2015-12-02T09:49:17-06:00 2015-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2014-07-01 590871446 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC JUNI 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 LAURIE SALLARULO PRESIDENT & EXECUTIVE DIRECTOR 9549797100 2015-12-02 1 WILLIAM G BENSON P00455500 9547710896 2014 2016-03-07 17:11:31Z LAURIE SALLARULO 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 3489646 0 X WWW.JASOUTHFLORIDA.ORG X 1984 FL TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 60 60 42 6500 0 0 2713938 2582433 0 0 0 0 414349 465912 3128287 3048345 0 0 0 0 1581921 1437817 0 0 193483 1936337 1793656 3518258 3231473 -389971 -183128 16785701 15887134 9538120 8804249 7247581 7082885 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 OUT STUDENTS FUTURE SUCCESS. 0 0 1214274 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. 1210782 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 BALANCES MONTHLY BUDGET WHILE MAKING DECISIONS REGARDING HOUSING, TRANSPORTATION, INSURANCE, SAVINGS, ENTERTAINMENT EXPENSES AND MUCH MORE. 501557 JA INCLASS: JA FINANCIAL LITERACY, WORK READINESS, AND ENTREPRENEURSHIP PROGRAMS ARE DESIGNED TO INSPIRE AND PREPARE STUDENTS FROM KINDERGARTEN THROUGH 12TH GRATDE TO OWN THEIR FUTURE ECONOMIC SUCESS. THEY ARE TAUGHT BY TRAINED VOLUNTEER ROLE MODELS FROM THE LOCAL COMMUNITY. USING PROFESSIONALLY DESIGNED AND RIGOROUSLY EVALUATED CURRICULUM MATERIALS. 2926613 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 X 60 60 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 LAURIE SALLARULO PRESIDENT AND EXECUTIVE DI 40.00 X 0 0 0 MELISSA AIELLO PAST PRESIDENT AND EXECUTIVE DI 40.00 X X 149302 0 2686 JOHN RAY CHAIR 1.00 X X 0 0 0 AMY ALLEN CHAIR ELECT 1.00 X X 0 0 0 J MICHAEL WOODY JR TREASURER 1.00 X X 0 0 0 PETER ANDERSON SECRETARY 1.00 X X 0 0 0 ALAN MCKAY BOARD MEMBER 1.00 X 0 0 0 BRAD WEINBRUM BOARD MEMBER 1.00 X 0 0 0 ANDREW BRITTON 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 JACQUELINE FRANCIS 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 HAKIM KASSAM 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 LUPO SCHMIDT BOARD MEMBER 1.00 X 0 0 0 GEOFFREY HORST BOARD MEMBER 1.00 X 0 0 0 HEATHER NISBETH BOARD MEMBER 1.00 X 0 0 0 GREG BADER 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 JASON WELCH 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 KEVIN ROGERS 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 ORGANIZATIONAL MEMBER 1.00 X 0 0 0 149302 0 2686 1 0 1 0 JUNIOR ACHIEVEMENT USA ONE EDUCATION WAY COLORADO SPRINGS CO 80906 PROGRAM MATERIALS, FRANCHISE FEES 176171 JA PENSION PLAN PO BOX 310459 DES MOINES IA 503310459 RETIRMENT SERVICES 120265 2 217129 18000 2347304 450323 2582433 907213 217129 441301 465912 465912 3048345 0 0 465912 91154 83862 3646 3646 1056671 972137 42267 42267 195048 179444 7802 7802 94944 87348 3798 3798 78834 72222 3306 3306 34085 31359 1363 1363 121826 112080 4873 4873 7321 6735 293 293 125991 115911 5040 5040 83893 83893 408942 376226 16358 16358 88924 81810 3557 3557 PROGRAM EXPENSES 303744 303744 REPAIRS AND MAINTENANCE 136613 125683 5465 5465 BANK FEES AND OTHER CHA 133654 122962 5346 5346 UNFULFILLED PROMISES TO 73002 14600 3650 54752 196827 156597 4613 35617 3231473 2926613 111377 193483 247427 319003 2554585 2481070 2619061 2000128 48045 44022 13397864 2855199 10795968 10542665 520615 500246 16785701 15887134 131293 144228 2832200 2343350 6230000 6015000 344627 301671 9538120 8804249 X 4360486 4619848 2887095 2463037 7247581 7082885 16785701 15887134 X -183128 -80000 98432 X X 0 1 X 1 0 X 3135832 3754148 3334811 2898100 2655948 15778839 725652 1290444 1099598 1084032 1124342 5324068 3861484 5044592 4434409 3982132 3780290 21102907 0 0 0 21102907 527 527 527 527 74 168 242 3862085 5044592 4434577 3982132 3780290 21103676 1.00000 0.99900 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 268035 268035 0 2782 107 2764 125 2742 415 375 2782 3062 55 375 2742 1 12136173 1778499 10357674 1075269 911098 164171 186422 165602 20820 10542665 OBLIGATION UNDER INTEREST RATE SWAP 50053 DEBT 239340 DUE TO RELATED ORGANIZATION 12278 301671 5809483 2403730 441301 2845031 2964452 83893 83893 3048345 6072611 2483730 441301 2925031 3147580 83893 83893 3231473 PART IV, LINE 1B: PERMANENT ENDOWMENT WITH THE COMMUNITY FOUNDATION OF BROWARD, INC. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE ON 441,301. PART VIII, LINE 8B PART XI, LINE 4B - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES ON PART IX, LINE 21A NETTED AGAINST TOTAL 83,893. REVENUE, GAINS AND SUPPORT ON THE AUDITED FINANCIAL STATEMENT PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME ON PART 441,301. PART VIII, LINE 8B PART XII, LINE 4B - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES ON PART IX, LINE 21A NETTED AGAINST TOTAL 83,893. REVENUE, GAINS AND SUPPORT ON THE AUDITED FINANCIAL STATEMENT JA UNCORKED 256512 49537 206975 135828 HALL OF FAME 244719 47259 197460 112107 7 623111 120333 502778 193366 1124342 217129 907213 441301 441301 465912 X 0 0 0 0 0 0 0 0 0 MELISSA AIELLO PAST PRESIDENT AND EXECUTIVE DI 149302 0 0 0 0 0 0 0 2686 0 151988 0 0 0 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 189 217129 FAIR MARKET VALUE X FOOD AND BEVERAGE 1 50000 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 OFFICE SUPPLIES 2 694 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 IT 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 98,432. 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 83893 FAIR MARKET VALUE JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC L 12278 FAIR MARKET VALUE