ANNUAL REP ORT 2014 JUMA STRIVES TO BREAK THE CYCLE OF POVERT Y BY PAV I N G T H E WAY TO WORK, EDUCATION, AND FINAN CIAL CAPABILIT Y FOR YOUTH ACROSS AMERICA.
JUMA VENTURES ANNUAL REPORT YEAR ENDING 12.31.2014
2 / LETTER FROM OUR CEO 4 / THE JUMA MODEL 6 / YEAR IN NUMBERS 8 / NEW ENTERPRISE FLOURISHES AT LEVI’S STADIUM 8 / THE STORY OF SCALING UP AND SCALING DOWN 9 / NATIONAL EXPANSION 10 / PILOT PROGRAMS 11 / ASSET BUILDING 12 / JUMA SAN FRANCISCO 13 / JUMA OAKLAND 14 / JUMA SAN DIEGO 15 / JUMA SEATTLE 16 / JUMA NEW ORLEANS 17 / ALUMNI STORY: LORENZO ROBLETO 18 / STATEMENT OF ACTIVITIES & BALANCE SHEET 20 / SPONSOR+DONOR LIST 24 / STAFF, BOARD & OFFICES
JUMA BELIEVES THAT THE WORLD’S GREATEST SOCIAL SERVICE IS A JOB. AT A JOB, YOU LEARN TO SHOW UP ON TIME, TAKE PERSONAL RESPONSIBILIT Y AND BECOME A LEADER.
LETTER FROM OUR CEO
JUMA STARTED
We understood then, as we do now after employing nearly I N 1 9 9 3 A S 5,000 low-income youth, that the world’s greatest social service is a job. Yet in 2014 A N E N T E R P R I S E T O while the economy continued to recover from the recession, P R O V I D E W O R K it became increasingly clear to us that not everyone F O R A T - R I S K Y O U T H . is benefiting from the economic growth. The youth unemployment rate remained remarkably high across the country and a staggering 5.6 million young Americans (aged 16-24) were disconnected from both school and work. By giving low-income youth a first job, academic support, financial education and college savings accounts, Juma’s goal is to ensure that all young people have the opportunity to gain the qualifications, experience and soft skills necessary to compete for jobs in the 21st century economy. We want to raise the bar for our youth and empower them to create career pathways that enable them to live happy, productive and prosperous lives. We are proud of another strong year. The year 2014 saw the continued expansion of Juma’s concessions businesses into Levi’s Stadium in Santa Clara, a deepening of our ‘collective impact’ education partnerships in New Orleans and Seattle and many lessons learned from our CollegeSet and Aspire programs. As you will see demonstrated in the stories throughout this annual report, Juma is growing, innovating and transforming young lives thanks to your support. Youth from low-income households who were contemplating dropping out of high school are now finding that with Juma, there is hope. They are breaking the cycle of poverty experienced by their families.
In 2014, Juma employed nearly 700 youth, who opened and managed bank accounts and gained the support they needed to access and succeed in college. They earned close to $925,000 in wages and saved $230,000 for college. 98% graduated from high school and 91% of those graduates transitioned to post-secondary education. And major league sports teams across the country are getting excited by the impact of Juma’s program on youth in their local communities. As I enter my 10th year as CEO with Juma Ventures, I am thrilled by what we have accomplished and excited by what is still to come. With an entrepreneurial spirit, we find ourselves in the position to provide jobs to a growing segment of young people who are not in school or working, lend our expertise to nonprofit partners across the nation, and pilot new ways to promote youth asset building, all while still delivering on our core competencies. I am grateful for every one of our staff, board members, donors and partners who are helping Juma achieve its mission to break the cycle of poverty by paving the way to work, education, and financial capability for youth across America. The winning combination of a solid program model, growing family of community partners and supporters, and national investments is the key to helping low-income youth to achieve their dreams of a college education and successful career.
With gratitude,
DR. MARC SPENCER CHIEF EXECUTIVE OFFICER
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THE JUMA MODEL In 1993, Juma Ventures became the first nonprofit organization to own and operate a commercial franchise — a single Ben & Jerry’s ice cream shop in San Francisco. Since then, Juma has grown into a nationally-recognized youth development organization serving nearly 700 low-income students in 2014 in seven cities — New Orleans, New York City, Oakland, San Diego, San Francisco, Santa Clara, and Seattle. Juma’s comprehensive, results-oriented program empowers low-income youth to transcend challenging circumstances, fulfill their inherent potential, and positively impact their communities. The target population include students that are low-income and aspire to be the first in their family to go to college. Juma offers three unique but complementary program components designed to help our students succeed in high school, college and beyond:
WHY WE WORK For low-income youth who will be the first in their family to attend college, we provide opportunities that prepare them for adulthood. Juma is a staircase to society, a stepping stone from high school to the real world. We make the connection from education to work, and we make education a reality with college savings.
EARN: EMPLOYMENT Juma employs hundreds of youth as vendors, ice cream scoopers and baristas at its 13 social enterprise operations at major sporting venues nationwide. Employment opportunities are offered year-round and provide training and hands-on skill building in customer service, cash transactions, work readiness, and personal responsibility. Students receive on-the-job training and supervision from adult staff and high-performing youth are promoted into leadership positions. On average, our youth earn $1,000 per year. LEARN: EDUCATIONAL SUPPORT College access and retention support services encourage students to attend and stay in college. Juma youth develop an education plan that ensures that youth are working toward completion of credits they need to enroll in post-secondary education. Youth participate in college and career tours and SAT prep courses, receive assistance with college and financial aid applications, and benefit from after-school tutoring. SAVE: FINANCIAL CAPABILITY Research shows that even small amounts of savings can help level the playing field for low-income youth, increasing both their aspirations and their likelihood of college matriculation. Juma opens a college savings account for each student in our program, and provides those students with financial capability training to ensure they use those accounts wisely. Juma matches every dollar a student saves two-to-one, turning $1,000 into $3,000 for tuition, textbooks or other educational expenses.
EARN Job
LEARN Tutoring College Access
MODEL
SAVE Matched Savings Account Financial Capability
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YEAR IN NUMBERS IN 2014: 694 low-income youth employed 12,572 shifts worked $924,868 youth wages earned $3,210,331 social enterprise revenue 184 Matched College Savings Accounts opened $230,314 youth savings
SINCE 1993: 4.7K low-income youth employed $5M youth wages earned $23M social enterprise revenue $3M youth savings
IN 2014: 98% of Juma youth graduated from high school 91% of Juma youth enrolled in post-secondary education
*
88% first-in-family to attend college Male
34%
92% low to moderate income
Female
* Number includes students from our Pathways and CollegeSet programs.
66%
Middle Eastern/Arab
1% White/European American
3.5%
Pacific Islander
7%
Hispanic/Latino
26.0% Other
1%
Multiracial
4% Asian
27%
African American/Black
30.5%
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NEW ENTERPRISE FLOURISHES AT LEVI’S STADIUM
THE STORY OF SCALING UP AND SCALING DOWN
In 2014, Juma saw some major wins in our efforts to expand and serve more youth. Juma built on our longstanding partnership with the national hospitality company, Centerplate, and launched a new social enterprise operation in Santa Clara with the grand opening of the 49ers’ Levi’s Stadium.
Over the past three years, Juma has experienced historical growth of our social enterprises. We’ve launched social enterprises in three new markets, New Orleans, Seattle and Santa Clara, developed new programming with Aspire and YouthMade (see page 11), and opened match savings accounts for more than 1,000 students through CollegeSet. During 2014, we took a moment to reflect on what we have achieved, the keys to our success and the sustainability challenges inherent to scaling high-impact programs.
Levi’s Stadium enjoyed a successful inaugural year of sold out games which meant record sales for our 108 newly employed Santa Clara youth. Students learned and demonstrated remarkable customer service skills and professionalism, working 409 shifts, and earning over $65,000. These successes could not have been realized without key brand partners like Nestle and Peet’s Coffee & Tea. We are also excited about our growing relationships with local education support partners, Breakthrough Silicon Valley, Downtown College Prep, Eastside College Prep, and Silicon Valley Children’s Fund, who provided the support necessary for recruiting South-Bay based, low-income youth who aspire to go to college.
NATIONAL EXPANSION We are proud to say that the opening of Levi’s Stadium brought our national footprint to a total of seven cities and 13 enterprises. In 2014, we employed 694 youth, a significant achievement during what has been the country’s worst youth unemployment crisis since the Great Depression. We also posted another enterprise revenue record at $3.2 million where youth earned nearly $1 million in wages. With just under half the organization’s revenue generating from youth social enterprises, Juma strives to continue growing and impacting the lives of low-income youth across the country. When Juma approached the Surdna Foundation for support with its national expansion in 2012, our request was based on the premise that establishing a national partnership with a major hospitality company would open doors to site replication. Today, we are proud to be strengthening our collaborations with hospitality partners like Centerplate, Aramark, Legends, Levy, Ovations Food Service, and Delaware North Corporation to create meaningful first work experiences for low-income youth across the country. We are also developing meaningful collaborations with brand partners such as Nestle, Peet’s Coffee & Tea and
Starbucks, who not only supply Juma with their product but are also helping to ensure that Juma youth are trained and learn how to deliver high quality customer service. Critical to achieving our scale has been the adoption of a ‘collective impact’ approach. By leveraging partnerships with high-performing local nonprofit and charter management organizations to provide education services and case management support, we have been able to focus our resources on our core competencies of workforce development and financial capability. As we moved into our second and third years of partnership with these organizations, we have learned the importance of investing in strong relationships, a shared agenda and a joint commitment to impact evaluation. This ensures that all organizations can be responsive to the needs of the youth. With national support from the TK Foundation, Juma is now setting its sights on operating in nine cities across the United States. More expansion can be expected in 2015 with growth into new cities and venues, including New York City’s Yankee Stadium, Sacramento’s Golden 1 Center, and San Jose’s Avaya and Spartan Stadiums. Our dream is that in the 23 cities that are home to major league baseball, the Juma model will be in play. In these parks and stadiums, low-income young people will have a real opportunity to get their first job, save for college and get on track for a lifetime of opportunity and success.
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PILOT PROGRAMS: ASPIRE AND YOUTHMADE
In an effort to focus on scalable and sustainable activities, we decided to wind down two pilot programs, Aspire and YouthMade. Aspire provided education services to a younger population of youth than Juma has historically served. And YouthMade was an attempt to create a pipeline of jobs in the manufacturing industry for youth graduating from Juma’s high school program. Having incubated the model and developed curriculum and expertise, we decided to hand over the operations of the YouthMade program to our partner organizations in San Francisco (SFMade), New York City (Southwest Brooklyn Industrial Development Corporation), and New Orleans (NOLA Business Alliance) who are committed to providing internship opportunities to low-income youth in the local manufacturing sector. As the students in the Aspire program enter their junior year in 2015, they will continue to be served by the Juma San Francisco program (see page 12).
ASSET BUILDING
As the first organization in the United States to provide financial capability and Individual Development Accounts (Matched College Savings Accounts) to teens, Juma is a pioneer in the asset building sector. Since 1995, youth working in our ballparks have been given the opportunity to leverage their hard-earned income with a 2:1 match from public and private sources. We know that these college savings accounts help reduce the financial barriers to a college education and help to chart a path toward economic security. In the first three years of the CollegeSet initiative supported by Blackrock, Juma opened savings accounts for 1,275 students across the United States—and put more than $1.5 million into those accounts for tuition and other educational expenses. CollegeSet leveraged the academic support services provided by our local nonprofit partners and combined them with a financial capability program that measurably improved the college graduation rate for low-income students. Excited by the impact of the CollegeSet program, in late 2014, we began a process of identifying new ways to scale and replicate our successful CollegeSet model. While fundraising the private match dollars continues to be a challenge in 2015, Juma will assess the feasibility of launching a marketing campaign to attract individual donors wanting to support youth savers. Juma will also focus on supporting municipalities that want to open children’s savings accounts and need technical assistance from Juma’s 20 years of experience in the asset-building field.
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Juma students on a college tour of Sacramento State University.
JUMA SAN FRANCISCO “Juma has helped me improve my confidence and reduce my shyness a lot,” said Juma student, Mayra T. “ When I started high school I was one of the most shy and socially awkward people. While working in the ballpark as a vendor, I forced myself to get out of my comfort zone. I never could have imagined myself shouting ‘Corn Dogs!’ in front of hundreds of people. Even though I still might blush when I present in front of people and get nervous sometimes, I now finally have the confidence I had longed for since the beginning of high school, and I thank everyone at Juma for that.” Juma San Francisco had many highlights in 2014 across all areas of our work: Education support, Employment, and Financial Capability. We successfully partnered with San Francisco high schools, including Galileo High School, Mission High School, Balboa High School, Lowell High School to recruit low-income youth with dreams of being the first in their family to go to college. We are proud that 97 percent of our San Francisco senior students graduated from high school and 86 percent went on to post-secondary education. Juma youth were accepted to San Francisco State University, UC Berkeley, UCLA, Cal State University Northridge, and UC Santa Cruz among many others.
College and career tours helped expose our Bay Area students to a broad range of education and career pathways, including Science, Technology, Engineering, and Mathematics (STEM). Youth visited major technology employers such as Oracle, Facebook and Google. Career panels and workplace tours were complemented by tours of university campuses. 2014 was also a big year for our San Francisco social enterprise operation at AT&T Park that works in partnership with the billion-dollar hospitality company, Centerplate. Our youth had the exciting opportunity to be part of the SF Giants’ playoff run and World Series. Youth mixed work with fun and worked eight extra games at sold out capacity, earning an impressive and additional $90,000. Working three World Series within the last 5 years, our San Francisco youth have developed the skills to work under pressure. We are thankful to our many volunteers who came out to work on “Community Days”. Each Fall our high school youth are unable to work the handful of daytime games because school is in session. Volunteers step into our youths’ shoes and vend products on these “Community Days.” With all proceeds from the sales going directly towards our programs and youth, it is a meaningful contribution to Juma and a great day out of the office! Overall, Juma employed 190 San Francisco youth who worked a total of 3,800 shifts and earned $360,000 in wages. Youth were able to save $157,200 towards college. Along the way, they picked up professional skills and developed relationships that will help prepare them for success in college and their careers.
Youth vending espresso at a Juma Cart.
JUMA OAKLAND “Juma has helped me improve my skills in research, time management, work ethic, community participation, money management, as well as individual leadership,” said De`Andre G., a 17-year-old Juma student from East Oakland and member of the Juma Junior Leadership Council. “My future goals are to obtain a Master’s Degree in Business Economics, start my own Fortune 500 company, and launch mentoring programs to assist at-risk youth in the community. Juma has been more than just an organization to me. I have made some amazing friends and have formed close bonds. Juma has shown me the great things that come from giving back to the community and giving youth assistance in achieving their goals.” Juma Oakland had an impressive year in 2014. In the area of Educational support, Juma partnered with schools like Castlemont High School, Oakland Technical High School, Skyline High School, Oakland High School, and Fremont High School among others to help recruit youth into our program. With assistance from our Youth Development Coordinators and College Coaches, our students excelled in their academics and 95 percent of Juma youth graduated from high school and 86 percent enrolled in post-secondary education. We are excited by their achievements and take pride in the fact that they are continuing their education at universities such as UC Davis, Sonoma State University, UC Berkeley, UC Santa Barbara, Mills College, and UC Riverside.
Our social enterprise operation at the Oakland Coliseum also enjoyed an exciting year as the Oakland A’s proved to be one of the best teams in the league. They were a top contender for the playoffs the whole year which made working the games exciting for Juma youth. Fan interest was high and our youth worked hard honing their sales skills while vending espresso. Juma partnered with nationally ranked food service company, Ovations Food Service, and began a new partnership with Peet’s Coffee & Tea. As a result of Peet’s great brand, as well as support and barista training for our youth, we had fans lining up for coffee like never before and our youth were prepared to provide them with a great product and friendly customer service. These key partnerships helped us employ 59 Oakland youth who worked over 1,000 shifts, earned over $82,000 in wages, and saved nearly $16,000 for college.
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San Diego youth on a Northern California college tour.
JUMA SAN DIEGO “Juma Ventures is much more than a support program, Juma Ventures is a family,” said Bryan V., a Juma student and the Correspondence Coordinator for the Juma Junior Leadership Council. “Growing up without either of my parents and being in ‘temporary households,’ I’ve never had an adequate amount of support. Before Juma, I was failing classes, did not have college eligibility, and lacked drive. Receiving the academic, emotional, and professional support from Juma has enabled me to excel in leadership positions, become college eligible, and earn a merit from the City Heights City Council which acknowledges my efforts to improve the community. My various leadership and peership roles are a result of the drive that Juma has instilled in me to become a voice of my community and pillar of support for others. With Juma, I’ve learned to work with my circumstances and become the best version of myself that I can be.” In 2007, Juma partnered with Centerplate to expand our social enterprise operations to Qualcomm Stadium, providing stable employment opportunities to inner city San Diego youth. In 2011, Juma San Diego expanded into a more comprehensive model, offering employment, as well as financial capability training, matched savings accounts, and academic support, ensuring that students graduate high school, enroll in college, and graduate with a four-year degree.
In 2014, Juma San Diego partnered with Herbert Hoover High School and King-Chavez Community High School to recruit students into our program. Juma employed 76 students at Qualcomm Stadium, Valley View Casino, and the Sleep Train Amphitheatre who worked over 860 shifts, earned over $53,000 in wages, and saved nearly $14,000 for college. We are excited that 94 percent of our youth graduated from high school and 86 percent were accepted to universities, including UC Santa Barbara, UC San Diego, UC Davis, UC Riverside, and Cal State University Northridge. The team was also excited to move into a new office space in the culturally diverse community of City Heights. By being in the neighborhood and close to one of our partner high schools, Herbert Hoover High, we have been able to create a more convenient and safe space for our young people to access our services. We are thankful for the support we received from Las Patronas who granted us a $15,000 award to furnish our new office space. The full programming of Juma San Diego would not be possible without support from Gary Mary West, the Citibank Foundation, Morrison Foerster, Kimpton Hotels and many others.
A Juma Seattle youth vends Starbucks coffee in the stands at Safeco Field.
JUMA SEATTLE “Juma has taught me skills like confidence and customer service,” said Tuyen T., member of Juma Seattle’s Junior Leadership Council and one of the first in her class to be promoted to a leadership position within our social enterprise. “Before Juma, I didn’t know I could talk and interact with over 500 people a day. I became a person who is more outgoing and not scared of talking in front of a large group of people. Juma taught me that I have to push myself through challenges because life is going to be like this and you can’t give up every time you think you can’t do something. Being able to gain and learn from Juma, I believe that I will meet my goals and maybe I’ll even go farther than what I expected.” In 2013, we expanded our social enterprise operations to Seattle, Washington. Through partnership with major hospitality and food service companies like Centerplate, Delaware North Corporation, and Levy, Juma offers year-round employment to Seattle youth at Safeco Field, CenturyLink Field, and Key Arena. In 2014, Juma Seattle employed over 190 youth who worked 5,600 shifts, earned over $310,000 in wages and saved $22,000 for college through our matched savings program—all while developing career skills and receiving financial education.
We are grateful for our growing ‘collective impact’ partnerships with Rainier Scholars, Highline Public Schools, Tyee Educational Complex, Global Connections High School and Evergreen Campus who provide youth with critical education and college access support services, enabling us to focus on providing youth a first job and opportunity to save for college. Working together, we are supporting youth in developing the critical skills to not only get into college, but to break the cycle of poverty. As we entered our second year in Seattle, we also began to roll out our Financial Capability programming. Youth recruited through our education partnerships now complete our online financial literacy curriculum, EverFi, and can leverage their earnings through our college savings accounts (Individual Development Accounts) that are matched 2:1 towards college expenses. We are grateful for our partners, Financial Beginnings and Northwest Credit Union, who shared their financial expertise with our youth during a series of financial education workshops. We appreciate the financial support from Bank of America Foundation, U.S. Bank, and the Starbucks Foundation. This support allows us to grow and deepen our impact on Seattle youth.
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JUMA NEW ORLEANS
Youth vends espresso and ice cream at Juma cart.
“Juma has taught me professionalism, how to give great customer service, and managerial skills that I never knew I had, such as accountability and responsibility,” said Jasmine S., Juma NOLA Youth Manager. “I never really understood what a job was until Juma. Making my own money and purchasing things with the money I worked for is very different from spending money that is given to me. My earned money has more value than that given to me. That makes me understand the value and privileges of a job. Juma is helping me reach my goals by providing a job that helps me pay for the things I need while in college and also by increasing the greatness of my resume with all of the job positions I have attained within this company.” Having launched our social enterprise operations at The Smoothie King Arena (formerly New Orleans Arena) and Mercedes-Benz Superdome in 2012, Juma is at the heart of a fresh new wave of nonprofit organizations in New Orleans. These organizations are seeking to maximize impact on low-income youth by pooling resources rather than competing for them. Using collaboration and collective impact approaches, Juma and our partner organizations, Urban League College Track, Collegiate Academies, and the NET Charter High School, have come together to assist under-resourced students with college aspirations through job placement, financial capability, college savings, and academic support.
In 2014, Juma New Orleans continued to expand its operations at Yulman Stadium at Tulane University. In New Orleans overall, we employed 70 youth who worked over 890 shifts, earned over $53,000 in wages, and saved $21,800 for college through CollegeSet and our partnership programs. Juma New Orleans continued to grow in 2014 with local support from the Edward Wisner Donation Trust, the NOLA For Life Fund, and the GPOA Foundation. We also laid the foundation for a strong partnership with Educate NOW!, the New Orleans Business Alliance, and Chevron to launch YouthForce, a local adaptation of Juma’s innovative YouthMade program aimed at preparing high school seniors and recent graduates for careers in high-wage growth industries such as bioinnovation, technology, health services, and digital media/arts. Youth will work 15-20 hours per week, taking part in research projects, social media and marketing, and data testing while learning professionalism, time management, and interpersonal skills. We look forwardto getting started in 2015! From our inception two years ago in New Orleans until now, Juma NOLA has been on an upward trajectory. Each year, we add new relationships and deepen existing ones to serve our students in the most efficient and impactful way possible.
ALUMNI STORY: LORENZO ROBLETO Lorenzo Robleto grew up in a working class family in San Francisco where his family depended on the single income of his father, a public school teacher who is originally from Nicaragua. At an early age, Lorenzo was told by a teacher that he would not make it far in life. Struggling academically, he was placed in special education classes during elementary school where he began to believe that he was different and not as capable as other students. In the words of Lorenzo, “It went downhill from there. I felt like I was constantly being told how bad I was doing, and I believed these people.” That is, until Juma came along. As a teenager, Lorenzo was expected to work and help his family. His parents had started working at a young age and expected the same from him. So when Lorenzo learned about Juma’s employment program through a friend, he joined. As a Juma youth, Lorenzo worked as a vendor at AT&T Park and also received academic support and financial capability training. Lorenzo claims that Juma helped him build his confidence and work ethic while learning responsibility and time management skills. “For students like me who have to work through school, we learn how to hold extra responsibilities. Juma taught me a newfound work ethic.
Instead of hanging out with friends on the weekends, I worked vending at football games. Having a savings account and learning financial capability also taught me better spending habits. Juma was my first experience going to school and working at the same time. It made me learn responsibility and prepared me for college.” “I learned things at Juma that classes can’t teach you and that test scores don’t show — lessons that have helped me succeed over the past 10 years. Most importantly, I learned how to believe in myself, work hard, use my strengths, and make friends. Though I didn’t get the best education, I used my strengths that I learned outside of school. In college, I had to work multiple jobs to pay my bills. I had to be strategic to find the right balance between going to school and taking care of other responsibilities. Although strategy is probably my biggest strength, it’s not taught in the classroom, it’s taught in the real world. This is what I gained through my experience with Juma.” Like many of his Juma peers, Lorenzo defied the statistics, proved his elementary school teacher wrong, and broke the cycle of poverty. He pushed beyond the limited perceptions that others had of him, built a successful career as a privacy and public policy lawyer in Silicon Valley, and credits much of what he has today to his beginnings with Juma.
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STATEMENT OF ACTIVITIES SUPPORT AND REVENUE Grants & Contributions Employment Projects (Net) Investment Income Special Events Income (Net) Miscellaneous Income Total Support & Revenue
$3,305,667 $3,210,331 $3,738 $93,938 $81,178 $6,694,852
EXPENSES Program Services $6,295,922 General and Administrative $470,282 Fundraising $531,380 Total Expenses $7,297,584
Change in Net Assets Net Assets Beginning of Year Net Assets End of Year
$(602,732) $3,147,993 $2,545,261
In 2014 Juma experienced a net loss due to the wind-down of multiple programs (CollegeSet, Aspire, and YouthMade). Juma spent down grants booked for these programs in 2011, 2012, and 2013. Because we decided not to continue fundraising for future years, Juma did not “refill� the funding, resulting in a net loss.
BALANCE SHEET ASSETS
NET ASSETS
Cash and Cash Equivalents $1,065,843 Restricted Cash $908,065 Receivables $1,035,173 Investments $304,124 Prepaid expenses and other assets $195,708 Total Assets $3,508,913
Unrestricted $411,416 Temporarily Restricted $2,133,845 Total Net Assets $2,545,261 Total Liabilities and Net Assets $3,508,913
LIABILITIES
ALLOCATION OF FUNDS
Accounts Payable Individual Development Accounts Agency payable Deferred revenue Total Liabilities
$266,964 $399,238 $116,800 $180,650 $963,652
Program Fundraising Management
2011
87%
88%
88%
86.2%
7% 6%
7% 5%
6% 6%
7.28% 6.44%
2012
2013
2014
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ON BEHALF OF HUNDREDS OF S TUDENT S N ATIONWIDE, THANK YOU FOR SUPPOR TIN G JUMA.
SPONSOR+DONOR LIST IN-KIND DONATIONS
101 Surf Sports Anchor Brewers and Distillers Anheuser-Busch Aperian Global Ara and Michelle Chackerian Astro Studios Boomers, Mountasia, and Malibu Grand Prix Coca-Cola Curves of San Diego County Dandelion Chocolate Doug and Leslie Barry Freddi Parker Health Cooking FundraisingRides.org Howard Hian ItalFoods Kenneth Hutchinson King Knish Krupp Brothers Wines Lagunitas Brewing Company Medical Aesthetics of Menlo Park Mingei International Museum Oakville Ranch Winery Oceanside Boats Rentals Realm Cellars San Diego Air and Space Museum San Diego Natural History Museum Silicon Valley Bank SimplyOps, Inc. Slater’s 50/50 Sullivan Vineyards TeeSpring The Stronghold Urban FarmGirls Valley View Casino Center Ventura Tech
$100,000+
BlackRock Citi Foundation Cy Pres Fund Gap Foundation Heckscher Foundation for Children JPMorgan Chase Foundation Oakland Fund for Children and Youth San Diego Housing Commission San Francisco Department of Children, Youth and their Families TK Foundation
$50,000+
Bank of America Foundation Gary and Mary West Foundation Marcled Foundation May and Stanley Smith Charitable Trust Walter & Elise Haas Fund Warriors Community Foundation Webb Family Foundation William Zimmerman Foundation
$25,000+
Ceres Foundation Ara and Michelle Chackerian Charles Schwab Bank Dreyer’s Grand Ice Cream Educate Now! Doug and Kristen Edwards GGS Foundation James Irvine Foundation Jonas Family Fund Louis L. Borick Foundation The George Link, Jr. Foundation Thomas J. Long Foundation San Francisco 49ers Foundation US Bank
$10,000+
Ask.com Bank of the West Centerplate Chevron Corporation Children’s Aid Society Lawrence Davanzo Drybar Edward Wisner Charitable Trust Friedman Family Foundation Harlem RBI HSBC John R. Cahill Fund Joseph Pedott Perpetual Endowment Trust Kasina Youth Foundation KIPP Foundation Las Patronas Leslie Family Foundation Levi Strauss Foundation Morrison & Foerster Foundation Oracle Saint Francis Foundation San Diego Gas & Electric (SDG&E) San Francisco Foundation Amy Schioldager St. Francis Foundation (Dignity Health) Starbucks Foundation Surdna Foundation The Gilbert J. Martin Foundation Thrive Foundation for Youth United Way San Diego Walther Foundation
$5,000+
Casey Family Programs Cisco Systems Foundation Comerica Bank David B. Gold Foundation Dodge & Cox Funds Scott and Erika Garell GoodSearch Mint Medical Education Sidney Stern Memorial Trust Stanley S. Langendorf Foundation State Street Foundation Union Bank Wells Fargo Foundation XG Ventures
$1 ,000+
All Stars Helping Kids Eric and Claire Alt Zachary Blume Warren Brown and Gina Falsetto Richard and Sharon Chackerian Paul Clemmons Jane Coury Creative Metal Products Yvonne and Michael Derse Fenwick & West LLP First Republic Bank Carolyn and Darryl Flaming Skip Folds Joseph Freschi Genentech Noah Goldberg and Linda Frey Google Dan Henkle and Steve Kawa Kristi and Brent Hughes Debbie Jelilian Arthur Johnson Stephen and Barbara Kasa Kean Miller Lisa Khan-Kapadia Kurt Lighthouse and Kim Nguyen Sarah Lutz and John van Rens Patrice Martin John McNeil LPL Financial Merchant Family Foundation Morgan Stanley Northwest Credit Union Association Open Ocean Family Fund Jason and Nachele Pearl Gary and Sharon Poirrier Progress Investment Management Company Archana Ravichandran Jim Schorr Jr. SFMade Dina and Scott Smith Square Straus Family Foundation Larry and Darlene Tripplett Isabel Valdes Gregor Watson Thurman and Eileen White
$500+
Brad Andrews and Shaun Cordes Tisa and Jonathan Beene Chris Bliss Leona Bridges Mei and Herald Chen Sally and Brian Chess David and Lara Corey Charlie and Karen Couric Carlos and Benedetta Delatorre Paul Dillinger Kenneth and Jennifer Ebbitt Craig Etlin and Leslie Gordon Michelle Fleury Stephen Frangione Jeffrey Brian and Noriko French Corin Frost Curtis and Christine Gardner Michael George Garrett and Yoshi Gin Ravi Goutam William Greathouse Kimberly Greene Robert and Joanne Griffin Noah Hagey Werner Heid Kevin and Carolyn Holt Michelle Hughes Gabrielle Hull Tony Lee King Jason Koglin Ronald and Shoshana Levy Angela Loeffler Gregory and Charlot Malin Susan Mangalick Alan Mason and Timothy Rodrigues Gita Meshkat Razavi Michael and Emily Michon Tom and Kiki Miller John and Melissa Montgomery David Myers Amy Niles Christen O’Brien and Paul Paulsson Thomas Parker Shirin Pirzadeh Michael Rierson Liz and Bill Rodoni Rachel Rowen Greg Savage Rebecca Scherzer Jim Steele Robin Washington Lowell Weiss Paul Whitehead Louis and Tanya Willacy
$250+
Anders Aannestad Maria and Eric Acker Larissa Acosta Arthur & Charlotte Zitrin Foundation Carissa Balerstreri Chris Barr Doug and Leslie Barry Bassett & Partners Bay City Capital Amy Belew Jack Bertges Earnest Binkney and Monika Nowak Trevor and Megan Blair Nichol Bradford Neil and Katrina Bradley Gina and Dan Cabrera CAL Insurance & Associates Callan Associates Karen Conway Carolyn and Fred Corey Devon Crews Belinda Davis Jabu Dayton Pietro Dova Shaz DSouza Sally-Anne and Ervin Epstein Mark and June Fabiani Marcus and Alix Fagersten Paul Faust FedEx Eric and Sara Filipek Udo Frank William and Sheri Garris Annelise Grimm Courtney Hall and LaShann DeArcy Bradley Hummel Kenneth and Shirley Hutchinson Creighton Jue Suzanne and Josh Klahr Scott Kohler
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SPONSOR+DONOR LIST (CONT.) Rob Kupchak Brian Lagrotteria Joshua Lawrence Iris Lewis L.W.P Group Nancy Marshall Brian Martin Robert Meese Mercer Timothy Miller and Katherine Woodruff William and Monica Morris Paul Neibergs NonstopHR One California Bank Pacific Gas and Electric Company Pejman Nozad Susan Orenstein Anne and Robert Pedrero Susan Peliks Bradley Phifer Joshua Rayburn REDF Bradford Richardson Donna and Jason Roberts Patricia and Dick Russell San Diego State University Jerry Schneider Anderson and Stacey Scott Jamie and Marcus Shen Shawn Simpson Lenin Singaravelu Steve Sprinkel James Thomas Jason and Danielle Trimiew Tsais Family Foundation Matt Tucker Julie Veronese Jim Watson Amy Wender-Hoch and John Hoch Amy and Matt Whitelaw Karl and Sarah Wiley Jennifer Wilson David Wright Becky Zhu
UP TO $249 Navneet Agarwal Shalini Agarwal Sumeet Ajmani Bridgit Antwi Lionel Archille Michael Avis Ken and Tammy Bagchi Delency Baker Quentin Barber Chatara Benson Richard Berger Shannon and Eddie Billet Rigel Bitterman Robert Blacksher Eric Blumenthal Caleb Boise Boudin Holdings, Inc. & Subsidiaries Kelly Bowers Kyra Bowling and Will Wilson Peter and Jennifer Brooks Donna Brooks Michael Burke Douglas Burnham Shante Burrell Sharon and Charles Cerini Hubert Chan Ayohenia Chaney Gabe Chao Gabriela Chavez-Lopez Paul Chen May Chu Kim Chu Clorox Company Foundation Tony Connell Brian Conrey Colin Cooper Edward & Tracy Corallo Melvin Cowan Natausha Cruz Wilson Leslie Davis Rafael Davis Danielle Day Patrick De Suza Kriss Deiglmeier & Samir Tuma Aimee Derr Tejal Desai Brian Dixon Andrea Dooley Deary Paul Duffie Vera & Neno Duplan Nicole Edgecombe
Katherine Steed Elcombe Steve Ellenberg E. David Ellington Bunmi Esho Kabah Ess Oye Fajobi Alexa Ferman Daniel Flesichman Gary Franzella John Fruehe Riccardo & Michelle Gale Dale & Iris Garell Sharon Garell Rachel Gatling Emily Gause Jenny Moon Gee Lilian & George Glascock Adrienne Go & Charles Johnson Almond Goduti Rafael Gomez & Andreine Febres Tara Gomez Barbara Gonzalez Gordon & Rees, LLP Nina & Jonathan Grossberg Priscilla Growney Katherine Growney Kevin and Karen Growney Mario Guerrero John Haegele Alicia & Tim Hammock Matthew Haney Paula Haza Anders Heller Walter Herbert Carolyn & William Herman Elena Herrera Patrick Heryford Emily Hirsch Joanne Holcomb Tatiana Holifield Shawn Hopwood Paul Hsu Bernie Hsu Chris Hsuan Chukwuemeka Ihenacho Isaac Ilaoa Vincent Inocencio
Mark Iverson & Wendy Lowinger Andrew Jan Saji Johnson Samantha Jordan Soad Kader Linda Katz Patrick Kearns & Bonnie Klen Linda & Michael Keller Marc Kelley & Karen Hall Dave Kempton & Drew Woodmansee Luke Kilpatrick Connie Kim Kingston Ventures, LLC Anina Klein Eric Krasnoo Claire Krukowski Craig & Julie Kurtz Willie Kwan Lloyd and Connie Latch Latitude 38 Entertainment LLC Helena Lee Lana Lee Stacy Lennon Jennifer Leong Mabel Lew Leslie Lewinter-Suskind & Robert Suskind, M.D. Derrick Lewis Alexander Li Stephanie Lin Sarah Lin Vandi Linstrot Patrice Lovato M Bar C Construction Sharon Maguire Shirin Malkani Maggie Mangan Billy Manning Gracie Marchiano Eric Marino Joseph & Zoe Martin Becky Mathisen Heather McGough Steven Mcintosh Jordan Meikle Robert Merritt & Audrey Irwin Justin Meyer Michael Miller Patrick Miner & Hava Kimmel-Miner Lisa Minott Joseph Mizzell John Morris
Patricia Mou Sunil Nagaraj Eddy Nelson Nicole Nguyen Jason Nienberg Suzie & Dan Noal Kathleen Nolan Terren O’Connor Robert Oliver Mika Ono Judith Oroshnik Jonathan & Noel Owens Mary Patrick Kavanaugh Angel & Rebecca Perez Pablo Perez Jeffrey Pipo Denise & Dave Pitt Elias Portales Joshua Rai Mohan Rajagopalan Lisa Ralphe Prasad Raote Bernadette Rivosecchi Joshua Robles Anthony Rodriguez Michael Rolph Sarah Rombom Lauren Ross Sheila Rothstein Anthony Rucker Peter & Shauna Rudy Cindy & Don Rushing Matthew Russell Thomas Russell Arturo Ruvalcaba Alex Ruvalcaba Su Sanni Gisela Yazmin Sarasino Lisa Sardegna & David Carillo Andrew Savage Lary & Judy Schiller Mandela Schumacher-Hodge
Lily Scott Scott Setrakian Leonardo Shapiro Cameron Shaw Brian Shields Stephen & Dana Shrager Dara Shulman David Shumard Madeline Rose Silva Patricia Sinay Eric Sloan James Smiley Anna Emma Astrom Spicer Eva Strnad Robert & Roberta Suehiro Brian Sung Amanda Swain Olivia Swilley TalentWise Alice Tam Noelle Tanas Eric Tate Ian Taylor Jamie Taylor Scott Taylor Alexandre Teo Texas Turkey’s Inc. Joe Theisen Jason Thurman Seeta Trevidi Ilya Tsay Diana Dolores Valle Trevan Van Buren Gregg & Marjorie Vignos Nancy Vitale & Michelle Roberts Lauren Weston Cayley Wetzig Linda Whittaker Ellen Williamson Feven Woldu Tina Wong Susan & Troy Wright Brad Yim Allie Yiu Christina Yu Carol & Steven Zoner
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STAFF, BOARD & OFFICES (AS OF SEPTEMBER 2015) JUMA LEADERSHIP
BOARD OF DIRECTORS
Dr. Marc Spencer Chief Executive Officer
Ara Chackerian (Chair) General Partner / ASC Capital Holdings Amy Schioldager (Vice Chair) Senior Managing Director, Global Head of Beta Strategies / BlackRock David Corey (Treasurer) Principal / Strategic Partners Fund Solutions, an affiliate of The Blackstone Group Anthony Rodriguez (Secretary) Graduate, University of California, Berkeley / Juma Ventures Alumnus Keith Belling Founder & Chairman / popchips Alexandra Bernadotte Founder & CEO / Beyond 12* Jamie Brandt Vice President, Ticketing & Member Services / San Francisco 49ers Dan Briskin Vice President, Global Employee Relations and HR Shared Services / Gap Inc. Angel Chavez Second Vice President, Wealth* Management / Morgan Stanley Smith Barney LLC Paul Clemmons Principal / Deloitte Consulting LLP Larry Davanzo Former President & ViceChairman of the Board / Wilshire Associates* Scott Garell CEO / GoodSearch LLC Garrett Gin Senior Vice President, Global Marketing and Corporate Affairs / Bank of America Courtney Hall Managing Director / Hillcrest Venture Partners Dan Henkle CoCHRO and Senior Vice President, Global Human Resources / Gap Inc.* Arthur Johnson Vice President, Corporate & Business Development / Twilio Ron Lee General Manager / Qualcomm Stadium Centerplate Kurt Lighthouse Freelance Creative + Art Director / Kurt Lighthouse Patrice Martin CoLead + Creative Director / IDEO.org Betsabe Martinez-Botaitis Director of Finance Operations / Lending Club John McNeil President and Chief Creative Officer / John McNeil Studio Jason Pearl Managing Vice President, Sponsorship and New Business Development / San Francisco Giants Archana Ravichandran Senior Director, Partner Solutions / Medallia Jason Trimiew Vice President, Community Relations / San Francisco Bay Area Super Bowl 50 Host Committee Isabel Valdes Principal / Isabel Valdes Consulting* Kim Vu Vice President / Seattle Market Manager, Enterprise Business Community Engagement / Bank of America Andrea Zurek Founding Partner / XG Ventures*
Adriane Gamble Armstrong Chief Operating Officer Richard Martinez National Director of Enterprise Princessa L. Bourelly Director of Finance Lisa Clarke Major Gifts Officer Heather Saunders Development Director Torrey Fingal New Orleans Site Director Brittany Russell San Diego Site Director Mason Moore Seattle Site Director
NEW YORK CIT Y BOARD OF ADVISORS Richard R. Buery, Jr. Deputy Mayor for Policy Initiatives / City of New York Kate Debold Vice President, Corporate Affairs / BNY Mellon Chloe Drew Executive Director, Mayor’s Office of Appointments / City of New York Ali Esmaeilzadeh Vice President, Commercial Development and Leasing / Forest City Ratner Stephen Frangione Managing Director / RMS Daron Greene Managing Partner and President / Silver Tide Management Aaron Hurst Founder / Taproot Foundation Derrick Lewis Senior Manager, Advisory Services / Ernst & Young LLP Renee Long Senior Relationship Manager / J.P. Morgan Retirement Services Shirin Malkani Vice President, Legal & Business Affairs / National Basketball Association Richard Martinez Senior Vice President, Corporate Treasury / Citigroup Gregorio Mayers Sr. Policy Advisor to the Deputy Mayor for Education & Community Development / Mayor’s Office of the City of New York Brian Moonan Senior Vice President, Institutional Sales / NorthCoast Asset Management Helen Steblecki Senior Vice President and Community Development (CD) Officer / Citi Rebecca Wollensack Associate General Counsel / Ford Foundation David Wright Senior Vice President, Global Sponsorship / Major League Soccer and Soccer United Marketing (SUM) Jennifer Stredler Senior Manager, Community Relations / Capital One
SAN DIEGO BOARD OF ADVISORS
SEATTLE BOARD OF ADVISORS
Maria Aker Philanthropist Rigel Bitterman Southern California Regional Sales Manager & National Account Manager / Kimpton Hotels and Restaurants Trevor Blair Workforce Development Manager / Manpower Gina Fiore Cabrera CoChair, Administrative Analyst / County of San Diego Shaina Gross Chief Impact Officer / United Way Mark Rapisardi Director of Operations / Centerplate at Qualcomm Stadium Joshua Rayburn Resident Director, First Vice President–Wealth Management / Merrill Lynch Global Wealth Management Marsha Sandler CoChair, Project Management Professional / Mercer
David Carleton Vice President, FareStart/ Director / Catalyst Kitchens Kerry Carter Cofounder + COO / JumpIt Media, Inc. Jim Hedington Principal Executive Recruiter / Starbucks Sharon Hughes Vice President, Community Affairs / U.S. Bank Kim Vu Board Chair + Vice President, Local Market Delivery Market Manager / Bank of America Joelle Wasson Area Sales Manager / Kimpton Hotels & Restaurants Lowell Weiss President / CASCADE Philanthropy Advisors, Inc. Aimee Wood Hirata Managing Director / BlackRock Alternative Advisors
NEW ORLEANS BOARD OF ADVISORS R. Glen Armantrout, III CEO / Cafe Reconcile/ Reconcile New Orleans, Inc. Mark S. Boucree Vice President, Community Development Banking / Capital One Bank Nadiyah Coleman Director / Mayors Office of Workforce Development City of New Orleans Liza Cowan Global Philanthropy / JP Morgan Chase Kacie Kelly National Program Manager, VADoD Integrated Mental Health / Department of Veterans Affairs Brandon MacNeill Executive Associate Athletic Director / Tulane University Michael O’Brien Partner / Kean Miller LLP Anthony Patton President + CEO / DoWAP Project Management & Consulting Firm Monica Smith Attorney / Louisiana Center for Children’s Rights
JUMA BOARD EMERITUS Mei Chen, Board Chair Emeritus Jenny Flores, Board Chair Emeritus Bruce Keller, Board Chair Emeritus Andy Scott, Board Chair Emeritus Doug Berry Colleen Cassity Anne Pedrero Thurman White Daryle Whyte Tom Wyatt
STAFF Amani Austin Benjamin Barboza Aaron Barranco Alyssa Benveniste Michael Campbell Alejandro Castelan Katrina Cabauatan Abdiel Cerrud Michael Chion Cuyla Coogan Monique Ellis David Garcia Noah Halton Teshika Hatch Luis Hernandez Andrea Hernandez Cammy Ng Eddie Ontiveros Diana Orozco Tamara Orozco Fira Ostrovsky Patricia Perez Rafael Platas Jasenia Quintana Jesus Rojas-Cazares Frank Summerlin Javonn Turner Beth Williams Tammy Yan Cassandra Yee Alvin Yu Kelly Yu Jin Zhang Miranda Zhu
*Termed off board
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Noun / joo-ma / “Work” in multiple African dialects.
OFFICES Main Office — San Francisco 131 Steuart Street Suite 201 San Francisco, CA 94105 P: 415.371.0727 F: 415.371.1634
New Orleans 2515 Canal Street New Orleans, LA 70119 P: 504.827.6854 F: 415.371.1634
Oakland 827 Broadway Suite 210 Oakland, CA 94607 P: 510.593.2226 F: 510.593.2227
San Diego 4305 University Avenue Suite 555 San Diego, CA 92105 P: 619.564.6848 F: 619.564.6846
Seattle 240 2nd Avenue South #303 Seattle, WA 98104 P: 206.209.2179 F: 415.371.1634