JUNIOR ACHIEVEMENT OF TAMPA BAY INC

EIN: 591098499 501(c)(3) International Affairs

TAMPA, FL

Total Revenue
$8,004,421
Total Expenses
$6,736,586
Total Assets
$17,281,231
Net Assets
$15,698,099
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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
FL
Principal Officer
RICHARD GEORGE
Phone
7275300884
Tax Period
2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF TAMPA BAY INC, founded in 1982, is a community nonprofit in the International Affairs sector that reported $8.0M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 16% operating margin.

Mission

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)

Program Service Accomplishments

Program 1
Expenses: $1,869,133 Revenue: $34,357

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...

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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)

Program 2
Expenses: $1,469,934 Revenue: $471,393

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...

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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)

Program 3
Expenses: $2,599,010 Revenue: $1,717,017

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...

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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).

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,482,415
Program Service Revenue $2,222,767
Investment Income $237,777
Other Revenue $61,462
TOTAL REVENUE $8,004,421

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,976,675
Fundraising Expenses $392,558
Program Expenses $5,938,077
Other Expenses $3,759,911
TOTAL EXPENSES $6,736,586

Year-over-Year Comparison

2024 2023 Change
Revenue $8,004,421 $5,495,049 +0.5%
Expenses $6,736,586 $5,539,992 +0.2%
Net Income $1,267,835 $-44,943 -29.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
56
Independent Members
56
Employees
49
Volunteers
6139

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$817,249
Total Directors
56
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NELSON CASTELLANO BOARD CHAIR 2.00
Officer Director
$0 $0 $0
SUZANNE DIAZ SECRETARY 2.00
Officer Director
$0 $0 $0
DAVID JORDAN TREASURER 2.00
Officer Director
$0 $0 $0
ROBERT SHIMBERG CHAIR ELECT 2.00
Officer Director
$0 $0 $0
PATRICK O'CONNOR IMMEDIATE PAST BOARD CHAIR 2.00
Director
$0 $0 $0
JOSEPH CANNELLA VICE CHAIR - AUDIT COMMITTEE 2.00
Director
$0 $0 $0
KIM HILL VICE CHAIR - LEARNING EXPERIENCES 2.00
Director
$0 $0 $0
BEMETRA SIMMONS VICE CHAIR - GOVERNMENT AFFAIRS 2.00
Director
$0 $0 $0
BRIAN ADAMSKI DIRECTOR 2.00
Director
$0 $0 $0
IAN ANDERSON DIRECTOR 2.00
Director
$0 $0 $0
VAN AYRES DIRECTOR 2.00
Director
$0 $0 $0
ALAN BERTSCH DIRECTOR 2.00
Director
$0 $0 $0
BRIAN BEST DIRECTOR 2.00
Director
$0 $0 $0
DAVID BLACKWELL DIRECTOR 2.00
Director
$0 $0 $0
STEVE BLAIR DIRECTOR 2.00
Director
$0 $0 $0
STEVEN CANTILLO DIRECTOR 2.00
Director
$0 $0 $0
TYLER CATHEY DIRECTOR 2.00
Director
$0 $0 $0
JEFF CHRONISTER DIRECTOR 2.00
Director
$0 $0 $0
CRAIG CUFFE DIRECTOR 2.00
Director
$0 $0 $0
LISA FALLER DIRECTOR 2.00
Director
$0 $0 $0
JAMIE GRANESE DIRECTOR 2.00
Director
$0 $0 $0
DR MICHAEL GREGO DIRECTOR 2.00
Director
$0 $0 $0
DR STACY HAHN DIRECTOR 2.00
Director
$0 $0 $0
TIM HOLCOMB DIRECTOR 2.00
Director
$0 $0 $0
KASSIDY JOHNSON DIRECTOR 2.00
Director
$0 $0 $0
STEPHIE HOLMQUIST-JOHNSON DIRECTOR 2.00
Director
$0 $0 $0
DAVID JORDAN DIRECTOR 2.00
Director
$0 $0 $0
DAVID KELLEY DIRECTOR 2.00
Director
$0 $0 $0
BRENDON KINGSBURY DIRECTOR 2.00
Director
$0 $0 $0
PETE KIRTLAND DIRECTOR 2.00
Director
$0 $0 $0
JIM LANG DIRECTOR 2.00
Director
$0 $0 $0
JOE LOWRY JR DIRECTOR 2.00
Director
$0 $0 $0
PHIL MALCOLM DIRECTOR 2.00
Director
$0 $0 $0
JANICE MATSON DIRECTOR 2.00
Director
$0 $0 $0
CJ MINTRONE DIRECTOR 2.00
Director
$0 $0 $0
IWAN MOHAMED DIRECTOR 2.00
Director
$0 $0 $0
ROBERT MOSSBACHER DIRECTOR 2.00
Director
$0 $0 $0
PAM MUMA DIRECTOR 2.00
Director
$0 $0 $0
SANDY MURMAN DIRECTOR 2.00
Director
$0 $0 $0
SCOTT PRICE DIRECTOR 2.00
Director
$0 $0 $0
MIKE QUACKENBUSH DIRECTOR 2.00
Director
$0 $0 $0
RAFAEL RENNO DIRECTOR 2.00
Director
$0 $0 $0
DOUG RICH DIRECTOR 2.00
Director
$0 $0 $0
DR MELODY RIDER DIRECTOR 2.00
Director
$0 $0 $0
SCOTT RILEY DIRECTOR 2.00
Director
$0 $0 $0
MIKE ROBERTSON DIRECTOR 2.00
Director
$0 $0 $0
JACK RYBICKI DIRECTOR 2.00
Director
$0 $0 $0
STEVE SALZER DIRECTOR 2.00
Director
$0 $0 $0
STEVE SCHULTZ DIRECTOR 2.00
Director
$0 $0 $0
YVETTE SEGURA DIRECTOR 2.00
Director
$0 $0 $0
KEN SINGH DIRECTOR 2.00
Director
$0 $0 $0
ALEX SINK DIRECTOR 2.00
Director
$0 $0 $0
MIKE TASCHER DIRECTOR 2.00
Director
$0 $0 $0
JOE TEAGUE DIRECTOR 2.00
Director
$0 $0 $0
JOHN TOMLIN DIRECTOR 2.00
Director
$0 $0 $0
MARLENE VELEZ DIRECTOR 2.00
Director
$0 $0 $0
RICHARD GEORGE PRESIDENT 40.00
Officer
$337,989 $104,485 $442,474
MARGARET HALEY SR. VICE PRESIDENT, ADMINI 40.00
Officer
$116,762 $16,338 $133,100
CHRISTINA ROBERTS - 3DE CHIEF DEVELOPMENT OFFICER 40.00
Officer
$138,998 $6,650 $145,648
LIZA STEVENS CHIEF FINANCIAL OFFICER AS OF 1/1/25 40.00
Officer
$94,117 $1,910 $96,027
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $8,004,421 $6,736,586 $17,281,231 $1,267,835
2024 $5,495,049 $5,539,992 $20,792,137 $-44,943
2023 $5,104,962 $4,321,479 $20,412,710 $783,483
2022 $4,510,507 $3,378,718 $13,350,619 $1,131,789
2021 $3,455,846 $2,925,277 $12,477,978 $530,569
2020 $3,543,164 $3,545,060 $12,277,543 $-1,896
2019 $3,629,546 $3,534,122 $11,873,059 $95,424
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