Junior Achievement Of Southwest Florida
- Assets
- $820.8k
- Revenue
- $507.3k
- Investments
- $15.7k
- Employees
- 6
- Location
- Fort Myers, FL
- Founding
- 05/1994
- Data as of
- 06/2022
- EIN
- 65-0503084
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.
Form
990
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) | Role | Hours | Compensation |
|---|---|---|---|
Angela Fisher President/ce | OfficerTrustee | 40 | $80,584 |
Jeff Fusco Vice Chair | OfficerTrustee | 5 | $0 |
Suzanne Specht Secretary | OfficerTrustee | 5 | $0 |
Tom Pitser Treasurer | OfficerTrustee | 5 | $0 |
Curt Todd Past Chair | OfficerTrustee | 5 | $0 |
Scott Fischer Chair | OfficerTrustee | 5 | $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 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $80,000 |
| Compensation of current officers, directors, key employees. | $8,000 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $132,261 |
| Pension plan accruals and contributions | $6,253 |
| Other employee benefits | $0 |
| Payroll taxes | $16,176 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,347 |
| Fees for services: Other | $71,865 |
| Advertising and promotion | $35,603 |
| Office expenses | $27,236 |
| Information technology | $8,536 |
| Royalties | $0 |
| Occupancy | $25,960 |
| Travel | $2,323 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,247 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $7,548 |
| Insurance | $10,509 |
| All other expenses | $0 |
| Total functional expenses | $507,885 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $485,397 |
| Savings and temporary cash investments | $7,668 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $23,000 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $8,747 |
| Net Land, buildings, and equipment | $26,934 |
| Investments—publicly traded securities | $253,104 |
| Investments—other securities | $15,652 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $282 |
| Total assets | $820,784 |
| Accounts payable and accrued expenses | $29,675 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $500,000 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $7,993 |
| Total liabilities | $537,668 |
| Net assets without donor restrictions | $283,116 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $820,784 |
Grants Recieved
Over the last fiscal year, we have identified 12 grants that Junior Achievement Of Southwest Florida has recieved totaling $141,485.
| Awarding Organization | Amount |
|---|---|
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 |
Endowment Analysis
| Beg. Balance | $321,117 |
| Earnings | -$45,155 |
| Admin Expense | $3,347 |
| Grants | $4,488 |
| Ending Balance | $268,127 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Junior Achievement Of Georgia Inc Atlanta, GA | $25,901,404 | $11,179,246 |
Junior Achievement Of South Florida Coconut Creek, FL | $18,159,004 | $3,932,079 |
Gray Matters Capital Inc Atlanta, GA | $45,313,464 | $11,858,965 |
Instiglio Miami, FL | $750,033 | $2,766,361 |
Junior Achievement Of Tampa Bay Tampa, FL | $13,350,619 | $4,510,507 |
Chalmers Center For Economic Development At Covenant College Lookout Mountain, GA | $1,151,964 | $2,299,914 |
Junior Achievement Of Central Florida Inc Orlando, FL | $1,871,118 | $1,781,050 |
Junior Achievement Of Greater Miami Miami, FL | $710,234 | $1,615,229 |
Junior Achievement Of The Palm Beaches & Treasure Coast West Palm Beach, FL | $1,189,125 | $1,514,386 |
Junior Achievement Of North Florida Jacksonville, FL | $1,174,755 | $1,101,516 |
Junior Achievement Of Alabama Inc Birmingham, AL | $1,023,017 | $1,342,591 |
The Social Enterprise Fund Inc Winter Park, FL | $10,781 | $501,011 |