IMAGINE IF WE COULD EMPOWER A GENERATION TO TRANSFORM “I CAN’T” INTO “I CAN.” WE CAN. TOGETHER. 2016 ANNUAL REPORT of Kentuckiana
Pictured on Cover: Fifth Grade Student, Kerrick Elementary, Jefferson County Public Schools
FINANCIALLY RESPONSIBLE JA students incur less debt than their peers JA students know how to: * Create and manage a realistic budget * Improve their credit score * Utilize credit and debt appropriately * Save to achieve lifelong goals CAREER READY JA students secure employment at higher rates than their peers JA students know how to: * Demonstrate communication, critical thinking, collaboration and innovative problem solving skills * Exhibit professional behavior and strong work ethic * Apply their skills, talents and traits to high demand jobs ENTREPRENEURIAL JA students start companies at higher rates than their peers JA students know how to: * Leverage resources to start a business * Operate a business * Increase revenue and manage expenses to maximize profit * Think critically, solve problems and overcome challenges
PIPELINE The Junior Achievement Five Programs for a Better Future JA VOLUNTEER® IN ELEMENTARY CLASSROOMS Grades K-4 JA BIZTOWN® Grade 5 JA FINANCE PARK® Middle/High School JA INSPIRE® Middle/High School HIGH SCHOOL PROGRAMS JA Job Shadow® JA Company Program® JA Classroom Programs®
You don’t need superpowers to BE A HERO. You just need to care. And, during the 201516 school year, that’s exactly what you did. You may have given your time and energy as a volunteer in the classroom, at JA BizTown, JA Finance Park, JA Inspire, or you may have contributed to our mission by investing dollars that make a real, measurable difference for Kentuckiana youth. You sent a powerful message to the young people in our region that you believe in their ability to be financially capable and tenacious. You believe in their futures...and all the things they will one day achieve in their careers. You have helped further emphasize that the skills and concepts taught in Junior Achievement programs are concepts that we, as a society, cannot afford to overlook in our school systems. It takes just one generous donor to provide the means necessary to unveil a world of possibilities to JA participants. And it takes just one passionate volunteer to ignite a new sense of hope within these children. We would like to thank you for stepping up to the plate this year and helping to show more than 62,000 of our region’s kids the possibility of what they can do if they work hard. Because of your generous contributions and time, you have helped JA take another step toward our goal of giving this generation unparalleled hope for the future and the skills to turn their dreams into reality. Superpowers or not, you’re a hero in our eyes. THANK YOU. Christopher J. Kramer Chairman YOUR NAME IS IMPORTANT! We have carefully reviewed the names listed in this report. However, in a listing of this length, errors may occur. Debra Hoffer President If your name has been omitted, misspelled or incorrectly listed, please accept our apology and bring the error to our attention so that we may correct our records. Write Junior Achievement of Kentuckiana Inc., 1401 W. Muhammad Ali Blvd., Louisville, KY 40203, call 561-KIDS or e-mail sepeacock@jaky.org Junior Achievement of Kentuckiana Inc. would like to express appreciation to the following in producing this year’s annual report: Layout Design: Derek Stiller | Printing Company: Clark and Riggs of Kentuckiana James W. Robinson Junior Achievement Center for Freedom of Enterprise 1401 W. Muhammad Ali Blvd. Louisville, KY 40203 www.JAKY.org | 502-561-KIDS Junior Achievement Supports students in public, parochial, and private schools in the following 26 counties throughout Kentucky and Indiana: Indiana Kentucky
“ PERHAPS I AM STRONGER THAN I THINK. —Thomas Merton At Bellarmine, educational success is made attainable with the help of dedicated faculty and advisors. All students are able to sign up for the courses they need to complete their majors, guaranteeing graduation within four years. For more information or to schedule a campus tour, visit bellarmine.edu/explore. Explore the world. Start within. “
PLANT TREES, SO THAT OTHERS MIGHT ENJOY THEIR SHADE. OWSLEY BROWN II (1942–2011) REFERENCING A FAVORITE GREEK PROVERB BROWN-FORMAN CONGRATULATES 2017 JUNIOR ACHIEVEMENT HALL OF FAME LAUREATES: Diane B. Medley, Managing Partner, MCM CPAs & Advisors Victor A. Staffieri, Chairman, CEO and President, LG&E and KU Energy, LLC – and our own – Paul C. Varga, Chairman & Chief Executive Officer, Brown-Forman Corporation ©2017 BROWN-FORMAN, LOUISVILLE, KENTUCKY PLEASE CELEBRATE RESPONSIBLY.
2017 Kentuckiana Business Hall of Fame Laureates Three legendary leaders... one spectacular evening! Three of Greater Louisville’s outstanding business and civic leaders were inducted into the Kentuckiana Business Hall of Fame to benefit Junior Achievement of Kentuckiana. The event was held on Thursday, March 2, 2017 at the Louisville Marriott Downtown Marriott Ballroom. A reception honoring the inductees began at 6 p.m. followed by the awards dinner at 7 p.m. The evening, hosted by Junior Achievement of Kentuckiana along with title sponsor WDRB-TV and dinner sponsor Crowe Horwath, LLP, recognized individuals for their significant contributions to the Greater Louisville business and civic communities. Those honored demonstrate business excellence; courageous thinking and actions; vision and innovation; inspiring leadership; and community involvement. They are role models for our future generations. The Laureates are chosen by a selection committee independent of the Junior Achievement Board of Directors, staff and WDRB-TV. The Kentuckiana Business Hall of Fame was founded in 1982. These distinguished business leaders joined 110 previously honored Kentuckiana Business Hall of Fame recipients: Diane B. Medley, Managing Partner of MCM CPAs & Advisors, Victor A. Staffieri, Chairman & CEO of LG&E and KU Energy, LLC, and Paul C. Varga, Chairman & Chief Executive Officer, Brown-Forman Corporation. “What a terrific honor to be asked to serve as the Honorary Chairman of the Junior Achievement 2017 Kentuckiana Business Hall of Fame Dinner. JA teaches some of the most important skills a human being can have – a basic understanding of money, budgets, and business. These are lifelong skills that can encourage our young people to be successful in their future endeavors. For years Junior Achievement has recognized business leaders who have had a significant and positive impact in our Community and the 2017 honorees represent some of the best role models our children could ever have. Please join me in congratulating the 2017 Kentuckiana Business Hall of Fame Laureates for all that they have done for Kentuckiana and for their contributions that will inspire future business leaders.” Theodore H. Nixon, Chairman & CEO D. D. Williamson & Co., Inc.
Laureate Bios Diane B. Medley, CPA, ABV, CGMA Active in public accounting since 1981, Diane Medley co-founded Chilton & Medley in 1988 and Mountjoy Chilton Medley LLP in 2010. Diane has led the firm through several mergers and acquisitions, making MCM the largest CPA firm in the region with Victor A. Staffieri Vic Staffieri is in his 17th year as Chairman and CEO of Louisville Gas and Electric and Kentucky Utilities. The combined companies have four locations and over 300 employees. Today the firm is the 82nd-largest professional and financial services firm in the United States. As Managing Partner and Co-Founder, she was the first woman to hold this leadership position in the public accounting industry in Kentucky and is currently one of only four female Managing Partners of the Top 100 Firms in the U.S. Medley also co-founded Meritrust Wealth Management LLC, an affiliate company which provides financial planning and investment management. Diane’s other distinctions include Alumna Fellow of the Year of the University of Louisville, 2015; Women Leading Kentucky, Martha Layne Collins Award, 2015; Tower Award for Business, 2009; Business First Who’s Who in Finance and Accounting, 1995; Outstanding CPA, 1987 and Outstanding Alumnus, 1993 Award from University of Louisville Beta Alpha Psi Accounting Fraternity; Kentucky Society of CPAs Award for Highest Grades on May 1981 CPA Exam; Elijah Watt Sells Award for National High Distinction on May 1981 Exam. Diane holds several certifications, including Certified Public Accountant, Accredited in Business Valuation Certified Valuation Analyst and Chartered Global Management Accountant. She currently serves as a board member of Brinly-Hardy Inc., a private, multigenerational family company based in Southern Indiana; Vice Chair of Hardin Memorial Health Foundation; board member of Nucleus; Chair of Greater Louisville Inc.; advisory member to One Southern Indiana’s Economic Development Council; steering committee member of 2020 Women on Boards; past officer of Louisville Chapter of NAWBO; past board member of the Kentucky Society of CPAs; member of the International Women’s Forum, the AICPA, the KyCPA and the National Association of Certified Valuation Analysts. After graduating from Meade County High School in 1973, Diane attended UofL and graduated with a bachelor’s degree in commerce in 1980 with highest honors. She was the class valedictorian of the college of Business and was named Outstanding Senior in Accounting. Diane still resides in Meade County, Ky., with her husband. She frequently travels the globe and spends time with her four children and five grandchildren. guidance and annual revenues of more than $3 billion and assets in excess of $10 billion. Before assuming his current responsibilities, he served as President and Chief Operating Officer, Chief Financial Officer and General Counsel. Prior to coming to Kentucky in 1992, Vic was General Counsel of Long Island Lighting Company, a Fortune 500 Company in New York. Vic has been directly involved in the strategic transformation of LG&E and KU. He served as one of the principal negotiators in the mergers with KU in 1998 and Powergen in 2000 and then oversaw the company’s transactions with E.ON and PPL. In addition to his duties in Kentucky, Vic has served on the Board of London-based Powergen and the nine-member Executive Committee of E.ON in Düsseldorf, Germany – which was the largest investor-owned utility in the world – and he now is a part of the PPL senior leadership team. Vic has a long history of community service. He has been Chairman of the Louisville Chamber of Commerce, Chairman of the 2002 United Way Campaign, Chairman of the Coordination Council for Economic Development Efforts and Chairman of a recent statewide task force on Postsecondary Education. He was Dinner Chair for the National Conference, Junior Achievement and the Catholic Charities Foundation. Vic has served on the boards of Fifth Third Bank in Louisville, Mid-America Bancorp, The Edison Electric Institute, the Muhammad Ali Center, Leadership Louisville and Bellarmine University. In Vic’s 37-year business career, he has been fortunate to be surrounded by superbly talented individuals. In Kentucky, our utility emphasis on safety, customer service, community involvement and providing reliable energy are products of their collective efforts. Vic played football at Yale. He is a twotime All-Ivy and All East selection and a member of the quarter-century All Ivy Team. Recently Vic was honored as one of the 100 best players in the century-old history of Yale Bowl. He played on two Ivy Championship teams and was the 100th Yale football captain. Vic and his wife of 37 years, Kim, have four children. Paul Varga Paul Varga was appointed President and Chief Executive Officer of BrownForman Corporation on August 1, 2005, and became Chairman of the company in August 2007. He has been a member of the company’s board of directors since 2003. As CEO, Paul has led the company’s long-term growth strategy, resulting in the fastpaced international expansion of the business and the transformation of its portfolio of consumer brands. He has overseen the global growth of Jack Daniel’s and Woodford Reserve while acquiring and building additional strategic whiskey brands. Paul has championed people development and talent management efforts while supporting new initiatives around product development, cost containment and corporate social responsibility. In 2009, he established the office of Diversity and Inclusion and has been a strong supporter of the company’s diversity efforts worldwide. Prior to becoming CEO, Paul served as President and Chief Executive Officer of the company’s Brown-Forman Beverages subsidiary. Since he assumed responsibility for the company’s beverage business in 2003, Brown-Forman’s reported annual operating income has grown from $378 million to $1,048 million, representing a compound annual growth rate of 8% over the 12-year period. After beginning his career at Brown-Forman as a summer intern in 1986, Paul worked in Chicago, Southern California, Nashville and Louisville in a variety of positions, including many years of overseeing the company’s most important brand, Jack Daniel’s. Starting in the mid-1990s, he helped the company establish its system which today continues to provide marketing direction on behalf of BrownForman’s brands throughout the world. Paul also served as Senior Vice President and Chief Marketing Officer for Brown-Forman Beverages. global brand management Paul is a member of the board of directors for Brown-Forman and Macy’s Inc. He is a past board member of the Metro United Way, Muhammad Ali Center, the Louisville Urban League, the YMCA of Louisville and Three Chimneys Farm, a Kentucky-based thoroughbred horse business. Paul earned his bachelor of business administration degree in finance from the University of Kentucky in 1985. He went on to earn his master’s in business administration at Purdue University in 1987. Paul resides in Louisville with his wife, Melissa, and their three children.
Pillars of success Volunteers visited classrooms in 2015-16 school year! JA programs center around Three main pillars: * Entrepreneurship * Financial Literacy * Career and Work Readiness 1,745
Why VOLUNTEER? Volunteers play a key role in bringing Junior Achievement to life. By sharing their personal and professional experiences and skills with students, they help them make the connection between what students are learning in school and what they will need to succeed in work and life. Junior Achievement makes volunteering fulfilling and offers flexible scheduling options. Our curriculum provides everything needed to make participation in JA interactive and engaging for students. In as little as an hour a week--or even a single morning--you can make a difference in the lives of young people. Your Junior Achievement experience will leave you feeling proud, energized, and hopeful about a better future for our young people. JA volunteers make school relevant and fun, which means kids are more likely to become contributing, successful members of our community. • JA provides the training, materials, and encouragement • You bring your great attitude, experiences and enthusiasm • The time commitment is as little as one hour a week Students develop their superpowers as they: • Learn the importance of staying in school Thank You! 1,745 volunteers made a difference by teaching JA programs in classrooms this year. To learn more, visit www.jaky.org • Are inspired by role models they might not otherwise have • Explore career options and dream big • Start to think “I can!”
ADVERTISING MATERIAL CONGRATULATIONS TO THE 2017 KENTUCKIANA BUSINESS HALL OF FAME LAUREATES: DIANE MEDLEY VIC STAFFIERI PAUL VARGA You’ve built your career while building a brighter future for our community. You’ve had the vision to imagine a better tomorrow and the courage to make the tough decisions to make it a reality. You’ve held yourself to the highest standard of business excellence and provided a level of leadership that others emulate. You’ve inspired the next generation of trailblazers by your example. Thank you for your leadership, Diane, Paul and Vic. And thank you, Junior Achievement of Kentuckiana for developing the community leaders of tomorrow. LOUISVILLE LEXINGTON FRANKFORT EVANSVILLE PITTSBURGH SKOFIRM.COM
Year in Review JA ENTREPRENEURS DIVE DEEP Jefferson County Public Schools’ Central High School team members who won the JA Startup Pitch Competition were hired by Mayor Greg Fischer’s SummerWorks program to develop their product idea. Guided by the multi-talented performer and self-proclaimed “geek”, Divinity Rose, the team took a deeper dive into the world of entrepreneurs. The experience included job shadows at manufacturers to learn about assembly; visits with companies like Advanced Solutions, who demonstrated the future of medical devices; input from Amazon, who showed them product fulfillment techniques; talks by entrepreneurs; and hands-on learning of coding, welding, and marketing. Student Dionta McCraney reflected on the experience, “I learned to take chances... sometimes you need to jump off that ledge to see what’s in the water. (That’s) a big thing in business and the market.”
JA STUDENTS FLOOD INTO FORD PLANT More than 400 students from area high schools learned about careers in advanced manufacturing at the Ford Louisville Assembly Plant during the school year. JA Board Member Tami Hatfield-Kennedy and her colleagues conducted 18 separate JA Job Shadow events where students learned about careers in manufacturing, toured the plant, and practiced assembling parts in a simulated factory. In addition, students practiced the soft skills needed for success in the workforce. This high school capstone experience brings real-life messages to students as they make that leap into the next phase of their lives. JA INSPIRE BRINGS CAREERS TO LIFE JA Inspire, created by a coalition of educators and industry leaders and led by Junior Achievement of Kentuckiana, energized students, educators and business mentors during this pilot year. At the center of this work were powerful events that were massive, measured both in square feet and impact. Much like JA BizTown and JA Finance Park, all students participated in classroom curriculum before and after the event. The capstone experience of JA Inspire was an interactive, hands-on, career exploration for 8th-9th grade students. The events, held at the Kentucky Exposition Center, featured a showcase of careers attainable at regional businesses, non-profits, government agencies and educational organizations. October 2017 will bring a greatly-expanded JA Inspire event which will include 100 interactive career stations with 400 mentors who will share their career advice with nearly 10,000 students, engaging them with equipment, technology and the opportunity to “step into the shoes” of employees from all industries. JA GOES DIGITAL Junior Achievement is always striving to put forth programs that are not only on the cutting edge of the educational landscape but also closely aligned with state academic content standards. JA made progress toward our goal of moving all middle and high school programs to the blended learning format with the roll-out of the blended versions of JA Personal Finance® and JA Global Marketplace®. This approach merges JA’s proven volunteer-based delivery model with the latest technology to create a blended learning environment that provides a relevant, responsive and innovative portfolio of learning experiences. A U.S. Department of Education meta-study shows blended learning is more effective than online-only learning models, especially when it relates to at-risk populations. Add to it a passionate JA volunteer, and the inspiration starts flowing!
Junior Achievement Kentuckiana Business Hall of Fame Previously Inducted Laureates (as of February 2017) James R. Allen -2014 Hilliard Lyons Nolen C. Allen - 2005 Cotton & Allen, P.S.C. Robert S. Allison - 1999 Doe-Anderson Advertising and Public Relations William H. Beach - 2005 Beach Mold & Tool, Inc. James B. Beam - 2009 Jim Beam Brands Company Isaac W. Bernheim - 1985 Bernheim Brothers Distilling Company Barry Bingham, Sr. - 1985 The Courier-Journal & Louisville Times Co. Ulysses L. Bridgeman, Jr. - 2002 Bridgeman Foods, Inc. Christina Lee Brown - 2001 Louisville Stoneware Company J. Graham Brown - 1982 Brown Hotel/Brown Lumber Company Governor John Y. Brown, Jr. - 1994 Kentucky Fried Chicken Corporation Owsley Brown - 1985 Brown-Forman Corporation Owsley Brown II - 2001 Brown-Forman Corporation Juanita Pauline Burks - 2004 J.P. Construction Co./Tender Loving Care Nurses Registry Tommie Burns, Jr. - 1995 Burns Enterprises, Inc. Dann C. Byck - 1983 Byck Brothers & Company Mary Helen Byck - 1983 Byck Brothers & Company Malcolm B. Chancey, Jr. - 1996 Bank One, Kentucky, NA Wendell Cherry - 1992 Humana Inc. Douglas F. Cobb - 2001 Appriss Inc. Archibald P. Cochran - 1983 Cochran Foil/Anaconda Aluminum C. Lee Cook - 1988 C. Lee Cook Manufacturing Company Gordon B. Davidson - 2007 Wyatt, Tarrant & Combs, LLP Chuck P. Denny - 2016 PNC Diane B. Fischer - 2016 L&D Mail Masters LLC George E. Fischer - 1992 SerVend International Edward A. Ford III - 2003 Fetter Printing Company Owsley Brown Frazier - 2004 Brown-Forman Corporation Dwight Gahm - 1998 Kitchen Kompact, Inc. Ronald G. Geary - 1998 ResCare, Inc. C. Edwin Gheens - 2012 Bradas Candy Company George N. Gill - 1992 The Courier-Journal C. Edward Glasscock - 2004 Frost Brown Todd LLC H. Charles Grawemeyer - 1995 Reliance-Universal/Plastic Parts Inc. J. David Grissom – 1991 Mayfair Capital, Inc. John R. Guthrie - 2013 Guthrie/Mayes Public Relations John Harold Hardwick - 1984 Louisville Trust Company Michael N. Harreld - 2006 PNC Bank Henry V. Heuser, Sr. - 1993 Henry Vogt Machine Company J. Henning Hilliard - 1988 J.J.B. Hilliard-W.L. Lyons, Inc. John A. “Bud” Hillerich - 2010 Louisville Slugger Alice K. Houston – 2006 Houston-Johnson, Inc. Wade Houston – 2006 Houston-Johnson, Inc. Frank B. Hower, Jr. - 1990 Liberty National Bank Joseph H. Huber, Jr. - 2010 Huber Family Farms Cornelius E. Hubbuch, Sr. - 1988 Hubbuch’s of Kentucky Roy H. Hunt - 1996 Hunt Tractor, Inc. Charlie W. Johnson - 1997 Active Transportation Company Maurice D. S. Johnson - 1984 Citizens Fidelity Bank & Trust Co. David A. Jones, Sr. - 1989 Humana Inc. Warner L. Jones, Jr. - 2001 Hermitage Farm George N. King Sr. - 2015 Mr. Klean’s Janitor & Maintenance Service Samuel H. Klein - 1997 Bank of Louisville & Trust Company Baylor Landrum, Jr. - 1993 Alexander & Alexander of Kentucky W. Bruce Lunsford - 1993 Vencor, Inc. Leonard E. (Lenny) Lyles - 2013 Executive and Developer Dr. Mark Lynn - 2016 Dr. Mark Lynn & Associates PLLC Charles I. McCarty - 1996 BATUS Dee Maynard - 2010 Keystone Services, Inc. Thomas H. Meeker - 1997 Churchill Downs Incorporated A. Stevens Miles, Jr. - 2005 First Kentucky National Corporation Mary S. Moseley - 2013 The Al J. Schneider Company J. D. Nichols - 1990 NTS Corporation Gouverneur “Bo” H. Nixon - 2009 D.D. Williamson & Co.,Inc. Theodore H. Nixon - 2009 D.D. Williamson & Co., Inc. George W. Norton, Jr. - 1984 WAVE Inc. David C. Novak - 2003 Yum! Brands, Inc. James A. Patterson - 1989 Pattco, Inc. Norman E. “Ned” Pfau, Jr. - 2012 Geo. Pfau’s Sons Co. Carl F. Pollard - 1994 Columbia Healthcare Corporation Woodford R. Porter, Sr. - 1991 A. D. Porter & Sons Merwin J. Ray - 2005 Steel Technologies Inc. Sam R. Rechter - 1999 Rogers Group Investments, Inc. James D. Robinson - 1984 Robinson Nugent, Inc. James W. Robinson - 1998 Robinson Nugent, Inc./Caldwell Tanks, Inc. Robert W. Rounsavall, III-2014 Dixie Real Properties, LLC Mason C. Rudd - 1991 Rudd Equipment Company T. William Samuels, Sr. - 1994 Maker’s Mark Distillery Bill Samuels, Jr. - 2006 Maker’s Mark Distillery, Inc. Colonel Harland Sanders - 1982 Kentucky Fried Chicken Corporation A. B. Sawyer - 1985 Kentucky Dairies, Inc. John H. Schnatter - 2000 Papa John’s International, Inc. Al J. Schneider - 2002 Developer Debbie Scoppechio - 2000 Creative Alliance, Inc. Max L. Shapira - 2013 Heaven Hill Distilleries, Inc. Frank E. Simon - 2000 Publishers Printing Company Nicholas X. Simon - 2014 Publishers Printing Company Thomas C. Simons - 1989 Capital Holding Corporation R. Gene Smith - 1995 R. Gene Smith, Inc. Sandra Metts Snowden - 2014 Metts Company Realtors James Breckinridge Speed - 2011 Businessman and Industrialist William M. Street - 2012 Brown-Forman Corporation A. R. Sullivan - 2009 The Sullivan University System William E. Summers III - 2007 Summers Broadcasting Samuel G. Swope - 2000 Sam Swope Auto Group, Inc. Susan Stout Tamme - 2011 Baptist Healthcare System Lee B. Thomas - 1982 Thomas Industries Inc. Lee B. Thomas, Jr. - 2007 Universal Woods, Inc. W. Kent Taylor - 2011 Texas Roadhouse Inc. James H. Thornton - 1999 Thornton Oil Corporation Bernard M. Trager - 2003 Republic Bank & Trust Company Steven E. Trager - 2015 Republic Bank Daniel C. Ulmer, Jr. - 2010 Louisville Bats Baseball Henry Vogt - 1990 Henry Vogt Machine Company Henry C. Wagner - 2002 Jewish Hospital HealthCare Services Stephen A. Williams - 2006 Norton Healthcare W. Armin Willig - 1983 Dixie Beer Distributors, Inc. Colonel Martin “Matt” Winn - 2011 Churchill Downs Inc. Wilson W. Wyatt, Sr. - 1994 Wyatt, Tarrant & Combs Cathy Zion – 2015 Zion Publications LLC
A TRUE-BLUE COMMITMENT TO EXCELLENCE. SAINT XAVIER HIGH SCHOOL How did St. Xavier become Kentucky’s only four-time National Blue Ribbon award winner? By engaging young men in programs and activities that foster a level of respect, honor, and service that endures beyond their time on campus. Learn more about the Catholic college-preparatory school voted Louisville Magazine’s Best Private School for 2016 by visiting saintx.com.
June 12-16, June 26-30 and July 10-14 9am-4pm ages 9-12 Enroll Today! Call 502-561-KIDS (5437) or visit Enroll Today! www.jaky.org/summercamps Building Lasting Value Crowe Horwath LLP is proud to support Junior Achievement of Kentuckiana and congratulates the 2017 Kentuckiana Business Hall of Fame Laureates. To learn more, visit crowehorwath.com or contact Greg Stump at +1 502 420 4478 or greg.stump@crowehorwath.com. Audit / Tax / Advisory / Risk / Performance Smart decisions. Lasting value.™ In accordance with applicable professional standards, some firm services may not be available to attest clients. © 2017 Crowe Horwath LLP, an independent member of Crowe Horwath International crowehorwath.com/disclosure FW-17200-008W
Junior Achievement of Kentuckiana Volunteer Firms 2015-2016 Adelante-Hispanic Achievers Allen Financial Group Amatrol, Inc. Amazon Fulfillment Center American Air Filter - AAF International American Commercial Barge Line American Express Company American Founders Bank American Heart Association Anthem, Inc. ARGI Financial Group AT&T Inc. Atlantic 5 Automatic Air Corporation Automatic Data Processing, Inc. Baptist Medical Associates BAREfit Adventure Training BB&T Corporation Beach Mold & Tool, Inc. Bellarmine University Big Brothers Big Sisters Big Brothers Big Sisters of Washington County BKD, LLP Blue Heaven Technologies LLC Boehringer Ingelheim Pharmaceuticals, Inc. BoxCar PR Boys and Girls Club of Kentuckiana Newburg Brown-Forman Corporation Brundage Jewelers Bullitt County Fiscal Court Burke Heating and Cooling Cantor Fitzgerald Cardinal Carryor Company CareFusion Catholic Enrichment Center Cathy Fyock, CSP CE Power Solutions Cecilian Bank Centra Census Bureau Centric Consulting Chapman Engineering Chemours Cintas Citizens Union Bank Clarcor Air Filtration Products, Inc. Code Louisville Coldwell Banker McMahan Co. Commonwealth Bank & Trust Company Commonwealth of Kentucky Commonwealth Sign Company Inc. Community First Bank Community Foundation of Southern Indiana Complete Music Video Photo Constellation New Energy Crossfade Design CRS Reprocessing Services, LLC D. D. Williamson & Co., Inc. Dakkota Integrated Systems, LLC Daymar College-Louisville Deloitte & Touche LLP Deming, Malone, Livesay & Ostroff Dismas Charities Ditto Wealth Management Doe-Anderson, Inc. Dynacraft Eddie Bauer Edward Jones Elite Homes Inc. Elk Run Golf Club Ernst & Young LLP Evaluation Works Execuity Extell Financial Services Family Allergy & Asthma Farm Credit Mid-America Fifth Third Bancorp First Citizens Bank First Harrison Bank First Savings Bank Floyd Central High School Ford Motor Company Frazier International History Museum Frost Brown Todd LLC Fund for the Arts G. Starks Realty Co. Galen College Gear Brake Geek Squad General Electric Company General Motors GFS GlaxoSmithKline Graeter’s Ice Cream Great Northern Building Products, LLC Greater Louisville Inc./ The Metro Chamber of Commerce Guess? Hanover Search Partners, LLC Hardin County Government Harrison County Chamber of Commerce Harrison County Hospital Harrison County REMC Harshaw Trane Service Hexion Inc. Highland Park Community Development Corporation Holy Cross High School Horseshoe Foundation of Floyd County Horseshoe Southern Indiana Howell and Emery, PLLC HMS Global Maritime HRG Marketing Humana Inc. Hussung Mechanical Contractors Indiana Farm Bureau Insurance Indiana University Southeast Ingrid Design Integrity HR, Inc. Interapt ISA Inc. Ivy Tech Community College of Indiana J. J. B. Hilliard, W. L. Lyons, LLC Jason Wade State Farm Agency JCPS-Volunteer Talent Center Jefferson Audio Video Systems Jefferson County Federal Credit Union Jefferson County Hall of Justice Jefferson County Public Schools Jennings Orthodontics, PLLC Jewish Hospital-Shelbyville Jim Beam Brands - Clermont Jim L. Fine Attorney Joe Hayden Real Estate Team Johnson & Johnson Johnson Controls, Inc. Jones, Nale & Mattingly PLC JPMorgan Chase & Co. Kelly King & Company Kentuckiana Curb Company, Inc. KentuckianaWorks Kentucky Farm Bureau - Lindsey Alicna KentuckyOne Healthcare Kentucky Opera Kentucky Planning Partners Kentucky State Treasury Kentucky Society of CPAs Keystone Services, Inc. KFC Yum! Center KHEAA Kosair Children’s Hospital Kroger 396 Lassiter Middle School LG&E and KU Energy LLC LG&E Mill Creek Station Liberty Mutual Insurance Company Lloyd & McDaniel, PLC Lone Star Contracting Los Monitos Language Company Louis Roth & Co., PLLC Louisville Fire Department Louisville Jefferson County Metro Louisville Metro Animal Services Louisville Metro Cabinet for Health and Family Services Louisville Metro Community Action Partnership Louisville Metro Corrections Louisville Metro Emergency Services Louisville Metro Government Louisville Metro Police Department Louisville Metro Youth Detention Services Louisville Public Warehouse Co. LouVino Lubrizol Advanced Materials MainSource Bank Marsh & McLennan Companies, Inc. Masonic Homes of Kentucky Massachusetts Mutual Life Insurance Company McDonald’s Corporation MCM CPA & Advisors Medtronic, Inc. Meiners Electrical Services Mercer Human Resource Consulting Metropolitan Sewer District Mike Brooks + Associates, Inc. National Weather Service Net Tango, Inc. Netherton Home Inspections New Albany-Floyd County Education Foundation New Hope Services New Washington State Bank Norton Healthcare Norton Hospital Nuplex Resins Oak Park Baptist Church Old National Bancorp One Southern Indiana Omni Hotel Orlead Sciences Our Lady of Peace Papa John’s International, Inc. Park Community Credit Union PBI Bank Peoples Bank of Mt. Washington PharMerica Corporation Pine Tree Communications Pinnacle Entertainment PMR Companies LLC PNC Bank Private Client Services ProLift Industrial Equipment Co., LLC Publishers Printing Company PwC Quadrant Financial R. J. Reynolds Tobacco Raymond James Financial, Inc. RE/MAX Real Estate Marketplace Republic Bank & Trust Company Right Path Financial Rineyville Elementary School RiverWorks Discovery Robert Half International Inc. Rocket Man Inc. Rodefer Moss & Co., PLLC S & J Precision Samtec, Inc. Scoppechio Service Master Sew Fitting Silver Fox Cafe Smith Barney Southwest Center Southwest Community Ministries, Inc. Spalding University Specialty Orthopedics Spencerian College St. Gabriel School St. George’s Community Center Steel Weld Inc Stock Yards Bank & Trust Company Stoll Keenon & Ogden PLLC Sullivan University Taylor and Associates Texas Roadhouse, Inc. The Allstate Corporation The Brook Hospital-Dupont The Dow Chemical Company The Enterprise Corporation The Kentucky Center The Learning House, Inc The PNC Financial Services Group, Inc. The Salvation Army Today’s Woman Triple D Manufacturing TriZenter LLC Tyson Foods Inc. U.S. Bancorp U.S. Small Business Administration UBS AG United Assoc. Plumbers, Pipefitters & Service Technicians Local Union 502 United Parcel Service, Inc. United States Coast Guard United Way Worldwide Universal Woods, Inc. University of Kentucky - Bullitt County University of Louisville Ventas, Inc. Venture Resource Vogt Power V-Soft Consulting Group, Inc. Washington County Government Washington County SOAR! WDRB Media Wehr Constructors Inc. Western Middle School WHAS-TV Wilson & Muir Bank & Trust Co. Window World Winnie Boling DMD PLLC Wurth Snider Bolt & Screw YMCA of the USA Younger Healthcare Consulting Your Community Bank Yum! Brands Inc. Zeon Chemicals
With JA, You Get Strong ROI Students Reached Student Population Benchmark Cities JAKY City 1 City 2 City 3 City 4 283,800 392,120 508,310 593,260 812,630 JAKY City 1 City 2 City 3 City 4 62,130 31,230 24,390 46,310 41,960 Instructional Hours Per Student Expense Per Instructional Hour JAKY City 1 City 2 City 3 City 4 10.5 10.2 13.7 5.8 8.9 JAKY City 1 City 2 City 3 City 4 $3.29 $3.87 $5.62 $3.98 $4.83 Positive Attitude Change Toward Post-Secondary Education Knowledge Gain 1.63 JAKY achieved knowledge gain 217% greater than national average. 6 out of 7 students demonstrated a positive attitude toward education beyond high school. .75 Nat. Av. JAKY Sources: Junior Achievement of Kentuckiana, In. (JAKY) Competitive Cities Benchmarking Report, February 2016, Published by Junior Achievement USA; JA BizTown® and JA Finance Park® Summative Evaluations, Program Impact: Final Results, December 2015.
Sam Swope JA BizTown & CHASE JA Finance Park Sponsors James W. Robinson Junior Achievement Center for Freedom of Enterprise Junior Achievement would like to express its deepest gratitude to the JA Center sponsors who give generous donations and lend their brands to JA BizTown and JA Finance Park to create real-life economics education experiences for our region’s students. Lead Facility Gift – Mr. & Mrs. James W. Robinson Sam Swope JA BizTown – Sam Swope Auto Group CHASE JA Finance Park – CHASE Sam Swope JA BizTown Storefront Sponsors Bank – Stock Yards Bank Medical Center – Norton Children’s Hospital Delivery Center – UPS Restaurant – Papa John’s Newspaper – The Courier-Journal Supply Center – Kroger Utilities Center – LG&E- KU Energy TV/Technology Center – WDRB Media, The Halo Group Radio Station – Alpha Media Louisville Business Center – Better Business Bureau Philanthropy Center – Community Foundation of Louisville CPA Office – Kentucky Society of Certified Public Accountants Realty Office – Marshall Charitable Foundation Dental Insurance – Delta Dental Interactive Wall – Ford Next Generation Learning Street Sponsors – PNC, Mr. & Mrs. James W. Robinson, John L. Helm, Henry Heuser Job Sponsors – Tri-Arrows Aluminum (environmental specialist) CSX Transportation (safety team members) Town Amenities – Vermont American, D.D. Williamson, BB&T CHASE JA Finance Park Storefront Sponsors Auto Center – Sam Swope Auto Group Car Insurance – UAW Local 862 and The Ford Motor Co. Health Insurance – The Humana Foundation Home Improvement – GE Appliances Wellness Center – KentuckyOne Health Bank/Investment Center – CHASE/JP Morgan Restaurant – Texas Roadhouse That’s Life – Delta Dental University – University of Louisville University Wall – Indiana University Southeast Telecommunications – AT&T Entertainment – Actors Theatre Groceries – Kroger Philanthropy Center – Brown-Forman Corporation, Community Foundation of Louisville, WHAS Crusade for Children, John Speed Foundation, John E. Speed Fund Kent and Kathy Oyler “Thank you for letting me know about the real world. Now I know why my Dad comes home and looks like he was in a tornado and then he takes a long nap. I took a nap, too! I learned a lot when I went to JA BizTown, but I’ll just name three things. One, I learned all about banking and keeping track of my money. Two, I learned to get along with people I didn’t know and that was a new experience for me. And, three, I learned to have fun, do my best and focus on what I was doing.” Arrica Burns - 5th grade student CAPSTONE SCHOOL SPONSORS First Savings Charitable Foundation Harrison County Community Foundation New Albany-Floyd County Education Foundation Daniel C. Ulmer
Junior Achievement of Kentuckiana 2015-2016 Annual Investors $20,000 and Up William O. Alden AT&T Kentucky Brown-Forman Corporation Crowe Horwath, LLP First Savings Charitable Foundation Ford Motor Company Harrison County Community Foundation James Graham Brown Foundation, Inc. Jefferson County Public Schools LG&E and KU Energy - Employees Louisville Business First New Albany-Floyd County Education Foundation The Courier-Journal The Kroger Company United Parcel Service, Inc. WDRB Media $10,000 - $19,999 Better Business Bureau Community Foundation of Louisville, Inc. Friend of Junior Achievement Genentech, Inc. General Electric Company Horseshoe Foundation of Floyd County Humana Inc. Irvin F. & Alice S. Etscorn Charitable Foundation J. Clifton and Jeannette S. Rodes Fund J. J. B. Hilliard, W. L. Lyons, LLC KentuckyOne Health LG&E and KU Energy LLC A. Stevens Miles Norton Healthcare Papa John’s International, Inc. Norman E. Pfau PharMerica Corporation Publishers Printing Company Phyllis Robinson in memory of Jim Robinson Sam and Bonnie Rechter Family Trust Stock Yards Bank & Trust Company Texas Roadhouse, Inc. The Dow Chemical Company The Gheens Foundation The Hartford Financial Services Group The PNC Financial Services Group, Inc. Lee B. Thomas UAW Local 862 Daniel C. Ulmer University of Louisville Wal-mart Stores, Inc. $5,000 - $9,999 Actors Theatre of Louisville, Inc. Alpha Productions American Commercial Barge Line AT&T Mobility Hazel and Walter T. Bales Foundation Inc. Deloitte & Touche LLP Discover Financial Services Doe-Anderson, Inc. Duke Energy Diane Fischer Indiana University Southeast Dan and Lisa Jones KentuckianaWorks Kindred Healthcare, Inc. Louise Duncan Head Trust Louisville Metro Council Mildred V. Horn Foundation Old National Bancorp PPG Louisville Coatings Plant Republic Bank & Trust Company Republic Bank & Trust Company - Employees Stock Yards Bank & Trust Compnay - Employees Stoll Keenon & Ogden PLLC The Al J. Schneider Company The Learning House - Employees The Marshall Charitable Foundation Yum! Brands, Inc. Yum! Brands, Inc. - Employees $2,500 - $4,999 ACG Kentucky Bluegrass Cellular Bowling Nursery & Garden Center Brown-Forman Corporation - Employees Caldwell Tanks, Inc. Carbide Industries LLC Citi - Employees CSX Transportation Cylicron, LLC. EY EY - Employees Frost Brown Todd LLC Paul Fultz J. Scott Goldberg Susan Ford Grissom and Stephen D. Grissom GLAHU - Members Hexion Inc. IBEW Local 369 John E. Speed Fund J. J. B. Hilliards W. L. Lyons - Employees JPMorgan Chase Bank - Employees Christopher J. Kramer Local UAW 862 - Members Lubrizol Advanced Materials, Inc. Mark Lynn MD ManpowerGroup Inc. PNC Bank - Employees Progressive Services PwC PwC - Employees Sypris Solutions, Inc. Texas Roadhouse - Employees The Honorable Order of Kentucky Colonels U.S. Bancorp WHAS Crusade For Children Whip Mix Corporation Wyatt Tarrant & Combs Zoeller Company $1,000 - $2,499 Allen Financial Group American Air Filter - AAF International Arkema ATI Forge Products Robert C. Ayotte Jon Baughman BB&T Corporation Bill and Juanita Beach Martin L. Bell BKD, LLP Capstone Realty, Inc. Carman Industries, Inc. Center of Influence Charles P. Denny Class Act Federal Credit Union Community Foundation of Southern Indiana Crowe Horwath - Employees Brian Davis Nancy B. Davis David C. Dick Doe Anderson - Employees Dow Corning Corporation Fastline Publications Fifth Third Bank Stan R. Franczek Genentech Genentech - Employees J. Scott Goldberg Larry Horn Horizon Research International Howell & Howell Painting Contractors, Inc. Hughes Group Inc. Joe Hayden Real Estate Team David A. Jones, Sr. Ann Joseph Kevin J. Joynt Thomas H. Kelly Kentucky Planning Partners - Employees Kightlinger & Gray Todd Klimek KPMG KPMG - Employees Louisville Tile Distributors, Inc. Mayfair Capital Nanz & Kraft Florists, Inc. Nuplex Resins Paducah & Louisville Railway Bobby Petrino PharMerica - Employees Planet Fitness Chris J. Reid D. Hank Robinson Samtec, Inc. Signature Healthcare Adam Simon David S. Sinclair Kevin Sipes Todd Spurgeon Greg Stump The C. F. Pollard Foundation, Clark Memorial Hospital Debbie Dalton Deckel & Moneypenny Exhibits Stephen E. Diebold Dow Chemical Company - Employees Leah A. Eggers First Citizens Bank First Harrison Bank Firstsource Financial Solutions Fort Knox Federal Credit Union - Radcliff, KY Sandra Frazier Frost Arnett Company Galen College of Nursing GLA Collection Company, Inc. Donald Gossman Gary Grieshaber Harrison County REMC Grasshopper Land Clearing and Tree Service Inc. Tami Hatfield-Kennedy Katharina Herbig Debra and Allan Hoffer Butch Hopes Aubrey C. Hord Gene Hornback Horseshoe Southern Indiana - Employees Inc. Todd Spurgeon Texas Roadhouse Tri-Arrows Aluminum Tri-Arrows Aluminum - Employees Underwriters Safety & Claims Group UAW Local 862 - LAP UAW Local 862 -KTP Washington County Community Foundation Wendy C. Welsh Whayne Supply Company Wilson & Muir Bank & Trust Sara Wood Xerox Zeon Chemicals L. P. $500 - $999 Robert S. Allison John M. Anderson American Synthetic Rubber Corporation LLC Atlas Machine & Supply, Inc. Jonathan Baughman B-Dry Systems of Louisville, Inc. Beach Mold & Tool, Inc. Louis and Cindy Bazan Bingham Greenbaun Doll - Employees Blue Heaven Technologies LLC Brian K. Callihan C & M Smith Restaurants Caldwell Tanks - Employees Cecilian Bank Centra Marc B. Charnas Chemours City of Shelbyville Hubbuch & Company Roy H. Hunt Hypertherm Ingram & Associates Ivy Tech Community College of Indiana Clay Jacobs Jasper Engines & Transmissions Mark Jurich Tom Jurich Kentucky Farm Bureau Federation Kentucky Farm Bureau - Hardin County Sharon Kerrick Mark Knoy Darryl S. Lavery John P. Lawson David L. Lewis LG&E Cane Run Road LG&E Mill Creek LG&E South Tammy McClure Mary Beth Arnett Meagher Medtronic, Inc. Metts Company Alton E. Neurath Papa Johns “The Old Guys Rule” Padgett, Inc. Paradise Tomato Kitchens, Inc. Porter Paint Foundation Jonathan Presser Robert W. Rounsavall Rudd Equipment Ric Sinclair Skippers Pool & Spa service LLC South Central Bank Southern Indiana Rehab Hospital Todd A. Spencer Spencerian College Spring Street Developers LLC Sunbelt Rentals Swope Auto Center Steve Trager Kathy Trompeter Jeff Uligian The Underwriters Group Sara Wood Your Community Bank Zachry Industries Cathy Zion
$100 to $499 A. C. Upholstery Company A. L. Hansen Paint & Metal Shop, Inc. David Adams Cheryl Ades Advanced Business Solutions, Inc. Air Hydro Power Lana Aebersold Lindsey Alicna Allen Financial Group Altec Industries Inc. Julayne Amstutz Andersons’ Sales & Service, Inc. Anything Groes Armag Corporation Benjamin Auzenne J. Duffy Baker Baptist Hospital Northeast BASF Corporation Claus Behr Bennett & Bennett Insurance, Inc. Pamela Bennett Martin Betty Schutte Realtor, Inc. M. Joseph Bisig Bluegrass Generation Co. LLC Bolton & Company Christopher Brooker Gordon Brown Brown Funeral Home Paula Burke Burke Financial Services Inc. Brian Callihan Callistus Smith Agency, Inc. Clagett Periodontics and Implant Denistry Cody and Neely Community Foundation of Southern Indiana Connect Marketing, Inc. Donna Corbett Corrigan Electric Company Inc. Cox, Allen & Assoc, Architect Inc. Cross Motors Corp. John Daily Hylton Dayes Deco Paper Products, Inc. Ryan DeMuesy Ditto Wealth Management Dixon Golf Inc Domino Partners, LTD Jenny Drake James Duplessis Gerry Eckart Michael Eger Leah Eggers Elite Homes Inc. Epic Insurance Solutions Patrick Farnan Fitness Consulting Group James Fitzgibbon John Franco Kevin Gallagher Gene Gardner Garrett-Stotz Company G.L. Gaston Tiffany Ge General Shale C. Edward Glasscock Clinton Glasscock GLI - EnterpriseCorp. Ankur Gopal Donald Gossman Charles Grannan Gregory Greenwood Gary Grieshaber Kenneth Groth Daniel Hall Hamilton, Thomas & Company Harding Shymanski and Company P.S.C. Bill Heinz Dennis Heishman Katharina Herbig Carl Herde Scott Herrmann John Higgins Highland Roofing Company Darren Hobbs Josh Howes Huffman Trucking, LLC ISCO Industries, Inc. Jack Henry & Associates Mandy Jacobs James Marine Inc. Jeff Harvey Sales, Inc. Carolle Jones Clay Jack Joynt K & I Hard Chrome, Inc. Kelly King & Company Kentuckiana Wire Rope Kentucky Farm Bureau - Hardin County Kentucky Utilities Kern’s Kitchens dba Derby Pie H. Rob King Tom Kmiecik Sara Knight Lampkin Wealth Jeffrey Lanz Larry French Electric LLC Jerome Lentz Libs Paving Kenneth Lolla Louis Partnership Inc. James Luckett Luckett & Farley Luckett’s Tack Shop Marine System Services Robert Martin McGinnis, Inc. Charles McCarty Julie McGregor Meade Equipment Meiners Electrical Services Sandra Metts Snowden John Miele Samuel Miller James Morris New Albany Floyd County Consolidated School Corporation Gouverneur Nixon Nolin Rural Electric Cooperative Corp. Northland Corporation NRE Power Systems Nugent Sand Company Nuplex Resins Oaks Credit Corporation, Inc. OMG-Outsource Management Group Dale Orem Parkway Rehabilitation & Nursing Center Dennis Parrett William Parris Pat Durham Builder, Inc. Raja Patil Amanda Pendley Cesar Perez Johnny Perry ProLift Industrial Equipment Co., LLC R. H. Clarkson Insurance Group Radio Communications Systems Radio Sound, Inc. Michael Rehm Republic National Distributing Co., LLC Retailers Supply Melissa Richards-Person Larry Ricke Chad Riney Wesley Ringo John Rittichier River Valley Financial Bank Rogers Group - Oldham County Stone Rosa Mosaic Tile Company Alan Rosenberg Pamela Royster Grant Rubesh Harlan Sands Kim Schmidt Chris Schremser Brian Schwarz Sentry Steel, Inc. Signature Healthcare Dale Skaggs Smith & Smith Attorneys Snowden and Associates, Inc. South Central Bank Andrew Southworth Alexander Staffieri E. Joseph Steier Rita Stephenson-Reedy Sterling G. Thompson Company Megan Stith Steven Stone William Street Superior Solvents and Chemicals Swope Auto Center Bryan Taylor The DFH Company The Jones Group The MacLean Foundation, Inc. The University of Michigan Lara Thompson Berard Tomassetti Daniel Torian Town & Country Ford, Inc. Tri County Ford-Mercury Matthew Tyler C. Gregory Uligian Scarlett Upchurch Dale Viniard Wal-mart Stores, Inc. Whayne Supply West Point Bank Frank E. Weisberg Keith Williams Willis Klein Safe, Lock & Hardware Thomas Wilson Wilson Manufacturing & Design, Inc. Wine and Spirits Wholesalers of Kentucky, Inc. Wurth Snider Bolt & Screw Wynfield Partners Your Community Bank Mark Zoll “Junior Achievement has been an outstanding partner in providing Greater Clark County Schools’ students with relevant and engaging experiences designed to prepare them for career and life success. The strength of this partnership is the tremendous group of community volunteers willing to share their knowledge and experiences with our students. Please consider giving your time to benefit our students.” Dr. Andy Melin, Superintendent, Greater Clark County Schools
IMPACT 62,130 Students Served 3,681 More than Last School Year 301 After-School Sites Schools and 649,087 2,125 Instructional Hours Educator Partners 2,306 Classes JA5,012® Hero Volunteers from 302 Organizations Since 2010, the First Savings Charitable Foundation has donated more than $500,000 to provide JA’s deep-impact programs, JA BizTown and JA Finance Park to a whopping 24,300 students. The Foundation broke its JA giving record in 2016 making a contribution of $100,466 to provide these programs to students in several Southern Indiana counties. This type of transformational giving impacts a generation of young people who, no matter their background, now know how to budget, save, and invest; a generation armed with the confidence and understanding to take control of their financial futures, achieve their dreams. JA and 24,300 JA alumni are indeed grateful for First Savings Charitable Foundation’s outstanding generosity. their careers and 2015-16 School Year FIRST SAVINGS CHARITABLE FOUNDATION DONATES $100,000+ TO JA KIDS
Junior Achievement of Kentuckiana STATEMENT OF ACTIVITIES Year Ending June 30, 2016 Unrestricted Public Support and Revenues: Contributions, sponsorships and grants Special events, net of cost of benefit to donors Governmental income Investment Income Net unrealized and realized gain on investments Donated Goods and Services Other Income Change in beneficial interests in assets by others Sub Total Net Assets Released from Temp. Restrictions Total Public Support and Revenues Expenses: Program expense Management and general expense Fundraising and special events expense Loss on disposal of fixed assets Total Expenses Change in Net Assets Net Assets, Beginning of Year Net Assets, End of Year $ 1,219,165 $ 351,692 $ 9,500 $ 69,517 $ (47,322) $ 378,674 $ 5,793 $ (28,006) $ 1,959,013 $ 101,426 $ 2,060,439 $ 1,584,993 $ 223,740 $ 443,924 $ 19,846 $ 2,272,503 $ (212,064) $ 4,473,588 $ 4,261,524 Temporarily Restricted $ $ $ $ $ $ 89,250 - - - - - $ 89,250 $ (101,426) $ (12,176) $ $ $ $ $ - - - - - $ (12,176) $ 101,426 $ 89,250 Total $ 1,308,415 $ 351,692 $ 9,500 $ 69,517 $ (47,322) $ 378,674 $ 5,793 $ (28,006) $ 2,048,263 $ - $ 2,048,263 $ 1,584,993 $ 223,740 $ 443,924 $ 19,846 $ 2,272,503 $ (224,240) $ 4,575,014 $ 4,350,774 Year Ending June 30, 2016 STATEMENT OF FINANCIAL POSITION ASSETS Current Assets Cash and equivalents Investments Pledges receivable, net Prepaid expenses Total Current Assets Long-Term Assets Beneficial interest in assets held by others Fixed assets - net Total Long-Term Assets Total Assets $ 213,922 $ 1,761,658 $ 1,975,580 $ 4,429,579 $ 143,284 $ 2,190,167 $ 108,582 $ 11,966 $ 2,453,999 LIABILITIES AND NET ASSETS Current Liabilities Accounts payable Accrued expenses Total Current Liabilities Net Assets Unrestricted net assets Board designated net assets Total unrestricted net assets Temporarily restricted net assets Total Net Assets Total Liabilities and Net Assets $ 1,857,435 $ 2,404,089 $ 4,261,524 $ 89,250 $ 4,350,774 $ 4,429,579 $ $ $ 22,336 56,469 78,805 EXPENSE ALLOCATION Year Ending June 30, 2016 Program Services Management & General Fundraising & Special Events 12% 11% 77%
REGIONAL BOARD OF DIRECTORS Junior Achievement of Kentuckiana OFFICERS Board Chair Christopher J. Kramer BKD, LLP Vice Chair Ann Joseph D.D. Williamson & Company, Inc. Treasurer Bryan W. Taylor BB&T Secretary Kathy Herbig Crowe Horwath LLP Immediate Past Chair Kevin J. Joynt Deloitte. MEMBERS OF THE BOARD Orlando Allen Allen Financial Group Julayne Ricketts Amstutz First Harrison Bank John M. Anderson The Learning House, Inc. J. Duffy Baker, Jr. JPMorgan Chase Bank Sheryl Ball Texas Roadhouse Jon Baughman American Founders Bank Martin L. Bell M. Joseph Bisig PNC Wealth Management Christopher W. Brooker Wyatt, Tarrant & Combs LLP Marc B. Charnas GE Appliances Nancy B. Davis Stock Yards Bank & Trust Company Jenny Drake Southern Wine Leah A. Eggers Humana Inc. David Eplion, Ph. D. Indiana University Southeast Charles P. Essex IBEW Local Union 369 Kenneth W. Faith II Algood Food Company Patrick R. Farnan Fifth Third Bank Michael Frank Commonwealth Bank and Trust Co. Paul G. Fultz KPMG LLP John Gant University of Louisville Chongyang (Tiffany) Ge Kentucky Department of Financial Institutions Clinton L. Glasscock BB&T Insurance Services Thomas C. Gleason Frost Brown Todd LLC Ankur N. Gopal Interapt Donald L. Gossman John P. Lawson, Jr. First Savings Bank HARDIN COUNTY BOARD District Board Chair Lindsey Alicna Kentucky Farm Bureau Nick Berry Fitness Consulting Group Janna Clark Elizabethtown Tourism/ Convention Bureau Brent Ditto Ditto Wealth Management Amanda Drane Hardin County Schools Brandon Fogle South Central Bank Gene Hornback Norton Healthcare Emily Howell The Cecilian Bank Emily Graham Sun Tan City Jeff Lanz iPay LLC Angela Leach Swope Family of Dealerships Ed McCoy Kerr Office Group Billy Pait Nolin Rural Electric Coop. Corp. Mark Roberts Hardin County Schools Heather Stain PNC Bank Natalie Tefft Recovery Works of Elizabethtown Mika Tyler Kentucky Farm Bureau Trapper Williams Bluegrass Cellular James W. Robinson Junior Achievement Center for Freedom of Enterprise 1401 W. Muhammad Ali Blvd. Louisville, KY 40203 www.JAKY.org | 502-561-KIDS Kenneth E. Groth American Commercial Barge Line Daniel Hall University of Louisville Tami Hatfield-Kennedy Ford Motor Company Louisville Assembly Plant Joe Hayden Joe Hayden Real Estate Team William S. Heinz, Jr. Los Monitos Language Center Dennis P. Heishman Old National Bancorp J. Douglas Helm MCM CPAs & Advisors Larry W. Horn Great Northern Building Products, LLC Deana Epperly Karem Greater Louisville Inc. Darren Keith Dow Chemical Company Danail Kelisakiev Brown-Forman Corporation Sharon Kerrick, Ph. D. Bellarmine University Todd A. Klimek PwC Darryl S. Lavery Boehl, Stopher & Graves, LLP Jamie McEldowney ID-A Julie McGregor KentuckyOne Health Lynn McQuillen Papa John’s International, Inc. John Miele Marsh & McLennan Companies Chris Nation Quantum Communications/ QtheAgency Karen O’Connell Archdiocese of Louisville Raja Patil Bingham Greenebaum Doll LLP Jonathan Presser Norton Healthcare Chris J. Reid EY Wesley L. Ringo J.J.B. Hilliard, W.L. Lyons, Inc. Pam Royster Jefferson County Public Schools Dave Russell Yum! Brands, Inc. Ryan Sienkowski Horseshoe Southern Indiana Adam Simon Right Path Financial, LLC David S. Sinclair LG&E and KU Energy LLC as of 02/01/17 Ric Sinclair ZirMed Kevin Sipes Republic Bank & Trust Company Dale B. Skaggs Blue & Co., LLC Andrew Southworth Kentucky Planning Partners Todd A. Spencer Doe-Anderson, Inc. J. Todd Spurgeon Kightlinger & Gray Alexander G. Staffieri Stoll Keenon Ogden Rita Stephenson-Reedy The Al J. Schneider Company Steven M. Stone UAW 862/Ford Programs Center Berard Tomassetti PharMerica Corporation Daniel Torian UPS Audie Wilson Coca-Cola Bottling Co. Consolidated Anne S. Woods Kindred Healthcare Mark Zoll The Kroger Company
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