Form 990 for tax year 2024
Filed by JUNIOR ACHIEVEMENT OF TAMPA BAY.
Totals
- Total revenue
- $8,004,421
- Total expenses
- $6,736,586
- Contributions and grants received
- $5,482,415
- Grants paid
- $0
- Program service revenue
- $2,222,767
- Investment income
- $237,777
- Other revenue
- $61,462
- Total assets, end of year
- $17,281,231
- Total liabilities, end of year
- $1,583,132
- Net assets or fund balances, end of year
- $15,698,099
- Program services expenses (Part IX)
- $5,938,077
- Management and general expenses
- $405,951
- Fundraising expenses
- $392,558
- Program service expenses (Part III)
- $5,938,077
Program services were 88.1% 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
$553,242
-
1e · Government grants (contributions)
$868,249
-
1f · All other contributions, gifts and grants
$4,060,924
-
2a · Program service revenue: 3DE PROGRAM
total $1,717,017 · related or exempt $1,717,017
-
2b · Program service revenue: JA BIZTOWN
total $471,393 · related or exempt $471,393
-
2c · Program service revenue: EDUCATIONAL PROGRAMS
total $34,357 · related or exempt $34,357
-
3 · Investment income
total $72,700 · excluded $72,700
-
7a · Gross sales of assets other than inventory
securities $165,077
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $165,077
-
7d · Net gain or loss
total $165,077 · excluded $165,077
-
8a · Fundraising events: gross income
$273,533
-
8a · Fundraising events: contributions included on line 1c
$553,242
-
8b · Fundraising events: direct expenses
$212,071
-
8c · Net income from fundraising events
total $61,462 · excluded $61,462
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $815,339 · program services $630,639 · management and general $101,375 · fundraising $83,325
-
7 · Other salaries and wages
total $1,762,612 · program services $1,366,033 · management and general $216,156 · fundraising $180,423
-
8 · Pension plan contributions
total $104,795 · program services $83,282 · management and general $10,565 · fundraising $10,948
-
9 · Other employee benefits
total $128,475 · program services $102,101 · management and general $12,952 · fundraising $13,422
-
10 · Payroll taxes
total $165,454 · program services $131,489 · management and general $16,680 · fundraising $17,285
-
11g · Fees: other
total $150,897 · program services $120,230 · management and general $15,451 · fundraising $15,216
-
13 · Office expenses
total $398,990 · program services $330,162 · management and general $19,386 · fundraising $49,442
-
16 · Occupancy
total $108,550 · program services $108,550
-
19 · Conferences, conventions and meetings
total $868 · program services $768 · fundraising $100
-
20 · Interest
total $3,137 · program services $3,137
-
21 · Payments to affiliates
total $330,443 · program services $330,443
-
22 · Depreciation, depletion and amortization
total $358,848 · program services $348,648 · management and general $5,100 · fundraising $5,100
-
23 · Insurance
total $51,524 · program services $41,219 · management and general $5,150 · fundraising $5,155
-
24a · Other expenses: PROGRAM MATERIALS
total $2,136,848 · program services $2,136,848
-
24b · Other expenses: VOLUNTEER & STAFF TRAIN
total $135,506 · program services $120,228 · management and general $3,136 · fundraising $12,142
-
24c · Other expenses: SCHOLARSHIPS
total $84,300 · program services $84,300
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,284,380 · end of year $3,363,836
-
2 · Savings and temporary cash investments
beginning of year $2,266,859 · end of year $2,626,774
-
3 · Pledges and grants receivable
beginning of year $2,384,903 · end of year $2,596,425
-
4 · Accounts receivable
beginning of year $657,967 · end of year $40,376
-
7 · Other notes and loans receivable
beginning of year $3,885,637 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $243,528 · end of year $98,460
-
10a · Land, buildings and equipment: cost or other basis
$9,751,857
-
10b · Land, buildings and equipment: accumulated depreciation
$3,987,412
-
10c · Land, buildings and equipment, net
beginning of year $1,852,209 · end of year $5,764,445
-
11 · Investments: publicly traded securities
beginning of year $1,704,168 · end of year $1,850,687
-
15 · Other assets
beginning of year $6,512,486 · end of year $940,228
-
17 · Accounts payable and accrued expenses
beginning of year $398,387 · end of year $438,302
-
19 · Deferred revenue
beginning of year $671,657 · end of year $924,737
-
23 · Secured mortgages and notes payable
beginning of year $1,000 · end of year $1,000
-
25 · Other liabilities
beginning of year $6,181,473 · end of year $219,093
-
27 · Net assets without donor restrictions
beginning of year $9,253,143 · end of year $9,929,321
-
28 · Net assets with donor restrictions
beginning of year $4,286,477 · end of year $5,768,778
Mission and programs · 2024
Mission
JUNIOR ACHIEVEMENT OF TAMPA BAY IS DEDICATED TO IMPROVING QUALITY OF LIFE FOR YOUNG PEOPLE BY EQUIPPING THEM WITH THE FINANCIAL AND CAREER SKILLS FOR A SUCCESSFUL FUTURE. PROGRAMS BRIDGE THE GAP BETWEEN CLASSROOM LEARNING AND THE REAL (SEE CONTINUATION AT SCHEDULE O)
Activities or mission (Part I)
JA IS A NON-PROFIT ORGANIZATION PROVIDING A SERIES OF BUSINESS, ECONOMICS, FREE-ENTERPRISE AND LIFE-SKILLS PROGRAMS TO ENHANCE THE EDUCATION OF YOUNG PEOPLE.
-
EDUCATIONAL PROGRAMS: THE ORGANIZATION PROVIDES HANDS-ON, EXPERIENTIAL LEARNING TO K-12 STUDENTS, EMPHASIZING FINANCIAL LITERACY, ENTREPRENEURSHIP, AND CAREER AND WORK READINESS. DURING THE 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT REACHED APPROXIMATELY 46,270 STUDENTS, DELIVERING A TOTAL OF 1,850,321 INSTRUCTIONAL CONTACT HOURS.THE LEARNING EXPERIENCES FOLLOW A SEQUENTIAL CURRICULUM FROM KINDERGARTEN THROUGH 12TH GRADE, INCORPORATING THE TWO EXPERIENTIAL LEARNING CENTER PROGRAMS AND THE 3DE HIGH SCHOOL MODEL. STUDENTS GAIN A FUNDAMENTAL UNDERSTANDING OF BUSINESS AND ECONOMICS, AS WELL AS THE RELEVANCE OF EDUCATION IN THE WORKPLACE. (SEE SCHEDULE O FOR CONTINUATION)
Expenses $1,869,133 · Revenue $34,357
-
EXPERIENTIAL LEARNING CENTERS:THE ORGANIZATION OFFERS TWO EXPERIENTIAL LEARNING CENTER PROGRAMS THAT PROVIDE SIMULATION EXPERIENCES FOLLOWING IN-CLASS CURRICULUM. IN THE 2024-2025 SCHOOL YEAR, APPROXIMATELY 22,824 STUDENTS PARTICIPATED IN JA BIZTOWN, A HANDS-ON PROGRAM THAT INTRODUCES 5TH GRADERS TO ECONOMIC CONCEPTS, WORKPLACE SKILLS, AND PERSONAL AND BUSINESS FINANCES THROUGH A STUDENT-SIZED TOWN CREATED JUST FOR THEM. ADDITIONALLY, ABOUT 13,164 8TH GRADE STUDENTS VISITED JA FINANCE PARK, WHERE THEY HAD THE UNIQUE OPPORTUNITY TO EXPLORE THEIR PERSONAL FINANCIAL FUTURES FIRSTHAND. (SEE SCHEDULE O FOR CONTINUATION)
Expenses $1,469,934 · Revenue $471,393
-
3DE:THE ORGANIZATION ALSO OFFERS 3DE, AN INNOVATIVE EDUCATIONAL MODEL DESIGNED TO TRANSFORM PUBLIC HIGH SCHOOL EDUCATION. DURING THE 2024-2025 SCHOOL YEAR, 3,414 STUDENTS ACROSS 11 TAMPA BAY SCHOOLS WERE ENROLLED IN 3DE. THROUGH STRATEGIC PARTNERSHIPS WITH SCHOOL DISTRICTS AND THE BUSINESS COMMUNITY, 3DE CONNECTS STANDARDS-BASED LEARNING WITH PROJECT-BASED EDUCATION, DRIVING STUDENT ENGAGEMENT AND ACADEMIC SUCCESS. (SEE SCHEDULE O FOR CONTINUATION).
Expenses $2,599,010 · Revenue $1,717,017
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
NELSON CASTELLANO
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
SUZANNE DIAZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
DAVID JORDAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT SHIMBERG
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 2
-
PATRICK O'CONNOR
IMMEDIATE PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
JOSEPH CANNELLA
VICE CHAIR - AUDIT COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
KIM HILL
VICE CHAIR - LEARNING EXPERIENCES
- Total calculated
- $0
- Hours/week
- 2
-
BEMETRA SIMMONS
VICE CHAIR - GOVERNMENT AFFAIRS
- Total calculated
- $0
- Hours/week
- 2
-
BRIAN ADAMSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
IAN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
VAN AYRES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ALAN BERTSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRIAN BEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAVID BLACKWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVE BLAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVEN CANTILLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TYLER CATHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JEFF CHRONISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CRAIG CUFFE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LISA FALLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JAMIE GRANESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR MICHAEL GREGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR STACY HAHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TIM HOLCOMB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KASSIDY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEPHIE HOLMQUIST-JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAVID JORDAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAVID KELLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRENDON KINGSBURY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PETE KIRTLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JIM LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOE LOWRY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PHIL MALCOLM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JANICE MATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CJ MINTRONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
IWAN MOHAMED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT MOSSBACHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PAM MUMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
SANDY MURMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT PRICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MIKE QUACKENBUSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
RAFAEL RENNO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DOUG RICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DR MELODY RIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT RILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MIKE ROBERTSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JACK RYBICKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
STEVE SALZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVE SCHULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
YVETTE SEGURA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KEN SINGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ALEX SINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MIKE TASCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOE TEAGUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOHN TOMLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MARLENE VELEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD GEORGE
PRESIDENT
- Total calculated
- $442,474
- From this org
- $337,989
- From related orgs
- $0
- Other
- $104,485
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $324,424
- Bonus
- $0
- Other
- $13,565
- Deferred
- $73,808
- Nontaxable benefits
- $30,677
- Filer's total
- $442,474
-
MARGARET HALEY
SR. VICE PRESIDENT, ADMINI
- Total calculated
- $133,100
- From this org
- $116,762
- From related orgs
- $0
- Other
- $16,338
- Hours/week
- 40
-
CHRISTINA ROBERTS - 3DE
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $145,648
- From this org
- $138,998
- From related orgs
- $0
- Other
- $6,650
- Hours/week
- 40
-
LIZA STEVENS
CHIEF FINANCIAL OFFICER AS OF 1/1/25
- Total calculated
- $96,027
- From this org
- $94,117
- From related orgs
- $0
- Other
- $1,910
- 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 FINANCE PARK OF TAMPA BAY INC
501(C)(3) · TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640509349300619
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