H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC (EIN 59-3238636)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349311620
- Schema version
- 2017v2.3
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T15:50:46-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 S COLLEGE ST STE 2500 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593238636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LEE MOFFITT CANCER CENTER & RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % YVETTE M LYONS TREMONTI | InCareOfNm |
| Business Name Control | HLEE | BusinessNameControlTxt |
| Phone | 8137454673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVETTE M LYONS TREMONTI | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 8137454673 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE N MELCHIOR | PreparerPersonNm |
| PTIN | P00488037 | PTIN |
| Phone | 7046323500 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.229.28.136 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56917520191355000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 19688482225DD9C09A64A40021CF3C6AC0670CA5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1C5A9EB9EF0B165CC9AED9FEA7E96EB5B16439E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN F LIST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,063,694 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOFFITT.ORG/GIVE-BACK | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE, MAINTAIN AND HOLD FUNDS FOR THE BENEFIT OF H. LEE MOFFITT CC&RI, INC. AND ITS SUBS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 59 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,633,835 | PYContributionsGrantsAmt |
| CY Contributions Grants | $25,960,962 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $962,454 | PYInvestmentIncomeAmt |
| CY Investment Income | -$930,735 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$112,539 | PYOtherRevenueAmt |
| CY Other Revenue | -$207,812 | CYOtherRevenueAmt |
| PY Total Revenue | $20,483,750 | PYTotalRevenueAmt |
| CY Total Revenue | $24,822,415 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,675,384 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,904,140 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,382,541 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,272,144 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $865,847 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $889,219 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,482,408 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,971,920 | PYOtherExpensesAmt |
| CY Other Expenses | $2,298,945 | CYOtherExpensesAmt |
| PY Total Expenses | $26,895,692 | PYTotalExpensesAmt |
| CY Total Expenses | $20,364,448 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,411,942 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,457,967 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,289,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,656,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,497,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,605,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $119,791,652 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,050,358 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY EXEMPT PURPOSE OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. IS TO RAISE, MAINTAIN AND HOLD FUNDS WHICH ARE PRIMARILY USED FOR THE BENEFIT OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES IN ACCORDANCE WITH RESTRICTIONS, IF ANY, IMPOSED BY DONORS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,235,704 | ExpenseAmt |
| Grant | $13,904,140 | GrantAmt |
| Desc | H.LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION, INC. ("MOFFITT FOUNDATION") WAS FOUNDED IN 1994 WITH THE SOLE PURPOSE OF SUPPORTING RESEARCH, PATIENT CARE AND EDUCATION AT H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE, INC. (MOFFITT INSTITUTE). IT IS A TAX-EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS AUTHORIZED TO ACCEPT CHARITABLE GIFTS ON BEHALF OF MOFFITT INSTITUTE. ALL CONTRIBUTIONS ARE TAX DEDUCTIBLE WITHIN THE LIMITS SET BY LAW. PHILANTHROPY IS CRITICAL TO THE MOFFITT MISSION - TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER - AND PHILANTHROPIC DONATIONS ARE DISSEMINATED ACROSS A WIDE SPECTRUM OF MOFFITT PROGRAMS AND SERVICES. MOFFITT FOUNDATION SOLICITS AND WELCOMES FINANCIAL GIFTS FROM DONORS WHO WISH TO SUPPORT THE WORK OF THE CANCER CENTER. CHARITABLE GIFTS PROVIDE AN IMPORTANT SOURCE OF FUNDING FOR MOFFITT'S EFFORTS IN TREATING AND CURING CANCER. DONORS MAY RESTRICT THEIR GIFTS FOR USE IN A SPECIFIC AREA OF CANCER RESEARCH, PATIENT CARE OR COMMUNITY EDUCATION. GIFTS ALSO MAY BE DIRECTED FOR USE IN AN AREA OF GREATEST NEED. THE MONEY RAISED BY THE FOUNDATION IS DISTRIBUTED FOR SUCH THINGS AS THE PURCHASE OF ADVANCED TECHNOLOGICAL EQUIPMENT, SUPPORT FOR RESEARCH LABORATORIES AND SUPPLIES, CANCER EDUCATION AND OUTREACH, LODGING, BIOMEDICAL LIBRARY, HEALTH DISPARITIES, SURVIVORSHIP AND INTEGRATIVE MEDICINE PROGRAMS. IN FY18, MOFFITT FOUNDATION'S TWO LARGEST FUNDRAISING EVENTS ARE AS FOLLOWS: THE MAGNOLIA BALL - ON SATURDAY, APRIL 14, 2018, MOFFITT CELEBRATED THE 25TH ANNIVERSARY OF THE MAGNOLIA BALL AT THE MARRIOTT WATERSIDE HOTEL & MARINA IN TAMPA, FLORIDA. IN JUST ONE EVENING, THIS SIGNATURE EVENT HOSTED MORE THAN 600 GUESTS AND RAISED $2.7 MILLION TO BENEFIT CANCER RESEARCH, EDUCATION AND PATIENT CARE. ATTENDEES ENJOYED THE EVENING'S EVENTS WHICH INCLUDED A MYSTERY WINE TABLE, LIVE AUCTION, REMARKS FROM MOFFITT LEADERSHIP, A MOVING PATIENT TESTIMONIAL AND AN EXTRAORDINARY CHALLENGE GIFT. MOFFITT CHAMPIONS, LES AND PAM MUMA, CHAIRED THIS YEAR'S BALL, WHILE THE BEACH BOYS ROCKED THE CROWD WITH A PRIVATE CONCERT. MOFFITT CANCER CENTER LUNCHEON - THE 2017 MOFFITT CANCER CENTER LUNCHEON WAS HELD AT THE NEWEST VENUE IN SARASOTA, FLORIDA - MICHAEL'S ON THE BAY AT MARIE SELBY GARDENS, ON WEDNESDAY, NOVEMBER 1. THE SOLD OUT EVENT RAISED MORE THAN $146,000 FOR MOFFITT AND WAS CHAIRED BY SARASOTA RESIDENTS ALISA PETTINGELL AND SUSAN JONES. GUESTS HEARD FROM KEYNOTE SPEAKERS DR. KEN TSAI AND DR. AMBER ORMAN AND LEFT WITH PLENTY OF TAKE AWAY TIPS AND TRICKS FOR A HEALTHY LIFESTYLE INCLUDING DIET RECOMMENDATIONS AND PRACTICAL REMINDERS TO HELP PROTECT THIS COASTAL COMMUNITY FROM THE HARSH RAYS OF THE SUN. | Desc |
| Total Program Service Expenses | $14,235,704 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YVETTE M LYONS TREMONTI | PersonNm |
| Phone | 8137457862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD C DROSTE | |||||||||
| DIRECTOR & CHAIRMAN | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER T KIRKWOOD ESQ | |||||||||
| DIRECTOR & VICE CHAIRMAN | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN H HILL III ESQ | |||||||||
| DIRECTOR & PAST CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CABALLERO | |||||||||
| DIRECTOR & SEC/TREAS | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BRAND | |||||||||
| DIRECTOR, PRES 3/25/18 | 56.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIERSTEN L ALLEN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL ANDERSON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN BARKETT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS BOSS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HON MONTEREY CAMPBELL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RONALD J CAMPBELL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER CAMPO | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN SENA CURD | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DUTKOWSKY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| S KATHERNINE FRAZIER ESQ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GONZMART | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHAY GRIESE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA GRUDEN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SEAN HYER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK LYNCH | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HON H LEE MOFFITT ESQ | |||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM U MORRISON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JIM OVERTON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA RYALS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LANSING SCRIVEN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK SOBERS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JACK SPANGLER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIM SWEERS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DONALD W WALLACE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JULIE WOOLEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW G KUPEC | |||||||||
| EVP FND PRES TO 3/24/18 | 55.0 | 0.0 | Yes (X) | $546,338 | $0 | $14,612 | |||
| LOUIS D DE LA PARTE | |||||||||
| EVP/GEN COUNSEL & ASST SEC | 5.0 | 52.0 | Yes (X) | $0 | $645,877 | $224,020 | |||
| JOHN A KOLOSKY | |||||||||
| EVP COO | 8.0 | 49.0 | Yes (X) | $0 | $909,515 | $612,343 | |||
| YVETTE M LYONS TREMONTI | |||||||||
| EVP - CFO & ASST TREASURER | 5.0 | 52.0 | Yes (X) | $0 | $745,032 | $209,133 | |||
| ELIZABETH S DUNN | |||||||||
| VP FOUNDATION | 55.0 | 0.0 | Yes (X) | $94,120 | $0 | $660 | |||
| CAROLEE EASON | |||||||||
| OPS/FINANCIAL SVCS DIR | 40.0 | 0.0 | $118,927 | $0 | $50,137 | Yes (X) | |||
| CINDY MCGIRK | |||||||||
| DIR DEVELOPMENT | 40.0 | 0.0 | $142,360 | $0 | $123,042 | Yes (X) | |||
| KATHLEEN WERNER | |||||||||
| SPEC EVENTS/MARKETING DIR | 40.0 | 0.0 | $121,745 | $0 | $35,321 | Yes (X) | |||
| WILLIAM S DALTON MD | |||||||||
| FRM PRES/CNTR DIR | 0.0 | 55.0 | $0 | $657,336 | $137,814 | Yes (X) | |||
| ALAN F LIST | |||||||||
| FRM PRES TO 12/18/16 | 0.0 | 57.0 | $0 | $1,453,278 | $334,441 | Yes (X) | |||
| SUSAN L STERN | |||||||||
| FRM VP FND TO 6/30/17 | 0.0 | 0.0 | $404,667 | $0 | $144,285 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,428,157 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,411,038 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,885,808 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRUESENSE MARKETING | |||||
| 155 COMMERCE DRIVE | FREEDOM | PA | 15042 | FUNDRAISING SERVICES | $1,073,564 |
| WHIG PARTY PRESENTS LLC | |||||
| 805 E CURTIS ST | TAMPA | FL | 33603 | ENTERTAINMENT SVCS. | $211,976 |
| ONSTAGE TALENT GROUP | |||||
| 860 VIA DE LA PAZ F-LOFT | PACIFIC PALISADES | CA | 90272 | ENTERTAINMENT SVCS. | $201,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,107,830 | FundraisingAmt |
| All Other Contributions | $23,853,132 | AllOtherContributionsAmt |
| Noncash Contributions | $396,599 | NoncashContributionsAmt |
| Total Contributions | $25,960,962 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,721,067 | TotalRevenueColumnAmt |
| Exclusion | $2,721,067 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,140,211 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,792,013 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,651,802 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,651,802 | TotalRevenueColumnAmt |
| Exclusion | -$3,651,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $241,454 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,107,830 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $449,266 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$207,812 | TotalRevenueColumnAmt |
| Exclusion | -$207,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,822,415 | TotalRevenueColumnAmt |
| Exclusion | -$1,138,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,904,140 | TotalAmt |
| Program Services | $13,904,140 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,422 | TotalAmt |
| Program Services | $75,642 | ProgramServicesAmt |
| Management And General | $280,808 | ManagementAndGeneralAmt |
| Fundraising | $399,972 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,516 | TotalAmt |
| Management And General | $294,516 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,477 | TotalAmt |
| Program Services | $116,943 | ProgramServicesAmt |
| Management And General | $802,892 | ManagementAndGeneralAmt |
| Fundraising | $826,642 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,452 | TotalAmt |
| Program Services | $6,724 | ProgramServicesAmt |
| Management And General | $49,903 | ManagementAndGeneralAmt |
| Fundraising | $42,825 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,118 | TotalAmt |
| Program Services | $6,605 | ProgramServicesAmt |
| Management And General | $138,443 | ManagementAndGeneralAmt |
| Fundraising | $42,070 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,159 | TotalAmt |
| Program Services | $13,043 | ProgramServicesAmt |
| Management And General | $92,044 | ManagementAndGeneralAmt |
| Fundraising | $83,072 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,549 | TotalAmt |
| Management And General | $17,753 | ManagementAndGeneralAmt |
| Fundraising | $796 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,494 | TotalAmt |
| Management And General | $1,494 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,219 | TotalAmt |
| Fundraising | $889,219 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,289 | TotalAmt |
| Management And General | $447,289 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,236 | TotalAmt |
| Management And General | $86,588 | ManagementAndGeneralAmt |
| Fundraising | $186,648 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,885 | TotalAmt |
| Management And General | $46,695 | ManagementAndGeneralAmt |
| Fundraising | $190 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,245 | TotalAmt |
| Management And General | $149,547 | ManagementAndGeneralAmt |
| Fundraising | $78,698 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,338 | TotalAmt |
| Management And General | $122,338 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,369 | TotalAmt |
| Management And General | $129,369 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,614 | TotalAmt |
| Management And General | $7,735 | ManagementAndGeneralAmt |
| Fundraising | $56,879 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,487 | TotalAmt |
| Management And General | $212,487 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,251 | TotalAmt |
| Management And General | $4,251 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOCATION OF INTERCO EXP | $0 | $50,098 | -$270,041 | $219,943 |
| OTHER FUNDRAISING | $541,317 | $541,317 | ||
| BAD DEBT EXPENSE | $65,750 | $65,750 | ||
| EDUCATIONAL EVENTS | $62,509 | $62,509 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,612 | TotalAmt |
| Management And General | $32,225 | ManagementAndGeneralAmt |
| Fundraising | $48,387 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,364,448 | TotalAmt |
| Program Services | $14,235,704 | ProgramServicesAmt |
| Management And General | $2,646,336 | ManagementAndGeneralAmt |
| Fundraising | $3,482,408 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,143,163 | BOYAmt |
| EOY | $7,373,556 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,378,382 | BOYAmt |
| EOY | $16,037,741 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,153 | BOYAmt |
| EOY | $90,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $372,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $372,540 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,660,081 | BOYAmt |
| EOY | $121,877,164 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,097,814 | BOYAmt |
| EOY | $1,276,861 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,289,593 | BOYAmt |
| EOY | $146,656,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,141,829 | BOYAmt |
| EOY | $550,927 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,356,112 | BOYAmt |
| EOY | $4,055,014 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,497,941 | BOYAmt |
| EOY | $4,605,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,703,970 | BOYAmt |
| EOY | $53,137,477 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,544,302 | BOYAmt |
| EOY | $72,411,442 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,543,380 | BOYAmt |
| EOY | $16,501,439 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,791,652 | BOYAmt |
| EOY | $142,050,358 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,289,593 | BOYAmt |
| EOY | $146,656,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,457,967 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,443,370 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,357,369 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $20,711,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,192,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,856,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,633,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,960,962 | CurrentTaxYearAmt |
| Total | $92,355,914 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,711,907 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,192,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,856,576 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,633,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,960,962 | CurrentTaxYearAmt |
| Total | $92,355,914 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,679,646 | SubstantialContributorsTotAmt |
| Public Support Total170 | $81,676,268 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,597,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,144,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,698,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,006,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,721,067 | CurrentTaxYearAmt |
| Total | $13,168,687 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,526,579 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,002,953 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77399 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: | UNCLAIMED PROPERTY 2013 AMOUNT: $ 1,576. |
| CLASS ACTION LAWSUIT | 2014 AMOUNT: $ 402. |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,429,259 | BeginningYearBalanceAmt |
| Contributions | $2,958,059 | ContributionsAmt |
| Investment Earnings Or Losses | $1,769,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $561,476 | OtherExpendituresAmt |
| End Year Balance | $23,595,622 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,525,421 | BeginningYearBalanceAmt |
| Contributions | $70,743 | ContributionsAmt |
| Investment Earnings Or Losses | $1,809,416 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $976,321 | OtherExpendituresAmt |
| End Year Balance | $19,429,259 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,358,437 | BeginningYearBalanceAmt |
| Contributions | $54,623 | ContributionsAmt |
| Investment Earnings Or Losses | $178,725 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,066,364 | OtherExpendituresAmt |
| End Year Balance | $18,525,421 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,785,910 | BeginningYearBalanceAmt |
| Contributions | $20,743 | ContributionsAmt |
| Investment Earnings Or Losses | $472,358 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $920,574 | OtherExpendituresAmt |
| End Year Balance | $19,358,437 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,532,070 | BeginningYearBalanceAmt |
| Contributions | $60,843 | ContributionsAmt |
| Investment Earnings Or Losses | $2,390,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $197,707 | OtherExpendituresAmt |
| End Year Balance | $19,785,910 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30070 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69930 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $214,324 | OtherCostOrOtherBasisAmt |
| Depreciation | $214,324 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $158,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $158,216 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $3,058,804 |
| CHARITABLE GIFT ANNUITIES | $996,086 |
| OTHER CURRENT LIABILITIES | $124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,055,014 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | MOFFITT FOUNDATION ENDOWMENT FUNDS PROVIDE FOR CURRENT AND FUTURE FUNDING NEEDS RELATED TO THE OPERATIONS OF MOFFITT INSTITUTE. |
| PART X, LINE 2: | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. DID NOT HAVE ANY UNCERTAIN POSITIONS IN ITS AUDITED FINANCIAL STATEMENTS. THE ASC-740 FOOTNOTE READS AS FOLLOWS: THE CANCER CENTER RECOGNIZES A TAX POSITION AFTER DETERMINING THAT A RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT (GREATER THAN 50% LIKELIHOOD) SUSTAIN THE POSITION FOLLOWING AN AUDIT AND RECORDS THESE BENEFITS AT THE AMOUNT MOST LIKELY TO BE REALIZED, ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| 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 (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| TRUESENSE MARKETING | ||||||||
| 155 COMMERCE DRIVE | FREEDOM | PA | 15042 | MAIL SOLICIT. | false | $2,020,330 | $744,453 | $1,275,877 |
| THE STELTER COMPANY | ||||||||
| PO BOX 5228 | DES MOINES | IA | 50305 | MULTICHNL SOLICIT. | false | $79,316 | $39,766 | $39,550 |
| DELTA 12 LLC DBA MAGUIRE STRATEGIE | ||||||||
| 606 14TH AVE NE | ST PETERSBURG | FL | 33701 | STRATEGY | false | $0 | $105,000 | -$105,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,099,646 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $889,219 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,210,427 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE MAGNOLIA BA | Event1Nm |
| Gross Receipts Event1 | $2,202,620 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,968,558 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $234,062 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $12,376 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $85,631 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $118,164 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $185,658 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $23,407 | OtherDirectExpensesEvent1Amt |
| Event2 | SARASOTA LUNCHE | Event2Nm |
| Gross Receipts Event2 | $146,664 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $139,272 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,392 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $375 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,254 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $7,401 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $2,349,284 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,107,830 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $241,454 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,376 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $86,006 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $134,418 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $185,658 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $449,266 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$207,812 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS: | (I) NAME OF FUNDRAISER: TRUESENSE MARKETING (I) ADDRESS OF FUNDRAISER: 155 COMMERCE DRIVE, FREEDOM, PA 15042 (I) NAME OF FUNDRAISER: THE STELTER COMPANY (I) ADDRESS OF FUNDRAISER: P.O. BOX 5228, DES MOINES, IA 50305 (I) NAME OF FUNDRAISER: DELTA 12, LLC, DBA MAGUIRE STRATEGIES (I) ADDRESS OF FUNDRAISER: 606 14TH AVE NE, ST PETERSBURG, FL 33701 |
| PART I, LINE 2B, COLUMN (V): | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HAS WRITTEN AGREEMENTS WITH OUR PROFESSIONAL FUNDRAISERS. THESE AGREEMENTS DISTINGUISH BETWEEN FEES FOR PROFESSIONAL FUNDRAISING SERVICES AND PAYMENTS OF FUNDRAISING EXPENSES. PAYMENTS OF FUNDRAISING EXPENSES TO TRUESENSE MARKETING AND THE STELTER COMPANY, WERE $165,728, AND $4,186, RESPECTIVELY. |
| PART I, LINE 2B, COLUMN (IV): | MAGUIRE STRATEGIES IS HELPING H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. WITH PROSPECT DISCOVERY FOR THE MAJOR GIVING PROGRAM. SINCE THIS RELATES TO FUNDRAISING STRATEGY FOR FUTURE MAJOR GIFTS, THERE ARE NO GROSS RECEIPTS LISTED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| H LEE MOFFITT CC&RI HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | 501(c)(3) | $1,399,172 | $439,052 | FMV | EQUIPMENT | PHILANTHROPIC DISTRIBUTIONS |
| H LEE MOFFITT CC&RI INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | 501(c)(3) | $9,821,500 | $2,086,839 | FMV | EQUIPMENT | PHILANTHROPIC DISTRIBUTIONS |
| H LEE MOFFITT CC&RI LIFETIME CSC Inc | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238640 | 501(c)(3) | $155,427 | PHILANTHROPIC DISTRIBUTIONS | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | 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 | PHILANTHROPIC DISTRIBUTIONS ARE ONLY GIVEN TO RELATED 501(C)(3) ORGANIZATIONS. THE DISTRIBUTIONS FOLLOW A WRITTEN POLICY AND MUST BE IN COMPLIANCE WITH DONOR INTENT AS WELL AS THE MISSION OF THE CANCER CENTER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW G KUPEC | ||||||||||||||
| EVP FND PRES TO 3/24/18 | $385,358 | $0 | $139,510 | $0 | $21,470 | $0 | $1,551 | $0 | $74,590 | $0 | $622,479 | $0 | $0 | $0 |
| LOUIS D DE LA PARTE | ||||||||||||||
| EVP/GEN COUNSEL & ASST SEC | $0 | $442,970 | $0 | $170,875 | $0 | $32,032 | $0 | $199,553 | $0 | $24,467 | $0 | $869,897 | $0 | $0 |
| JOHN A KOLOSKY | ||||||||||||||
| EVP COO | $0 | $609,388 | $0 | $240,301 | $0 | $59,826 | $0 | $583,361 | $0 | $28,982 | $0 | $1,521,858 | $0 | $0 |
| YVETTE M LYONS TREMONTI | ||||||||||||||
| EVP - CFO & ASST TREASURER | $0 | $511,143 | $0 | $197,679 | $0 | $36,210 | $0 | $192,008 | $0 | $23,917 | $0 | $960,957 | $0 | $0 |
| CAROLEE EASON | ||||||||||||||
| OPS/FINANCIAL SVCS DIR | $101,692 | $0 | $16,952 | $0 | $283 | $0 | $24,222 | $0 | $25,915 | $0 | $169,064 | $0 | $0 | $0 |
| CINDY MCGIRK | ||||||||||||||
| DIR DEVELOPMENT | $122,371 | $0 | $18,973 | $0 | $1,016 | $0 | $109,804 | $0 | $13,238 | $0 | $265,402 | $0 | $0 | $0 |
| KATHLEEN WERNER | ||||||||||||||
| SPEC EVENTS/MARKETING DIR | $98,207 | $0 | $18,512 | $0 | $5,026 | $0 | $26,315 | $0 | $9,006 | $0 | $157,066 | $0 | $0 | $0 |
| WILLIAM S DALTON MD | ||||||||||||||
| FRM PRES/CNTR DIR | $0 | $640,638 | $0 | $0 | $0 | $16,698 | $0 | $108,172 | $0 | $29,642 | $0 | $795,150 | $0 | $0 |
| ALAN F LIST | ||||||||||||||
| FRM PRES TO 12/18/16 | $0 | $852,182 | $0 | $441,350 | $0 | $159,746 | $0 | $295,667 | $0 | $38,774 | $0 | $1,787,719 | $0 | $0 |
| SUSAN L STERN | ||||||||||||||
| FRM VP FND TO 6/30/17 | $125,206 | $0 | $0 | $0 | $279,461 | $0 | $132,119 | $0 | $12,166 | $0 | $548,952 | $0 | $1,230 | |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: | DURING TAX YEAR 2017 ONE OFFICER RECEIVED COMPENSATION TO COVER CLUB DUES AND MEMBERSHIP FEES. |
| Part I, Line 1b: | PAYMENTS MADE FOR SOCIAL CLUB DUES ARE APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JEC&BC). PAYMENTS ARE A FIXED AMOUNT BASED ON JOB CLASSIFICATION AND IS DOCUMENTED IN MINUTES OF THE COMMITTEE AND REPORTED BACK TO THE BOARD. |
| Part I, Line 3: | Schedule J, Part I, Line 3: FOR TAX YEAR 2017 MATTHEW KUPEC, FOUNDATION PRESIDENT IS PAID BY THE FOUNDATION ORGANIZATION. THE COMPENSATION IS ESTABLISHED BY RELYING ON AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD. |
| Part I, Lines 4a-b: | SUSAN L. STERN, OFFICER, RECEIVED SEVERANCE PAYMENTS FROM THE FOUNDATION IN THE AMOUNT OF $239,262. TO BE ELIGIBLE TO PARTICIPATE IN THE 457(F) NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), PARTICIPANTS MUST ELECT TO CONTRIBUTE AT LEAST 10% ACROSS THE 403(B) AND 457(B) PLANS, AND ARE VESTED AFTER 10 YEARS OF SERVICE. LUMP SUM DISTRIBUTIONS FROM THE ACCOUNT ARE MADE UPON NORMAL RETIREMENT OR TERMINATION. BELOW ARE INDIVIDUALS LISTED ON FOUNDATION'S 2017 FORM 990 PART VII, SECTION A, THAT PARTICIPATED IN THE 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND THEIR RESPECTIVE AMOUNTS OF COMPENSATION CONSTRUCTIVELY RECEIVED IN TAX YEAR 2017 FROM THE PLAN: LOUIS D. DE LA PARTE - $27,837 JOHN A. KOLOSKY - $52,591 ALAN F. LIST - $86,947 SUSAN STERN - $2,797 YVETTE M LYONS TREMONTI - $33,689 |
| Part I, Line 6: | IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RYALS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $41,938 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | INTERESTED PERSON: BARBARA RYALS RELATIONSHIP: BARBARA RYALS IS A DIRECTOR OF FOUNDATION, THE ORGANIZATION IN WHICH HER DAUGHTER, COURTNEY RYALS IS EMPLOYED. AMOUNT: $41,938 | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $325,899 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 38 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AUCTION PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBERS REPORTED ON LINES 9 AND 25 REPRESENT THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1: | THE FOUNDATION BOARD, BY RESOLUTION SHALL DESIGNATE AN EXECUTIVE COMMITTEE ON THE RECOMMENDATION OF THE CHAIR WHICH SHALL CONSIST OF NO FEWER THAN 5 MEMBERS, A MAJORITY OF WHOM SHALL BE DIRECTORS. THE CHAIR OF THE BOARD SHALL SERVE AS CHAIR AND THE VICE CHAIR OF THE BOARD SHALL SERVE AS VICE CHAIR OF THE EXECUTIVE COMMITTEE. THE POWERS AND DUTIES OF THE EXECUTIVE COMMITTEE ARE AS FOLLOWS: A) A MAJORITY OF THE MEMBERS OF THE COMMITTEE MAY DETERMINE ITS ACTION AND FIX THE TIME AND PLACE OF ITS MEETINGS. B) THE COMMITTEE SHALL REVEIW THE BOARD'S ANNUAL PERFORMANCE EVALUATION. C) THE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS OF THE BOARD EXCEPT THE POWER TO FILL VACACIES ON THE BOARD OR ANY COMMITTEE THEREOF; AMEND EITHER THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; ADOPT A PLAN OF MERGER, CONSOLIDATION, RECAPITALIZATION, OR OTHER FORM OF REORGANIZATION; SELL, LEASE, EXCHANGE, OR OTHERWISE DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; ADOPT A PLAN OF VOLUNTARY DISSOLUTION OF THE CORPORATION; OR EXERCISE ANY OTHER POWERS SPECIFICALLY RESERVED FOR THE BOARD AS A WHOLE. D) THE COMMITTEE SHALL DEVELOP AND MAINTAIN A VIABLE SHORT-RANGE AND LONG-RANGE PLAN FOR FULFILLMENT OF THE CORPORATION'S PURPOSE. E) THE COMMITTEE SHALL REVIEW AND EVALUATE THE CORPORATION'S PERFORMANCE ON MEETING ITS SHORT-RANGE AND LONG-RANGE PLANS. F) WHEN APPROPRIATE, THE COMMITTEE SHALL MEET TO PREPARE AND RECOMMEND TO THE JOINT NOMINATING COMMITTEE A SLATE OF NOMINEES FOR THE ELECTION OR RE-ELECTION OF OFFICERS OF THE CORPORATION. G) WHEN A VACANCY IN THE BOARD OCCURS, THE COMMITTEE SHALL MEET TO PREPARE AND RECOMMEND TO THE JOINT NOMINATING COMMITTEE A SLATE OF NOMINEES FOR APPOINTMENT OR REAPPOINTMENT TO THE BOARD. THE COMMITTEE SHALL CAUSE A REPORT OF ITS ACTIONS TO BE MADE TO THE BOARD AT THE BOARD'S NEXT REGULARLY SCHEDULED MEETING, WHICH SHALL BE DULY NOTED IN THE MINUTES OF THE PROCEEDINGS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2: | THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE FOUNDATION AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. FOUNDATION & M2GEN, CORP.: THE HONORABLE H. LEE MOFFITT - FOUNDATION OFFICER; M2GEN OFFICER LOUIS D. DE LA PARTE - FOUNDATION OFFICER; M2GEN OFFICER JOHN A. KOLOSKY - FOUNDATION OFFICER; M2GEN DIRECTOR YVETTE M. LYONS TREMONTI - FOUNDATION OFFICER; M2GEN OFFICER FOUNDATION & MOFFITT TECHNOLOGIES CORPORATION (MTC): JOHN A. KOLOSKY - FOUNDATION OFFICER; MTC OFFICER LOUIS D. DE LA PARTE - FOUNDATION OFFICER; MTC OFFICER YVETTE M. LYONS TREMONTI - FOUNDATION OFFICER; MTC OFFICER |
| FORM 990, PART VI, SECTION A, LINE 4: | THE BOARD'S LIMIT TO APPROVE OR DISAPPROVE CAPITAL EXPENDITURES PER EXPENDITURE WAS INCREASED FROM $500,000 TO $1,000,000. |
| FORM 990, PART VI, SECTION A, LINE 6: | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A: | AS THE SOLE MEMBER OF THE FOUNDATION, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B: | THE SOLE MEMBER OF THE CORPORATION SHALL HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. EITHER APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF TWO HUNDRED THOUSAND DOLLARS ($200,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TWENTY THOUSAND DOLLARS ($20,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING FIFTY THOUSAND DOLLARS ($50,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; AND H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF ONE MILLION DOLLARS ($1,000,000.00) PER EXPENDITURE OR ONE MILLION DOLLARS ($1,000,000.00) IN THE AGGREGATE ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 11B: | LINE 11B, PRIOR TO ELECTRONICALLY FILING FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), A COPY OF THE RETURN IS PROVIDED TO THE GOVERNING BODY, GIVING EACH BOARD MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. THE FOUNDATION'S FORM 990 IS ALSO PROVIDED TO THE CHIEF FINANCIAL OFFICER FOR REVIEW. BASED ON THE REVIEW ANY SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED PRIOR TO SIGNING. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ON AN ANNUAL BASIS A PRESENTATION IS MADE TO FOUNDATION BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ATTACHED TO THE POLICY. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15: | MOFFITT'S BOARD OF DIRECTORS HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE DIRECTORS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE PERFORMANCE AND COMPENSATION OF MOFFITT EXECUTIVES AND DISQUALIFIED PERSONS. THESE POSITIONS INCLUDE THE CEO, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEPARTMENT CHAIRPERSONS. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN AS NEEDED AND DOES AT ITS DISCRETION, ENGAGE OUTSIDE INDEPENDENT, OUTSIDE ADVISORS INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH EXECUTIVE, DISQUALIFIED PERSON AND INDIVIDUAL IN KEY POSITIONS. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED MOFFITT POSITION TO ITS APPROPRIATE MARKET EQUIVALENT. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF HR OPERATIONS, WHO IS NOT INCLUDED IN THE EXECUTIVE OR DISQUALIFIED PERSON CATEGORIES, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS ALONG WITH THE CONSULTANT'S COMPARABILITY DATA ARE PRESENTED TO THE JEC&BC FOR IT TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. EVERY THIRD YEAR THE INDEPENDENT CONSULTANT ANALYZES THE TOTAL EXECUTIVE COMPENSATION PROGRAM, USING THE SAME METHODOLOGY AS DESCRIBED ABOVE, THAT INCLUDES THE VALUE OF ALL BENEFITS AND PERQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE EXECUTIVES AND DISQUALIFIED PERSONS. THE PURPOSE OF THE ANALYSIS IS TO PROVIDE AN OPINION ON THE REASONABLENESS OF EACH OF THE INDIVIDUAL COMPENSATION COMPONENTS AND THE AGGREGATE COMPENSATION TOTAL. THIS MORE COMPREHENSIVE ANALYSIS IS PROVIDED TO THE JEC&BC FOR THEIR USE IN THE ANNUAL REVIEW PROCESS. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19: | MOFFITT FOUNDATION MAKES AVAILABLE ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS TO THE PUBLIC THROUGH DAC BOND, A THIRD PARTY VENDOR'S WEBSITE AND THE MOFFITT'S WEBSITE. IN ADDITION, FORM 990 IS MADE AVAILABLE ON GUIDESTAR AS WELL AS MOFFITT'S WEBSITE. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A | EMPLOYEES WHO ARE LISTED ON MOFFITT FOUNDATION'S FORM 990 ARE EMPLOYEES WHOSE W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER AND RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION. |
| FORM 990, PART IX, LINE 24A | CERTAIN MOFFITT CANCER CENTER INTERCOMPANY OVERHEAD HAS BEEN ALLOCATED FROM THE PARENT ENTITY TO THIS FOUNDATION AND THOSE AMOUNTS ARE INCLUDED IN COLUMN(C) AND THEN REALLOCATED ON LINE 24A TO THE PROPER FUNCTIONAL CATEGORIES. |
| FORM 990, PART XI, LINE 9 | CHANGES IN NET ASSETS PREDOMINANTLY RELATES TO THE CLOSE OUT OF INTERCOMPANY ACCOUNTS PAYABLE AND RECEIVABLE (DUE TO/DUE FROM) IN THE AMOUNT OF $7,357,669 TO NET ASSETS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HLMCCR INSTITUTE HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | PATIENT CARE | FL | 501(C)(3) | LINE 3 | HLMCCRI Inc | false |
| HLMCCR INSTITUTE INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | RESEARCH | FL | 501(C)(3) | LINE 7 | NA | false |
| HLMCCRL Cancer Screening Center INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238640 | PRACTICE MGMT | FL | 501(C)(3) | LINE 11 | HLMCCRI Inc | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MOFFITT TECHNOLOGIES CORPORATION | |||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 300332914 | TECHNOLOGY MGMT | FL | HLMCCRI Inc | C CORP | $0 | $0 | false |
| M2GEN CORP | |||||||||||
| 10902 N MCKINLEY DRIVE | TAMPA | FL | 33612 | 208486180 | DATABASE MGMT | FL | HLMCCRI Inc | C CORP | $0 | $0 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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