Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA.
Totals
- Total revenue
- $906,012
- Total expenses
- $764,199
- Contributions and grants received
- $988,093
- Grants paid
- $0
- Program service revenue
- $25,000
- Investment income
- $14,754
- Other revenue
- -$121,835
- Total assets, end of year
- $1,049,578
- Total liabilities, end of year
- $557,618
- Net assets or fund balances, end of year
- $491,960
- Program services expenses (Part IX)
- $558,087
- Management and general expenses
- $82,105
- Fundraising expenses
- $124,007
- Program service expenses (Part III)
- $558,087
Program services were 73.0% 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.
-
1a · Federated campaigns
$39,820
-
1c · Fundraising events
$487,306
-
1f · All other contributions, gifts and grants
$460,967
-
2a · Program service revenue: SCHOOL DISTRICT
total $25,000 · related or exempt $25,000
-
3 · Investment income
total $11,775 · excluded $11,775
-
7a · Gross sales of assets other than inventory
securities $45 · other assets $2,934
-
7c · Gain or loss
securities $45 · other assets $2,934
-
7d · Net gain or loss
total $2,979 · related or exempt $45 · excluded $2,934
-
8a · Fundraising events: gross income
$12,470
-
8a · Fundraising events: contributions included on line 1c
$487,306
-
8b · Fundraising events: direct expenses
$134,789
-
8c · Net income from fundraising events
total -$122,319
-
11a · Other revenue: OTHER INCOME
total $484 · related or exempt $484
-
11e · Other revenue, total
$484
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $117,600 · program services $82,320 · management and general $11,760 · fundraising $23,520
-
7 · Other salaries and wages
total $207,738 · program services $145,416 · management and general $20,774 · fundraising $41,548
-
8 · Pension plan contributions
total $8,617 · program services $6,033 · management and general $862 · fundraising $1,722
-
10 · Payroll taxes
total $24,762 · program services $17,334 · management and general $2,476 · fundraising $4,952
-
11f · Fees: investment management
total $2,837 · management and general $2,837
-
11g · Fees: other
total $62,292 · program services $16,082 · management and general $21,956 · fundraising $24,254
-
12 · Advertising and promotion
total $33,652 · program services $30,286 · management and general $1,683 · fundraising $1,683
-
13 · Office expenses
total $36,642 · program services $26,806 · management and general $3,315 · fundraising $6,521
-
14 · Information technology
total $19,965 · program services $17,969 · management and general $998 · fundraising $998
-
16 · Occupancy
total $26,652 · program services $21,320 · management and general $2,666 · fundraising $2,666
-
17 · Travel
total $7,428 · program services $5,190 · management and general $746 · fundraising $1,492
-
19 · Conferences, conventions and meetings
total $15,684 · program services $10,979 · management and general $4,705
-
20 · Interest
total $14,844 · program services $11,481 · management and general $1,121 · fundraising $2,242
-
22 · Depreciation, depletion and amortization
total $6,984 · program services $4,888 · management and general $699 · fundraising $1,397
-
23 · Insurance
total $15,837 · program services $11,086 · management and general $1,584 · fundraising $3,167
-
24a · Other expenses: PROGRAM MATERIALS
total $84,215 · program services $84,215
-
24b · Other expenses: PROGRAM DEVELOPMENT & SUP
total $78,450 · program services $66,682 · management and general $3,923 · fundraising $7,845
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $588,374 · end of year $613,954
-
2 · Savings and temporary cash investments
beginning of year $7,669 · end of year $110,116
-
4 · Accounts receivable
end of year $4,800
-
9 · Prepaid expenses and deferred charges
end of year $3,320
-
10a · Land, buildings and equipment: cost or other basis
$49,098
-
10b · Land, buildings and equipment: accumulated depreciation
$37,126
-
10c · Land, buildings and equipment, net
beginning of year $18,957 · end of year $11,972
-
11 · Investments: publicly traded securities
beginning of year $264,725 · end of year $287,629
-
12 · Investments: other securities
beginning of year $16,191 · end of year $17,787
-
17 · Accounts payable and accrued expenses
beginning of year $55,544 · end of year $54,202
-
23 · Secured mortgages and notes payable
beginning of year $500,000 · end of year $498,411
-
25 · Other liabilities
beginning of year $5,254 · end of year $5,005
-
27 · Net assets without donor restrictions
beginning of year $335,118 · end of year $411,960
-
28 · Net assets with donor restrictions
end of year $80,000
Mission and programs · 2023
Mission
JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA IS A NONPROFIT DEDICATED TO INSPIRING AND PREPARING YOUNG PEOPLE FOR SUCCESS.
-
JA VOLUNTEERS DELIVER A CURRICULUM DESIGNED TO TEACH STUDENTS VITAL CONCEPTS IN ENTREPRENEURSHIP, FINANCIAL LITERACY, AND CAREER READINESS. THE STRUCTURED, HANDS-ON LESSONS PROVIDE REAL-WORLD APPLICATIONS AND INSIGHTS, EMPOWERING STUDENTS TO DEVELOP THE CONFIDENCE AND SKILLS NECESSARY FOR SUCCESS IN TODAY'S ECONOMY. VOLUNTEERS WHO BRING THEIR OWN BUSINESS EXPERIENCES RECEIVE COMPREHENSIVE TRAINING AND INCLUSIVE MATERIALS TO ENSURE EFFECTIVE PROGRAM DELIVERY. DURING THE 2023-2024 SCHOOL YEAR, JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA REACHED 27,285 STUDENTS, DELIVERING OVER 185,918 INSTRUCTIONAL HOURS THROUGH CORPORATE AND COMMUNITY VOLUNTEERS. THESE PROGRAMS EQUIP STUDENTS WITH THE KNOWLEDGE AND SKILLS TO MAKE INFORMED ACADEMIC AND FINANCIAL CHOICES, REINFORCING THE CONNECTION BETWEEN CLASSROOM LEARNING AND REAL- WORLD APPLICATIONS. JA PROGRAMS HELP STUDENTS DEVELOP SUCCESSFUL FINANCIAL MANAGEMENT HABITS, EXPLORE ENTREPRENEURIAL POTENTIAL, AND GAIN THE SKILLS NECESSARY TO THRIVE IN A GLOBAL WORKFORCE. EDUCATORS CONSISTENTLY INVITE JA INTO THEIR CLASSROOMS BECAUSE THE CURRICULUM ALIGNS WITH FLORIDA STATE STANDARDS, FILLS CRITICAL EDUCATIONAL GAPS, AND PROVIDES AN ENGAGING, SUPPORTIVE LEARNING ENVIRONMENT. THE CURRICULUM IS REGULARLY UPDATED TO REFLECT INDUSTRY TRENDS AND EVOLVING EDUCATIONAL REQUIREMENTS, ENSURING RELEVANCE AND EFFECTIVENESS.
Expenses $558,087 · Revenue $25,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Angela FisherANGELA FISHER
PRESIDENT/CE
- Total calculated
- $117,562
- From this org
- $114,138
- From related orgs
- $0
- Other
- $3,424
- Hours/week
- 40
-
Carlos ArtimeCARLOS ARTIME
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Jason BrewerJASON BREWER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.75
-
Andy BuschleANDY BUSCHLE
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 0.75
-
Jason DukeJASON DUKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Jeff FuscoJEFF FUSCO
CHAIR
- Total calculated
- $0
- Hours/week
- 0.75
-
Brian GlaeserBRIAN GLAESER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Nancy KoristaNANCY KORISTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Benjamin LeveneBENJAMIN LEVENE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Ryan M MitchellRYAN M MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Tom PitserTOM PITSER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.75
-
Monica ScireMONICA SCIRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Dr Mathew SheepDR MATHEW SHEEP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Suzanne SpechtSUZANNE SPECHT
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.75
-
Gary TasmanGARY TASMAN
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 0.75
-
Curt ToddCURT TODD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Michael TraficanteMICHAEL TRAFICANTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Earnest WilksEARNEST WILKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Sandy Stilwell YoungquistSANDY STILWELL YOUNGQUIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
-
Mona ZielkeMONA ZIELKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.75
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 March 2024
- IRS schema version
- 2023v6.0
- Source object
- 202501189349300035
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