2012-12-12T07:22:48-06:00 2012-06-30 591363792 KEEFE MCCULLOUGH & CO LLP CPA'S 6550 N FEDERAL HIGHWAY SUITE 410 FT LAUDERDALE FL 33308 990 2011-07-01 590871446 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC JUNI 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 MELISSA AIELLO 9549797100 2012-12-11 1 WILLIAM G BENSON P00455500 9547710896 2011 2016-02-24 21:20:13Z MELISSA AIELLO 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 3761858 0 X WWW.JASOUTHFLORIDA.ORG X 1984 FL TO ENSURE THAT EVERY CHILD IN AMERICA HAS A FUNDAMENTAL UNDERSTANDING OF THE FREE ENTERPRISE SYSTEM. 54 54 38 4300 0 0 3011377 2739133 0 0 661 0 194977 399247 3207015 3138380 0 0 0 0 1461178 1376611 0 0 204376 2024720 1959220 3485898 3335831 -278883 -197451 19747185 17937902 11568331 9803634 8178854 8134268 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 2260633 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 92331 GRADES 9 THRU 12: A BUSINESS ROLE MODEL, TRAINED BY JUNIOR ACHIEVEMENT, DELIVERS JUNIOR ACHIEVEMENT CURRICULUM ON FREE ENTERPRISE EDUCATION 574788 GRADES K THRU 5: VOLUNTEERS TO TEACH THE BASICS OF THE FREE ENTERPRISE SYSTEM. 59076 GRADES 6 THRU 8: A BUSINESS CONSULTANT (VOLUNTEER) TEACHES ECONOMICS TO STUDENTS ONE CLASS PERIOD PER WEEK. 59076 2986828 1 1 0 0 0 0 0 0 0 1 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 0 1 13 0 1 38 1 0 0 0 0 0 1 1 0 0 0 0 X 54 54 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 ALAN MCKAY 1.00 X 0 0 0 AMY ALLEN 1.00 X 0 0 0 ANDREW CAGNETTA 1.00 X 0 0 0 ANGELA WARD 1.00 X 0 0 0 ANNE MARIE TAGLIENTI 1.00 X 0 0 0 BARBARA BRYAN 1.00 X 0 0 0 BARBARA CAPELETTI 1.00 X 0 0 0 BOB ARROYO 1.00 X 0 0 0 BRAD WEINBRUM 1.00 X X 0 0 0 BRENDA HORNER 1.00 X 0 0 0 BRUCE HECKER 1.00 X 0 0 0 CAREN BERG 1.00 X 0 0 0 CRAIG DRUCKER 1.00 X 0 0 0 DAVE WOLNEK 1.00 X 0 0 0 DOUG ROBERTS 1.00 X 0 0 0 ELLEN ROBERSON 1.00 X 0 0 0 F GERARD LITRENTO 1.00 X 0 0 0 FRANK JAUMOT 1.00 X 0 0 0 ISABEL HEBERT 1.00 X X 0 0 0 IWAN MOHAMED 1.00 X 0 0 0 J MICHAEL WOODY JR 1.00 X 0 0 0 JAMES CONSTANTINE 1.00 X 0 0 0 JASON WELCH 1.00 X X 0 0 0 JEFF KUNTZ 1.00 X 0 0 0 JEFFREY WEINSTOCK 1.00 X 0 0 0 JEFFREY WERTMAN 1.00 X 0 0 0 JERRY ROSENTHAL 1.00 X 0 0 0 JIM FRANSKOUSKY 1.00 X 0 0 0 JOHN HEINS 1.00 X 0 0 0 JOHN RAY 1.00 X 0 0 0 KEN HIRSCH 1.00 X 0 0 0 LARRY CALDERON 1.00 X 0 0 0 LES CAMPBELL 1.00 X 0 0 0 LOIS MARINO 1.00 X 0 0 0 LORI CHEVY 1.00 X 0 0 0 MARK S WALTER 1.00 X 0 0 0 MARK STERN 1.00 X 0 0 0 MATTHEW BECKER 1.00 X 0 0 0 MAURICE CONTRERAS 1.00 X 0 0 0 MICHAEL FISCHLER 1.00 X 0 0 0 MICHAEL REARDEN 1.00 X 0 0 0 MICHAEL S BROWN 1.00 X 0 0 0 MIKE DAYHOFF 1.00 X 0 0 0 MITCH WELIN 1.00 X 0 0 0 PETER ANDERSON 1.00 X 0 0 0 PETER WOOLF 1.00 X X 0 0 0 SCOTT RASSLER 1.00 X 0 0 0 SONYA HINDS 1.00 X 0 0 0 STACY GOLD 1.00 X 0 0 0 STEVE WAISER 1.00 X 0 0 0 STU MORRIS 1.00 X 0 0 0 THOMAS COYLE 1.00 X 0 0 0 TIM RATTY 1.00 X 0 0 0 TIMOTHY ISZLER 1.00 X 0 0 0 MELISSA AIELLO 40.00 X 106776 0 6195 106776 0 6195 1 0 0 0 0 267719 7682 2463732 578980 2739133 1022725 267719 623478 399247 399247 3138380 0 0 399247 106776 96098 5339 5339 987662 888896 49383 49383 197806 178026 9890 9890 84367 75931 4218 4218 22000 19800 1100 1100 66000 59400 3300 3300 50916 47348 1022 2546 144589 118722 6596 19271 9407 8467 470 470 130162 117146 6508 6508 51030 51030 710581 639523 35529 35529 85243 76719 4262 4262 PROGRAM EXPENSES 296511 296511 REPAIRS AND MAINTENANCE 96343 86709 4817 4817 BANK FEES AND OTHER CHA 83891 75501 4195 4195 BUSINESS DEVELOPMENT 52573 7023 45550 159974 143978 7998 7998 3335831 2986828 144627 204376 159237 174154 3542810 3144082 2811067 1919379 566409 381195 13247540 1463701 12114181 11783839 3196 2782 550285 532471 19747185 17937902 167106 129992 4059735 2715985 7341490 6957657 11568331 9803634 X 4557354 4863192 3621500 3271076 8178854 8134268 19747185 17937902 X -197451 152865 X 0 1 1 X 0 X 2195664 1171567 2367649 3135832 3754148 12624860 381765 450171 542001 725652 1290444 3390033 2577429 1621738 2909650 3861484 5044592 16014893 0 0 0 16014893 183568 71651 -13053 527 242693 183568 71651 -13053 527 242693 9663 6849 32283 74 48869 2770660 1700238 2928880 3862085 5044592 16306455 0.98210 0.97030 0.01490 0.02560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 249600 16700 232900 2742 415 375 2782 3062 55 375 2742 3099 338 375 3062 1.00000 1 0 12136172 1175732 10960440 924946 159076 765870 186422 128893 57529 11783839 OBLIGATIONS UNDER INTEREST RATE SWAP 325356 DEBT 6630000 DUE TO RELATED ORGANIZATION 2301 6957657 3138380 3335831 -197451 152865 152865 -44586 4510173 799345 623478 1422823 3087350 51030 51030 3138380 4707624 799345 623478 1422823 3284801 51030 51030 3335831 PART IV, LINE 1B: PERMENENT ENDOWMENT WITH THE COMMUNITY FOUNDATION OF BROWARD, INC. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 127,865. TRANSFER FROM RELATED ORGANIZATION 25,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: 152,865. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE ON PART VIII, LINE 8B 623,478. 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 51,030. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING INCOME ON PART PART VIII, LINE 8B 623,478. PART XIII, LINE 4B - OTHER ADJUSTMENTS: PAYMENTS TO AFFILIATES ON PART IX, LINE 21A NETTED AGAINST TOTAL REVENUE, GAINS AND SUPPORT ON THE AUDITED FINANCIAL STATEMENT 51,030. SPIRIT OF FREEDOM 317768 65925 251843 153530 HALL OF FAME 243963 50613 193350 117870 8 728713 151181 577532 352078 1290444 267719 1022725 623478 623478 399247 CITY OF COCONUT CREEK 590871446 19188YAA7 2007-01-21 7000000 SEE SCHEDULE O 0 0 0 2009 0 0 0 0 0 0 0 0 0 1 1 1 TD BANK 22.000000000000 0 0 0 0 0 X MATERIALS 300 578980 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 COPY OF RETURN PROVIDED TO BOARD MEMBERS TO REVIEW BEFORE IT IS SIGNED AND SUBMITTED. 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 FORM 990 IS AVAILABLE UPON REQUEST AND CAN BE VIEWED AT GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 127,865. TRANSFER FROM RELATED ORGANIZATION 25,000. TOTAL TO FORM 990, PART XI, LINE 5: 152,865. JA WORLDWIDE INC 1 EDUCATION WAY COLORADO SPRINGS CO 80906 EDUCATION CO 501 C 3 EDUCATIONAL 0 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 EDUCATION FL 501 C 3 EDUCATIONAL 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 JA WORLDWIDE L 51030 FAIR MARKET VALUE JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC L 25000 CASH