TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC: Form 990, tax year 2012
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- Organization
- TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC (EIN 59-3524613)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-14
- IRS object ID
- 201442269349300809
- Schema version
- 2012v2.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-14T07:56:51-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593524613 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TAMP | NameControl |
| Phone | 8132221044 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 NORTH WC MACINNES PLACE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33602 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JUDITH LISI | Name |
| Title | CEO/PRESIDENT | Title |
| Phone | 8132221044 | Phone |
| Date Signed | 2014-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F BECKER JR | Name |
| PTIN | P00076178 | PTIN |
| Phone | 7043771678 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JUDITH LISI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 NORTH WC MACINNES PLACE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9791319 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO INSPIRE INDIVIDUALS, CORPORATIONS AND FOUNDATIONS TO ESTABLISH A PERMANENT LEGACY AND INVEST IN TAMPA BAY PERFORMING ARTS CENTER'S EDUCATION PROGRAMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 592772 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 685445 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -810602 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1557030 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -217830 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2242475 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1038298 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1214286 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 125389 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 95665 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 216330 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 694698 | OtherExpensePriorYear |
| Other Expenses Current Year | 451823 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1858385 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1761774 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2076215 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 480701 | RevenuesLessExpensesCY |
| Total Assets BOY | 36855196 | TotalAssetsBOY |
| Total Assets EOY | 38702532 | TotalAssetsEOY |
| Total Liabilities BOY | 3529539 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3575018 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 33325657 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35127514 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1214286 | Expense |
| Grants | 1214286 | Grants |
| Description | IN FISCAL YEAR 2013/2014, IN CARRYING OUT ITS MISSION IN SUPPORTING THE TAMPA BAY PERFORMING ARTS CENTER, INC. (THE "CENTER") THROUGH DISBURSEMENT OF (A) APPROVED SPENDING POLICY DISTRIBUTION GRANTS AND (B) GRANTS OF GIFTS RECEIVED FROM OTHER FOUNDATIONS TO SUPPORT CENTER EDUCATION AND OPERA PROGRAMS, ARTISTIC INITIATIVES, FACILITY IMPROVEMENTS AND GENERAL OPERATIONS.SPENDING POLICY DISTRIBUTIONS ARE BASED ON THE RELATED ESTABLISHED BOARD POLICY TO PROVIDE A CONSISTENT PROCESS TO MOVE FUNDS FROM THE ENDOWMENT TO OPERATING FUNDS ON AN ANNUAL OR APPROVED BASIS. GIFTS RECEIVED BY THE FOUNDATION AND TRANSFERRED TO THE CENTER FROM OTHER FOUNDATIONS ARE APPROVED BY THE FOUNDATION BOARD OR PER DONOR REQUEST.WITH THE FOUNDATION SERVING AS THE ENDOWMENT FUND AND SUPPORT FOR THE CENTER, THE FOUNDATION PROVIDED FINANCIAL STABILITY IN FISCAL YEAR 2013/2014 AND HELPED MAINTAIN THE CENTER'S HIGH STANDARDS OF EXCELLENCE AND CREATIVITY AS WELL AS PROVIDING PATRONS THE ABILITY TO CONTINUE TO ENJOY THE CENTER'S PROGRAMS. | Description |
| Total Program Service Expense | 1214286 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BETH ROSSI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8132221044 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 N WC MACINNES PLACE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 336023720 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| HINKS SHIMBERG | ||||||||
| CHAIRMAIN | 1.00 | 1.00 | X | X | 0 | 0 | 0 | |
| R KENT BAILEY | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DON DEFOSSET | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STACEY JAEB | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HELEN KERR | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| SANDY MACKINNON | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| GENE MARSHALL | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| FRANK MORSANI | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MARTIN SILBIGER | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| BILL STARKEY | ||||||||
| BOARD DIRECTOR | 1.00 | X | X | 0 | 0 | 0 | ||
| DAVID STRAZ JR | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUSAN SYKES | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL URETTE | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| DON WALLACE | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BILL WEST | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | ||
| JERRY WILLIAMS | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JUDY LISI - SEE SCH J PART III | ||||||||
| CEO (CENTER) | 8.00 | 40.00 | X | X | 0 | 495131 | 36236 | |
| JUDY LISI - SEE SCH J PART III | ||||||||
| DEFERRED COMPENSATION | 8.00 | 40.00 | X | 0 | 407084 | 83447 | ||
| MARY BETH ROSSI | ||||||||
| CFO (CENTER) | 8.00 | 40.00 | X | 0 | 179603 | 22823 | ||
| LORRIN SHEPARD | ||||||||
| COO (CENTER) | 8.00 | 40.00 | X | 0 | 143702 | 19238 | ||
| BILL FAUCETT | ||||||||
| DIRECTOR OF ENDOWMENT | 40.00 | 108362 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 108362 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1225520 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 161744 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 685445 | AllOtherContributions |
| Noncash Contributions | 49629 | NoncashContributions |
| Total Contributions | 685445 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 566609 | TotalRevenueColumn |
| Exclusion | $566,609 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8539265 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7548844 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 990421 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 990421 | TotalRevenueColumn |
| Exclusion | $990,421 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2242475 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,557,030 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1214286 | Total |
| Program Services | 1214286 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63592 | Total |
| Fundraising | 63592 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32073 | Total |
| Fundraising | 32073 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287768 | Total |
| Management And General | 287768 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106485 | Total |
| Management And General | 12745 | ManagementAndGeneral |
| Fundraising | 93740 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680 | Total |
| Fundraising | 680 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8447 | Total |
| Fundraising | 8447 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CENTER ADMINISTRATIVE F | 8464 | 8464 | |
| BAD DEBT | 1064 | 1064 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38915 | Total |
| Management And General | 29581 | ManagementAndGeneral |
| Fundraising | 9334 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1761774 | Total |
| Program Services | 1214286 | ProgramServices |
| Management And General | 331158 | ManagementAndGeneral |
| Fundraising | 216330 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167540 | BOY |
| EOY | 2510 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 784786 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15866229 | BOY |
| EOY | 14505861 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18459761 | BOY |
| EOY | 23348335 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1576880 | BOY |
| EOY | 845826 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36855196 | BOY |
| EOY | 38702532 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24600 | BOY |
| EOY | 133124 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3046296 | BOY |
| EOY | 2550830 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458643 | BOY |
| EOY | 891064 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3529539 | BOY |
| EOY | 3575018 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -581259 | BOY |
| EOY | -605982 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7267765 | BOY |
| EOY | 8732962 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26639151 | BOY |
| EOY | 27000534 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33325657 | BOY |
| EOY | 35127514 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36855196 | BOY |
| EOY | 38702532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 480701 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1321156 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMPA BAY PERFORMING ARTS CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592037085 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $1,214,286 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1214286 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18946524 | BeginningOfYearBalance |
| Contributions | 1715119 | Contributions |
| Investment Earnings Or Losses | 2878184 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1600698 | GrantsOrScholarships |
| End Of Year Balance | 21939129 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15566415 | BeginningOfYearBalance |
| Contributions | 1202563 | Contributions |
| Investment Earnings Or Losses | 3366508 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1188962 | GrantsOrScholarships |
| End Of Year Balance | 18946524 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14450646 | BeginningOfYearBalance |
| Contributions | 795192 | Contributions |
| Investment Earnings Or Losses | 327797 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7220 | GrantsOrScholarships |
| End Of Year Balance | 15566415 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12773359 | BeginningOfYearBalance |
| Contributions | 746229 | Contributions |
| Investment Earnings Or Losses | 937768 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6710 | GrantsOrScholarships |
| End Of Year Balance | 14450646 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12356104 | BeginningOfYearBalance |
| Contributions | 87705 | Contributions |
| Investment Earnings Or Losses | -285004 | InvestmentEarningsOrLosses |
| End Of Year Balance | 12158805 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GOVERNMENT SECURITIES | 1998919 | F |
| COMMON STOCKS | 17976731 | F |
| MUTUAL FUNDS | 1760088 | F |
| PREFERRED STOCKS | 462352 | F |
| CASH | 1150245 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 23348335 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO TAMPA BAY PERFORMING ARTS CENTER | Description |
| Amount | $891,064 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 891064 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC (THE "FOUNDATION") IS BENEFICIARY OF THE RELATED FUNDS AT THE COMMUNITY FOUNDATION OF TAMPA BAY AND IS ENTITLED TO ALLOCATED DISTRIBUTIONS OF NET EARNINGS. PERMANENT ENDOWMENT FUNDS HELD IN TRUST BY THE TAMPA BAY COMMUNITY FOUNDATION FOR THE BENEFIT OF THE FOUNDATION CONSIST OF DISTRIBUTION AND USAGE OF INVESTMENT EARNINGS FOR BOTH UNRESTRICTED AND RESTRICTED DONOR DESIGNATED PURPOSES. THE USAGE OF THE UNRESTRICTED EARNINGS ALLOWS THE FOUNDATION THE FLEXIBILITY TO USE THE INVESTMENT INCOME RETURN AS BEST SERVES THE ORGANIZATION'S IMMEDIATE CHALLENGES AND FUNDING REQUIREMENTS AS APPROVED BY THE BOARD. INTERNAL GUIDELINES FOR UNRESTRICTED EARNINGS ALLOW USAGE FOR OPERATING EXPENSES FOR ADMINISTRATIVE AND PROGRAMMING ACTIVITIES AS WELL AS SPECIAL PROJECTS. THE RESTRICTED DONOR DESIGNATIONS ON USAGE OF INVESTMENT EARNINGS ARE RELATED TO EDUCATION MUSIC PROGRAMMING. ENDOWMENT PROGRAM ALSO ALLOWS TAMPA BAY PERFORMING ART CENTER, INC. TO EXPAND ITS EDUCATIONAL PROGRAMMING AND INCREASE ITS IMPACT ON THE COMMUNITY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE, AND IS ALSO EXEMPT FROM STATE INCOME TAXES. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT SEPTEMBER 30, 2013. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE STRAZ CENTER HAD NO SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AT SEPTEMBER 30, 2013 AND 2012. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMPA BAY PERFORMING ARTS CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 N WC MACINNES PLACE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 592037085 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1214286 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: MONEY IS PROVIDED AS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS TO THE TAMPA BAY PERFORMING ARTS CENTER (THE "CENTER") AS A RESULT OF THE FOUNDATION'S ROLE AS A SUPPORTING ORGANIZATION TO THE CENTER, IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY AS APPLICABLE AS WELL AS PER DONOR RESTRICTED DESIGNATIONS ON RESPECTIVE ENDOWMENT EARNINGS. THE FUNDS ARE TO BE USED IN CONJUNCTION WITH THE MISSION OF THE CENTER AND/OR AS DESIGNATED BY RESPECTIVE DONORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDY LISI - SEE SCH J PART III | ||||||||||||||
| CEO (CENTER) | 0 | 393816 | 0 | 97858 | 0 | 3457 | 0 | 18700 | 0 | 17536 | 0 | 531367 | 0 | 0 |
| JUDY LISI - SEE SCH J PART III | ||||||||||||||
| DEFERRED COMPENSATION | 0 | 0 | 0 | 0 | 0 | 407084 | 0 | 0 | 0 | 83447 | 0 | 490531 | 0 | 0 |
| MARY BETH ROSSI | ||||||||||||||
| CFO (CENTER) | 0 | 157423 | 0 | 5000 | 0 | 17180 | 0 | 12675 | 0 | 10148 | 0 | 202426 | 0 | 0 |
| LORRIN SHEPARD | ||||||||||||||
| COO (CENTER) | 0 | 132758 | 0 | 5000 | 0 | 5944 | 0 | 10474 | 0 | 8764 | 0 | 162940 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | IN ACCORDANCE WITH THE CEO'S CONTRACT, THE CEO RECEIVES AN ANNUAL BONUS OF UP TO 25% OF BASE COMPENSATION AT THE DISCRETION OF THE BOARD OF TRUSTEES. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49629 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | STOCK GIFTS ARE PROCESSED BY THE ORGANIZATION'S INVESTMENT BANKER, WHICH MANAGES THE ORGANIZATION'S ENDOWMENT INVESTMENT PORTFOLIO. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART III, LINE 1 | THE FOUNDATION IS ORGANIZED AS A SUPPORTING ORGANIZATION EXCLUSIVELY FOR, AND IS DEDICATED TO, THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF, THE TAMPA BAY PERFORMING ARTS CENTER, INC. (THE "CENTER"), A 501(C)(3) ORGANIZATION TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE UNDER SECTION 170 OF THE INTERNAL REVENUE CODE OF 1986, AS SUCH CODE IS AMENDED FROM TIME TO TIME, (THE "INTERNAL REVENUE CODE"). THE FOUNDATION SHALL INVEST ITS FUNDS AND SERVE AS AN ENDOWMENT FUND FOR THE SUPPORTED ORGANIZATION, NAMELY THE TAMPA BAY PERFORMING ARTS CENTER, INC. THE FOUNDATION SHALL ENCOURAGE AND MOTIVATE THE MAKING OF GIFTS, DONATIONS AND BENEFACTIONS BY INTERVIVOS GIFT, DEED WILL AND OTHERWISE, FOR THE ADVANCEMENT, OR PROMOTION, OF PROGRAMS OR AND MAINTENANCE OF, THE ACTIVITIES, OPERATIONS AND CAPITAL PROJECTS OF THE TAMPA BAY PERFORMING ARTS CENTER, INC. THIS ORGANIZATION SHALL CONDUCT CORPORATE AND PUBLIC FUND-RAISING ACTIVITIES ON BEHALF OF THE CENTER AND IN SUPPORT OF THE ACTIVITIES, OPERATIONS AND CAPITAL PROJECTS OF THE CENTER. THE FOUNDATION SHALL DISTRIBUTE ITS NET INCOME AT LEAST ANNUALLY TO THE CENTER. THE FOUNDATION MAY DISTRIBUTE ANY UNRESTRICTED AND QUASI ENDOWMENT FUNDS AS APPROVED BY THE TAMPA BAY PERFORMING ARTS CENTER, INC. THE MISSION STATEMENT OF THE FOUNDATION IS TO INSPIRE INDIVIDUALS, CORPORATIONS AND FOUNDATIONS TO ESTABLISH A PERMANENT LEGACY AND INVEST IN THE CENTER'S EDUCATION PROGRAMS, ARTISTIC INITIATIVES, FACULTY IMPROVEMENTS AND GENERAL OPERATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE THE FORM IS FILED FOR THE FOUNDATION, IT WILL BE REVIEWED BY THE FOUNDATION'S TREASURER AND CFO. THE CFO AND TREASURER WILL THEN PRESENT IT TO THE AUDIT COMMITTEE AT A SPECIAL DEDICATED MEETING WITH A HIGHLIGHTED REVIEW OF THE FORM SECTION BY SECTION BEING DONE BY THE CONTROLLER, CFO AND CEO, AS APPLICABLE. AFTER THE TREASURER AND AUDIT COMMITTEE HAVE REVIEWED THE FORM, THE CFO WILL PROVIDE: (1) A SUMMARY OF THE HIGHLIGHTED REVIEW OF THE FORM 990 SECTION BY SECTION ALONG WITH (2) A FINAL DRAFT OF THE RESPECTIVE FORM 990 FOR THE YEAR BEING FILED TO ALL BOARD MEMBERS WHO HAVE VOTING PRIVILEGES AND (3) A RECOMMENDATION FOR MOTION FOR APPROVAL FOR THE FORM 990 TO BE FILED AS BEING PRESENTED IN FINAL DRAFT FORM. THIS WILL BE DONE VIA ENCRYPTED E-MAIL FOR WHICH PASSWORDS WILL BE GIVEN FOR PROTECTED ACCESS. BOARD MEMBERS WILL HAVE THE OPPORTUNITY TO SEND IN QUESTIONS AND/OR SEND IN THEIR RESPECTIVE APPROVALS. THE TREASURER, CFO AND AUDIT COMMITTEE WILL ACCEPT AND RESPOND TO ANY QUESTIONS RAISED BY BOARD MEMBERS. AS PART OF THE SUBMITTED FORM 990 PRESENTATION TO THE BOARD, THE AUDIT AND FINANCE COMMITTEES WILL ALSO, BASED ON THEIR REVIEW OF THE FORM, MAKE NECESSARY RECOMMENDATIONS TO THE BOARD REGARDING GOVERNANCE, POLICIES, DISCLOSURE, ETC. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND EXECUTIVE STAFF (CEO, CFO, COO AND VICE PRESIDENTS) ARE REQUIRED, ON AN ANNUAL BASIS TO: (1) READ THE CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY, (2) SIGN OFF ON ACKNOWLEDGMENT THAT POLICY HAS BEEN READ AND RECEIVED AND (3) COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. THE CFO REVIEWS THE COMPLETED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS. ANY CONCERNS ON CONFLICTS ARE RAISED TO THE CEO, VP OF DEVELOPMENT (STAFF LIAISON TO THE BOARD GOVERNANCE COMMITTEE) AND THE BOARD GOVERNANCE COMMITTEE AS APPLICABLE. IF ANY BOARD MEMBER OR EXECUTIVE STAFF DOES NOT COMPLETE THE RELATED ANNUAL FORMS, THE VP OF DEVELOPMENT WILL ADDRESS ACCORDINGLY. IF THERE ARE ANY QUESTIONS ON CONFLICT, THE RELATED BOARD MEMBER OR KEY EXECUTIVE STAFF MEMBER IS REQUIRED TO DISCLOSE AND REMOVE HIMSELF OR HERSELF FROM VOTING ON A PARTICULAR MATTER, DECLINE IN PARTICIPATION IN A CONFLICTING BID FOR RELATED BUSINESS WITH THE ORGANIZATION OR NOT APPLY FOR EMPLOYMENT AS A STAFF POSITION IF IT IS DETERMINED THERE IS AN ACTUAL CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION HAS NO FULL-TIME EMPLOYEES. KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE CENTER EMPLOYEES AND ARE SUBJECT TO COMPENSATION, CLASSIFICATION AND ALL OTHER PERSONNEL POLICIES OF THE CENTER. THE CENTER PERIODICALLY REVIEWS ITS CLASSIFICATION AND COMPENSATION STRUCTURE TO ENSURE REASONABLENESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XII, LINE 2C | THERE WERE NO CHANGES FROM THE PREVIOUS YEAR'S METHOD. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMPA BAY PERFORMING ARTS CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 NORTH WC MACINNES PLACE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592037085 | EIN |
| Primary Activities | PERFORMING ARTS | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501 (C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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