Junior Achievement of Southwest Florida Inc

What it reported doing in 2024

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.

Financial Efficiency

• Mission deployment rate: 84.3%; rating input score 84
• Program expense ratio: 71.4%; rating input score 71
• Fundraising efficiency: $4.94 raised per $1 spent on fundraising; rating input score 17; 17th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• Foreign activity oversight: Limited
• Grant itemization coverage: Limited
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 8 of 8 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: -17%; rating input score 11; 11th percentile among comparable filings
• Total-asset coverage ratio: 0.94; rating input score 41; 41st percentile among comparable filings
• Liabilities to assets ratio: 0.68; rating input score 11; 11th percentile among comparable filings
• Officer compensation ratio: 11.3%; rating input score 33; 33rd percentile among comparable filings

Growth

• Program expense growth: 12.3% per year; rating input score 100; 69th percentile among comparable filings
• Revenue growth: 6.4% per year; rating input score 100; 51st percentile among comparable filings
• Asset growth: 5.3% per year; rating input score 100; 40th percentile among comparable filings