Form 990 for tax year 2024
Filed by JUNIOR ACHIEVEMENT OF SOUTH FLORIDA.
Totals
- Total revenue
- $9,976,985
- Total expenses
- $9,666,114
- Contributions and grants received
- $9,808,741
- Grants paid
- $0
- Program service revenue
- $150,291
- Investment income
- $232,249
- Other revenue
- -$214,296
- Total assets, end of year
- $20,134,234
- Total liabilities, end of year
- $4,524,557
- Net assets or fund balances, end of year
- $15,609,677
- Program services expenses (Part IX)
- $8,249,735
- Management and general expenses
- $343,162
- Fundraising expenses
- $1,073,217
- Program service expenses (Part III)
- $8,249,735
Program services were 85.3% 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
$949,127
-
1e · Government grants (contributions)
$2,561,925
-
1f · All other contributions, gifts and grants
$6,297,689
-
1g · Noncash contributions included above
$166,332
-
2a · Program service revenue: CAPSTONE FEES
total $150,291 · related or exempt $150,291
-
3 · Investment income
total $232,249 · excluded $232,249
-
8a · Fundraising events: gross income
$318,282
-
8a · Fundraising events: contributions included on line 1c
$949,127
-
8b · Fundraising events: direct expenses
$532,578
-
8c · Net income from fundraising events
total -$214,296 · excluded -$214,296
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $910,434 · program services $765,493 · management and general $37,419 · fundraising $107,522
-
7 · Other salaries and wages
total $3,000,072 · program services $2,522,461 · management and general $123,302 · fundraising $354,309
-
9 · Other employee benefits
total $396,173 · program services $333,102 · management and general $16,283 · fundraising $46,788
-
10 · Payroll taxes
total $343,159 · program services $288,528 · management and general $14,104 · fundraising $40,527
-
11g · Fees: other
total $2,279,080 · program services $1,992,902 · management and general $20,190 · fundraising $265,988
-
12 · Advertising and promotion
total $279,461 · program services $204,427 · management and general $355 · fundraising $74,679
-
13 · Office expenses
total $392,227 · program services $361,600 · management and general $2,549 · fundraising $28,078
-
16 · Occupancy
total $337,546 · program services $297,688 · management and general $8,710 · fundraising $31,148
-
17 · Travel
total $40,177 · program services $36,915 · management and general $386 · fundraising $2,876
-
20 · Interest
total $72,946 · program services $61,334 · management and general $2,997 · fundraising $8,615
-
22 · Depreciation, depletion and amortization
total $595,859 · program services $500,998 · management and general $24,490 · fundraising $70,371
-
23 · Insurance
total $153,233 · program services $144,473 · management and general $1,251 · fundraising $7,509
-
24a · Other expenses: PROGRAM FEES
total $366,163 · program services $365,931 · management and general $60 · fundraising $172
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $252,654 · program services $239,139 · management and general $1,921 · fundraising $11,594
-
24c · Other expenses: TRAINING & RECRUITMENT
total $132,138 · program services $116,304 · management and general $2,740 · fundraising $13,094
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $29,189 · program services $18,440 · management and general $802 · fundraising $9,947
-
24e · All other expenses
total $85,603 · management and general $85,603
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,491,210 · end of year $2,319,123
-
2 · Savings and temporary cash investments
beginning of year $4,715,163 · end of year $4,396,503
-
3 · Pledges and grants receivable
beginning of year $2,678,550 · end of year $1,784,369
-
4 · Accounts receivable
beginning of year $3,087,201 · end of year $3,069,470
-
9 · Prepaid expenses and deferred charges
beginning of year $116,996 · end of year $25,134
-
10a · Land, buildings and equipment: cost or other basis
$15,464,214
-
10b · Land, buildings and equipment: accumulated depreciation
$6,982,472
-
10c · Land, buildings and equipment, net
beginning of year $8,195,318 · end of year $8,481,742
-
15 · Other assets
beginning of year $93,660 · end of year $57,893
-
17 · Accounts payable and accrued expenses
beginning of year $461,360 · end of year $761,175
-
19 · Deferred revenue
beginning of year $2,792,205 · end of year $2,501,082
-
20 · Tax-exempt bond liabilities
beginning of year $1,585,157 · end of year $1,101,313
-
25 · Other liabilities
beginning of year $214,948 · end of year $160,987
-
27 · Net assets without donor restrictions
beginning of year $12,558,337 · end of year $13,739,196
-
28 · Net assets with donor restrictions
beginning of year $2,766,091 · end of year $1,870,481
Mission and programs · 2024
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 $8,249,735 · Revenue $150,291
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andrew KoenigANDREW KOENIG
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Gregory C ThompsonGREGORY C THOMPSON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Tamara RodriguezTAMARA RODRIGUEZ
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ryan CroninRYAN CRONIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Alfredo AguirreALFREDO AGUIRRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Akin AyodeleAKIN AYODELE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William BeckhamWILLIAM BECKHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BishopJEFF BISHOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sherry BradleySHERRY BRADLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Georgie BrownGEORGIE BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey BuzzelliJEFFREY BUZZELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ross CalvertROSS CALVERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly CamposKIMBERLY CAMPOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maureen CanadaMAUREEN CANADA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cristy CastanedaCRISTY CASTANEDA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ChanonDAVID CHANON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monique L CorkerMONIQUE L CORKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa D'AugustinoLISA D'AUGUSTINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt De AguiarMATT DE AGUIAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth DebrittoKENNETH DEBRITTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew DigregorioMATTHEW DIGREGORIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robyn Raphael DynanROBYN RAPHAEL DYNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Seth E EllisSETH E ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard FarahRICHARD FARAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ritika FerwaniRITIKA FERWANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael A FischlerMICHAEL A FISCHLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katherine FosterKATHERINE FOSTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monica FrankMONICA FRANK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lynn Goldman-HaymanLYNN GOLDMAN-HAYMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer GoldsmithJENNIFER GOLDSMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Howard HepburnHOWARD HEPBURN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Manish HiraparaMANISH HIRAPARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brenda HornerBRENDA HORNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Geoffrey HorstGEOFFREY HORST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cinthya LavinCINTHYA LAVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica LernerJESSICA LERNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Howard LevineHOWARD LEVINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wendy LiebowitzWENDY LIEBOWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas H LoffredoTHOMAS H LOFFREDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline LorberJACQUELINE LORBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter LoyelloPETER LOYELLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jamie ManburgJAMIE MANBURG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Catherine MandellCATHERINE MANDELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cindy MasonCINDY MASON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joel D MayersohnJOEL D MAYERSOHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ronnie MedinaRONNIE MEDINA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine L Battles MerhigeCHRISTINE L BATTLES MERHIGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacey MillerSTACEY MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert MorcosROBERT MORCOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stuart R MorrisSTUART R MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Zachary MorrisonZACHARY MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monica NavarroMONICA NAVARRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marc NudelbergMARC NUDELBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Captain Renee PetersonCAPTAIN RENEE PETERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julio RamirezJULIO RAMIREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John T Ray IIIJOHN T RAY III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julio RoqueJULIO ROQUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arthur RosenbergARTHUR ROSENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Timothy A RubinTIMOTHY A RUBIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meaghan RyanMEAGHAN RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael SalamoneMICHAEL SALAMONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim SarniKIM SARNI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angelika SchlangerANGELIKA SCHLANGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristen SearleKRISTEN SEARLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christine ShawCHRISTINE SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don SilvestriDON SILVESTRI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer StarkeyJENNIFER STARKEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Caitlin StellaCAITLIN STELLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nicky TesserNICKY TESSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andrea TsakanikasANDREA TSAKANIKAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew VergaMATTHEW VERGA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mark S WalterMARK S WALTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chaz WarringtonCHAZ WARRINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie L Williamson-BressetJULIE L WILLIAMSON-BRESSET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter R WoolfPETER R WOOLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Giancarlo ZunigaGIANCARLO ZUNIGA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie SallaruloLAURIE SALLARULO
PRESIDENT & CEO
- Total calculated
- $484,754
- From this org
- $423,220
- From related orgs
- $0
- Other
- $61,534
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,220
- Bonus
- $96,000
- Other
- $0
- Deferred
- $61,000
- Nontaxable benefits
- $534
- Filer's total
- $484,754
-
Monica McNerneyMONICA MCNERNEY
CHIEF OPERATING OFFICER
- Total calculated
- $190,318
- From this org
- $182,317
- From related orgs
- $0
- Other
- $8,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,717
- Bonus
- $18,600
- Other
- $0
- Deferred
- $5,531
- Nontaxable benefits
- $2,470
- Filer's total
- $190,318
-
Adrinia WoodsADRINIA WOODS
CHIEF REVENUE OFFICER
- Total calculated
- $187,657
- From this org
- $185,257
- From related orgs
- $0
- Other
- $2,400
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,007
- Bonus
- $28,250
- Other
- $0
- Deferred
- $2,400
- Nontaxable benefits
- $0
- Filer's total
- $187,657
-
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
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 survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- ALL BONUSES ARE BASED ON PERFORMANCE OF THE EMPLOYEES.
- FORM 990, PART VII AND SCHEDULE J PAGE 2
- IN THE YEAR ENDING JUNE 30, 2024, THE ORGANIZATION'S CEO, LAURIE SALLARULO, RECEIVED A ONE-TIME, RETROACTIVE ADJUSTMENT TO HER SALARY. THIS ADJUSTMENT WAS NOT REPRESENTATIVE OF ONGOING ANNUAL COMPENSATION. THE ADJUSTMENT WAS MADE TO ALIGN THE CEO'S COMPENSATION WITH FAIR MARKET VALUE FOR THE ROLE, AS PRIOR COMPENSATION HAD FALLEN BELOW MARKET. THE REPORTED TOTAL IS ALSO INCLUSIVE OF A BONUS. THE COMPENSATION WAS REVIEWED AND APPROVED BY JA USA AND BY OUR BOARD OF DIRECTORS, WITH NO CONFLICTS OF INTEREST AMONG THE APPROVING MEMBERS. THE DECISION AND SUPPORTING ANALYSIS WERE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD'S MINUTES.
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.
-
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
- 2024
- Filed
- 12 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601359349307100
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