Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF SOUTH FLORIDA.
Totals
- Total revenue
- $8,959,128
- Total expenses
- $8,293,367
- Contributions and grants received
- $8,870,244
- Grants paid
- $0
- Program service revenue
- $130,361
- Investment income
- $209,047
- Other revenue
- -$250,524
- Total assets, end of year
- $20,378,098
- Total liabilities, end of year
- $5,053,670
- Net assets or fund balances, end of year
- $15,324,428
- Program services expenses (Part IX)
- $6,878,667
- Management and general expenses
- $367,929
- Fundraising expenses
- $1,046,771
- Program service expenses (Part III)
- $6,878,667
Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$905,024
-
1e · Government grants (contributions)
$2,082,800
-
1f · All other contributions, gifts and grants
$5,882,420
-
1g · Noncash contributions included above
$332,809
-
2a · Program service revenue: PROGRAMS
total $130,361 · excluded $130,361
-
3 · Investment income
total $209,047 · excluded $209,047
-
8a · Fundraising events: gross income
$243,442
-
8a · Fundraising events: contributions included on line 1c
$905,024
-
8b · Fundraising events: direct expenses
$493,966
-
8c · Net income from fundraising events
total -$250,524 · excluded -$250,524
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,018,247 · program services $814,598 · management and general $50,912 · fundraising $152,737
-
7 · Other salaries and wages
total $2,339,793 · program services $1,871,834 · management and general $116,990 · fundraising $350,969
-
9 · Other employee benefits
total $387,865 · program services $310,292 · management and general $19,393 · fundraising $58,180
-
10 · Payroll taxes
total $244,712 · program services $195,770 · management and general $12,235 · fundraising $36,707
-
11g · Fees: other
total $820,536 · program services $634,094 · management and general $13,522 · fundraising $172,920
-
12 · Advertising and promotion
total $27,203 · program services $18,732 · management and general $20 · fundraising $8,451
-
16 · Occupancy
total $226,574 · program services $195,304 · management and general $14,581 · fundraising $16,689
-
17 · Travel
total $33,875 · program services $26,192 · management and general $261 · fundraising $7,422
-
20 · Interest
total $75,109 · program services $60,147 · management and general $3,741 · fundraising $11,221
-
22 · Depreciation, depletion and amortization
total $532,920 · program services $458,759 · management and general $28,672 · fundraising $45,489
-
23 · Insurance
total $135,143 · program services $127,568 · management and general $1,082 · fundraising $6,493
-
24a · Other expenses: PROGRAM EXPENSES
total $736,108 · program services $660,479 · management and general $18,907 · fundraising $56,722
-
24b · Other expenses: PROGRAM AND SUPPORT AND
total $436,470 · program services $436,470
-
24c · Other expenses: SUPPLIES
total $328,995 · program services $295,395 · management and general $2,465 · fundraising $31,135
-
24d · Other expenses: REPAIRS AND MAINTENANCE
total $245,253 · program services $216,162 · management and general $4,095 · fundraising $24,996
-
24e · All other expenses
total $704,564 · program services $556,871 · management and general $81,053 · fundraising $66,640
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,359,864 · end of year $5,942,086
-
3 · Pledges and grants receivable
beginning of year $3,394,548 · end of year $2,678,550
-
4 · Accounts receivable
beginning of year $1,410,935 · end of year $3,087,201
-
9 · Prepaid expenses and deferred charges
beginning of year $63,303 · end of year $116,996
-
10a · Land, buildings and equipment: cost or other basis
$14,581,931
-
10b · Land, buildings and equipment: accumulated depreciation
$6,386,613
-
10c · Land, buildings and equipment, net
beginning of year $8,271,260 · end of year $8,195,318
-
15 · Other assets
beginning of year $332,942 · end of year $357,947
-
17 · Accounts payable and accrued expenses
beginning of year $442,159 · end of year $515,322
-
19 · Deferred revenue
beginning of year $890,526 · end of year $1,980,335
-
20 · Tax-exempt bond liabilities
beginning of year $2,589,834 · end of year $1,585,157
-
25 · Other liabilities
beginning of year $1,145,243 · end of year $972,856
-
27 · Net assets without donor restrictions
beginning of year $10,318,367 · end of year $12,558,337
-
28 · Net assets with donor restrictions
beginning of year $4,446,723 · end of year $2,766,091
Mission and programs · 2023
Mission
JUNIOR ACHIEVEMENT OF SOUTH FLORIDA, INC. HIGHLIGHTS THE VALUE OF THE FREE ENTERPRISE SYSTEM, TEACHING BUSINESS KNOW-HOW AND PERSONAL FINANCE. WE DO THAT THROUGH PROVEN STRUCTURED, HANDS-ON PROGRAMS FOR ALL STUDENTS, K-12. THE RELEVANCY OF THE ORGANIZATION'S PROGRAMS REINFORCES THE LEARNING PROCESS, ENCOURAGES SELF-ESTEEM AND INCREASES THE POTENTIAL FOR OUR STUDENTS FUTURE SUCCESS.
Activities or mission (Part I)
TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.
-
THE PROGRAM SERVICES ARE COMPRISED OF THE FOLLOWING:JA BIZTOWN: EACH BIZTOWN IS AN INDOOR CENTER THAT CONTAINS A MINI CITY WITH UP TO 18 PUBLIC AND PRIVATE BUSINESSES. EACH BUSINESS WITHIN THE CENTER IS SPONSORED BY A REAL LOCAL BUSINESS AND DISPLAYS THE AUTHENTIC LOGO AND THE ACTUAL MARKETPLACE APPEARENCE OF THE SPONSOR BRINGING THE TOWN TO LIFE FOR THE STUDENTS.JA FINANCE PARK: PROGRAM HELPS STUDENTS NAVIGATE THE WORLD OF PERSONAL FINANCES AS THEY ASSUME THE ROLE OF AN "ADULT FOR THE DAY". AT JA FINANCE PARK, STUDENTS ARE GIVEN A UNIQUE LIFE SITUATION CARD WHICH INCLUDES AN INCOME, MARITAL STATUS, EVEN KIDS.USING THIS PERSONA, STUDENTS WORK TO CREATE A BALANCED MONTHLY BUDGET WHILE MAKING DECISIONS REGARDING HOUSING, TRANSPORTATION, INSURANCE, SAVINGS, ENTERTAINMENT EXPENSES AND MUCH MORE.JA INCLASS: JA FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP PROGRAMS ARE DESIGNED TO INSPIRE AND PREPARE STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE TO OWN THEIR FUTURE ECONOMIC SUCCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL COMMUNITY USING PROFESSIONALLY DESIGNED AND RIGOROUSLY EVALUATED CURRICULUM MATERIALS.
Expenses $6,878,667
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Timothy A RubinTIMOTHY A RUBIN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Andrew KoenigANDREW KOENIG
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Monica NavarroMONICA NAVARRO
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Gregory C ThompsonGREGORY C THOMPSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mark S WalterMARK S WALTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matthew VergaMATTHEW VERGA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maureen CanadaMAUREEN CANADA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Meaghan RyanMEAGHAN RYAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael WeymouthMICHAEL WEYMOUTH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peter WoolfPETER WOOLF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julie L Williamson-BressetJULIE L WILLIAMSON-BRESSET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stuart MorrisSTUART MORRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John T Ray IIIJOHN T RAY III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alfredo AguirreALFREDO AGUIRRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard FarahRICHARD FARAH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael FischlerMICHAEL FISCHLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Katherine FosterKATHERINE FOSTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David GreenbergDAVID GREENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joel MayersohnJOEL MAYERSOHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dawn StaglianoDAWN STAGLIANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Angelika SchlangerANGELIKA SCHLANGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Don SilvestriDON SILVESTRI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jordan YatesJORDAN YATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David ChanonDAVID CHANON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeni ChokronJENI CHOKRON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Monique L CorkerMONIQUE L CORKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth DebrittoKENNETH DEBRITTO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Monica FrankMONICA FRANK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robyn Raphael DynanROBYN RAPHAEL DYNAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Andrea TsakanikasANDREA TSAKANIKAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Akin AyodeleAKIN AYODELE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa D'AugustinoLISA D'AUGUSTINO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Seth E EllisSETH E ELLIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Milin EspinoMILIN ESPINO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lynn GoldmanLYNN GOLDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Manish HiraparaMANISH HIRAPARA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Peter LoyelloPETER LOYELLO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stacey MillerSTACEY MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tamara RodriguezTAMARA RODRIGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer StarkeyJENNIFER STARKEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ryan CroninRYAN CRONIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rodney DavisRODNEY DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matthew DigregorioMATTHEW DIGREGORIO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wendy LiebowitzWENDY LIEBOWITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas LoffredoTHOMAS LOFFREDO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Captain Renee PetersonCAPTAIN RENEE PETERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janice StubbsJANICE STUBBS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chaz WarringtonCHAZ WARRINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Giancarlo ZunigaGIANCARLO ZUNIGA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christine Battles MerhigeCHRISTINE BATTLES MERHIGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Georgie BrownGEORGIE BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BishopJEFF BISHOP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ross CalvertROSS CALVERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly CamposKIMBERLY CAMPOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brenda HornerBRENDA HORNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Daphnee SainvilDAPHNEE SAINVIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Geoffrey HorstGEOFFREY HORST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Howard HepburnHOWARD HEPBURN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Howard LevineHOWARD LEVINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sherry BradleySHERRY BRADLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ronnie MedinaRONNIE MEDINA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert MorcosROBERT MORCOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ritika FerwaniRITIKA FERWANI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Arthur RosenbergARTHUR ROSENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nicky TesserNICKY TESSER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Catherine MandellCATHERINE MANDELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristen SearleKRISTEN SEARLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kim SarniKIM SARNI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christine ShawCHRISTINE SHAW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cindy MasonCINDY MASON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cristy CastanedaCRISTY CASTANEDA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William BeckhamWILLIAM BECKHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julio RoqueJULIO ROQUE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Julio RamirezJULIO RAMIREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jessica LernerJESSICA LERNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jamie ManburgJAMIE MANBURG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline LorberJACQUELINE LORBER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Zachary MorrisonZACHARY MORRISON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laurie SallaruloLAURIE SALLARULO
CEO/EXECUTIVE DIRECTOR
- Total calculated
- $567,585
- From this org
- $557,151
- From related orgs
- $0
- Other
- $10,434
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $309,651
- Bonus
- $247,500
- Other
- $0
- Deferred
- $9,900
- Nontaxable benefits
- $534
- Filer's total
- $567,585
-
Monica McNerneyMONICA MCNERNEY
CHIEF OPERATING OFFICER
- Total calculated
- $159,559
- From this org
- $153,186
- From related orgs
- $0
- Other
- $6,373
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,986
- Bonus
- $11,200
- Other
- $0
- Deferred
- $4,321
- Nontaxable benefits
- $2,052
- Filer's total
- $159,559
-
Shernette GrantSHERNETTE GRANT
CHIEF PROGRAM OFFICER
- Total calculated
- $150,577
- From this org
- $150,577
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,577
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $150,577
-
Adrinia WoodsADRINIA WOODS
CHIEF REVENUE OFFICER
- Total calculated
- $158,767
- From this org
- $146,566
- From related orgs
- $0
- Other
- $12,201
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,566
- Bonus
- $20,000
- Other
- $0
- Deferred
- $4,622
- Nontaxable benefits
- $7,579
- Filer's total
- $158,767
-
Diana MetcalfDIANA METCALF
SENIOR DIRECTOR OF DEVELOP
- Total calculated
- $110,923
- From this org
- $109,282
- From related orgs
- $0
- Other
- $1,641
- Hours/week
- 40
-
Debbie HammerDEBBIE HAMMER
DIRECTOR OF DEVELOPMENT
- Total calculated
- $108,843
- From this org
- $105,139
- From related orgs
- $0
- Other
- $3,704
- Hours/week
- 40
-
Casey DellapennaCASEY DELLAPENNA
DIRECTOR OF DEVELOPMENT
- Total calculated
- $110,230
- From this org
- $106,066
- From related orgs
- $0
- Other
- $4,164
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
JUNIOR ACHIEVEMENT USA INC
501(C)(3) · EDUCATION · CO
-
JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC
501(C)(3) · EDUCATION · FL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501329349302105
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