I am an achi

ever!

2008 Annual Report

A ch ie v e r s!

“I thank Junior Achievement for inspiring and encouraging me to pursue

my goals. As a former JA student I was exposed to career choices and
experiences I never knew existed. This allowed me to see what my own
future would look like and has given me the tools to make it happen!”
JANY Alum, Amanda Pusey
Sophomore, SUNY Binghampton University
JANY Student Ambassador, Class of 2005-2006
 Achievers!

Achievers!

Table of Contents

Mission Focused & Values Based

Leadership Address .............................................2
2007-2008 Program Impact.................................4
Celebrating Success .............................................6
Serving New York’s Neediest Communities......8

2010: From Vision to Reality

Achievers!
Increasing Student Impact ................................10
Increasing Resources.........................................12
Increasing Awareness........................................13

Achievers!
Achieving the Vision Together
Board of Directors .............................................14
Associate Board .................................................16
Hispanic Initiative Advisory Council................17
Corporate/School Partnerships.........................18
School Partners ..................................................22
Community Partners..........................................26

Investments in Sustainable Frameworks

Fundraising Events ............................................28
Financial Statements ..........................................30
Business Investors/Gifts-In-Kind ......................32
Individual Investors...........................................34

Achievers!
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

leadership address

Message from our Board Chair

Dear friends and supporters,

I’m pleased to present to you the Junior Achievement of New York

(JANY) Annual Report for our fiscal and academic year which
ended June 30, 2008. As you read this annual report, you will see
that the transformative power of the JA experience in the lives of
the students we serve is undeniable. We’ve enjoyed a solid year of
accomplishments. This past school year, we reached nearly 95,000
students throughout New York City and Long Island, putting into
action the core of our mission.

One year ago, our Board approved a 2010 strategic plan that charted
a course for aggressive growth in both students and funding. Simply
put, our aim is to reach and inspire as many students as possible.
Our 2010 strategic plan is guiding us toward repositioning JANY to
successfully fulfill our mission to Inspire and Prepare Young People
to Succeed in a Global Economy. The plan focuses on three
mutually dependent growth strategies to:
• Expand our student outreach, with a concerted effort to
reach more middle and high school students
• Increase volunteer, leadership and funding resources by
expanding JANY Board membership
• Focus awareness efforts on the impact and involvement
of JANY’s business, educator and community partners.
To increase impact, we have committed ourselves to broadening our
reach in Middle and High School markets by tailoring programs to
meet the needs of the communities we serve. We remain steadfast in
our goal to make education more relevant to young people at the
most important time in their lives. JANY’s resource engine is fueled
by inspired Board leadership and partnerships which drive volunteer
recruitment and fundraising. We are committed to increasing the
number of business leaders on our Board who share our passion
for connecting young people to opportunity. By broadening our
leadership base we expect to generate the resources necessary to
meet the growing demand for our programs.
In order to increase impact and resources, it is important to raise
awareness of the JANY brand and mission. You will read about
JANY’s Alumni Initiative—a potential resource to identify, cultivate
and reconnect with former JA students. An active and engaged
alumni network provides compelling and inspirational proof of
JANY’s long-term program effectiveness. Their emotional bond to
JANY makes them excellent volunteer and donor prospects, which
we believe is critical to enhancing the JANY brand.
I am grateful to the JANY Board of Directors and our community
of supporters for making the 2007-2008 academic year successful.
I also appreciate the continued enthusiasm of our President,
Doug Schallau, who recently celebrated his 30th year with
Junior Achievement.
As we enter an uncertain economic landscape, I’m confident in our
collective ability to remain focused and committed to creating a
legacy of achievement for New York City and Long Island students.
Sincerely,

Anré Williams, Board Chair

Junior Achievement of New York, Inc.
President, Global Commercial Card
American Express Company

2
 “The transformative power of the JA experience in the lives of the students
we serve is undeniable.”
Anré Williams

Message from our President

Dear friends and supporters,

On behalf of the nearly 95,000 New York City and Long Island
students who received JA programs this year, I would like to express
our gratitude for your unwavering support and participation.
Thank you for helping expand our student reach this year by 2%—
accomplishing 98% of our annual goal. In addition, we made good
progress toward deepening student penetration in the NYC and Long
Island middle and high school markets. To deliver these programs
we raised over $4.7 million (exclusive of the present value of a
$1 million endowment gift), flat to last year and 102% of our
annual goal. What makes our progress extraordinary is that it has
occurred during one of the most tumultuous economic climates we
have experienced in many years. The upside is that these challenging
times make obvious the increased need for our programs.
Where challenge exists, opportunity is not far behind. With the
roll-out of our 2010 strategic plan, we have begun to reposition
JANY’s focus in the Middle and High School market segments. By
narrowing our concentration on the three key content areas of
Financial Literacy, Entrepreneurship and Workforce Readiness—
JA’s Three Pillars of Student Success—we can help our young
people successfully navigate a world where the only constant is
the accelerating pace of change.
The 2008 Annual Report builds a powerful case for streamlining
our strategic focus on the Three Pillars of Student Success:
First—The need for financial literacy education has never been more
important. As individuals become increasingly responsible for their
own financial well-being, understanding the economic system will
become critical to their financial security. It is the only way to address
the rapidly approaching “perfect storm” of financial illiteracy. In
keeping with our commitment to deepen financial literacy among
young people, this year we successfully tested a new program on
Long Island called JA Finance Park. This program introduces middle
school students to personal financial planning and career exploration,
allowing them to experience what it means to balance the household
budget in a simulated “real world.”
We are also grateful to William G. and
Virginia T. Halbert who have committed
a $1 million endowment gift from their
charitable remainder and other trusts
toward future expansion and delivery
of entrepreneurship programming to
inner-city youth.
Third—As employers become more
selective in their hiring, focus on
workforce-readiness programming takes
on increased relevance. The hands-on,
practical application of JA programs
can make a significant difference in how young people approach the
workplace. Our volunteer role models, who deliver the programs,
help students connect learning to earning by making a link between
a good education and success in life.
As we look to the future, we look to develop deeper and more
meaningful relationships with our constituents. Your support is a
vital component of building sustainable capacity to deliver life-
changing programs and experiences to young people. Your
continued support remains critical to our success. Everything we
accomplished in the past year and everything we will do in the
future is focused on our mission to Inspire and Prepare Young
People to Succeed in a Global Economy. We renew our commitment
to be mission-focused, values-based and driven by the evolving
demographics in our marketplace.
We hope you enjoy reading our 2008 Annual Report. Our theme
this year celebrates the achievements of our students and the
achievements of our community of supporters and partners.
Without you these achievements would not be possible. We
are eternally grateful for your support and participation in our
mission to help young people dream bigger dreams.
Most sincerely,

Second—We believe another mega-trend is young people’s

increasing interest in entrepreneurship programming. Later on in
the report, you will read about the successful roll-out of a pilot
JANY Business Plan Competition sponsored by G.C. Andersen
Partners, LLC. The overwhelmingly positive response from the Douglas E. Schallau, President
schools and students supports our belief that relevant, real-world Junior Achievement of New York, Inc.
educational experiences motivate young people to succeed.

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 JUNIOR ACHIEVEMENT OF NEW YORK, INC.

2007-2008 program impact

About Junior Achievement Our Core Organizational Values

PROGRAM LIST of New York, Inc. • Belief in the boundless potential
Founded in 1929, Junior Achievement of of young people
The following programs and experiences New York, Inc. (JANY) is the New York • Commitment to the principles of
were delivered by JANY during the 2007- affiliate of Junior Achievement Worldwide, market-based economics and
2008 program year. the world’s largest and fastest-growing entrepreneurship
organization dedicated to inspiring and • Passion for what we do and
ELEMENTARY preparing young people to succeed in honesty, integrity and excellence
Ourselves® a global economy. Through a dedicated in how we do it
Our Families® volunteer network, JANY provides in- • Respect for the talent, creativity,
Our Community® school and after-school programs for perspectives and backgrounds of
Our City® students in grades K-12. JANY’s educational all individuals
Our Region® programs focus on three key content areas: • Conviction in the educational and
Our Nation® financial literacy, entrepreneurship and motivational impact of relevant
JA More than Money™ workforce readiness—The Three Pillars hands-on learning.
JANY Local Business Week of Student Success.
Key Programs
MIDDLE Last academic year, JANY’s in-school and Programs with age-appropriate curricula
JA Economics for Success® after-school programs served nearly 95,000 are designed to teach elementary students
JA Global Marketplace® students in the NYC and Long Island about their roles as individuals, workers
geographic area. Today, Junior Achievement and consumers and to prepare middle and
JA It’s My Business!™
Worldwide reaches 9 million students globally. high school students for key economic and
JA America Works!™
career challenges they will face. Through
JA Finance Park™
Our Mission role-playing, computer-based simulations,
JANY Business Education Days
To inspire and prepare young people to board games and classroom discussions,
JANY S.M.A.R.T. Expo
succeed in a global economy. students learn job-hunting skills,
budgeting techniques, communication
HIGH and interpersonal relations, the importance
JA Success Skills® of staying in school as well as personal
JA Careers with a Purpose™ and financial management skills.
JA Titan®
JA Economics™
JA Company Program™
JA Business Ethics™
Junior Achievement Presents:
The NEFE High School
Financial Planning Program™
JA Job Shadow™
JA Exploring Economics™
JA Banks In Action™
JANY Business Plan Competition
JANY Youth Leadership Conferences
JA Stock Market Challenge
JANY High School Heroes
JANY Student Ambassador Program
JANY Summer Internship Program

Achievers!
4
 Sources of Funding School-Based Partnerships by NYC
and Long Island Locations
Corporations 34% Manhattan 22%
Events 50% Brooklyn 19%
Foundations 8% Bronx 13%
Individuals 8% Queens 18%
Staten Island 3%
Long Island 25%
About the Volunteers
JANY’s 5,616 classroom volunteers are
as diverse as the students that they serve.
They all share a desire to contribute to the
communities in which they live and work.
Volunteers use their insight, their knowledge
and their experiences to inspire NYC and
Long Island students.
Proven Success
A 2001 study on JA’s newly enhanced
program experience by Western Institute
of Research and Evaluation found that
Supervisors of companies where JA
students were employed believed
JA students were competent in the
following areas as opposed to students
with no JA experience:
• Showing initiative
• Being dependable
• Showing effort
• Working independently
• Possessing self-confidence
• Acting in a professional manner
• Appearing professional
Student Ambassadors Maria D’Costa and • Possessing knowledge of job duties.
Mary D’Costa (Newcomers High School) job
shadowed Fox 5 meteorologist Mike Woods
on the set of “Good Day New York.”
Distribution of Programs by
School Market Segment
Elementary School 68%
Middle School 15%
High School 17%
Leadership & Governance
Douglas E. Schallau serves as President and
Chief Staff Officer. Mr. Schallau leads a 35-
person professional staff. Mr. Anré Williams,
President, Global Commercial Card,
American Express, serves as the volunteer
Chair of a 56-member JANY Board of
Directors. Ms. Crystal Sampson, Partner,
Ernst & Young, LLP, serves as Chair of the
17-member JANY Associate Board and
Mr. Eliezer Diaz, Director of Service
Delivery and Customer Services at Verizon
Communications, serves as Chair of the
15-member JANY Hispanic Initiative
Advisory Council.
Budget
JANY’s 2007-2008 budget was $4.7 million
generated from corporate contributions,
special events revenue, individual gifts and
foundation grants. Contributions to JANY,
a 501(c) 3 not-for-profit organization, are
tax deductible to the full extent allowable
by law.
Meets Standards of Charity
Accountability
JANY participates in the Better Business
Bureau (BBB) Charity Seal Program, a
symbol to donors that our organization
has met the 20 Standards for Charity
Accountability. The 20 standards evaluate
charities’ financial accountability, governance
and oversight, effectiveness measures,
fundraising and informational materials.
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 JUNIOR ACHIEVEMENT OF NEW YORK, INC.

celebrating success

The June 2008 Celebration event closed the final chapter on a phenomenal year

Achievers!
of JANY transforming the lives of New York City and Long Island’s neediest
student communities. Celebration is a time for us to bond with, acknowledge
and pay tribute to our diverse support base.

JANY 2007-2008 Educator Partner of the Year,
Mindy Messinger, is a 4th grade teacher at PS 206
Joseph F. Lamb Elementary School, Brooklyn.
She first welcomed JA into her classroom in 2002.
By 2006, Mindy began coordinating JA activities for
multiple grade levels in her school. Because of her
efforts, JA lessons were taught to her entire school
during the 2007-08 school year, reaching 1,200
students. In addition, Mindy also organized a
special assembly around the 100th Day of School.
Each student brought in 100 pennies raising a
total of $400. The students donated the money
to JANY to express their appreciation.
Nearly 200 JANY Board Members,
volunteers, educational and community
partners, supporters, JANY staff and
students gathered together to reflect
upon and celebrate our collective
efforts to change the lives of NYC
and Long Island students.
This year, JANY’s annual appreciation event
was generously hosted by JANY Board
Company Cadwalader, Wickersham & Taft.
Anré Williams (JANY Board Chair), Doug
Schallau (JANY President) and Cadwalader’s
Dennis Block (JANY Board Member)
welcomed guests and introduced our
outstanding Achievers of the year.
These Achievers were acknowledged for
living the JA mission by demonstrating
excellent leadership, collaboration,
integrity, commitment and support. The
2007-2008 Leadership honorees are: Xiang
Siow (Stuyvesant High School)—Student
Leader of the Year; Gary Kozlowski (Ernst
and Young)—Volunteer Leader of the Year;
Mindy Messinger (PS 206, Brooklyn)—
Educator Partner of the Year; and Tom
Bromage (Madison Square Garden Boys
and Girls Club)—Community Partner
of the Year.
We were excited to pilot a new volunteer
incentive and rewards program, designed
for JANY by Developing Minds. Volunteers
received raffle tickets for time donated in
support of the JANY mission. The raffle
tickets entitled them to win some fabulous
prizes. The more volunteer hours they
accumulated, the more chances/raffle tickets
they received. The incentive pilot was a hit!
Volunteers were motivated and excited by
the prizes and rewards. Prizes included
Yankee Tickets, a family four-pack to Six
Flags Great Adventure and a movie
package of tickets and DVDs. JANY thanks
Developing Minds Founder, Josh Cohen,
for helping us to launch such an innovative
volunteer recognition model. We look
forward to growing the volunteer incentive
program in the coming year.

“To be this year’s Educator of

the Year is a true honor. Many
teachers work hard every day
and not many people, or
organizations take the time to
recognize the hard work that
teachers do. Junior Achievement
has added a new dimension to
my teaching career…”
Mindy Messinger
4th Grade Teacher
PS 206 Joesph F. Lamb
6 Elementary School
“I was amazed when I stepped
into the first classroom—
thankful that it wasn’t a large
auditorium full of bored
faces—to see bright and shiny
faces looking and sitting up
straight. I relaxed a little more when I saw that hands shot up when my
mother or I asked the class a question…This whole experience made me
realize that there are kids who are ready to learn new things.”
Kiah Thomas
2008 JANY Media Day Volunteer
Theater Major—Five Towns College, Long Island
 “73% of teachers said that is it important to have financial literacy academic standards.”
(2007, April 30). Study: Half of U.S.
Teachers Use Financial Literacy Content
in Class, Inside Indiana Business

“My greatest achievement this year was getting the JANY Business Plan

Achievers!
Competition started. It’s inspirational to see young people immerse
themselves in a rigorous entrepreneurial thought and creative process
where they can learn from the strengths and weaknesses of plans
developed by their peers!”
Chris Andersen, Founding Partner
G. C. Andersen Partners LLC, Sponsor of the
JANY Business Plan Competition

2007-2008 JANY PROGRAM IMPACT DATA

Geographic Footprint: New York City & Long Island

94,976 Students Served

4,275 Classes Taught
565,145 Volunteer Contact Hours
5,616 Volunteer Instructors
402 School Partners Brooklyn Tech High School graduate,
Izra Izrailov with JANY Board Member
87 Community Partner Sites Chris Andersen during a 2008 summer
internship at G. C. Andersen Partners.
2,471 Educator Partners
21,110 Students Served by
“JA has been a great experience!
1,790 High School Heroes Everything that I have been
64,223 Elementary School Students Served working for has come together
this year. I can really see the
14,717 Middle School Students Served pay-off now for working so hard
in school.”
16,036 High School Students Served
Izra Izrailov
Over 800 Students Participated in Brooklyn Tech High School
Class of 2008
Entrepreneurship Experiences

5,911 Students Participated in Work

Readiness Experiences

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 JUNIOR ACHIEVEMENT OF NEW YORK, INC.

serving new york’s neediest

JANY continues to seek opportunities to provide high-impact educational programs

Achievers!
and experiences to underserved communities.

Hispanic business and community JANY enjoyed successful collaborations

role models. The Initiative focuses on
the importance of staying in school,
bilingualism as a professional and personal
asset and the family as an economic unit.
The program is funded nationally by the
Goizueta Foundation and locally by
Verizon Communications, New York
Life Insurance Company and American
International Group (AIG). The JANY
Hispanic Initiative was developed to deliver
JA programming to the NYC and Long Island
Hispanic student population by connecting
students with successful Hispanic business
and community role models.
with corporate and community affinity
groups like the Association of Latino
Professionals in Finance and
Accounting (ALPFA) and the Gaining
Early Awareness and Readiness for
Undergraduate Programs (GEAR-UP!)
initiative at the Bronx Institute, Lehman
College. GEAR-UP, which is funded by the
U.S. Department of Education, assists
students from low income communities to
enter college with six years of support.
These partnerships were crucial to JANY’s
ability to impact the lives of over 4,000
NYC and Long Island Hispanic students.

Gary Kozlowski is JANY’s 2007-2008

Volunteer of the Year. He’s credited with
helping to expand Ernst & Young’s volunteer
involvement from 26 volunteers in 2006 to
nearly 500 volunteers in 2008.

“It’s amazing how the passion

of a few can be expanded
exponentially to impact so many
lives. There’s great satisfaction
knowing we’ve made a real
difference in influencing future
generations to be productive
members of the community.”
JANY Hispanic Initiative students from MS 324 Patria Middle School
Gary Kozlowski
Partner, Financial Services explore science and technology at the IBM-sponsored La Familia
Ernst & Young, LLP Technology Fair at the NY Hall of Science.

8
communities “Education is not the filling of a pail,
but the lighting of a fire.”
W. B. Yeats

JANY’s collaboration with New York
Life Insurance Company and Good
Shepherd Services, a leading youth
development, education and family service
agency, is another example of a successful
partnership providing vital economic
and career education to underserved
communities. Fifteen New York Life
Insurance volunteers implemented an
exciting after-school program, providing
40 Good Shepherd Services’ students with
the opportunity to experience JA business
and economics curricula. This opportunity
included weekly trips to New York Life
Insurance Company where students
experienced the working world.
JANY’s summer camp collaborations
delivered JA programming to 58 city-wide
camps and programs serving nearly 7,000
elementary and middle school students.
These collaborations enable students to
continue learning valuable life skills during
the summer break by reinforcing academic
gains made during the previous school year.
Achievers!
JANY summer program partnerships
grew dramatically. This year JANY partnered
with 10 agencies to provide programming
for more than 6,000 Summer Youth
Employment Program (SYEP)
participants. SYEP provides New York City
youth between the ages of 14 and 21 with
summer employment and personal
development opportunities. SYEP students
received lessons in financial literacy,
workforce readiness and career exploration
that aligned skills, interests and values with
appropriate education and career paths.
JANY’s youth leadership development
programs, High School Heroes and
JANY Student Ambassadors, are the
youngest division of the JANY
volunteer corps. High School Heroes
provide a vital service of delivering JA
financial literacy programs to underserved,
outer-borough communities. During the
2007-2008 school year, 1,796 High School
Heroes delivered financial literacy
programs to more than 21,000 NYC and
Long Island elementary students. In return,
High School Heroes build positive self- Stuyvesant High School graduate Xiang
Siow is the 2007-2008 JANY Student of
esteem by contributing to the economic
the Year honoree. Xiang is also a former
empowerment of future generations, while Student Ambassador.
strengthening their own communication,
collaboration and presentation skills.

“I consider graduating from

high school to be my greatest
achievement in life so far!
As the children got to know me, they began to say they I hope to apply what I have
wanted to be like me. Being a good influence on learned from Junior
youngsters makes me feel good about myself. Achievement to become a
leader in college and in my
Francisco DeJesus future beyond college.”
JANY High School Hero volunteer
Port Richmond High School, Staten Island Xiang Siow
Freshman
University of Chicago

9
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

increasing student impact

For JANY, student impact refers to our ability to reach and change the behavior of the students we serve—particularly those
in middle and high school grades. Simply defined, impact is the good that we achieve by inspiring and motivating students to
succeed in school and in life.

JANY After-School Business Plan Competition

Long Island students connect S.M.A.R.T.
skills to career opportunities at the 2008
JANY and Long Island Works Coalition
Science, Math, Art, Reading and
Technology Expo sponsored by the
ING Foundation.
The Power of Collaboration
and Innovation
The JANY/Children’s Aid Society (CAS)
Job Club partnership illustrates the
power of collaboration and innovation.
The JANY/CAS Job Club piloted a unique
customized program implemented at two
middle schools in the Bronx. Student
participants received a JA class each
week during the school day over the
course of the year.
Students participated in JA lessons, received
homework and were tested to fulfill class
requirements. A grade was given for the
JA class, which was integrated into
students’ year-end grade point averages.
The JANY/CAS Job Club moves us closer to
financial literacy being fully embraced as a
cornerstone educational requirement vital
to the future success of young people.
Planting Seeds of Entrepreneurship
In May 2008, over 300 aspiring High
School student entrepreneurs competed
in an nine-week, city-wide JANY Business
Plan Competition sponsored by G.C.
Andersen Partners LLC. The Business
Plan Competition is an innovative platform
for delivering one of JANY’s core
competencies—to provide high-impact
entrepreneurship programs and experiences
that inspire and prepare students to create
jobs and wealth in their communities. The
students responded brilliantly! Participating
students were challenged to develop
innovative business plans that address a need
in their communities. Each school conducted
its own contest supported by a corporate
partner. Winning teams competed in the final
competition held at Columbia University
Graduate School of Business. The six
finalist student teams presented their plans to
a group of seven venture capitalists including
three JA alums. Thanks to the generous
support of G. C. Andersen Partners, first
and second place team members were all
awarded college scholarships.

“Winning the business plan competition

showed us that entrepreneurship and
preparation is rewarded at any level.
It has motivated us to take the next
step as entrepreneurs and finally start
our business.”
Kyle Wong
Brooklyn Tech High School
1st Place winning team
2008 JANY Business
Plan Competition

10
 “In the U.S., 18-24 year olds are starting their own businesses at a faster rate than
35-44 year olds.”
D. Fenn, The Making of An
Entrepreneurial Generation,
(2007, July) Inc.com

Achievers!

The JANY Business Plan Competition’s winning student team from Brooklyn Tech High
School with competition guest judges: Top row L-R: Students Charles Naught, Francesco
Nuccio, HSBC volunteer advisor Vieng Vongnarath, students Kyle Wong, Awad Sayeed,
Izra Izrailov and guest judge Michael Ehrlich, Assistant Professor, NJ Institute of Technology;
Bottom row L-R: Fred Nazem, Founding & Managing Partner, Nazem & Company, Anthony
Viscogliosi, JANY Board Member/JA Alum & Principal, Viscogliosi Bros., LLC, Sharon Joseph,
CEO Harlem Lanes/JA Alum & Columbia Business School Alum, Chris Andersen, JANY Board Middle School student learns how to
Member/JA Alum and Founding Partner of the sponsor company, G. C. Andersen Partners LLC, manage personal finances at the Long
Tom Blum, Partner, G. C. Andersen Partners LLC. Island-based JA Mobile Finance Park.

Mobile Finance Park National Endowment for

Virtual Lessons in
Real-World Money Management
In the spring of 2008, JANY provided a
dynamic interactive experience to middle
school students—JA Mobile Finance Park.
Built from the framework of a former
storefront, a miniature city was born.
Presented by sponsor Capital One, Mobile
Finance Park gives students an opportunity
to spend an entire day making critical
choices about saving, spending and
charitable giving. More than 800 middle
school students from New York City and
Long Island participated.
Financial Education (NEFE)
High School Financial Planning Program
Raising Students Money Management IQ
This past year, Junior Achievement
“Today was a major wake-
partnered with the National Endowment up call for the adult life
for Financial Education (NEFE) to offer ahead of me. It was scary.
a fresh, new financial literacy program to Now I am even more
high school students. Junior Achievement
Presents: The NEFE High School
motivated to go to college.”
Financial Planning Program introduces Deron Alexander
students to the importance of making wise JA Finance Park student
financial choices. Funded in part by a MS 101, Bronx
generous grant from the AIG Financial
Literacy Fund, NEFE programs will be
delivered to more than 26,000 NYC and
Long Island teens over a three-year period.

11
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

increasing resources

Increasing resources depends on JANY’s ability to seek, inspire and mobilize like-minded individuals who share our passion and
vision to transform the lives of young people. JA programs bridge the gap between school and work by arming students with the
knowledge and skills necessary for success in the 21st Century global economy.

From Success to Significance “We wanted to give our family a

In June 2008, William G. and Virginia T.
Halbert transformed their personal
success to a legacy of significance with
a $1 million endowment gift to support
JANY’s focus on entrepreneurship
education. Without a doubt, the Halberts
are achievers and their generosity will
inspire future generations of achievers.
William and Virginia were moved to action
by their need to make a difference in the
lives of urban youth. Where some see
hopelessness, William and Virginia choose
to see potential. By making such a generous
commitment, they also hope to create a
legacy of giving in their family. William
spoke with passion about his desire to
enrich his family with the gift of giving.
concrete example of making a
difference in the lives of young
people by being willing to make
a commitment. We hope that
they will be inspired to make
philanthropy a family tradition.
This is our dream, and the sharing
of it is writing the most rewarding
chapter of our lives…”
The Halbert’s generous investment in the
potential of NYC students is a powerful
gift of inspiration driven by their vision
to inspire and prepare young people to
succeed in a global economy.
Innovative Solutions for
Driving Volunteer Recruitment
The leadership and governance provided
by JANY Board Members and strategic
relationships with our corporate partners,
are a powerful resource engine. JANY
recognizes the importance and value of
cultivating volunteer role models who reflect
the diverse heritage and life experiences of
the students we serve. By providing access
to employee networks and affinity groups,
our corporate partners enable us to cultivate
a diverse and dedicated volunteer network.
William G. and Virginia T. Halbert at the 2008
JANY Science, Math, Art, Reading & Technology
(S.M.A.R.T.) Expo.
The constant demand for volunteer
resources has opened up new opportunities
for our partners to increase employee
volunteer recruitment. The Corporate
Summer Associate Initiative (CSA)
is an example of applying innovative
solutions to drive volunteer cultivation. CSI
was pioneered successfully by companies
like Ernst & Young, KPMG, Credit Suisse
and PricewaterhouseCoopers. Due to
their collective efforts, a record number
of corporate interns—more than 450—
volunteered to deliver JA summer
workshops to schools and summer
camp sites throughout NYC.

“There is more talent in this city than any other. Helping kids
acquire entrepreneurial skills offers them hope that hard work
will produce a payoff for them. And when it does, we all benefit
from an improved society.”
William G. Halbert

12
increasing awareness
JANY understands that leadership begins and ends with mission, values and vision: who we are, what we stand for and
how we conduct our business. It is crucial that we continue to develop, pursue and effectively promote financial literacy,
entrepreneurship and workforce readiness education as keys to success in life.
High-impact programs and experiences
bring together vast numbers of NYC and
Long Island students and volunteers. We
can encourage a broader audience to get
involved in addressing the educational needs
of our children by sharing student and
volunteer success stories and best practices.
Inspired Leadership
Leveraging Knowledge, Skill,
Desire and Opportunity
Hugo Balta, Telemundo Vice President
of News and News Director, understands
the persuasive power of reputation, image
and visibility. Hugo serves on the JANY
Hispanic Initiative Advisory Council
along with 15 other high profile Hispanic
business, education and community leaders.
Hugo’s leadership led to some wonderful
visibility opportunities for JANY. Telemundo
produced a Spanish language volunteer
recruitment PSA featuring News Anchor
Jorge Ramos, which aired in January 2008.
In addition, their employees hosted
Hispanic Job Shadow students.
Hugo’s commitment and leadership inspired
Telemundo’s network affiliate, WNBC-TV,
to produce and air a Job Shadow host
recruitment PSA later in the spring. The PSA
featured Chris Cimino, WNBC Today in
New York meteorologist, and JANY
Student Ambassadors. Both PSAs motivated
students, parents, educators, alumni and
local businesses to reach out and reconnect
with Junior Achievement.
JANY Student Ambassadors visit the
WNBC-TV “Today in New York” set as
part of the JA Job Shadow program.
Tapping New Volunteer Resources
Alternative Spring Break for
Life-Changing Experiences
In March 2008, 13 students from the
University of Missouri-Columbia (UMC)
were inspired to take an alternative spring
break. They chose to spend their vacation
volunteering to make a difference in the
lives of NYC students. They were
partnered with a new middle school—
Hyde Leadership Charter School. One
hundred and seventy 6th and 7th graders
received lessons in financial literacy. UMC
students also shared valuable career advice
with the middle schoolers and encouraged
them to go to college. Later on in the
spring, another college student group from
Longwood University in Farmdale,
Virginia travelled to NYC to teach
financial literacy skills to over 300 Bronx
and Brooklyn elementary school students.
Meghan Whitaker, Vice President
and group leader for Longwood’s
Alternative Spring Break Program
spoke positively about her group’s
volunteer experience in New York City.
“I worked with a partner to
organize a trip to New York
City…to work with a program
called Junior Achievement.
I knew working with these
kids would be rewarding and
educational. It is definitely an
experience I will never forget.”
We hope both of these student groups’ JA
experiences have opened up the possibility
of other students taking an active role in
their communities.
JANY Student Ambassador,
Nicole Suissa explores careers
in broadcasting with JA Alum
Bill Evans—Channel 7, Eye-
witness News meteorologist.
JANY Alumni Initiative
Building a Dynamic and
Engaged Alumni Community
We’re excited by the advancements made
to cultivate and develop an active and
engaged alumni network. JANY’s Alumni
Initiative was launched a year ago to
identify, re-engage and cultivate former JA
students residing in NYC and Long Island.
The JANY Alumni community is a vast,
multi-generational pool of accomplished
people who credit JA for developing their
potential to succeed.
Since the launch of the alumni outreach
project, we’ve successfully engaged the
JANY Associate Board to spearhead the
initiative. We’ve grown the JANY Alumni
database to more than 300 members,
and we’ve developed an exciting plan to
leverage the web as an alumni engagement
tool. Former students will be able to
network, share their JA experiences and
they’ll have opportunities to get involved.
A dynamic and actively engaged alumni
base is central to JANY’s ability to ensure
that volunteer and funding resources keep
pace with the demand for our programs.
13
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

board of directors

EXECUTIVE COMMITTEE Vice Chair MEMBERS

Phillip K. Lynch
Board Chair (Board Member since 2002) Pervez Bamji
Anré Williams Chief Executive Officer (Board Member since 2005)
(Board Member since 2002) Asset Control General Auditor
President, Global Commercial Card Pitney Bowes Inc.
American Express Company Vice Chair
Maura Markus Marie-Claire Barker
Douglas E. Schallau (Board Member since 2000) (Board Member since 2008)
(Serving JA since 1978) Executive Vice President Senior Partner
President Head of International Retail Banking Executive Vice President
Junior Achievement of New York, Inc. Global Consumer Group Human Resources Worldwide
Citi OgilvyOneWorldwide
Secretary
Peter K. Ingerman Vice Chair Kevin Barr
(Board Member since 1998) Dr. H.C. Anthony G. Viscogliosi (Board Member since 2005)
Partner (Board Member since 2001) Senior Vice President, Human Resources
Chadbourne & Parke LLP Principal Terex Corporation
Viscogliosi Bros., LLC
Treasurer and John Benevento
Chair of the Audit Committee (Board Member since 2006)
H Ronald Weissman Senior Vice President
(Board Member since 1981) BOARD CHAIR’S Washington Mutual
Senior Partner ADVISORY COUNCIL
Ernst & Young, LLP Andy Berndt
Arnold J. Eckelman (Board Member since 2007)
Vice Chair (Board Member since 1992) Managing Director of Creative Lab
G. Chris Andersen Senior Vice President Operations (Retired) Google Inc.
(Board Member since 2004) Verizon Communications, Inc.
Founding Partner Dennis J. Block
G.C. Andersen Partners, LLC Sue Herera (Board Member since 2005)
(Board Member since 2001) Partner
Vice Chair Anchor, “Power Lunch” Cadwalader, Wickersham & Taft LLP
Peggy Fechtmann CNBC
(Board Member since 2001) Charles Borrok
Executive Vice President Ron Insana (Board Member since 2005)
Individual Business Operations & Services (Board Member since 1994) Vice Chairman
MetLife Founder and Managing Director Cushman & Wakefield
Insana Capital Partners
Vice Chair Louis J. Briskman
Leslie Godridge William Janetschek (Board Member since 2007)
(Board Member since 2003) (Board Member since 1999) Executive Vice President and
Executive Vice President Chief Financial Officer General Counsel
US Bank Kohlberg Kravis Roberts & Co. CBS Corporation

Vice Chair David Shedlarz Frank Comerford

Peter Kirn (Board Member since 1993) (Board Member since 2006)
(Board Member since 2002) Vice Chairman (Retired) President, Platform Development and
Partner Pfizer Inc. Commercial Operations
Accenture WNBC-TV

Kenneth Daly
(Board Member since 2006)
Chief Financial Officer
Global Gas Distribution
National Grid

David Dew
(Board Member since 2008)
Chief Operating Officer
HSBC Bank USA, N.A.

14

Michael Duda
(Board Member since 2006)
Chief Corporate Strategy Officer
Deutsch Inc.
Joseph Duggan (Ex officio)
(Board Member since 2008)
Partner
KPMG LLP
James Flanagan
(Board Member since 2002)
Partner
PricewaterhouseCoopers LLP
Steve Frank
(Board Member since June 2005)
Vice Chairman Investment Banking and
Co-Head Global Healthcare
J. P. Morgan Securities Inc.
Nancy Gardner
(Board Member since 2006)
Executive Vice President and
General Counsel
Thomson Reuters
Gary Goldstein
(Board Member since 2006)
Chairman and Chief Executive Officer
Whitney Group
Steve Hasker
(Board Member since 2008)
Partner
McKinsey & Company
Michele F. Imbasciani
(Board Member since 2003)
Senior Vice President, Region Executive
Banco Popular, NY Metro Region
Karen Jamesley
(Board Member since 2006)
Global Head of Human Resources
Morgan Stanley
Ami Kaplan
(Board Member since 2007)
Deputy Managing Partner, Northeast Region
Deloitte & Touche LLP
John Keogh
(Board Member since 2004)
Chief Executive Officer
ACE Overseas General
Stephen Liguori
(Board Member since 1998)
Chief Marketing Officer
GE Money, Americas
JANY Board Members L-R: (i) Dennis Block at the 2008
JANY Celebration event; (ii) Kenneth Daly accepts a
donation to JANY from PS 206 Joseph F. Lamb Elementary
School students in Brooklyn; (iii) Eddie Bayardelle, VP,
Educational Programs-Corporate Responsibility, Merrill
Lynch, Carole Anne Riddell, WNBC Education Reporter
and JANY Board Member, Sam Chapin at the JANY Stock
Market Challenge; (iv) Maura Markus congratulates
JA Banks In Action program students; (v) Chris Andersen
welcomes Graham Spanier, Penn State President and
JA Alum to a JANY Board meeting.
Tom Maguire Richard J. Poccia
(Board Member since 2006) (Board Member since 1996)
Senior Vice President Partner
Verizon Communications, Inc. PricewaterhouseCoopers LLP
Victor A. Malanga Neil Radey
(Board Member since 2008) (Board Member since 2004)
Executive Vice President and Managing Director and
Worldwide Chief Financial Officer Global General Counsel
Edelman Securities Division
Credit Suisse
Nanette Malebranche
(Board Member since 2006) Sharon Rowlands
Managing Director, Long Island District (Board Member since 2006)
FedEx Express Former Chief Executive Officer
Thomson Financial
Peter Marchetto Board Director, ADP
(Board Member since 1995)
Former-Chief Executive Officer, Americas Paul Schreiber
Bovis Lend Lease LMG, Inc. (Board Member since 2005)
Partner
Lisa Martin Shearman & Sterling LLP
(Board Member since 2008)
Senior Vice President Mark Shapiro
Worldwide Procurement (Board Member since 2008)
Pfizer Inc President and Chief Executive Officer
Six Flags, Inc.
Aldo Martinez
(Board Member since 2007) Marc Sheinbaum
Vice President (Retired) (Board Member since 2007)
New York Stock Exchange Regulation, Inc. Senior Vice President and
Chief Executive Officer
Bruce C. Miller Chase Auto and Education Finance
(Board Member since 2007) JPMorgan Chase & Co.
Executive Vice President
The Bank of New York Mellon Corporation Steve P. Sonnenberg, Esq.
(Board Member since 2007)
Kenneth Newman Partner
(Board Member since 2003) Paul, Hastings, Janofsky & Walker LLP
Senior Vice President
Eastern Regional Counsel Bob Tone
The Walt Disney Company (Board Member since 2003)
Divisional Vice President
Theodore E. Niedermayer Best Buy Co., Inc.
(Board Member since 2008)
Managing Director Kimberly A. Wagner, PhD
Merrill Lynch (Board Member since 2004)
Senior Partner and
David Obstler Managing Director
(Board Member since October 2002) The Boston Consulting Group
Chief Financial Officer
RiskMetrics Group Doug Worman
(Board Member since 2006)
Gavin G. O’Connor President and Chief Executive Officer
(Board Member since October 2008) AIG – Excess Casualty Group
Chief Administration Officer
Investment Management Division Joanne Zaiac
Goldman Sachs & Co. (Board Member since 2005)
President
Digitas, New York
15
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

associate board

The JANY Associate Board is composed of select, emerging executive business leaders. Associate Board Members sharpen
their philanthropic and leadership skills by providing executive and strategic project resource assistance. During the 2007-2008
fiscal year, the Associate Board’s achievements have been focused on volunteer recruitment, fundraising and contributing
strategic guidance for the JANY Alumni Initiative.

ASSOCIATE BOARD CHAIR

Crystal L. Sampson
Partner
Ernst & Young, LLP

ASSOCIATE BOARD MEMBERS

Jeff Arestivo Cindy Gavin Michael Poveda

Chief Administration Officer Partner Partner
Citibank, N.A. PricewaterhouseCoopers LLP Deloitte & Touche LLP

Christopher Burke Brian Keenan Eric Scheer

Managing Director Director, Finance Company Executive
Collaborations, Inc. Pfizer Inc Eric L. Scheer, CPA

Patti Darwin Keith Kochie Michael Schoenhaut

Marketing Specialist Manager, Cash Management Vice President, Asset Management
American International Companies Barclay’s Capital JPMorgan Chase & Co.

Linda Foley Sophia Lundberg Brian Varga

Director, Individual Business Operations Vice President Director of Technical Learning
MetLife Information and Decision Capabilities National Grid
American Express Company
Kale Gaddy Shaneequa Wright
Senior Interactive Media Specialist John Paguaga Public Affairs Manager
McKinsey & Company First Vice President Strategic Partnerships
HSBC Bank USA, N.A. Consolidated Edison Co.

“I feel very fortunate to be part of JA. My experience has changed my life

for the better. JA is the reason why ‘America the land of opportunity’ is still
true. You guys really instill in us that hard work and education will lead us
to a better life.”
Jennifer Min, JA Alum
Senior, NYU Stern School of Business

16
hispanic initiative advisory council

JANY’S Hispanic Initiative Advisory Council (HIAC) is comprised of high profile

Hispanic NYC business, education and community leaders who are committed to the
economic empowerment of young people in NYC and Long Island Hispanic communities.

HISPANIC INITIATIVE
ADVISORY COUNCIL CHAIR

Eliezer Diaz
Director of Service Delivery and
Customer Services
Verizon Communications, Inc.

ADVISORY COUNCIL MEMBERS

Robert Abreu Aldo Martinez

Vice President Vice President (Retired)
Global Leadership and Diversity New York Stock Exchange Regulation, Inc.
Goldman Sachs & Co.
Dr. Herminio Martinez, PhD
Lucia Ballas-Traynor Executive Director and Professor of
Publisher Middle and High School Education People en Español hosts JANY Job
People en Español The Bronx Institute, Lehman College Shadow students as part of the JANY
Hispanic Initiative program.
Hugo Balta Xavier Romeu, Esq.
Vice President of News and News Director Senior Counsel
WJNU/Telemundo 47 New York Stock Exchange

Dr. Luisa Costa-Garro, PhD Eddie Silverio

Professor Director of Youth Services
Bank Street College of Education Alianza Dominicana

Maria Diaz Cid Wilson

Senior Vice President and Director of Equity Research
Principal Legal Counsel Kevin Dann and Partners LLC
Thomson Reuters
Honorable Adolfo Carrión, Jr.*
Rodrigo Garza Borough President
Vice President Bronx Borough, City of New York
Banorte Securities
Honorable Lorraine Cortés-Vázquez*
Rosarie P. Jean Secretary of State
Principal New York State
IS 195

*Ex Officio

An MS 324 Patria Middle School student

explores career opportunities in science
and technology at the NY Hall of Science.

17
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

corporate/school partnerships

JANY has fine-tuned the art of brokering productive and mutually beneficial relationships. Our school and business partners
understand that in a global economy, an economically stable and educated workforce is critical to increasing productivity and
fostering innovation. Strategic alliances between schools and businesses provide free curricula, volunteers and funding
resources vital to our student communities. We thank our corporate, community and school partners for creating bridges to
future economic and career success for young people.

NEW YORK CITY PARTNERSHIPS

Company School Borough/County
Amerada Hess Corporation PS 129 John H. Finely Elementary School Manhattan
1 Partnership

American Express Company Urban Assembly School of Business for Young Women Manhattan
1 Partnership

American International Group Manhattan Bridges High School Manhattan

2 Partnerships Metropolitan Corporate Academy High School Brooklyn

AT&T St. Christopher School Staten Island

1 Partnership

Banco Popular St. Joseph High School Brooklyn

1 Partnership

Bear Stearns & Co. Inc. PS 071 Rose E. Scala Elementary School Bronx
1 Partnership

Black Rock Financial Management, Inc. Baruch College Campus High School Manhattan
2 Partnerships PS 198 Isador E. Ida Straus Elementary School Manhattan

Cadwalader Wickersham & Taft LLP The High School for Public Service Brooklyn
1 Partnership

CIT Group Inc. PS 249 The Caton Elementary School Brooklyn

1 Partnership

Citi Cathedral High School Manhattan

5 Partnerships High School of Economics & Finance Manhattan
High School of Graphic Communication Arts Manhattan
Long Island City High School Queens
PS 166 Henry Gradstein Elementary School Queens

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

18
 “Individually, we are one drop. Together, we are an ocean.”
Ryunosuke Satoro

Company School Borough/County

Credit Suisse Baruch College Campus High School Manhattan
3 Partnerships PS 185 John M. Langston Elementary School Manhattan
PS 208 Alain L. Locke Elementary School Manhattan

Deloitte & Touche, LLP PS 035 Franz Siegel Elementary School Bronx
4 Partnerships PS 098 Shorac Kappock Elementary School Manhattan
PS 212 Queens Elementary School Queens
PS 249 The Caton Elementary School Brooklyn

Digitas, New York Brooklyn Preparatory High School Brooklyn

2 Partnerships The Epiphany School Manhattan

Ernst & Young, LLP Bedford Academy High School Brooklyn

7 Partnerships PS 002 Meyer London Elementary School Manhattan
PS 018 John Peter Zenger Elementary School Bronx
PS 230 Doris L. Cohen Elementary School Brooklyn
IS 195 Roberto Clemente Middle School Manhattan
MS 247 Dual Language Middle School Manhattan
MS 862 Mott Hall II Middle School Manhattan

Goldman Sachs & Co. Our Lady of Sorrows School Manhattan

3 Partnerships Sacred Heart Primary School Bronx
Transfiguration School Manhattan

HSBC Bank USA, N.A. Brooklyn Technical High School Brooklyn

4 Partnerships PS 072 Manhattan Elementary School Manhattan
PS 095 The Gravesend Elementary School Brooklyn
PS 282 Park Slope Elementary School Brooklyn

KPMG LLP Art & Design High School Manhattan

5 Partnerships Corpus Christi School Queens
PS 071 Forest Elementary School Queens
PS 101 Andrew Draper School Manhattan
PS 161 Pedro Albizu Campos Elementary School Manhattan

“81% of students who dropped out stated that if schools provided opportunities for real-world
learning (internships, service learning projects, and other opportunities), it would improve
students' chances of graduating from high school.”
Bridgeland, J.M., DiIulio Jr., J.J., & Morison, K.B.
(2006, March), The Silent Epidemic:
Perspectives of High School Dropouts
19
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

corporate/school partnerships

Company School Borough/County

McKinsey & Company, Inc. PS 071 Rose E. Scala Elementary School Bronx
1 Partnership

MetLife Newcomers High School Queens

2 Partnerships PS 112 Dutch Kills Elementary School Queens

Morgan Stanley PS 249 The Caton Elementary School Brooklyn

1 Partnership

Nara Bank PS 002 Alfred Zimberg Elementary School Queens

1 Partnership

National Grid Brooklyn Technical High School Brooklyn

3 Partnerships PS 206 Joseph F. Lamb Elementary School Brooklyn
PS 277 Gerritsen Beach Elementary School Brooklyn

NBC Universal KIPP Infinity Charter Middle School Manhattan

1 Partnership

OgilvyOne Worldwide PS 282 Park Slope Elementary School Brooklyn

1 Partnership

Oliver Wyman PS 192 Brooklyn Elementary School Brooklyn

1 Partnership

Pfizer Inc PS 034 Franklin D. Roosevelt Manhattan

2 Partnerships PS 142 Amalia Castro Elementary School Manhattan

PricewaterhouseCoopers, LLP Bronx Writing Academy Middle School Bronx

9 Partnerships Jacqueline Kennedy Onassis High School Manhattan
St. Roch School Staten Island
PS 001 Courtlandt Elementary School Bronx
PS 009 Ryer Avenue Elementary School Bronx
PS 019 The Curtis Elementary School Staten Island
PS 030 Westerleigh Elementary School Staten Island
PS 071 Rose E. Scala Elementary School Bronx
PS 276 Louis Marshall Elementary School Brooklyn

“Just before we said our goodbyes, Lance (a student) asked the teacher
if he could say a few words to us in front of the class. He thanked us for
being there, for being ‘nice people,’ and for noticing him and for giving
him credit. We were truly moved!”
Art Jurakhan
Corporate Volunteer
TIAA-CREF
20
 30,283 students served through
JANY corporate/school partnerships!

Company School Borough/County

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

The Siegfried Group PS 212 Queens Elementary School Queens

1 Partnership

Thomson Reuters Cobble Hill School of American Studies High School Brooklyn
3 Partnerships PS 002 Meyer London Elementary School Manhattan
IS 195 Roberto Clemente Middle School Manhattan

TIAA-CREF Harbor Charter School Manhattan

1 Partnership

Trinsum Group PS 198 Isador E. Ida Straus Elementary School Manhattan

1 Partnership

Verizon Communications, Inc. JHS 143 Eleanor Roosevelt Middle School Manhattan
1 Partnership

Washington Mutual PS 206 Joseph F. Lamb Elementary School Brooklyn

4 Partnerships PS 018 John Greenleaf Whittier Elementary School Staten Island
PS 166 Henry Gradstein Elementary School Queens
PS 246 Poe Center Elementary School Bronx

LONG ISLAND PARTNERSHIPS

Company School Borough/County
Citi Our Lady of Lourdes School Nassau
1 Partnership

FedEx Express East Meadow High School Nassau

3 Partnerships Martin Avenue Elementary School Nassau
Wantagh Elementary School Nassau

JP Morgan Chase/Chase Auto Finance Hempstead High School Nassau

3 Partnerships Jackson Annex Elementary School Nassau
Ludlum Elementary School Nassau

National Grid John F. Kennedy Elementary School Suffolk

3 Partnerships Riley Avenue Elementary School Suffolk
W. Tresper Clarke Middle School Nassau

Washington Mutual PS 206 Joseph F. Lamb Elementary School Brooklyn

3 Partnerships PS 018 John Greenleaf Whittier Elementary School Staten Island
PS 166 Henry Gradstein Elementary School Queens

Total NYC Corporate/School Partnerships: 79

Total Long Island Corporate/School Partnerships: 13
Total Corporate/School Partnerships: 92

21
JUNIOR ACHIEVEMENT OF NEW YORK, INC.
school partners
MANHATTAN
Elementary Schools
Amber Charter School
Harlem Day Charter School
PS 001 Alfred E. Smith Elementary School
PS 002 Meyer London Elementary School
PS 003 John Melser Charrette Elementary
School
PS 005 Ellen Lurie Elementary School
PS 011 William T. Harris Elementary School
PS 019 Asher Levy Elementary School
PS 036 Margaret Douglas Elementary School
PS 042 Benjamin Altman Elementary School
PS 063 William McKinley Elementary School
PS 072 Manhattan Elementary School
PS 084 Lillian Weber Elementary School
PS 092 Mary McCleod Bethune
Elementary School
PS 098 Shorac Kappock Elementary School
PS 110 Florence Nightingale
Elementary School
PS 115 Alexander Humboldt
Elementary School
PS 116 The Mary Lindley Murray
Elementary School
PS 124 Yung Wing Elementary School
PS 129 John H. Finely Elementary School
PS 142 Amalia Castro Elementary School
PS 153 Adam Clayton Powell
Elementary School
PS 154 Harriet Tubman Elementary School
PS 158 Bayard Taylor Elementary School
PS 161 Pedro Albizu Campos
Elementary School
PS 165 Robert E. Simon Elementary School
PS 166 The Richard Rogers School of the
Arts & Technology Elementary School
PS 173 Manhattan Elementary School
PS 175 Henry H. Garnet Elementary School
PS 183 Robert L. Stevenson
Elementary School
PS 185 John M. Langston Elementary School
PS 191 Amsterdam Elementary School
PS 194 Countee Cullen Elementary School
PS 198 Isador E. Ida Straus Elementary School
PS 199 Jessie Isador Straus Elementary School
PS 208 Alain L. Locke Elementary School
PS 212 Midtown West School
Elementary School
22
Middle Schools
KIPP Infinity Charter Middle School
KIPP Star College Prep Charter Middle School
IS 195 Roberto Clemente Middle School
JHS 045 John S. Roberts Middle School
JHS 054 Booker T. Washington Middle School
JHS 143 Eleanor Roosevelt Middle School
MS 247 Dual Language Middle School
MS 256 Academic & Athletic Excellence
Middle School
MS 324 Patria Middle School
MS 862 Mott Hall II Middle School
K-8 Schools
The Epiphany School
Harbor Charter School
Holy Name Jesus School
Our Lady of Pompeii School
Our Lady of Sorrows School
St. Gregory the Great School
Transfiguration School
IS 528 Bea Fuller Rodgers School
PS 034 Franklin D. Roosevelt School
PS 101 Andrew Draper School
PS 111 Adolph S. Ochs School
PS 140 Nathan Straus School
PS 184 Shuang Wen School
K-12 Schools
The Child School & Legacy High School
New Explorations into Science,
Technology & Math High School
High Schools
Art & Design High School
Baruch College Campus High School
Cathedral High School
City-As-School High School
East Side Community High School
Fiorello H. LaGuardia High School of
Music & Art and Performing Arts
The Heritage High School
High School for Dual Language & Asian
Studies
High School of Economics & Finance
High School of Graphic Communication Arts
High School of Hospitality Management
High School for Law & Public Service
High School for Leadership & Public Service
Jacqueline Kennedy Onassis High School
John V. Lindsay Wildcat Academy
Charter School
Legacy School for Integrated Studies
Manhattan Comprehensive Night & Day
High School
Marta Valle Secondary School
Murry Bergtraum High School for
Business Careers
Norman Thomas High School
St. Agnes Boys High School
Stuyvesant High School
Urban Assembly School of Business
for Young Women
Washington Irving High School
BROOKLYN
Elementary Schools
PS 008 Robert Fulton Elementary School
PS 011 Purvis J. Behan Elementary School
PS 016 Leonard Dunkly Elementary School
PS 018 Edward Bush Elementary School
PS 020 Clinton Hill Elementary School
PS 023 Carter C. Woodson Elementary School
PS 025 Eubie Blake Elementary School
PS 034 Oliver H. Perry Elementary School
PS 038 The Pacific Elementary School
PS 091 The Albany Avenue Elementary School
PS 092 Adrian Hegeman Elementary School
PS 095 The Gravesend Elementary School
PS 100 The Coney Island Elementary School
PS 105 Blythebourne Elementary School
PS 106 Edward Everett Hale Elementary School
PS 110 Monitor Elementary School
PS 138 Brooklyn Elementary School
PS 151 Lyndon B. Johnson Elementary School
PS 170 Lexington Elementary School
PS 188 Michael E. Berdy Elementary School
PS 192 Brooklyn Elementary School
PS 200 Benson Elementary School
PS 205 Clarion Elementary School
PS 206 Joseph F. Lamb Elementary School
PS 215 Morris H. Weiss Elementary School
PS 217 Colonel David Marcus
Elementary School

PS 226 Alfred De B. Mason
Elementary School
PS 230 Doris L. Cohen Elementary School
PS 241 Emma L. Johnston
Elementary School
PS 243 Weeksville Elementary School
PS 249 The Caton Elementary School
PS 250 George H. Lindsay
Elementary School
PS 253 Brooklyn Elementary School
PS 254 Dag Hammarskjold Elementary School
PS 262 El Hajj Malik El Shabazz
Elementary School
PS 269 Nostrand Elementary School
PS 276 Louis Marshall Elementary School
PS 277 Gerritsen Beach Elementary School
PS 282 Park Slope Elementary School
PS 298 Dr. Betty Shabazz Elementary School
PS 327 Dr. Rose B. English Elementary School
PS 335 Granville T. Woods Elementary School
PS 346 Abe Stark Elementary School
Middle Schools
IS 347 School of Humanties Middle School
IS 349 Math Science & Technology
Middle School
JHS 166 George Gershwin Middle School
JHS 220 John J. Pershing Middle School
MS 002 Brooklyn Middle School
MS 336 Urban Assembly Academy of
Business & Community Development
K-8 Schools
Beginning With Children Charter School
Trey Whitfield School
High Schools
Academy for Environmental Leadership
High School
Academy of Hospitality & Tourism
High School
Arts & Media Preparatory Academy
High School
Bedford Academy High School
Boys & Girls High School
Brooklyn Academy of Science & the
Environment High School
Brooklyn Preparatory High School
Brooklyn Technical High School
401 NYC and Long Island School Partners!
Cobble Hill School of American
Achievers!
Studies High School
Edward R. Murrow High School
Enterprise, Business & Technology
High School
George Westinghouse Career & Technical
Education High School
High School for Public Service/Heroes
of Tomorrow
High School for Service & Learning
High School of Telecommunications,
Arts & Technology
John Dewey High School
Lafayette High School
Medgar Evers College Preparatory School
Metropolitan Corporate Academy
Paul Robeson High School
Samuel J. Tilden High School
Science Skills Center High School for Science,
Technology & the Creative Arts
Sheepshead Bay High School
St. Joseph High School
Torah Academy High School
BRONX
Elementary Schools
The School of Science & Applied Learning
PS 001 Courtlandt Elementary School
PS 009 Ryer Avenue Elementary School
PS 011 Highbridge Elementary School Long Island High School Hero student
PS 018 John Peter Zenger Elementary School from Riverhead High School teaches
PS 028 Mount Hope Centennial financial literacy to Aquebogue
Elementary School Elementary School students.
PS 035 Franz Siegel Elementary School
PS 043 Jonas Bronck Elementary School
PS 053 Basheer Quisim Elementary School
“My experience with Junior
Achievement has been such a
blessing. These kids look up to
us. I think the best part is at the
end of the day where you sit
with them to color and they
come up to you with pictures
they drew for you. It’s hard
saying you won’t come back
the next day when you really
want to."
Jully Araujo
JANY High School Hero
Port Richmond High School
Staten Island
23
JUNIOR ACHIEVEMENT OF NEW YORK, INC.
school partners
PS 058 Bronx Elementary School
PS 064 Pura Belpre Elementary School
PS 071 Rose E. Scala Elementary School
PS 079 Creston Elementary School
PS 086 Kingsbridge Heights
Elementary School
PS 088 S. Silverstein Little Elementary School
PS 109 Sedgwick Elementary School
PS 126 Dr. Marjorie H. Dunbar
Elementary School
PS 130 Abram Stevens Hewitt
Elementary School
PS 153 Helen Keller Elementary School
PS 160 Walt Disney Elementary School
PS 246 Poe Center Elementary School
Middle Schools
Academy of Applied Mathematics &
Technology
Bronx Writing Academy Middle School
KIPP Academy Charter School
Urban Assembly School for Wildlife
Conservation
IS 181 Pablo Casals Middle School
IS 254 Middle School
JHS 045 Thomas C. Giordano Middle School
JHS 125 Henry Hudson Middle School
JHS 142 John Philip Sousa School
MS 201 The School for Theater, Arts
& Research
MS 206 Ann Mersereau Middle School
MS 223 The Laboratory School of Finance
& Technology
MS 343 Academy of Applied Mathematics
& Technology
K-8 Schools
Sacred Heart Primary School
PS 003 Raul Julia Micro Society School
PS 037 Multiple Intelligence School
PS 095 Sheila Mencher School
PS 214 Bronx School
PS/IS 218 Rafael Hernandez Dual Language
Magnet School
K-12 Schools
Hyde Leadership Charter School
“Dear volunteers, I am very thankful for your hard work.
Thank you for giving me knowledge of the corporate world.”
24
High Schools
Academy for Scholarship &
Entrepreneurship High School
Bronx High School of Science
Bronx Leadership Academy High School
Bronx School of Law & Finance
High School
Harry S. Truman High School
High School of Computers & Technology
New School for Arts & Science
QUEENS
Elementary Schools
Merrick Academy Charter Elementary School
PS 002 Alfred Zimberg Elementary School
PS 011 Kathryn Phelan Elementary School
PS 012 James B. Colgate Elementary School
PS 014 Fairview Elementary School
PS 033 Edward M. Funk Elementary School
PS 050 Talfourd Lawn Elementary School
PS 051 Queens Elementary School
PS 054 Hillside Elementary School
PS 071 Forest Elementary School
PS 080 Thurgood Marshall Magnet
Elementary School
PS 081 Jean Paul Richter Elementary School
PS 085 The Judge Charles Vallone
Elementary School
PS 086 Queens Elementary School
PS 088 Seneca Elementary School
PS 091 Richard Arkwright Elementary School
PS 102 Bayview Elementary School
PS 112 Dutch Kills Elementary School
PS 115 Glen Oaks Elementary School
PS 117 Joyce Keld/Briarwood
Elementary School
PS 131 Abigail Adams Elementary School
PS 135 The Bellaire Elementary School
PS 146 Howard Beach Elementary School
PS 149 Christa McAuliffe Elementary School
PS 150 Queens Elementary School
PS 152 Gwendolyn Alleyne Elementary School
PS 166 Henry Gradstein Elementary School
PS 173 Fresh Meadows Elementary School
PS 176 Cambria Heights Elementary School
PS 197 Ocean Elementary School
PS 201 Kissena Elementary School
Carlos Gonzalez
MS 080 visit to PwC
PS 203 Oakland Gardens Elementary School
PS 212 Queens Elementary School
PS 214 Cadwallader Colden
Elementary School
PS 229 Emanuel Kaplan Elementary School
PS 239 Elementary School
PS 251 Queens Elementary School
Middle Schools
IS 010 Horace Greeley Middle School
IS 073 Frank Sansivieri Intermediate School
IS 077 Middle School
IS 093 Ridgewood Middle School
IS 126 Albert Shanker School of Visual &
Performing Arts Middle School
IS 204 Oliver Wendell Holmes Middle School
IS 237 Rachel Carson Middle School
JHS 194 William Carr Middle School
MS 072 Catherine & Count Basie Middle School
MS 158 Marie Curie Middle School
MS 210 Elizabeth Blackwell Middle School
K-8 Schools
Corpus Christi School
Goldie Maple Academy
Our Lady of the Snows School
Our Lady Queen of Martyrs School
High Schools
Aviation Career & Technical Education
High School
Benjamin N. Cardozo High School
Flushing High School
Forest Hills High School
George Washington Carver High School
for the Sciences
Grover Cleveland High School
Hillcrest High School
High School for Construction, Trades,
Engineering & Architecture
Information Technology High School
Long Island City High School
Martin Van Buren High School
Newcomers High School
Queens Preparatory Academy High School
Queens Vocational & Technical High School
Richmond Hill High School
 “Approximately half of U.S. K-12 teachers incorporate some type of financial
literacy content into their classroom instruction.”
Robert F. Wagner, Jr. Secondary School for
Arts & Technology
The Academy of Finance & Enterprise
High School
Townsend Harris High School
William Cullen Bryant High School
STATEN ISLAND
Elementary Schools
PS 005 Huguenot Elementary School
PS 018 John Greenleaf Whittier
Elementary School
PS 019 The Curtis Elementary School
PS 020 Port Richmond Elementary School
PS 021 Margaret Emery-Elm Park
Elementary School
PS 030 Westerleigh Elementary School
PS 054 Charles W. Leng Elementary School
K-8 Schools
St. Christopher School
St. Roch School
St. Sylvester School
K-12 Schools
PS 080 Michael J. Petrides School
High Schools
Port Richmond High School
Susan E. Wagner High School
Tottenville High School
LONG ISLAND
Elementary Schools
Accompsett Elementary School
Andrew T. Morrow Elementary School
Aquebogue Elementary School
Archer Street Elementary School
Belmont Elementary School
Birch Lane Elementary School
Brook Avenue School
Candlewood Middle School
Dickinson Avenue Elementary School
Dogwood Elementary School
East Lake Elementary School
Fairfield Elementary School
Franklin Early Childhood Center
Grace Lutheran School
Hampton Bays Elementary School
Hemlock School
Hewlett Elementary School
Hillside Grade School
Homestead Primary School
Idle Hour Elementary School
Jackson Annex Elementary School
Jefferson Primary School
John F. Kennedy Elementary School
John P. McKenna Elementary School
Laurel Park Elementary School
Lockhart Elementary School
Locust Primary School
Ludlum Elementary School
Martin Avenue Elementary School
Meadow Elementary School
Mills Pond Elementary School
Mount Sinai Elementary School
Nassakeag Elementary School
Nathaniel Woodhull Elementary School
Nesconset Elementary School
Oakwood Primary Center
Ocean Avenue Elementary School
Oceanside School #5
Phillips Avenue Elementary School
Raymond J. Lockhart Elementary School
Riley Avenue Elementary School
Roanoke Avenue Elementary School
Ruth C. Kinney Elementary School
Santapogue Elementary School
Smithtown Elementary School
South Bay Elementary School
St. James Elementary School
Stewart Elementary School
Stratford Elementary School
Summit Lane Elementary School
Sycamore Avenue School
Tackan Elementary School
Unqua Elementary School
Wantagh Elementary School
Washington Rose Elementary School
William Floyd Elementary School
Wood Park Primary School
Middle Schools
Accompsett Middle School
Alverta B Gray Schultz Middle School
Baldwin Middle School
Berner Middle School
Burr Intermediate School
Charles A. Mulligan Intermediate School
Eagle Avenue Middle School
East Islip Middle School
Howitt Middle School
John F. Kennedy Middle School
John W. Dodd Middle School
Merrick Avenue Middle School
Middle Country Middle School
Riverhead Middle School
(2007, April 30). Study: Half of
U.S. Teachers Use Financial Literacy Content
in Class, Inside Indiana Business
Roosevelt Middle School
Sachem Middle School
Sayville Middle School
Seneca Middle School
W. Tresper Clarke Middle School
Wantagh Middle School
William Paca Middle School
Woodland Middle School
K-8 Schools
Our Lady of Lourdes School
Our Lady of Perpetual Help School
K-12 Schools
Greenport School
High Schools
Baldwin Senior High School
Calhoun High School
Commack High School
Division Avenue High School
East Islip High School
East Meadow High School
Garden City Senior High School
George W. Hewlett High School
Hempstead High School
Hicksville High School
Massapequa High School
Mattituck Junior/Senior High School
Mount Sinai High School
Northport High School
Riverhead High School
Smithtown High School East
Smithtown High School West
St. Marys High School
W. Tresper Clarke High School
West Islip High School
William Floyd High School
Young Entrepreneurs Academy
25
 JUNIOR ACHIEVEMENT OF NEW YORK, INC.

community partners

Achievers! “4.5 million lower-income individuals have no financial

savings or a bank account.”
Caskey, J.P. (2006), Can Personal Financial Management
Education Promote Asset Accumulation by the Poor?
In Networks Financial Institute at Indiana State
University, Assessing Adult Financial Literacy and
Why it Matters (pp 14-29)

One of JANY's greatest achievements is its successful cultivation of deep and

mutually beneficial partnerships with business, government, community and
educational institutions. Our After-school and Summer Youth Employment Program
(SYEP) partnerships play a vital role in our effort to reach and impact our neediest
communities. JANY’s after-school partners provide supervised, educationally enriching
JA programs to students in a safe and nurturing community environment outside of
school hours. Each summer, JANY’s SYEP partners provide much needed real-world
career exploration opportunities to New York City youth between the ages of 14 and
21. Students receive valuable career instruction, financial literacy training, academic
improvement and social growth experiences. JANY values and is proud of our
community partnerships in NYC and Long Island—a vast network of people who
care about the future of NYC and Long Island students.
Tom Bromage, Director of Program Services
at Madison Square Boys and Girls Club
(MSBGC), is JANY’s 2007-2008 Community
Partner of the Year honoree. With Tom’s
support, JANY delivered JA programs to
600 students at six different MSBGC
after-school program clubhouses.

“When you bring two entities Aspira after-school

together to work for similar program students
celebrate Lights On
goals, it increases the impact After-school at the
that both organizations have. CS-300 Bronx site.
We’re helping our young people
succeed to become well-
rounded, productive, successful
adults and a key component of
that is helping young people to
be financially literate—helping
them understand how to save,
make, earn, and borrow
money responsibly.”
Tom Bromage
Director, Program Services
Madison Square Boys and
Girls Club
26
NYC BOROUGH AFTER-SCHOOL
COMMUNITY PARTNERSHIPS
& SUMMER PROGRAMS
Academy for Environmental Leadership
Alianza Dominicana (5 Sites)
Asian American Coalition for Education
Aspira of New York, Inc. (2 Sites)
Beginning with Children Charter School
Bronx Arts Ensemble
Bronx Christian Community
Bronx Institute at Lehman College
Catholic Charities of New York
Child Center of New York (2 Sites)
Children’s Aid Society (6 Sites)
Children’s Art Science Workshop (2 Sites)
Chinese American Planning Council (3 Sites)
Church Avenue Merchants Block
Association (CAMBA) (7 Sites)
Citizens Advice Bureau (3 Sites)
Coalition for Hispanic Family Services
Community Association of
Progressive Dominicans
Crossroads Connection Inc.
Department of Youth &
Community Development
Directions for Our Youth, Inc.
East Harlem Council for Community
Improvement (EHCCI)
East New York Development
Corporation
Federation Employment &
Guidance Service (FEGS)
Flatbush Beacon Program
Freedom School
GEAR-UP! (3 Sites)
Gloria Wise Community Center
Good Shepherd Services (5 Sites)
Goodwill Industries of
Greater N.Y. & Northern N.J.
Graham Windham Star Community
Beacon Center (2 Sites)
Grand Street Settlement
Greater Ridgewood Youth Council
(7 Sites)
Harlem Children’s Zone Community Center
Harlem Day Charter School
Harlem School of the Arts
Helping Hands Christian
Community Centers
Highbridge Community Life Center, Inc.
Historic Grace Church
Hope’s Academy
Immigrant Social Services
Inwood Houses
Jacob Riis Settlement House (2 Sites)
Kingsbridge Heights Community Center
Little Flower Children & Family Services
Madison Square Boys & Girls Club
(6 Sites)
MARC Academy & Family Center
Maspeth Town Hall Community Center
(4 Sites)
New Life Child Development Center
(2 Sites)
New Settlement Apartments (2 Sites)
New York City Housing Authority (3 Sites)
NYC Mission Society (2 Sites)
Parsons Beacon Program
Phipps Community Development
Corporation
Pleasantville Youth Center
Police Athletic League (6 Sites)
Queens Public Library—Central
Rainbow After-school
Samuel Field YM/YWHA (2 Sites)
School Settlement
South Asian Youth Action
South Bronx Overall Economic
Development Corporation
South Brooklyn Youth Consortium
(2 Sites)
Southeast Bronx Neighborhood
Center (2 Sites)
Spring Creek Community Corporation
St. Ann’s Episcopal Church
St. Nicholas Neighborhood
Preservation Corporation (4 Sites)
Supportive Children's Advocacy Network
The After-School Corporation
University Settlement Beacon Program
Women’s Housing & Economic
Development Corporation
Woodside on the Move (2 Sites)
YMCA Cross Island (10 Sites)
YMCA Dodge (10 Sites)
YMCA Flatbush
YMCA Flushing
YMCA Greenpoint
YMCA Harlem
YMCA NE Brooklyn District
YMCA of Greater New York (5 Sites)
YMCA Twelve Towns (4 Sites)
YMCA West Side (4 Sites)
Young Minds Summer Camp
YWCA of NYC
NYC SUMMER YOUTH EMPLOYMENT
PROGRAM PARTNERSHIPS
Alianza Dominicana
Church Avenue Merchants
Block Association (CAMBA)
Community Association of
Progressive Dominicans
(Manhattan/Bronx)
East Harlem Council for Community
Improvement (EHCCI)
Henry Street Settlement
La Asociacion Benefica Cultural
Father Bellini
New York City Mission Society
Police Athletic League
(Brooklyn/Manhattan/Queens)
Ridgewood Bushwick Center
Southern Queens Park Association
LONG ISLAND COMMUNITY
PARTNERSHIPS
Bellmore-Merrick Childcare Program
Comsewogue Youth Club
Eager to Serve, Inc. (ETS)
Family Service League
Farmingdale Youth Council
Gateway Youth Outreach
Glen Cove Entrepreneurship Academy
Glen Cove Youth Bureau
Great Neck Community Center
Huntington Youth Bureau
Interfaith Nutrition Network
Manhasset/Great Neck EOC
Community Center
Project Excel-Huntington
Smithtown Youth Bureau
SNAP-Long Island (2 Sites)
The Rehabilitation Institute, Inc.
Tri Commmunity & Youth Agency
27
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

fundraising events

leadership gala review

JANY’s fundraising events generate the revenue required to
offer our programs and experiences free of cost to school and
community partner organizations. JANY events mobilize our
supporters to raise money while participating in fun, celebratory
activities. Fundraising events foster collaborative teamwork and
valuable networking opportunities. We thank our supporters who
helped to make the 2007-2008 fiscal year successful.

Over $2.3 million was raised by over 9,000 fundraising event

participants during the course of the year.

Fundraising highlights include the fall 2007 JANY Leadership

Awards Gala celebrating honorees:

Business Leader of the Year

G. Chris Andersen
Founder & Partner, G. C. Andersen Partners LLC

Student Leader of the Year

Akansha Gawade
Class of 2007
Susan Wagner High School, Staten Island stock market challenge
Volunteer of the Year The Third Annual JANY Stock Market Challenge,
Robert Moore presented by sponsor company Merrill Lynch, is part
Vice President, National Grid/KeySpan Corporation educational experience and part fundraiser. Associate
Sponsor Best Buy presented the Student Stock Market
Educators of the Year Challenge. Carol Anne Riddell, WNBC Education Reporter,
Nathan Smith & Kate Mehok emceed this fast-paced simulated trading competition. The goal
was to create the highest net worth by the end of the event.
KIPP STAR Academy, Harlem
Eighteen teams from more than nine NYC high schools competed
to win the coveted JANY Student Stock Market Challenge prizes.
Community Partner of the Year First-time competitor, Magen David Yeshivah High School in
Yolande Van Putten Brooklyn took first-place honors.
Program Director
Children’s Aid Society, Drew Hamilton Learning Center Later in the evening, more than 25 corporate teams participated
in the fundraising portion of the competition—The Corporate
The Gala raised $655,000 to support the economic education of Stock Market Challenge. Lee Hawkins, CNBC on-air
NYC and Long Island’s future business leaders. contributor and Wall Street Journal Staff Reporter
presided as emcee. The corporate teams raised $70,000 in
support of JANY. For the third year in a row, a Best Buy
corporate team took first-place honors.

28
 “When you hold a torch to light another’s
path you brighten your own.”
Ben Sweetland
Author

golf classic bowl-a-thons

JANY’s Long Island Golf Event and the Westchester Golf Junior Achievement Bowl-A-Thons—Parties with a Purpose—
Classic raised $310,000. are a long-standing corporate fundraising tradition combining
competition and team work. With your support, every Bowl-A-
The May Long Island Golf Event, sponsored by Terex, FedEx Thon funds the education and future of NYC and Long Island
and Network Infrastructure, attracted 60 golf enthusiasts to students. In total, 32 companies (8,500 participants) raised
the Crab Meadow Golf Course in Northport, Long Island. more than $1.7 million to support the JANY mission during the
The June Westchester Golf Classic sponsored by Accenture 2007-2008 fiscal year. The following companies generated the
and Pfizer attracted 180 corporate golf participants to the highest cash contributions through Bowl-A-Thon events.
Westchester Country Club.
STRIKE! ($250,000+) ACTION ($30,000+)
American Express Company American International Group
Deloitte & Touche LLP
ANCHOR ($100,000+) Pfizer Inc
Citibank, N.A.
Goldman Sachs & Co. SPLASHER! ($15,000+)
HSBC Bank USA, N.A. Accenture
Ace Overseas General
CHARGE ($70,000+) Verizon Communications, Inc.
Ernst & Young, LLP Washington Mutual
KPMG LLP
MetLife Bowl-A-Thon Prize Sponsor
National Grid American Airlines

TRIPLE TUMBLER ($50,000+)

Credit Suisse
JPMorgan Chase & Co.
The Bank of New York
Mellon Corporation
Thomson Reuters

Corporate supporters at the Westchester Golf Classic.

The Bank of New York Mellon Corp. Bowl-A-Thon supporters

raise money for JANY programs.
29
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

financial statements

The following represent excerpts of the financial statements of Junior Achievement of New York, Inc. as of and for the years
ended June 30, 2008 and 2007. The complete set of financial statements have been examined by our independent auditors,
KPMG LLP, upon which they have issued an unqualified opinion. These financial statements, including our independent auditors’
report, are on file with Junior Achievement of New York, Inc. and are available upon request.

Please write to: Junior Achievement of New York, Inc., 205 East 42nd Street, Suite 203, New York, NY 10017. You may also call
212.907.0035 or e-mail us at Audit@jany.org.

Statements of Financial Position

June 30, 2008 and 2007

ASSETS 2008 2007

Cash and cash equivalents $ 754,445 $ 899,599
Contributions and special events receivable, net 1,831,890 900,486
Inventory 106,552 74,783
Prepaid expenses and other assets 45,454 47,158
Fixed assets, net 330,440 455,872
Total assets $3,068,781 $2,377,898

LIABILITIES AND NET ASSETS

Accounts payable and accrued expenses $ 479,196 $ 266,432
Deferred revenue 64,600 12,000
Deferred rent obligation 133,201 168,751
Obligation under capital lease 38,414 82,864
Total liabilities 715,411 530,047

Unrestricted net assets 1,484,624 1,481,894

Temporarily restricted net assets 611,246 108,457
Permanently restricted net assets 257,500 257,500
Total net assets 2,353,370 1,847,851
Total liabilities and net assets $3,068,781 $2,377,898

30
Statements of Activities
Years ended June 30, 2008 and 2007

FISCAL YEAR 2008 2007

Temporarily Permanently
Unrestricted restricted restricted Total Total
REVENUE
Support revenue:
Contributions (net of participation payments
of $45,623 in 2008 and $46,112 in 2007) $1,840,994 $ 843,727 $ — $2,684,721 $2,009,541
Contributed assets — — — — —
Donated services 254,862 — — 254,862 542,655
Total support revenue 2,095,856 843,727 — 2,939,583 2,552,196
Special events and other revenue:
Special events income (net of direct
expenses and participation payments of
$574,688 in 2008 and $695,653 in 2007) 2,225,503 — — 2,225,503 2,186,578
Interest and other income 18,506 — — 18,506 21,262
Total special events and other revenue 2,244,009 — — 2,244,009 2,207,840
Net assets released from restriction 340,938 (340,938) — — —
Total revenue 4,680,803 502,789 — 5,183,592 4,760,036

EXPENSE
Program services:
High school programs 555,132 — — 555,132 536,577
Middle school programs 509,746 — — 509,746 315,549
Elementary school programs 2,223,810 — — 2,223,810 2,211,379
Total program services 3,288,688 — — 3,288,688 3,063,505
Supporting services:
Management and general 612,823 — — 612,823 517,732
Fund-raising:
Volunteer recruiting costs 205,836 — — 205,836 324,629
General solicitation of funds 570,726 — — 570,726 809,851
Total supporting services 1,389,385 — — 1,389,385 1,652,212
Total expenses 4,678,073 — — 4,678,073 4,715,717
Increase (decrease) in net assets 2,730 502,789 — 505,519 44,319
Net assets at beginning of year 1,481,894 108,457 257,500 1,847,851 1,803,532
Net assets at end of year $1,484,624 $ 611,246 $257,500 $2,353,370 $1,847,851

31
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

business investors
I truly believe that my JA
student experience was a
major guiding force in my
decision to enter the
corporate sector.
Sharon Cates-Williams, JA Alum
Chief Information Officer
and Commissioner
Department of Information
Technology for Suffolk County
INDUSTRY LEADER–($250,000+) MAJOR INVESTOR–($25,000+)
American International Group Ace American Insurance Co.
Anonymous
PACESETTER–($100,000+) Banco Popular
American Express Company Best Buy Children’s Foundation
Credit Suisse The C. George Van Kampen Foundation
Ernst & Young, LLP Citi PROVIDER–($5,000+)
Goldman Sachs & Co. Deutsch Inc. A/Z Corporation
ING Disney Worldwide Outreach Bank of America
Pfizer Inc FedEx Express BCD Travel
PricewaterhouseCoopers, LLP G.C. Andersen Partners, LLC BMC Software
HSBC Holdings PLC Cushman & Wakefield, Inc.
JP Morgan Chase EMC Corporation
TRENDSETTER–($50,000+)
McKinsey & Company, Inc. G. E. Foundation
Accenture Merrill Lynch & Co., Inc. Gilbane Building Company
Acturial Foundation Merrill Lynch & Co. Foundation, Inc. Henry Street Settlement
American Express Foundation MetLife Huron Consulting Group
The Bank of New York Mellon Corporation Pitney Bowes The Kupferberg Foundation
Cadwalader, Wickersham & Taft LLP Reuters America Macy’s East
Citi Foundation Washington Mutual Network Infrastructure Inc.
Deloitte & Touche LLP Pershing LLC
HSBC Bank USA, N.A.* PARTNER–($15,000+) Pfizer Foundation
JPMorgan Chase Foundation PGA Tour, Inc.
KPMG LLP Barclays Capital
Boston Consulting Group Rent-A-Center
MetLife Foundation Sagarika Foundation
National Grid Con Edison
Morgan Stanley The Staten Island Foundation
The New York Stock Xerox Corporation U.S.A.
Exchange Foundation, Inc. Nara Bank
Terex Corporation National Grid/KeySpan Foundation
Thomson Financial Paul Hastings, Janofsky, & Walker, LLP STAKEHOLDER–($2,500+)
Verizon Communications, Inc. Risk Metrics Avis Rent-A-Car System, Inc.
Viscogliosi Bros., LLC Verizon Foundation CIT Group Inc.
Cohen & Perfetto LLP
ENTREPRENEUR–($10,000+) Hewitt Associates LLC
Achievement Foundation Kenneth O. Wille & Associates, Inc.
Amerada Hess Corporation Kling Stubbins
*HSBC is a top-tier global partner Best Buy Co., Inc. The Mark Edward Freitas Foundation
of JA Worldwide.
BlackRock Financial Management, Inc. Sourcecorp Management, L.P.
Blank Rome LLP Sylvan & Ann Oestreicher Foundation, Inc.
Bovis Lend Lease LMB, Inc. Tarlton General Contractors
CBS Corporation The Von Damm Family
Clifford Chance US LLP Evergreen Foundation
Cognizant Technology Solutions Wheels Inc.
Digitas, New York The Xerox Foundation
General Electric Company
New York Life Insurance Foundation
Patterson Belknap Webb & Tyler LLP
Paul Hastings, Janofsky & Walker
The Sidney Milton & Leoma Simon Foundation
Weil, Gotshal & Manges Foundation Inc.
Whitney Group, LLC
Wolf, Block, Schorr and Solis-Cohen LLP

“Connecting with JA really helped me to find my calling. It was through the

JA experience that I became more interested in economics and business.”
Sally Durdan, JA Alum
Chief Financial Officer—Retail Financial Services
JPMorgan Chase
32
 “Investing in (children) is not a national luxury or a national choice. It is a national necessity.”
SPONSOR–($1,000+)
Affiliated Computer Services, Inc.
Aid Associates Inc.
Allmet, Inc.
ASM Mechanical Systems
Atlantic Coast Metalizing & Coating Corp.
Atlantic Hoisting & Scaffolding, Inc.
Bancker Construction Corp.
Bay Crane Inc.
Bilzin Sumberg Baena Price & Axelrod LLP
Churchill Financial LLP
Cleary, Gottlieb, Steen & Hamilton
Coordinated Metals Inc.
Cost Containment Advisors Inc.
Criterion Group, LLC
Cullen & Dykman, LLP
Delta National Bank & Trust Company
of New York
E-J Electric Installation Co.
Elite Floors, Inc.
First Data Corporation
Five Star Electric Corp.
Frederick W. McCarthy Family
Foundation Trust
Fujitec New York
HDG Consulting Inc.
Hawkeye, LLC
Heidrick & Struggles, Inc.
Hilb Rogal & Hobbs
Hip Hop Has Heart Foundation
Hochman Family Foundation
IBM Corporation
Island Acoustics LLC
Island Drafting & Technical Institute
Island Federal Credit Union
Jackson Lewis
Jaffe & Asher, LLP
Jaspan Schlesinger Hoffman LLP
Jon & Abby Winkelried Foundation
Laborers International Union of
North America
Mainline Information Systems, Inc.
The McKinney Charitable Trust
Mason Industries, Inc.
Mitsubishi Trust & Banking
Corporation U.S.A.
Musculoskeletal Clinical Regulatory
Advisers, LLC
Nationwide Credit, Inc.
NCO Financial Systems Inc.
Newtown Corporation
North Jersey Development Group, Inc.
Papp Iron Works, Inc.
Paradigm Spine, LLC
Parkview Plumbing & Heating, Inc.
Petersen Geller Spurge, Inc.
Port Morris Tile & Marble Corp.
Prince Carpentry, Inc.
R & J Construction Corp.
Rael Automatic Sprinkler Company, Inc.
Rep Heating & Air Conditioning Co., Inc.
Rocha Construction & Development
Ross Consulting Group
Samson Construction Co, Inc.
Sankel, Skurman & McCartin, LLP
Select Equity Group, Inc.
Signature Bank
Small Bone Innovations
SNS Energy Distribution
Sorbara Construction Corp.
Star Industrial Service Company
Tanenbaum-Harper Co., Inc.
The Wagner Family Foundation
The Whitehead Foundation
Thomas C. Blum Channel Capital LLC
United Recovery Systems, Inc.
Urban Foundation Engineering, LLC
V.A.L. Floors Inc.
ACHIEVER–($500+)
A. C. Associates
A. Ottavino Corporation
Affordable Cesspool Sewer & Drain
Service, Inc.
Altronix Corporation
AM&G Waterproofing LLC
American Industries Corp.
Awisco New York Corp.
Becket & Lee, LLP
Berken Building Company
CAC of New York, Inc.
Canon Business Solutions
Centipede Corporation
Champion Garage Management Corp.
Chemical Specifics, Inc.
Chuhak & Tecson, P.C.
Ciampa Management Corporation
Commerce Bank
Dunkin’ Donuts/Baskin Robbins
Durst Organization L.P.
Eagle One Roofing Contractors, Inc.
Eagle Scaffolding Services Inc.
G. C. Ironworks
GC Services
Hallen Construction Company, Inc.
Harbor Island Contracting, Inc.
Healthplex Inc.
Institutional Marketing Concepts, Inc.
Interior Management, Inc.
L & L Painting Company, Inc.
Lenmark Co., LLC
Mad River Bar & Grill
Mayer Brown LLP
McKee Nelson LLP
MDG Design & Construction LLC
Meyner & Landis, LLP
The Montran Corporation
Nordic Interior, Inc.
Marion Wright Edelman
The Northern Trust Company
Oskar & Elfriede Lewnowski
P & G Equities, LLC
Patella Construction Corp.
Perfetto Contracting Company, Inc.
Precast Systems, Inc.
Presentation Excellence
Project Control Associates, Inc.
Regional Appraisal Assoc., Inc.
Reilly Family Foundation
Rick Steiner Fell & Benowitz LLP
S & C Products Corp.
Sims Steel Corporation
Skyline Steel Corp.
Spring O’Brien & Company Inc.
Stein, Weiner & Roth, L.L.P.
Stewart Title Insurance Co.
Surveys & Analysis, Inc.
Swiss Re Life & Health America Inc.
The Sawcutter Associates
Total Credit Recovery Limited
Triple S Air Systems, Inc.
Two Montgomery Property LLC
Veri Oro Inc.
The Vidal Partnership, Inc.
Westhampton Property Associates, Inc.
ASSOCIATE–Under $500
We gratefully acknowledge the 63 donors
in this category who contributed gifts
totalling $16,500.
Gifts-In-Kind
We gratefully acknowledge the generous
support of the following companies and
business professionals for in-kind contri-
butions, products and services totaling
$254,862, donated during the 2007-2008
fiscal year.
American Airlines
American Express Company
American International Group
Cadwalader, Wickersham & Taft LLP
Chadbourne & Parke LLP
Credit Suisse
David Vinjamuri
Deloitte & Touche
Edelman
FedEx Express
HSBC Bank USA, N.A.
Joshua Weitzman
MetLife
National Grid
Pfizer Inc.
PricewaterhouseCoopers, LLP
Shearman & Sterling LLP
Slaz Design
33
JUNIOR ACHIEVEMENT OF NEW YORK, INC.

individual investors

ADVOCATE–($10,000+) Sharon Rowlands Lauren Lian

Dennis J. Block Mark Shapiro Craig Lowry
Charles R. Borrok Marc Sheinbaum Sophia Lundberg
Louis J. Briskman Kim Wagner Donald H. MacNeal
Ronald Defeo Douglas M. Worman Anna Maisonet
Peggy Fechtmann Joanne Zaiac Aldo J. Martinez
James Flanagan Karen McDermott
William Janetschek ADVISOR–($1,000+) John Milbank
Gavin G. O’Connor Eric Anderson Alex Montagu
Richard J. Poccia Philip Armstrong Gennaro Nappi
Paul Schreiber Nhi Au Barbara Niemczyk
H Ronald Weissman Andy Berndt David Obstler
Anré Williams William Brennan Sean Pattwell
Lai Chu James Rawlings
PRINCIPAL–($5,000+) Frank Comerford Jonathan Rhine
Dan Cornelius Laura Riddell
Les Baer Dayna Rocco
Kevin Barr Malcom Ross
Gary M. Binstein Kenneth Samu
John J. Boyle Ian S. Schachter
David Dew JA helped me to see the Douglas E. Schallau
Peter Egan Betsy Sears
Steven R. Frank
diversity of opportunities
Michael Simms
Nancy C. Gardner available to me in the world Robert Sobel
Peter K. Ingerman if I were to remain focused Christopher Steamer
Larry Leva and do well in school. John Twite
Stephen J. Liguori Virginia Veras
Craig Lowery Sharon Joseph Paul Vigilante
Maura Markus JA Alum Robin Vince
Kenneth E. Newman Chief Executive Officer
Harlem Lanes Judy York
Bob Tone
MENTOR–($500+)
COUNSELOR–($2,500+)
Joseph K. Azelby
Pervez Bamji Yehuda Backer
Samuel Chapin Michael J. DeStefano Elba Baez
Vince Chicarelli Richard Freitas Susan E. Balogh
Kenneth Daly Cindy Gavin William J. Barrett
Michael P. Duda Lawrence E. Golub Sally Ann Bartels
Leslie V. Godridge Stephanie Hattiangadi Cecelia Block
Gary S. Goldstein Paul Higbee Ken Blomster
Steve Hasker Shimmie Horn Renee Borchardt
John Keogh Paul Huchro Dan Bornstein
Peter F. Kirn Michele Imbasciani Bud Brazee
George Klett Sandra W. Jackson Ryan Brist
Phillip K. Lynch Nelson Jimenez Patricia A. Brown
Thomas McGuire James W. Johnston Joseph Bruton
Nanette Malebranche Ami Kaplan Clayton Burton
Lisa Martin Brian Keenan Anne J. Caldwell
Bruce Miller John Keller Richard P. Caporaso
Ramona Morales William Kenney Robert B. Catell
Neil Radey Alex Kullman Michael W. Chin
Jack J. Ribeiro Thomas A. Leipzig Helen Chiu

34
 “The foundation of every state is the
education of its youth.”
Diogenes Laertius

Donna Coallier Richard Montalbano

Achievers!
Jeffrey Conciatori Christopher Morin
Marc S. Dieli Bruno Moschetta
Peggy Doherty Paul Munter
Mary K. Duke Michael Murphy
Howard Feinglass Quamrun Naher
Jennifer Fox William Omara
Jason Freund Kirsten Orthun
Lawrence Fuchs Joe Palumbo
Iwao Fusillo Gene Pang
Sandra Lief Garrett Edwin J. Pisani
John Godfrey Anthony Principato
Geoff Goldman Joseph J. Prochaska
Mike Greenstein Consuelo Prol-Sexton
Scott Hadfield Ashley Reda
Marnie Hampton Kevin Reilly
Brian Hegarty Gregory Rice
Christopher T. Hemmer Carol Richardson
James N. Heston John Rushing
Sharon Hiam John Salamun
Bryan Hoffman Luis Salazar
Teresa E. Holliday Paul J. Salerno
Claudia Holz Melinda M. Schachte
Angelo A. Incorvaia Michael Schoenhaut
Nikkia Jackson Nan C. Schubel
David W. Kamin Kenneth W. Schwab
Howard A. Kaplan Kevin Seaman
Bob Kelley PC Sekar
J. T. Kelly Larry Shorter Student Jason Hoating with 2006-2007
Michael Kelly Abraham Silberstein JANY Community Partner of the Year,
Steven Kessler Balwinder Singh Yolande Van Putten, Director, OSR
Colleen Kipfstuhl Chad Soares Programs, Drew Hamilton Learning
Brian Klasewitz Laurence Stein Center, Harlem.
Stephen Kramarsky Martin Teevan
Lewis Kramer Michael P. Titta
Wai Kuen Lam Suzanne Townsen “Junior Achievement has
Kathy Kushinsky Greg Tusar taught me a lot. I learned that
W. Lee John Verdonck
Valerie Leeder John Wady you have to handle money
Lawrence J. Levine Paul Watterson very well. If you don’t, it goes
John Loughnane Stuart Welburn away fast.”
Vikesh Mahendroo Patrick M. Wilkinson
Riccardo A. Mancuso Rose E. Wolf Jason Hoating
David J. Manning Marlon P. Young 7th Grade
Drew Hamilton
Jeffrey Marcus Tony Zumbo
Learning Center
Tamara Mathis After-School Program
Gerard Mattia ASSOCIATE–Under $500
Thomas H. Mattox We gratefully acknowledge our 357 donors
Stephen McCreary, Jr. in this category who contributed gifts
Graeme McEvoy totalling $84,428.
William McMahon
Joel Mesznik

35
Achi ev ers !
’’
Enthusiasm is one of the most
powerful engines of success.
Nothing great was ever

’’
achieved without enthusiasm.

Ralph Waldo Emerson

New York City Junior Achievement of New York, Inc. gratefully acknowledges the
205 East 42nd Street following people and companies for their participation and work
Suite 203 in creating this Annual Report:
New York, NY 10017
Telephone: 212.949.5269 Design
Fax: 212.949.5262 Fillit Communications www.fillitcomm.com

Long Island Special Thanks

250 Willis Avenue JANY Staff, past and present.
Lower Level Featured on the 2008 JANY Annual Report cover—2008 JANY
Roslyn Heights, NY 11577 Summer interns Erica & Nadia; and Brandon & Sincere, Bedford
Telephone: 516.625.9053 Academy High School JANY Summer Program students.
Fax: 516.625.9077
www.jany.org Photography
The JANY 2007-2008 Photo Archive Collection
JANY participates in the by Jacqueline Dolly and Patrick Andrade
BBB Charity Seal Program,
a symbol to donors that
our organization has
met the 20 Standards for
Charity Accountability.