Junior Achievement of Idaho

To ensure every child in the state of Idaho has a fundamental understanding of a market

based system.

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Our Core Purpose

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

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Our Core Values• Belief in the boundless potential of young people. • Commitment to the principles of market-based

economics and entrepreneurship• Passion for what we do and honesty, integrity and

excellence in how we do it• Respect for the talents, creativity, perspectives, and

backgrounds of all individuals • Belief in the power of partnership and collaboration• Conviction in the educational and motivational impact

of relevant, hands-on learning

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3 Pillars of Success

• Financial Literacy• Entrepreneurship• Work-readiness

• All programs are hands-on, blended, experiential, relevant and facilitate critical thinking.

• All programs meet the State Social Studies Standards, Common Core Requirements & District Standards per grade level

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2010-11 Student Reach Totaled 10,578,260

4,036,865

1,230,442208,913

1,751,391

3,117,978

232,671

JA Worldwide

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JA Worldwide

U.S.

Americas

Africa

Asia/Pacific

Europe

MENA

Six Regional Operating Centers

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Junior Achievement of Idaho Territory

• 100 School Districts• 36 Counties• 541 Public Schools• 291,000 students

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Junior Achievement of Idaho 2012-2013 School Year

4,985 students

211 classrooms

2013-2014 School Year

15,000+ students

650+ classrooms

- Regional Meetings -Regional Contacts- Regional Collaborations

Idaho State Department of Education Regions 1 - 6

JA Idaho establish a Regional Board in each State Ed

Region

JA of Idaho current territoryRegion III – Treasure Valley –

10 Counties, 42 School Districts, 125,000 students

Region IV – Magic Valley/Twin Falls–

8 Counties, 25 School Districts, 33,500 students

Region V – Idaho Falls –

7 Counties, 18 School Districts, 32,500 students

Region VI – Pocatello –

9 Counties, 18 School Districts, 40,000 students

Total Student Population: 231,000

34 Counties, 103 School Districts

Regional Boards Function and Duties: • Responsible for funding and programming within their territory/region• Each region sets its own programming goals • Each region is governed by regional leaders from those counties/communities

represented • Funds raised within each region from local business, individuals and special events,

stay in that region• Statewide grants are disseminated appropriately as needed –determined by need &

population reach• Ideal board size to appropriately govern each region according to JA USA standards:

– Region 4, 5 and 6 boards should have 5 – 25 board members– Region 3 should have 30 – 50 board members

New Collaborations

Idaho Education Network • Volunteers can be

anywhere!• Multiple Classrooms at

once• CEO panel

Virtual/Mobile Finance Park • Teacher taught curriculum• Virtual Simulation• Hands-on Simulation• Household Budgeting

State Board of Directors• Statewide Interest

and Influence • Develop and monitor

governance polices and strategic direction of the organization.

• CEO, Superintendent, Policy Maker or Direct Report

• State Treasurer Ron Crane• State Deputy Superintendent

Roger Quarles• Meridian School District –

Largest School District in state• Melba School District –

Progressive Rural District• Kristin Guidry – Idaho

Education Network• Need a CEO Champion

Statewide Model JA Staff • All staff work at JA State Office• JA Staff supports all programming,

fundraising events, volunteer recruitment and training and board development in each region

• As a regional board is formed and funds are raised, a JA staff person will be assigned to that board.

JA Budget • One bank account for the organization• Separate Budgets and Cashflows per

Region• Money from each Region funnels into

JA Bank account to support programs, staff, franchise fee and volunteer insurance.

• Based upon program reach, appropriate dollar amounts will be determined to support the specific number of programs, volunteers, % of franchise fee, and % of staff time allotted to implement programs in that region.

JA Staff

- Purchases classroom materials for each region - Supports Volunteers Training and Recognition in each region - Supports Teacher Training and Recognition in each region - Attends all board meetings and fundraising events in each region

% of student market # of students Annual Budget20% 25,000 500,00030% 37,500 750,00040% 50,000 1,000,00050% 62,500 1.2 Million

% of student market # of students Annual Budget20% 46,200 1 Million30% 69,300 1.3 Million 40% 92,400 1.7 Million50% 115,500 2+ Million

REGION 3 Sample Budget

State Sample Budget

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Junior Achievement Programs& The Common Core

English/Language Arts

U.S. Student Universe

Aligned with and Supports educators• Provide increasingly complex text providing opportunities to help students develop

literacy skills through history, social studies, science and technical subjects in support of the new English Language Arts standards

• New Reading standards expect students to build knowledge, gain insights, explore possibilities, and broaden their perspectives. JA’s upper elementary school programs, JA Our City™, JA Our Region™, and JA Our Nation™ are designed to contribute to the accomplishment of the standards.

• JA programs help educators create opportunities to address Speaking and Listening standards by creating academic discussions in one-on-one, small-group, and whole-class settings.

• New Language standards expect students will grow their vocabularies through a mix of conversations, direct instruction, and reading. JA programs help educators accomplish this. JA’s experiential approach to learning includes case studies, group discussions and engaging ways to introduce students to advanced concepts and vocabulary. These strategies are included throughout JA programs.

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Junior Achievement Programs& The Common Core

Math Standards

U.S. Student Universe

Aligned with and Supports educators

• Math Standards best correlates with elementary expectations where computation skills are emphasized

• The Common Core Math standards were developed specifically to improve mathematics achievement. There are fewer standards but they are focused and aim for clarity and specificity, which limits any non-math program from aligning. However, our programs embed fundamental mathematical skills especially aimed at understanding economics, finance, budgeting which maximizes our ability to align with Common Core standards.

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Junior Achievement Outcomes● Increase Problem Solving 88%

● Increase Decision Making 85%

● Improve Critical Thinking 85%

● Improve Interpersonal Communication 82%

● Teacher Endorsement 95%

of teachers report JA students develop a better understanding of how the real world operates, and ask for the class again year after year.

● Graduation Rates 97%!A student that has JA one time K-12 has an 88% graduation rate.

A student that has JA three or more times K-12 has a 97% graduation rate.

● Better attitude towards school 96%! 96% of JA students report JA gave them a more positive attitude towards school.

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Elementary Programs

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Middle School Programs

• JA’s middle school programs for students in grades 6-8 include economics and business curriculum. A new program entitled, “It’s My Future,” focuses on career goals and development. The dynamic interaction between the volunteer and students promotes active learning and brings theory to life.

• 6 Classroom visits lasting 45 minutes

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Middle School Programs

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High School Programs

• JA’s high school programs for students in grades 9-12 include economic and business curriculum, and an after-school student-led enterprise. JA’s newest high school program teaches students how to earn and keep a job in a high growth, high-demand program. There is a FREE APP that accompanies the program.

• Semester long Economics Course• 5-12 Sessions lasting 45-60 minutes

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High School Programs

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JA brings relevance to the classroom

• JA brings the real world to your classroom, opening students' minds to their potential and preparing them for the workplace.

• JA recruits and trains business and other community volunteers, connects them to you, and provides all volunteer and student guides and hands-on learning materials.

• JA's volunteer-led programs provide role models that help students to see the vital connection between school and future success.

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Why Volunteer? • Change a life• Transform a life• Make yourself happy!• Secure our future economy

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JA helps schools implement the new State/Common

Core Standards• To ensure programs are relevant and support content standards, Junior Achievement USA correlates all Junior Achievement (JA) programs to state, national, and district educational standards. These correlations are updated as standards are revised. Since the release of the Common Core Standards in June 2010, Junior Achievement USA has correlated JA programs to these new national standards. The correlations are still being done state-by-state because of variations in the standards.

• To find the links to the common core matrices, please visit ja.org and go the educators tab.

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What are my responsibilities as a teacher having JA in my

classroom?• State law requires your presence in the classroom.• Your volunteer will be contacting you within 1 week to coordinate meeting times.• Prepare to schedule an observation visit for your volunteer.• Please remember, the volunteer attends a JA orientation and training session, but

is not an experienced teacher.• Assume an active role in assisting the volunteer and maintaining discipline in the

classroom.• Notify your volunteer when you will be absent or of any schedule changes.• Express “Thank You” to your volunteer. Student thank you notes are always

treasured!• You will receive an evaluation via email at the end of the semester to provide

feedback about your volunteer, the program, and JA staff.

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How do I sign up?• Complete a registration form per class you would like

taught and return to Betsy@juniorachievementid.org• That’s IT!

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Current Volunteer Opportunities

Summerwind Elementary– 2nd, 3rd, 4th and 5th grades

Mary MacPherson Elementary

- K – 5th grades

Christine Donnel School of the Arts

- K – 5th grades

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Core Service Schools* whole school participates

Boise Meridian

White Pine* Summerwind*

Amity* Gateway Math and Science*

Valley View* Hunter*

Shadow Hills Joplin

Taft Pioneer*

Liberty* Cecil Andres*

Cynthia Mann* Meridian*

Grace Jordan* Mary McPherson*

Christine O’Donnell School of Arts*

Pepper Ridge

Rocky Mountain HS

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Outside our Core Schools* whole school participates

Eagle, Nampa, Caldwell, Kuna, Middleton Twin Falls

Nampa Christian HS Bickell Elementary*

Middleton Heights Middle School Sawtooth Elementary*

Fresco Arts Academy 6th – 12th, Eagle

Washington Elementary, Caldwell

Initial Point HS, Nampa

The Village Charter School, Boise

Hubbard Elementary, Caldwell

27 GO ON HIGH SCHOOLS

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February 9th, 2013

6:00 – 8:00 pm

20th Century Lanes

• 5 person bowling teams• $500.00 per team

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Bowl-A-Thon PrizesTop Individual Fundraiser 5 night stay Palm Springs

Top Fundraising Team Kindle Fire for each bowler

For every $150 raised, a chance at a 7 night Mexico Vacation

Raise $100 and get Door Prizes

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JA USA National OfficeStructure & Services Provided

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JA of Idaho Structure

• Board of Directors▲Brand & Communications▲Finance ▲Funding and Resource Development▲Education▲Executive▲Operations

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JA USA Structure

Julie O’MearaPresident

Shaun Kochivar

Board Chairman

John MendiolaIncoming

Board Chair

David Pattee, Treasurer/Secretary

Julia Traylor, Funding

Chair

Christine Rood,

Education Chair

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JA USA Structure

Jack KosakowskiPresident

Susan LuuSVP, Business Improvement

Susan KolonSVP, Brand

Strategy and Communications

OpenSVP, Education

Gary BlanchetteSVP,

Development

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Bowl-A-ThonSaturday February 9th, 2013

20th Century Lanes6:00 – 8:00 pm5 Team Bowlers

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Role of the Local Board

“Good governance is about providing critical capital, intellect, reputation, resources, and access to power nonprofit success and thereby strengthen communities.”

- BoardSource

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Role of the Local Board

• Governance• Resources• Raise dollars

‒ Give personally and corporately

• Recruit volunteers• Increase awareness• Build capacity to do more over time

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The Best Boards Focus on Impact

ResourcesCreated

X Inspirational Leadership

= SustainableImpact

• Raise dollars• Recruit volunteers• Increase awareness• Build capacity to do more over time________________Strong Growth

• Set strategy/goals• Ensure quality• Expect integrity• Develop staff• Review performance________________Capacity to execute

• Real changes in kids’ lives

• Growth• Financial security

____________Success

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Board Governance

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Role of the Board Chairperson

• Chief Volunteer Officer• Provide Leadership to the Board• Create a Visionary Framework• Partner with the JA Area President

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Board Committees• Executive* • Audit Committee• Board Development • Brand Committee• Funding and Finance • Personnel Committee• Programs and Volunteers

Committee/Education Committee* Mandatory Committee

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Executive Committee

• Provides a process for effective communication among committees, and acts as a filter for issues to be reviewed and discussed before being brought to the entire board

• Mandatory Committee

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Audit Committee

• Hire and supervise the activities of the auditor

• Independent of management (Should NOT include the board treasurer or finance chair)

• Can be a committee of one• Recommended committee

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Sarbanes-OxleyImplications for Non-Profits

• Need for Audit• Separate Audit Committee• Conflict of Interest Policy signed annually• Whistle Blower Policy• Code of Ethics Policy• Risk Assessment

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Board Development Committee

• Determines the composition of the board by assessing current board, identifying, recruiting, and nominating new board members

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Brand Committee

• Provides marketing and communication leadership which increases Junior Achievement’s image, awareness, and understanding in the community in order to generate resources and ensure demand

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Funding and Finance Committee

• Ensure financial resources are secured to achieve strategic short and long term funding goals

• Provides financial oversight

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Personnel Committee

• Reviews compensation and advises the president on personnel policy issues

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Programs and Volunteers orEducation Committee

• Develops organization’s strategic program and volunteer recruitment goals, monitors progress and quality and assists in opening doors with school districts

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Role of the Local Board

Inspirational Leadership• Set strategy and goals• Ensure quality implementation• Demand integrity• Develop staff• Review performance

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Role of the Local Board

Governance• Accountability to stakeholders• Stewardship of dollars• Maintain highest ethical standards

• Avoid even the appearance of a conflict of interest

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What Should a Good Board Look Like?

• Senior Level Management• Broad functional experience base• Strong relationship base• Complete stakeholder representation

– Diverse in industry, size of business etc.• Corporate/personal capacity for giving

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JA Area Provides

• Board List • Governance and Committee Structure

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AMT I

Review/Analysis ofLocal JA Area Module

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Review of JA Area

• Strategic, marketing, operating plan• Local structure• Situational analysis

– What are areas of need?

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JA Area Recognition

Level Recognition

Level 1 Operational Standards Compliance

Level 2 Summit

Level 3 Peak Performer

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AMT I

Funding Module

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Typical “Funds” for JA Areas

Capital (Restricted) Board (Restricted)Endowment (Restricted)

Operating (Unrestricted)

Note: The terms “Funds” and “Campaigns” aligns with the fundraising structure within the new BCRM system to be adopted by all JA Areas.

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Typical “Campaigns”Operating Fund

Corporations

Annual Giving

Program Sponsorship

Calling for Kids

Individuals

Annual Giving

Planned Giving

Family Foundations

Calling for Kids

Foundations

Private

Community

Special Events

Business Challenge

Bowl-a-thon

Golf

Hall of Fame

Government

School Funding

Local Community Funds

State Funds

Federal Funds (reserved for JAUSA)

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Funding Toolkits • Individual Giving Toolkit

– http://portal.jahub.org/servlet/portal/serve/43484

• Planned Giving Toolkit– http://portal.jahub.org/servlet/portal/serve/30705

• Fundraising Toolkit– http://portal.jahub.org/servlet/portal/serve/29064

• Board Campaign Toolkit

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JA USA Research Tools• Grant Station Newsletter

– No cost to subscribe• The Foundation Center

– $300 per year• Hoover’s

– $525 per user per year• ResearchPoint

– $325 per office To subscribe to any of these services, please contact

Kris Ponciroli at kponciroli@ja.org *Pricing above is for 2011 calendar year. New rates will be

published for 2012 calendar year subscriptions.

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JA Area Provides

• Campaign Mix• Campaign Leadership• Campaign Structure

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Other Resources• Portal:

http://portal.jahub.org/servelet/portal• www.ja.org• www.jabrand.org• 122 JA Areas

– Use as network– Borrow Best Practices– Develop a few close relationships you can

trust.

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AMT I

Programs Module

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Programs

• Classroom-Based– K – 12

• Capstone– JA BizTown– JA Finance Park– JA Job Shadow

• After School

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Program Tools

• State and National Correlations• Evaluations• Variance and R&D Procedure• Program Implementation Standards• Student Verification Process

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JA Area Provides

• Program Goals• Staff Structure

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AMT I

Operational Standards –

Compliance and Performance

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Operational Standards

• Drive the mission• Ensure sustainability and quality• Value to staff, board and national office• Linked to other systems

– Awards– Training

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Junior Achievement USA® 2011/2012 Operational Standards - Compliance

Reporting Requirements Monthly

1. Invoices 2. License Fee Payments

Within 15 Business Days of Approval

1. Board Meeting Minutes 2. Executive Committee Minutes

Within 60 Days of Occurrence

1. Financials Annually

1. Board/Executive Committee Meeting Schedule – Due 8/15 2. Board List – Due 8/15 3. Budget – Due 8/15 4. Cash Flow Statements – Due 8/15 5. Student Goals – Due 8/15 6. Major Donors Survey – Due 8/15 7. IRS Form 990 or copy of extension – Due 11/15 8. Annual Audit – Due 12/15 9. Audit Management Letter and Area Response (if applicable) – Due 12/15 10. 3rd Party Student Participation Verification Audit Letter – Due 12/15 11. Talent Management Survey/Process – Due as requested annually 12. Incoming Board Chair information – Due 5/15 13. Student & Financial Year End Projections – Due 5/15 14. Local R&D – Minimum of 15 days prior to start 15. Program Variance – Minimum of 15 days prior to start

As Updated

1. Articles of Incorporation 2. Bylaws 3. Employee Handbook 4. Program Registrations – Specific dates as published 5. Strategic Plan

Program, student, volunteer, financial, board and staff data and benchmarking statistics are available at any time from your Junior Achievement USA Operations Representative.

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Governance Documents

• Operating Agreement• Policies and Procedure Manual

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Operational Standards - Performance

• Performance– Year to Year % Change in Student

Numbers or Contact Hours– Surplus– Cash on Hand– Debt Ratio– Current Ratio

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Operational Standards - Performance

• Process to address chronic underperformers– Those who have 3 consecutive years of

below standards in 3 of the 5 categories will be evaluated

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Operating Agreement• Updated July 2011• Protects the JA brand• Defines relationship between JA USA

and JA Area– Rules and regulations – “have to’s”– What actions take place if breach by either

party– Identifies and protects territory

• Ten year renewable terms

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Policies & Procedures Manual• Defines what JA Areas must do relating to:

– Protected Materials– Area Structure– Business Improvement– Finance– Fundraising– Foundations– Human Resources– Programs – Required Documents (monthly, annual, other)

• Outlines Operational Standards – Compliance and Performance

• Conflict of Interest Form

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AMT I

Reporting and Housekeeping Module

8181

Housekeeping

• Checklist of items to be sent to the National Office

• Other

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2011-2012 CHECK LIST OF ITEMS SENT TO JUNIOR ACHIEVEMENT USA®

MONTHLY Send to: July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June

License Fees Finance N/A N/A Invoices Finance

WITHIN 15 DAYS OF APPROVAL

Send to: July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June Board Meeting Minutes

Operations Group

Executive Committee Meeting Minutes

Operations Group

WITHIN 60 DAYS OF OCCURENCE

Financials Operations Group

ANNUALLY AS NEEDED/UPDATED

Due Item Send to: Received: Item Send to: Received:

8/15 Board/Executive Committee Meeting Schedule

Operations Group Local R&D – 15 Days Prior To Start Education

8/15 Board List Operations Group Program Variance – 15 Days Prior to Start Education 8/15 Budget Operations Group Articles of Incorporation Operations 8/15 Cash Flow Operations Group By-Laws Operations

8/15 Student Goals Operations Group Employee Handbook Human Resources

8/15 Final Class Registration Verification BI JA Area Strategic Plan Operations

8/15 Major Donors Survey BI 11/15 IRS Form 990 Finance Send information to: 12/15 Annual Audit Finance Operations - 12/15 Audit Mgmt. Letter & JA Area Response

(if applicable) Finance

Howard Bartner or Jackie Dant, send to Terri Bell; tbell@ja.org Steve Schmidt or Christy Kunz, send to Marci Owen; mowen@ja.org

12/15 3rd Party Student Participation Verification Audit Letter

Executive Office Business Improvement (BI) - Send to Arlene Miller; amiller@ja.org

Development - Send to Melanie Adams; madams@ja.org Education - Send to Allison Farr; afarr@ja.org Executive – Jack Kosakowski or Buzzy Thibodeaux, send to Wendy King, wking@ja.org Finance - Send to Roma Borland; rborland@ja.org Human Resources - Send to Lisa Frye; lfrye@ja.org

Spring Talent Management Survey/Process (Includes Zoomerang surveys from Board Chair & President)

Operations Group

5/15 Incoming Board Chair Operations Group

5/15 Student Year-End Projections Operations Group

BI-ANNUALLY Send to: First Semester Second Semester – Final Registration Program Registrations Business Improvement February 15 August 15 with Verification

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Questions?

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Junior Achievement of Idaho

President – Julie O’Meara

Program Manager – Betsy Miller

Marketing and Events Manager– Sarah McDaniel

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What is Junior Achievement?• Founded in 1919, non-profit and the first economic education

organization in the country.

• World wide organization, reaches more than 9 million students in 123 countries.

• Teaches K-12 students about financial literacy, entrepreneurship and workforce readiness.

• Uses business professionals in the community to teach students.

• Mission of Junior Achievement:

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

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Elementary School Programs

• JA’s elementary school programs are the foundation of its K-12 curriculum. Six sequential themes, each with five hands-on activities, work to change students’ lives by helping them understand business and economics. This year, a redevelopment of the 1st and 3rd grade programs have been completed to keep up with the changing economy.

• 5 Classroom visits lasting 30-45 minutes