Junior Achievement of Tampa Bay Inc
Nonprofit profile at a glance
- EIN
- 591098499
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Tampa, FL, USA
- Phone
- 7275300884
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Standard
- Sector
- International Economic Development
Reported finances
- Revenue
- $8,004,421
- Expenses
- $6,736,586
- Assets
- $17,281,231
- Liabilities
- $1,583,132
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
60 people listed
Executive titles in this filing
- RICHARD GEORGE (PRESIDENT)
- MARGARET HALEY (SR. VICE PRESIDENT, ADMINI)
Highest reported compensation
- RICHARD GEORGE (PRESIDENT): $442,474 total reported compensation
- CHRISTINA ROBERTS - 3DE (CHIEF DEVELOPMENT OFFICER): $145,648 total reported compensation
- MARGARET HALEY (SR. VICE PRESIDENT, ADMINI): $133,100 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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)
What it reported doing in 2024
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)
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 94% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 77
- Transparency & Controls: 90
- Accountability: 100
- Sustainability: 64
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 76%; rating input score 76
- Program expense ratio: 88.1%; rating input score 88
- Fundraising efficiency: $13.97 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- 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: 9 of 9 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: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 15.8%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 2.57; rating input score 69; 69th percentile among comparable filings
- Liabilities to assets ratio: 0.09; rating input score 60; 60th percentile among comparable filings
- Officer compensation ratio: 12.1%; rating input score 24; 24th percentile among comparable filings
Growth
- Program expense growth: 5.6% per year; rating input score 100; 43rd percentile among comparable filings
- Revenue growth: 4.4% per year; rating input score 100; 37th percentile among comparable filings
- Asset growth: 9% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 76% of revenue deployed · 88.1% of spending went to programs
- Governance: 56 of 56 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $5.9M in reported program spending
- Leadership: top reported pay $442K · 60 people listed · 4 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $1.9M reported
- Consistency: 31 of 31 current checks pass
- Schedules: 7 filed schedules · includes major donors and executive pay
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
- High — Sustainability: Officer compensation ratio scored 24/100.