2025-01-16T08:30:19-06:00 2024-06-30 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2023-07-01 591098499 JUNIOR ACHIEVEMENT OF TAMPA BAY INC JUNI 8136311410 13707 NORTH 22ND STREET TAMPA FL 33613 RICHARD GEORGE PRESIDENT 8136311410 2025-01-16 1 1 SAM A LAZZARA P01342929 8138757774 2023 2024-10-15 13:58:12Z RICHARD GEORGE 13707 N 22ND STREET TAMPA FL 33613 5678916 0 X JATAMPABAY.ORG X 1982 FL 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. 54 54 47 5488 0 0 2519197 3584383 2545026 1826020 109855 107719 -69116 -23073 5104962 5495049 0 0 0 0 2083105 2680029 0 0 347526 2238374 2859963 4321479 5539992 783483 -44943 20412710 20792137 6892689 7252517 13520021 13539620 X 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. 0 0 2419132 46376 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. 1245861 633293 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. 1165820 1146351 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. 4830813 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 3 0 1 47 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 54 54 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X X X JUNIOR ACHIEVEMENT FINANCE PARK OF 8136311410 13707 N 22ND STREET TAMPA FL 33613 PATRICK O'CONNOR BOARD CHAIR 2.00 X X 0 0 0 SUZANNE DIAZ SECRETARY 2.00 X X 0 0 0 YVETTE SEGURA TREASURER 2.00 X X 0 0 0 NELSON CASTELLANO CHAIR ELECT 2.00 X X 0 0 0 SCOTT PRICE IMMEDIATE PAST BOARD CHAIR 2.00 X 0 0 0 JOSEPH CANNELLA CHAIR-AUDIT COMMITTEE 2.00 X 0 0 0 MICHAEL ROBERTSON CHAIR-INVITATIONAL 2.00 X 0 0 0 VAN AYRES DIRECTOR 2.00 X 0 0 0 ROBERT MOSSBACHER DIRECTOR 2.00 X 0 0 0 JACK RYBICKI DIRECTOR 2.00 X 0 0 0 PAM MUMA DIRECTOR 2.00 X 0 0 0 KIM HILL DIRECTOR 2.00 X 0 0 0 BRIAN ADAMSKI DIRECTOR 2.00 X 0 0 0 IAN ANDERSON DIRECTOR 2.00 X 0 0 0 BRIAN BEST DIRECTOR 2.00 X 0 0 0 JANICE RICKERT DIRECTOR 2.00 X 0 0 0 JEFF CHRONISTER DIRECTOR 2.00 X 0 0 0 TYLER CATHEY DIRECTOR 2.00 X 0 0 0 JOE DELUCA DIRECTOR 2.00 X 0 0 0 LISA FALLER DIRECTOR 2.00 X 0 0 0 STEVE BLAIR DIRECTOR 2.00 X 0 0 0 JAMIE GRANESE DIRECTOR 2.00 X 0 0 0 DR MICHAEL GREGO DIRECTOR 2.00 X 0 0 0 KASSIDY JOHNSON DIRECTOR 2.00 X 0 0 0 DAVID JORDAN DIRECTOR 2.00 X 0 0 0 STEPHANIE HOLMQUIST JOHNSON DIRECTOR 2.00 X 0 0 0 DAVID KELLEY DIRECTOR 2.00 X 0 0 0 JIM LANG DIRECTOR 2.00 X 0 0 0 BEMETRA SIMMONS DIRECTOR 2.00 X 0 0 0 PHIL MALCOLM DIRECTOR 2.00 X 0 0 0 SANDRA MURMAN DIRECTOR 2.00 X 0 0 0 KEN SINGH DIRECTOR 2.00 X 0 0 0 RICHARD SOBIERAY DIRECTOR 2.00 X 0 0 0 MICHAEL QUACKENBUSH JR DIRECTOR 2.00 X 0 0 0 DOUG RICH DIRECTOR 2.00 X 0 0 0 STEVE SALZER DIRECTOR 2.00 X 0 0 0 STEVE SCHULTZ DIRECTOR 2.00 X 0 0 0 ALEX SINK DIRECTOR 2.00 X 0 0 0 JOE TEAGUE DIRECTOR 2.00 X 0 0 0 PETE KIRTLAND DIRECTOR 2.00 X 0 0 0 SCOTT RILEY DIRECTOR 2.00 X 0 0 0 LAKSHMI SHENOY DIRECTOR 2.00 X 0 0 0 JOHN TOMLIN DIRECTOR 2.00 X 0 0 0 CJ MINTRONE DIRECTOR 2.00 X 0 0 0 ALAN BERTSCH DIRECTOR 2.00 X 0 0 0 CRAIG CUFFE DIRECTOR 2.00 X 0 0 0 STEVEN CANTILLO DIRECTOR 2.00 X 0 0 0 BRENDON KINGSBURY DIRECTOR 2.00 X 0 0 0 IWAN MOHAMED DIRECTOR 2.00 X 0 0 0 RAFAEL RENNO DIRECTOR 2.00 X 0 0 0 ROBERT SHIMBERG DIRECTOR 2.00 X 0 0 0 MIKE TASCHER DIRECTOR 2.00 X 0 0 0 MARLENE VELEZ DIRECTOR 2.00 X 0 0 0 JOSEPH LOWRY JR DIRECTOR 2.00 X 0 0 0 RICHARD GEORGE PRESIDENT 40.00 X 333122 0 52500 JOHN WEIL CFO 20.00 20.00 X 74988 0 0 MARGARET HALEY SR. VICE PRESIDENT, ADMINI 40.00 X 111328 0 2400 CHRISTINA ROBERTS - 3DE EXECUTIVE DIRECTOR 40.00 X 119322 0 30000 638760 0 84900 3 0 1 0 0 554407 228462 162400 2639114 3584383 3DE PROGRAM 611710 1146351 1146351 JA BIZTOWN 611710 633293 633293 EDUCATIONAL PROGRAMS 611710 46376 46376 1826020 107719 107719 160794 554407 183867 -23073 -23073 5495049 1826020 0 84646 638760 488765 81714 68281 1627163 1245068 208158 173937 83112 66490 7480 9142 190171 152137 17115 20919 140823 112658 12674 15491 27305 21470 3106 2729 30935 24325 3519 3091 91802 61102 6769 23931 802599 779913 10223 12463 2209 1884 325 19800 19800 246504 246504 195822 186622 4600 4600 50705 40565 5070 5070 PROGRAM MATERIALS 1275541 1275541 VOLUNTEER & STAFF TRAIN 82741 73969 1225 7547 SCHOLARSHIPS 34000 34000 5539992 4830813 361653 347526 1106854 1284380 2453712 2266859 2572287 2384903 165302 657967 3885637 3885637 224539 243528 4044189 2191980 2027488 1852209 1522873 1704168 6454018 6512486 20412710 20792137 436707 398387 450000 671657 1000 1000 6004982 6181473 6892689 7252517 X 8902281 9253143 4617740 4286477 13520021 13539620 20412710 20792137 X -44943 198342 -133800 X X 0 1 X 1 0 X 2885104 2837320 3015654 2519197 3584383 14841658 2885104 2837320 3015654 2519197 3584383 14841658 980227 13861431 89042 82155 92765 109855 107719 481536 87209 164893 4271 256373 15579567 6306770 0.88970 X 0.96120 0.02060 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4603061 817205 187892 1180501 8012 4419645 3870801 1503286 175366 940182 6210 4603061 3620965 1215107 -200780 758806 5685 3870801 3707251 318574 308885 713607 138 3620965 3828047 588224 13536 716874 5682 3707251 0.00000 0.10000 0.90000 1 0 73892 73892 2923959 1328524 1595435 10111 5424 4687 795680 711377 84303 240547 146655 93892 1852209 RIGHT OF USE ASSET - OPERATING 5641519 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 674058 ASSETS LIMITED TO USE 106483 RIGHT OF USE ASSET - FINANCING 90426 6512486 OPERATING LEASE LIABILITY 5984564 DEFERRED COMPENSATION 106483 FINANCING LEASE LIABILITY 90426 6181473 X 6012141 198342 318750 517092 5495049 0 5495049 5992542 318750 133800 452550 5539992 0 5539992 PART V, LINE 4: THE COMMUNITY FOUNDATION OF TAMPA BAY (COMMUNITY FOUNDATION) HOLDS ENDOWMENT FUNDS FOR WHICH THE EARNINGS HAVE BEEN RESTRICTED FOR THE BENEFIT OF THE ORGANIZATION. ASSETS CONTRIBUTED TO THE COMMUNITY FOUNDATION FOR THE BENEFIT OF THE ORGANIZATION ARE RECORDED AS ASSETS OF THE ORGANIZATION IN ACCORDANCE WITH PROFESSIONAL STANDARDS. THESE "AGENCY RESTRICTED FUNDS" ARE POOLED WITH THE OTHER ASSETS OF THE COMMUNITY FOUNDATION FOR INVESTMENT PURPOSES. THE COMMUNITY FOUNDATION CAN MAKE YEARLY GRANTS TO THE ORGANIZATION OF NO LESS THAN 5% OF THE FUND'S FAIR VALUE UPON WRITTEN REQUEST FROM THE ORGANIZATION. FOR THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION HAS REINVESTED THE GRANT EARNINGS INTO THE RESPECTIVE FUNDS. IF THE ORGANIZATION CHOOSES TO REQUEST THE GRANT FUNDS, THEY MUST BE USED IN TAMPA BAY OR ALACHUA OPERATIONS DEPENDING ON WHICH ENDOWMENT PRODUCED THE EARNINGS NECESSARY TO FUND THE GRANTS. DURING FISCAL YEAR 2015, THE ORGANIZATION TRANSFERRED FUNDS TO THE COMMUNITY FOUNDATION OF NORTH CENTRAL FLORIDA TO ESTABLISH THE JUNIOR ACHIEVEMENT ENDOWMENT FUND. THE EARNINGS OF THIS FUND HAVE BEEN RESTRICTED FOR THE BENEFIT OF THE ORGANIZATION. ASSETS CONTRIBUTED TO THE COMMUNITY FOUNDATION OF NORTH CENTRAL FLORIDA FOR THE BENEFIT OF THE ORGANIZATION ARE RECORDED AS ASSETS OF THE ORGANIZATION IN ACCORDANCE WITH PROFESSIONAL STANDARDS. THESE "AGENCY RESTRICTED FUNDS" ARE POOLED WITH THE OTHER ASSETS OF THE COMMUNITY FOUNDATION OF NORTH CENTRAL FLORIDA FOR INVESTMENT PURPOSES. THE ORGANIZATION HAS TEMPORARILY RESTRICTED ASSETS CONSISTING OF LONG-TERM PLEDGES FOR THE SUPPORT OF THE BIZTOWN PROGRAM, LONG-TERM PLEDGES FOR THE GENERAL SUPPORT OF THE ORGANIZATION, RESTRICTED EARNINGS AND NET APPRECIATION OF THE PERMANENTLY RESTRICTED ENDOWMENT. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740), CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES AND FILINGS FOR PERIODS AFTER 2020 ARE OPEN FOR EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 2,991. UNCOLLECTIBLE EMPLOYEE RETENTION CREDITS 130,809. GOLF EVENT 51265 51265 4636 7808 HALL OF FAME 503603 484970 18633 124902 6750 25600 3 160333 69437 90896 9436 4735 715201 554407 160794 138974 6750 38143 183867 -23073 X X X X 0 1 0 0 0 0 0 0 0 RICHARD GEORGE PRESIDENT 333122 0 0 0 0 0 52500 0 0 0 385622 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS INITIALLY REVIEWED BY VOLUNTEERS FROM THE FINANCE COMMITTEE, THEN THAT REVIEW IS SHARED WITH THE EXECUTIVE COMMITTEE. THE FINAL VERSION IS MADE AVAILABLE TO THE ENTIRE BOARD BY ANNOUNCING IT'S AVAILABILITY UPON REQUEST PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE CHARGES THE PRESIDENT WITH ENSURING ALL STAFF AND BOARD MEMBERS HAVE COMPLETED THE CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. ANY RELATIONSHIP WITH A JUNIOR ACHIEVEMENT VENDOR IS DOCUMENTED AND PUBLISHED FOR BOARD AWARENESS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PRESIDENT WITH THE COMPENSATION COMMITTEE USE THE EQUI-COMP SYSTEM AND JUNIOR ACHIEVEMENT USA COMPENSATION GUIDELINES TO DETERMINE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS AND KEY EMPLOYEES. PERFORMANCE REVIEWS ARE CONDUCTED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -2,991. UNCOLLECTIBLE ERC -130,809. FORM 990, PART XII, LINE 2C THE JUNIOR ACHIEVEMNT AUDIT COMMITTEE IS COMPRISED OF QUALIFIED VOLUNTEERS WHO ARE INVOLVED IN THE INDEPENDENT CPA SELECTION PROCESS AND REVIEW OF THE FINAL AUDITED FINANCIAL STATEMENTS. THE AUDIT COMMITTEE IS AVAILABLE TO THE INDEPENDENT AUDITOR FOR QUESTIONS DURING THE AUDIT AND MEETS WITH THE AUDITOR AFTER THE AUDIT TO DISCUSS THE FINAL AUDIT REPORT. THE AUDIT COMMITTEE REVIEWS THE AUDIT BEFORE IT IS PRESENTED TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY INC 13707 NORTH 22ND STREET TAMPA FL 33613 822189407 TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY FL 501(C)(3) LINE 12A N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY INC K 377028 CASH PAID JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY INC C 228462 CASH RECEIVED