2016-12-14T10:57:56-06:00 2016-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2015-07-01 590871446 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC JUNI 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 LAURIE SALLARULO PRESIDENT & EXECUTIVE DIRECTOR 9549797100 2016-12-14 1 WILLIAM G BENSON P00455500 9547710896 2015 2017-02-10 21:41:12Z LAURIE SALLARULO 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 3573798 0 X WWW.JASOUTHFLORIDA.ORG X 1984 FL TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 59 59 47 6862 0 0 2582433 2630441 0 0 0 0 465912 487660 3048345 3118101 0 0 0 0 1437817 1512252 0 0 193576 1793656 1870033 3231473 3382285 -183128 -264184 15887134 14858756 8804249 8100141 7082885 6758615 X JUNIOR ACHIEVEMENT OF SOUTH FLORIDA, INC. HIGHLIGHTS THE VALUE OF THE FREE ENTERPRISE SYSTEM, TEACHING BUSINESS KNOW-HOW AND PERSONAL FINANCE. WE DO THAT THROUGH PROVEN STRUCTURED, HANDS-ON PROGRAMS FOR ALL STUDENTS, K-12. THE RELEVANCY OF THE ORGANIZATION'S PROGRAMS REINFORCES THE LEARNING PROCESS, ENCOURAGES SELF-ESTEEM AND INCREASES THE POTENTIAL FOR OUR STUDENTS FUTURE SUCCESS. 0 0 1290587 JA BIZTOWN: EACH BIZTOWN IS AN INDOOR CENTER THAT CONTAINS A MINI CITY WITH UP TO 18 PUBLIC AND PRIVATE BUSINESSES. EACH BUSINESS WITHIN THE CENTER IS SPONSORED BY A REAL LOCAL BUSINESS AND DISPLAYS THE AUTHENTIC LOGO AND THE ACTUAL MARKETPLACE APPEARENCE OF THE SPONSOR BRINGING THE TOWN TO LIFE FOR THE STUDENTS. 1257506 JA FINANCE PARK: PROGRAM HELPS STUDENTS NAVIGATE THE WORLD OF PERSONAL FINANCES AS THEY ASSUME THE ROLE OF AN "ADULT FOR THE DAY". AT JA FINANCE PARK, STUDENTS ARE GIVEN A UNIQUE LIFE SITUATION CARD WHICH INCLUDES AN INCOME, MARITAL STATUS, EVEN KIDS.USING THIS PERSONA, STUDENTS WORK TO CREATE A BALANCED MONTHLY BUDGET WHILE MAKING DECISIONS REGARDING HOUSING, TRANSPORTATION, INSURANCE, SAVINGS, ENTERTAINMENT EXPENSES AND MUCH MORE. 525548 JA INCLASS: JA FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP PROGRAMS ARE DESIGNED TO INSPIRE AND PREPARE STUDENTS FROM KINDERGARTEN THROUGH 12TH GRADE TO OWN THEIR FUTURE ECONOMIC SUCCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL COMMUNITY USING PROFESSIONALLY DESIGNED AND RIGOROUSLY EVALUATED CURRICULUM MATERIALS. 3073641 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 1 47 1 0 0 0 0 0 1 1 0 0 0 0 X 59 59 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X THE ORGANIZATION 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 SHELLIE GORY BOARD MEMBER 1.00 X 0 0 0 BRAD WEINBRUM BOARD MEMBER 1.00 X 0 0 0 BRANDEN HENSLER BOARD MEMBER 1.00 X 0 0 0 ANDREW CAGNETTA BOARD MEMBER 1.00 X 0 0 0 ALFREDO AGUIRRE BOARD MEMBER 1.00 X 0 0 0 ARLENE PECORA BOARD MEMBER 1.00 X 0 0 0 KATHY FOSTER BOARD MEMBER 1.00 X 0 0 0 BARBARA CAPELETTI BOARD MEMBER 1.00 X 0 0 0 ROBERT LAMM BOARD MEMBER 1.00 X 0 0 0 BILL NICHOLS BOARD MEMBER 1.00 X 0 0 0 BOB ARROYO BOARD MEMBER 1.00 X 0 0 0 BRENDA HORNER BOARD MEMBER 1.00 X 0 0 0 RYAN GUDAITIS BOARD MEMBER 1.00 X 0 0 0 BRUCE HECKER BOARD MEMBER 1.00 X 0 0 0 CAROL MOLNAR BOARD MEMBER 1.00 X 0 0 0 CARLA DORSEY BOARD MEMBER 1.00 X 0 0 0 CHAD TAMAROFF BOARD MEMBER 1.00 X 0 0 0 DANIEL ZAMORA BOARD MEMBER 1.00 X 0 0 0 DAVE WOLNEK BOARD MEMBER 1.00 X 0 0 0 MICHAEL MCGINN BOARD MEMBER 1.00 X 0 0 0 DOUG ROBERTS BOARD MEMBER 1.00 X 0 0 0 DR AVIS PROCTOR BOARD MEMBER 1.00 X 0 0 0 FRANK JAUMOT BOARD MEMBER 1.00 X 0 0 0 FRANKI SCHMIDT BOARD MEMBER 1.00 X 0 0 0 GEOFFREY HORST BOARD MEMBER 1.00 X 0 0 0 DAPHNEE SAINVIL BOARD MEMBER 1.00 X 0 0 0 ALFREDO SUAREZ BOARD MEMBER 1.00 X 0 0 0 PETER WOOLF BOARD MEMBER 1.00 X 0 0 0 JOE SCHUMACKER BOARD MEMBER 1.00 X 0 0 0 JAMES CONSTANTINE BOARD MEMBER 1.00 X 0 0 0 JAMES TY BOARD MEMBER 1.00 X 0 0 0 ERIC SUSSMAN BOARD MEMBER 1.00 X 0 0 0 JEFF KUNTZ BOARD MEMBER 1.00 X 0 0 0 JERRY ROSENTHAL BOARD MEMBER 1.00 X 0 0 0 JIM FRANSKOUSKY BOARD MEMBER 1.00 X 0 0 0 JOHN HEINS BOARD MEMBER 1.00 X 0 0 0 BOB SWINDELL BOARD MEMBER 1.00 X 0 0 0 LARRY CALDERON BOARD MEMBER 1.00 X 0 0 0 LES CAMPBELL BOARD MEMBER 1.00 X 0 0 0 LOIS MARINO BOARD MEMBER 1.00 X 0 0 0 LISA RONEY BOARD MEMBER 1.00 X 0 0 0 MARK S WALTER BOARD MEMBER 1.00 X 0 0 0 MATTHEW BECKER BOARD MEMBER 1.00 X 0 0 0 PATRICK SARGENT BOARD MEMBER 1.00 X 0 0 0 MICHAEL FISCHLER BOARD MEMBER 1.00 X 0 0 0 MICHAEL REARDEN BOARD MEMBER 1.00 X 0 0 0 MITCH WELIN BOARD MEMBER 1.00 X 0 0 0 PAUL MARKO BOARD MEMBER 1.00 X 0 0 0 TERI WALLINGTON BOARD MEMBER 1.00 X 0 0 0 SCOTT RASSLER BOARD MEMBER 1.00 X 0 0 0 STU MORRIS BOARD MEMBER 1.00 X 0 0 0 TIM HOGANS BOARD MEMBER 1.00 X 0 0 0 THOMAS COYLE BOARD MEMBER 1.00 X 0 0 0 TIM RUBIN BOARD MEMBER 1.00 X 0 0 0 RONNIE MEDINA BOARD MEMBER 1.00 X 0 0 0 JOHN RAY CHAIR 1.00 X X 0 0 0 AMY ALLEN CHAIR ELECT 1.00 X X 0 0 0 ALAN MCKAY TREASURER 1.00 X X 0 0 0 PETER ANDERSON SECRETARY 1.00 X X 0 0 0 LAURIE SALLARULO PRESIDENT AND EXECUTIVE DI 40.00 X 66733 0 3806 66733 0 3806 0 0 0 0 0 228404 3696 2398341 512751 2630441 943357 228404 455697 487660 487660 3118101 0 0 487660 130000 119600 5200 5200 1069307 983763 42772 42772 213243 196185 8529 8529 99702 91724 3989 3989 115446 105786 4830 4830 33706 31010 1348 1348 134623 123853 5385 5385 13498 12418 540 540 84916 78123 3396 3397 78414 78414 426756 392616 17070 17070 65486 60246 2620 2620 PROGRAM EXPENSES 329787 329787 REPAIRS AND MAINTENANCE 161858 148908 6475 6475 BANK FEES AND OTHER CHA 94625 87055 3785 3785 JA USA - CAPSTONE FEES 57980 57980 272938 176173 9129 87636 3382285 3073641 115068 193576 319003 66907 2481070 2266547 2000128 1635100 44022 43149 13640801 3265755 10542665 10375046 500246 472007 15887134 14858756 144228 149614 2343350 1838983 6015000 5790000 301671 321544 8804249 8100141 X 4619848 4488373 2463037 2270242 7082885 6758615 15887134 14858756 X -264184 -75755 15669 X X 0 1 X 1 0 X 3754148 3334811 2898100 2655948 2630441 15273448 1290444 1099598 1084032 1124342 943357 5541773 5044592 4434409 3982132 3780290 3573798 20815221 0 0 0 20815221 168 168 5044592 4434577 3982132 3780290 3573798 20815389 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 12137408 2089210 10048198 1190249 988487 201762 313144 188058 125086 10375046 OBLIGATION UNDER INTEREST RATE SWAP 34385 DEBT 264740 DUE TO RELATED ORGANIZATION 22419 321544 4381336 885952 455697 1341649 3039687 78414 78414 3118101 4721275 961707 455697 1417404 3303871 78414 78414 3382285 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE ON PART VIII, LINE 8B 455,697. PART XI, LINE 4B - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES ON PART IX, LINE 21A NETTED AGAINST TOTAL REVENUE, GAINS AND SUPPORT ON THE AUDITED FINANCIAL STATEMENT 78,414. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME ON PART PART VIII, LINE 8B 455,697. PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES ON PART IX, LINE 21A NETTED AGAINST TOTAL REVENUE, GAINS AND SUPPORT ON THE AUDITED FINANCIAL STATEMENT 78,414. HALL OF FAME 348609 67952 280657 148430 JA UNCORKED 312127 60841 251286 113364 8 511025 99611 411414 193903 1171761 228404 943357 455697 455697 487660 A CITY OF COCONUT CREEK 590871446 19188YAA7 2007-01-21 7000000 FINANCE THE CONSTRUCTION AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES 0 0 0 A 2032 0 0 0 0 A 0 0 0 0 0 0 0 A 1 1 1 TD BANK 22.000000000000 0 0 0 0 0 A 0 X SPECIAL EVENTS 188 228404 FAIR MARKET VALUE X FOOD AND BEVERAGE 1 60800 FAIR MARKET VALUE X ADVERTISING 1 50000 FAIR MARKET VALUE X SIGNAGE 1 50000 FAIR MARKET VALUE X FACILITY 1 50000 FAIR MARKET VALUE X SOLAR PANELING 1 32500 FAIR MARKET VALUE X PROGRAM MATERIALS AND SUPPLIES 2 15678 FAIR MARKET VALUE X OFFICE SUPPLIES 1 15369 FAIR MARKET VALUE X SERVICE DOG 1 10000 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 COPY OF FORM 990 PROVIDED TO ORGANIZATION AND BOARD MEMBERS TO REVIEW. TAX RETURN IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AND APPROVED BEFORE ITS SUMBISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FORMS COMPLETED BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 PERFORMED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST AND CAN BE VIEWED AT GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 15,669. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE CURRENT FISCAL YEAR. JUNIOR ACHIEVEMENT USA INC 1 EDUCATION WAY COLORADO SPRINGS CO 80906 EDUCATION CO 501(C)(3) LINE 9 0 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 EDUCATION FL 501(C)(3) LINE 9 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 JUNIOR ACHIEVEMENT USA INC M 78414 FAIR MARKET VALUE JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC L 22419 FAIR MARKET VALUE