JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST INC Charity Report

Public IRS 990 nonprofit record

JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST INC

EIN 59-2333738 · International, Foreign Affairs & National Security (Q320)

What they do

Our Mission is to Inspire and Prepare Young People to Succeed In A Global Economy Through Classroom Programs and Simulations That Focus On Financial Literacy, Work Readiness, and Entrepreneurship. Since 1981, Junior Achievement of The Palm Beaches & Treasure Coast Has Inspired The Next Generation to Be Financially Capable and Tenacious; Equipped With The Tools to Solve Problems Creatively, Manage Risk Effectively, and Welcome Opportunity. Through Our Innovative and Experiential Financial Literacy, Job Readiness and Entrepreneurship K-12 Programs Taught By Community Volunteer Role Models, We Inspire The Next Generation to Navigate Their Path Toward Their Dreams.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.10 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 leaders21 people are listed in the latest report.

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

Money made simple

93.52%of revenue went to mission work82.1% of expenses · Program services

18.48%of revenue went to fundraising16.2% of expenses

$113.93spent for every $100 of revenueSpending was higher than revenue this year.

1.93%of revenue went to management and office costs1.7% of expenses

$0.36in assets for every $1 spent this yearSome assets cannot be spent right away.

97.8%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.

Worth asking: Expenses exceeded revenue by $179,525 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $141,416 for CLAUDIA KIRK BARTO (FORMER CEO). 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$1,288,669

Mission workProgram services$1,205,22793.52% of revenue82.1% of expenses

ManagementOffice and general costs$24,8771.93% of revenue1.7% of expenses

FundraisingAsking for donations$238,09018.48% of revenue16.2% of expenses

Total expenses$1,468,194113.93% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 82.1% mission · 1.7% management · 16.2% fundraisingTotal expenses: 113.93% of revenue

2023Expense mix: 79.1% mission · 4.6% management · 16.3% fundraisingTotal expenses: 125.78% of revenue

2022Expense mix: 80.2% mission · 3.0% management · 16.8% fundraisingTotal expenses: 99.98% of revenue

2021Expense mix: 68.2% mission · 17.7% management · 14.1% fundraisingTotal expenses: 77.70% of revenue

2020Expense mix: 70.6% mission · 15.0% management · 14.4% fundraisingTotal expenses: 73.25% of revenue

2019Expense mix: 73.3% mission · 12.9% management · 13.8% fundraisingTotal expenses: 99.45% of revenue

2018Expense mix: 70.8% mission · 13.9% management · 15.4% fundraisingTotal expenses: 112.00% of revenue

2017Expense mix: 72.4% mission · 12.8% management · 14.8% fundraisingTotal expenses: 97.32% of revenue

Money in and money out

Revenue$1,288,669

Expenses$1,468,194

Annual shortfall $179,525 Expenses were higher than revenue 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)$1,205,227 · 82.1% of expenses

Management and office costs$24,877 · 1.7% of expenses

Fundraising$238,090 · 16.2% of expenses

See all reported dollar amounts

Revenue$1,288,669

Expenses$1,468,194

Assets$527,142

Income$1,333,795

Contributions$1,260,735

Mission work (program services)$1,205,227

Fundraising$238,090

Management and general$24,877

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

CLAUDIA KIRK BARTOFORMER CEO · 2 hrs/week $141,416

KATIE SPITZIGRole not listed · 40 hrs/week $114,383

KATIE SPITZIGPRINCIPAL OFFICER · 40 hrs/week $114,383

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 (21)

CLAUDIA KIRK BARTOFORMER CEO

KATIE SPITZIG

KATIE SPITZIGPRINCIPAL OFFICER

JOE KOWALCZYKAUDIT CHAIR

TERISA HEINEBOARD MEMBER

SONIA MILAVSKYDIRECTOR

RICKY WADEBOARD MEMBER

MICHAEL PERCYSTRATEGIC CHAIR

MELISSA NASHBOARD MEMBER

MARK WADEEMERITUS BOARD

JOSH VANDAGRIFFDEV CHAIR

JOHN MCGOWANSECRETARY

AL LOUREIROBOARD CHAIR

HERNAN ZURITADIRECTOR

DR MARY DUPONTBOARD MEMBER

DR DAVID NICHOLSONEMERITUS BOARD

DANIEL OSSABAASSISTANT TREAS

CHRIS LOSQUADROBOARD MEMBER

CARLA THROWERTREASURER

CARA PERRYBOARD MEMBER

ALYSSA FREEMANVICE CHAIR

About this charity

Recognized since: January 1994
Location: 700 S ROSEMARY AVE STE 204, WEST PALM BCH, FL 33401-6310
County: Palm Beach
In care of: Katie Thompson
Primary officer: Katie Thompson, COO

How to reach them

WebsiteVisit the charity’s website Phone(561) 373-6696

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DIVINE BLALOCK MARTIN & SELLARI LLC
NTEE classification: International, Foreign Affairs & National Security (Q320)