Junior Achievement Big Bend
PO Box 14268
Tallahassee FL 32317
Contact Information
Address PO Box 14268
Tallahassee, FL 32317
Telephone (850) 544-5510
E-mail wecare@jabigbend.org
At A Glance
Organization DBA
Junior Achievement, Inc.
JA Big Bend
Junior Achievment of Tallahassee
Organization's type of tax exempt status Public Supported Charity
EIN Number 59-1021800
Year of Incorporation 2012
Financial Summary
 
 
Projected Revenue $96,634.00
Projected Expenses $70,556.00
Mission Statement
Junior Achievement inspires and empowers young people to own their economic success, and prepares them to succeed in a global economy.
Through our belief in the boundless potential of young people, and the power of partnership and collaboration, JA helps prepare young people for the real world by showing them how to generate wealth and effectively manage it, how to create jobs which 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 work readiness, financial stability, and contributing to their communities. By inspiring personal economic success, students learn the value of what they are learning in school, and how to become prepared workers and leaders in their community.
 
Needs Statement
  1. In an attempt to increase outreach and visibility, JA needs to increase the ability to market Junior Achievement more effectively- through social media, television newspaper and radio.
  2. In addition to marketing for exposure, we need to have the ability to effectively solicit individuals and corporate donors. Better marketing strategies need to be in place.  
  3. JA Big Bend must find a way to establish sustainable funding sources through grants and recurring donations. Therefore, a grant writing professional is of utmost importance.
  4. Although we have long-lasting and successful relationships with teachers, there are still too few Leon County Schools employees- teachers and administrators- who are familiar with Junior Achievement. Increased exposure, leading to support and commitment from faculty and administration, is critical to JA's success.
  5. Database software and/or management strategies are needed.  
Impact Statement
Accomplishments 2013-14
  • On January 17, 2013, the JA Big Bend Board of Directors was formalized and a formal Satellite agreement was developed.

  • Since 2012, the overall number of programs has doubled from 40-50 classes annually to 110 in 2013-14.
  • High school programming has increased almost 100%-from 22 classes in 2011-2012, to 41 in 2012-13 and 38 classes in 2013-14.

  • Of our nearly 200 active volunteers, 150 have signed up since the spring of 2012. ;

  • JA Big Bend was nominated as a finalist for 2014 Nonprofit of the Year by the Greater Tallahassee Chamber of Commerce. 
  • Increase JA programs- although our goal to double JA classes was achieved in 2013-14, the demand for JA programming continues to be higher than current funding is able to provide.
Goals for 2015
  • Increase grant and donor funding- Our ability to expand programming depends on increased funding. JA Big Bend began writing grants in 2014, and has a plan to apply monthly in the upcoming year.   

  • Increased visibility in the schools and in the community at large-JA Big Bend continues to strive to increase its visibility. Although JA has existed for almost 100 years, our local area has not been exposed to JA; therefore, unlike other areas around the country, there is no alumni, and unless a teacher has been exposed directly through their school, they know very little if anything about JA.

Background Statement

Junior Achievement Big Bend provides volunteers, materials, scheduling and training, at no cost to the schools.

Junior Achievement programs reach more than 4 million students across the United States each year, and are taught by trained volunteers who deliver engaging materials through real life experiences. Locally, Junior Achievement Big Bend has reached over 20,000 students in 16 area schools, and will reach nearly 3,000 students in 2014-15.

Local supporters and volunteers are proud to bring JA programs into the classroom while strongly supporting the expansion of Junior Achievement for our underserved and at-risk youth.

JA offers a variety of opportunities within our community for volunteers to help students better understand personal finance and the relationships between business, employees, government, and consumers within our free enterprise system.  While our goal is to reach all of our students in Leon County, our business and community partners are especially sensitive to the need for JA programming in our local 21st Century schools (Title 1). JA Big Bend also hosts programming for Boys and Girls Town of North Florida, Capital Region YMCA, Communities In Schools, and Pace School for Girls.  Lastly, we have established longtime partnerships with Leon County Schools, Volunteer Leon, Tallahassee Community College and The Florida State University, Volunteer Florida, and the Greater Tallahassee Chamber of Commerce, and The Jim Moran Institute for Global Entrepreneurship.
 
In-Class Programs
Junior Achievement delivers a sequential pipeline of programs to K-12 students during the school day, which include concepts on business, financial literacy, entrepreneurship and the relevance of education to future success. Each program consists of 5 to 7 one-hour sessions which can be taught in one day, consecutive days or consecutive weeks, delivered by one of our JA volunteers.
Service Categories
Elementary & Secondary Schools
Youth Development-Business
Business and Industry
Areas of Service
Areas Served
Areas
Gadsden
Jefferson
Leon
Liberty
Wakulla
Description  

Elementary School programs begin by illustrating how people assume roles as individuals, workers, and consumers which begins with self and family. 

Middle School  introduces students to the economics of households and business by focusing on the job market, the world of work, and personal finance. By helping students identify their personal interests and the skills they learn in school, they begin to explore career opportunities within a changing, global job market.

High School programs focus specifically on the 3 pillars of JA: work readiness, entrepreneurship, and personal finance. All JA programs emphasize the importance and benefits of post-secondary and vocational educations, work experience, and making sound financial decisions. These skills and experiences will help students own their economic success and become the new generation of productive citizens and workers.

Budget $75,000.00
Category Education, General/Other Elementary & Secondary Education
Population Served K-12 (5-19 years), General/Unspecified, At-Risk Populations
Short Term Success In the Benchmark Study conducted by JA North Florida during 2012-2013, results concluded that 90% of teachers and 85% of students felt that the students have a better understanding of business/economics after participating in JA.  Junior Achievement helps young people connect relevant learning with the importance of staying in school. In order for students to be successful, they must become actively engaged in and develop a personal desire to increase knowledge. JA programs are intentionally designed to enhance academic curriculum, demonstrate real-world relevance, introduce skill/interest alignment with career paths, and provide exposure to career opportunities .
 
Long term Success

JA Big Bend reaches nearly 3,000 students in 18 area schools each year, but serves less than 10% of our student population. As JA Big Bend continues to expand, the long term goal is to offer JA programming to every student in Leon County.

With a global economy driven by 21st century skills; technological innovation happening at an unprecedented level; and a growing need for science, math and other STEM skills in today's workplace, achieving the American Dream is becoming a greater challenge for today's young people. To address this challenge, JA is developing a comprehensive initiative that merges JA's proven volunteer-based delivery model with the latest technology to create a blended learning environment that provides a relevant, responsive and innovative portfolio of learning experiences. The health of a nation is largely influenced by the make-up of the current and future workforce, and JA Big Bend looks forward to improving the lives of our economy and community.






Program Success Monitored By

Following the completion of classes each year, all teachers and volunteers will be asked to complete an in-class or online satisfaction survey. This survey allows us to measure success and obtain feedback on how we can improve our services and programs, Class completion form and registration forms will be sent to all teachers in May asking them to pre-register for their requested JA programs for the following school year. This is our most apparent tool for measurement, as teachers' perceived benefit of a JA program is directly connected to them registering again for the program in the future.

 
Examples of Program Success  

Since the formation of JA Big Bend  in January 2013, the overall number of programs  has increased  tremendously.  In the spring of 2013, the number of JA programs went from 47 to 79 over the previous  spring semester- a 68% increase. High school programming has increased  from 9 classes in the spring of 2012, to 28 for the spring of 2013 -a 211% increase. Also,  over the past  10 years,  in addition  to serving nearly  18,000 local students, JA Big Bend  is proud  to have  fostered 166 active volunteers, with almost  100 having joined  JA Big Bend over the past  18 months. Additionally,  after substantial commitments to grow the JA program  in Leon  County, JA Big Bend's annual report reflected  a balanced  budget, having collected  100% of its donor commitments while meeting impressive goals for increased JA programming  in 2012-2013.

Program Comments
CEO Statement/Executive Director/Board Comments
Board Chair
Board Chair Trish Neely
Company Affiliation FBMC
Term July 2014 to June 2015
Email tneely@fbmc.com
Board Co-Chair
Board CoChair Christopher Mills
Company Affiliation Regions Bank
Term July 2014 to June 2015
Email christopher.mills@regions.com
Board Members
NameAffiliation
Leanne Adkins Tallahassee Memorial Healthcare
Ryan Aughtry Waddell & Reed
Michael Campbell The Jim Moran Institute for Global Entrepreneurship
Michael Carroll Martin Marietta
William Dickerson Dickerson Landscaping
Brett Doster Frontline Strategies
Jim ` English First Florida Credit Union
Renard Head Florida Blue
John Matthews United Healthcare
Martina McDowell Manpower
Michelle McGinnley Accenture
John Medina Six Pillars Financial Advisors
Ron Miller Leon County R&D Authority/ Innovation Park
Christopher Mills Regions Bank
Trish Neely FBMC Benefits Management
Kay Pelt-Walker Volunteer Leon
Traci Poucher CAMPUS USA Credit Union
Julia E. Smith Julia E. Smith, P.A.
Bernie W. Smith FBMC Benefits Management
LeAnne Staalenburg Capital City Bank
Andrea Stephenson Charles Schwab & Co., Inc.
Cheryl Thompson Capital City Bank
Charlie Waters Consultant
Board Demographics - Ethnicity
African American/Black 3
Asian American/Pacific Islander 0
Caucasian 20
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 12
Female 11
Governance
Board Term Lengths 1
Board Term Limits 0
Board Meeting Attendance % 70%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 15%
Percentage Making In-Kind Contributions 3%
Number of Full Board Meetings Annually 6
Standing Committees
Finance
Distributions / Grant Making
Fundraising
Marketing
Nominating
Program / Program Planning
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Volunteer
Executive Director/CEO
Executive Director Kristi Strickland
Term Start Aug 2011
Email kristi@jabigbend.org
CEO/Executive Director Current Compensation 40,000
Experience  
  • Bachelor of Science, Secondary Education, Florida State University
  • Community Relations Manager NRG Industries, Inc.: marketing, governmental affairs, permitting and compliance
  • Community Relations: Tallahassee Senior Center
  • Volunteer: Leon County’s Supervisor of Elections                 
                      The Tallahassee Ballet                                 
                      Neighborhood activist/CONA/Homeowners Assoc.
                      Leon County Schools
Staff
Full Time Staff 1
Part Time Staff 0
Volunteers 200
Contractors 0
Retention Rate 1%
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation N/A
Senior Management Formal Evaluation Frequency N/A
NonManagement Formal Evaluation N/A
Non Management Formal Evaluation Frequency N/A
Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Under Development
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy Yes
Fiscal Year
Fiscal Year Start July 01 2014
Fiscal Year End June 30 2015
Projected Revenue $96,634.00
Projected Expenses $70,556.00
Spending Policy Income Only
Form 990s
9902014
9902013
9902012
IRS Letter of Dtermination
Detailed Financials
 
 
Expense Allocation
Fiscal Year201420132012
Program Expense$60,717$35,627--
Administration Expense------
Fundraising Expense$2,570----
Payments to Affiliates------
Total Revenue/Total Expenses1.191.04--
Program Expense/Total Expenses96%100%--
Fundraising Expense/Contributed Revenue3%0%--
Assets and Liabilities
Fiscal Year201420132012
Total Assets$15,202$2,295--
Current Assets$14,685$1,583--
Long-Term Liabilities$0$0--
Current Liabilities$1,476$166--
Total Net Assets$13,726$2,128--
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities9.959.54--
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets0%0%--
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
Foundation Comments
  • Financial figures were taken from the in house financial statements
Additional Documents
State Charitable Solicitations Permit
Nonprofit Junior Achievement Big Bend
Address PO Box 14268
Tallahassee, FL 32317
Primary Phone 850 544-5510
Contact Email wecare@jabigbend.org
CEO/Executive Director Kristi Strickland
Board Chair Trish Neely
Board Chair Company Affiliation FBMC
Year of Incorporation 2012