TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC (EIN 59-3524613)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-12
- IRS object ID
- 201102249349301695
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T16:11:03-04:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | INC | BusinessNameLine2 |
| 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 | JUDY LISI | Name |
| Title | CEO | Title |
| Date Signed | 2011-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Judy Lisi CEO President | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 35616566 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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. please refer to attachments 3 and 4. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 808866 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20206540 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1399106 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1443237 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2207972 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18763303 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1492129 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 857214 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 144908 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 122935 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 3500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 256125 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 566833 | OtherExpensePriorYear |
| Other Expenses Current Year | 3844518 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2207370 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4824667 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 602 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13938636 | RevenuesLessExpensesCY |
| Total Assets BOY | 17716135 | TotalAssetsBOY |
| Total Assets EOY | 33399424 | TotalAssetsEOY |
| Total Liabilities BOY | 1616294 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 852404 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16099841 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32547020 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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., 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"). THIS ORGANIZATION SHALL INVEST ITS FUNDS AND SERVE AS AN ENDOWMENT FUND FOR THE SUPPORTED ORGANIZATION, NAMELY THE TAMPA BAY PERFORMING ARTS CENTER, INC. THIS ORGANIZATION 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 OF 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 TAMPA BAY PERFORMING ARTS CENTER, I | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 857214 | Expense |
| Grants | 857214 | Grants |
| Revenue | 20206540 | Revenue |
| Description | In FY 09/10, in carrying out its mission in supporting the Tampa Bay Performing Arts Center Inc 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 form the endowment to operating funds on an annual or approved basis. Gifts received by the Foundation Inc and transferred to the Center, from other Foundations are approved by the Foundation Inc Board or per donor request. With the Foundation Inc serving as the endowment fund and support for the Center, TBPAC Foundation Inc provided financial stability in uncertain and challenging times in FY 09/10 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 | 857214 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | true | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY BETH ROSSI | NamePerson |
| 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 (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| R Kent Bailey | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Don DeFosset | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Stacey Jaeb | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Helen Kerr | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | |||
| Judy Lisi - SEE SCH J PART III | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 437155 | 125217 | X | |
| Sandy MacKinnon | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Gene Marshall | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Gwen Mitchell | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Frank Morsani | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Sandy Rief | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Hinks Shimberg | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | X | |
| Martin Silbiger | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Susan Sykes | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Bill Starkey | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | X | |
| Michael Urette | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Don Wallace | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| Jerry Williams | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| BILL WEST | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| DAVID STRAZ | |||||||
| BOARD DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||
| BILL FAUCETT | |||||||
| DIR OF ENDOWMENT AND GIVING | 40.0 | 100594 | 0 | 9383 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 100594 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 437155 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 134600 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STRAZ CENTER | NamePerson |
Address Of Contractor AddressOfContractor
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) |
|---|---|---|
| Description Of Services | ADMINISTRATION | DescriptionOfServices |
| Compensation | 258768 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 20206540 | AllOtherContributions |
| Total Contributions | 20206540 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 395236 | TotalRevenueColumn |
| Exclusion | $395,236 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15014790 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16853263 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1838473 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1838473 | TotalRevenueColumn |
| Exclusion | -$1,838,473 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18763303 | TotalRevenueColumn |
| Exclusion | -$1,443,237 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 857214 | Total |
| Program Services | 857214 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104136 | Total |
| Fundraising | 104136 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6720 | Total |
| Fundraising | 6720 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4011 | Total |
| Fundraising | 4011 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8068 | Total |
| Fundraising | 8068 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24911 | Total |
| Management And General | 24911 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127537 | Total |
| Management And General | 127537 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4854 | Total |
| Fundraising | 4854 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79122 | Total |
| Fundraising | 79122 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12009 | Total |
| Fundraising | 12009 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902 | Total |
| Fundraising | 902 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8418 | Total |
| Fundraising | 8418 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258768 | Total |
| Management And General | 258768 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| CONTRIBUTION ALLOWANCES | 3299606 | 3299606 | |
| BUSINESS DEVELOPMENT | 9112 | 9112 | |
| DONOR RECOGNITION | 8282 | 8282 | |
| SUBSCRIPTIONS AND MEMBERSHIPS | 1404 | 1404 | |
| OTHER | 9593 | 506 | 9087 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4824667 | Total |
| Program Services | 857214 | ProgramServices |
| Management And General | 3711328 | ManagementAndGeneral |
| Fundraising | 256125 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1916369 | BOY |
| EOY | 858600 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600062 | BOY |
| EOY | 895716 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2890429 | BOY |
| EOY | 18010872 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23528 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10576341 | BOY |
| EOY | 12966134 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064318 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645088 | BOY |
| EOY | 668102 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17716135 | BOY |
| EOY | 33399424 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46294 | BOY |
| EOY | 39040 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1570000 | BOY |
| EOY | 813364 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1616294 | BOY |
| EOY | 852404 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3607954 | BOY |
| EOY | 4123642 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2406496 | BOY |
| EOY | 2381092 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10085391 | BOY |
| EOY | 26042286 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16099841 | BOY |
| EOY | 32547020 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17716135 | BOY |
| EOY | 33399424 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | 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 | 07 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $857,214 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 857214 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.30000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.70000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO TAMPA BAY PERFORMING ARTS CENTER, INC. | $813,329 |
| OTHER ACCRUED EXPENSES | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 813364 | TotalOfAmounts |
| Total Revenue | 18763303 | TotalRevenue |
| Total Expenses | 4824667 | TotalExpenses |
| Excess Or Deficit For Year | 13938636 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2508543 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2508543 | TotalAdjustments |
| Excess Or Deficit Per FS | 16447179 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18047673 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2508543 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2508543 | RevenueNotRptdF990 |
| Revenue Subtotal | 15539130 | RevenueSubtotal |
| Investment Expenses Not Included | 127537 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3096636 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3224173 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18763303 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1600494 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1600494 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 127537 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3096636 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3224173 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4824667 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS HELD BY UNRELATED ORGANIZATION | SCHEDULE D, PART V, Question 3a(i) | UNRELATED ORGANIZATION- 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 ORGANIZATIONS 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 TBPAC TO EXPAND ITS EDUCATIONAL PROGRAMMING AND INCREASE ITS IMPACT ON THE COMMUNITY. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X | 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 ARE ALSO EXEMPT FROM STATE INCOME TAXES. MANAGEMENT BELIEVES THAT THE UNRELATED BUSINESS INCOME GENERATED BY THE FOUNDATION IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. ASC TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. MANAGEMENT ASSERTS THAT NO SUCH UNCERTAIN TAX POSITION EXIST FOR THE STRAZ CENTER AT SEPTEMBER 30, 2010 OR 2009. |
| Change in Beginning Balance of Endowment Funds | Schedule D, PArt V, Line 1a | The beginning balance of the endowment funds does not reconcile to the ending balance from the prior year since a new approach for reporting endowment funds was adopted in the current year under SFAS 117-1. |
| Other Reconciling Items | Schedule D, Part XII, Line 4b and Part XIII, Line 4b | Contribution Allowances $3,096,636 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | 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 | 857214 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | n/a | MethodOfValuation |
| Description Of Non Cash Assistance | n/a | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCESS FOR MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | 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 Foundations 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 | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Judy Lisi - SEE SCH J PART III | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 414961 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 22194 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 116810 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 8407 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 562372 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 1018051 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DEFERRED COMPENSATION: JUDI LISI | Identifier |
| Return Reference | SCHEDULE J, PART C, COLUMN II | ReturnReference |
| Explanation | 2009 contribution to Judith Lisi employee benefit plan includes deferred compensation at a total net present value in the amount of $86,913. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Review of Form 990 | FORM 990, PART VI, 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 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 A PROTECTED BOARD PORTAL WEBSITE 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. AND FINANCE COMMITTEES WILL ALSO, BASED ON THEIR REVIEW OF THE FORM, MAKE NECESSARY RECOMMENDATIONS TO THE BOARD REGARDING GOVERNANCE, POLICIES, DISCLOSURE, ETC. |
| Monitoring compliance with Conflict of Interest Policy | Form 990, Part VI, Section B, Line 12C | Board members and Executive Staff (CEO, CFO, COO and Vice Presidents) on an annual basis are required to: 1) read the conflict of interest and Confidentiality Policy 2) sign off on acknowledgement that policy has been read and received 3) complete a conflict of interest disclosure form. 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 or CFO will address accordingly. If there is any question 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 participation in a conflicting bid for related business with the organization or not apply for employment as a staff position if it determined there is an actual conflict. |
| FULL NAME OF ORGANIZATION | FORM 990, LINE C | The Full Legal name of the organization is TAMPA BAY PERFORMING ARTS Center Foundation, Inc. |
| AUDITED FINANCIAL STATEMENTS | FORM 990, PART IV QUESTION 12 | TAMPA BAY PERFORMING ARTS CENTER Foundation, Inc.'S FINANCIAL STATEMENTS ARE AUDITED ON A COMBINED BASIS BY AN INDEPENDENT ACCOUNTANT. BASED ON THE INSTRUCTIONS TO FORM 990, BECAUSE A SEPARATE STAND ALONE AUDIT JUST OF TAMPA BAY PERFORMING ARTS CENTER Foundation, Inc. WAS NOT CONDUCTED, A "NO" ANSWER TO THIS QUESTION WAS DEEMED TO BE THE TECHNICALLY CORRECT RESPONSE. |
| FAMILY AND BUSINESS RELATIONSHIPS | FORM 990, PART VI, SECTION A, LINE 2 | NAME OF OFFICER/DIRECTOR FRANK MORSANI NAME OF RELATED ENTITY LEANE ROWE TITLE OF ROLE TBPAC INC Trustee RELATIONSHIP FATHER NAME OF OFFICER/DIRECTOR HINKS SHIMBERG NAME OF RELATED ENTITY KASEY SHIMBURG KELLY TITLE OF ROLE TBPAC INC Trustee RELATIONSHIP DAUGHTER NAME OF OFFICER/DIRECTOR MARTIN SILBIGER NAME OF RELATED ENTITY BEN GUZZLE TITLE OF ROLE TBPAC INC Trustee RELATIONSHIP SON-IN-LAW NAME OF OFFICER/DIRECTOR STACEY JAEB NAME OF RELATED ENTITY LORENA JAEB TITLE OF ROLE TBPAC INC Trustee RELATIONSHIP MOTHER-IN-LAW NAME OF OFFICER/DIRECTOR MANDELL SHIMBERG NAME OF RELATED ENTITY MICHAEL SHIMBERG TITLE OF ROLE EMPLOYEE OF MERRILL LYNCH, WHO IS ENDOWMENT FUND MANAGER RELATIONSHIP SON NAME OF OFFICER/DIRECTOR WILLIAM O. WEST (PRESIDENT - BANK OF TAMPA) NAME OF RELATED ENTITY MANDELL SHIMBERG TITLE OF ROLE CHAIRMAN OF FOUNDATION BOARD INC. RELATIONSHIP CLIENT NAME OF OFFICER/DIRECTOR WILLIAM O. WEST (PRESIDENT - BANK OF TAMPA) NAME OF RELATED ENTITY MIKE URETTE TITLE OF ROLE BOARD DIRECTOR RELATIONSHIP CLIENT NAME OF OFFICER/DIRECTOR GWEN MITCHELL NAME OF RELATED ENTITY UNITED WAY OF TAMPA BAY TITLE OF ROLE CHAIR RELATIONSHIP UNITED WAY HAS RELATIONSHIP WITH THE CENTER |
| MAKING DOCUMENTS AVAILABLE TO THE PUBLIC | PART VI, SECTION C, LINE 19 | TAMPA BAY PERFORMING ARTS CENTER DOES MAKE ITS GOVERNING DOCUMENTS AND ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST WITH DISCRETION. ANNUAL AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON WEBSITE AS WELL AS UPON REQUEST. |
| service agreement between the TAMPA BAY PERFORMING ARTS CENTER INC | and TAMPA BAY PERFORMING ARTS CENTER Foundation INC | THE CENTER AND THE FOUNDATION HAVE A SERVICE AGREEMENT IN PLACE. THE ORIGINAL AGREEMENT WAS PUT INTO PLACE IN 1997 AND WAS UPDATED IN 2010. THE REVISED AGREEMENT WAS IN EFFECT FOR THE 2009 RETURN. |
| TIME SPENT WORKING FOR A RELATED ORGANIZATION | FORM 990, PART VII | THE FOLLOWING INDIVIDUALS SPENT TIME WORKING FOR THE TAMPA BAY PERFORMING ARTS CENTER, INC., A RELATED ORGANIZATION: HELEN KERR 1. JUDITH LISI 40. SANDY MACKINNON 1. GENE MARSHALL 1. GWEN J. MITCHELL 1. FRANK L. MORSANI 1. HINKS SHIMBERG 1. MARTIN SILBIGER 1. SUSAN SYKES 1. MICHAEL E. URETTE 1. BILL WEST 1. DON WALLACE 1. |
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 | Perform. arts | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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