JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC

EIN: 650503084 501(c)(3) International Affairs

FORT MYERS, FL

Total Revenue
$951,128
Total Expenses
$1,112,528
Total Assets
$1,045,008
Net Assets
$335,760
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
FL
Principal Officer
CHERYL KUNKLE
Phone
2392252590
Tax Period
2024-07-01 to 2025-06-30

JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC, founded in 1994, is a small nonprofit in the International Affairs sector that reported $951K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 17% operating deficit.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $794,406

JA VOLUNTEERS DELIVER A CURRICULUM DESIGNED TO TEACH STUDENTS VITAL CONCEPTS IN ENTREPRENEURSHIP, FINANCIAL LITERACY, AND CAREER READINESS. THE STRUCTURED, HANDS-ON LESSONS PROVIDE REAL-WORLD...

Read more

JA VOLUNTEERS DELIVER A CURRICULUM DESIGNED TO TEACH STUDENTS VITAL CONCEPTS IN ENTREPRENEURSHIP, FINANCIAL LITERACY, AND CAREER READINESS. THE STRUCTURED, HANDS-ON LESSONS PROVIDE REAL-WORLD APPLICATIONS AND INSIGHTS, EMPOWERING STUDENTS TO DEVELOP THE CONFIDENCE AND SKILLS NECESSARY FOR SUCCESS IN TODAY'S ECONOMY. VOLUNTEERS WHO BRING THEIR OWN BUSINESS EXPERIENCES RECEIVE COMPREHENSIVE TRAINING AND INCLUSIVE MATERIALS TO ENSURE EFFECTIVE PROGRAM DELIVERY. DURING THE 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA REACHED 20,592 STUDENTS, DELIVERING OVER 223,402 INSTRUCTIONAL HOURS THROUGH CORPORATE AND COMMUNITY VOLUNTEERS. THESE PROGRAMS EQUIP STUDENTS WITH THE KNOWLEDGE AND SKILLS TO MAKE INFORMED ACADEMIC AND FINANCIAL CHOICES, REINFORCING THE CONNECTION BETWEEN CLASSROOM LEARNING AND REAL- WORLD APPLICATIONS. JA PROGRAMS HELP STUDENTS DEVELOP SUCCESSFUL FINANCIAL MANAGEMENT HABITS, EXPLORE ENTREPRENEURIAL POTENTIAL, AND GAIN THE SKILLS NECESSARY TO THRIVE IN A GLOBAL WORKFORCE. EDUCATORS CONSISTENTLY INVITE JA INTO THEIR CLASSROOMS BECAUSE THE CURRICULUM ALIGNS WITH FLORIDA STATE STANDARDS, FILLS CRITICAL EDUCATIONAL GAPS, AND PROVIDES AN ENGAGING, SUPPORTIVE LEARNING ENVIRONMENT. THE CURRICULUM IS REGULARLY UPDATED TO REFLECT INDUSTRY TRENDS AND EVOLVING EDUCATIONAL REQUIREMENTS, ENSURING RELEVANCE AND EFFECTIVENESS. JA SWFL'S PRE-APPRENTICESHIP PROGRAM EQUIPS LOCAL YOUTH WITH THE SKILLS, CERTIFICATIONS, AND INDUSTRY EXPOSURE THEY NEED TO MOVE DIRECTLY INTO MEANINGFUL CAREERS BY PROVIDING HANDS-ON EXPERIENCE: TRAINING LABS, INDUSTRY ALIGNMENT: CURRICULUM DESIGNED AROUND LOCAL WORKFORCE NEEDS, CAREER PATHWAYS: DIRECT CONNECTIONS TO EMPLOYERS READY TO HIRE. WE HAD A 95% JOB PLACEMENT FOR THE 2024-2025 YOUTH.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,008,270
Program Service Revenue $0
Investment Income $23,081
Other Revenue $-80,223
TOTAL REVENUE $951,128

Expense Breakdown

Grants Paid $0
Salaries & Benefits $423,319
Fundraising Expenses $204,000
Program Expenses $794,406
Other Expenses $689,209
TOTAL EXPENSES $1,112,528

Year-over-Year Comparison

2024 2023 Change
Revenue $951,128 $906,012 +0.0%
Expenses $1,112,528 $764,199 +0.5%
Net Income $-161,400 $141,813 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
19
Independent Members
19
Employees
10
Volunteers
115

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
4
$125,644
Total Directors
21
$125,644
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANGELA FISHER PRESIDENT/CE 40.00
Officer Director
$121,984 $3,660 $125,644
CARLOS ARTIME DIRECTOR 0.75
Director
$0 $0 $0
JASON BREWER CHAIR 0.75
Officer Director
$0 $0 $0
ELIZABETH DOSORETZ DIRECTOR 0.75
Director
$0 $0 $0
JASON DUKE DIRECTOR 1.00
Director
$0 $0 $0
BRIAN GLAESER DIRECTOR 0.75
Director
$0 $0 $0
NANCY KORISTA DIRECTOR 0.75
Director
$0 $0 $0
MATTHEW KRAGH DIRECTOR 0.75
Director
$0 $0 $0
BENJAMIN LEVENE DIRECTOR 0.75
Director
$0 $0 $0
RYAN M MITCHELL DIRECTOR 0.75
Director
$0 $0 $0
TOM PITSER DIRECTOR 0.75
Director
$0 $0 $0
MONICA SCIRE DIRECTOR 0.75
Director
$0 $0 $0
DR MATHEW SHEEP DIRECTOR 0.75
Director
$0 $0 $0
SUZANNE SPECHT SECRETARY 0.75
Officer Director
$0 $0 $0
GARY TASMAN MEMBER AT LA 0.75
Director
$0 $0 $0
CHERRYLANE THOMAS DIRECTOR 0.75
Director
$0 $0 $0
CURT TODD MEMBER AT LA 0.75
Director
$0 $0 $0
MICHAEL TRAFICANTE DIRECTOR 0.75
Director
$0 $0 $0
EARNEST WILKS VICE CHAIR & 0.75
Officer Director
$0 $0 $0
SANDY STILWELL YOUNGQUIST DIRECTOR 0.75
Director
$0 $0 $0
MONA ZIELKE DIRECTOR 0.75
Director
$0 $0 $0
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 $951,128 $1,112,528 $1,045,008 $-161,400
2024 $906,012 $764,199 $1,049,578 $141,813
2023 $734,483 $669,680 $895,916 $64,803
2022 $507,299 $507,885 $820,784 $-586
2021 $466,453 $483,304 $543,666 $-16,851
2020 $388,774 $465,840 $418,627 $-77,066
2019 $476,056 $503,092 $486,061 $-27,036
2018 $364,840 $400,567 $504,511 $-35,727
Explore More Nonprofits
Top 100 Nonprofits in Florida Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA INC with other nonprofits in Florida and across the country.