2014-12-11T15:36:46-06:00 2014-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2013-07-01 590871446 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC JUNI 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 ELIZABETH MORRALL INTERIM EXECUTIVE DIRECTOR 9549797100 2014-12-11 1 WILLIAM G BENSON P00455500 9547710896 2013 2015-11-30 17:44:51Z ELIZABETH MORRALL 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 3586072 0 X WWW.JASOUTHFLORIDA.ORG X 1984 FL TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 63 63 40 5800 0 0 2822952 2713938 0 0 0 0 383957 414349 3206909 3128287 0 0 0 0 1485486 1581921 0 0 211190 2135009 1936337 3620495 3518258 -413586 -389971 16542722 16785701 8913162 9538120 7629560 7247581 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 2426934 CAPSTONE PROGRAM: THE PROGRAM COMBINES PRACTICAL APPLICATIONS IN REAL WORLD SITUATIONS WITH PRINCIPLES LEARNED IN THE CLASSROOM. STUDENTS EXPLORE LESSONS OF ENTREPRENEURSHIP, FINANCIAL LITERACY, AND WORK READINESS, AND PUT THOSE SKILLS TO WORK 56091 GRADES 9 THRU 12: A BUSINESS ROLE MODEL, TRAINED BY JUNIOR ACHIEVEMENT, DELIVERS JUNIOR ACHIEVEMENT CURRICULUM ON FREE ENTERPRISE EDUCATION. 594300 GRADES K THRU 5: VOLUNTEERS TO TEACH THE BASICS OF THE FREE ENTERPRISE SYSTEM. 75364 GRADES 6 THRU 8: A BUSINESS CONSULTANT (VOLUNTEER) TEACHES ECONOMICS TO STUDENTS ONE CLASS PERIOD PER WEEK. 75364 3152689 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 5 0 1 40 1 0 0 0 0 0 1 1 0 0 0 0 X 63 63 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 MELISSA AIELLO PRESIDENT AND EXECUTIVE DIRECTOR 40.00 X X 129943 0 21345 BRAD WEINBRUM CHAIR 1.00 X X 0 0 0 JOHN RAY CHAIR ELECT 1.00 X X 0 0 0 PETER WOOLF TREASURER 1.00 X X 0 0 0 ISABEL HEBERT SECRETARY 1.00 X X 0 0 0 ALAN MCKAY BOARD MEMBER 1.00 X 0 0 0 AMY ALLEN 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 ANGELA WARD BOARD MEMBER 1.00 X 0 0 0 ANNE MARIE TAGLIENTI BOARD MEMBER 1.00 X 0 0 0 BARBARA BRYAN BOARD MEMBER 1.00 X 0 0 0 BARBARA CAPELETTI BOARD MEMBER 1.00 X 0 0 0 BETH BRAZNELL 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 BRIAN KILPATRICK BOARD MEMBER 1.00 X 0 0 0 BRUCE HECKER BOARD MEMBER 1.00 X 0 0 0 CAREN BERG 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 DAVID KRESGE 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 GERALD MOENCH BOARD MEMBER 1.00 X 0 0 0 GREG BADER BOARD MEMBER 1.00 X 0 0 0 J MICHAEL WOODY JR BOARD MEMBER 1.00 X 0 0 0 JAIMIE LEON 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 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 LORI CHEVY BOARD MEMBER 1.00 X 0 0 0 MARK QUINTANA ORGANIZATIONAL MEMBER 1.00 X 0 0 0 MARK S WALTER BOARD MEMBER 1.00 X 0 0 0 MARK STERN BOARD MEMBER 1.00 X 0 0 0 MATTHEW BECKER 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 MIKE DAYHOFF 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 PETER ANDERSON BOARD MEMBER 1.00 X 0 0 0 SCOTT RASSLER BOARD MEMBER 1.00 X 0 0 0 SONYA HINDS BOARD MEMBER 1.00 X 0 0 0 STEVE WAISER BOARD MEMBER 1.00 X 0 0 0 STU MORRIS 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 TIMOTHY ISZLER BOARD MEMBER 1.00 X 0 0 0 129943 0 21345 1 0 1 0 0 211898 11520 2490520 577148 2713938 872134 211898 457785 414349 414349 3128287 0 0 414349 129943 116949 6497 6497 1143565 1029209 57178 57178 203301 182971 10165 10165 105112 94600 5256 5256 20200 18180 1010 1010 71349 63673 3838 3838 31689 29471 634 1584 103224 92902 5161 5161 6673 6005 334 334 122647 110383 6132 6132 82165 82165 686131 617517 34307 34307 82418 74176 4121 4121 PROGRAM EXPENSES 275320 275320 REPAIRS AND MAINTENANCE 130542 117488 6527 6527 BANK FEES AND OTHER CHA 125268 112742 6263 6263 FUNDRAISING 39815 39815 158896 128938 6956 23002 3518258 3152689 154379 211190 256854 247427 2820912 2554585 1403929 2619061 235543 48045 13258381 2462413 11291689 10795968 533795 520615 16542722 16785701 103191 131293 1961500 2832200 6435000 6230000 413471 344627 8913162 9538120 X 4742465 4360486 2887095 2887095 7629560 7247581 16542722 16785701 X -389971 -80000 87992 X X 0 1 X 1 0 X 2367649 3135832 3754148 3334811 2898100 15490540 542001 725652 1290444 1099598 1084032 4741727 2909650 3861484 5044592 4434409 3982132 20232267 0 0 0 20232267 -13053 527 -12526 -13053 527 -12526 32283 74 168 32525 2928880 3862085 5044592 4434577 3982132 20252266 0.99900 0.99450 0.00000 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 247011 34883 13859 268035 0 2782 107 2764 125 2742 415 375 2782 3062 55 375 2742 3099 338 375 3062 1 12134959 1469075 10665884 937000 833380 103620 186422 159958 26464 10795968 OBLIGATION UNDER INTEREST RATE SWAP 148486 DEBT 173338 DUE TO RELATED ORGANIZATION 22803 344627 4168645 664738 457785 1122523 3046122 82165 82165 3128287 4638616 744738 457785 1202523 3436093 82165 82165 3518258 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 457,785. PART VIII, LINE 8B 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 82,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME ON PART 457,785. PART VIII, LINE 8B 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 82,165. BOWL-A-THON 282255 55173 227082 105443 JA UNCORKED 240056 46924 193132 96110 7 561721 109801 451920 256232 1084032 211898 872134 457785 457785 414349 0 0 0 0 0 0 0 0 0 MELISSA AIELLO PRESIDENT AND EXECUTIVE DIRECTOR 129943 0 0 0 0 0 15085 0 6260 0 151288 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 ADVERTISING 1 100000 FAIR MARKET VALUE X FOOD AND BEVE 1 50000 FAIR MARKET VALUE X SIGNAGE 1 50000 FAIR MARKET VALUE X OFFICE FURNIS 1 50000 FAIR MARKET VALUE X MATERIALS 1 50000 FAIR MARKET VALUE X SOLAR PANELIN 1 32500 FAIR MARKET VALUE X PRINTING AND 1 30000 FAIR MARKET VALUE X OFFICE SUPPLI 1 2750 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 87,992. 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 0 1 0 0 0 0 0 0 JUNIOR ACHIEVEMENT USA INC M 82165 FAIR MARKET VALUE