Junior Achievement Sarasota/Manatee
Junior Achievement of Tampa Bay, Inc
13707 N. 22nd Street
Tampa FL 33613
Mission

Junior Achievement of Sarasota and Manatee Counties is dedicated to empowering young people to own their future economic success by educating them as to the opportunities, principles and realities of the 21st century global marketplace. Our mission is simple but challenging; to ensure that every child in our two county service area has a fundamental understanding of the free enterprise system and their role in it. We educate and inspire young people, empowering them to own their success in the global economy.

Leadership
CEO/Executive Director Ms Kristin Schreiner
Board Chair Ms. Kathy Fraley
Board Chair Affiliation Bank of America Merrill Lynch
General Info
Organization DBA
DBA
0
Former Names
Junior Achievement of West Central Florida
Tax Exempt Status Public Supported Charity
Incorporation Year 1982
State Charitable Solicitations Permit Yes Jan 2018
State Registration Yes 0
Financial Summary
 
 
Projected Revenue $166,000.00
Projected Expenses $113,900.00
IRS Letter of Determination
IRS Tax Determination LetterView
Other Documents
JA USA Fact SheetView
Impact Statement

Junior Achievement is the world’s oldest and largest economic education organization for young people, reaching four million students annually in 117 markets across the United States. JA bridges the gap between students’ academic studies and the real world of work. JA demonstrates how education is directly correlated to employment and earnings potential, and helps students identify their values and practice the skills they will need to achieve their personal goals.

From its office in Sarasota, Junior Achievement of Sarasota & Manatee Counties has been providing hands-on learning experiences presented by trained volunteers from the business community for over 15 years, to help young people understand economics, entrepreneurship, personal finance and the free market system. Our goal is to improve the quality of life for Sarasota & Manatee County young people by preparing them for adulthood and empowering them to take control of their personal finances and their careers. In partnership with JA USA, Sarasota & Manatee County public schools, Manatee Boys & Girls Clubs, and local businesses and corporations, JA Sarasota/Manatee presented 295 JA programs to 6,336 students during the 2014-15 school year.

Sarasota and Manatee Counties are two of 12 counties comprising the Junior Achievement of Tampa Bay (JATB) service area. An affiliate of JA USA, JATB abides by JA USA standards, and utilizes its curricula in all economic education classes. The JA of Tampa Bay region encompasses twelve Florida counties covering over 10,000 square miles with a collective population of 4,974,000.

JA of Tampa Bay ranks 9th nationally (of 117 JA programs) in number of classes, 12th in number of students and 11th in student contact hours. Throughout the 12 county region, a total of 94,579 students participated in 4772 JA programs last year. Economic educational contact hours totaled 911,188.

School Year 2016-2017 Goals:  

1) Increase awareness: To bring awareness to the extraordinary work of Junior Achievement by filling the vast need identified within the community and highlighting mission successes.

2) Increase collaboration: JA programs complement and enhance classroom curricula as well as the missions of youth-oriented non-profit organizations. JA programs and its volunteer role models can meet the specific needs of a variety of organizations, after-school programs, summer camps, and teachers.

3) Increase volunteerism: Junior Achievement's success is directly attributable to its quality business partnerships and the volunteer support they provide. As the demand continues to grow for JA programs, the number of volunteers needed to support the programs grows, too.

4) Increase impact: Our goal is to reach every young person in our community, so as to inspire and prepare them to own their economic success. Junior Achievement programs are proven to increase graduation rates and develop positive attitudes about the future in students – a true benefit to our local community.

5) Increase program funding: To meet the above stated goals and provide JA volunteers the opportunity to make a marked difference. The average cost of JA program implementation is only $500 per class and approximately $10,000 per school.

Needs Statement

Junior Achievement of Sarasota/Manatee's top 5 most pressing needs include: 

1. Program Materials - curriculum kits: 1 per class, $100 each.

2. Shipping of curriculum kits: $25.00 per kit.

3. Volunteer recruitment & training, $20 per hour.

4.Coordination of JA class schedule with school calendars, $20 per hour.

5. De-briefing, data collection, follow up: $20 per hour.

Background Statement

"The future of our country depends upon making every individual fully realize the obligations and responsibilities belonging to citizenship. Habits are formed in youth...what we need in this country now...is to teach the growing generations to realize that thrift and economy, coupled with industry, are as necessary now as they were in past generations."  - Theodore Vail, co-founder of JA, 1918.

Three influential people founded Junior Achievement (JA): Horace Moses, industrialist and paper company owner; Theodore Vail, president of AT&T; and Sen. Murray Crane of Massachusetts. JA started in 1919 as a collection of small, after-school business clubs for students in Springfield, Massachusetts.

JA was right for the times. As the rural-to-city exodus of the populace accelerated, so did the demand for workforce preparation and entrepreneurship. Students were taught how to plan a business, acquire supplies and talent, build products, advertise, sell, and balance the books. With the financial support of companies and individuals, JA next recruited sponsoring agencies such as New England Rotarians, the Boy Scouts, Girl Scouts, Boys & Girls Clubs, the YMCA, and schools to provide JA meeting places.

During World War II, enterprising students in JA business clubs used their ingenuity to find new and different products for the war effort. In Chicago, JA students won a contract to manufacture 10,000 pants hangers for the U.S. Army; In Pittsburgh, JA students made a specially lined box to carry off incendiary devices that was approved by the Civil Defense and sold locally; elsewhere, JA students made baby incubators, using acetylene torches in abandoned locomotive yards to obtain badly needed scrap iron.

Working closely with schools, JA growth increased five-fold in the 1950s. In 1955, President Eisenhower even declared a National JA Week. It didn't take long for JA operations to be up and running in 139 cities in most of the 50 states.

In the early 1970s, JA debuted its first in-school program, Project Business, for middle school students taught by volunteers. The popularity of Project Business was so tremendous that JA soon debuted Business Basics, for elementary schools. Demand was overwhelming and the unique delivery system enabled JA to serve many more children. Thus the curriculum as we know it, with its in-school delivery system, became the mainstay of JA programming and is now offered at every grade level from kindergarten through 12th grade.

Areas Served
Areas Served
Area
In a specific U.S. city, cities, state(s) and/or region.
FL- Manatee
FL- Sarasota
Areas Served Comments
Junior Achievement of Sarasota/Manatee operates within the confines of both counties, available to serve all children in kindergarten through twelfth grade within this area.
Service Categories
Primary Org Type Education
Secondary Org Type Education
Tertiary Org Type Youth Development
Statement from the Board Chair/Board President
Junior Achievement plays a vital role in preparing our young people to become successful members of the local business community. I’m proud to take a leadership role on the Board and to help raise funds that, ultimately, give our youth the skills and understanding to succeed at work, finances, and in life. More importantly, I love volunteering in the classroom to inspire students to take control of their economic futures. Once they start thinking like entrepreneurs, regardless of whether they ever own their own business, there’s no limit to the impact they can have on their lives and the world.

 

Kathy Fraley, Junior Achievement Board Chair

VP Relationship Manager Commercial Banking
Bank of America Merrill Lynch 
 
Statement from the CEO/Executive Director

Junior Achievement (JA) impacts more than 10 million youth across the globe but, more significantly, JA makes significant impact, one youth at a time. As Regional Director of Junior Achievement of Sarasota/Manatee and a second-generation JA alumna, I am just one example of the impact JA can make on a young person. While in high school, a Junior Achievement volunteer came to my classroom and taught me about building a business – at a time when my parents were building a small business. While my parents didn’t have the time to teach me how to start and grow a business, a JA volunteer did. Through the JA Company program curriculum, I learned some of the most valuable lessons of my life: why my parents worked very long days, how to make stressful budget decisions, the pros and cons of self-employment, and how my JA education could be a benefit to business success.

My dad is also JA alum. His parents couldn’t afford to put him through college and he credits his high school Junior Achievement program for teaching him the basic business concepts and, more importantly, the confidence to open his own business: a small, family enterprise that still thrives in Cleveland, Ohio. My siblings and I were all employees of the company, learning first-hand lessons in work readiness, entrepreneurship, and financial literacy – just like JA volunteers teach in the classroom. Moreover, it is now teaching another generation the value of work and free enterprise.

It is because of my Junior Achievement experience and the opportunities that a JA education afforded me and my family that I work for this organization, believe so wholeheartedly in its mission, and strive to bring a JA opportunity to every student in our community.

Programs
Description
JA's unique approach integrates JA curricula with community volunteers. Embodying the heart of JA, volunteers transform key concepts into a message that inspires and empowers students to believe in their boundless potential. 
 
Elementary School programs are the foundation of JA's K-12 curricula. Sequential themes with hands-on activities, change students' lives by helping them understand business and economics in age-appropriate, life-applicable scenarios. 
 
Middle Grades programs help young teens make difficult decisions about how best to prepare for their educational and professional future. The programs supplement social studies curricula and develop communications skills essential for the business world.
 
High School programs help students make informed, intelligent decisions about their future and foster skills that will be highly useful in the business world. 
 
The scope and sequence of JA programs may be viewed at:
 
https://www.juniorachievement.org/web/ja-usa/scope-and-sequence
Budget $500
Category Education, General/Other Elementary & Secondary Education
Program Linked to Organizational Strategy Yes
Population Served K-12 (5-19 years) At-Risk Populations Minorities
Short Term Success
All K-12, grade-level Junior Achievement programs are correlated to state standards as well as the grade level curriculum, allowing teachers to reach their required teaching goals. JA programs easily enhance outside-of-school learning settings, so that essential after school programs, youth groups, and youth organizations can also reach their educational and enrichment goals.
 
At the completion of each Junior Achievement program, a JA student will:
  • be better prepared for the world of work
  • understand the need to stay in school
  • identify a future or potential career path
  • be better prepared to start a business
  • be able to create and manage a personal budget
  • understand that reading, reading comprehension, and communication skills are essential to life success
JA Creates Alumni Success!
 
https://www.juniorachievement.org/documents/20009/84285/JA-Creates-Alumni-Success.pdf/d52a6482-1620-4413-ac0e-dec06f0276c4 
 
Long Term Success

All grade-level correlated JA programs help to prepare young people for the real world by showing them how to generate wealth and effectively manage it, how to create jobs that make their communities more robust, and how to apply entrepreneurial thinking to the workplace. Students put these lessons into action and learn the value of contributing to their communities.

Elementary school teachers (95%) and volunteers (92%) report that children who participate in JA have a better understanding of how the real world operates.
 
Furthermore, with programs in place and available, JA is the solution to fulfill the need for financial literacy education at all grade levels and, particularly, the state mandate for high school financial literacy education. 
 
Ultimately, children who have the opportunity to experience a JA program will be better prepared for their future and feel more confident about their role in the community.  
Program Success Monitoring

Program success is monitored through JA's philosophy of using rigorous evaluation, producing quantifiable results.  

All JA programs offer pre- and post- tests, which evaluate a student's learning and compare knowledge prior to and after completion of a JA program. In addition, teacher and volunteer online questionnaires are available for providing feedback. Personal feedback is always encouraged, appreciated, and evaluated for implementation. Volunteer - tested best practices are collected and widely shared. In these ways, program feasibility and volunteer performance are also evaluated.

Furthermore, the parent organization, JA USA, funds regular impact studies, which undoubtedly prove the value of a JA educational program. These studies are at the core of program revisions, which keep JA programs relevant and directly affecting an increase in graduation rates:

https://www.juniorachievement.org/documents/20009/84285/JA-Graduation-Pathways-2011.pdf/a174af45-b8ea-4590-9fa7-f88bf173c6f9 
Program Success Examples
Survey results prove that JA - at all grade levels - is preparing students to have successful financial management habits, empowering them to explore the potential of becoming an entrepreneur, and value the world of work.
 
JA longitudinal evaluation study overviews prove program success and may be viewed at:
 
https://www.juniorachievement.org/web/ja-usa/evaluation-results
 
JA is the solution - the results are indisputable!
Description
JA BizTown combines in-class learning with a day-long visit to a simulated town. 4th-6th grade students have jobs, earn pay, balance a checking account, and vote for mayor. Students connect the dots between what they learn in the classroom and how it applies in the real world.
Budget $15,000
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Children Only (5 - 14 years) Children Only (5 - 14 years) Children Only (5 - 14 years)
Short Term Success
Upon completion of the JA BizTown program, including the program curriculum and site visit, participants will be able to:
 
1) discuss the roles they play as citizens, workers, and consumers in their community and relate to those roles within the free enterprise system.
2) discuss the importance of citizen rights and responsibilities in a community
3) demonstrate a basic understanding of the free enterprise system
4) build money management skills through a practical knowledge of  economic concepts and banking practices.
5) develop a basic understanding of business practices and responsibilities
6) display the soft skills necessary to succeed in the world of work 
Long Term Success
Junior Achievement builds a bridge between the concepts learned in the classroom and how academics are applied in the real world. 
 
4th - 6th grade students who participate in JA BizTown will experience and understand the concepts of lifelong learning, college preparation, goal setting, job shadowing, disappointment, failure, success, decision making, profit, ethics, entrepreneurial thinking, media, web, headlines, advertisements, competition, graphics, marketing, market research, business checks, loans, promissory notes, interest, principal, payments, debt, bankruptcy, taxes, recycling, rent, salaries, supplies, utilities, pricing, inventory, teamwork, innovation, corporate responsibility, customer service, mission statement, best practices, citizenship, community, trade, rights and responsibilities, goods, services, resources, economy, scarcity, free enterprise, taxes, philanthropy, banking, financial services, online banking, compound interest, saving, investment, and the Rule of 72. 
Program Success Monitoring
Imagine having experienced JA BizTown in the 4th grade. How would it have impacted your understanding of life? Junior Achievement believes it positively impacts future success - and proves its impact through independent evaluation methods. 
 
All JA programs offer pre- and post- tests, which evaluate a student's learning and compare knowledge prior to and after completion of a JA program. In addition, teacher and volunteer online questionnaires are available for providing feedback and personal feedback is always encouraged, appreciated, and evaluated for implementation. 
 
Furthermore, the parent organization, JA USA, funds impact studies, which undoubtedly prove the value of a JA educational program. 
Program Success Examples
The JA BizTown program is so successful in its home area of Hillsborough County that, while the program is not required by the school system, nearly 100% of grade-appropriate Hillsborough students complete the program and attend the site visit.
 
Schools from all over the Tampa Bay regional area attend JA BizTown, including Sarasota public and private schools and Manatee County public and private schools. 
Description JA Finance Park Virtual introduces young people to personal financial planning and career exploration. At the culmination of this teacher-led program, students visit JA Finance Park, a realistic virtual community, to put into practice what they've learned by developing and committing to a personal budget.
Budget $10,000
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) At-Risk Populations
Short Term Success Through the JA Finance Park Virtual program, students will recognize the fundamental role of income in managing their personal finances and the factors that affect income and take-home pay, understand that the decisions they make about education and career will have an impact on their potential income and quality of life, explore saving and compare investments as a part of their overall financial planning, examine risk and how insurance may help protect savings, compare financial institutions and their services, weigh the advantages and disadvantages of debit and credit, examine the role of credit scores and credit reporting have on personal finances, discover the importance of spending money wisely, recognize a budget as a valuable tool, and create personal budgets based on saving and lifestyle goals and day-to-day situations. Students also experience the JA Finance Park simulation, where they apply classroom learning by creating a family budget based on a hypothetical life situation and recognize the impact of credit history on budget planning and purchasing options.
Long Term Success Through the JA Finance Park Virtual Program, students build a foundation upon which they can make intelligent financial decisions that last a lifetime.
Program Success Monitoring
Junior Achievement is committed to ongoing, rigorous evaluation and quality assurance of all JA programs. In the past 6 years, 96% of JA's programs have undergone comprehensive evaluations of program efficacy. Survey results show that JA is preparing students at all levels to develop good financial management habits, to explore the potential of becoming an entrepreneur, and to provide them with the skills necessary to succeed in a global economy.

Each session in each JA program includes specific student learning objectives, and opportunities for students to demonstrate what they have learned. Information is collected after the conclusion of each JA program, including statistical data and feedback from students, teachers and volunteers. Data analysis occurs at the end of the school year, typically in June.

Program Success Examples
A student from the North Port High School Teen Parents program shares a program experience:

"An important part of that learning is personal financial planning, information that I obtained through JA Finance Park Virtual. JA Finance Park Virtual has helped me build a foundation upon which I can make intelligent financial decisions related to income, expenses, saving and credit. The culminating activity is an on line simulation where we are assigned various life scenarios and compete against each other using the information we just learned. It’s practical real life information that as a young mom, I will be applying immediately."

Description JA It’s My Future provides practical information about preparing for the working world. Students learn about career clusters, high-growth jobs, career planning, and creating a personal brand. And, through a scavenger hunt, they are introduced to the basic aspects of job hunting.
Budget $63,900
Category Education, General/Other Educational Programs
Program Linked to Organizational Strategy Yes
Population Served Adolescents Only (13-19 years) Children Only (5 - 14 years)
Short Term Success

Following participation in the program, students will be able to:

1) Explore potential careers, discover how to plan for a job, and learn how to keep it.

2) Develop personal-branding and job-hunting tools for earning a job.

3) JA programs correlate to state social studies, English, and math standards, and to Common Core Standards.

Long Term Success

JA It's My Future offers practical information about preparing for the working world. Through interviews, self-reflection, and creation of a personal logo, students explore the importance of building a positive personal brand for the future, starting in middle school. They explore career clusters and identify jobs for additional research,  recognize the value of and need for all jobs, learn the four factors to consider in choosing a job, consider some high-growth career fields,  explore how to use life experiences to develop work skills, how to map a path to employment goals, are introduced to the basic aspects of job hunting, are given an organizing tool to keep all their vital job-hunting information in one place, learn the difference between technical and soft skills, and they recognize the impact that their personal behavior has on their ability to succeed in a job.

Program Success Monitoring
Junior Achievement is committed to ongoing, rigorous evaluation and quality assurance of all JA programs. In the past 6 years, 96% of JA's programs have undergone comprehensive evaluations of program efficacy. Survey results show that JA is preparing students at all levels to develop good financial management habits, to explore the potential of becoming an entrepreneur, and to provide them with the skills necessary to succeed in a global economy.

Each session in each JA program includes specific student learning objectives, and opportunities for students to demonstrate what they have learned. Information is collected after the conclusion of each JA program, including statistical data and feedback from students, teachers and volunteers. Data analysis occurs at the end of the school year, typically in June.

Program Success Examples
The JA It's My Future program receives full support from Sarasota County's School Superintendent, Ms. Lori White, who requires every 8th grader in the district to participate in the program. A student participant shares: 

"While I knew I wanted to be an actor, I didn’t really know how to get there. JA helped me explore and write down my ideas for high school and college. But I still had questions about what I should do after college. And, if acting does not work out, what would my back up plan be? Thanks to JA It’s My Future, I explored all types of jobs that I could have as my backup and what they entailed, what you needed to get into that field, and their salary, which definitely crossed a few jobs off of my list. I learned about STEM and I was interested by the jobs in the Science area such as a toxicologist. I was also intrigued with law. It really got me thinking." 

Comments
Program Comments by Organization

The goal of each JA program is t teach skills students need to become valued and contributing members of their communities. Each JA program teaches values, skills and attitudes that young people need to be successful, including:

  • The desire in young people to value education and to stay in school.
  • Positive attitudes in the students toward work and contributing to society.
  • Business/education partnerships that provide a bridge between school and the workplace.
  • Critical skills that produce success.

Each JA program consists of 5-7 sessions of 45 minutes-1 hour each. The topics are age-appropriate and focus on multiple aspects of financial literacy, entrepreneurship, and/or work readiness. A specific set of educational objectives are incorporated into each lesson plan.

JA classes appeal to a diverse range of students and provide fun, exciting, eye-opening demonstrations of how our economy works, how to run a business, how to find and keep a job, and the economic importance of staying in school. All JA programs comply with Florida state education standards and support the skills and competencies identified by the Partnership for 21st Century Skills.

All JA curricula are developed, piloted and approved by JA USA and are regularly assessed by a third party evaluator. Workbooks, simulations, and review materials included in each class kit provide opportunities for the students to demonstrate what they have learned. Pre and post program testing are also utilized to evaluate individual classroom programs.

JA’s partnerships with the business and education communities bring additional human and financial resources to students. By recruiting volunteers from the business community, JA creates direct connections between the business world and young people. JA offers philanthropic opportunities to businesses, as well as turnkey volunteer solutions for those companies that wish to engage, train and empower their employees through volunteerism.

CEO/Executive Director
CEO/Executive Director Ms Kristin Schreiner
CEO Term Start Sept 2014
CEO/Executive Director Email kristin.schreiner@ja.org
Experience
Kristin joined Junior Achievement of Sarasota/Manatee after serving as president of Junior Achievement of the Space Coast (Brevard County, FL) organization. She is a graduate of Lake Erie College in Ohio where she earned a BS in Business Administration and Marketing. Both she and her father participated in the Junior Achievement Company program in their high school years. For Kristin, the JA mission is not only personal, it is imperative.
 
Employed for over 7 years with Junior Achievement, she has worked in many capacities, such as program and financial management, volunteer recruitment and training, fundraising and event planning, board development, and relationship and partnership building.
 
As a JA alumna, Kristin's most influential JA-inspired successes include her work experience in the family business venture, foray into self-employment, and leadership of Junior Achievement of the Space Coast's most successful standing in its almost 30 year history. But most importantly, she firmly believes that Junior Achievement can positively impact our youth to build better citizens, leaders, and communities.
Former CEOs/Executive Directors
NameTerm
Maggie Haley Jan 2011 - Sept 2014
Senior Staff
NameTitle
Ms Taylor Vogelsang Education Program manager
Staff & Volunteer Statistics
Full Time Staff 1
Part Time Staff 1
Staff Retention Rate % 100
Professional Development Yes
Contractors 0
Volunteers 500
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation Yes
Senior Management Formal Evaluation Yes
Non-Management Formal Evaluation N/A
Collaborations

Junior Achievement thrives as a result of strategic collaborations and consistently strives to earn partnership with for-profit, non-profit, and educational groups. Current collaborations include:

Volunteer Collaborations
  • Association of Financial Planners, Sun Coast Chapter
  • Bank of America
  • Iberia Bank
  • Microsoft Store, UTC
  • Regions Bank
  • Sun Hydraulics
  • SunTrust
  • Tervis Tumbler
  • The Greater Sarasota Chamber of Commerce
  • Wells Fargo
  • Business professionals from a wide variety of industries
  • Parents of school-aged children
 Educators
  • Manatee Public School System administration 
  • Manatee Public School System teachers
  • Sarasota Public School System administration 
  • Sarasota Public School System teachers
  • Charter schools in Manatee and Sarasota, including Visible Men Academy, Island Village Montessori, Sarasota Military, and the Imagine Schools
  • Private schools in Sarasota, including St. Martha
  • State College of Florida
  • USF Sarasota/Manatee
Non-profit organizations
  • Boys & Girls Club of Manatee County
  • Boys & Girls Club of Sarasota County 
  • Salvation Army
  • United Way Suncoast
External Assessments and Accreditations
Assessment/AccreditationYear
Awards & Recognition
Award/RecognitionOrganizationYear
Platinum Summit AwardJA USA2013
Platinum Summit AwardJA USA2014
Peak Performance Team AwardJA USA2013
Peak Performance Team AwardJA USA2014
5-Star AwardJA USA2015
Peak Performance Team AwardJA USA2015
Risk Management Provisions
Government Licenses
Organization Licensed by the Government No
Plans
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years
Strategic Plan Adopted 0
Management Succession Plan No
Continuity of Operations Plan No
Policies
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Comments
Management Comments by Organization


Other Documents
Other Document 2
Document destruction policy
Board Chair
Board Chair Ms. Kathy Fraley
Company Affiliation Bank of America Merrill Lynch
Board Term July 2016 to June 2018
Board Chair Email kathy.fraley@baml.com
Board Members
Board Members
NameAffiliation
Mr. Allen Carlson Sun Hydraulics
Mr. Greg Courter Horizon Insurance Agency
Mr. Mark DeHaan SunTrust Bank
Ms. Kathy Fraley Bank of America
Mr. David Hess Bobbitt Pittenger & Company PA
Mr. Jay Logan Robert W Baird & Co
Mr. Steve Queior The Greater Sarasota Chamber of Commerce
Ms Lori White Sarasota County Schools
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 8
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 6
Female 2
Unspecified 0
Governance
Board Term Lengths 5
Board Term Limits 99
Board Orientation Yes
Number of Full Board Meetings Annually 9
Board Meeting Attendance % 67
Board Self-Evaluation Yes
Written Board Selection Criteria No
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 89
Standing Committees
Volunteer
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Education
Comments
Governance Comments by Organization

Junior Achievement of Sarasota/Manatee depends almost exclusively on volunteers and private gifts and donations. Our Board of Directors is composed of passionate and resourceful education and business leaders who are responsible for JA’s sustainability and growth.

The organization's only real challenge is that the same passionate and resourceful people who are the building blocks of our Board of Directors must share their talents and become over-committed, causing board turnover as board members seek to re-establish life, work, and charitable balance.
 
However, Junior Achievement of Sarasota/Manatee enjoys a strong core group of the area's most dedicated and influential professionals, who are also adamant JA ambassadors and advocates. It is their outreach that fuels the continual building and strengthening of our Board of Directors.
Fiscal Year Projections
Fiscal Year Begins 2016
Fiscal Year Ends 2017
Projected Revenue $166,000.00
Projected Expenses $113,900.00
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Anticipate Campaign within 5 years? No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Audit/Financial Documents
Audit2015
Audit2014
Audit2013
Audit2012
Audit2011
Audit2010
Audit2009
Historical Financial Review
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$0$0$0
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$1,461,804$1,309,796$1,159,840
$0$0$0
$979,367$986,127$1,177,906
Investment Income, Net of Losses$40,538$27,937$26,471
Membership Dues$0$0$0
Special Events$1,188,528$1,016,432$996,721
Revenue In-Kind$67,102$25,950$22,563
Other$0$0$0
Expense Allocation
Fiscal Year201520142013
Program Expense$2,918,892$2,874,482$3,008,135
Administration Expense$162,863$179,974$187,345
Fundraising Expense$232,139$207,558$203,080
Payments to Affiliates$89,108$82,448$57,956
Total Revenue/Total Expenses1.111.030.99
Program Expense/Total Expenses88%88%89%
Fundraising Expense/Contributed Revenue9%9%9%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$6,792,024$6,504,596$6,347,836
Current Assets$1,826,588$1,898,166$2,484,492
Long-Term Liabilities$0$0$0
Current Liabilities$238,158$277,385$246,970
Total Net Assets$6,553,866$6,227,211$6,100,866
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountContributions, gifts, grants $1,461,804Contributions, gifts, grants $1,309,796Contributions, gifts, grants $1,159,840
Second Highest Funding Source & Dollar AmountFundraising $1,188,528Fundraising $1,016,432Fundraising $996,721
Third Highest Funding Source & Dollar AmountStem Tec Programs $612,140Stem Tec Programs $624,958Stem Tec Programs $819,232
CEO/Executive Director Compensation $50,001 - $75,000
Tax Credits Yes
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities7.676.8410.06
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Financials Comments
Financial Comments by Organization
The Junior Achievement Sarasota/Manatee district of JA Tampa Bay operates with strong cost controls, lean staff support, and high efficiency. Its average cost per class is approximately $500 with the average cost per student of $25.
 
The contemporary donor has high expectations for return on charitable giving investments. Operational and financial efficiencies, recognized and rewarded by the parent organization, JA USA, combined with quantifiable program results, virtually assures a donor that contributions to our organization will truly support JA programs and minimally support administrative costs. 
 
JA Sarasota/Manatee enjoys a solid and consistent foundation of support from the JA Tampa Bay regional office. Community support, fueled by passionate belief in the JA mission and its outcomes, will ultimately drive the level of service JA can offer within the community. Each day, the need for more JA programs is overwhelmingly expressed. The passion of JA volunteers and their unselfish giving of time and expertise is enormous. The generosity of JA's dedicated donor base is invaluable. The local impact of JA programs is indisputable.
 
The organization's goal is to harness the power of these relationships, grow and steward them, and strategically increase the impact of JA within Sarasota and Manatee counties. 
Financial Comments by Foundation Financial information taken from IRS Form 990.  Individual contributions include foundation and corporate support.  Audited financial statements do not reconcile with the audit financial information reported in Schedule D, parts XII and XIII of the Federal tax returns.
Nonprofit Junior Achievement Sarasota/Manatee
Address Junior Achievement of Tampa Bay, Inc
13707 N. 22nd Street
Tampa, FL 34232
Phone 813 631-1410

THE COMMUNITY FOUNDATION OF SARASOTA COUNTY, INC. IS A REGISTERED 501(C)(3) NON-PROFIT CORPORATION. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE (1-800-HELP-FLA) OR FROM THE WEBSITE: WWW.FRESHFROMFLORIDA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. ONE HUNDRED PERCENT (100%) OF EACH CONTRIBUTION IS RECEIVED BY THE COMMUNITY FOUNDATION OF SARASOTA COUNTY. REGISTRATION #SC-02471.