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Nonprofit · EIN 59-1098499

JUNIOR ACHIEVEMENT OF TAMPA BAY

Tax-exempt · TAMPA, FL 33613

Financials

$5.1M$4.3M2022$5.5M$5.5M2023$8M$6.7M2024
Revenue Expenses · by fiscal year end
Financials of JUNIOR ACHIEVEMENT OF TAMPA BAY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$8,004,421$6,736,586$1,267,835$17,281,231$1,583,132$15,698,099
June 30, 2024990$5,495,049$5,539,992-$44,943$20,792,137$7,252,517$13,539,620
June 30, 2023990$5,104,962$4,321,479$783,483$20,412,710$6,892,689$13,520,021
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,482,415
of which government grants
$868,249
Program service revenue
$2,222,767
Investment income
$237,777
Net gain from sales of assets
$165,077
Net income from fundraising events
$61,462
Other revenue
$61,462

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$815,339
Other salaries and wages
$1,762,612
Salaries, compensation and benefits (total)
$2,976,675
Professional fundraising fees
$0
Occupancy
$108,550
Depreciation
$358,848
Program services (functional)
$5,938,077
Management and general (functional)
$405,951
Fundraising (functional)
$392,558

Balance sheet and other

Total assets, start of year
$20,792,137
Total assets, end of year
$17,281,231
Total liabilities, end of year
$1,583,132
Net assets, end of year
$15,698,099
Land, buildings and equipment
$5,764,445
Publicly traded securities
$1,850,687
Net assets without donor restrictions
$9,929,321
Net assets with donor restrictions
$5,768,778
Gross receipts
$8,216,492
Employees
49
Volunteers
6,139
Year formed
1982
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RICHARD GEORGEPRESIDENT
Officer
40$337,989$104,485
CHRISTINA ROBERTS - 3DECHIEF DEVELOPMENT OFFICER
Officer
40$138,998$6,650
MARGARET HALEYSR. VICE PRESIDENT, ADMINI
Officer
40$116,762$16,338
LIZA STEVENSCHIEF FINANCIAL OFFICER AS OF 1/1/25
Officer
40$94,117$1,910
NELSON CASTELLANOBOARD CHAIR
Trustee or director, Officer
2$0$0
SUZANNE DIAZSECRETARY
Trustee or director, Officer
2$0$0
DAVID JORDANTREASURER
Trustee or director, Officer
2$0$0
ROBERT SHIMBERGCHAIR ELECT
Trustee or director, Officer
2$0$0
PATRICK O'CONNORIMMEDIATE PAST BOARD CHAIR
Trustee or director
2$0$0
JOSEPH CANNELLAVICE CHAIR - AUDIT COMMITTEE
Trustee or director
2$0$0
KIM HILLVICE CHAIR - LEARNING EXPERIENCES
Trustee or director
2$0$0
BEMETRA SIMMONSVICE CHAIR - GOVERNMENT AFFAIRS
Trustee or director
2$0$0
BRIAN ADAMSKIDIRECTOR
Trustee or director
2$0$0
IAN ANDERSONDIRECTOR
Trustee or director
2$0$0
VAN AYRESDIRECTOR
Trustee or director
2$0$0
45 more people on this return
NameTitleHours / weekCompensation
ALAN BERTSCHDIRECTOR
Trustee or director
2$0
BRIAN BESTDIRECTOR
Trustee or director
2$0
DAVID BLACKWELLDIRECTOR
Trustee or director
2$0
STEVE BLAIRDIRECTOR
Trustee or director
2$0
STEVEN CANTILLODIRECTOR
Trustee or director
2$0
TYLER CATHEYDIRECTOR
Trustee or director
2$0
JEFF CHRONISTERDIRECTOR
Trustee or director
2$0
CRAIG CUFFEDIRECTOR
Trustee or director
2$0
LISA FALLERDIRECTOR
Trustee or director
2$0
JAMIE GRANESEDIRECTOR
Trustee or director
2$0
DR MICHAEL GREGODIRECTOR
Trustee or director
2$0
DR STACY HAHNDIRECTOR
Trustee or director
2$0
TIM HOLCOMBDIRECTOR
Trustee or director
2$0
KASSIDY JOHNSONDIRECTOR
Trustee or director
2$0
STEPHIE HOLMQUIST-JOHNSONDIRECTOR
Trustee or director
2$0
DAVID JORDANDIRECTOR
Trustee or director
2$0
DAVID KELLEYDIRECTOR
Trustee or director
2$0
BRENDON KINGSBURYDIRECTOR
Trustee or director
2$0
PETE KIRTLANDDIRECTOR
Trustee or director
2$0
JIM LANGDIRECTOR
Trustee or director
2$0
JOE LOWRY JRDIRECTOR
Trustee or director
2$0
PHIL MALCOLMDIRECTOR
Trustee or director
2$0
JANICE MATSONDIRECTOR
Trustee or director
2$0
CJ MINTRONEDIRECTOR
Trustee or director
2$0
IWAN MOHAMEDDIRECTOR
Trustee or director
2$0
ROBERT MOSSBACHERDIRECTOR
Trustee or director
2$0
PAM MUMADIRECTOR
Trustee or director
2$0
SANDY MURMANDIRECTOR
Trustee or director
2$0
SCOTT PRICEDIRECTOR
Trustee or director
2$0
MIKE QUACKENBUSHDIRECTOR
Trustee or director
2$0
RAFAEL RENNODIRECTOR
Trustee or director
2$0
DOUG RICHDIRECTOR
Trustee or director
2$0
DR MELODY RIDERDIRECTOR
Trustee or director
2$0
SCOTT RILEYDIRECTOR
Trustee or director
2$0
MIKE ROBERTSONDIRECTOR
Trustee or director
2$0
JACK RYBICKIDIRECTOR
Trustee or director
2$0
STEVE SALZERDIRECTOR
Trustee or director
2$0
STEVE SCHULTZDIRECTOR
Trustee or director
2$0
YVETTE SEGURADIRECTOR
Trustee or director
2$0
KEN SINGHDIRECTOR
Trustee or director
2$0
ALEX SINKDIRECTOR
Trustee or director
2$0
MIKE TASCHERDIRECTOR
Trustee or director
2$0
JOE TEAGUEDIRECTOR
Trustee or director
2$0
JOHN TOMLINDIRECTOR
Trustee or director
2$0
MARLENE VELEZDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 58 people
NameTitleHours / weekCompensationOther / benefits
RICHARD GEORGEPRESIDENT
Officer
40$333,122$52,500
CHRISTINA ROBERTS - 3DEEXECUTIVE DIRECTOR
Officer
40$119,322$30,000
MARGARET HALEYSR. VICE PRESIDENT, ADMINI
Officer
40$111,328$2,400
JOHN WEILCFO
Officer
20$74,988$0
PATRICK O'CONNORBOARD CHAIR
Trustee or director, Officer
2$0$0
SUZANNE DIAZSECRETARY
Trustee or director, Officer
2$0$0
YVETTE SEGURATREASURER
Trustee or director, Officer
2$0$0
NELSON CASTELLANOCHAIR ELECT
Trustee or director, Officer
2$0$0
SCOTT PRICEIMMEDIATE PAST BOARD CHAIR
Trustee or director
2$0$0
JOSEPH CANNELLACHAIR-AUDIT COMMITTEE
Trustee or director
2$0$0
MICHAEL ROBERTSONCHAIR-INVITATIONAL
Trustee or director
2$0$0
VAN AYRESDIRECTOR
Trustee or director
2$0$0
ROBERT MOSSBACHERDIRECTOR
Trustee or director
2$0$0
JACK RYBICKIDIRECTOR
Trustee or director
2$0$0
PAM MUMADIRECTOR
Trustee or director
2$0$0
KIM HILLDIRECTOR
Trustee or director
2$0$0
BRIAN ADAMSKIDIRECTOR
Trustee or director
2$0$0
IAN ANDERSONDIRECTOR
Trustee or director
2$0$0
BRIAN BESTDIRECTOR
Trustee or director
2$0$0
JANICE RICKERTDIRECTOR
Trustee or director
2$0$0
JEFF CHRONISTERDIRECTOR
Trustee or director
2$0$0
TYLER CATHEYDIRECTOR
Trustee or director
2$0$0
JOE DELUCADIRECTOR
Trustee or director
2$0$0
LISA FALLERDIRECTOR
Trustee or director
2$0$0
STEVE BLAIRDIRECTOR
Trustee or director
2$0$0
JAMIE GRANESEDIRECTOR
Trustee or director
2$0$0
DR MICHAEL GREGODIRECTOR
Trustee or director
2$0$0
KASSIDY JOHNSONDIRECTOR
Trustee or director
2$0$0
DAVID JORDANDIRECTOR
Trustee or director
2$0$0
STEPHANIE HOLMQUIST JOHNSONDIRECTOR
Trustee or director
2$0$0
DAVID KELLEYDIRECTOR
Trustee or director
2$0$0
JIM LANGDIRECTOR
Trustee or director
2$0$0
BEMETRA SIMMONSDIRECTOR
Trustee or director
2$0$0
PHIL MALCOLMDIRECTOR
Trustee or director
2$0$0
SANDRA MURMANDIRECTOR
Trustee or director
2$0$0
KEN SINGHDIRECTOR
Trustee or director
2$0$0
RICHARD SOBIERAYDIRECTOR
Trustee or director
2$0$0
MICHAEL QUACKENBUSH JRDIRECTOR
Trustee or director
2$0$0
DOUG RICHDIRECTOR
Trustee or director
2$0$0
STEVE SALZERDIRECTOR
Trustee or director
2$0$0
STEVE SCHULTZDIRECTOR
Trustee or director
2$0$0
ALEX SINKDIRECTOR
Trustee or director
2$0$0
JOE TEAGUEDIRECTOR
Trustee or director
2$0$0
PETE KIRTLANDDIRECTOR
Trustee or director
2$0$0
SCOTT RILEYDIRECTOR
Trustee or director
2$0$0
LAKSHMI SHENOYDIRECTOR
Trustee or director
2$0$0
JOHN TOMLINDIRECTOR
Trustee or director
2$0$0
CJ MINTRONEDIRECTOR
Trustee or director
2$0$0
ALAN BERTSCHDIRECTOR
Trustee or director
2$0$0
CRAIG CUFFEDIRECTOR
Trustee or director
2$0$0
STEVEN CANTILLODIRECTOR
Trustee or director
2$0$0
BRENDON KINGSBURYDIRECTOR
Trustee or director
2$0$0
IWAN MOHAMEDDIRECTOR
Trustee or director
2$0$0
RAFAEL RENNODIRECTOR
Trustee or director
2$0$0
ROBERT SHIMBERGDIRECTOR
Trustee or director
2$0$0
MIKE TASCHERDIRECTOR
Trustee or director
2$0$0
MARLENE VELEZDIRECTOR
Trustee or director
2$0$0
JOSEPH LOWRY JRDIRECTOR
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 63 people
NameTitleHours / weekCompensationOther / benefits
RICHARD GEORGEPRESIDENT
Officer
40$274,848$26,500
MARGARET HALEYSR. VICE PRESIDENT, ADMINISTRATION
Officer
40$100,942$7,040
CHRISTINA ROBERTS - 3DEEXECUTIVE DIRECTOR
Officer
40$68,157$17,055
JOHN WEILCFO
Officer
20$69,396$0
PATRICK O'CONNORBOARD CHAIR
Trustee or director, Officer
2$0$0
SUZANNE DIAZSECRETARY
Trustee or director, Officer
2$0$0
YVETTE SEGURATREASURER
Trustee or director, Officer
2$0$0
NELSON CASTELLANOCHAIR ELECT
Trustee or director, Officer
2$0$0
SCOTT PRICEIMMEDIATE PAST BOARD CHAIR
Trustee or director
2$0$0
JOSEPH CANNELLACHAIR-AUDIT COMMITTEE
Trustee or director
2$0$0
MICHAEL ROBERTSONCHAIR-INVITATIONAL
Trustee or director
2$0$0
WILLIAM POEDIRECTOR
Trustee or director
2$0$0
ROBERT MOSSBACHERDIRECTOR
Trustee or director
2$0$0
JACK RYBICKIDIRECTOR
Trustee or director
2$0$0
PAM MUMADIRECTOR
Trustee or director
2$0$0
HARESH PATELDIRECTOR
Trustee or director
2$0$0
BRIAN ADAMSKIDIRECTOR
Trustee or director
2$0$0
IAN ANDERSONDIRECTOR
Trustee or director
2$0$0
BRIAN BESTDIRECTOR
Trustee or director
2$0$0
JANICE RICKERTDIRECTOR
Trustee or director
2$0$0
JEFF CHRONISTERDIRECTOR
Trustee or director
2$0$0
TY DEBIQUEDIRECTOR
Trustee or director
2$0$0
JOE DELUCADIRECTOR
Trustee or director
2$0$0
LISA FALLERDIRECTOR
Trustee or director
2$0$0
STEVE BLAIRDIRECTOR
Trustee or director
2$0$0
JAMES GRANESEDIRECTOR
Trustee or director
2$0$0
DR MIKE GREGODIRECTOR
Trustee or director
2$0$0
DAN HOWATDIRECTOR
Trustee or director
2$0$0
DAVID HULLDIRECTOR
Trustee or director
2$0$0
STEPHANIE HOLMQUIST JOHNSONDIRECTOR
Trustee or director
2$0$0
KIRK KLEINDIRECTOR
Trustee or director
2$0$0
JIM LANGDIRECTOR
Trustee or director
2$0$0
MICHELLE MAINGOTDIRECTOR
Trustee or director
2$0$0
PHIL MALCOLMDIRECTOR
Trustee or director
2$0$0
SANDRA MURMANDIRECTOR
Trustee or director
2$0$0
BILL POE JRDIRECTOR
Trustee or director
2$0$0
ADDISON DAVISDIRECTOR
Trustee or director
2$0$0
MICHAEL QUACKENBUSH JRDIRECTOR
Trustee or director
2$0$0
DOUG RICHDIRECTOR
Trustee or director
2$0$0
STEVE SALZERDIRECTOR
Trustee or director
2$0$0
STEVE SCHULTZDIRECTOR
Trustee or director
2$0$0
ALEX SINKDIRECTOR
Trustee or director
2$0$0
JOHN FLANAGANDIRECTOR
Trustee or director
2$0$0
PETE KIRKLANDDIRECTOR
Trustee or director
2$0$0
SCOTT RILEYDIRECTOR
Trustee or director
2$0$0
LAKSHMI SHENOYDIRECTOR
Trustee or director
2$0$0
JOHN TOMLINDIRECTOR
Trustee or director
2$0$0
ISABEL DEWEYDIRECTOR
Trustee or director
2$0$0
ANDREA LAMPHEREDIRECTOR
Trustee or director
2$0$0
CJ MINTRONEDIRECTOR
Trustee or director
2$0$0
ALAN BERTSCHDIRECTOR
Trustee or director
2$0$0
CRAIG CUFFEDIRECTOR
Trustee or director
2$0$0
LEONARD BURKEDIRECTOR
Trustee or director
2$0$0
STEVEN CANTILLODIRECTOR
Trustee or director
2$0$0
BETTY CASTORDIRECTOR
Trustee or director
2$0$0
BRENDON KINGSBURYDIRECTOR
Trustee or director
2$0$0
EUAL CATHEYDIRECTOR
Trustee or director
2$0$0
IWAN MOHAMEDDIRECTOR
Trustee or director
2$0$0
RAFAEL RENNODIRECTOR
Trustee or director
2$0$0
ROBERT SHIMBERGDIRECTOR
Trustee or director
2$0$0
MIKE TASCHERDIRECTOR
Trustee or director
2$0$0
MARLENE SPALTENDIRECTOR
Trustee or director
2$0$0
JOSEPH LOWRYDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
13707 N 22ND ST, TAMPA, FL 33613-4412
Principal officer (990 for 2024)
RICHARD GEORGE, 13707 N 22ND STREET, TAMPA, FL 33613
Signed the 990
RICHARD GEORGE, PRESIDENT
Phone
(727) 530-0884
Return prepared by
RIVERO GORDIMER & COMPANY PA

Mission

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)

990 for the year ended June 30, 2025

Program accomplishments

  • EDUCATIONAL PROGRAMS: THE ORGANIZATION PROVIDES HANDS-ON, EXPERIENTIAL LEARNING TO K-12 STUDENTS, EMPHASIZING FINANCIAL LITERACY, ENTREPRENEURSHIP, AND CAREER AND WORK READINESS. DURING THE 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT REACHED APPROXIMATELY 46,270 STUDENTS, DELIVERING A TOTAL OF 1,850,321 INSTRUCTIONAL CONTACT HOURS.THE LEARNING EXPERIENCES FOLLOW A SEQUENTIAL CURRICULUM FROM KINDERGARTEN THROUGH 12TH GRADE, INCORPORATING THE TWO EXPERIENTIAL LEARNING CENTER PROGRAMS AND THE 3DE HIGH SCHOOL MODEL. STUDENTS GAIN A FUNDAMENTAL UNDERSTANDING OF BUSINESS AND ECONOMICS, AS WELL AS THE RELEVANCE OF EDUCATION IN THE WORKPLACE. (SEE SCHEDULE O FOR CONTINUATION)
    Expenses $1,869,133 · revenue $34,357
  • EXPERIENTIAL LEARNING CENTERS:THE ORGANIZATION OFFERS TWO EXPERIENTIAL LEARNING CENTER PROGRAMS THAT PROVIDE SIMULATION EXPERIENCES FOLLOWING IN-CLASS CURRICULUM. IN THE 2024-2025 SCHOOL YEAR, APPROXIMATELY 22,824 STUDENTS PARTICIPATED IN JA BIZTOWN, A HANDS-ON PROGRAM THAT INTRODUCES 5TH GRADERS TO ECONOMIC CONCEPTS, WORKPLACE SKILLS, AND PERSONAL AND BUSINESS FINANCES THROUGH A STUDENT-SIZED TOWN CREATED JUST FOR THEM. ADDITIONALLY, ABOUT 13,164 8TH GRADE STUDENTS VISITED JA FINANCE PARK, WHERE THEY HAD THE UNIQUE OPPORTUNITY TO EXPLORE THEIR PERSONAL FINANCIAL FUTURES FIRSTHAND. (SEE SCHEDULE O FOR CONTINUATION)
    Expenses $1,469,934 · revenue $471,393
  • 3DE:THE ORGANIZATION ALSO OFFERS 3DE, AN INNOVATIVE EDUCATIONAL MODEL DESIGNED TO TRANSFORM PUBLIC HIGH SCHOOL EDUCATION. DURING THE 2024-2025 SCHOOL YEAR, 3,414 STUDENTS ACROSS 11 TAMPA BAY SCHOOLS WERE ENROLLED IN 3DE. THROUGH STRATEGIC PARTNERSHIPS WITH SCHOOL DISTRICTS AND THE BUSINESS COMMUNITY, 3DE CONNECTS STANDARDS-BASED LEARNING WITH PROJECT-BASED EDUCATION, DRIVING STUDENT ENGAGEMENT AND ACADEMIC SUCCESS. (SEE SCHEDULE O FOR CONTINUATION).
    Expenses $2,599,010 · revenue $1,717,017

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
59-1098499
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$17,281,231
Income (IRS master file)
$8,216,492

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$8,004,421$6,736,586$17,281,231XML
990June 2024$5,495,049$5,539,992$20,792,137XML
990June 2023$5,104,962$4,321,479$20,412,710XML
990June 2022$4,510,507$3,378,718$13,350,619IRS
990June 2021–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1098499).

Questions about JUNIOR ACHIEVEMENT OF TAMPA BAY

What is the EIN of JUNIOR ACHIEVEMENT OF TAMPA BAY?
The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF TAMPA BAY is 59-1098499.
Is JUNIOR ACHIEVEMENT OF TAMPA BAY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Which annual return does JUNIOR ACHIEVEMENT OF TAMPA BAY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JUNIOR ACHIEVEMENT OF TAMPA BAY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JUNIOR ACHIEVEMENT OF TAMPA BAY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JUNIOR ACHIEVEMENT OF TAMPA BAY?
The 990 for the year ended June 30, 2025 names RICHARD GEORGE.
Who are the officers and directors of JUNIOR ACHIEVEMENT OF TAMPA BAY?
The 990 for the year ended June 30, 2025 lists 60 people; 4 received compensation from the organization, the highest $337,989 (RICHARD GEORGE, PRESIDENT).
How much revenue does JUNIOR ACHIEVEMENT OF TAMPA BAY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $8,004,421, expenses of $6,736,586 and total assets of $17,281,231 at year end.

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