JUNIOR ACHIEVEMENT OF TAMPA BAY INC Charity Report

Public IRS 990 nonprofit record

JUNIOR ACHIEVEMENT OF TAMPA BAY INC

EIN 59-1098499 · International, Foreign Affairs & National Security (Q320)

What they do

JUNIOR ACHIEVEMENT of TAMPA BAY is DEDICATED to IMPROVING QUALITY of LIFE for YOUNG PEOPLE BY EQUIPPING THEM WITH THE FINANCIAL and CAREER SKILLS for A SUCCESSFUL FUTURE. PROGRAMS BRIDGE THE GAP BETWEEN CLASSROOM LEARNING and THE REAL (SEE CONTINUATION AT SCHEDULE O)

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders59 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.18%of revenue went to mission work88.1% of expenses · Program services

4.90%of revenue went to fundraising5.8% of expenses

$84.16spent for every $100 of revenueRevenue covered expenses this year.

5.07%of revenue went to management and office costs6.0% of expenses

$2.57in assets for every $1 spent this yearSome assets cannot be spent right away.

68.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $442,474 for RICHARD GEORGE (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,004,421

Mission workProgram services$5,938,07774.18% of revenue88.1% of expenses

ManagementOffice and general costs$405,9515.07% of revenue6.0% of expenses

FundraisingAsking for donations$392,5584.90% of revenue5.8% of expenses

Revenue left after expensesReported annual surplus$1,267,83515.84% of revenueShown in gray on the chart

Total expenses$6,736,58684.16% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.1% mission · 6.0% management · 5.8% fundraisingTotal expenses: 84.16% of revenue

2023Expense mix: 87.2% mission · 6.5% management · 6.3% fundraisingTotal expenses: 100.82% of revenue

2022Expense mix: 81.9% mission · 12.3% management · 5.9% fundraisingTotal expenses: 84.65% of revenue

2021Expense mix: 85.8% mission · 7.4% management · 6.9% fundraisingTotal expenses: 74.91% of revenue

2020Expense mix: 86.2% mission · 8.3% management · 5.4% fundraisingTotal expenses: 84.65% of revenue

2019Expense mix: 88.4% mission · 6.3% management · 5.3% fundraisingTotal expenses: 100.05% of revenue

2018Expense mix: 87.6% mission · 7.3% management · 5.1% fundraisingTotal expenses: 97.37% of revenue

2017Expense mix: 87.9% mission · 5.6% management · 6.6% fundraisingTotal expenses: 63.00% of revenue

Money in and money out

Revenue$8,004,421

Expenses$6,736,586

Annual surplus $1,267,835 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,938,077 · 88.1% of expenses

Management and office costs$405,951 · 6.0% of expenses

Fundraising$392,558 · 5.8% of expenses

See all reported dollar amounts

Revenue$8,004,421

Expenses$6,736,586

Assets$17,281,231

Income$8,216,492

Contributions$5,482,415

Mission work (program services)$5,938,077

Fundraising$392,558

Management and general$405,951

Stocks and bonds$1,850,687

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

RICHARD GEORGEPRESIDENT · 40 hrs/week $442,474Base $337,989 · Other $104,485

CHRISTINA ROBERTS - 3DECHIEF DEVELOPMENT OFFICER · 40 hrs/week $145,648Base $138,998 · Other $6,650

MARGARET HALEYSR. VICE PRESIDENT, ADMINI · 40 hrs/week $133,100Base $116,762 · Other $16,338

LIZA STEVENSCHIEF FINANCIAL OFFICER AS OF 1/1/25 · 40 hrs/week $96,027Base $94,117 · Other $1,910

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (59)

RICHARD GEORGEPRESIDENT

CHRISTINA ROBERTS - 3DECHIEF DEVELOPMENT OFFICER

MARGARET HALEYSR. VICE PRESIDENT, ADMINI

LIZA STEVENSCHIEF FINANCIAL OFFICER AS OF 1/1/25

ROBERT SHIMBERGCHAIR ELECT

MARLENE VELEZDIRECTOR

MIKE QUACKENBUSHDIRECTOR

MIKE ROBERTSONDIRECTOR

MIKE TASCHERDIRECTOR

NELSON CASTELLANOBOARD CHAIR

PAM MUMADIRECTOR

PATRICK OCONNORIMMEDIATE PAST BOARD CHAIR

PETE KIRTLANDDIRECTOR

PHIL MALCOLMDIRECTOR

RAFAEL RENNODIRECTOR

ROBERT MOSSBACHERDIRECTOR

KIM HILLVICE CHAIR - LEARNING EXPERIENCES

SANDY MURMANDIRECTOR

SCOTT PRICEDIRECTOR

SCOTT RILEYDIRECTOR

STEPHIE HOLMQUIST-JOHNSONDIRECTOR

STEVE BLAIRDIRECTOR

STEVE SALZERDIRECTOR

STEVE SCHULTZDIRECTOR

STEVEN CANTILLODIRECTOR

SUZANNE DIAZSECRETARY

TIM HOLCOMBDIRECTOR

TYLER CATHEYDIRECTOR

VAN AYRESDIRECTOR

YVETTE SEGURADIRECTOR

IAN ANDERSONDIRECTOR

ALEX SINKDIRECTOR

BEMETRA SIMMONSVICE CHAIR - GOVERNMENT AFFAIRS

BRENDON KINGSBURYDIRECTOR

BRIAN ADAMSKIDIRECTOR

BRIAN BESTDIRECTOR

CJ MINTRONEDIRECTOR

CRAIG CUFFEDIRECTOR

DAVID BLACKWELLDIRECTOR

DAVID JORDANDIRECTOR

DAVID KELLEYDIRECTOR

DOUG RICHDIRECTOR

DR MELODY RIDERDIRECTOR

DR MICHAEL GREGODIRECTOR

DR STACY HAHNDIRECTOR

LISA FALLERDIRECTOR

IWAN MOHAMEDDIRECTOR

JACK RYBICKIDIRECTOR

JAMIE GRANESEDIRECTOR

JANICE MATSONDIRECTOR

JEFF CHRONISTERDIRECTOR

JIM LANGDIRECTOR

JOE TEAGUEDIRECTOR

JOE LOWRY JRDIRECTOR

JOHN TOMLINDIRECTOR

JOSEPH CANNELLAVICE CHAIR - AUDIT COMMITTEE

KASSIDY JOHNSONDIRECTOR

KEN SINGHDIRECTOR

ALAN BERTSCHDIRECTOR

About this charity

Recognized since: January 1994
Location: 13707 N 22ND ST, TAMPA, FL 33613-4412
County: Hillsborough
In care of: RICHARD GEORGE
Primary officer: RICHARD GEORGE, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailjatampabay@ja.org Phone(727) 530-0884

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: RIVERO GORDIMER & COMPANY PA
NTEE classification: International, Foreign Affairs & National Security (Q320)