2026-05-15T11:34:05-05:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 6550 N FEDERAL HIGHWAY 4TH FLOOR FT LAUDERDALE FL 33308 990 2024-07-01 590871446 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA INC JUNI 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 LAURIE SALLARULO PRESIDENT & EXECUTIVE DIRECTOR 9549797100 2026-05-12 1 1 TYLER JOHNSON P01959117 9547710896 2026-05-12 2024 2025-03-06 01:10:19Z LAURIE SALLARULO 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 10509563 0 1116 X WWW.JASOUTHFLORIDA.ORG X 1984 FL TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. 76 76 335 5166 0 0 8870244 9808741 130361 150291 209047 232249 -250524 -214296 8959128 9976985 0 0 0 0 3990617 4649838 0 0 1073217 4302749 5016276 8293366 9666114 665762 310871 20378098 20134234 5053670 4524557 15324428 15609677 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 8249735 150291 THE PROGRAM SERVICES ARE COMPRISED OF THE FOLLOWING: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.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.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. 8249735 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 1 0 1 335 1 0 0 0 0 0 0 0 0 0 0 0 0 X 76 76 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X THE ORGANIZATION 9549797100 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 ANDREW KOENIG CHAIR 1.00 X X 0 0 0 GREGORY C THOMPSON VICE CHAIR 1.00 X X 0 0 0 TAMARA RODRIGUEZ TREASURER 1.00 X X 0 0 0 RYAN CRONIN SECRETARY 1.00 X X 0 0 0 ALFREDO AGUIRRE DIRECTOR 1.00 X 0 0 0 AKIN AYODELE DIRECTOR 1.00 X 0 0 0 WILLIAM BECKHAM DIRECTOR 1.00 X 0 0 0 JEFF BISHOP DIRECTOR 1.00 X 0 0 0 SHERRY BRADLEY DIRECTOR 1.00 X 0 0 0 GEORGIE BROWN DIRECTOR 1.00 X 0 0 0 JEFFREY BUZZELLI DIRECTOR 1.00 X 0 0 0 ROSS CALVERT DIRECTOR 1.00 X 0 0 0 KIMBERLY CAMPOS DIRECTOR 1.00 X 0 0 0 MAUREEN CANADA DIRECTOR 1.00 X 0 0 0 CRISTY CASTANEDA DIRECTOR 1.00 X 0 0 0 DAVID CHANON DIRECTOR 1.00 X 0 0 0 MONIQUE L CORKER DIRECTOR 1.00 X 0 0 0 LISA D'AUGUSTINO DIRECTOR 1.00 X 0 0 0 MATT DE AGUIAR DIRECTOR 1.00 X 0 0 0 KENNETH DEBRITTO DIRECTOR 1.00 X 0 0 0 MATTHEW DIGREGORIO DIRECTOR 1.00 X 0 0 0 ROBYN RAPHAEL DYNAN DIRECTOR 1.00 X 0 0 0 SETH E ELLIS DIRECTOR 1.00 X 0 0 0 RICHARD FARAH DIRECTOR 1.00 X 0 0 0 RITIKA FERWANI DIRECTOR 1.00 X 0 0 0 MICHAEL A FISCHLER DIRECTOR 1.00 X 0 0 0 KATHERINE FOSTER DIRECTOR 1.00 X 0 0 0 MONICA FRANK DIRECTOR 1.00 X 0 0 0 LYNN GOLDMAN-HAYMAN DIRECTOR 1.00 X 0 0 0 JENNIFER GOLDSMITH DIRECTOR 1.00 X 0 0 0 HOWARD HEPBURN DIRECTOR 1.00 X 0 0 0 MANISH HIRAPARA DIRECTOR 1.00 X 0 0 0 BRENDA HORNER DIRECTOR 1.00 X 0 0 0 GEOFFREY HORST DIRECTOR 1.00 X 0 0 0 CINTHYA LAVIN DIRECTOR 1.00 X 0 0 0 JESSICA LERNER DIRECTOR 1.00 X 0 0 0 HOWARD LEVINE DIRECTOR 1.00 X 0 0 0 WENDY LIEBOWITZ DIRECTOR 1.00 X 0 0 0 THOMAS H LOFFREDO DIRECTOR 1.00 X 0 0 0 JACQUELINE LORBER DIRECTOR 1.00 X 0 0 0 PETER LOYELLO DIRECTOR 1.00 X 0 0 0 JAMIE MANBURG DIRECTOR 1.00 X 0 0 0 CATHERINE MANDELL DIRECTOR 1.00 X 0 0 0 CINDY MASON DIRECTOR 1.00 X 0 0 0 JOEL D MAYERSOHN DIRECTOR 1.00 X 0 0 0 RONNIE MEDINA DIRECTOR 1.00 X 0 0 0 CHRISTINE L BATTLES MERHIGE DIRECTOR 1.00 X 0 0 0 STACEY MILLER DIRECTOR 1.00 X 0 0 0 ROBERT MORCOS DIRECTOR 1.00 X 0 0 0 STUART R MORRIS DIRECTOR 1.00 X 0 0 0 ZACHARY MORRISON DIRECTOR 1.00 X 0 0 0 MONICA NAVARRO DIRECTOR 1.00 X 0 0 0 MARC NUDELBERG DIRECTOR 1.00 X 0 0 0 CAPTAIN RENEE PETERSON DIRECTOR 1.00 X 0 0 0 JULIO RAMIREZ DIRECTOR 1.00 X 0 0 0 JOHN T RAY III DIRECTOR 1.00 X 0 0 0 JULIO ROQUE DIRECTOR 1.00 X 0 0 0 ARTHUR ROSENBERG DIRECTOR 1.00 X 0 0 0 TIMOTHY A RUBIN DIRECTOR 1.00 X 0 0 0 MEAGHAN RYAN DIRECTOR 1.00 X 0 0 0 MICHAEL SALAMONE DIRECTOR 1.00 X 0 0 0 KIM SARNI DIRECTOR 1.00 X 0 0 0 ANGELIKA SCHLANGER DIRECTOR 1.00 X 0 0 0 KRISTEN SEARLE DIRECTOR 1.00 X 0 0 0 CHRISTINE SHAW DIRECTOR 1.00 X 0 0 0 DON SILVESTRI DIRECTOR 1.00 X 0 0 0 JENNIFER STARKEY DIRECTOR 1.00 X 0 0 0 CAITLIN STELLA DIRECTOR 1.00 X 0 0 0 NICKY TESSER DIRECTOR 1.00 X 0 0 0 ANDREA TSAKANIKAS DIRECTOR 1.00 X 0 0 0 MATTHEW VERGA DIRECTOR 1.00 X 0 0 0 MARK S WALTER DIRECTOR 1.00 X 0 0 0 CHAZ WARRINGTON DIRECTOR 1.00 X 0 0 0 JULIE L WILLIAMSON-BRESSET DIRECTOR 1.00 X 0 0 0 PETER R WOOLF DIRECTOR 1.00 X 0 0 0 GIANCARLO ZUNIGA DIRECTOR 1.00 X 0 0 0 LAURIE SALLARULO PRESIDENT & CEO 40.00 X 423220 0 61534 MONICA MCNERNEY CHIEF OPERATING OFFICER 40.00 X 182317 0 8001 ADRINIA WOODS CHIEF REVENUE OFFICER 40.00 X 185257 0 2400 SHERNETTE GRANT CHIEF PROGRAM OFFICER 40.00 X 150577 0 0 941371 0 71935 4 0 1 0 0 949127 2561925 6297689 166332 9808741 CAPSTONE FEES 611710 150291 150291 150291 232249 232249 318282 949127 532578 -214296 -214296 9976985 150291 0 17953 X 910434 765493 37419 107522 3000072 2522461 123302 354309 396173 333102 16283 46788 343159 288528 14104 40527 2279080 1992902 20190 265988 279461 204427 355 74679 392227 361600 2549 28078 337546 297688 8710 31148 40177 36915 386 2876 72946 61334 2997 8615 595859 500998 24490 70371 153233 144473 1251 7509 PROGRAM FEES 366163 365931 60 172 REPAIRS AND MAINTENANCE 252654 239139 1921 11594 TRAINING & RECRUITMENT 132138 116304 2740 13094 DUES AND SUBSCRIPTIONS 29189 18440 802 9947 85603 85603 9666114 8249735 343162 1073217 1491210 2319123 4715163 4396503 2678550 1784369 3087201 3069470 116996 25134 15464214 6982472 8195318 8481742 93660 57893 20378098 20134234 461360 761175 2792205 2501082 1585157 1101313 214948 160987 5053670 4524557 X 12558337 13739196 2766091 1870481 15324428 15609677 20378098 20134234 X 310871 -25622 X 0 1 X 1 0 X 3955688 6264800 7888242 8870244 9808741 36787715 3955688 6264800 7888242 8870244 9808741 36787715 3815425 32972290 2786 4188 84610 209047 232249 532880 37320595 280652 0.88350 X 0.98980 0.01020 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12734805 4997109 7737696 2262193 1695202 566991 467216 290161 177055 8481742 FINANCE LEASE LIABILITIES 110608 OPERATING LEASE LIABILITIES 50379 160987 10945368 1081077 -25622 1055455 9889913 87072 87072 9976985 10660119 1081077 1081077 9579042 87072 87072 9666114 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -25,622. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 87,072. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 87,072. FORM 990, SCHEDULE D, PARTS XI AND XII THE ORGANIZATION RECEIVES SUBSTANTIAL DONATED SERVICES FROM VOLUNTEER TEACHERS AND OTHER PROFESSIONALS, VALUED AT APPROXIMATELY $1,081,000 FOR THE YEAR ENDED JUNE 30, 2025, IN ACCORDANCE WITH GAAP (FASB ASC 958). THESE DONATED SERVICES ARE REFLECTED IN THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS BUT ARE NOT REPORTABLE AS REVENUE OR EXPENSE ON FORM 990 IN ACCORDANCE WITH IRS INSTRUCTIONS. JA UNCORKED 396248 261188 135060 4180 68644 4661 10800 78377 THE ULTIMATE NIGHT OUT 272796 146078 126718 16400 62418 3365 41975 4 598365 541861 56504 389 77919 91060 72390 1267409 949127 318282 20969 208981 99086 10800 192742 532578 -214296 X X 0 0 0 0 0 0 0 1 0 LAURIE SALLARULO PRESIDENT & CEO 327220 0 96000 0 0 0 61000 0 534 0 484754 0 0 0 MONICA MCNERNEY CHIEF OPERATING OFFICER 163717 0 18600 0 0 0 5531 0 2470 0 190318 0 0 0 ADRINIA WOODS CHIEF REVENUE OFFICER 157007 0 28250 0 0 0 2400 0 0 0 187657 0 0 0 SHERNETTE GRANT CHIEF PROGRAM OFFICER 150577 0 0 0 0 0 0 0 0 0 150577 0 0 0 PART I, LINE 7 ALL BONUSES ARE BASED ON PERFORMANCE OF THE EMPLOYEES. FORM 990, PART VII AND SCHEDULE J PAGE 2 IN THE YEAR ENDING JUNE 30, 2024, THE ORGANIZATION'S CEO, LAURIE SALLARULO, RECEIVED A ONE-TIME, RETROACTIVE ADJUSTMENT TO HER SALARY. THIS ADJUSTMENT WAS NOT REPRESENTATIVE OF ONGOING ANNUAL COMPENSATION. THE ADJUSTMENT WAS MADE TO ALIGN THE CEO'S COMPENSATION WITH FAIR MARKET VALUE FOR THE ROLE, AS PRIOR COMPENSATION HAD FALLEN BELOW MARKET. THE REPORTED TOTAL IS ALSO INCLUSIVE OF A BONUS. THE COMPENSATION WAS REVIEWED AND APPROVED BY JA USA AND BY OUR BOARD OF DIRECTORS, WITH NO CONFLICTS OF INTEREST AMONG THE APPROVING MEMBERS. THE DECISION AND SUPPORTING ANALYSIS WERE CONTEMPORANEOUSLY DOCUMENTED IN THE BOARD'S MINUTES. A CITY OF COCONUT CREEK 590871446 19188YAA7 2007-01-21 7000000 FINANCE THE CONSTRUCTION AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES 0 0 0 A 5690000 7000000 7000000 2009 0 0 1 1 A 0 0 0 0 0 0 0 A 1 1 1 TD BANK 5.000000000000 0 0 0 0 0 A 0 X PROGRAM MATERIALS AND SUPPLIES 1 166332 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS ARE BASED ON THE NUMBER OF TIMES CONTRIBUTIONS WERE RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B COPY OF FORM 990 IS PROVIDED TO ORGANIZATION AND BOARD MEMBERS TO REVIEW. TAX RETURN IS RECONCILED TO AUDITED FINANCIAL STATEMENTS AND APPROVED BEFORE ITS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C JUNIOR ACHIEVEMENT OF SOUTH FLORIDA, INC. REQUIRES THAT ALL ASSOCIATES AND AREA BOARD MEMBERS COMPLETE AND ANNUALLY UPDATE A CONFLICT-OF-INTEREST DECLARATION AS A METHOD OF DISCLOSING AND ETHICALLY RESOLVING POTENTIAL CONFLICTS OF INTEREST (POLICY 6.6 OF JA POLICIES MANUAL). POSSIBLE CONFLICT OF INTEREST SITUATIONS MAY EXIST WHEN AN EMPLOYEE OR AREA BOARD MEMBER HAS AN OUTSIDE PERSONAL ECONOMIC INTEREST THAT HAS THE POTENTIAL OF BEING AT VARIANCE WITH THE BEST INTERESTS OF JA. EVEN THOUGH SUCH INTERESTS MAY RESULT IN NO FINANCIAL DETRIMENT TO THE ORGANIZATION, THEY MAY NEVERTHELESS INFLUENCE OR IMPAIR THE EXERCISE OF INDEPENDENT JUDGMENT BY THE INDIVIDUAL INVOLVED. WITHOUT ATTEMPTING TO COVER ALL POSSIBLE RELATIONSHIPS, CONFLICTS OF INTEREST MAY ARISE UNDER THESE TYPES OF SITUATIONS WITH THE ORGANIZATION'S VENDORS, COMPETITORS, DONORS, AND CUSTOMERS: 1. ACTING IN THE CAPACITY OF A DIRECTOR, OFFICER, SOLE PROPRIETOR, PARTNER, EMPLOYEE OF OR PAID CONSULTANT OR ADVISOR TO ANY VENDOR, COMPETITOR, DONOR, OR CUSTOMER. 2. HAVING A SUBSTANTIAL FINANCIAL INTEREST IN ANY FIRM THAT DOES BUSINESS WITH JUNIOR ACHIEVEMENT. 3. ENGAGING IN ANY CONDUCT THAT IS COMPETITIVE OR DAMAGING TO JUNIOR ACHIEVEMENT. 4. ACCEPTING LOANS, ADVANCES, OR EXCESSIVE GIFTS OR ENTERTAINMENT FROM ANY ORGANIZATION THAT DOES BUSINESS WITH JUNIOR ACHIEVEMENT OF SOUTH FLORIDA, INC. SHOULD ANY TRANSACTION OR ACT OF ANY EMPLOYEE OR AREA BOARD MEMBER CONSTITUTE A POSSIBLE CONFLICT OF INTEREST, THE INDIVIDUAL IS REQUIRED TO DISCLOSE ALL OF THE RELEVANT FACTS FOR CONSIDERATION TO DETERMINE WHETHER A CONFLICT OF INTEREST ACTUALLY EXISTS, AND IF SO, THE MANNER IN WHICH IT SHOULD BE RESOLVED. ALL ASSOCIATES AND AREA BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT-OF-INTEREST DECLARATION UPON ASSUMING THEIR JA RESPONSIBILITIES AND ANNUALLY THEREAFTER, WHICH SHALL BE RETAINED IN LOCAL PERSONNEL FILES. COMPLIANCE QUESTIONS FOR ASSOCIATES SHOULD BE REFERRED TO HUMAN RESOURCES OR AREA PRESIDENTS. COMPLIANCE QUESTIONS PERTAINING TO AREA PRESIDENTS SHOULD BE REFERRED TO AREA BOARD CHAIRS. COMPLIANCE QUESTIONS REGARDING AREA BOARD CHAIRS AND COMPLIANCE QUESTIONS THAT CANNOT BE RESOLVED AT THE AREA LEVEL SHOULD BE REFERRED TO THE JUNIOR ACHIEVEMENT USA SENIOR VICE PRESIDENT ORGANIZATION AND TALENT DEVELOPMENT OR HIS OR HER DESIGNEE(S) FOR REVIEW. REVIEW OF THE CONFLICT-OF-INTEREST POLICY AND SIGNED FORMS WILL BECOME PART OF AN AREA'S CERTIFICATION PROCESS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCEDURE FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES IS IN LINE WITH JA USA POLICIES. COMPENSATION IS COMPARED TO SIMILAR ORGANIZATIONS AND THE MARKET. THE BOARD OF DIRECTORS AND JA USA REVIEW AND APPROVE THE PROPOSED COMPENSATION. THE BOARD AND JA USA ARE BOTH INDEPENDENT ENTITIES WITH NO CONFLICTS OF INTERESTS AMONG THE APPROVING MEMBERS. THE DECISION AND SUPPORTING ANALYSIS IS THEN DOCUMENTED IN THE BOARD MINUTES. 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 IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 670,854. MANAGEMENT AND GENERAL EXPENSES 7,123. FUNDRAISING EXPENSES 228,351. TOTAL EXPENSES 906,328. FEES & CHARGES: PROGRAM SERVICE EXPENSES 69,033. MANAGEMENT AND GENERAL EXPENSES 3,374. FUNDRAISING EXPENSES 9,696. TOTAL EXPENSES 82,103. PROGRAM AND SUPPORT FEE: PROGRAM SERVICE EXPENSES 504,295. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 504,295. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 748,720. MANAGEMENT AND GENERAL EXPENSES 9,693. FUNDRAISING EXPENSES 27,941. TOTAL EXPENSES 786,354. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -25,622. JUNIOR ACHIEVEMENT USA INC 1 EDUCATION WAY COLORADO SPRINGS CO 80906 841267604 EDUCATION CO 501(C)(3) LINE 7 N/A 0 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC 1130 COCONUT CREEK BLVD COCONUT CREEK FL 33066 453806052 EDUCATION FL 501(C)(3) LINE 12, TYPE II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 FORM 990, SCHEDULE R PART II JUNIOR ACHIEVMENT OF SOUTH FLORIDA CHARITABLE FOUNDATION INC, CEASED OPERATIONS AND FORMALLY DISSOLVED EFFECTIVE JUNE 30, 2025. AS A RESULT, TRANSACTIONS AND BALANCES REPORTED ON SCHEDULE R REFLECT ONLY ACTIVITY UP TO THE DATE OF DISSOLUTION. THERE WERE NO CONTINUING OPERATIONS OR RELATIONSHIPS SUBSEQUENT TO THAT DATE.