PS 255 Barbara Reing Elementary SchoolPS 272 Curtis Estabrook Elementary SchoolPS 276 Louis Marshall Elementary SchoolPS 277 Gerritsen Beach Elementary SchoolPS 282 Park Slope Elementary SchoolPS 295 The Studio School of Arts & Culture Elementary School

Middle SchoolsIS 030 Mary White Ovington Middle SchoolIS 068 Isaac Bildersee Middle SchoolIS 078 Roy H. Mann Middle SchoolIS 166 George Gershwin Middle SchoolIS 187 Christa McAuliffe Middle SchoolIS 234 Arthur Cunningham Middle SchoolIS 296 Halsey Middle SchoolIS 381 Commerce Academy Middle SchoolMS 002 Middle SchoolMS 117 Francis Scott Key Middle SchoolMS 447 The Math & Science Exploratory School

K-8 SchoolsIS 347 School of Humanities PS 025 Eubie Blake SchoolPS 161 Crown SchoolPS 206 Joseph F. Lamb SchoolPS 207 Elizabeth G. Leary School

6-12 SchoolsSchool for Democracy & LeadershipSecondary School for LawUrban Assembly Academy of Business & Community Development

High SchoolsAcademy of Hospitality & Tourism High School

Academy of Innovative Technology High School

Brooklyn Academy of Science &the Environment High School

Brooklyn Lab High SchoolBrooklyn Preparatory High SchoolBrooklyn Technical High SchoolGeorge Westinghouse Information Technology High School

High School for Public ServiceHigh School of Enterprise, Business &Technology

High School of Telecommunications, Arts & Technology

HS 415 Samuel J. Tilden High SchoolHS 610 Automotive Career & Technical Education High School

HS 620 William E. Grady High SchoolJohn Dewey High SchoolMetropolitan Corporate Academy High SchoolNew Utrecht High SchoolScience Skills Center High SchoolSt. Joseph High School

After-School Community CentersBedford Stuyvesant Family Health Center, Inc.Brooklyn Chinese Christian ChurchBrownsville Recreation CenterDr. White Community CenterHerbert Von King Cultural Arts CenterMetropolitan PoolPAL Miccio CenterRed Hook Recreation CenterSt. John’s Recreation CenterTaylor-Wythe Community CenterThomas S. Murphy ClubhouseYoung Minds Day Care Center

MANHATTANElementary SchoolsGeorge Jackson Academy Elementary SchoolHarlem Day Charter Elementary SchoolMosaic Preparatory Academy Elementary SchoolPS 002 Meyer London Elementary SchoolPS 003 John Melser Charrette Elementary SchoolPS 005 Ellen Lurie Elementary SchoolPS 019 Asher Levy Elementary SchoolPS 028 Wright Brothers Elementary SchoolPS 033 Chelsea Preparatory Elementary SchoolPS 034 Franklin D. Roosevelt Elementary School

PS 042 Benjamin Altman Elementary SchoolPS 048 Police Officer Michael John Buczek Elementary School

PS 050 Vito Marcantonio Elementary SchoolPS 063 William McKinley Elementary SchoolPS 072 Elementary SchoolPS 110 Florence Nightingale Elementary SchoolPS 115 Alexander Humbolt Elementary SchoolPS 116 The Mary Lindley Murray Elementary School

PS 134 Henrietta Szold Elementary SchoolPS 142 Amalia Castro Elementary SchoolPS 152 Dyckman Valley Elementary SchoolPS 154 Harriet Tubman Elementary SchoolPS 158 Baylord Taylor Elementary SchoolPS 165 Robert E. Simon Elementary SchoolPS 166 School of Arts/Technology Elementary School

PS 173 Elementary SchoolPS 182 Bilingual Bicultural Mini Elementary School

PS 183 Robert Louis Stevenson Elementary School

PS 185 John Mercer Langston Elementary SchoolPS 198 Isador & Ida Straus Elementary SchoolPS 208 Alain L. Locke Elementary SchoolPS 212 Midtown West Elementary School

Middle SchoolsIS 143 Eleanor Roosevelt Middle SchoolIS 195 Roberto Clemente Middle SchoolIS 250 West Side Collaborative Middle SchoolMS 247 Dual Language Middle SchoolMS 319 Maria Teresa Mirabal Middle SchoolMS 322 Middle SchoolMS 324 Patria Mirabal Middle SchoolMS 862 Mott Hall II Middle SchoolRoss Global Academy Middle SchoolSchool for Global Leaders Middle School


School Partners(continued)

22

HSBC volunteers prepare to teach JA curriculumto students in PS 86 Brooklyn.

“I really enjoyed my experience as a Junior Achievement student this school year. I have improvedsignificantly in my confidence level, networking skills and public speaking skills. I feel fortunate to be exposed to these opportunities.”

Shelby Cover11th Grade/Student Ambassador

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2 0 0 9 A N N U A L R E P O R T

KPMG volunteers with Harlem DayCharter School elementary students.

JA high school students attend a School-to-Work education day at Deloitte & Touche.

K-8 SchoolsEpiphany SchoolHoly Name Jesus SchoolPS 140 Nathan Straus SchoolPS 184 Shuang Wen Academy SchoolSt. Gregory the Great SchoolTalented & Gifted SchoolTransfiguration School

6-12 SchoolsMarta Valle Secondary SchoolOpportunity Charter SchoolSchool for the Physical CitySchool of the Future

High SchoolsBaruch College Campus High SchoolCathedral High SchoolCity-As-School High SchoolEast Side Community High SchoolGraphic Communication Arts High SchoolHigh School for Dual Language & Asian Studies

High School of Art & DesignHigh School of Economics & FinanceHigh School of Hospitality ManagementJacqueline Kennedy Onassis High SchoolLandmark High SchoolManhattan Bridges High SchoolMott Hall High SchoolMurry Bergtraum High SchoolNorman Thomas High SchoolStuyvesant High School

After-School Community CentersDrew Hamilton Learning CenterElliot CenterPolice Athletic League Armory Center

QUEENSElementary SchoolsMerrick Academy Charter Elementary SchoolPS 002 Alfred Zimberg Elementary SchoolPS 012 James B. Colgate Elementary SchoolPS 014 Fairview Elementary SchoolPS 015 Jackie Robinson Elementary SchoolPS 019 Marino P. Jeantet Elementary SchoolPS 035 Nathaniel Woodhull Elementary SchoolPS 051 Early Childhood Center Elementary School

PS 058 School of Heroes Elementary SchoolPS 080 Thurgood Marshall Magnet School

PS 085 Judge Charles Vallone Elementary School

PS 086 Elementary SchoolPS 088 Seneca Elementary SchoolPS 094 David Porter Elementary SchoolPS 102 Elementary SchoolPS 112 Dutch Kills Elementary SchoolPS 115 Glen Oaks Elementary SchoolPS 117 Joyce Keld Briarwood Elementary SchoolPS 131 Abigail Adams Elementary SchoolPS 149 Christa McAuliffe Elementary SchoolPS 150 Sunnyside Elementary SchoolPS 166 Henry Gradstein Elementary SchoolPS 201 Kissena Elementary SchoolPS 203 Oakland Gardens Elementary SchoolPS 212 Elementary SchoolPS 214 Cardwallader Coldens Elementary SchoolPS 229 Emanuel Kaplan Elementary SchoolPS 239 P.O. Ramon Suarez Elementary SchoolPS 251 Early Childhood Magnet Elementary School

Middle SchoolsIS 010 Horace Greeley Middle SchoolIS 073 Frank Sansivieri Intermediate SchoolIS 093 Ridgewood Middle SchoolIS 125 Woodside Middle SchoolIS 204 Oliver Wendell Holmes Middle SchoolJHS 168 Parsons Middle SchoolJHS 226 Virgil I. Grissom Middle SchoolMS 008 New Preparatory Middle SchoolMS 072 Catherine & Count Basie Middle SchoolMS 210 Elizabeth Blackwell Middle SchoolMS 217 Robert Van Wyck Middle School

K-8 Schools82nd Street Academics SchoolCorpus Christi SchoolOur Lady Queen of Martyrs SchoolPS 127 Aerospace Science Magnet SchoolPS 225 Seaside School

High SchoolsAviation Career & Technical High SchoolBenjamin Cardozo High SchoolBryant High SchoolFlushing High SchoolForest Hills High SchoolFrancis Lewis High SchoolGeorge Washington Carver High SchoolGrover Cleveland High SchoolHillcrest High SchoolHigh School for Construction, Trades, Engineering & Architecture

Information Technology High SchoolNewcomers High SchoolQueens Preparatory AcademyRichmond Hill High SchoolThe Academy of Finance & Enterprise High School

Townsend Harris High School

After-School Community CentersAl Oerter Recreation CenterCunningham ParkFar Rockaway ClubhouseKissena ParkLatimer Gardens Community CenterLost Battalion Hall Recreation CenterRaymond O’Connor Day CampSorrentino Recreation CenterVictor Hanson Recreation Center

STATEN ISLANDElementary SchoolsPS 005 Huguenot Elementary SchoolPS 019 The Curtis Elementary SchoolPS 021 Elm Park Elementary SchoolPS 030 Westerleigh Elementary SchoolPS 048 William Wilcox Elementary SchoolPS 054 Charles W. Leng Elementary School

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Middle SchoolsIS 051 Edwin Markham Middle School

K-8 SchoolsSt. Christopher’s SchoolSt. Sylvester School

K-12 SchoolsPS 080 Michael J. Petrides High School

High SchoolsHampton High SchoolPort Richmond High SchoolSusan Wagner High SchoolTottenville High School

LONG ISLANDElementary SchoolsAccompsett Elementary SchoolAndrew T. Morrow Elementary SchoolAquebogue Elementary SchoolArcher Street Elementary SchoolBarack Obama Elementary School (formerly known as Ludlum Elementary School)

Belmont Elementary SchoolBirch Lane Elementary SchoolBranch Brook Elementary SchoolCountrywood Primary CenterDickinson Avenue Elementary SchoolDogwood Elementary SchoolEast Lake Elementary SchoolFairfield Elementary SchoolFranklin Early Childhood CenterFranklin Elementary SchoolFulton Elementary SchoolGrace Lutheran Elementary SchoolHampton Bays Elementary SchoolIndian Hollow Primary SchoolJackson Annex Elementary School Jefferson Primary SchoolJohn F. Kennedy Elementary SchoolJohn P. McKenna Elementary SchoolMartin Avenue Elementary SchoolMeadow Elementary SchoolMills Pond Elementary SchoolMount Pleasant Elementary SchoolMount Sinai Elementary SchoolNathaniel Woodhull Elementary School

Nesconset Elementary SchoolNew Hyde Park Elementary SchoolNorth Ridge Primary SchoolNorthern Parkway Elementary SchoolOakwood Primary CenterPhillips Avenue Elementary SchoolRaymond J. Lockhart Elementary SchoolRiley Avenue Elementary SchoolRolling Hills Primary SchoolSt. James Elementary SchoolStewart SchoolSummit Lane Elementary SchoolTackan Elementary SchoolTangier Smith Elementary SchoolUnqua Elementary SchoolW.S. Mount Elementary School Wading River Elementary SchoolWantagh Elementary SchoolWilliam Floyd Elementary SchoolWood Park Primary School

Middle SchoolsAlverta B. Gray Schultz Middle SchoolBaldwin Middle SchoolCandlewood Middle SchoolCharles A. Mulligan Intermediate SchoolEagle Avenue Middle SchoolHewlett High SchoolHicksville Middle SchoolHowitt Middle SchoolJ. W. Dodd Middle SchoolJohn F. Kennedy Middle SchoolRiverhead Middle SchoolRoosevelt Middle SchoolW.T. Clarke Middle SchoolWantagh Middle SchoolWilliam T. Rogers Middle School

K-8 SchoolsLittle Flower SchoolOur Lady of Lourdes SchoolOur Lady of Peace SchoolOur Lady of Perpetual Help SchoolSt. Martin de Porres Marianist School

K-12 SchoolsUpper Room Christian School

6-12 SchoolsCold Spring Harbor Junior/Senior High SchoolMattituck Junior/Senior High School

High SchoolsBaldwin Senior High SchoolCommack High SchoolDivision Avenue High SchoolEast Islip High SchoolEast Meadow High SchoolFreeport High SchoolGarden City Senior High SchoolGeorge W. Hewlett High SchoolHempstead High SchoolMassapequa High SchoolMount Sinai High SchoolNorthport High SchoolRiverhead High SchoolRoosevelt High SchoolSachem High School NorthSeaford Avenue SchoolSmithtown High School EastSmithtown High School WestSouthside High SchoolSt. Mary’s High SchoolUniondale High SchoolW. Tresper Clarke High SchoolWalt Whitman High SchoolWilliam Floyd High School

Community CentersWyandanch Youth Services

Capital One Junior Achievement FinancePark program volunteer helps a JA highschool student learn the fundamentals ofbudgeting and managing money.

American children, teensand young adults (ages 8-21) earned about $211 billion in 2003. This group is spending at a rate of approximately $172billion per year.

Harris Interactive Survey,2003

25JA Middle School student fromBronx Writing Academy.

NYC AFTER-SCHOOL COMMUNITY PARTNERSHIPS AND SUMMER PROGRAMS

Alianza DominicanaAsian-American Service Center of New YorkAsian-American Coalition for EducationAspira of New YorkBergen Beach Youth Organization (4 sites)Bronx Arts EnsembleBronx Christian CommunityBronx Institute of Lehman CollegeBrooklyn Bureau of Community ServiceBrooklyn Chinese-American Association (7 sites)

Builders for Family and Youth Diocese of Brooklyn

Catholic Charities of New York Child Center of New York (4 sites)Children’s Aid Society (10 sites)Children’s Art & Science Workshops (3 sites)Chinese-American Planning CouncilChurch Avenue Merchants Block Association (CAMBA) (6 sites)

Committee for Hispanic Children and Families

Community Association of Progressive Dominicans

Community Mediation Services (2 sites)Department of Youth and Community Development

East New York Development CorporationEast Side House Settlement

El PuenteFlatbush Beacon ProgramFort Greene Senior Council Freedom SchoolGaining Early Awareness and Readiness for Undergraduate Programs (Gear Up) (13 sites)

Good Shepherd Services (8 sites)Goodwill Industries of Greater N.Y.and Northern N.J. (2 sites)

Graham Windham Star Community Beacon Center

Grand Street SettlementGreater Ridgewood Youth Council (3 sites)GroundworkHANAC BeaconsHeartshare Human Services of New YorkHighbridge Community Life CenterHudson GuildI Have A Dream Foundation Imani HouseJacob Riis Settlement HouseMadison Square Boys & Girls Club (4 sites)Magic Carpet Day CampMaspeth Town Hall Community Center (4 sites)

Millennium Development (7 sites)Mount Hope Housing Company Project READY Program

New Settlement ApartmentsNew York City Parks and Recreation (13 sites)

NYC Mission SocietyPhipps Community Development Corporation

Police Athletic League (4 sites)Queens Borough Public Library (12 sites)Queens Herald ChurchRidgewood Bushwick Senior Citizen Council

Samuel Field Y (2 sites)Sesame Flyers InternationalSouth Asian Youth ActionSouth Brooklyn Youth ConsortiumSports and Arts In Schools FoundationSt. Ann’s Episcopal ChurchSupportive Children’s Advocacy NetworkThe After-School Corporation (TASC)University Settlement Beacon ProgramVision UrbanaWoodside on the Move (2 sites)YMCA Cross IslandYMCA Greenpoint Kids in Control ProgramYMCA JamaicaYMCA Prospect Park (4 sites)YMCA Twelve Towns (4 sites)YMCA West Side (4 sites)

NYC SUMMER YOUTH EMPLOYMENTPROGRAM PARTNERSHIPS

Alianza DominicanaCatholic Charities Brooklyn and QueensCommunity Association of Progressive Dominicans

NYC Mission SocietyPhipps Community Development Corporation

Southern Queens Park Association

LONG ISLAND COMMUNITY PARTNERSHIPS

Comsewogue Youth Club Family Service League (2 sites)Glen Cove Youth Bureau Jack and Jill of Nassau County Liberty Partnership Program (3 sites) Wyandanch Youth Services Young People’s Day Camp

2 0 0 9 A N N U A L R E P O R T

Community Partners

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Financial Statements

The following represent excerpts of the financial statements of Junior Achievement of New York, Inc. as of and for the yearsended June 30, 2009 and 2008. The complete set of financial statements has been examined by our independent auditors, KPMGLLP, upon which they have issued an unqualified opinion. These financial statements, including our independent auditors’ report,are on file with Junior Achievement of New York, Inc. and are available upon request.

Please write to: Junior Achievement of New York, Inc., 205 East 42nd Street, Suite 203, New York, NY 10017. You may also call212.907.0035 or e-mail us at [email protected].

Statements of Financial PositionJune 30, 2009 and 2008

ASSETS 2009 2008

Cash and cash equivalents $ 207,769 $ 754,445

Contributions and special events receivable, net 1,884,212 1,831,890

Inventory, net of allowances 80,829 106,552

Prepaid expenses and other assets 1,900 45,454

Fixed assets, net 208,788 330,440

Total assets $2,383,498 $3,068,781

LIABILITIES AND NET ASSETS

Accounts payable and accrued expenses $ 567,085 $ 479,196

Short-term borrowings 200,000 —

Deferred revenue 11,460 64,600

Deferred rent obligation 97,651 133,201

Obligation under capital lease 22,985 38,414

Total liabilities 899,181 715,411

Unrestricted net assets 55,785 1,484,624

Temporarily restricted net assets 1,428,532 611,246

Permanently restricted net assets — 257,500

Total net assets 1,484,317 2,353,370

Total liabilities and net assets $2,383,498 $3,068,781


27

Statements of ActivitiesYears ended June 30, 2009 and 2008

2009 2008

Temporarily PermanentlyUnrestricted restricted restricted Total Total

SUPPORT AND REVENUE

Support:

Contributions (net of participation payments

of $51,260 in 2009 and $45,623 in 2008) $ 1,394,709 $1,069,261 $ — $2,463,970 $2,684,721

Donated services 182,327 — — 182,327 254,862

Total support 1,577,036 1,069,261 — 2,646,297 2,939,583

Special events (net of direct expenses and participation

payments of $686,791 in 2009 and $574,688 in 2008) 1,523,491 — — 1,523,491 2,225,503

Interest and other income 3,140 — — 3,140 18,506

Total revenue 3,103,667 1,069,261 — 4,172,928 5,183,592

Net assets released from restriction 488,640 (231,140) (257,500) — —

Total support and revenue 3,592,307 838,121 (257,500) 4,172,928 5,183,592

EXPENSES

Program services:

High school programs 823,377 — — 823,377 546,478

Middle school programs 625,767 — — 625,767 501,800

Elementary school programs 1,844,367 — — 1,844,367 2,189,145

Total program services 3,293,511 — — 3,293,511 3,237,423

Supporting services:

Management and general 608,033 — — 608,033 603,270

Fundraising:

Volunteer recruiting costs 216,495 — — 216,495 202,627

General solicitation of funds 488,269 — — 488,269 561,829

Total supporting services 1,312,797 — — 1,312,797 1,367,726

Total operating expenses 4,606,308 — — 4,606,308 4,605,149

Non-operating activities:

Donated services support 245,790 — — 245,790 —

Donated services expenses (245,790) (245,790) —

Losses on pledges (414,838) (20,835) — (435,673) (72,924)

Total non-operating activities (414,838) (20,835) — (435,673) (72,924)

Increase (decrease) in net assets (1,428,839) 817,286 (257,500) (869,053) 505,519

Net assets at beginning of year 1,484,624 611,246 257,500 2,353,370 1,847,851

Net assets at end of year $ 55,785 $1,428,532 $ — $1,484,317 $2,353,370

2 0 0 9 A N N U A L R E P O R T

“You cannot motivate the best people with money. Money is just a way to keep score. The best people in any field are motivated by passion.”

Eric S. Raymond

INDUSTRY LEADER–($250,000+)

NASDAQ OMX Education Foundation

PACESETTER–($100,000+)

AccentureAmerican Express CompanyAmerican Express FoundationAmerican International GroupCiti FoundationCredit SuisseErnst & Young, LLPHSBC Bank USA, N.A.KPMG LLPPfizer IncPricewaterhouseCoopers, LLP

TRENDSETTER–($50,000+)

Banco Popular Cadwalader, Wickersham & Taft LLPDeloitte & Touche, LLPGoldman Sachs & Co.JPMorgan Chase FoundationMetLife FoundationNational GridThe Bank of New York Mellon CorporationThe C. George Van Kampen FoundationThe New York Stock Exchange, Inc.Thomson Reuters Markets

MAJOR INVESTOR–($25,000+)

Ace American Insurance Co.Cushman & Wakefield, Inc.Disney Worldwide OutreachFillit CommunicationsJP Morgan Chase & Co.McKinsey & Company, Inc.MetLifeMorgan StanleyTerex CorporationTIAA-CREFTurner Sports & EntertainmentVerizon Communications, Inc.Viscogliosi & Company, LLCWarner Music Group

PARTNER–($15,000+)

AT&TBarclays CapitalBest Buy Co., Inc.BlackRock Financial Management, Inc.CitiCon EdisonEdelman Public Relations WorldwideFedEx ExpressFulbright & Jaworski, LLPGeneral Electric CompanyING FoundationOgilvy & Mather WorldwidePhillips Lytle, LLPPitney BowesU.S. Bancorp

ENTREPRENEUR–($10,000+)

Bloomberg L.P.CBS CorporationDigitas, New YorkK&L GatesLazard Freres & Company, LLCNew York Life FoundationO’Melveny & MyersPatterson Belknap Webb & Tyler LLPSix Flags, Inc.The Boston Consulting GroupThe Pfizer FoundationThe Sidney Milton & Leoma Simon FoundationThe Staten Island FoundationWashington Mutual

PROVIDER–($5,000+)

Amerada Hess CorporationB’nai B’rith Food Industry LodgeBCD TravelBlank RomeChuhak & Tecson, P.C.EMC CorporationGilbane Building CompanyHuron Consulting GroupPershing LLCRent-A-CenterWeil, Gotshal & Manges Foundation Inc.Wheels Inc.The Xerox Foundation

STAKEHOLDER–($2,500+)

Assurant FoundationAvis Budget GroupBravo SolutionsBryan Cave, LLPCAMBACIT Group Inc.Gen Re Believes in ChildrenHenry Street SettlementJones Lang LaSalleKling StubbinsLeisure Time BowlMeridianMicrosoftNetwork Infrastructure Inc.NYC Urban Professionals Meetup AllianceOracle CorporationProcure StaffThe After-School CorporationThe Von Damm Family Evergreen FoundationVerticalnet Software, Inc.Volt Management Corp.

SPONSOR–($1,000+)

Alianza DominicanaBanorte Securities InternationalBrookfield Financial Prop. LPCognizant Technology SolutionsCohen & Perfetto LLPCommunity Association of Progressive Dominicans

Cullen & DykmanDelta National Bank & Trust Company of New York

Business Investors

28


Ogilvy & Mather volunteer works throughsophisticated business & financeconcepts with an IS 187 Brooklyn MiddleSchool student.

Frandzel Robins Bloom & Csato, L.C.George A. Ramlose Foundation, Inc.Hawkeye, LLCHerrick, Feinstein LLPIMG Sports & EntertainmentJaspan Schlesinger Hoffman LLPKilpatrick Stockton LLPLa Asociación Benéfica Cultural Father Billini

Mayer Brown LLPMitsubishi UFJ Trust and Banking Corporation

Musculoskeletal Clinical Regulatory Advisers, LLC

Nationwide Credit, Inc.North Jersey Development Group, Inc.Paradigm Spine, LLCRiskMetrics GroupSignature BankSmall Bone InnovationsSouthern Queens Park AssociationThe Actuarial FoundationThe Kandell FundThe Kupferberg FoundationThe Rosenthal Law FirmUnited Recovery Systems, LP

ACHIEVER–($500+)

46 Stone Street VentureAegis Receivables Management, Inc.Axiant, LLCBancker Construction Corp.Berken Building CompanyBrokers Service Marketing Group II, LLCCole, Scott & Kissane, P.A.Daily News

Devlin Naylor & Turbyfill, P.L.L.C.The Durst OrganizationEastern Locating ServiceGC ServicesHorizon Employee Leasing, Inc.Island Federal Credit UnionLaborers International Union of North America

Mad River Bar & GrillMSPC Certified Public Accountants & Advisors, P.C.

Navigant Consulting, Inc.Regional Appraisal Assoc., Inc.RMTS LLCSiemens CorporationSolove & Solove, P.A.Strand Import & Distributors, Inc.The Fatta FoundationThe Frank & Fred Friedman Family Foundation

The Town TavernVeri Oro Inc.Vidal Partnership, Inc.Wallwork Brothers, Inc.

ASSOCIATE–(Under $500)

46 Associates gave a total of: $12,232.53.

Gifts-In-Kind

We gratefully acknowledge the generoussupport of the following companies andbusiness professionals for in-kind contribu-tions, products and services totaling$428,117, donated during the 2008-2009fiscal year.

ACEAmerican Express CompanyAngelsoftAnré WilliamsBroadway/New York Comedy ClubCadwalader, Wickersham & Taft LLPChadbourne & ParkeChase Auto FinanceColumbia Business SchoolDeloitte & ToucheEdelman Public Relations WorldwideErnst & Young, LLPExec-Comm LLCFedEx ExpressFillit CommunicationsGerald Peart PhotographyHarlem LanesHuron Consulting GroupJohn Barrett SalonJoshua WeitzmanLeisure TimeNational GridNBC/Universal StudioNew York UniversityOgilvy & Mather WorldwidePfizer IncPricewaterhouseCoopers, LLPSix Flags, Inc.SlazdesignThe Boston Consulting GroupThe Daily ShowThirdway Brand TrainersThomson ReutersZipCar

“I was involved in the JA New York Business Plan Competitionheld at Columbia University. I was the COO of Pulse Nail Care—the winning team in the competition. We were all very thankfulthat real people in business took time out of their busy schedulesto judge the competition and give us real life, relevant advice.This experience is something that I am always going to rememberand I know it will greatly benefit me in the future.”

Keri McManus12th GradeWT Clarke HS, Long Island

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2 0 0 9 A N N U A L R E P O R T

Long Island-based W. T. Clarke High Schoolstudents win the 2009 JA New YorkBusiness Plan Competition, founded byChris Andersen (L).

LEADER–($25,000+)

G. Chris AndersenWilliam JanetschekPaul Schreiber

ADVOCATE–($10,000+)Dennis J. BlockLouis J. BriskmanPeggy FechtmannJames FlanaganMerrill KrainesWilliam M. LewisGavin G. O’ConnorAdebayo OgunlesiH Ronald WeissmanAnré Williams

PRINCIPAL–($5,000+)

Kevin BarrGary M. BinsteinDiane E. D’ErasmoDiahann FerreyraStephen HaskerPeter K. IngermanStephen J. LiguoriCraig LowryTheodore E. NiedermayerPip PeelRichard J. Poccia

COUNSELOR–($2,500+)

Les BaerPervez BamjiMarie-Claire BarkerKenneth D. DalyWillie E. DennisThomas DeVitoJoseph W. DugganPhil DunphyNancy C. GardnerLeslie V. GodridgeJose IrizarryWalker F. JacobsJames & Marie JohnstonAaron KaiserAmi KaplanJohn W. KeoghPeter F. KirnNaresh KumarKevin LilesEdward J. Lobello

Victor MalangaNanette MalebrancheMaura MarkusLisa MartinJoe MascaroJill McPolinBruce C. MillerStephanie MillsSanford MontagKenneth E. NewmanX. Rick NiuPeter PamelNeil RadeyEric ReubenSharon RowlandsDouglas E. SchallauMark ShapiroMarc SheinbaumKimberly A. Wagner, PhDTheodore V. WellsCaroline WongDouglas M. WormanJeffrey WurglerJoanne Zaiac

ADVISOR–($1,000+)

William J. BarrettAndy BerndtJohn J. BoyleChristopher BurkeKevin CassidyLai ChuScott CirilloDonna CoallierLyor CohenLaronda DavisMarc S. DieliSean DohertyMary K. DukeCindy GavinLauren GlazerLawrence E. GolubJames HoganPaul HuchroMichele F. ImbascianiSandra W. JacksonRuss JakubowskiRachel KastelanBrian KeenanJohn KellerJ. T. Kelly

Gary J. KozlowskiJohn LathamLeonard LeeSophia F. LundbergPhillip K. LynchDonald H. MacNealRiccardo A. MancusoStephen McCreary, Jr.Clifford MelbergerAlex MontaguMike MorrisonTammie Naterman-KikerDavid M. ObstlerEllen J. OdonerLuis A. PastorizaElliott PetersStanley PrestonPaul RobinsonMelissa S. RothmanCrystal L. SampsonKenneth SamuIan S. SchachterRobin SmithCraig SoloffSajid UsmanRobert J. WomackJudy YorkDavid E. ZeltnerDavid W. ZieglerAntonio Zumbo

Individual Investors

“This is my first year in the JuniorAchievement Program. I’ve never attended a corporate event before, neither have I had an opportunity to connect with business leaders like you.Learning about you and meeting you inspired me to believe that I too can possibly become the president of aglobal company one day.”

Saquon Simmons11th Grade/Student AmbassadorJamaica High School


30

JA New York Board Member, Tony Viscogliosicongratulates finalist high school students in the2009 JA New York Business Plan Competition.

31

People in the 18 to 24 agebracket spend nearly30% of their monthly income just on debt repayment—double the percentage spent in 1992(10% of net income is a recommended amountfor debt obligation).

Generation Broke: The Growth of Debt Among YoungAmericans Borrowing to Make Ends Meet Briefing Paper #2, October 2004by Tamara Draut and Javier Silva

“I learned about responsibilityand that the only way to succeed is with teamwork.”

Destiny Vasquez8th gradeBronx Writing Academy

2 0 0 9 A N N U A L R E P O R T

MENTOR–($500+)

Karen AmatoDavid AndresNhi AuJoseph K. AzelbyMichael BarkmanKevin BollingerJames BowersKaren BrownPatricia A. BrownThomas CamoiaMichael CaponitiTom CarloRobert B. CatellRobert ChodockAlfonso DaloisioTaiwo K. DanmolaBrian & Maureen DownieDavid DrakeMichael DrobinakSean EganSteve EinhornMr. & Mrs. Michael R. EllsworthPaul FarfelMauricio FernandezJames FortescueJeremy FreemanRichard FreitasKara FriedenbergLawrence FuchsBrendan GillespieJeffrey GirouxCraig GrosswaldRichard HallStephanie HattiangadiChristopher T. HemmerRita HernandezJames N. HestonBryan HoffmanJosh HogueGerard F. JoyceArti JurakhanPaul KearnsJessie C. Kearny

Bobby KellyAlan G. KennedyDean KernBrian KingPaul G. LaurenzanoJeffrey LeeDeborah LeoneJim McConekeyMolly McCueAli MeliMargaret MorrisonJan NagelSteven NewbornPeter NorleyJoe PalumboEdwin J. PisaniMichael A. PovedaVikram PurewalGregory RiceSanjay RishiMatthew W. RubenMichael RussoRobert RyallRobert SchirlingMichael SchoenhautNan C. SchubelKenneth W. SchwabLesley A. ShoreTim SmithSuzanne J. SoosJessica SouleMark SusminDaniel ToscanoJohn VerdonckDouglas WigdorRon WilcoxTrevor WilliamsDavid WinetroubAlex WuEdward Zebrowski

ASSOCIATE–(Under $500)

305 donors gave a total of: $63,483.92.


32

Invest in Yourself:Invest in Your CommunityJunior Achievement (JA) of New York alumnus, Ramon Gonzalez is the Principal of Middle School 223 in the Bronx.He wants to inspire his students to succeed by giving them new educational experiences and opportunities.Recently, he reconnected with Junior Achievement and introduced it to his students.

32

I had JA classes in the 7th and 8th grades atIsaac Newton School in East Harlem. Welearned a lot about the stock market andhow it worked. We looked for patterns andresearched and analyzed three-year trendsin the market. Upon reflection, I realizehow sophisticated this information was for middle school students.

My most vivid memory is of the JAvolunteer. She was an African-Americanwoman and she was a vice president in her company. She was so confident andknowledgeable about business and finance.For most of us, this was the first time wehad contact with a person of color of thisstature. It made us believe that we could belike her; we could excel too. While I was inthe “the talented and gifted class” in ourschool, I was also one of the poor kidsfrom the neighborhood. Students in myschool were from struggling, working-classfamilies or surviving on public assistance.Discussions about finance, investing, savingand managing money were foreign to us. Itwas life changing to have a successful,professional role model connect with us.

This is the beauty of the volunteerexperience. The concepts and words ourvolunteer used really grabbed our attentionand made us want to engage in discussionswith her. Our volunteer wasn’t a trainedteacher, but she had experience and theknowledge to break down big andcomplicated ideas for 8th graders.

I want the financial literacy empowermentof my students to go beyond JA’scurriculum. Junior Achievement is the sparkthat we use to engage and inspire youngpeople to be accountable for their owneducation. We’re not expecting our studentsto become experts, but we are expectingthem to have enough knowledge to makeeducated and informed decisions. Thisknowledge will help them transform theirneighborhoods into stronger and moreproductive communities.

We teach our kids to believe they mustmove out of the neighborhood in order tobe successful. There’s nothing wrong withthe concept of reinvention, but sometimesour beliefs have unexpected consequences.

When our kids believe they cannot thrivein their communities, the strongestmembers leave and the most vulnerableare left behind. Often, this results in acycle of spiritual, social and economicpoverty. There’s not much left to aspire to when your community’s role modelsdisappear. And how do we think it makespeople feel when they are left behind withno way of escaping their economic andsocial circumstances?

One of JA’s key messages is: you can befinancially successful in any neighborhoodand you can help transform your life andthe lives of people around you byembracing education and investing in your community through business andenterprise. If you come from East Flatbush,you don’t have to work or live inManhattan to be successful. Success ispossible if you live and work in the SouthBronx with a commitment to really developand invest in your community. If our kidsdon’t make the connection betweenempowerment in the classrooms and intheir homes, then we are not being

The average 21-year-old

in the U.S. will spend

more than $2.2 million

in their lifetime.

Share-Save-Spend.com

More Than Luck“Most of us invest a lot oftime and money on stylingand looking after our hair,but we are unable or unwilling to spend two or three hours managingour finances.”

“I really absorbed a lot of information that you shared with me about becoming aproactive student and time manager. The discussion with you really influencedme personally because you made me feel that I still have a chance to becomewhatever I want to be.”

Samuel Arijeloye10th Grade/Student AmbassadorMurray Bergtraum High School

effective. It’s our job to transfer theknowledge from within the school walls, to seed growth and progression in thestudents’ neighborhoods.

I live across the street from where I grewup. When I was young, my community wasdecimated by the crack epidemic. Youngpeople were trapped by poverty and sawno other alternatives for moving their livesforward. Today, I’m an anomaly in myneighborhood. When people see me, theyrefer to me as “Mike—the success of theneighborhood.” The truth is I’m not theonly success story. I’m one of the few whodecided to come back. This is why I ampassionate about teaching kids they can besuccessful anywhere—if they have the rightknowledge, preparation and attitude.

Young people relate to and interact withthe world based on what they experienceand know. JA is good at getting kids tohave a vision for their futures. Kids startthinking about possibilities that may noteven have manifested yet.

Economic independence and empowermentis something we all strive for. The trouble ismany of us don’t know where to start in orderto achieve this goal. Junior Achievement giveskids a starting point, the knowledge and theskills necessary to begin plotting a coursetoward economic autonomy. This is whathappened to me. It was like having thelights turned on in a dark room. To this day, I remember some of the fundamentalfinance and economic lessons I learned back then. And I’ve clearly benefitted fromthis knowledge.

An important piece of our educationalfoundation is missing. It’s a critical buildingblock necessary to support our futureaspirations. Our ability to understand andcontrol our money, our investments, our

savings and our spending is vitallyimportant. It affects everything we do.Most of us invest a lot of time and moneyon styling and looking after our hair, butwe are unable or unwilling to spend twoor three hours managing our finances.We’re used to giving this power andresponsibility to others and as we haveseen in recent times, this is not always the best course of action. We need to beinvolved in deciding how we manage andinvest our money. We can no longer affordto sidestep these decisions because of lackof information. In a world of shrinkingresources, future generations are going tohave to be prepared to take responsibilityfor their financial well-being. This is whyJunior Achievement’s mission is so relevantand critical to education today.

Principal Ramon Gonzalez, MS 223 Bronx withMeredith Lawrence, JA New York Program Manager.

33

Samuel Arijeloye

Volunteers Make a Difference!

New York City205 East 42nd StreetSuite 203New York, NY 10017Telephone: 212.949.5269Fax: 212.949.5262

Long Island250 Willis AvenueLower LevelRoslyn Heights, NY 11577Telephone: 516.625.9053Fax: 516.625.9077www.jany.org

JA participates in the BBBCharity Seal Program, asymbol to donors that our organization has met the 20 Standards forCharity Accountability.

Junior Achievement of New York, Inc. gratefully acknowledges thefollowing people and companies for their participation and workin creating this Annual Report:

DesignFillit Communications www.fillitcomm.com

Special ThanksJA Staff, past and present.Cover Photo: Szeyin Lee, JA New York Student Ambassador,Stuyvesant High School

PhotographyThe JA New York 2008-2009 Photo Archive CollectionBy Patrick Andrade, Jacqueline Dolly and Roberto Falck

Documents

2009 JA New York Annual Report