2025-05-12T14:36:59-05:00 2024-06-30 994111495 SBF Advisors & Co LLC 877 Executive Center Dr W Suite 100 St Petersburg FL 33702 990 2023-07-01 592017124 Chi Chi Rodriguez Youth Foundation Inc CHIC 7277268829 3030 N McMullen Booth Road Clearwater FL 33761 James Poulter CEO 7277268829 2025-05-12 1 1 Kera Haas P01387682 7278889200 2025-05-09 2023 2025-03-06 01:10:19Z James Poulter 3030 N McMullen Booth Road Clearwater FL 33761 5324427 0 X www.chichi.org X 1982 FL To Provide academic and vocational, junior golf, and personal life management programs for disadvantaged children through its golf course, campus, and classrooms. 20 20 71 142 0 0 1108009 1409060 2818311 2993246 129039 81719 113677 144980 4169036 4629005 0 0 0 0 1608603 1614967 0 0 197206 1747224 1763799 3355827 3378766 813209 1250239 8198348 17250580 482739 854383 7715609 16396197 X To provide academic and vocational, junior golf, and personal life management programs for disadvantaged children through its golf course campus and classrooms. 0 0 1225037 Academic/Vocational Education - Students receive tutoring from professional educators and volunteers. They are trained in retail sales skills, horticulture and personal life management skills. See additional information attached. 489312 Personal Life Management - Guidance provided in personal grooming, work habits and money management. Youth learn about values and the consequences of their choices. See additional information attached. 1133828 Junior Golf - Exposes high risk children to positive role models and individuals who have become successful in their careers. Teaches decision making, math, agronomy, horticulture, social skills and development of self esteem. Teaches that success in life, like golf, depends on the decisions made and the ability to overcome adversity. See additional information attached. 2848177 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 71 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X James Poulter 7277268829 3030 N McMullen Booth Road Clearwater FL 33761 Thomas A James Chairman 0.00 X X 0 0 0 Frank R Chivas Vice Chairman 0.00 X X 0 0 0 Jonathan Alexander Director 0.00 X 0 0 0 Robert Basham Director 0.00 X 0 0 0 Griffith Braddock Director 0.00 X 0 0 0 Ronald Ciganek Director 0.00 X 0 0 0 Scott Curtis Director 0.00 X 0 0 0 Bobby Eggimann Director 0.00 X 0 0 0 Robert Enck Director 0.00 X 0 0 0 Bill Josey Director 0.00 X 0 0 0 W Andrew Krusen Director 0.00 X 0 0 0 Jessica Majeski Director 0.00 X 0 0 0 Julie Mastry Director 0.00 X 0 0 0 Conrad A Plimpton Director 0.00 X 0 0 0 Phillip Powell Jr Director 0.00 X 0 0 0 Elliott Ross Director 0.00 X 0 0 0 Will Sehnert Director 0.00 X 0 0 0 Eric Stewart Director 0.00 X 0 0 0 Fred Whaley Director 0.00 X 0 0 0 Kendall M Wilson Director 0.00 X 0 0 0 James Poulter CEO 40.00 X 127109 0 3813 Mallory Hubbard CDO/CFO 40.00 X 90107 0 9853 217216 0 13666 1 0 0 0 0 572972 836088 109078 1409060 Golf Revenue 713910 2091395 2091395 Sports Complex Revenue 713940 901851 901851 2993246 78291 78291 335993 867 333432 0 2561 867 3428 867 2561 47262 572972 177899 -130637 -130637 349934 184091 165843 165843 Other Income 900099 109774 109774 109774 4629005 3269730 0 -49785 230882 118221 112661 1185122 1064027 114711 6384 9865 7660 1340 865 84174 72790 7470 3914 104924 87737 8583 8604 48230 48230 3497 3497 111876 101560 10316 43166 20793 22373 260 260 200684 198732 840 1112 116265 116265 Golf Course Maintenance 328213 328213 Utilities & Phone 260919 240084 13142 7693 Program Supplies 190945 190945 Building & Equip Maint. 130309 130309 0 0 329435 170841 112937 45657 3378766 2848177 333383 197206 166521 190786 2451681 3490798 94543 80101 41449 68478 7049207 5275840 1625735 1773367 2053309 2365794 1765110 9281256 8198348 17250580 125430 233452 36468 50278 320841 570653 482739 854383 X 4693634 5842561 3021975 10553636 7715609 16396197 8198348 17250580 X 1250239 180702 3349586 3900062 -1 X 0 1 X 1 0 X 1070150 859005 1580037 1108009 1409060 6026261 1964647 2419483 2850360 3309879 3391309 13935678 139183 139183 139183 139183 529762 1086494 3173980 3417671 4569580 4557071 5330131 21048433 265321 172068 141979 147904 100552 827824 7900 11312 173343 26424 230204 449183 273221 183380 315322 174328 330756 1277007 19771426 32974 48266 136834 88505 80852 387431 32974 48266 136834 88505 80852 387431 3061 11540 33193 109774 157568 3210015 3465937 4717954 4678769 5520757 21593432 0.91560 0.87240 0.01790 0.01930 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2019 Amount: $ 3,061. 2021 Amount: $ 11,540. 2022 Amount: $ 33,193. 2023 Amount: $ 109,774. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2077839 65391 259617 3497 2399350 1803816 55330 221486 2793 2077839 2038023 65970 -297183 2994 1803816 1494135 55131 491363 2606 2038023 1417227 50000 29419 2511 1494135 1 0 1851461 1342123 509338 4343993 3532928 811065 801099 355891 445208 52654 44898 7756 1773367 Other Securities 2365794 C 2365794 Land Lease Receivable 8535170 Cash Surrender Value 67542 Deposits 2585 Loan Costs 1875 ROU Assets (Net) 674084 9281256 Lease Liability - Operating 570653 570653 9237596 180702 4431386 4612088 4625508 3497 3497 4629005 3927308 552039 552039 3375269 3497 3497 3378766 FT/Pro Am 281602 272771 8831 83225 Chi Chi Classic 242107 219501 22606 64251 1 96525 80700 15825 30423 620234 572972 47262 177899 177899 -130637 X 679 Donor Provided X 8 1932 Donor Provided X Store Goods 37 35440 Donor Provided X Other 4 25500 Donor Provided X Supplies 47 22022 Donor Provided X Special event - Other 18 11331 Donor Provided X Special event - Food 20 11134 Donor Provided X Equipment 4 1040 Donor Provided 0 0 0 Form 990, Part III - Additional Information Additional Information on Program Services The Chi Chi Rodriguez Youth Foundation was created to support Chi Chi Rodriguez's vision of helping at-risk youth achieve academic, social, and economic success by remaining engaged in their education and acquiring the practical skills to excel at the "game of life." The Chi Chi Rodriguez Youth Foundation is the principal operator of the educational programs: The Chi Chi Rodriguez Academy and The First Tee of Clearwater. Our programs are grounded in the human fundamental needs of love and respect. We work to build confidence, instill discipline and provide positive and engaging educational experiences. A unique forum was chosen to achieve our goal - the golf course. Golf is frequently considered the game of successful people - people who would be excellent role models for Chi Chi's Kids. Golf also requires self-control, responsibility and respect for others. Outstanding athletic ability, size and dexterity are not necessary to participate. Success for Chi Chi's Kids had to be reached through (as Chi Chi said), "love, understanding, compassion, and self-esteem." Although Chi Chi was raised in a poor family, his family was rich in all of those important qualities. The target group for Academy's activities is children ranging in age from 5 to 17. We currently serve more than 3,600 children in our programs. Ninety of those children are students that attend the Chi Chi Academy, a privately supported public school in partnership with the Pinellas County School Board for students who have been identified as at risk of dropping out of school. Underperforming student candidates are typically identified and referred to the Academy by Pinellas County School District guidance counselors, teachers and principals. Most students live north of Ulmerton Road up to Tarpon Springs. To be accepted into the program, the children must meet two or more of the following requirements: (1) have poor grades; (2) perform below state expectations on standardized testing (3) be socially withdrawn; (4) have poor school attendance; (5) be from a single parent home; (6) be on some form of government assistance. The Foundation uses a holistic approach in its programs. Emphasis is placed on homework assistance, tutoring, social skills, core values, personal grooming, business skills, retail, art, landscaping, and golf. Golf was chosen as a key ingredient for the program because it does not require extraordinary size, speed, or strength to achieve success. The sport does, however, require consistent personal discipline, concentration, honesty, motivation and tenacity. These teachable traits plus exposure to role models, including successful adult golfers, made golf a natural choice. The Chi Chi Rodriguez Academy - Public Partnership School The Public Private Partnership School known as the Chi Chi Rodriguez Academy is a voluntary school for fourth through eighth grade students who are not achieving at their grade level, have low self-esteem or have difficulty adjusting to a larger academic environment. Students learn through interactive experiences in the fields of management, marketing, retail sales, landscaping, agronomy and various other real-world business environments. Through the school's "Shadow Program", students, on a rotating basis, get to work with an adult in every department of the Golf Club and the Youth Foundation. While learning about various jobs, the children see how basic educational skills like math and reading are used on an everyday basis in jobs. The teachers verify that students are much more enthusiastic when they see how skills they learn in the classroom are used outside the classroom in the real world. The Shadow Program also reinforces social skills, which are an integral part of our educational setting. The Pinellas County School system provides the teachers, the teacher assistants, support staff, student services and technology. The Foundation provides the campus facility, golf education and equipment and classroom enrichment materials. The golf club delivers the real life learning experience. "We maximize the resources that students would receive at traditional schools and provide them with additional support. The students have a much greater opportunity to succeed because of that support" according to our Chairman of the Board, Tom James. The small school atmosphere, individualized attention, counseling, availability of student services and specialized instructional components taught by certified Pinellas County teachers foster a desire in Chi Chi's Kids to succeed in school and life. First Tee - Clearwater Program First Tee - Clearwater is one of three Tampa Bay area chapters and serves over 3,600 participants. Life Skills Experience programs are offered in seven local elementary schools, as well as at the Chi Chi Rodriguez Golf Club and the Chi Chi Rodriguez Driving Range. At First Tee - Clearwater, we're building "Game Changers" by empowering kids and teens to be the best version of themselves. By seamlessly integrating the game of golf with character-building, we create learning experiences that help kids uncover their inner strength, self-confidence, and resilience that they can carry to everything they do. Our trained coaches not only provide an introduction to junior golf and an opportunity to enhance golf skills, but they also create a safe, supportive, and empowering environment to help each child prepare for their life ahead, including friendships, school, college and even their careers. Children learn skills through our program that stay with them for life: understanding and managing emotions, resolving conflicts, setting up step- by-step goals, planning for the future, appreciating diversity and golf fundamentals and advanced techniques. Form 990, Part VI, Section A, line 2 Related Party Information Among Officers Tom James - Raymond James Scott Curtis - Raymond James Chairman Emerit and President Pvt Cln - Officers in same corporation Form 990, Part VI, Section B, line 11b Organization's Process to Review Form 990 The tax preparer reviews the Form 990 with management and the board of directors. Form 990, Part VI, Section B, line 12c All board members complete and sign a conflict of interest form on an annual basis. Form 990, Part VI, Section B, line 15 Industry benchmarks from other non profits are typically reviewed to compare compensation packages. Benchmarks used to determine base salary and other benefits are: educational background, industry experience, budget size, number of employees and number of direct reports. Industry benchmarks from other non profits are typically reviewed to compare compensation packages. Benchmarks used to determine base salary and other benefits are: educational background, industry experience, budget size, number of employees and number of direct reports. Form 990, Part VI, Section C, line 19 Governing documents and financial statements are made available upon request. Form 990, Part XI, line 9: Rounding Adjustment -1.