2026-02-16T14:10:20-05:00 2025-06-30 320394930 STROEMER & COMPANY 14030 METROPOLIS AVE STE 200 FORT MYERS FL 33912 990 2024-07-01 650503084 JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC JUNI 2392252590 13241 UNIVERSITY DR 102 FORT MYERS FL 33907 ANGELA FISHER PRESIDENT/CEO 2392252590 2026-02-03 true false MARC WHITFIELD CPA P00125986 2394331002 2026-02-13 2024 2025-03-06 01:10:19Z CHERYL KUNKLE 13241 UNIVERSITY DRIVE STE 102 FORT MYERS FL 33907 1084836 false X WWW.JASWFL.ORG X 1994 FL JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA IS A NONPROFIT DEDICATED TO INSPIRING AND PREPARING YOUNG PEOPLE FOR SUCCESS. 19 19 10 115 0 988093 1008270 25000 0 14754 23081 -121835 -80223 906012 951128 0 0 358717 423319 0 204000 405482 689209 764199 1112528 141813 -161400 1049578 1045008 557618 709248 491960 335760 X JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA IS A NONPROFIT DEDICATED TO INSPIRING AND PREPARING YOUNG PEOPLE FOR SUCCESS. false false 794406 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 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA REACHED 20,592 STUDENTS, DELIVERING OVER 223,402 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. JA SWFL'S PRE-APPRENTICESHIP PROGRAM EQUIPS LOCAL YOUTH WITH THE SKILLS, CERTIFICATIONS, AND INDUSTRY EXPOSURE THEY NEED TO MOVE DIRECTLY INTO MEANINGFUL CAREERS BY PROVIDING HANDS-ON EXPERIENCE: TRAINING LABS, INDUSTRY ALIGNMENT: CURRICULUM DESIGNED AROUND LOCAL WORKFORCE NEEDS, CAREER PATHWAYS: DIRECT CONNECTIONS TO EMPLOYERS READY TO HIRE. WE HAD A 95% JOB PLACEMENT FOR THE 2024-2025 YOUTH. 794406 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 10 0 10 true false false false false false true true false false false false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false X X ANGELA FISHER 2392252590 13241 UNIVERSITY DRIVE STE 102 FORT MYERS FL 33907 ANGELA FISHER PRESIDENT/CE 40.00 X X 121984 0 3660 CARLOS ARTIME DIRECTOR 0.75 X 0 0 0 JASON BREWER CHAIR 0.75 X X 0 0 0 ELIZABETH DOSORETZ DIRECTOR 0.75 X 0 0 0 JASON DUKE DIRECTOR 1.00 X 0 0 0 BRIAN GLAESER DIRECTOR 0.75 X 0 0 0 NANCY KORISTA DIRECTOR 0.75 X 0 0 0 MATTHEW KRAGH DIRECTOR 0.75 X 0 0 0 BENJAMIN LEVENE DIRECTOR 0.75 X 0 0 0 RYAN M MITCHELL DIRECTOR 0.75 X 0 0 0 TOM PITSER DIRECTOR 0.75 X 0 0 0 MONICA SCIRE DIRECTOR 0.75 X 0 0 0 DR MATHEW SHEEP DIRECTOR 0.75 X 0 0 0 SUZANNE SPECHT SECRETARY 0.75 X X 0 0 0 GARY TASMAN MEMBER AT LA 0.75 X 0 0 0 CHERRYLANE THOMAS DIRECTOR 0.75 X 0 0 0 CURT TODD MEMBER AT LA 0.75 X 0 0 0 MICHAEL TRAFICANTE DIRECTOR 0.75 X 0 0 0 EARNEST WILKS VICE CHAIR & 0.75 X X 0 0 0 SANDY STILWELL YOUNGQUIST DIRECTOR 0.75 X 0 0 0 MONA ZIELKE DIRECTOR 0.75 X 0 0 0 121984 3660 1 false false false 23046 367183 253266 364775 1008270 17367 17367 1184 4530 1184 4530 5714 5714 50170 367183 133708 -83538 OTHER INCOME 3315 3315 3315 951128 3315 23081 X 127984 85653 14110 28221 259937 173961 28659 57317 5522 3865 553 1104 29876 20003 3291 6582 2974 2974 140090 28035 38275 73780 94281 84853 4714 4714 39832 28963 3871 6998 32237 25789 3224 3224 7886 5510 792 1584 11404 7983 3421 22675 15873 2267 4535 8219 5753 823 1643 22494 15746 2249 4499 PRE APPRECENTICESHIP EXP 173506 173506 PROGRAM DEVELOPMENT & SUP 97986 83288 4899 9799 PROGRAM MATERIALS 35625 35625 1112528 794406 114122 204000 613954 69691 110116 279679 4800 188923 3320 2350 63147 45344 11972 17803 287629 303507 17787 19717 163338 1049578 1045008 54202 49314 498411 495627 5005 164307 557618 709248 X 411960 335760 80000 491960 335760 1049578 1045008 -161400 5200 X false true X true false X 462295 586959 769207 988093 1008270 3814824 462295 586959 769207 988093 1008270 3814824 394237 3420587 5440 5234 5749 11775 17367 45565 3860389 176365 0.88610 0.93840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 305415 20782 2973 323224 280915 26709 2209 305415 268127 15578 2790 280915 321117 -45155 4488 3347 268127 292809 71123 40000 2815 321117 0.94000 0.06000 true false 47983 32445 15538 15164 12899 2265 17803 RIGHT OF USE ASSET 163338 163338 OPERATING LEASE LIABILITY 163338 CAPITAL LEASE PAYABLE 969 164307 X 978284 5200 24930 30130 948154 2974 2974 951128 1134484 24930 24930 1109554 2974 2974 1112528 SCHEDULE D, PAGE 2, PART V, LINE 4 THE BOARD DESIGNATED FUNDS ARE INTENDED TO BE MAINTAINED UNTIL APPROPRIATED BY THE BOARD FOR EXTRAORDINARY OR UNEXPECTED EXPENSES. SCHEDULE D, PAGE 3, PART X THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT JASWFL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. JASWFL IS A NOTFORPROFIT FLORIDA CORPORATION AND THEREFORE IS NOT SUBJE TO STATE INCOME TAXES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. JASWFL REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. JASWFL'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. CERTAIN INCOME TAX RETURNS FILED BY JASWFL REMAIN OPEN TO EXAMINATION BY THESE GOVERNMENT AGENCIES. THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND JASWFL ADOPTED THIS GUIDANCE. JASWFL HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT THE JASWFL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. BUSINESS HALL O 417353 367183 50170 1561 71403 60744 417353 367183 50170 1561 71403 60744 133708 -83538 FORM 990, PAGE 1, PART I, LINE 6 JUNIOR ACHIEVEMENT (JA) VOLUNTEERS ARE DEDICATED AMBASSADORS WHO WORK TO HELP YOUNG PEOPLE DISCOVER WHAT'S POSSIBLE IN THEIR LIVES. THEY DELIVER ENGAGING AND EASY-TO-FOLLOW LESSONS THAT INCORPORATE THEIR REAL-WORLD EXPERIENCES IN BUSINESS, PERSONAL FINANCE, AND CAREER PREPARATION. VOLUNTEERS RECEIVE COMPREHENSIVE TRAINING AND INCLUSIVE MATERIALS TO SUPPORT THEIR INSTRUCTIONAL EFFORTS. CLASS COMMITMENTS VARY DEPENDING ON THE PROGRAM SELECTION. THROUGH THEIR DEDICATION, VOLUNTEERS INSPIRE STUDENTS OF ALL AGES AND BACKGROUNDS TO SET AMBITIOUS GOALS AND ACHIEVE PERSONAL SUCCESS. FORM 990, PAGE 2, PART III, LINE 4A 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 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA REACHED 20,592 STUDENTS, DELIVERING OVER 223,402 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. JA SWFL'S PRE-APPRENTICESHIP PROGRAM EQUIPS LOCAL YOUTH WITH THE SKILLS, CERTIFICATIONS, AND INDUSTRY EXPOSURE THEY NEED TO MOVE DIRECTLY INTO MEANINGFUL CAREERS BY PROVIDING HANDS-ON EXPERIENCE: TRAINING LABS, INDUSTRY ALIGNMENT: CURRICULUM DESIGNED AROUND LOCAL WORKFORCE NEEDS, CAREER PATHWAYS: DIRECT CONNECTIONS TO EMPLOYERS READY TO HIRE. WE HAD A 95% JOB PLACEMENT FOR THE 2024-2025 YOUTH. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND REVIEWED AND APPROVED BY THE ORGANIZATION PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL EMPLOYEES AND JUNIOR ACHIEVEMENT AREA BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST DECLARATION UPON ASSUMING THEIR RESPONSIBILITIES AND ANNUALLY, THEREAFTER. THIS POLICY ENSURES TRANSPENCY AND ADHERENCE TO ETHICAL STANDARDS ACROSS THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR SETS ALL OF THE SALARIES BASED ON EQUICOMP RANGES WHICH ACCOUNT FOR LOCAL LABOR COSTS AND COMPETITIVENESS WITH SIMILAR SIZED JOBS AND INDUSTRIES AND BASED ON THE INPUT BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G 28,035 38,275 42,280 CONSULLTANTS 0 0 31,500 TOTAL 28,035 38,275 73,780