2026-02-19T15:27:54-06:00 2025-06-30 593040705 RIVERO GORDIMER & COMPANY PA 201 N FRANKLIN ST SUITE 2200 TAMPA FL 33602 990 2024-07-01 591098499 JUNIOR ACHIEVEMENT OF TAMPA BAY INC JUNI 7275300884 13707 NORTH 22ND STREET TAMPA FL 33613 RICHARD GEORGE PRESIDENT 7275300884 2026-02-18 1 1 SAM A LAZZARA P01342929 8138757774 2024 2025-03-06 01:10:19Z RICHARD GEORGE 13707 N 22ND STREET TAMPA FL 33613 8216492 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. 56 56 49 6139 0 0 3584383 5482415 1826020 2222767 107719 237777 -23073 61462 5495049 8004421 0 0 0 0 2680029 2976675 0 0 392558 2859963 3759911 5539992 6736586 -44943 1267835 20792137 17281231 7252517 1583132 13539620 15698099 X JUNIOR ACHIEVEMENT OF TAMPA BAY IS DEDICATED TO IMPROVING QUALITY OF LIFE FOR YOUNG PEOPLE BY EQUIPPING THEM WITH THE FINANCIAL AND CAREER SKILLS FOR A SUCCESSFUL FUTURE. PROGRAMS BRIDGE THE GAP BETWEEN CLASSROOM LEARNING AND THE REAL (SEE CONTINUATION AT SCHEDULE O) 0 0 1869133 34357 EDUCATIONAL PROGRAMS: THE ORGANIZATION PROVIDES HANDS-ON, EXPERIENTIAL LEARNING TO K-12 STUDENTS, EMPHASIZING FINANCIAL LITERACY, ENTREPRENEURSHIP, AND CAREER AND WORK READINESS. DURING THE 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT REACHED APPROXIMATELY 46,270 STUDENTS, DELIVERING A TOTAL OF 1,850,321 INSTRUCTIONAL CONTACT HOURS.THE LEARNING EXPERIENCES FOLLOW A SEQUENTIAL CURRICULUM FROM KINDERGARTEN THROUGH 12TH GRADE, INCORPORATING THE TWO EXPERIENTIAL LEARNING CENTER 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) 1469934 471393 EXPERIENTIAL LEARNING CENTERS:THE ORGANIZATION OFFERS TWO EXPERIENTIAL LEARNING CENTER PROGRAMS THAT PROVIDE SIMULATION EXPERIENCES FOLLOWING IN-CLASS CURRICULUM. IN THE 2024-2025 SCHOOL YEAR, APPROXIMATELY 22,824 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 13,164 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) 2599010 1717017 3DE:THE ORGANIZATION ALSO OFFERS 3DE, AN INNOVATIVE EDUCATIONAL MODEL DESIGNED TO TRANSFORM PUBLIC HIGH SCHOOL EDUCATION. DURING THE 2024-2025 SCHOOL YEAR, 3,414 STUDENTS ACROSS 11 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). 5938077 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 4 0 1 49 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 56 56 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 LIZA STEVENS 8136311410 13707 N 22ND STREET TAMPA FL 33613 NELSON CASTELLANO BOARD CHAIR 2.00 X X 0 0 0 SUZANNE DIAZ SECRETARY 2.00 X X 0 0 0 DAVID JORDAN TREASURER 2.00 X X 0 0 0 ROBERT SHIMBERG CHAIR ELECT 2.00 X X 0 0 0 PATRICK O'CONNOR IMMEDIATE PAST BOARD CHAIR 2.00 X 0 0 0 JOSEPH CANNELLA VICE CHAIR - AUDIT COMMITTEE 2.00 X 0 0 0 KIM HILL VICE CHAIR - LEARNING EXPERIENCES 2.00 X 0 0 0 BEMETRA SIMMONS VICE CHAIR - GOVERNMENT AFFAIRS 2.00 X 0 0 0 BRIAN ADAMSKI DIRECTOR 2.00 X 0 0 0 IAN ANDERSON DIRECTOR 2.00 X 0 0 0 VAN AYRES DIRECTOR 2.00 X 0 0 0 ALAN BERTSCH DIRECTOR 2.00 X 0 0 0 BRIAN BEST DIRECTOR 2.00 X 0 0 0 DAVID BLACKWELL DIRECTOR 2.00 X 0 0 0 STEVE BLAIR DIRECTOR 2.00 X 0 0 0 STEVEN CANTILLO DIRECTOR 2.00 X 0 0 0 TYLER CATHEY DIRECTOR 2.00 X 0 0 0 JEFF CHRONISTER DIRECTOR 2.00 X 0 0 0 CRAIG CUFFE DIRECTOR 2.00 X 0 0 0 LISA FALLER 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 DR STACY HAHN DIRECTOR 2.00 X 0 0 0 TIM HOLCOMB DIRECTOR 2.00 X 0 0 0 KASSIDY JOHNSON DIRECTOR 2.00 X 0 0 0 STEPHIE HOLMQUIST-JOHNSON DIRECTOR 2.00 X 0 0 0 DAVID JORDAN DIRECTOR 2.00 X 0 0 0 DAVID KELLEY DIRECTOR 2.00 X 0 0 0 BRENDON KINGSBURY DIRECTOR 2.00 X 0 0 0 PETE KIRTLAND DIRECTOR 2.00 X 0 0 0 JIM LANG DIRECTOR 2.00 X 0 0 0 JOE LOWRY JR DIRECTOR 2.00 X 0 0 0 PHIL MALCOLM DIRECTOR 2.00 X 0 0 0 JANICE MATSON DIRECTOR 2.00 X 0 0 0 CJ MINTRONE DIRECTOR 2.00 X 0 0 0 IWAN MOHAMED DIRECTOR 2.00 X 0 0 0 ROBERT MOSSBACHER DIRECTOR 2.00 X 0 0 0 PAM MUMA DIRECTOR 2.00 2.00 X 0 0 0 SANDY MURMAN DIRECTOR 2.00 X 0 0 0 SCOTT PRICE DIRECTOR 2.00 X 0 0 0 MIKE QUACKENBUSH DIRECTOR 2.00 X 0 0 0 RAFAEL RENNO DIRECTOR 2.00 X 0 0 0 DOUG RICH DIRECTOR 2.00 X 0 0 0 DR MELODY RIDER DIRECTOR 2.00 X 0 0 0 SCOTT RILEY DIRECTOR 2.00 X 0 0 0 MIKE ROBERTSON DIRECTOR 2.00 X 0 0 0 JACK RYBICKI DIRECTOR 2.00 2.00 X 0 0 0 STEVE SALZER DIRECTOR 2.00 X 0 0 0 STEVE SCHULTZ DIRECTOR 2.00 X 0 0 0 YVETTE SEGURA DIRECTOR 2.00 X 0 0 0 KEN SINGH DIRECTOR 2.00 X 0 0 0 ALEX SINK DIRECTOR 2.00 X 0 0 0 MIKE TASCHER DIRECTOR 2.00 X 0 0 0 JOE TEAGUE DIRECTOR 2.00 X 0 0 0 JOHN TOMLIN DIRECTOR 2.00 X 0 0 0 MARLENE VELEZ DIRECTOR 2.00 X 0 0 0 RICHARD GEORGE PRESIDENT 40.00 X 337989 0 104485 MARGARET HALEY SR. VICE PRESIDENT, ADMINI 40.00 X 116762 0 16338 CHRISTINA ROBERTS - 3DE CHIEF DEVELOPMENT OFFICER 40.00 X 138998 0 6650 LIZA STEVENS CHIEF FINANCIAL OFFICER AS OF 1/1/25 40.00 X 94117 0 1910 687866 0 129383 3 0 1 0 3DE NATIONAL LLC 3565 PIEDMONT ROAD NE BLDG ONE STE ATLANTA GA 30305 EDUCATION PROGRAMS 1871790 1 553242 868249 4060924 5482415 3DE PROGRAM 611710 1717017 1717017 JA BIZTOWN 611710 471393 471393 EDUCATIONAL PROGRAMS 611710 34357 34357 2222767 72700 72700 165077 0 165077 165077 165077 273533 553242 212071 61462 61462 8004421 2222767 0 299239 815339 630639 101375 83325 1762612 1366033 216156 180423 104795 83282 10565 10948 128475 102101 12952 13422 165454 131489 16680 17285 150897 120230 15451 15216 398990 330162 19386 49442 108550 108550 868 768 100 3137 3137 330443 330443 358848 348648 5100 5100 51524 41219 5150 5155 PROGRAM MATERIALS 2136848 2136848 VOLUNTEER & STAFF TRAIN 135506 120228 3136 12142 SCHOLARSHIPS 84300 84300 6736586 5938077 405951 392558 1284380 3363836 2266859 2626774 2384903 2596425 657967 40376 3885637 0 243528 98460 9751857 3987412 1852209 5764445 1704168 1850687 6512486 940228 20792137 17281231 398387 438302 671657 924737 1000 1000 6181473 219093 7252517 1583132 X 9253143 9929321 4286477 5768778 13539620 15698099 20792137 17281231 X 1267835 39386 -8851 860109 X X 0 1 X 1 0 X 2837320 3015654 2519197 3584383 5482415 17438969 2837320 3015654 2519197 3584383 5482415 17438969 724608 16714361 82155 92765 109855 107719 72700 465194 164893 4271 61462 230626 18134789 8057845 0.92170 0.88970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4419645 2413075 67146 1124237 8851 5766778 4603061 817205 187892 1180501 8012 4419645 3870801 1503286 175366 940182 6210 4603061 3620965 1215107 -200780 758806 5685 3870801 3707251 318574 308885 713607 138 3620965 0.00000 0.08000 0.92000 1 0 73892 73892 8131669 2658690 5472979 10111 7193 2918 1389421 1238038 151383 146764 83491 63273 5764445 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 724272 ASSETS LIMITED TO USE 176279 RIGHT OF USE ASSET - FINANCING 39677 940228 DEFERRED COMPENSATION 176279 FINANCING LEASE LIABILITY 42814 219093 X 8034956 39386 39386 7995570 8851 8851 8004421 6757452 20866 20866 6736586 0 6736586 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, 2025, 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 2021 ARE OPEN FOR EXAMINATION. THE ORGANIZATION DOES NOT BELIEVE IT HAS ANY UNRECOGNIZED EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 20,866. GOLF EVENT 57781 57781 8902 14208 TAMPA BAY BUSINESS HALL OF FAME 599892 529497 70395 107100 58973 3 169101 23745 145356 8672 14215 826774 553242 273532 124674 87396 212070 61462 X X X X 0 1 0 0 0 0 0 0 0 RICHARD GEORGE PRESIDENT 324424 0 0 0 13565 0 73808 0 30677 0 442474 0 0 0 FORM 990, PART III, MISSION STATEMENT WORLD, DEMONSTRATING HOW EDUCATION DIRECTLY INFLUENCES CAREER OPPORTUNITIES AND EARNING POTENTIAL, WHILE EMPOWERING STUDENTS TO TAKE CONTROL OF THEIR FUTURE SUCCESSES. JUNIOR ACHIEVEMENT IS TRANSFORMING THE STUDENT EXPERIENCE BY BRINGING RELEVANCE, AUTHENTICITY AND APPLICATION INTO EVERYDAY LEARNING TO ENERGIZE STUDENTS ABOUT THEIR FUTURE POSSIBILITIES. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EACH GRADE LEVEL BUILDS ON THE KNOWLEDGE FROM THE PREVIOUS ONE, PREPARING STUDENTS FOR LIFELONG LEARNING AND SUCCESS IN SECONDARY EDUCATION AND WORKFORCE DEVELOPMENT. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: THIS IMMERSIVE SIMULATION HELPS STUDENTS BUILD ESSENTIAL SKILLS AND EXPLORE POTENTIAL CAREER PATHS ALONG WITH THE STEPS NEEDED TO ACHIEVE THEM. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: 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. 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 ITS 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: BAD DEBT EXPENSE -20,866. GAIN ON TERMINATION OF NEW MARKET TAX CREDIT DEBT 537,930. GAIN ON TERMINATION OF FINANCE PARK LEASE 343,045. FORM 990, PART XII, LINE 2C THE JUNIOR ACHIEVEMENT 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY INC K 94257 CASH PAID JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY INC S 4407440 ASSETS TRANSFERRED SCHEDULE R, PART V, LINE 1K JUNIOR ACHIEVEMENT OF TAMPA BAY PAID JUNIOR ACHIEVEMENT OF FINANCE PARK $94,250 FOR RENT. SCHEDULE R, PART V, LINE 1S JUNIOR ACHIEVEMENT FINANCE PARK OF TAMPA BAY TRANSFERRED ALL CASH AND PROPERTY OWNED AT THE TIME OF LIQUIDATION TO ITS RELATED ENTITY, JUNIOR ACHIEVEMENT OF TAMPA BAY.