Corporate America Supports You (CASY) Annual Report

Transcription

1 2013 Corporate America Supports You (CASY) Annual Report Stacy Bayton Chief Operating Officer, CASY

2 Contents Mission and Purpose Statement... 3 CASY 2013 Annual Report... 4 Expected Outcomes through our Programs... 4 What Makes Us Different... 4 Our Focus... 4 Structure and Operational Support... 5 Capabilities & Compatibility... 5 Creativity Agility Adaptability... 5 Behavioral Capabilities... 6 Fully Rounded Program... 6 Proven Success... 6 How Employment Changed for Transitioning Military, National Guard, Reserve, and Veterans in Understanding Skill Sets and Qualifications...7 Transfer of Skills Military to Civilian...7 Making Sense of Past Experience and Qualifications...7 The Best Way to Help Military and Veteran Job Seekers... 8 Lack of Licensure and Certifications... 8 Going Back to Basics... 9 Training, Training, Training... 9 Collaboration is Key... 9 Goals for Operational Program Report...10 Overview of 2013 Outcomes Hires Report Conclusion The Way Forward in CASY Board of Directors... ii CASY Financials... iii Link to 2013 Form iii Link to 2013 Financial Review... iii CASY Form 990 (Pages 1 and 10)... iv Page 2 of 21

3 Mission and Purpose Statement Corporate America Supports You (CASY) was chartered in 2004 as a private sector non-profit organization that provides no-cost employment readiness, vocational training, and one-on-one job placement services for transitioning service members, National Guard, Reserves, and veterans. CASY operates as an employment partner to all branches of the Armed Forces, including the National Guard and Coast Guard, through Memoranda of Understanding (MOUs). Our state-of-the-art technology, built by Kenexa-IBM, provides real-time, verifiable tracking numbers and outcome reports to our employment partners, military services, and donors. Through our employment readiness training and job placements services, CASY works one-onone with our employment partners and funding supporters to reduce the rate of unemployment for veterans, National Guard, reservists, and service members transitioning from active duty by preparing them for their job search (translation of military skills and core competencies, targeting resumes for specific industries, networking, advanced interview skills, etc.), while working directly with our corporate recruiters to match these military service members and veterans to jobs that complement and fully utilize their qualifications, experience, and education. Additional programs are in place to address hiring obstacles in specific industries and offer solutions that move our service members and veterans through to placement. Over the past four years, we have provided direct hire assistance to over 250,000 applicants and provided outreach and support to more than 150,000 others. We are military serving military our team understands the military way of life, how to translate military experience, and how to help our military and veterans find employment that is a match for their skills and experience. We didn t create a do-nothing resume database or job board! We built a highly skilled and job-ready military-affiliated Applicant-to- Recruiter Connect Program that supports our military job seekers and our military supportive employer group. Too many failed for-profit and nonprofit programs have diluted the employment market, confusing military applicants and corporate giving organizations. CASY & MSCCN are results driven and outcome based. Our focus is on the end result Job Placement for our military-affiliated job seekers! - Deb Kloeppel, Founder CASY & MSCCN CASY is a proud recipient of the Call of Duty Endowment (CODE) Seal of Distinction. Page 3 of 21

4 CASY 2013 Annual Report CASY is committed to breaking barriers in employment for those within the military and veteran communities; increasing training, assistance, and employment opportunities for all militaryaffiliated job seekers; and ensuring our corporate partners fully understand and appreciate the service members qualifications and how they perfectly match the skills these organizations need. By pursuing these objectives, we will greatly improve the employment hiring numbers for those who have served and the families who support them. CASY operates from a direct-connect model backed by the first military designated applicant tracking and case management hybrid technology that provides recruitment tools and capabilities. Expected Outcomes through our Programs What Makes Us Different Our Focus Service members and veterans will receive direct assistance with translation of their skills, experience, education, and training that will help communicate their qualifications to recruiters and HR and make them more competitive with civilian job seekers applying for the same positions. Service members and veterans will receive additional assistance in targeting resumes, communicating during interviews, networking, and more that aid them in the job search/application process. Programs focus on the validation of skills with recruiters inside the CASY Applicant - Recruiter Connect Program. Help service members and veterans obtain certifications or licenses they may need to be employable in their industry. Match up with no-cost programs that provide the certificate or license, as well as a direct-connect to employers who will hire them. Anticipated outcome is increased employment opportunities and increased placement of service members and veterans in qualified positions. Connect service members and veterans to wrap-around community support services that meet additional needs they may have. We are OUTCOME focused! We are not building a resume database and our candidates are not numbers; they are men and women who are highly trained, skilled, qualified, and ready for a transition to a civilian job that is a match for their skills and abilities. Through our programs, our organizations DRIVE qualified, thoroughly screened, military-affiliated applicants who are employment-ready to the DESKTOPS of hiring managers and provide fully accountable job placement numbers to our companies by utilizing Kenexa s world-class Applicant Tracking and Case Management Technology. Page 4 of 21

5 Structure and Operational Support Our organization, with its sister organization the Military Spouse Corporate Career Network (MSCCN), has developed a strong, successful, sustainable model with our Applicant - Recruiter Connect Program which is supported by a three-tiered support system that includes our Recruiter Connect program; our world class 2xBrassRing technology, which is fully supported by Kenexa; and our Career Corps, consisting of credentialed, experienced, and trained military spouses, caregivers and veterans, which allows us to ramp up our personnel, overnight, to meet expanding needs and demands in all areas of our programs. All of these key parts of our program are as unique to our organization as our Memoranda of Understanding (MOUs) with EVERY branch of military service and our role in the development of the National Guard Employment Network, which is currently being implemented by National Guard Bureau inside states and territories across the nation. CASY & MSCCN programs and processes are a great deal different from those utilized by other organizations who assist with employment. Our focus is on direct-connect opportunities that end in a placement for our candidates. Capabilities & Compatibility Our programs are meant to complement other employment programs led by military family centers and other veterans organizations. Where most groups focus on basic employment readiness, CASY focuses on direct placement. CASY leads the industry with strong leadership, key support programs, and a credentialed and experienced team that has, over the last ten years, developed and honed this process to maximize success for our military job seekers and the companies that hire them without being redundant. Creativity Agility Adaptability We encourage our team to be creative, agile, and adaptable to changing needs. Too often, organizations get stuck in a rut on how they operate. CASY team members are ever aware of changing needs within the military, as well as changes in employment trends, hiring obstacles, and potential solutions. The program stays as creative and agile as it needs to be while remaining structurally sound a balance between working Page 5 of 21

6 mission and being active participants in identifying new program needs and solutions that can be created to meet those needs. Behavioral Capabilities The role of our Executive Team is to provide strong leadership, a successful and sustainable operational structure, key support programs that strengthen all operations, a strong team training and professional development platform that engages and drives our team to a higher level of productivity and success, and collaborative partnerships that support our organizations and allow us to leverage strengths and to be more agile and adaptable so as to respond more easily to changes necessary to meet mission. Without strong leadership and sound operational structures, organizations cannot sustain their processes. CASY is sustainable. Fully Rounded Program Too often we encounter organizations struggling with providing successful and sustainable programs due to: - Lack of proper technology - Lack of experience needed to meet mission needs - Lack of strong leadership - Lack of a strong, successful model - Lack of key support that sustains and drives successful operations - Inability of the organization to quickly adapt and launch programs CASY was structured with the avoidance of these typical failing points in mind so as to ensure the organization was geared for success from day one. Proven Success CASY & MSCCN are two of the only nonprofit organizations that track and report the metrics of their programs. In 2013, CASY was selected as one of only seven organizations who were awarded the Seal of Distinction from Activision s Call of Duty Endowment. The Call of Duty Endowment is a private nonprofit foundation that supports organizations placing former service members into rewarding careers, while raising awareness of the value veterans bring to the civilian workplace. The Seal of Distinction award was created in 2013 to highlight nonprofit organizations that have proven to be the most effective and efficient at placing veterans into high quality careers. Through this process, CASY was vetted and independently evaluated in a third party audit by Deloitte. Deloitte s evaluation took a rigorous approach to looking at all of the potential awardees programs. This included cost per hire amounts, total number of Veterans served and being served, and potential for long-term growth. According to the findings, CASY proved to be one of the most efficient and productive organizations we Page 6 of 21

7 have encountered based on cost-per-veteran job placement. The audit showed that 92 cents of every dollar was used towards mission and that CASY s cost per hire was less than $200, showing further proof that CASY is focused on the actual success and outcome for each candidate in the program and not on padding numbers of participants. The number of participants does not matter it is how many find success through the program that is important. How Employment Changed for Transitioning Military, National Guard, Reserve, and Veterans in 2013 CASY has a unique way of approaching employment for our military job seekers. Our programs not only expand employment opportunities and facilitate placements, but they also address key employment issues and offer innovative solutions that allow us to successfully plow through these employment hurdles and maximize the success of our mission. The following were identified as hiring obstacles over the last few years. CASY worked with military, nonprofit and corporate partners to provide solutions that move past the obstacle to facilitate placement. Understanding Skill Sets and Qualifications For transitioning service members, National Guard & Reserves, and veterans the hurdles in employment are vastly different from those faced by our military spouses and caregivers. One of the main issues service members and veterans face is the ability to understand their full skills and qualifications, then translate them in a way that recruiters and Human Resource professionals understand so that they, in turn, see the service member as a fit for the open positions they have to fill. Transfer of Skills Military to Civilian In addition, there are sometimes issues with transferring training and experience out of service to meet the expectations typically placed on job seekers for certain positions in corporate America. For instance, a service member could have twenty years of experience in management, leadership/management training, and have many accomplishments in his or her career, but no degree. The challenge has been in educating the company on how these individuals are an asset, regardless of the lack of a college degree. In 2013, CASY added Train2Hire programs to help bridge gaps that are preventing placement. Making Sense of Past Experience and Qualifications There are additional employability issues for National Guard and Reserves who have both civilian and military training, experience, and education to blend together; oftentimes, their military job and their civilian career path are completely different. These individuals are faced with a larger problem of blending skills and qualifications Page 7 of 21

8 but, if they are still in service, they also deal with the discrimination of their service. Where some employers see the benefit to hiring these qualified and trained individuals, some employers do not want to honor the continued service that they give in their Guard/Reserve duty time (one weekend a month and two weeks in the summer). It takes time to go through the skills and experience and gather the right mix of everything to present to an employer. A lot of programs have attempted to automate this assistance, but that is successful for less than 25% of the individuals seeking employment. Nothing replaces good, old fashioned, one-on-one assistance; the CASY program is that direct-connect one-on-one assistance program! The Best Way to Help Military and Veteran Job Seekers In a world where the main focus is to shove applicants into jobs regardless of the fit, our approach is more beneficial to both our military-affiliated job seekers and to the companies/corporations hiring them assessing and validating skills, targeting resumes to make the applicant visible to recruiters, readying job seekers for networking, interviews, etc., and matching these qualified, job-ready individuals to positions that are a match for their skills, experience, and education. A win-win for everyone involved! Approximately 24% of the people searching for jobs are successful in using a self-service tool (job board) to secure employment with no additional assistance. That leaves 76% who are struggling and have no idea what is preventing them from being successful in their job search. Military and veterans are at a greater disadvantage. Without appropriate assistance, most military service members (active duty, National Guard, and Reserves) find employment so difficult to obtain that they either take positions in anything they can work in giving them no focused experience in any one industry and hurting their ability to grow and advance in their career or they put off working and go to college, in which case, they are forced to deal with a career gap and skills that are not up to date, as well as the financial limitations that going to school place on these individuals and their families. We are constantly working with corporate America to identify employment opportunities with military-friendly companies who are willing to work with us to hire military-affiliated applicants to fill their open employment opportunities. Lack of Licensure and Certifications Our service members are not coming out the door with industry-standard certifications and licenses that they would have received through civilian education and training. CASY has developed industry employment placement campaigns that provide our service men and women with the certifications and licenses needed to transfer into civilian positions. Page 8 of 21

9 Going Back to Basics Education gaps service members are the most trained workforce in the U.S. and they are taught to overcome obstacles better than any other; however, regardless of training or even degrees held, some are found to be lacking in basic English and math education and use thereof. In such cases, they need assistance in these areas in order to be competitive with other job seekers or in the workforce. Partnerships with education and nonprofit partners allow our organization the opportunity to offer gap skills and education assistance for service members and veterans who lack proficiency in key areas for the particular industry in which they want to work. Training, Training, Training The US military is the most over trained workforce in the US, but training is just as imperative for employment readiness and placement as it is in other areas. Basic assistance for resumes and interviews can be attained through the Transition program on the installation or through Workforce Vet Centers in the communities. CASY offers a live training platform that provides more targeted assistance that is necessary for placement. In addition to job readiness topics, CASY has expanded its training platform to include skills preparation to meet the needs of service members and veterans who lack proficiency in areas that are crucial for their particular industry. Skills training sessions are conducted weekly in two to four week segments per topic, and all training is led by a credentialed and experienced training staff. Collaboration is Key CASY believes in collaboration and leveraging strengths for the benefit of those they serve. We recognize that employment is an issue that is well beyond the capabilities of one organization or agency, and that the support of many is needed to really make a difference to those within the military and veteran communities. Our organizations look for other non-profit organizations that are outcome-focused with whom to leverage strengths and provide maximum resources and opportunities to our service members, National Guard, Reserves, veterans, military spouses, caregivers, and families. This is not a one organization issue, but an area that needs contributions and support from many in order to really make a difference. Goals for 2014 Expand Train2Hire and Transitional Certification & License (TCL)Programs Increase employment opportunities through Recruiter Connect Increase military and veteran job placements Find additional solutions that help service members and veterans move past hiring obstacles to placement Page 9 of 21

10 Place the Learning Management System (LMS) fully online so all training programs are available 24/7 regardless of where the service member or veteran is located 2013 Operational Program Report CASY saw a 67% increase in military service members and veterans seeking assistance through our readiness training. Together, CASY and MSCCN continued to hone the Applicant Job Placement Case Management and Applicant Tracking Technology and One-on-One Employment Readiness Model, which revolutionized the way military affiliated applicants are handled by recruiters in direct one-on-one fashion. Employment counselors from other agencies and organizations have started to mimic MSCCN s employment model because of the proven successes reported each month. The CASY team continued to identify additional tools and resources that helped to streamline the job placement model and maximize the time spent with our job seekers as we help them work through to placement. CASY began development of a Learning Management System (LMS) in partnership with Ed4Online. All virtual training courses will be placed inside LMS for easy access 24/7, tracking and reporting, and the addition of Professional Development courses and Continued Education courses that lead to a certification or license required by industries. Citi Women s DTP Team adopted CASY-MSCCN in their evolution project. Through this project, our organizations were gifted top-of-the-line training software, Articulate, which is compatible with our LMS. The first two trainings were recorded using the software and loaded inside LMS. - Basic Resume Development - Job Interview Prep CASY continued to expand the Applicant-Recruiter Connect Program which connects applicants directly to recruiters and employers from our corporate partners in order to facilitate hires. The network of employers grew to over 2,000 in CASY expanded the Military-to-Civilian Jobs Network Alliance and Employment Placement Campaigns and fine tuned existing industry programs: - Troops to Transportation & Logistics Campaign - American Jobs for America s Heroes Small to Mid-size Company Campaign - Homeless Veteran Employment Program - Wind Energy Campaign - Industry Focused Train2Hire Programs - Job Shadow to Hire Campaign - Mixed Certification programs - IT The Military Service Employment Journal (MSEJ) was distributed monthly through our military, veteran, and government networks for all those within the military and veteran Page 10 of 21

11 communities. The CASY MSEJ team developed a contact management system which allows a better push-out of the journal from an online platform. The MSEJ was taken to monthly distribution and more efficient tracking and reporting mechanisms were put in place. Readership directly with military spouses and veterans, beyond distribution through Headquarters for each Branch, is growing steadily. Peer-to-Peer Mentorship CASY direct-connect and outreach to military-affiliated job seekers. In 2013, CASY continued to work with MSCCN to expand relationships with other military and veteran organizations that helped expand outreach efforts throughout the military and veteran communities. Partnerships were formed with 11 organizations in All of these partners were vetted through our Leadership. Expansion of Recruiter and Corporate Connections direct-connect partnerships with recruitment teams to connect/match qualified military-affiliated job seekers within their open positions. Distinct partnerships and support from DirectEmployers Association and our association partners helped CASY expand Recruiter Connect relations in Train the Trainer - Best Practices Training for Employment Counselors. Over the years many military employment counselors have attended MSCCN s virtual training programs to garner information that helped them better assist military family members with employment. In 2013, our team was asked to continue offering training specifically for military employment counselors through the CASY-MSCCN Train the Trainer Program which covers Best Practices Training for Employment Counselors. All CASY staff are highly trained and/or credentialed in HR and recruitment; all staff are required to go through the Train the Trainer program as they are brought on the team. Through this program, CASY provides Military Employment Counselors the same robust employment training that it uses to train CASY staff. CASY worked with MSCCN to deepen its relationship with National Guard and provide supplemental services to their existing employment programs through the National Guard Employment Network (NGEN) which is supported 85% by CASY-MSCCN direct services. NGB Needs Letter: - Development of a Central Employment Network in 18 new states under NGEN; in addition, partial tools and services provided to 36 other states. - Development and maintenance of over 20 webistes for the National Guard program to include a 55 th site for NGB. - Maintenance of 54 state folders/partitioned data for each National Guard state inside our world class technology (case management applicant tracking hybrid) provided by Kenexa-IBM. - Development of reports and tracking for the 18 new states. - Technology training and support for all state military employment counselors - teaching them how to work within the technology. Page 11 of 21

12 - Development of Employment Placement Campaigns and further development of the American Jobs for America's Heroes campaign. - Continued employment support for all fifty-four states and U.S. territories. It is our goal to increase the employment success rate for all military-affiliated job seekers and, in turn, increase the quality of life for military families overall. The programs under CASY and MSCCN are essential to accomplishing this goal, as is the direct cooperative work we do with affiliate organizations and agencies. Overview of 2013 Outcomes CASY & MSCCN s programs provide essential tools, resources, and opportunities that help prepare military-affiliated applicants succeed in their career endeavors. The CASY & MSCCN Program produced the following outcomes in 2013: Program outreach and assistance for 2013 was over 75,000 for new military-affiliated applicants; assistance was given inside MSCCN as well as through military family centers and other nonprofit partners. There were 4,789 reported hires during There were over 1900 Recruiter contacts. Social Media Contacts averaged over 1,000 per month. 788 military-affiliated job seekers attended Virtual Trainings. 415 military counselors attended virtual trainings. 4,238 applicants attended on-site events with CASY & MSCCN. CASY & MSCCN trained 108 Employment Professionals for the National Guard Employment Program. CASY & MSCCN team members developed 20 web portal pages for the National Guard states and US territories and National Guard Bureau, as well as a back office administration site for all National Guard Employment staff. CASY & MSCCN developed their small and mid-size business campaign with Center for America under the American Jobs for America s Heroes campaign and implemented work efforts with over 1,000 mid-size companies nationwide. Corporate relations in 2013 expanded by 55% bringing the total of corporate and small business partners to over 2,000. CASY & MSCCN trained 27 Yellow Ribbon Employment Counselors working under H2H. Career Corps Members donated over 18,460 hours of volunteer time in 2013 giving a cost savings of over $184,600 to CASY and MSCCN for the entire year. There were over 1.3 million hits to the CASY and MSCCN Websites during Page 12 of 21

13 2013 Hires Report In 2013 CASY & MSCCN reported a total of 4,101 military and veteran applicants hired. The hires fall into the following categories: Active Military National Guard 3,737 Reservists - 14 Retired Military - 32 Veterans Drilling (M-Day) National Guard - 3 Conclusion The Way Forward in 2014 Today, CASY & MSCCN are leaders in the area of military and veteran employment. For over nine years we have been developing and honing a direct placement process that is successful for both our military and veteran job seekers and the companies that have hired them. Our focus has been, and continues to be, on placement. For some, that may mean targeting language so they become visible to recruiters. For others, this may mean gap skills training, assessments and validating skills sets for employers to show a match for a position, or a Train2Hire program that provides training needed to be eligible while they are working for the employer. Regardless of what is needed in order to help a service member or veteran meet eligibility requirements for employment, CASY remains a strong and focused assist. That focus is on the end result the outcome the placement! In 2014 our organization will continue to focus on expanding employment opportunities and relationships with recruiters to facilitate placement, training and preparedness of our service members and veterans as we move them into position for placement, and solutions that help overcome hiring obstacles. Bill Simon, President & CEO of Walmart, U.S., stated very clearly in a public forum that through their service, veterans give us a land of freedom. When they return, it must be the land of possibility. CASY & MSCCN have been working tirelessly for the last nine years to ensure that service members, veterans, and their families find success in the civilian world, just as they did in the military, and that every opportunity is made available to ensure this is possible. In 2014, we will continue to forge ahead in finding solutions for hiring obstacles in the industries, mentoring other military and veteran employment groups to ensure they have the best information and tools necessary to aid their military-affiliated job seekers, and increasing the numbers of military and veteran job seekers who are trained, readied, and placed in positions that are a fit for their skills and abilities. Page 13 of 21

14 February 2013: YEAR IN REVIEW 2/19-21 CASY-MSCCN COO Stacy Bayton attended the annual AJAH Campaign Advisory Council (CAC) Council meeting in Washington D.C. 2/21-22 CASY-MSCCN COO Stacy Bayton attended a meeting with Citi, NBC Publishing and Reconnect in New York City Joining Forces Meeting March 3/6-7 Stacy Bayton attended a National Guard Roundtable meeting in Wisconsin 3/13 MSCCN CEO Deb Kloeppel attended a dinner with Joining Forces, OCEN partners, Stacy Bayton and Jennifer Quimby from CASY-MSCCN. Joining Forces Event 3/14 MSCCN Executive Director Erin Voirol attended the Hampton Road Employment Council Meeting in Norfolk, VA. 3/19 Stacy Bayton presented at a Marines4Life event in Camp Lejeune, NC. April 4/16 Stacy Bayton attended a meeting with several employer partners to discuss how they can better support hires for military spouses, veterans, and transitioning military. 4/30 Stacy Bayton attended meetings in San Antonio, TX with Steve Nowlan from Center For America 4/30 Deb Kloeppel and Erin Voirol attended a Joining Forces event at the White House May 2013 MSOY Event 5/9 Stacy Bayton and Erin Voirol attended the Military Spouse of the Year (MSOY) event in Washington, DC. 5/10 Erin Voirol attended and was a panelist at the Military Spouse Summit in Washington, DC. 5/10 Stacy Bayton attended a meeting in New York City with the Citi Developing Talent Program (DTP) Team. Evening Under the Stars

15 5/10 Bianca Nafpliotis and Robert Herbin attended a Military Job Fair in Virginia Beach, VA. 5/16 Erin Voirol attended an Army Wife Network Field Exercise at Fort Eustis, VA. 5/30 Erin Voirol, Bianca Nafpliotis, Robert Herbin, and Stacey Cummings attended the Hampton Roads Military Spouse Evening Under the Stars. July 7/1 Erin Voirol and Robert Herbin attended the Thomas Nelson Community College Resume Workshop in Hampton, VA. 7/11 Stacy Bayton attended the first annual Phillips 66 Open House in Houston, TX. 7/15-16 Deb Kloeppel and Stacy Bayton attended the first Military Spouse Employment Roundtable in Washington, DC. August 8/1 Jennifer Quimby, Admiral Kloeppel and Deb Kloeppel attended a meeting with the Jacksonville Military and Veterans Coalition (JMVC). 8/14 Stacy Bayton and Erin Voirol attended a meeting in Washington, D.C. with Navy Family Programs. September 9/22 Amy Rossi attended a meeting in New York City with the Citi DTP team. 9/22 Erin Voirol attended a meeting in Washington D.C., with Military Family Advisory Network (MFAN). 9/30 Erin Voirol attended the Joining Forces Veterans and Military Family Summit at the White House. October 10/12 Annual CASY & MSCCN Board Meeting in St. Louis, MO. Stacy Bayton, Admiral Kloeppel and Deb Kloeppel were in attendance. Thomas Nelson Community College Resume Workshop Military Family Advisory Network (MFAN) Meeting AUSA Conference Meeting with Freddie Mac MCCS Career Fair 10/17 MSCCN Operations Manager Odetta Delsol attended the Fort Meyer MSEP Career Fair at Henderson Hall. Page 15 of 21 Citi Halloween Fundraiser, NYC

16 10/20 Stacy Bayton attended the annual Direct Employers Association Conference in San Diego, CA. 10/29 The Citi DTP team hosted a Halloween Fundraising event for MSCCN. November 11/5 Stacy Bayton and Erin Voirol attended the Military Spouse Employment Partnership (MSEP) Signing in Washington, DC. MSEP 11/5 Dan Kloeppel and Stacy Bayton attended the Veterans to Work Meeting in Washington, DC. 11/5 Jennifer Quimby attended the 4 th Annual USAA Influencer Conference at the company s headquarters in San Antonio, Texas. 11/8 CASY CEO, Admiral Dan Kloeppel, attended a meeting with the Call of Duty Endowment and accepted the Call of Duty Seal of Distinction Award for the organization. 11/14 Erin Voirol attended the Thomas Nelson Community College Veterans Job Fair in Hampton, VA. 11/14 MSCCN was upgraded to an A+ Rating on the Better Business Bureau Wise Giving Alliance rating system. 11/18 Erin Voirol attended the Peninsula Council for Workforce Development in Hampton, VA. December Call of Duty Endowment (CODE) Award Ceremony USAA Influencer conference 12/4 Robert Herbin attended the Flagship Newspaper Still Serving Awards Reception as a nominee in Norfolk, VA. Robert Herbin Still Serving Award Nominee Page 16 of 21

17 Addendum

18 CASY Board of Directors Name Title, Company Board Membership Deborah A.M. Kloeppel Dan L. Kloeppel Lee J. Metcalf Founder and President, CASY CEO, CASY; President, DK Consulting, LLC Daugherty Business Solutions & RADM Metcalf, US Navy (ret) Non-Voting MSCCN Board Member Non-Voting Chairman, CASY Finance Committee Chairman CASY Board Richard S. Carey Healthcare Consultant CASY Corporate Secretary Lee W. Tuveson D. Edward Greene Conrad C. Chun AC Butch Giessman Curtis L. Hazel Andrew Jackson Simone A. Murray Chris Page Richard A. Parr Saul Perez Vice President of Finance, Magellan Health Services, Inc Freddie Mac Director - Operational Risk Management Director of Communications for Boeing Military Aircraft CEO, Chairman of Board, and Founder, AVMATS President, Hazel Partners, LLC President IBM Kenexa Government Solutions Vice President, Member Services. DirectEmployers Assn Co-Founder Army Week, NYC General Counsel, HCR ManorCare, Inc. Military Transitional Liaison, Swift Transportation MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member MSCCN Board Member Addendum Page ii of v

19 CASY Financials Beginning of Year Balance $94,044 Total Income $208,153 Total Program Expenses $104,439 Total End of Year Net Assets $197,758 Link to 2013 Form Link to 2013 Financial Review Addendum Page iii of v

20 CASY Form 990 (Pages 1 and 10) Addendum Page iv of v

21 Addendum Page v of v