H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC (EIN 59-3238636)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-01-15
- IRS object ID
- 201310159349301241
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-15T15:34:06-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346565596 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 BEATTIE PLACE SUITE 800 | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593238636 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LEE MOFFITT CANCER CENTER & RESEARCH | BusinessNameLine1 |
| Business Name Line2 | INSTITUTE FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HLEE | NameControl |
| Phone | 8137454673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33612 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Janene Culumber | Name |
| Title | VP/CFO | Title |
| Phone | 8137451329 | Phone |
| Date Signed | 2013-01-15 | DateSigned |
| Authorize Third Party | 0 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EMILY STANCIL | Name |
| PTIN | P00115650 | PTIN |
| Phone | 8642425740 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM S DALTON MD PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 43096037 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MOFFITT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE, MAINTAIN AND HOLD FUNDS FOR THE BENEFIT OF H. LEE MOFFITT CC&RI, INC. AND ITS SUBS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Nbr Volunteers | 1 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14975440 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15558496 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4732408 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1320826 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -104618 | OtherRevenuePriorYear |
| Other Revenue Current Year | -142522 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19603230 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16736800 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11781242 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12498238 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1949196 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2314873 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 508668 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 907027 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3099886 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2352186 | OtherExpensePriorYear |
| Other Expenses Current Year | 1835494 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16591292 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17555632 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3011938 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -818832 | RevenuesLessExpensesCY |
| Total Assets BOY | 94239264 | TotalAssetsBOY |
| Total Assets EOY | 96984019 | TotalAssetsEOY |
| Total Liabilities BOY | 4986607 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5350811 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 89252657 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 91633208 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12663856 | Expense |
| Grants | 12498238 | Grants |
| Description | 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 FY12, MOFFITT FOUNDATION HAD FOUR FUNDRAISING EVENTS. THE TWO LARGEST FUNDRAISING EVENTS ARE AS FOLLOWS:THE MAGNOLIA BALL - ON APRIL 24, 2012, NICK VALVANO FROM THE V FOUNDATION PRESENTED A $500,000 MATCH CHALLENGE TO THE AUDIENCE AT THE MAGNOLIA BALL, WHICH IS THE TAMPA BAY AREA'S PREMIER FUNDRAISING EVENT. CHEAP TRICK PERFORMED AT THE SOLD-OUT EVENT ATTENDED BY OVER 700 SUPPORTERS. EVENT CHAIRS JEFF AND JULIE WOOLEY AND MOFFITT LEADERSHIP GREETED GUESTS. MOST IMPORTANTLY, THE EVENT RAISED VITAL DONATIONS THAT WILL CONTINUE PATIENT CARE, RESEARCH, AND EDUCATION PROGRAMS AT THE CANCER CENTER.SARASOTA WOMEN'S CANCER AWARENESS LUNCHEON - ON MARCH 29, 2012, AT THE RITZ CARLTON IN SARASOTA, OVER 500 GUESTS CAME TO SUPPORT WOMEN'S CANCER RESEARCH. THE GUESTS ENJOYED SPEAKER OLIVIA NEWTON JOHN, MUSICAL LEGEND AND BREAST CANCER SURVIVOR. A PANEL OF DOCTORS ALSO ANSWERED QUESTIONS FROM THE AUDIENCE ABOUT THE PREVENTION, CARE, AND CURE OF WOMEN'S CANCERS. THE PARTICIPANTS RAISED MONEY FOR WOMEN'S CANCER RESEARCH AT MOFFITT. | Description |
| Total Program Service Expense | 12663856 | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 26 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANENE CULUMBER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8137451329 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| EDWARD C DROSTE | ||||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| PETER T KIRKWOOD ESQ | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| BENJAMIN H HILL III ESQ | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| JOSEPH CABALLERO | ||||||||
| SECRETARY/TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| KIERSTEN L ALLEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALFRED S AUSTIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SUZETTE BERKMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| G ROBERT BLANCHARD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RONALD J CAMPBELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THE HONORABLE MONTEREY CAMPBELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EILEEN SENA CURD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| S KATHERINE FRASIER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD GONZMART | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THE HONORABLE DICK A GRECO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SHAY GRIESE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CINDY GRUDEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TIMM HARMON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK HARRIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| M CLAYTON HOLLIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN KYNES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN MATZKIN DDS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THE HONORABLE H LEE MOFFITT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JIM U MORRISON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAROL MORSANI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAMELA MUMA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JIM OVERTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA RYALS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LANSING SCRIVEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PATRICK SOBERS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACK SPANGLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DONALD W WALLACE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JULIE WOOLEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM S DALTON MD | ||||||||
| PRESIDENT/CENTER DIRECTOR | 6.00 | X | 0 | 1283434 | 75263 | |||
| LOUIS D DE LA PARTE | ||||||||
| EVP/GENERAL COUNSEL | 4.00 | X | 0 | 472514 | 39484 | |||
| JOHN A KOLOSKY | ||||||||
| EXEC VP COO | 4.00 | X | 0 | 776151 | 43734 | |||
| JANENE J CULUMBER | ||||||||
| VP CHIEF FINANCIAL OFFICER | 4.00 | X | 0 | 456168 | 35159 | |||
| SUSAN STERN | ||||||||
| VP FOUNDATION | 55.00 | X | 241773 | 0 | 33778 | |||
| CYNTHIA MCGIRK | ||||||||
| DIR GRATEFUL PT & MAJOR GI | 55.00 | 140900 | 0 | 15499 | X | |||
| DEAN R HEAD | ||||||||
| FORMER VP FACILITIES MGMT | 0.00 | 0 | 233893 | 26416 | X | |||
| MARK F HULSE | ||||||||
| FORMER VP & CIO | 0.00 | 0 | 317987 | 37128 | X | |||
| YVETTE M LYONS TREMONTI | ||||||||
| FORMER VP HUMAN RESOURCES | 0.00 | 0 | 365086 | 43146 | X | |||
| NICOLAS C PORTER | ||||||||
| FORMER EVP INSTIT ADV & CORP | 0.00 | 0 | 554253 | 40029 | X | |||
| W J WILSON | ||||||||
| FORMER VP STRATEGIC COMM/P | 0.00 | 0 | 273699 | 27036 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 382673 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4733185 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 416672 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HARRIS CONNECT LLC | |||||
| 1400-A CROSSWAYS BLVD | CHESAPEAKE | VA | 23320 | FUNDRAISING SERVICES | 337068 |
| TRUE SENSE MARKETING | |||||
| 155 COMMERCE DR | FREEDOM | PA | 15042 | FUNDRAISING SERVICES | 163242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 2436721 | FundraisingEvents |
| All Other Contributions | 13121775 | AllOtherContributions |
| Noncash Contributions | 452668 | NoncashContributions |
| Total Contributions | 15558496 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1048700 | TotalRevenueColumn |
| Exclusion | $1,048,700 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26185842 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25913716 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 272126 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 272126 | TotalRevenueColumn |
| Exclusion | $272,126 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 302999 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2436721 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 445521 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -142522 | TotalRevenueColumn |
| Exclusion | -$142,522 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16736800 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,178,304 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12498238 | Total |
| Program Services | 12498238 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290967 | Total |
| Program Services | 29097 | ProgramServices |
| Management And General | 72742 | ManagementAndGeneral |
| Fundraising | 189128 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1609841 | Total |
| Program Services | 53677 | ProgramServices |
| Management And General | 643801 | ManagementAndGeneral |
| Fundraising | 912363 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109709 | Total |
| Program Services | 3786 | ProgramServices |
| Management And General | 41572 | ManagementAndGeneral |
| Fundraising | 64351 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163906 | Total |
| Program Services | 3127 | ProgramServices |
| Management And General | 107622 | ManagementAndGeneral |
| Fundraising | 53157 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140450 | Total |
| Program Services | 4764 | ProgramServices |
| Management And General | 54709 | ManagementAndGeneral |
| Fundraising | 80977 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17632 | Total |
| Management And General | 14371 | ManagementAndGeneral |
| Fundraising | 3261 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12347 | Total |
| Management And General | 12347 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 907027 | Total |
| Fundraising | 907027 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453143 | Total |
| Management And General | 453143 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61911 | Total |
| Management And General | 16808 | ManagementAndGeneral |
| Fundraising | 45103 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22882 | Total |
| Management And General | 22882 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91888 | Total |
| Program Services | 381 | ProgramServices |
| Management And General | 32365 | ManagementAndGeneral |
| Fundraising | 59142 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86531 | Total |
| Management And General | 86531 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 270473 | Total |
| Program Services | 4 | ProgramServices |
| Management And General | 270396 | ManagementAndGeneral |
| Fundraising | 73 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56014 | Total |
| Management And General | 7651 | ManagementAndGeneral |
| Fundraising | 48363 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293876 | Total |
| Program Services | 1445 | ProgramServices |
| Management And General | 264809 | ManagementAndGeneral |
| Fundraising | 27622 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2292 | Total |
| Management And General | 2292 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ALLOC OF INTERCO EXP | 0 | 22396 | -398103 | 375707 |
| PURCHASED SERVICES | 194003 | 46941 | 42610 | 104452 |
| FUNDRAISING EXPENSES | 168851 | 168851 | ||
| DUES AND SUBSCRIPTIONS | 26400 | 6867 | 19533 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77251 | Total |
| Management And General | 36475 | ManagementAndGeneral |
| Fundraising | 40776 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17555632 | Total |
| Program Services | 12663856 | ProgramServices |
| Management And General | 1791890 | ManagementAndGeneral |
| Fundraising | 3099886 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467687 | BOY |
| EOY | 777389 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11045810 | BOY |
| EOY | 9067768 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20694 | BOY |
| EOY | 1939 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 504112 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 433669 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113087 | BOY |
| EOY | 70443 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80543829 | BOY |
| EOY | 85261428 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048157 | BOY |
| EOY | 1805052 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94239264 | BOY |
| EOY | 96984019 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293178 | BOY |
| EOY | 361399 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4693429 | BOY |
| EOY | 4989412 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4986607 | BOY |
| EOY | 5350811 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35954840 | BOY |
| EOY | 35878497 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40507854 | BOY |
| EOY | 42659865 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12789963 | BOY |
| EOY | 13094846 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89252657 | BOY |
| EOY | 91633208 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94239264 | BOY |
| EOY | 96984019 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -818832 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3199383 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16055467 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9462895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12227977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14975440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15558496 | CurrentTaxYear |
| Total | 68280275 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16055467 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9462895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12227977 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14975440 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15558496 | CurrentTaxYear |
| Total | 68280275 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7237108 | AmountsSubstContributorsTotal |
| Public Support Total170 | 61043167 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2088744 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2180306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2039937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2219944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1048700 | CurrentTaxYear |
| Total | 9577631 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 77857906 | TotalSupport |
| Gross Receipts From Admissions Etc | 2300827 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66860 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 14785013 | BeginningOfYearBalance |
| Contributions | 304883 | Contributions |
| Investment Earnings Or Losses | 232183 | InvestmentEarningsOrLosses |
| Other Expenditures | 95921 | OtherExpenditures |
| End Of Year Balance | 15226158 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12130727 | BeginningOfYearBalance |
| Contributions | 321246 | Contributions |
| Investment Earnings Or Losses | 2396764 | InvestmentEarningsOrLosses |
| Other Expenditures | 63724 | OtherExpenditures |
| End Of Year Balance | 14785013 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9767019 | BeginningOfYearBalance |
| Contributions | 1648112 | Contributions |
| Investment Earnings Or Losses | 786983 | InvestmentEarningsOrLosses |
| Other Expenditures | 71387 | OtherExpenditures |
| End Of Year Balance | 12130727 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10741370 | BeginningOfYearBalance |
| Contributions | 264146 | Contributions |
| Investment Earnings Or Losses | -1183648 | InvestmentEarningsOrLosses |
| Other Expenditures | 54849 | OtherExpenditures |
| End Of Year Balance | 9767019 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 330263 | OtherCostOrOtherBasis |
| Depreciation | 260796 | Depreciation |
| Book Value | 69467 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 173849 | OtherCostOrOtherBasis |
| Depreciation | 172873 | Depreciation |
| Book Value | 976 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 70443 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO RELATED ORGANIZATIONS | $3,954,739 |
| CHARITABLE GIFT ANNUITIES | $1,034,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4989412 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | MOFFITT FOUNDATION ENDOWMENT FUNDS PROVIDE FOR CURRENT AND FUTURE FUNDING NEEDS RELATED TO THE OPERATIONS OF MOFFITT INSTITUTE. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | THE CANCER CENTER RECOGNIZES UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT (I.E., GREATER THAN 50% LIKELIHOOD OF RECEIVING BENEFIT) 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. THE CANCER CENTER HAS NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS AND DOES NOT BELIEVE THAT THERE WILL BE ANY MATERIAL CHANGES IN THE CANCER CENTER'S UNRECOGNIZED TAX POSITION OVER THE NEXT 12 MONTHS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| TRUE SENSE MARKETING | ||||||||
| 155 COMMERCE DR | FREEDOM | PA | 15042 | MAIL SOLICITATION | 0 | 617730 | 475777 | 141953 |
| HARRIS CONNECT LLC | ||||||||
| 1400-A CROSSWAYS BLVD | CHESAPEAKE | VA | 23320 | TELEPHONE SOLICITATION | 0 | 366118 | 307500 | 58618 |
| GRIZZARD COMMUNICATIONS GROUP INC | ||||||||
| 1144 MAILING AVE SE | ATLANTA | GA | 30315 | MAIL SOLICITATION | 0 | 150771 | 43190 | 107581 |
| THE STELTER COMPANY | ||||||||
| 10435 NEW YORK AVE | DES MOINES | IA | 50322 | MULTICHANNEL SOLICITATION | 0 | 1045 | 8810 | -7765 |
| BENTZ WHALEY FLESSNER & ASSOCIATES INC | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | STRATEGY | 0 | 0 | 71750 | -71750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1135664 | TotalGrossReceipts |
| Total Retained By Contractors | 907027 | TotalRetainedByContractors |
| Total Net To Organization | 228637 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | HI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | THE MAGNOLIA BALL | NameOfEvent1 |
| Gross Receipts Event1 | 2355032 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2105113 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 249919 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 86233 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 75930 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 154982 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 22573 | OtherDirectExpensesEvent1 |
| Name Of Event2 | AWARENESS LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 168047 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 148007 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 20040 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 12306 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 30766 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 8020 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 216641 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 183601 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 33040 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 25390 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 8437 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 6664 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 14220 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2739720 | GrossReceiptsTotal |
| Charitable Contributions Total | 2436721 | CharitableContributionsTotal |
| Gross Revenue Total Events | 302999 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 25390 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 106976 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 113360 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 154982 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 44813 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 445521 | DirectExpenseSummaryEvents |
| Net Income Summary | -142522 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Fundraising Payments | Schedule G, 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 HARRIS CONNECT,LLC, GRIZZARD COMMUNICATIONS GROUP, THE STELTER COMPANY, TRUE SENSE MARKETING AND BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. WERE $25,938, $6,101, $12,084, $116,082 AND $8,372, RESPECTIVELY. |
| Schedule G, Part I, Line 2b, Column (iv): | BENTZ WHALEY FLESSNER & ASSOCIATES, INC. IS HELPING H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. WITH PROGRAM ANALYSIS AND PROSPECT DEVELOPMENT FOR AN UPCOMING CAPITAL CAMPAIGN. SINCE THIS RELATES TO FUNDRAISING STRATEGY AND NOT DIRECT SOLICITATION, THERE ARE NO GROSS RECEIPTS LISTED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| H LEE MOFFITT CC&RI HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | 501(c)(3) | 1247268 | PHILANTHROPIC DISTRIBUTIONS | |||
| H LEE MOFFITT CC&RI INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | 501(c)(3) | 8519990 | PHILANTHROPIC DISTRIBUTIONS | 2469330 | FMV | EQUIPMENT |
| H LEE MOFFITT CC&RI LIFETIME CSC INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238640 | 501(c)(3) | 259082 | PHILANTHROPIC DISTRIBUTIONS | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | 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: 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM S DALTON MD | |||||||||||||
| 0 | 897989 | 0 | 257499 | 0 | 127946 | 0 | 25603 | 0 | 51498 | 0 | 1360535 | 0 | 0 |
| LOUIS D DE LA PARTE | |||||||||||||
| 0 | 387326 | 0 | 82453 | 0 | 2735 | 0 | 25602 | 0 | 19925 | 0 | 518041 | 0 | 0 |
| JOHN A KOLOSKY | |||||||||||||
| 0 | 597728 | 0 | 105953 | 0 | 72470 | 0 | 25603 | 0 | 23816 | 0 | 825570 | 0 | 0 |
| JANENE J CULUMBER | |||||||||||||
| 0 | 361448 | 0 | 53507 | 0 | 41213 | 0 | 19600 | 0 | 21442 | 0 | 497210 | 0 | 0 |
| SUSAN STERN | |||||||||||||
| 204865 | 0 | 20000 | 0 | 16908 | 0 | 18680 | 0 | 20889 | 0 | 281342 | 0 | 0 | 0 |
| CYNTHIA MCGIRK | |||||||||||||
| 123304 | 0 | 16700 | 0 | 896 | 0 | 8683 | 0 | 8190 | 0 | 157773 | 0 | 0 | 0 |
| DEAN R HEAD | |||||||||||||
| 0 | 191531 | 0 | 32275 | 0 | 10087 | 0 | 18509 | 0 | 14672 | 0 | 267074 | 0 | 0 |
| MARK F HULSE | |||||||||||||
| 0 | 260164 | 0 | 49002 | 0 | 8821 | 0 | 19600 | 0 | 24317 | 0 | 361904 | 0 | 0 |
| YVETTE M LYONS TREMONTI | |||||||||||||
| 0 | 302252 | 0 | 47835 | 0 | 14999 | 0 | 25602 | 0 | 23218 | 0 | 413906 | 0 | 0 |
| NICOLAS C PORTER | |||||||||||||
| 0 | 116710 | 0 | 60579 | 0 | 376964 | 0 | 25603 | 0 | 22090 | 0 | 601946 | 0 | 0 |
| W J WILSON | |||||||||||||
| 0 | 236235 | 0 | 20000 | 0 | 17464 | 0 | 19600 | 0 | 12015 | 0 | 305314 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1b | PAYMENTS MADE FOR HEALTH OR SOCIAL CLUB DUES, INITIATION FEES OR PERSONAL SERVICES 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 4a | THE CALENDAR YEAR TAXABLE WAGE AMOUNT INCLUDES A SEVERENCE PAYMENT TO NICOLAS PORTER FOR $313,196. | |
| 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. | |
| Part III | Schedule J, Part I, Line 3: FOUNDATION'S CEO IS PAID BY A RELATED ORGANIZATION WHICH ESTABLISHES THE COMPENSATION OF THE CEO BY RELYING ON AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. | Supplemental Information |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 452668 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUCTION ITEMS | Description |
| Number Of Contributions | 138 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| 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 (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | THE NUMBER OF CONTRIBUTORS REPORTED ON LINE 9 REPRESENTS THE NUMBER OF STOCK CONTRIBUTIONS, NOT THE NUMBER OF INDIVIDUAL SHARES RECEIVED. THE NUMBER OF CONTRIBUTORS REPORTED ON LINE 25 REPRESENTS THE NUMBER OF AUCTION ITEMS THAT WERE DONATED. |
| Third Party Use: | Part I, Line 32b: | STOCK DONATIONS ARE SENT TO NORTHERN TRUST WHO HAS BEEN INSTRUCTED TO SELL THE STOCK WITHIN THREE WORKING DAYS. |
| Non Reporting of Revenue: | Part I, Line 33: | MOST OF THE AUCTION ITEMS WERE DONATED FOR THE SILENT AUCTION AT THE MAGNOLIA BALL; THEREFORE, NO REVENUE WAS REPORTED. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 & MOFFITT GENETICS CORPORATION: H. LEE MOFFITT - DIRECTOR WILLIAM S. DALTON - OFFICER LOUIS D. DE LA PARTE - OFFICER JANENE J. CULUMBER - OFFICER FOUNDATION & MOFFITT TECHNOLOGIES CORPORATION: WILLIAM S. DALTON - OFFICER JOHN A. KOLOSKY - OFFICER LOUIS D. DE LA PARTE - OFFICER JANENE J. CULUMBER - OFFICER | |
| 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 ONE HUNDRED THOUSAND DOLLARS ($100,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($500,000.00), 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 TEN THOUSAND DOLLARS ($10,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING TWENTY FIVE THOUSAND DOLLARS ($25,000.00) 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 HUNDRED THOUSAND DOLLARS ($100,000.00) PER EXPENDITURE OR TWO HUNDRED FIFTY THOUSAND DOLLARS ($250,000.00) IN THE AGGREGATE ANNUALLY. | |
| Form 990, Part VI, Section B, line 11 | PRIOR TO PROVIDING FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, T0 THE FOUNDATION BOARD OF DIRECTORS FOR REVIEW, THE CHIEF FINANCIAL OFFICER REVIEWS THE RETURN. SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED AND ANY NECESSARY CORRECTIONS ARE MADE. PRIOR TO ELECTRONICALLY FILING FORM 990, MOFFITT FOUNDATION PROVIDES A COPY OF THE RETURN 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. | |
| 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 COMPENSATION, 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 PREREQUISITES (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 TO THE PUBLIC THROUGH THIRD PARTY VENDORS' WEBSITES, ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS. FORM 990 IS MADE AVAILABLE ON GUIDESTAR WHILE THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON DACBOND. 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 VI, Section B, Line 14:THE ORGANIZATION HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY WITH WHICH IT COMPLIES; HOWEVER, THE POLICY WAS NOT APPROVED BY THE BOARD OR A COMMITTEE BY THE FISCAL YEAR END. | ||
| Form 990, Part VII, Section A, Line 1a: EMPLOYEES WHO ARE LISTED ON MOFFITT FOUNDATION'S 2011 FORM 990 ARE EMPLOYEES WHOSE 2011 W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER 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 VII, Section A, Line 1b: DIRECTORS ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: JOSEPH CABALLERO: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. - 1 hr EDWARD C. DROSTE: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 1 hr BENJAMIN H. HILL: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 1 hr H. LEE MOFFITT: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. - 1 hr H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 1 hr H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING, INC. - 1 hr MOFFITT GENETICS CORPORATION - 1 hr Form 990, Part VII, Section A, Line 1b: OFFICERS ESTIMATE OF AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: WILLIAM S. DALTON: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 24 hrs MOFFITT TECHNOLOGIES CORPORATION - 1 hr MOFFITT GENETICS CORPORATION - 24 hrs LOUIS D. DE LA PARTE: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. - 22 hrs H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 17 hrs H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING, INC. - 5 hrs MOFFITT TECHNOLOGIES CORPORATION - 1 hr MOFFITT GENETICS CORPORATION -6 hrs JOHN A KOLOSKY: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. - 33 hrs H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 17 hrs MOFFITT TECHNOLOGIES CORPORATION - 1 hr NICOLAS PORTER: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 55 hrs JANENE J CULUMBER: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. - 22 hrs H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 17 hrs H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE LIFETIME CANCER SCREENING, INC. - 5 hrs MOFFITT TECHNOLOGIES CORPORATION - 1 hr MOFFITT GENETICS CORPORATION - 6 hrs DEAN R. HEAD: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 55 hrs MARK F. HULSE: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 55 hrs YVETTE M. LYONS TREMONTI: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE HOSPITAL, INC. - 33 hrs H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 22 hrs W. J. WILSON: H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. - 55 hrs | ||
| Form 990, Part XI, line 5: | TRANSFER FROM TAX EXEMPT AFFILIATE 5136984. OTHER THAN TEMPORARY WRITE-DOWN OF INVESTMENTS -1599365. RESTRICTED INVESTMENT INCOME INCLUDED IN REVENUE ON 990, -491932. BUT NOT IN REVENUE ON AUDITED FINANCIAL STATEMENTS OTHER 153696. Total to Form 990, Part XI, Line 5: 3199383. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | PATIENT CARE | FL | 501(c)(3) | Line 3 | N/A | 0 |
| H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | PARENT-RESEARCH | FL | 501(c)(3) | Line 7 | N/A | 0 |
| H LEE MOFFITT CC&RI LIFETIME CANCER SCREENING CENTER INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238640 | PRACTICE MANAGEMENT | FL | 501(c)(3) | Line 9 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| MOFFITT TECHNOLOGIES CORPORATION | ||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 300332914 | TECHNOLOGY MANAGEMENT | FL | N/A | C |
| MOFFITT GENETICS CORPORATION | ||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 208486180 | DATABASE MANAGEMENT | FL | N/A | C |
| 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 | 1 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | 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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