Nonprofit · EIN 65-0503084
JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA
Tax-exempt · FORT MYERS, FL 33907
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $951,128 | $1,112,528 | -$161,400 | $1,045,008 | $709,248 | $335,760 |
| June 30, 2024 | 990 | $906,012 | $764,199 | $141,813 | $1,049,578 | $557,618 | $491,960 |
| June 30, 2023 | 990 | $734,483 | $669,680 | $64,803 | $895,916 | $560,798 | $335,118 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,008,270
- of which government grants
- $253,266
- Program service revenue
- $0
- Investment income
- $23,081
- Net gain from sales of assets
- $5,714
- Net income from fundraising events
- -$83,538
- Other revenue
- -$80,223
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $127,984
- Other salaries and wages
- $259,937
- Salaries, compensation and benefits (total)
- $423,319
- Professional fundraising fees
- $0
- Occupancy
- $32,237
- Travel
- $7,886
- Depreciation
- $8,219
- Program services (functional)
- $794,406
- Management and general (functional)
- $114,122
- Fundraising (functional)
- $204,000
Balance sheet and other
- Total assets, start of year
- $1,049,578
- Total assets, end of year
- $1,045,008
- Total liabilities, end of year
- $709,248
- Net assets, end of year
- $335,760
- Land, buildings and equipment
- $17,803
- Publicly traded securities
- $303,507
- Net assets without donor restrictions
- $335,760
- Gross receipts
- $1,084,836
- Employees
- 10
- Volunteers
- 115
- Year formed
- 1994
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELA FISHER | PRESIDENT/CE Trustee or director, Officer | 40 | $121,984 | $3,660 |
| CARLOS ARTIME | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| JASON BREWER | CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| ELIZABETH DOSORETZ | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| JASON DUKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN GLAESER | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| NANCY KORISTA | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| MATTHEW KRAGH | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| BENJAMIN LEVENE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| RYAN M MITCHELL | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| TOM PITSER | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| MONICA SCIRE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| DR MATHEW SHEEP | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| SUZANNE SPECHT | SECRETARY Trustee or director, Officer | 0.75 | $0 | $0 |
| GARY TASMAN | MEMBER AT LA Trustee or director | 0.75 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERRYLANE THOMAS | DIRECTOR Trustee or director | 0.75 | $0 |
| CURT TODD | MEMBER AT LA Trustee or director | 0.75 | $0 |
| MICHAEL TRAFICANTE | DIRECTOR Trustee or director | 0.75 | $0 |
| EARNEST WILKS | VICE CHAIR & Trustee or director, Officer | 0.75 | $0 |
| SANDY STILWELL YOUNGQUIST | DIRECTOR Trustee or director | 0.75 | $0 |
| MONA ZIELKE | DIRECTOR Trustee or director | 0.75 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELA FISHER | PRESIDENT/CE Trustee or director, Officer | 40 | $114,138 | $3,424 |
| CARLOS ARTIME | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| JASON BREWER | VICE CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| ANDY BUSCHLE | MEMBER AT LA Trustee or director | 0.75 | $0 | $0 |
| JASON DUKE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| JEFF FUSCO | CHAIR Trustee or director, Officer | 0.75 | $0 | $0 |
| BRIAN GLAESER | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| NANCY KORISTA | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| BENJAMIN LEVENE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| RYAN M MITCHELL | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| TOM PITSER | TREASURER Trustee or director, Officer | 0.75 | $0 | $0 |
| MONICA SCIRE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| DR MATHEW SHEEP | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| SUZANNE SPECHT | SECRETARY Trustee or director, Officer | 0.75 | $0 | $0 |
| GARY TASMAN | MEMBER AT LA Trustee or director | 0.75 | $0 | $0 |
| CURT TODD | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| MICHAEL TRAFICANTE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| EARNEST WILKS | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| SANDY STILWELL YOUNGQUIST | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
| MONA ZIELKE | DIRECTOR Trustee or director | 0.75 | $0 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA FISHER | PRESIDENT/CE Trustee or director, Officer | 40 | $80,000 |
| CARLOS ARTIME | DIRECTOR Trustee or director | 5 | $0 |
| JASON BREWER | DIRECTOR Trustee or director | 5 | $0 |
| ANDY BUSCHLE | MEMBER AT LA Trustee or director | 5 | $0 |
| JASON DUKE | DIRECTOR Trustee or director | 5 | $0 |
| SCOTT FISCHER | PAST CHAIR Trustee or director | 5 | $0 |
| JEFF FUSCO | CHAIR Trustee or director, Officer | 5 | $0 |
| NANCY KORISTA | DIRECTOR Trustee or director | 5 | $0 |
| JUSTIN LAND | DIRECTOR Trustee or director | 5 | $0 |
| BENJAMIN LEVENE | DIRECTOR Trustee or director | 5 | $0 |
| LINDA MAERE | DIRECTOR Trustee or director | 5 | $0 |
| RYAN M MITCHELL | DIRECTOR Trustee or director | 5 | $0 |
| TOM PITSER | TREASURER Trustee or director, Officer | 5 | $0 |
| DR MATHEW SHEEP | DIRECTOR Trustee or director | 5 | $0 |
| SUZANNE SPECHT | SECRETARY Trustee or director, Officer | 5 | $0 |
| GARY TASMAN | MEMBER AT LA Trustee or director | 5 | $0 |
| CURT TODD | PAST CHAIR Trustee or director | 5 | $0 |
| MICHAEL TRAFICANTE | DIRECTOR Trustee or director | 5 | $0 |
| EARNEST WILKES | DIRECTOR Trustee or director | 5 | $0 |
| SANDY STILWELL YOUNGQUIST | DIRECTOR Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 13241 UNIVERSITY DR STE 102, FORT MYERS, FL 33907-5719
- Principal officer (990 for 2024)
- CHERYL KUNKLE, 13241 UNIVERSITY DRIVE STE 102, FORT MYERS, FL 33907
- Signed the 990
- ANGELA FISHER, PRESIDENT/CEO
- Phone
- (239) 225-2590
- Website
- WWW.JASWFL.ORG
- Return prepared by
- STROEMER & COMPANY
Mission
JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA IS A NONPROFIT DEDICATED TO INSPIRING AND PREPARING YOUNG PEOPLE FOR SUCCESS.
Program accomplishments
- JA VOLUNTEERS DELIVER A CURRICULUM DESIGNED TO TEACH STUDENTS VITAL CONCEPTS IN ENTREPRENEURSHIP, FINANCIAL LITERACY, AND CAREER READINESS. THE STRUCTURED, HANDS-ON LESSONS PROVIDE REAL-WORLD APPLICATIONS AND INSIGHTS, EMPOWERING STUDENTS TO DEVELOP THE CONFIDENCE AND SKILLS NECESSARY FOR SUCCESS IN TODAY'S ECONOMY. VOLUNTEERS WHO BRING THEIR OWN BUSINESS EXPERIENCES RECEIVE COMPREHENSIVE TRAINING AND INCLUSIVE MATERIALS TO ENSURE EFFECTIVE PROGRAM DELIVERY. DURING THE 2024-2025 SCHOOL YEAR, JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA REACHED 20,592 STUDENTS, DELIVERING OVER 223,402 INSTRUCTIONAL HOURS THROUGH CORPORATE AND COMMUNITY VOLUNTEERS. THESE PROGRAMS EQUIP STUDENTS WITH THE KNOWLEDGE AND SKILLS TO MAKE INFORMED ACADEMIC AND FINANCIAL CHOICES, REINFORCING THE CONNECTION BETWEEN CLASSROOM LEARNING AND REAL- WORLD APPLICATIONS. JA PROGRAMS HELP STUDENTS DEVELOP SUCCESSFUL FINANCIAL MANAGEMENT HABITS, EXPLORE ENTREPRENEURIAL POTENTIAL, AND GAIN THE SKILLS NECESSARY TO THRIVE IN A GLOBAL WORKFORCE. EDUCATORS CONSISTENTLY INVITE JA INTO THEIR CLASSROOMS BECAUSE THE CURRICULUM ALIGNS WITH FLORIDA STATE STANDARDS, FILLS CRITICAL EDUCATIONAL GAPS, AND PROVIDES AN ENGAGING, SUPPORTIVE LEARNING ENVIRONMENT. THE CURRICULUM IS REGULARLY UPDATED TO REFLECT INDUSTRY TRENDS AND EVOLVING EDUCATIONAL REQUIREMENTS, ENSURING RELEVANCE AND EFFECTIVENESS. JA SWFL'S PRE-APPRENTICESHIP PROGRAM EQUIPS LOCAL YOUTH WITH THE SKILLS, CERTIFICATIONS, AND INDUSTRY EXPOSURE THEY NEED TO MOVE DIRECTLY INTO MEANINGFUL CAREERS BY PROVIDING HANDS-ON EXPERIENCE: TRAINING LABS, INDUSTRY ALIGNMENT: CURRICULUM DESIGNED AROUND LOCAL WORKFORCE NEEDS, CAREER PATHWAYS: DIRECT CONNECTIONS TO EMPLOYERS READY TO HIRE. WE HAD A 95% JOB PLACEMENT FOR THE 2024-2025 YOUTH.Expenses $794,406
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 65-0503084
- 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
- Category (NTEE)
- International, foreign affairs and national security (Q320)
- Group exemption
- 1116: JUNIOR ACHIEVEMENT USA
- Assets (IRS master file)
- $1,045,008
- Income (IRS master file)
- $1,084,836
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $951,128 | $1,112,528 | $1,045,008 | XML |
| 990 | June 2024 | $906,012 | $764,199 | $1,049,578 | IRS |
| 990 | June 2023 | $734,483 | $669,680 | $895,916 | XML |
| 990 | June 2022 | $507,299 | $507,885 | $820,784 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 65-0503084).
Questions about JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA
- What is the EIN of JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA?
- The employer identification number (EIN) of JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA is 65-0503084.
- Is JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Which annual return does JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA 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 SOUTHWEST FLORIDA 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 SOUTHWEST FLORIDA 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 SOUTHWEST FLORIDA?
- The 990 for the year ended June 30, 2025 names CHERYL KUNKLE.
- Who are the officers and directors of JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA?
- The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $121,984 (ANGELA FISHER, PRESIDENT/CE).
- How much revenue does JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $951,128, expenses of $1,112,528 and total assets of $1,045,008 at year end.
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All nonprofits in FORT MYERS · Florida · International, foreign affairs and national security