SARASOTA MEMORIAL HEALTHCARE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SARASOTA MEMORIAL HEALTHCARE FOUNDATION (EIN 51-0188568)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-03
- IRS object ID
- 202002169349300445
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-03T16:57:49-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510188568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARASOTA MEMORIAL HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9419171286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 SO OSPREY AVE NO B4 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34239 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PETTIT | PersonNm |
| Person Title | VP FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 9419171286 | PhoneNum |
| Signature | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.101.221.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-28 | IPDt |
| IP Tm | 11:08:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E5084C97A6F2875EEDD3B03AA5A147A03634CA7D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 714E6C1B206DC3F987CF9E146D19709275A9BB1D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT PETTIT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 SO OSPREY AVE NO B4 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,345,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMHF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SARASOTA MEMORIAL HEALTHCARE FOUNDATION, INC. IS AN INDEPENDENT CHARITABLE ORGANIZATION WORKING TOGETHER WITH SARASOTA MEMORIAL HEALTH CARE SYSTEM AND OTHERS TO ENSURE WORLD CLASS HEALTHCARE THROUGHOUT OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 145 | TotalVolunteersCnt |
| Total Gross UBI | $22,211 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,763 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,074,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,336,477 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,515,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,045,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$48,731 | PYOtherRevenueAmt |
| CY Other Revenue | -$64,933 | CYOtherRevenueAmt |
| PY Total Revenue | $12,540,677 | PYTotalRevenueAmt |
| CY Total Revenue | $16,317,202 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,480,100 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,279,946 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,735,521 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,848,820 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $180,931 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $146,153 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,782,782 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $997,526 | PYOtherExpensesAmt |
| CY Other Expenses | $1,019,718 | CYOtherExpensesAmt |
| PY Total Expenses | $8,394,078 | PYTotalExpensesAmt |
| CY Total Expenses | $8,294,637 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,146,599 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,022,565 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,991,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,851,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,846,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,832,039 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,144,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,019,080 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SARASOTA MEMORIAL HEALTHCARE FOUNDATION, INC. IS AN INDEPENDENT CHARITABLE ORGANIZATION WORKING TOGETHER WITH SARASOTA MEMORIAL HEALTH CARE SYSTEM AND OTHERS TO ENSURE WORLD CLASS HEALTHCARE THROUGHOUT OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,038,681 | ExpenseAmt |
| Grant | $1,038,681 | GrantAmt |
| Desc | GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL AND OTHER NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS IN SARASOTA COUNTY FOR RESEARCH, PATIENT CARE AND OTHER NEEDS WITH PROGRAMS THAT WILL IMPROVE EFFICIENCY, EFFECTIVENESS, PATIENT SAFETY, AVAILABILITY AND ADVOCACY OF HEALTH CARE IN AN ENVIRONMENT OF WELL BEING FOR OVER 993,000 INPATIENT AND OUTPATIENT/PHYSICIAN VISITS PER YEAR. SARASOTA MEMORIAL HOSPITAL IS THE ONLY HOSPITAL IN FLORIDA TO CONSISTENTLY EARN THE HIGHEST 5-STAR RATING FROM THE FEDERAL CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) AND HAS RECEIVED 3 CONSECUTIVE "A" GRADES FOR PATIENT SAFETY BY THE LEAPFROG GROUP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,377,672 | ExpenseAmt |
| Grant | $3,377,672 | GrantAmt |
| Desc | GRANTS TO SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL FOR FACILITIES AND EQUIPMENT THAT WILL PROVIDE THE MOST ADVANCED, STATE OF THE ART TREATMENTS AND HIGHEST QUALITY OF CARE AND COMFORT FOR OVER 33,200 INPATIENTS, PLUS 3,519 BIRTHS AND 3,457 TRAUMA PATIENTS ANNUALLY. IT IS RANKED #1 IN THE SUNCOAST AND "BEST HOSPITAL" IN THE SOUTH FLORIDA REGION FOR OVERALL CARE, BY U.S. NEWS & WORLD REPORT, AND IS ONE OF JUST 48 HOSPITALS TO RECEIVE THE TOP RATINGS IN ALL NINE PROCEDURES AND CONDITIONS U.S. NEWS EVALUATED IN ITS 2017-18 BEST HOSPITALS REPORT. SARASOTA MEMORIAL HOSPITAL IS ONE OF BECKER'S HEALTHCARE REVIEW'S "AMERICA'S TOP 100 HOSPITALS. IT IS ALSO RANKED AMONG THE 50 TOP CARDIOVASCULAR HOSPITALS FOR SUPERIOR HEART CARE BY TRUVEN HEALTH ANALYTICS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $863,593 | ExpenseAmt |
| Grant | $863,593 | GrantAmt |
| Desc | COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL FOR PROFESSIONAL AND COMMUNITY EDUCATION PROGRAMS REPRESENTING CONTINUING MEDICAL AND PROFESSIONAL EDUCATION, PROFESSIONAL CERTIFICATION AND ONGOING EDUCATIONAL PROGRAMS FOR OVER 900 PHYSICIANS, 5,700 NURSES, THERAPISTS AND OTHER EMPLOYEES AS WELL AS PATIENTS, THEIR FAMILIES AND THE PUBLIC. SARASOTA MEMORIAL HOSPITAL IS THE ONLY HOSPITAL IN THE REGION TO EARN MAGNET NURSING SERVICES RECOGNITION, THE NATION'S HIGHEST HONOR FOR NURSING EXCELLENCE, AND WAS NAMED ONE OF 150 "GREAT PLACES TO WORK IN HEALTHCARE" BY BECKERS HEALTHCARE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,908 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | EDUCATIONAL PUBLICATION AND SYMPOSIA FOR THE DISSEMINATION OF HEALTH CARE NEWS AND INFORMATION TO MEDICAL PROFESSIONALS AND THE COMMUNITY, INCLUDING A PUBLICATION WITH CIRCULATION OF 50,000 ISSUED THREE TIMES PER YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $62,908 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,342,854 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT PETTIT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9419171286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 OSPREY AVE SUITE B4 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34239 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT G BARTNER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ARIANE M DART | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H DEJONGH | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD S JOHNSON | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS F KELLY MD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS E LEVY | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT P MARTIN | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX MILLER | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN E MITCHELL | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL MORGANROTH MD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE R SASLAW | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES R SAVIDGE III | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L TAYLOR | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET WISE | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L WOOD | |||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP A DELANEY JR | |||||||
| EXEC COMMITTEE MEMBER-AT-L | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH KABINOFF | |||||||
| EXEC COMMITTEE MEMBER-AT-L | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM A STANFORD | |||||||
| EXEC COMMITTEE MEMBER-AT-L | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J VALENTINO | |||||||
| EXEC COMMITTEE MEMBER-AT-L | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY EVELYN GUYTON | |||||||
| SECRETARY | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES W SHIVERY | |||||||
| VICE CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM E CHAPMAN II | |||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JIM D SYPRETT | |||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RICHARD GERRITY | |||||||
| TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PRISCILLA R MITCHELL | |||||||
| SENIOR VICE PRESIDENT & CF | 50.00 | $247,398 | $0 | $9,260 | Yes (X) | ||
| G MASON AYRES | |||||||
| PRESIDENT | 50.00 | $252,105 | $0 | $27,448 | Yes (X) | ||
| BOBBY PETTIT | |||||||
| VP FINANCE & OPERATIONS | 50.00 | $0 | $0 | $0 | Yes (X) | ||
| DEBRA COLEMAN | |||||||
| DIR. OF DEVELOPMENT | 50.00 | $158,477 | $0 | $8,760 | Yes (X) | ||
| SALLY A SCHULE | |||||||
| DIR. OF COMMUNITY ENGAGEME | 50.00 | $138,380 | $0 | $8,760 | Yes (X) | ||
| PATRICK J MCQUILLAN | |||||||
| DIR. OF DEVELOPMENT | 50.00 | $114,088 | $0 | $28,240 | Yes (X) | ||
| CRAIG A MORAN | |||||||
| DIR. OF DEVELOPMENT | 50.00 | $148,301 | $0 | $8,760 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,058,749 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,228 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE RITZ-CARLTON | |||||
| 1111 RITZ-CARLTON DR | SARASOTA | FL | 34236 | EVENTS & ACCOMODATIONS | $350,249 |
| CAMPBELL & CO | |||||
| ONE EAST WACKER DR STE 2100 | CHICAGO | IL | 60601 | CONSULTING | $146,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,699,943 | FundraisingAmt |
| All Other Contributions | $12,636,534 | AllOtherContributionsAmt |
| Noncash Contributions | $766,708 | NoncashContributionsAmt |
| Total Contributions | $14,336,477 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,211,018 | TotalRevenueColumnAmt |
| Exclusion | $1,211,018 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,128,203 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,293,563 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $834,640 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $834,640 | TotalRevenueColumnAmt |
| Exclusion | $834,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $532,469 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,699,943 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $734,850 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$202,381 | TotalRevenueColumnAmt |
| Exclusion | -$202,381 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP K-1 | 900099 | $133,561 | $22,211 | $111,350 |
| OTHER INCOME | 900099 | $3,887 | $3,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $137,448 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,317,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,211 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,958,514 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,279,946 | TotalAmt |
| Program Services | $5,279,946 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,425 | TotalAmt |
| Management And General | $203,667 | ManagementAndGeneralAmt |
| Fundraising | $300,758 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115,948 | TotalAmt |
| Management And General | $371,142 | ManagementAndGeneralAmt |
| Fundraising | $744,806 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,317 | TotalAmt |
| Management And General | $68 | ManagementAndGeneralAmt |
| Fundraising | $7,249 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,816 | TotalAmt |
| Management And General | $49,611 | ManagementAndGeneralAmt |
| Fundraising | $78,205 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,314 | TotalAmt |
| Management And General | $36,392 | ManagementAndGeneralAmt |
| Fundraising | $56,922 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,026 | TotalAmt |
| Management And General | $33,026 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,775 | TotalAmt |
| Management And General | $23,775 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,153 | TotalAmt |
| Fundraising | $146,153 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,405 | TotalAmt |
| Management And General | $23,405 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,797 | TotalAmt |
| Fundraising | $187,797 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,111 | TotalAmt |
| Management And General | $35,557 | ManagementAndGeneralAmt |
| Fundraising | $102,554 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,628 | TotalAmt |
| Management And General | $24,814 | ManagementAndGeneralAmt |
| Fundraising | $24,814 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,301 | TotalAmt |
| Management And General | $1,260 | ManagementAndGeneralAmt |
| Fundraising | $5,041 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,618 | TotalAmt |
| Management And General | $5,618 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,120 | TotalAmt |
| Management And General | $17,200 | ManagementAndGeneralAmt |
| Fundraising | $34,920 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,423 | TotalAmt |
| Management And General | $16,423 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| FEDERAL TAX PAYMENTS | $732 | $732 | ||
| PURCHASED SERVICES | $348,089 | $280,240 | $67,849 | |
| EDUCATIONAL PUBLICATION | $62,908 | $62,908 | ||
| MAINTENANCE | $42,857 | $17,143 | $25,714 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,928 | TotalAmt |
| Management And General | $28,928 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,294,637 | TotalAmt |
| Program Services | $5,342,854 | ProgramServicesAmt |
| Management And General | $1,169,001 | ManagementAndGeneralAmt |
| Fundraising | $1,782,782 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75 | BOYAmt |
| EOY | $75 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,101,375 | BOYAmt |
| EOY | $6,101,628 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,993,961 | BOYAmt |
| EOY | $6,375,836 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,615 | BOYAmt |
| EOY | $2,778 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,146 | BOYAmt |
| EOY | $215,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $861,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $727,550 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,443 | BOYAmt |
| EOY | $134,074 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,877,596 | BOYAmt |
| EOY | $37,352,204 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,564,910 | BOYAmt |
| EOY | $6,669,155 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,991,121 | BOYAmt |
| EOY | $56,851,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,600 | BOYAmt |
| EOY | $159,960 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,664,771 | BOYAmt |
| EOY | $8,545,059 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,757 | BOYAmt |
| EOY | $127,020 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,846,128 | BOYAmt |
| EOY | $8,832,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,961,150 | BOYAmt |
| EOY | $13,202,516 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,443,172 | BOYAmt |
| EOY | $25,974,769 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,740,671 | BOYAmt |
| EOY | $8,841,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,144,993 | BOYAmt |
| EOY | $48,019,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,991,121 | BOYAmt |
| EOY | $56,851,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,022,565 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$817,380 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $668,902 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,906,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,577,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,470,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,074,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,336,477 | CurrentTaxYearAmt |
| Total | $40,365,089 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,906,006 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,577,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,470,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,074,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,336,477 | CurrentTaxYearAmt |
| Total | $40,365,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,855,789 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,509,300 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,160,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $709,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $447,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $723,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,211,018 | CurrentTaxYearAmt |
| Total | $4,251,550 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $4,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,763 | CurrentTaxYearAmt |
| Total | $29,276 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,576 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$504 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,238 | CurrentTaxYearAmt |
| Total | $140,539 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,786,454 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,094,109 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | DECORATIVE | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,048,035 | BeginningYearBalanceAmt |
| Contributions | $122,053 | ContributionsAmt |
| Investment Earnings Or Losses | $749,320 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $710,766 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,208,642 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,881,059 | BeginningYearBalanceAmt |
| Contributions | $100,237 | ContributionsAmt |
| Investment Earnings Or Losses | $1,764,012 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $697,273 | GrantsOrScholarshipsAmt |
| End Year Balance | $29,048,035 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,676,546 | BeginningYearBalanceAmt |
| Contributions | $111,906 | ContributionsAmt |
| Investment Earnings Or Losses | $2,771,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $678,697 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,881,059 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,172,362 | BeginningYearBalanceAmt |
| Contributions | $1,112,114 | ContributionsAmt |
| Investment Earnings Or Losses | $1,739,368 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $346,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $710 | OtherExpendituresAmt |
| End Year Balance | $25,676,546 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,152,853 | BeginningYearBalanceAmt |
| Contributions | $154,011 | ContributionsAmt |
| Investment Earnings Or Losses | -$881,118 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $253,384 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,172,362 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30270 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $861,624 | OtherCostOrOtherBasisAmt |
| Depreciation | $727,550 | DepreciationAmt |
| Book Value | $134,074 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $134,074 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN CHARITABLE TRUSTS | $106,589 |
| BEQUESTS RECEIVABLE | $5,285,359 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $911,415 |
| CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS | $337,792 |
| ASSETS HELD ON BEHALF OF SARASOTA MEMORIAL HEALTH CARE SYSTEM | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,669,155 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $41,139 |
| LIABILITY UNDER TRUST AGREEMENTS | $57,881 |
| ASSETS HELD ON BEHALF OF SARASOTA MEMORIAL HEALTH CARE SYSTEM | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $127,020 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,126,878 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$817,380 | NetUnrealizedGainsInvstAmt |
| Recoveries Prior Year Grants | $859,169 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$75,147 | OtherRevenueAmt |
| Revenue Not Reported | -$33,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,160,236 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,405 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $133,561 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $156,966 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,317,202 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,252,791 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,252,791 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,405 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $18,441 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $41,846 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,294,637 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE ART COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS SINCE THE FOUNDATION'S INCEPTION, ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS, WHICH IS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE FOUNDATION'S COLLECTIONS ARE MADE UP OF ART OBJECTS THAT ARE HELD FOR CURATORIAL PURPOSES. EACH OF THE ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. NONE OF THE COLLECTION ITEMS WERE DEACCESSIONED DURING THE YEARS ENDED SEPTEMBER 30, 2019 OR 2018. |
| PART III, LINE 4: | THE ART COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS SINCE THE FOUNDATION'S INCEPTION, ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS, WHICH IS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THE FOUNDATION'S COLLECTIONS ARE MADE UP OF ART OBJECTS THAT ARE HELD FOR CURATORIAL PURPOSES. EACH OF THE ITEMS ARE CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. NONE OF THE COLLECTION ITEMS WERE DEACCESSIONED IN 2019 OR 2018. |
| PART V, LINE 4: | THE INCOME FROM ENDOWMENT IS USED TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE ORGANIZATION ACCORDING TO THE RESTRICTIONS DESCRIBED BY THE DONOR, OR THE BOARD OF TRUSTEES IN THE CASE OF BOARD DESIGNATED ENDOWMENTS. |
| PART X, LINE 2: | UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON PERPETUAL TRUSTS -18,849. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -56,298. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT INCOME FROM SCHEDULE K-1'S 133,561. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES REPORTED ON K-1'S RECEIVED 18,441. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E WACKER DR STE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $146,153 | GrossReceiptsAmt |
| Retained By Contractor | $146,153 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $146,153 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $146,153 | TotalRetainedByContractorsAmt |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOSPITAL GALA | Event1Nm |
| Gross Receipts Event1 | $1,697,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,273,425 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $424,475 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $28,477 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $236,807 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,939 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $112,604 | OtherDirectExpensesEvent1Amt |
| Event2 | WOMEN & MEDICINE | Event2Nm |
| Gross Receipts Event2 | $205,725 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $163,490 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $42,235 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $25,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $18,206 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $328,787 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $263,028 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $65,759 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $27,053 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $42,314 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $100,697 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,785 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $121,968 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,232,412 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,699,943 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $532,469 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $27,053 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $70,791 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $362,504 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,724 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $252,778 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $734,850 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$202,381 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FIXED SERVICE FEES FOR FUNDRAISING COUNSEL; CONSULTANT SUBMITS RECEIPTS FOR EXPENSE REIMBURSEMENT AT COST. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SARASOTA COUNTY PUBLIC HOSPITAL BOARD SARASOTA MEMORIAL HEALTHCARE SYSTEMS | |||||||
| 1700 S TAMIAMI TRAIL | SARASOTA | FL | 34239 | 596012500 | SARASOTA COUNTY | $5,067,189 | EDUCATION, FACILITIES AND EQUIPMENT, PATIENT CARE AND OTHER |
| CHABAD LUBAVITCH OF SARASOTA & MANATEE COUNTIES INC | |||||||
| 7700 BENEVA RD | SARASOTA | FL | 34238 | 650234425 | 501(C)(3) | $10,000 | EDUCATION AND SUPPORT FOR GERIATRIC SYMPOSIUM |
| INTERNATIONAL SOCIETY FOR CARDIOVASCULAR DISEASE PREVENTION INC | |||||||
| 1950 ARLINGTON ST SUITE 300 | SARASOTA | FL | 34236 | 814098165 | 501(C)(3) | $25,000 | EDUCATION AND SUPPORT FOR CARDIOVASCULAR DISEASE PREVENTION SYMPOSIUM |
| SUNCOAST COMMUNITIES BLOOD BANK | |||||||
| 1760 MOUND STREET | SARASOTA | FL | 34236 | 590873275 | 501(C)(3) | $71,486 | BLOOD FREEZER/STORAGE |
| SENIOR FRIENDSHIP CENTERS | |||||||
| 1888 BROTHER GREEN WAY | SARASOTA | FL | 34236 | 591522614 | 501(C)(3) | $100,000 | SUPPORT FOR UNINSURED PATIENT FUND |
| COASTAL BEHAVIORAL HEALTHCRAE INC | |||||||
| 1565 STATE STREET | SARASOTA | FL | 34236 | 591432136 | 501(C)(3) | $6,271 | MEDICAL EQUIPMENT FOR CRISIS STABILIZATION UNIT AND COMPASS RESIDENTIAL CENTER PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE RESTRICTED TO QUALIFIED EXEMPT HEALTH CARE-RELATED ORGANIZATIONS WITHIN SARASOTA COUNTY, FLORIDA. PRIOR TO AUTHORIZING DISBURSMENTS, THE BOARD OF TRUSTEES DETERMINES THAT ORGANIZATIONS TO RECEIVE PAYMENT ARE: (1) A LOCAL GOVERNMENTAL UNIT AS DESCRIBED IN SECTION 170 (B), OR (2) AN ORGANIZATION OTHERWISE EXEMPT UNDER 501(C)(3) BY EXAMINING THE ORGANIZATION'S LETTER AND THAT THE USE OF THE GRANT IS FOR CHARITABLE PURPOSES DESCRIBED IN SECTIONS 170(C(1) AND 170(B). THE SARASOTA COUNTY PUBLIC HOSPITAL BOARD, SARASOTA MEMORIAL HOSPITAL IS A LOCAL GOVERNMENTAL UNIT DESCRIBED IN SECTION 170(B). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRISCILLA R MITCHELL | ||||||||||||||
| SENIOR VICE PRESIDENT & CF | $235,136 | $0 | $12,262 | $0 | $0 | $0 | $0 | $0 | $9,260 | $0 | $256,658 | $0 | $0 | $0 |
| G MASON AYRES | ||||||||||||||
| PRESIDENT | $219,480 | $0 | $32,625 | $0 | $0 | $0 | $0 | $0 | $27,448 | $0 | $279,553 | $0 | $0 | $0 |
| DEBRA COLEMAN | ||||||||||||||
| DIR. OF DEVELOPMENT | $158,477 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,760 | $0 | $167,237 | $0 | $0 | $0 |
| CRAIG A MORAN | ||||||||||||||
| DIR. OF DEVELOPMENT | $141,301 | $0 | $7,000 | $0 | $0 | $0 | $0 | $0 | $8,760 | $0 | $157,061 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $766,708 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE/FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | VOLUNTEER GOVERNING BOARD OF TRUSTEES PLUS VOLUNTEER COMMITTEE CHAIRS AND MEMBERS FOR SPECIAL EVENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | EACH MEMBER OF THE BOARD OF TRUSTEES RECEIVES AN ELECTRONIC COPY OF THE ENTIRE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS, EMPLOYEES AND MEMBERS OF ANY COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ARE COVERED BY THE POLICY AND ARE REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST WHICH MAY BE A CONFLICT OF INTEREST. A PERSON HAS A FINANCIAL INTEREST IF THE PERSON IS 1) AN OFFICER OR DIRECTOR OR EMPLOYEE OF AN ORGANIZATION WHICH IS APPLYING FOR OR RECEIVING A GRANT FROM THE FOUNDATION, 2) HAS AN OWNERSHIP OR INVESTMENT INTEREST OF GREATER THAN 5% IN ANY ENTITY WITH WHICH THE FOUNDATION HAS A TRANSACTION OR ARRANGEMENT, AND/OR 3) HAS A COMPENSATION ARRANGEMENT WITH THE FOUNDATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE FOUNDATION HAS A TRANSACTION OR ARRANGEMENT. COMPENSATION INCLUDES DIRECT AND INDIRECT REMUNERATION AS WELL AS GIFTS OR FAVORS REASONABLY CONSIDERED NOT INSUBSTANTIAL. THE INTERESTED PERSON IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES OR MEMBERS OF COMMITTEES CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. A CONFLICT MAY BE DECLARED BY THE INTERESTED PERSON WITHOUT FURTHER ACTION, OR THE BOARD OR COMMITTEE MAY MAKE A DETERMINATION AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS. AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE MEETING WHILE THE BOARD OR COMMITTEE DISCUSSES THE MATTER AND DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED TRUSTEES OR COMMITTEE MEMBERS WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, 1) THE BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE PROPOSED TRANSACTION WHICH INVOLVES A CONFLICT OF INTEREST, OR 2) THE BOARD OR COMMITTEE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND WHETHER TO PROCEED OR REJECT THE PROPOSAL. DURING THE DISCUSSION AND VOTE ON THE MATTER, THE INTERESTED PERSON WITH THE CONFLICT OF INTEREST SHALL NOT BE PRESENT. A VOTING MEMBER OF THE BOARD OF TRUSTEES OR OF ANY COMMITTEE WHO RECEIVED COMPENSATION DIRECTLY OR INDIRECTLY FROM THE FOUNDATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE AS REQUIRED, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION GUIDELINES ASSIST THE BOARD IN FULFILLING ITS RESPONSIBILITIES TO ACHIEVE THE FOUNDATION'S GOALS AND OBJECTIVES ACCORDING TO THE MISSION STATEMENT AND UPDATED BY THE STRATEGIC PLAN. THE ALLOCATION OF FINANCIAL AND HUMAN RESOURCES IS DESIGNED FOR THAT PARTICULAR PURPOSE AND THE BOARD RECOGNIZES THAT ACHIEVING THE MISSION REQUIRES ATTRACTING, RETAINING AND REWARDING SKILLED EXECUTIVES AND PERSONNEL WITHIN APPROPRIATE GUIDELINES ESTABLISHED BY GOOD GOVERNANCE PRACTICES. THE BOARD WISHES TO ESTABLISH COMPENSATION INCENTIVES THAT ARE COMPETITIVE IN THE MARKET PLACE AND BALANCED BETWEEN SHORT AND LONG-TERM PERFORMANCE DESIGNED TO MOTIVATE AND REWARD MISSION DIRECTED PERFORMANCE THE GOVERNANCE AND COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE HEALTH AND FUNCTIONING OF THE BOARD OF TRUSTEES AND ENSURES THAT AN EFFECTIVE PERFORMANCE EVALUATION AND COMPENSATION PROCESS IS IN PLACE. DUTIES INCLUDE 1) FACILITATE THE ANNUAL PERFORMANCE REVIEW OF THE FOUNDATION PRESIDENT. INVITE PERFORMANCE FEEDBACK FROM ALL BOARD MEMBERS. AT AN ANNUAL EXECUTIVE SESSION OF THE BOARD, SHARE FEEDBACK, AND REACH CONSENSUS ON OVERALL PERFORMANCE RATING. 2) ANNUALLY RECOMMEND COMPENSATION AND BONUS LEVELS TO THE BOARD FOR THE FOUNDATION PRESIDENT. 3) REVIEW PERFORMANCE EVALUATIONS AND COMPENSATION FOR KEY STAFF MEMBERS. COMPENSATION FOR SENIOR EXECUTIVES MUST MEET STANDARDS UNDER IRS INTERMEDIATE SANCTIONS REGULATIONS AS THEY APPLY TO DISQUALIFIED PERSONS. THIS INCLUDES THE PRESIDENT AND OTHER KEY EMPLOYEES. COMPENSATION, FOR PURPOSES OF INTERMEDIATE SANCTIONS, INCLUDES ALL REMUNERATION. ANNUALLY THE FULL BOARD MEETS TO ESTABLISH THE MISSION-ORIENTED STRATEGY FOR THE COMING YEAR AND APPROVE THE ANNUAL PLAN FOR ALLOCATING FINANCIAL RESOURCES. THE STRATEGY WILL BECOME THE BASIS FOR ESTABLISHING PERFORMANCE GOALS FOR THE ORGANIZATION AS A WHOLE AND FOR INDIVIDUALS. THE GOVERNANCE AND COMPENSATION COMMITTEE ESTABLISHES MISSION-ORIENTED PERFORMANCE GOALS AND OVERALL COMPENSATION PHILOSOPHY FOR THE COMING YEAR BASED ON THE STRATEGY AND FINANCIAL RESOURCES. THE BOARD HAS DETERMINED THAT MERIT INCREASES AND BONUSES ARE BASED ON PERFORMANCE IN ACHIEVING THE FOUNDATION'S OBJECTIVES TO FULFILL THE MISSION AND STRATEGIC PLAN. THE BOARD HAS ALSO SET A GOAL THAT ALL EMPLOYEES, INCLUDING EXECUTIVES, RECEIVE MARKET COMPETITIVE COMPENSATION INCLUDING BENEFITS. THE PRESIDENT OR DESIGNEE EVALUATES EACH EMPLOYEE DURING THE ANNUAL PLANNING PROCESS AND COMPENSATION IS ADJUSTED BASED ON PERFORMANCE, THE BOARD APPROVED ANNUAL OPERATING PLAN, AND THE MARKET BASED SALARY POINT FOR THAT POSITION. THE PRESIDENT HAS PARAMETERS FOR TOTAL COMPENSATION PAID TO EMPLOYEES BASED ON THE BOARD APPROVED ANNUAL OPERATING PLAN AND IS REQUIRED TO INFORM THE EXECUTIVE COMMITTEE WHENEVER COMPENSATION WILL EXCEED THOSE PARAMETERS. THE GOVERNANCE AND COMPENSATION COMMITTEE EVALUATES THE PRESIDENT ANNUALLY AT THE END OF THE EACH FISCAL YEAR AND DETERMINES THE TOTAL COMPENSATION BASED ON PERFORMANCE, ACHIEVEMENT OF GOALS AND COMPARABLE COMPENSATION FOR LIKE POSITIONS IN SIMILAR ORGANIZATIONS. TO MEET THE REASONABLE STANDARD OF THE IRS, THE FOUNDATION HAS IDENTIFIED A GROUP OF ORGANIZATIONS MOST COMPARABLE TO THE FOUNDATION IN TERMS OF REVENUES AND THEIR SOURCES, SCOPE OF ACTIVITIES, MISSION, QUALITY OF STAFF THEY RECRUIT AND PUBLIC PROMINENCE. THE TOTAL COMPENSATION FOR THE CEO'S OF THESE ORGANIZATIONS IS USED TO DETERMINE REASONABLENESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -56,298. RETURN OF GRANT FUNDS 859,169. UNREALIZED GAIN ON PERPETUAL TRUSTS -18,849. NET INVESTMENT (INCOME) LOSS REPORTED ON SCHEDULE K-1'S RECEIVED -115,120. |
| FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS | THE AUDIT REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |