Junior Achievement Of Southwest Florida

Organization Overview

Junior Achievement Of Southwest Florida is located in Fort Myers, FL. The organization was established in 1994. According to its NTEE Classification (Q32) the organization is classified as: International Economic Development, under the broad grouping of International, Foreign Affairs & National Security and related organizations. As of 06/2022, Junior Achievement Of Southwest Florida employed 6 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Junior Achievement Of Southwest Florida is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2022, Junior Achievement Of Southwest Florida generated $507.3k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $507.9k during the year ending 06/2022. While expenses have increased by 3.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2022

Describe the Organization's Mission:

Part 3 - Line 1

JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA IS A NONPROFIT DEDICATED TO INSPIRING AND PREPARING YOUNG PEOPLE FOR SUCCESS.

Describe the Organization's Program Activity:

Part 3 - Line 4a

JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA GIVES YOUNG PEOPLE THE KNOWLEDGE AND SKILLS THEY NEED TO OWN THEIR ECONOMIC SUCCESS, PLAN FOR THEIR FUTURE, AND MAKE SMART ACADEMIC AND FINANCIAL CHOICES. DURING THE 2021-2022 SCHOOL YEAR, OVER 200 CORPORATE AND COMMUNITY VOLUNTEERS DELIVERED RELEVANT AND HANDS-ON EXPERIENCES THROUGH 589 CLASSES THAT GAVE 14,772 STUDENTS FROM KINDERGARTEN THROUGH HIGH SCHOOL KNOWLEDGE AND SKILLS IN FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP. JUNIOR ACHIEVEMENT PROGRAMS EMPOWER STUDENTS TO MAKE A CONNECTION BETWEEN WHAT THEY LEARN IN SCHOOL AND HOW IT CAN BE APPLIED IN THE REAL WORLD- ENHANCING THE RELEVANCE OF THEIR CLASSROOM LEARNING AND INCREASING THEIR UNDERSTANDING OF THE VALUE OF STAYING IN SCHOOL. STUDENTS PARTICIPATING IN JA PROGRAMS HAVE A GREATER COMPREHENSION OF ECONOMICS AND BUSINESS THAN THEIR NON-PARTICIPATING PEERS. JA HELPS PREPARE STUDENTS TO DEVELOP SUCCESSFUL FINANCIAL MANAGEMENT HABITS, EMPOWERS THEM TO EXPLORE THE POTENTIAL OF BECOMING ASPIRING ENTREPRENEURS, AND PROVIDES THEM WITH THE SKILLS NECESSARY TO SUCCEED IN A GLOBAL WORKFORCE. JA VOLUNTEERS MAKE SCHOOL RELEVANT AND ENGAGING SO OUR YOUTH ARE MORE LIKELY TO BECOME CONTRIBUTING, SUCCESSFUL COMMUNITY MEMBERS. EDUCATORS INVITE JUNIOR ACHIEVEMENT INTO THEIR CLASSROOMS BECAUSE OUR CURRICULUM FILLS THE GAPS NEEDED AND SUPPORTS TEACHERS BY PROVIDING AN EXCITING LEARNING ENVIRONMENT. THESE UNIQUE EXPERIENCES GIVE THE STUDENTS A REAL-WORLD EXPERIENCE AND PERSPECTIVE. JA EDUCATIONAL PROGRAM CURRICULUMS ARE CONSISTENTLY UPDATED TO ALIGN WITH THE CURRICULUM STATE STANDARDS AND STAY CURRENT WITH INDUSTRY CHANGES.


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Board, Officers & Key Employees

Name (title)Compensation
Angela Fisher
President/ce
$80,584
Scott Fischer
Chair
$0
Jeff Fusco
Vice Chair
$0
Tom Pitser
Treasurer
$0
Suzanne Specht
Secretary
$0
Curt Todd
Past Chair
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$239,565
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$347,394
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$586,959
Total Program Service Revenue$12,500
Investment income $5,234
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $9,152
Net Income from Fundraising Events -$106,567
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $507,299

Grants Recieved

Over the last fiscal year, we have identified 12 grants that Junior Achievement Of Southwest Florida has recieved totaling $141,485.

Awarding OrganizationAmount
The Richard M Schulze Family Foundation

Minneapolis, MN

PURPOSE: HUMAN SERVICES

$30,000
Bank Of America Charitable Foundation Inc

Charlotte, NC

PURPOSE: OPERATIONAL SUPPORT

$25,000
Southwest Florida Community Foundation Inc

Fort Myers, FL

PURPOSE: GEN OP SUPPORT

$15,849
Truist Foundation Inc

Orlando, FL

PURPOSE: GENERAL OPERATING

$15,000
Schwab Charitable Fund

San Francisco, CA

PURPOSE: INTERNATIONAL, FOREIGN AFFAIRS

$10,600
Weller Family Foundation Inc

Rochester, NY

PURPOSE: CHARITABLE PURPOSES

$10,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$321,117
Earnings-$45,155
Admin Expense$3,347
Grants$4,488
Ending Balance$268,127

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