2024-01-19T13:57:14-06:00 2023-06-30 593040705 RIVERO GORDIMER & COMPANY PA P O BOX 172359 TAMPA FL 33672 990 2022-07-01 591098499 JUNIOR ACHIEVEMENT OF TAMPA BAY INC JUNI 7275300884 13707 NORTH 22ND STREET TAMPA FL 33613 RICHARD GEORGE PRESIDENT 7275300884 2024-01-17 1 RICHARD GEORGE 999009999 1 SAM A LAZZARA P01342929 8138757774 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD GEORGE 13707 N 22ND STREET TAMPA FL 33613 5289738 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. 59 59 47 5271 0 0 3015654 2519197 1397817 2545026 92765 109855 4271 -69116 4510507 5104962 0 0 0 0 1831520 2083105 0 0 254448 1547198 2238374 3378718 4321479 1131789 783483 13350619 20412710 589853 6892689 12760766 13520021 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 1380782 29465 EDUCATIONAL PROGRAMS: THE ORGANIZATION OFFERS HANDS-ON, EXPERIENTIAL PROGRAMMING AND LEARNING TO K-12 STUDENTS, WHICH FOCUSES ON FINANCIAL LITERACY, ENTREPRENEURSHIP AND CAREER & WORK READINESS. DURING THE 2022-2023 SCHOOL YEAR, JA IMPACTED APPROX. 44,000 STUDENTS IN 1708 CLASSES, (REGISTERING 1,271,283 INSTRUCTIONAL CONTACT HOURS ACROSS ALL PROGRAMS.) OUR LEARNING EXPERIENCES INCLUDE SEQUENTIAL THEMES FOR KINDERGARTEN THROUGH TWELFTH-GRADE STUDENTS TAUGHT IN THE TWO CAPSTONE EXPERIENCES AND OUR NEW PUBLIC HIGH SCHOOL EDUCATIONAL MODEL. STUDENTS LEARN THE BASIC CONCEPTS OF BUSINESS AND ECONOMICS AND HOW EDUCATION IS RELEVANT TO THE WORKPLACE.(SEE SCHEDULE O FOR CONTINUATION)THE SEQUENTIAL ACTIVITIES BUILD ON STUDIES FROM EACH PRECEEDING GRADE AND PREPARE STUDENTS FOR SECONDARY SCHOOL LIFELONG LEARNING. 1198473 749894 THE ORGANIZATION OFFERS TWO CAPSTONE PROGRAMS THAT PROVIDE SIMULATION EXPERIENCES FOLLOWING IN-CLASS CURRICULUM. APPROXIMATELY 20,200 STUDENTS VISITED JA BIZTOWN DURING 2022-2023 SCHOOL YEAR. JA BIZTOWN PROVIDES AN ENGAGING, HANDS-ON PROGRAM THAT INTRODUCES 5TH GRADERS TO ECONOMIC CONCEPTS, WORKPLACE SKILLS, AND PERSONAL AND BUSINESS FINANCES IN A STUDENT-SIXED TOWN BUILT JUST FOR THEM.APPROXIMATELY 12,700 STUDENTS VISITED JA FINANCE PARK DURING 2022-2023. JA FINANCE PARK ENGAGES 8TH GRADE STUDENTS IN THE RARE OPPORTUNITY TO EXPERIENCE THEIR PERSONAL FINANCIAL FUTURES FIRST-HAND. STUDENTS PARTICIPATE IN AN IMMERSIVE SIMULATION THAT ENABLES THEM TO DEVELOP KEY SKILLS. 957909 1765667 3DE:THE ORGANIZATION ALSO OFFERS 3DE, A NEW EXPERIENTIAL EDUCATIONAL MODEL AIMING TO RE-ENGINEER PUBLIC HIGH SCHOOL EDUCATION. 1,750 STUDENTS WERE ENROLLED IN 3DE ACROSS 6 TAMPA BAY SCHOOLS IN THE 2022-2023 SCHOOL YEAR. 3DE USES CASE METHODOLOGY AND ITS CORE COMPETENCIES LIKE CRITICAL THINKING, EFFECTIVE COLLABORATION, ENGAGING COMMUNICATION, AND SELF-DIRECTION TO TEACH STUDENTS RELEVANT SKILLS THEY CAN CARRY BEYOND THEIR PRIMARY EDUCATION. 3537164 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 2 0 1 47 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 59 59 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 THE ORGANIZATION 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 WILLIAM POE 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 HARESH PATEL 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 TY DEBIQUE 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 JAMES GRANESE DIRECTOR 2.00 X 0 0 0 DR MIKE GREGO DIRECTOR 2.00 X 0 0 0 DAN HOWAT DIRECTOR 2.00 X 0 0 0 DAVID HULL DIRECTOR 2.00 X 0 0 0 STEPHANIE HOLMQUIST JOHNSON DIRECTOR 2.00 X 0 0 0 KIRK KLEIN DIRECTOR 2.00 X 0 0 0 JIM LANG DIRECTOR 2.00 X 0 0 0 MICHELLE MAINGOT 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 BILL POE JR DIRECTOR 2.00 X 0 0 0 ADDISON DAVIS 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 JOHN FLANAGAN DIRECTOR 2.00 X 0 0 0 PETE KIRKLAND 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 ISABEL DEWEY DIRECTOR 2.00 X 0 0 0 ANDREA LAMPHERE 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 LEONARD BURKE DIRECTOR 2.00 X 0 0 0 STEVEN CANTILLO DIRECTOR 2.00 X 0 0 0 BETTY CASTOR DIRECTOR 2.00 X 0 0 0 BRENDON KINGSBURY DIRECTOR 2.00 X 0 0 0 EUAL CATHEY 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 SPALTEN DIRECTOR 2.00 X 0 0 0 JOSEPH LOWRY DIRECTOR 2.00 X 0 0 0 RICHARD GEORGE PRESIDENT 40.00 X 274848 0 26500 JOHN WEIL CFO 20.00 20.00 X 69396 0 0 MARGARET HALEY SR. VICE PRESIDENT, ADMINISTRATION 40.00 X 100942 0 7040 CHRISTINA ROBERTS - 3DE EXECUTIVE DIRECTOR 40.00 X 68157 0 17055 513343 0 50595 2 0 1 0 0 667085 299000 1553112 2519197 3DE PROGRAM 611710 1765667 1765667 JA BIZTOWN 611710 749894 749894 EDUCATIONAL PROGRAMS 611710 29465 29465 2545026 109855 109855 115660 667085 184776 -69116 -69116 5104962 2545026 0 40739 494542 382992 61874 49676 1254663 971660 156974 126029 60773 48922 5470 6381 154145 124087 13873 16185 118982 95781 10708 12493 46242 35593 6025 4624 90775 65830 6641 18304 775112 513680 258141 3291 1834 1534 300 19820 19820 248528 248528 171238 163238 4000 4000 49362 39490 4936 4936 PROGRAM MATERIALS 708922 708922 VOLUNTEER & STAFF TRAIN 83041 73587 1225 8229 SCHOLARSHIPS 43500 43500 4321479 3537164 529867 254448 479963 1106854 1942405 2453712 2752950 2572287 165302 3885637 3885637 455216 224539 4023647 1996159 1902752 2027488 1443734 1522873 487962 6454018 13350619 20412710 338853 436707 250000 450000 1000 1000 0 6004982 589853 6892689 X 8336781 8902281 4423985 4617740 12760766 13520021 13350619 20412710 X 783483 124021 -148249 X X 0 1 X 1 0 X 2320423 2885104 2191589 3539949 5064223 16001288 855787 352059 440095 685030 115659 2448630 3176210 3237163 2631684 4224979 5179882 18449918 162001 164933 326934 17178 17178 179179 164933 344112 18105806 137091 47863 40976 51586 109855 387371 137091 47863 40976 51586 109855 387371 3313301 3285026 2672660 4276565 5289737 18837289 0.96120 0.95260 0.02060 0.01990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3870801 1503286 175366 940182 6210 4603061 3620965 1215107 -200780 758806 5685 3870801 3707251 318574 308885 713607 138 3620965 3828047 588224 13536 716874 5682 3707251 4169730 575115 50679 958800 8678 3828047 0.00000 0.90000 0.10000 1 0 73892 73892 2923958 1203436 1720522 10111 3222 6889 775138 674991 100147 240548 114510 126038 2027488 RIGHT OF USE ASSET- OPERATING 5775844 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 628008 ASSETS LIMITED TO USE 50166 6454018 OPERATING LEASE LIABILITY 5954816 DEFERRED COMPENSATION 50166 6004982 X 6157788 124021 928805 1052826 5104962 0 5104962 5398533 928805 148249 1077054 4321479 0 4321479 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, 2023, 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 2019 ARE OPEN FOR EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 148,249. GOLF EVENT 188616 150101 38515 27559 14447 HALL OF FAME 478469 401324 77145 69166 46707 3 115660 115660 12046 14851 782745 667085 115660 108771 76005 184776 -69116 X X X X 0 0 0 0 0 0 0 0 0 RICHARD GEORGE PRESIDENT 274848 0 0 0 0 0 26500 0 0 0 301348 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 -148,249. 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 360720 CASH PAID JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY INC C 183025 CASH RECEIVED