FY 2021-2022

ANNUAL

IMPACT REPORT

www.jasocal.org

Table of Contents

Last year presented its fair share of challenges, but the collective impact of our efforts is clear. Here’s what we accomplished together in Fiscal year 2021-2022.

03

04

05

CEO Letter

New Brand!

Mission and More

06

What We Do

08

Learning Experience Highlights

16

Measuring Impact

17

Program Allocation by Grade

20

DEI Commitment

21

Special Recognitions

22

Financials

23

Our Donors

25

Who is Volunteering

OUR LOCATIONS:

26

Nonprofit Partners

HEADQUARTERS

6250 Forest Lawn Dr.

Los Angeles, CA. 90068

ORANGE COUNTY office

301 East 17th Street. Suite 202

Costa Mesa, CA. 92627

27

Our Mighty Board

28

Upcoming Events

A LETTER FROM CEO

Dear JA Friends,

You may have noticed that we’ve changed-- but our mission has not.

2021 has proven that times of great challenge often lead to even greater opportunities and innovation. This was true for JASoCal with a shift in our own priorities and the need during a pandemic era to focus on health and wellness, and how we, as a community, play a critical role in helping our more vulnerable communities to ensure equitable access to the resources that we learned were in short supply for many the past year.

At JA, we learned during a health crisis that students who have the most need for quality education—including financial literacy and career readiness—are the ones more often left behind. In fact, we knew going into the school year that 2 in 5 teens fell “behind” as they returned to school. This new reality meant we needed innovative ways to support our vision of inclusiveness while growing as a non-profit in the process.

We are grateful that our community of board members and JA supporters joined the staff in this effort to navigate through and beyond a crisis leading to a stronger, more resilient organization in the service of K-12 youth.

In August, the 2nd cohort of 3DE at Crenshaw began their high school education using what we believe is the most innovative instructional model in a generation.

We began transitioning from online instruction back to our core, collaborative, and in-person learning programs which were in high demand by both educators and our corporate volunteer community. We worked hard to connect those two communities while navigating new pandemic-related protocols and procedures. Our capacity continued to grow as the year progressed.

In April, we hosted 9 area high schools for the JA Career Exploration Summit focused on Sports and Entertainment which provided more than 450 students with the opportunity to explore their career possibilities through small group panels with industry professionals.

Behind the scenes, we worked diligently to identify high-need communities and shifted our programmatic strategy to focus on ensuring that students receive JA programs continuously from Kindergarten to High School graduation.

We continue to educate our staff, board, and volunteers on Diversity, Equity, and Inclusion to intentionally address stereotypes and bias within the communities we serve and reduce systemic barriers to achievement.

And, we changed our look to match our stronger and bolder organization – one that reflects our students—one that you can be proud to support.

While 2021 certainly had its share of challenges for our organization, we came through the year in a strong financial position and with a commitment to expand our program outreach in the most impactful way to students in the communities we serve.

"When students learn the skills to succeed, those skills are passed generationally, creating financially healthy families, robust economies and thriving communities."

With Gratitude,

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NEW LOOK, SAME GOAL

Retaining traditions; embracing innovation.

Junior Achievement embarked on a brand-modernization project that led to the tech-forward, youth-friendly brand identity you see in this report. With input from the global JA network and partner, Brand Pie, JA worldwide developed a new vision for the decades ahead, in which “young people have the skillset and mindset to build thriving communities,” yet we retained our long-cherished mission “to inspire and prepare young people to succeed in a global economy.” Employing crowdsourcing and modern market testing technology, as well as utilizing more traditional creative processes led by Masha Eizner Design, JA launched a modern global logo that echoes the five logos that came before it.

Junior Achievement has changed significantly over many years, and this update of our brand reflects that reality. We’ve worked closely with our education, business, and community partners to ensure that we deliver proven, life-changing learning experiences to students. This process, which includes the use of innovative learning technology, accelerated significantly over the course of the pandemic. The time just felt right to make this change to a brand that recognizes what Junior Achievement has become.

The brand update is also occurring globally, with JA operations in more than 100 countries worldwide. In May 2022, JA affiliates began transitioning websites, social media channels, and other marketing materials. The transition will also involve updating the curriculum, signage, buildings, and more and is expected to take a few years to complete.

WATCH THE BRAND TRANSITION VIDEO

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OUR MISSION

JA inspires and prepares young people to succeed in a global economy.

OUR (NEW) VALUES

5

WHAT WE DO

Work Readiness:

Preparing youth for

the jobs of the future

JA’s immersive, volunteer-led work-

readiness programs teach critical work

skills that prepare young people for college,

trade school, or the workforce. Whether

job shadowing mentors, testing

their skills through digital experiences,

or developing solutions during business

challenges, JA students are prepared for

the future of work.

Financial Literacy:

Developing financial

independence

JA’s hands-on, role-playing financial-literacy

programs expose young people to smart

saving and investing, thoughtful spending

and credit, the role of taxes, the value of

employment and community involvement,

and the opportunities for global trade. We

prepare young people for lifelong financial

health.

Entrepreneurship:

Cultivating an

entrepreneurial mindset

Through JA’s real-world entrepreneurship

programs—the longest-running

in the world—students ignite their

entrepreneurial spirit by developing an

innovative product or service, financing

their startup, marketing their product or

service, and launching their careers as

entrepreneurs or intrapreneur.

VIBRANT LEARNING EXPERIENCES

JA supporters helped us create

Take a glance at the impact you made...

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In partnership with our dedicated volunteers and supporters, we served

24,820 students at 118 schools throughout our community

24,820

Students

118

Public Schools in

19 School Districts

107

Educators

9

JA Virtual Town Hall October 21, 2021- Get Smart About Credit

As an extension of our digital and experiential learning resources, JASoCal hosted our third in a series of JA Virtual Town Halls for Southern California’s Teens – “Get Smart About Credit” on October 21, 2021.

Hosted by former NBC4 Today in LA Anchor Daniella Guzman, this one-hour, interactive Q&A program gave students direct access to some of the region’s best business leaders, entrepreneurs, and influencers as they shared their personal credit experiences and provided their expertise on credit, debt and how to prepare for their financial futures.

Panelists Included:

Lybroan James, Ed.M., Chief Education Officer at MILOedu

Jordan Nichols, Partnerships at STEP

Belva Anakwenze, Founder & Principal of Abacus Financial Business Management

Maria Beckman, SVP/Regional Executive, Bank of America & JASoCal Board Member

Abigail Lovell, SVP of Shared Marketing at Experian

Guatam Gupta, Student & Co-Founder of Dimes to Dollars

Read more HERE

Watch the Town Hall HERE

A JA VIRTUAL TOWN HALL

3.0

for Southern California Teens

POST EVENT STUDENT SURVEY RESULTS

96%

90%

believe talking to parent(s) or guardian(s) about financial goals is important.

believe they benefitted from their participation in the JA Virtual Town Hall

90%

85%

feel more confident about how to use credit wisely

would recommend JA Virtual Townhall 3.0 to a friend

87%

now understand how to get out of credit card debt

95%

understand the importance of being credit worthy and how it will benefit them

10

JA Career Exploration Summit, April 6, 2022

JASoCal hosted its first Sports and Entertainment focused Career Exploration Summit for more than 450 students from 9 area high Schools.

In partnership with Los Angeles City College, presented by American Honda Finance Corporation, and supported by 60+ volunteers, this summit provided a career-readiness educational event to help students understand the numerous career options available to them within two major local industries—Sports and Entertainment.

Learners had the unique opportunity to step behind the curtain and learn about the many job roles involved in making an industry a success—an experience that allows students to explore the many choices available to them as they navigate their transition from high school into the workforce. Additionally, students got a glimpse into what a college campus looks like.

Read More about the JA Career Exploration Summit HERE.

If you can see it, you can be it!

JA CAREER EXPLORATION SUMMIT

Sports

& Entertainment

POST EVENT STUDENT SURVEY RESULTS

want to learn more about the speaker's company

want to learn more about the speakers' job or career

91%

98%

85%

learned new information about a new career they were not familiar with before

understand the challenges of the speaker's career/job

83%

400

Students

NOW understand THAT personal skills, and interests are important when choosing a career

95%

97%

understand why the speaker's job is important in the community

understand the education required for the speaker's career/job

89%

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Programs Focus

Student Empowerment Programs: Orange County

Students Served

4,000

Approx.

Career Speaker Series and Interactive Role Model Panel

Focused on empowering low-to-moderate-income high school students with the skills they need to succeed, JASoCal's Orange County region hosted Career Speakers and interactive Role Model Panels throughout the school year.

With these programs, students receive real-world experiences right within their classrooms. A diverse speaker pool representing prominent local industries like education, entertainment, and finance share their career paths, and experiences, and answer students’ questions, enabling students to envision their future, be inspired by what success can look like, and be empowered by the many paths to get there!

Through these empowerment programs and partnerships with the Anaheim Union High School District's Independent Learning Centers, we provide students most in need with JA programs and interactions with inspiring volunteers.

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Vans | Delta | NBC

Whittier Trust | SoCalGas | UnionBank

Cathay Bank | LADWP | Freddie Mac

Bank of America | Toyota

To learn more about

JA Finance Park Contact:

Christine Kunishige ckunishige@jasocal.org

2021-2022 saw a slow but steady return to in-person JA Finance Park simulations. We were thrilled to have students on-site but were equally excited to continue the JA Finance Park-Virtual experience for schools unable to make the trip to the JA Park Facility.

5,152

Students Served in 2021-2022

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3DE at Crenshaw High School is currently the only 3DE school operating on the west coast with plans to expand to additional schools over the next 3 years. 3DE operates in 42 schools across 10 US states and serves 13,000 students. The result? 3DE schools see fewer cases of chronic absenteeism, higher graduation rates, and nearly 70% higher proficiency in math and reading. By ensuring students graduate with the skillsets, mindsets, and behaviors to be competitive in a rapidly changing economy, 3DE positions alumni for economic opportunity and choice-filled lives. Partnering companies and organizations are also attracting a diverse workforce by maintaining connections with 3DE students and offering internships and employment. And students demonstrate exceptional skill acquisition, especially in the areas of communication, collaboration, cultural agility, critical thinking, creativity, innovation, and self-direction. 3DE will open at Compton Unified's Dominguez High School in Fall 2023.

https://jasocal.org/3de/

READ ABOUT THE CULMINATING STUDENT SHOWCASE EVENT

STUDENT PERFORMANCE

EDUCATOR BELIEF

fewer cases of Chronic Absenteeism when comparing 9th graders with non 3DE 10th grade students

higher rates of Advanced Attendance (96%+) between 9th and non 3DE 10th graders.

of teachers believe that 3DE model combines standards-based and project-based learning with real-world connections

*The outcomes demonstrate 3DE is driving student engagement at Crenshaw

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16

Number of classrooms

Number of classrooms

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Our Commitment to Diversity, Equity, and Inclusion

Junior Achievement of Southern California’s commitment to Diversity, Equity and Inclusion (DEI) starts with our President and CEO, and our Board of Directors, with the expectation that this commitment is shared by all levels of the organization. Together we are dedicated to ensuring that the organization is diverse in terms of gender, ethnicity, sexual orientation or identification, religion, disabilities, and cultural differences, enriching our organizational perspective and representation.

We are also dedicated to ensuring that everyone in the organization is supported and given the opportunity to thrive, with equal opportunity and reward, and equal sense of belonging and inclusion, without any limitations or exclusions due to personal identity or background.

Our Commitment:

• Ongoing Organizational DE&I education in the workplace covering:
  

• Regular review and improvement of our policies, procedures, practices, programming and promotional materials to reflect equity

• Ongoing organizational opportunities for engagement, dialogue, and feedback, and systems of accountability

Representation matters

We understand the importance of representation which is why we are committed to creating opportunities for our students to see themselves in a variety of roles through their experiences with JASoCal volunteers.

We are equally committed to the recruitment of a diverse Board and staff because we believe that ideas and decisions must include voices from the variety of cultures and communities that we serve.

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Special Recognition

Educator of the year

Educators are the champions of JA Programs. They understand the value of combining JA’s experiential curriculum with traditional education bringing relevance, authenticity, and application into everyday learning, and seek to energize students around academics and their future possibilities

Araceli Morfin

Educator of the Year Award, 2022

Araceli Morfin is an Assistant Principal at Woodrow Wilson High School located in the Los Angeles Unified School District. Previous to working at Wilson HS Araceli Morfin worked at Roosevelt High School as a Coordinator when she established her partnership with Junior Achievement in 2010.

All children are unique and must have a stimulating educational environment where they can grow physically, mentally, emotionally, and socially. I want to create this type of atmosphere where students can meet their full potential and are able to transfer their academic skills into real-world critical thinking and problem-solving skills."

VOlunteer of the Year

JA Volunteers are what sets JA apart from other educational instruction models. JA volunteers provide those “ah ha” moments as they help students discover the value of themselves, their education, and their future possibilities.

JA volunteers come from all walks of life which enriches the lessons and prepares all students with the skills and mindset that will prepare them for their future.

Lisa Herbert

Volunteer of the Year Award, 2022

Lisa Herbert personally volunteered for JA Job Shadow, JA Finance Park, and JA Girls Empowerment Summit, for a total of 15 instructional contact hours!

Helping the next generation gain the financial education they need to pave their own path to success is incredibly rewarding. Whether mentoring kids to solve real-world budget problems in real-time or sharing insights into skills, roles, and building blocks that make sense across different career paths, I’m always inspired by their creativity, tenacity, and humor.”

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FINANCIALS

3

Donor support enables JASoCal to fulfill its mission. Our commitment to transparent financial operations and sharing with our donors is a top priority.

STATEMENT OF ACTIVITIES

Year Ending June 30,2022

ASSETS

CURRENT ASSETS

Cash and cash equivalents

$3,061,794

Promises to give

$178,909

Special events receivable

$33,000

Pre-paid and other assets

$25,555

Total Current Assets

$2,818,313

NON-CURRENT ASSETS

$2,920,138

Property & Equipment, net

LIABILITIES AND NET ASSETS

Accounts payable and accrued expenses

$228,444

Deferred revenue

$249,191

Total Current Liabilities

$477,635

Without donor restrictions board designated

$4,945,109

Without donor restrictions undesignated

$588,510

With donor restrictions

$208,142

Total Net Assets

$5,741,761

$6,219,396

PUBLIC SUPPORT AND REVENUE

UNRESTRICTED

$1,801,,514

Contributions, sponsorships and grants

$842,463

Special Events, net cost of benefit to donors

$322,501

Finance Park Sponsorships

$59,669

Program Services

$190,107

Miscellaneous

$318,193

In-Kind Contributions

$174,741

Net assets released from restriction

RESTRICTED

TOTAL

$1,906,104

$104,590

$842,463

$322,51

$59,669

$190,107

$318,193

$-174,741

$0

EXPENSES

Program expense

$2,191,010

$225,540

Management and general expense

Fundraising and special expense

$629,533

$2,191,010

$225,540

$629,533

TOTAL EXPENSES

$5,741,761

View the full version of JASoCal's Audited Financial Statements.

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OUR CONTRIBUTORS provide us with BOUNDLESS POTENTIAL

Ambassador's Circle: $249,999- $100,000

California Community Foundation

Scott Santoro/Delta Air Lines, Inc. ∆

Bob Binnie/First Citizens Bank ∆

Hamed Tavajohi/U.S. Bank ∆

Entrepreneur’s Circle: $24,999 - $10,000

Amazon Studios

American Business Bank

American Plus Bank

Trey Pruitt/Ares Management ∆

Aristotle Capital Management

AT&T Inc.

Bank of Hope

Sandra Dunleavy/Bank of the West ∆

Carrie Estelle Doheny Foundation

CBB Bank

CFA Society Los Angeles

Clearinghouse CDFI

Commercial Bank of California ∆

Frida Banks/CTBC Bank ∆

David Freitag/CBRE ∆

Lynn Hopton Davis and Greg Davis ∆

Scott Sauer/Deliotte ∆

Endeavor

Sandra Burns/Ernst & Young LLP ∆

Experian

Fidelity Investments Charitable Gift Fund

Mark Fuller

Global Green USA

Helen Pekny in Memoriam of Frank Pekny

Infinite Electronics, Inc.

Pacific Western Bank

Preferred Bank

Jeffrey Yeh/Royal Business Bank

Paul Goldstein/Southern California Gas Company ∆

Chairman's Circle: $99,999 - $50,000

Rhonda ENDO/American Honda Finance Corporation ∆

Maria Beckman/Bank of America Corporation ∆

Daphne Helms/Capital Group ∆

William Becker/Cathay Bank ∆

Chapman Family Foundation

PennyMac Loan Services

Brian Whitfield/RSM, LLC ∆

Taco Bell Corporation

Carol Richards/Union Bank ∆

Windsong Trust

President's Circle: $49,000 - $25,000

Nelson Castro/American International Group, Inc. ∆

Chris Garcia/ Banc of California ∆

Church and Dwight Co., Inc

Citibank

Ani Toroian & Bill Glinski/City National Bank ∆

Cynthia Jordan/Comerica Bank ∆

Julie and Steve Dolcemaschio ∆

Sandra and Robert Flick ∆

Freddie Mac

Stephanie Ivy/The Goldman Sachs Group, Inc.∆

Georga and Paul McGunnigle/Howard Building Corporation ∆

Joseph Drown Foundation

Kate and Neil Malik/K1 Investment Management

Todd Orchard/International Business Machines ∆

Jerome Foundation

Kaiser Permanente

Ann and Sean Kono ∆

Regina O'Neil/KPMG LLP ∆

Lightbay Capital

Los Angeles Community College District

Matson

Mizrahi Tefahot Bank

Morgan Conver

Nano Banc

Nationwide Mutual Life Insurance Company

Benjamin Braun/NBCUniversal ∆

Doris Orechwa in Memoriam of Alan Orechwa

Pacific Life Insurance Company

Pacific Premier Bank

Los Angeles Department of Water & Power

Los Angeles Unified District

Laurie and Thomas McCarthy/McCarthy Cook & Company ∆

Netflix, Inc.

Laura and Steve Sharpe/Sharpe Interior Systems

Carolyn and John Tipton ∆

Toyota Motor Corporation

Vans

Kay and Sam Sheth/VerityPoint ∆

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*∆ = JASOCAL BOARD MEMBER

*∆ = JASOCAL BOARD MEMBER

Mentor's Circle: $2,500 - $4,999

3M Foundation

Andersen Commercial Plumbing, Inc.

Anixter, Inc.

Antares Capital

Arc Engineering, Inc.

Chancellor Gene Block

BMO Capital Markets

California Bank & Trust

Caroline Harkins

Chiu's Family Privation Foundation

Clark and Kathryn Porter Family Foundation

County of Los Angeles

Creative Planning Inc.

Richard Crowell

ENV

Gerald Burkhardt

Grant Thornton LLP

Hontz Trust

Johnny Carson Foundation

John McMichael/JPMorgan Chase & Co. ∆

JTech Systems, Inc.

Legrand AV

Manufacturers Bank

Brian Anderson/Marsh & McLennan Companies, Inc. ∆

Lester McCabe

Mechanics Bank

MNZ Janitorial Services, Inc

Muir-Chase Plumbing Co., Inc.

Orange County Department of Education

Paramount Pictures Studio

Peregrine Global Foundation

PIMCO

Sierra Pacific Constructors

Mark Simmons

Singleton Foundation For Financial Literacy and Entrepreneurship

Lynn Ahearn Sullivan

Sunwest Bank

The Ridgway Group

United Way of Metropolitan Dallas

Warner Constructors, Inc.

Winn Companies

ZS Associates

Investor’s Circle: $1,000 - $2,499

Accu-Tech

American Virtual Monitoring

Anaheim Community Foundation

Arby's Foundation

Douglas Bystry

Charities Aid Foundation America

Jay Chase

Jamie Claypool

Marco Colindres

Confidence Foundation

Edward Cook

Caroline Harkins

Lisa Cornell

Ron Cotner

Andrew DeCaminada

Enterprise Bank and Trust

Fidelity Charitable

Fifth Third Commercial Bank

First Commercial Bank

First Republic Bank

Peter Fitzpatrick

Thomas A. Freitag

Andrew Fuller

Channing Grigsby ∆

Heisz Family Foundation

Lisa Hemmat

David Hengstler

Herbalife Nutrition Ltd

Alan Herrmann

Cary Hines

Robert Hirshland

Terri James

Darren Jones

Matthew Kearns

Tim Kirchhoff

Matthew Kosel

John Lapham, III

Jessica Lesesky

Marshall Mathison

Adam Monson

Morgan Stanley Global Impact Funding Trust

Grant Muir

Orange County United Way

Chad Peshke

Irma Rivera

Susan Sagheb

Christina Stauffer

Rodney Stone

Karen Stout

David Tapia

Tavant Technologies, Inc.

The Kleiner Cohen Foundation

TIAA

Guy Thier

Mary Torsney

Matt Trujillo

United Way of Greater Los Angeles

University of California, Irvine

Steven Vielhaber

Tony Wang

Arthur Wilder

WAYS TO SUPPORT

FINANCIAL GIFTS FOR OPERATING

BE A VOLUNTEER

BE A CSR CHAMPION

SUPPORT FOR EVENTS

JA Finance ParK STOREFRONT

Support 3DE

Give to Campaign for Kids

Become a JA Visionary (our monthly giving program)

BeQuest a Legacy Gift

For more ways to get involved, email us at advancement@jasocal.org or call us at 323.957.1818

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OUR VOLUNTEERS BRing It all to life

We love working with companies that value employees' desire to go beyond the meeting room to engage in meaningful community building. We are thrilled to partner with volunteers from:

international Business Machines

JPMorgan Chase Bank, N.A.

KPMG LLP

KYDS, Inc.

La Puente High School

LA Sports Council

Law Office of Elizabeth D. Fondren

Lightbay Capital

Los Angeles County Employees Retirement Association

Los Angeles Galaxy

Manufacturers Bank

Marconi Automotive Museum & Foundation for Kids

Marsh & McLennan Companies, Inc.

McCarthy Cook & Company

McKinsey & Company

Mercedes-Benz

Moments Of Focus

Nano Banc

National University

NBCUniversal Media, LLC

NERA

Netflix, Inc.

Nuveen

OneWest Bank, a division of CIT Bank, N.A.

Open Bank

Open Path

Orange County Department of Education

Pacific Premier Bank

Pacific Western Bank

Better TOgether

Partnering with other organizations in the community helps us serve our community in a holistic way. We are proud to have teamed up with:

• A New Day Foundation
• Boys & Girls Club of Bakersfield
  
• CFA Society of Los Angeles
  
• Communities in Schools of Los Angeles
  
• Conejo Recreation and Park District
  
• Foster Nation
  
• Homeboy Industries
  
• KYDS, Inc
  
• LA Sports Council
  
• LiNC
  
• Los Angeles County Employees Retirement Association
  
• Los Angeles Urban League
  
• Marconi Automotive Museum & Foundation for Kids
  
• Onward Scholars
  
• Open Path
  
• Orange County Department of Education
  
• Partnership Scholars
  
• Slauson Learning Center 1
  
• The Help Group
  
• Upward Bound - Santa Monica College
  

We've got the best people

Our Mighty (big!) Board

EXECUTIVE COMMITTEE MEMBERS

tackling the challenge with honesty, integrity and a passion to see every student succeed.

Chair of the Board - Frank McMahon

First Vice Chair - Ben Braun

Secretary - Rhonda Endo

Treasurer - Steve Dolcemaschio

Education Chair - Maynard Brown

Governance Chair - Frank McMahon

John Adams - Gensler

Avo Amirian - Pinnacle Communication Services Brian Anderson - Marsh & McLennan, Inc.

Frida Bank - CTBC Bank Corp. (USA)

Maria Beckman - Bank of America

Joe Brancucci - Financial Partners Credit Union

Ben Braun - NBC Universal

Maynard Brown - Crenshaw Senior High School Sandra Burns - Ernst & Young

Kevin Caputo - RBC Wealth Management

Nelson Castro - AIG

Gregory Craig - Griddy

Carol Curb Nemoy - Curb Entertainment Intl. Gregory Davis - HSBC Bank USA (Retired)

Steve Dolcemaschio - NBC Universal (Retired)

Sandy Dunleavey - Bank of the West

Rhonda Endo - American Honda Finance Corp. Robert Flick - Law Offices of Robert Flick

David Freitag - CBRE

Chris Garcia - Banc of California

John Gatti - Manatt Phelps & Phillips

Bill Glinski - City National Bank

Paul Goldstein - Southern California Gas Co. Channing Grigsby - Kayne Anderson Capital Advisors

Daphne Helms - Capital Group

It’s truly inspiring to see the drive, grit and creativity of the communities we serve; many of our students have such a bright future ahead, they just need help drawing it closer into focus."

- David Freitag, Board Marketing Chair

Development Chair - Sam Sheth

Finance Chair - Steve Dolcemaschio

Audit & Risk - Scott Sauer

Marketing - David Freitag

3DE - Trey Pruitt

At Large - Tom McCarthy

Lynn Hopton - Columbia Management (Retired)

Stephanie Ivy - Goldman Sachs

Terri James - HBO

Monique Johnson - Beneficial State Bank

Cynthia Jordan - Comerica Bank Ann Kono

Thomas E. McCarthy - McCarthy Cook & Co.

Paul McGunnigle - Howard Building Corporation

Frank McMahon - American Discovery Capital

Regina O’Neill - KPMG LLP

Erik Orbach - Kayne Anderson Rudnick Wealth Advisors

Todd Orchard - IBM

Trey Pruitt - Ares Management

Carol Richards - Union Bank

Scott Sachs - CohnReznick

Scott Santoro - Delta Air Lines

Scott Sauer - Deloitte & Touche LLP

Sam Sheth - VerityPoint

Barry Simmons - Chase Private Client and Chase Investments

Mark Simmons - Toyota Financial (Retired)

Hamed Tavajohi - US Bank

John Tipton - Allen Matkins Leck Gamble Mallory & Natsis LLP

Ani Toroian - City National Bank

Irwin Wong - Cathay Bank (Retired)

Jeffrey Yeh - Royal Business Bank

*Michael Shepherd - OC Board Chair, The Shepherd Group

Orange County Advisory Board

CJ Bibolet - City National Bank

Dennis Cole - Orange County Department of Education

Andrew DeCaminada - Club of Southern California

Peter Fitzpatrick - Fifth Third Commercial Bank

Andrew Fuller - Creative Planning, Inc.

Rick Gallegos - Taco Bell Corporate

Mary Garrett - Ernst & Young LLP

Caroline Harkins

Alan Herrmann - Grant Thornton LLP

Howard Hirakawa - Pacific Life Insurance Company

Todd Hollander - Union Bank

Kisha Jones - Takeda

Steve Krenik - U.S. Bank

Alpa Lally - Experian

Ben Lankenau - McCarthy Cook & Co.

Diana McCutchen - Deloitte

Al Mijares - Orange County Department of Education

Shant Ohanian - Bank of the West

Frances Pawlak, MCR - Business Interiors

Jason Pfeiffer - Bank of America

Derek Poirier - EPIC Insurance

Emily Ramos - Capital Group

Irma Rivera - Comerica

Michael Shepherd - The Shepherd Group

Christina Stauffer - DC Distribution Advisors LLC

Karen Stout - Leadership Capital Group

Lynn Sullivan - Banc of California

Guy Thier - Cutera, Inc.

Matt Trujillo - American Virtual Monitoring

Laura Urish - Nano Banc

Our Outstanding Staff

LA Office

Burgandie Onekea - Regional Executive Director

Monica Boggs - Community Engagement Director, OC & IE

Angela Johnson - Development Manager

Jammie South - Program Manager

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Believe in the boundless

potential of young people.

Our partnerships with corporate businesses and community organizations play a pivotal role in providing young people with JA experiences that empower students to own their future success. In turn, businesses benefit from improved employee retention by doing good.

When companies invest their time and resources toward positive social impact, they demonstrate a commitment to ensuring economic success for young people and engagement with

their local communities.

By partnering with JA, your support is visible, meaningful, and measurable — and enables JA to enhance and grow existing and new programs that make a lasting impact throughout SoCal. Here are just some of the ways to get involved:

FINANCIAL LITERACY | ENTREPRENEURSHIP | WORK & CAREER READINESS

jasocal.org

www.jasocal.org