Form 990 for tax year 2023
Filed by JUNIOR ACHIEVEMENT OF TAMPA BAY.
Totals
- Total revenue
- $5,495,049
- Total expenses
- $5,539,992
- Contributions and grants received
- $3,584,383
- Grants paid
- $0
- Program service revenue
- $1,826,020
- Investment income
- $107,719
- Other revenue
- -$23,073
- Total assets, end of year
- $20,792,137
- Total liabilities, end of year
- $7,252,517
- Net assets or fund balances, end of year
- $13,539,620
- Program services expenses (Part IX)
- $4,830,813
- Management and general expenses
- $361,653
- Fundraising expenses
- $347,526
- Program service expenses (Part III)
- $4,830,813
Program services were 87.2% 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
$554,407
-
1d · Related organizations
$228,462
-
1e · Government grants (contributions)
$162,400
-
1f · All other contributions, gifts and grants
$2,639,114
-
2a · Program service revenue: 3DE PROGRAM
total $1,146,351 · related or exempt $1,146,351
-
2b · Program service revenue: JA BIZTOWN
total $633,293 · related or exempt $633,293
-
2c · Program service revenue: EDUCATIONAL PROGRAMS
total $46,376 · related or exempt $46,376
-
3 · Investment income
total $107,719 · excluded $107,719
-
8a · Fundraising events: gross income
$160,794
-
8a · Fundraising events: contributions included on line 1c
$554,407
-
8b · Fundraising events: direct expenses
$183,867
-
8c · Net income from fundraising events
total -$23,073 · excluded -$23,073
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $638,760 · program services $488,765 · management and general $81,714 · fundraising $68,281
-
7 · Other salaries and wages
total $1,627,163 · program services $1,245,068 · management and general $208,158 · fundraising $173,937
-
8 · Pension plan contributions
total $83,112 · program services $66,490 · management and general $7,480 · fundraising $9,142
-
9 · Other employee benefits
total $190,171 · program services $152,137 · management and general $17,115 · fundraising $20,919
-
10 · Payroll taxes
total $140,823 · program services $112,658 · management and general $12,674 · fundraising $15,491
-
11c · Fees: accounting
total $27,305 · program services $21,470 · management and general $3,106 · fundraising $2,729
-
11g · Fees: other
total $30,935 · program services $24,325 · management and general $3,519 · fundraising $3,091
-
13 · Office expenses
total $91,802 · program services $61,102 · management and general $6,769 · fundraising $23,931
-
16 · Occupancy
total $802,599 · program services $779,913 · management and general $10,223 · fundraising $12,463
-
19 · Conferences, conventions and meetings
total $2,209 · program services $1,884 · fundraising $325
-
20 · Interest
total $19,800 · program services $19,800
-
21 · Payments to affiliates
total $246,504 · program services $246,504
-
22 · Depreciation, depletion and amortization
total $195,822 · program services $186,622 · management and general $4,600 · fundraising $4,600
-
23 · Insurance
total $50,705 · program services $40,565 · management and general $5,070 · fundraising $5,070
-
24a · Other expenses: PROGRAM MATERIALS
total $1,275,541 · program services $1,275,541
-
24b · Other expenses: VOLUNTEER & STAFF TRAIN
total $82,741 · program services $73,969 · management and general $1,225 · fundraising $7,547
-
24c · Other expenses: SCHOLARSHIPS
total $34,000 · program services $34,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,106,854 · end of year $1,284,380
-
2 · Savings and temporary cash investments
beginning of year $2,453,712 · end of year $2,266,859
-
3 · Pledges and grants receivable
beginning of year $2,572,287 · end of year $2,384,903
-
4 · Accounts receivable
beginning of year $165,302 · end of year $657,967
-
7 · Other notes and loans receivable
beginning of year $3,885,637 · end of year $3,885,637
-
9 · Prepaid expenses and deferred charges
beginning of year $224,539 · end of year $243,528
-
10a · Land, buildings and equipment: cost or other basis
$4,044,189
-
10b · Land, buildings and equipment: accumulated depreciation
$2,191,980
-
10c · Land, buildings and equipment, net
beginning of year $2,027,488 · end of year $1,852,209
-
11 · Investments: publicly traded securities
beginning of year $1,522,873 · end of year $1,704,168
-
15 · Other assets
beginning of year $6,454,018 · end of year $6,512,486
-
17 · Accounts payable and accrued expenses
beginning of year $436,707 · end of year $398,387
-
19 · Deferred revenue
beginning of year $450,000 · end of year $671,657
-
23 · Secured mortgages and notes payable
beginning of year $1,000 · end of year $1,000
-
25 · Other liabilities
beginning of year $6,004,982 · end of year $6,181,473
-
27 · Net assets without donor restrictions
beginning of year $8,902,281 · end of year $9,253,143
-
28 · Net assets with donor restrictions
beginning of year $4,617,740 · end of year $4,286,477
Mission and programs · 2023
Mission
JUNIOR ACHIEVEMENT OF TAMPA BAY SERVES 13 COUNTIES INCLUDING THE ENTIRE TAMPA BAY AREA. JUNIOR ACHIEVEMENT IS A VOLUNTEER-DRIVEN, NON-PROFIT ORGANIZATION. THIS YEAR, BUSINESS PROFESSIONALS, PARENTS, RETIREES AND COLLEGE STUDENTS (SEE CONTINUATION AT SCHEDULE O) WILL TEACH JUNIOR ACHIEVEMENT LEARNING EXPERIENCES IN-PERSON OR VIRTUALLY. THESE DEDICATED INDIVIDUALS ARE THE BACKBONE OF OUR ORGANIZATION. JUNIOR ACHIEVEMENT OF TAMPA BAY HAS BEEN EMPOWERING THE FUTURE OF LOCAL STUDENTS BY GIVING THEM THE KNOWLEDGE AND SKILLS THEY NEED TO MANAGE THEIR MONEY, PLAN FOR THEIR FUTURE, AND MAKE SMART ACADEMIC, CAREER AND ECONOMIC CHOICES.
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 2023-2024 SCHOOL YEAR, JUNIOR ACHIEVEMENT REACHED APPROXIMATELY 46,796 STUDENTS ACROSS 1,763 CLASSES, DELIVERING A TOTAL OF 1,693,421 INSTRUCTIONAL CONTACT HOURS.THE LEARNING EXPERIENCES FOLLOW A SEQUENTIAL CURRICULUM FROM KINDERGARTEN THROUGH 12TH GRADE, INCORPORATING THE TWO CAPSTONE 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)EACH GRADE LEVEL BUILDS ON THE KNOWLEDGE FROM THE PREVIOUS ONE, PREPARING STUDENTS FOR LIFELONG LEARNING AND SUCCESS IN SECONDARY EDUCATION AND WORKFORCE DEVELOPMENT.
Expenses $2,419,132 · Revenue $46,376
-
THE ORGANIZATION OFFERS TWO CAPSTONE PROGRAMS THAT PROVIDE SIMULATION EXPERIENCES FOLLOWING IN-CLASS CURRICULUM. IN THE 2023-2024 SCHOOL YEAR, APPROXIMATELY 21,817 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 13,149 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)THIS IMMERSIVE SIMULATION HELPS STUDENTS BUILD ESSENTIAL SKILLS AND EXPLORE POTENTIAL CAREER PATHS ALONG WITH THE STEPS NEEDED TO ACHIEVE THEM.
Expenses $1,245,861 · Revenue $633,293
-
3DE:THE ORGANIZATION ALSO OFFERS 3DE, AN INNOVATIVE EDUCATIONAL MODEL DESIGNED TO TRANSFORM PUBLIC HIGH SCHOOL EDUCATION. DURING THE 2023-2024 SCHOOL YEAR, 2,930 STUDENTS ACROSS 9 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). THIS LEARNING PLATFORM USES CASE-BASED LEARNING AND FOCUSES ON KEY COMPETENCIES SUCH AS CRITICAL THINKING, EFFECTIVE COLLABORATION, ENGAGING COMMUNICATION, AND SELF-DIRECTION, EQUIPPING STUDENTS WITH VALUABLE SKILLS FOR LIFE BEYOND SCHOOL.
Expenses $1,165,820 · Revenue $1,146,351
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Patrick O'ConnorPATRICK O'CONNOR
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Suzanne DiazSUZANNE DIAZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Yvette SeguraYVETTE SEGURA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Nelson CastellanoNELSON CASTELLANO
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Scott PriceSCOTT PRICE
IMMEDIATE PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Joseph CannellaJOSEPH CANNELLA
CHAIR-AUDIT COMMITTEE
- Total calculated
- $0
- Hours/week
- 2
-
Michael RobertsonMICHAEL ROBERTSON
CHAIR-INVITATIONAL
- Total calculated
- $0
- Hours/week
- 2
-
Van AyresVAN AYRES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert MossbacherROBERT MOSSBACHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jack RybickiJACK RYBICKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pam MumaPAM MUMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kim HillKIM HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian AdamskiBRIAN ADAMSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ian AndersonIAN ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brian BestBRIAN BEST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Janice RickertJANICE RICKERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeff ChronisterJEFF CHRONISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Tyler CatheyTYLER CATHEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joe DelucaJOE DELUCA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lisa FallerLISA FALLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve BlairSTEVE BLAIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jamie GraneseJAMIE GRANESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Michael GregoDR MICHAEL GREGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kassidy JohnsonKASSIDY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David JordanDAVID JORDAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie Holmquist JohnsonSTEPHANIE HOLMQUIST JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
David KelleyDAVID KELLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jim LangJIM LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bemetra SimmonsBEMETRA SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Phil MalcolmPHIL MALCOLM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sandra MurmanSANDRA MURMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ken SinghKEN SINGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Richard SobierayRICHARD SOBIERAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michael Quackenbush JrMICHAEL QUACKENBUSH JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Doug RichDOUG RICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve SalzerSTEVE SALZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve SchultzSTEVE SCHULTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Alex SinkALEX SINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joe TeagueJOE TEAGUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pete KirtlandPETE KIRTLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Scott RileySCOTT RILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lakshmi ShenoyLAKSHMI SHENOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
John TomlinJOHN TOMLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Cj MintroneCJ MINTRONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Alan BertschALAN BERTSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Craig CuffeCRAIG CUFFE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steven CantilloSTEVEN CANTILLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brendon KingsburyBRENDON KINGSBURY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Iwan MohamedIWAN MOHAMED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Rafael RennoRAFAEL RENNO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Robert ShimbergROBERT SHIMBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mike TascherMIKE TASCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marlene VelezMARLENE VELEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Joseph Lowry JrJOSEPH LOWRY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Richard GeorgeRICHARD GEORGE
PRESIDENT
- Total calculated
- $385,622
- From this org
- $333,122
- From related orgs
- $0
- Other
- $52,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $333,122
- Bonus
- $0
- Other
- $0
- Deferred
- $52,500
- Nontaxable benefits
- $0
- Filer's total
- $385,622
-
John WeilJOHN WEIL
CFO
- Total calculated
- $74,988
- From this org
- $74,988
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20 + 20 related
-
Margaret HaleyMARGARET HALEY
SR. VICE PRESIDENT, ADMINI
- Total calculated
- $113,728
- From this org
- $111,328
- From related orgs
- $0
- Other
- $2,400
- Hours/week
- 40
-
Christina Roberts - 3deCHRISTINA ROBERTS - 3DE
EXECUTIVE DIRECTOR
- Total calculated
- $149,322
- From this org
- $119,322
- From related orgs
- $0
- Other
- $30,000
- 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
- 2023
- Filed
- 16 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510169349301001
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