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Nonprofiteer
← JUNIOR ACHIEVEMENT OF NORTH FLORIDA

Form 990 for tax year 2024

Filed by JUNIOR ACHIEVEMENT OF NORTH FLORIDA.

Totals

Total revenue
$1,966,017
Total expenses
$1,504,375
Contributions and grants received
$1,631,955
Grants paid
$0
Program service revenue
$0
Investment income
$79,232
Other revenue
$254,830
Total assets, end of year
$2,680,074
Total liabilities, end of year
$790,909
Net assets or fund balances, end of year
$1,889,165
Program services expenses (Part IX)
$982,264
Management and general expenses
$231,373
Fundraising expenses
$290,738
Program service expenses (Part III)
$982,264

Program services were 65.3% 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.

  • 1f · All other contributions, gifts and grants

    $1,631,955

  • 3 · Investment income

    total $79,232 · excluded $79,232

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $346,461

  • 8b · Fundraising events: direct expenses

    $91,631

  • 8c · Net income from fundraising events

    total $254,830 · excluded $231,905

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $150,681 · program services $89,628 · management and general $21,685 · fundraising $39,368

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $666,295 · program services $396,325 · management and general $95,889 · fundraising $174,081

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $80,423 · program services $47,837 · management and general $11,574 · fundraising $21,012

  • 10 · Payroll taxes

    total $63,669 · program services $37,872 · management and general $9,163 · fundraising $16,634

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $122,750 · program services $61,375 · management and general $61,375

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $142,483 · program services $142,483

  • 12 · Advertising and promotion

    total $5,028 · program services $3,268 · fundraising $1,760

  • 13 · Office expenses

    total $56,941 · program services $33,998 · management and general $8,149 · fundraising $14,794

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $53,746 · program services $31,969 · management and general $7,735 · fundraising $14,042

  • 17 · Travel

    total $43,281 · program services $32,461 · management and general $10,820

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $13,224 · program services $7,866 · management and general $1,903 · fundraising $3,455

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,297 · program services $771 · management and general $187 · fundraising $339

  • 23 · Insurance

    total $20,105 · program services $11,959 · management and general $2,893 · fundraising $5,253

  • 24a · Other expenses: Program Materials

    total $84,452 · program services $84,452

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $166,896 · end of year $58,678

  • 2 · Savings and temporary cash investments

    beginning of year $1,984,406 · end of year $2,501,860

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $22,000 · end of year $61,096

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,000 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $70,719

  • 10b · Land, buildings and equipment: accumulated depreciation

    $70,719

  • 10c · Land, buildings and equipment, net

    beginning of year $1,296 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $105,352 · end of year $58,440

  • 17 · Accounts payable and accrued expenses

    beginning of year $139,088 · end of year $117,533

  • 19 · Deferred revenue

    beginning of year $93,305 · end of year $113,500

  • 25 · Other liabilities

    beginning of year $626,034 · end of year $559,876

  • 27 · Net assets without donor restrictions

    beginning of year $1,018,614 · end of year $1,397,873

  • 28 · Net assets with donor restrictions

    beginning of year $408,909 · end of year $491,292

Mission and programs · 2024

Mission

The Organization's mission and primary purpose is to inspire young people to succeed in a global economy.

  • Students in Elementary, Middle and High School are introduced to lessons that promote financial literacy, work and career readiness, and entrepreneurship.

    Expenses $982,264

As filed on the 2024 return.

Listed in Part VII

  • Shannon Italia

    President

    Total calculated
    $165,981
    From this org
    $158,077
    From related orgs
    $0
    Other
    $7,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,077
    Bonus
    $15,000
    Other
    not reported
    Deferred
    $7,904
    Nontaxable benefits
    not reported
    Filer's total
    $165,981
  • Tiffany Guthrie

    VP of Programs

    Total calculated
    $102,889
    From this org
    $102,889
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Shatara Troy

    Director

    Total calculated
    $9,375
    From this org
    $9,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $9,375
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $9,375
  • Scott Finnegan

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Tim Hamilton

    Director

    Total calculated
    $0
    Hours/week
    1
  • Robert Bryan

    Director

    Total calculated
    $0
    Hours/week
    1
  • Mary Ann Callahan

    Director

    Total calculated
    $0
    Hours/week
    1
  • Lisa O'Neill

    Director

    Total calculated
    $0
    Hours/week
    1
  • Bob Wall

    Director

    Total calculated
    $0
    Hours/week
    1
  • Crystal Brown

    Director

    Total calculated
    $0
    Hours/week
    1
  • Travis Camp

    Director

    Total calculated
    $0
    Hours/week
    1
  • Carl Bailey

    Secretary

    Total calculated
    $0
    Hours/week
    1
  • Mike Clements

    Director Emerit

    Total calculated
    $0
    Hours/week
    1
  • Jeff Edwards

    Director

    Total calculated
    $0
    Hours/week
    1
  • Denise Boykin

    Director

    Total calculated
    $0
    Hours/week
    1
  • Rezell Carbert

    Director

    Total calculated
    $0
    Hours/week
    1
  • Chris Haley

    Director

    Total calculated
    $0
    Hours/week
    1
  • Patty Keenan

    Director

    Total calculated
    $0
    Hours/week
    1
  • Eric Loller

    Chair Elect

    Total calculated
    $0
    Hours/week
    1
  • Mike Ruegger

    Director

    Total calculated
    $0
    Hours/week
    1
  • Jeff Machols

    Chairman

    Total calculated
    $0
    Hours/week
    1
  • Luke O'Steen

    Director

    Total calculated
    $0
    Hours/week
    1
  • Nate Rozof

    Director

    Total calculated
    $0
    Hours/week
    1
  • Patrick Sargent

    Director

    Total calculated
    $0
    Hours/week
    1
  • Rob Sandlin

    Director

    Total calculated
    $0
    Hours/week
    1
  • David Sillick

    Director

    Total calculated
    $0
    Hours/week
    1
  • John Thompson

    Director

    Total calculated
    $0
    Hours/week
    1
  • John J Wall PhD

    Director

    Total calculated
    $0
    Hours/week
    1
  • Inyam Griggs

    Director

    Total calculated
    $0
    Hours/week
    1
  • Joey Janssen

    Director

    Total calculated
    $0
    Hours/week
    1
  • Eric Swanson

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kevin Leen

    Director

    Total calculated
    $0
    Hours/week
    1
  • Lauren DeAlexandris

    Director

    Total calculated
    $0
    Hours/week
    1
  • Jim Deats

    Director

    Total calculated
    $0
    Hours/week
    1
  • Nadar Farhat

    Director

    Total calculated
    $0
    Hours/week
    1
  • John LeMire

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kevin Gannon

    Director

    Total calculated
    $0
    Hours/week
    1
  • Courtney Harris

    Director

    Total calculated
    $0
    Hours/week
    1
  • Kevin Holbrooks

    Director

    Total calculated
    $0
    Hours/week
    1
  • Elaine Johnson

    Director

    Total calculated
    $0
    Hours/week
    1
  • Josh Johnson

    Director

    Total calculated
    $0
    Hours/week
    1
  • Andrew Kurz

    Director

    Total calculated
    $0
    Hours/week
    1
  • Fred McGinnis

    Director Emerit

    Total calculated
    $0
    Hours/week
    1
  • Richard Stein Jr

    Director

    Total calculated
    $0
    Hours/week
    1
  • Shehani Ranadewa

    Director

    Total calculated
    $0
    Hours/week
    1
  • Cody O'Steen

    Director

    Total calculated
    $0
    Hours/week
    1
  • Evan Satterwhite

    Director

    Total calculated
    $0
    Hours/week
    1

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.

Provenance

Return type
form_990
Tax year
2024
Filed
9 December 2025
IRS schema version
2024v5.2
Source object
202513439349300801

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