TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TAMPA BAY PERFORMING ARTS CENTER FOUNDATION INC (EIN 59-3524613)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-03
- IRS object ID
- 201832159349300813
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-03T08:53:32-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Metropolitan Ave Ste 1000 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593524613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tampa Bay Performing Arts Center | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAMP | BusinessNameControlTxt |
| Phone | 8132221044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 North WC Macinnes Place | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith Lisi | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8132221044 | PhoneNum |
| Signature | 2018-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Adams | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7043771678 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDITH LISI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 North WC Macinnes Place | AddressLine1Txt |
| City | Tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,945,896 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | n/a | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $565,520 | PYContributionsGrantsAmt |
| CY Contributions Grants | $733,142 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,492,435 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,911,720 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,057,955 | PYTotalRevenueAmt |
| CY Total Revenue | $2,644,862 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,540,033 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,928,554 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $99,673 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $621,958 | PYOtherExpensesAmt |
| CY Other Expenses | $669,893 | CYOtherExpensesAmt |
| PY Total Expenses | $2,161,991 | PYTotalExpensesAmt |
| CY Total Expenses | $3,598,447 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $895,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$953,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,504,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,531,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,890,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,571,907 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,614,672 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,959,927 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,928,554 | ExpenseAmt |
| Grant | $2,928,554 | GrantAmt |
| Desc | In fiscal year 2016/2017, the TBPAC Foundation, Inc. carried out its mission in supporting the tampa bay performing arts center, inc. (the "center") through disbursement of (a) approved spending policy distribution grants and (b) grants of gifts received from other foundations to support center education and opera programs, artistic initiatives, facility improvements and general operations.spending policy distributions are based on the related established board policy to provide a consistent process to move funds from the endowment to operating funds on an annual or approved basis. gifts received by the foundation and transferred to the center from other foundations are approved by the foundation board or per donor request.with the foundation serving as the endowment fund and support for the center, the foundation provided the Center financial stability in fiscal year 2016/2017 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.TBAC Foundation, Inc. Endowment by the Numbers:661 donors have contributed to the STRAZ Center endowment, ensuring that our programs will impact Tampa Bay in perpetuity.$63 million in gifts and pledges has been committed to the Straz Center endowment from both the private and public sectors through outright gifts and planned gifts.In 2017, $1.3 million of endowment earnings were distributed to the Straz Center's operating budget to support artisitc excellence, arts eduation and our state-of-the-art facilities.Impact of the Endowment:Income from our endowment allows the Straz Center to provide the highest level of artistic programming while also ensuring that young talent flourishes in our community. It also supports vital capital projects that help the Straz Center remain an industry standard.Artistic Excellence - Last year, more than 600,000 people came to the Straz Center to see a diverse menu of world-class cultural offerings. These offerings include the popular Broadway at the Straz Series, Opera Tampa, Intimate conerts in Club Jaeb, the National Geographic speakers, dance, comedy and so much more. In May, the Straz Center is excited to bring the acclaimed ballet powerhouse Ballet Nacional de Cuba to Moasani Hall.Opera Tampa - In addition to the powerful mainstage productions that take place at the Straz Center each year, the demand for the Opera Tampa Singers educational outreach programs has increased more than 56% in the past five seasons. In 2017, the Opera Tampa singers educated and inspired more than 8,600 students, teachers, families and seniors in more than 50 locations inluding schools, senior centers, hospitals and public areas throughout Tampa Bay.Arts Education - The Straz Center continues its commitment to teaching and arts education on our stages, in our classrooms and out in our community. The Straz Center's field trip program is the longest running arts education program. Since 1987, more than 1 million Tampa Bay children have attended educational, school day performances at the Straz Center. In 2017, 1,746 students of all ages took classes during the school year and attended summer camps at the Patel Conservatory, discovering their creative potential through dance, music and theater.Outreach - In 2017, the Straz Center served 35 partnering schools and agnecies and over 5,000 students through our community partnership program. Of those participating students, 2,250 experienced their first professional performance.In one instance, students from disadvantaged elementary and high schools participated in a 10-week, intergenerational learning project that partnered them wirh teaching artists and neighborhood senior citizens to explore what it means to grow up.Themed on the story of Peter Pan and Neverland, the project focused on the creation and performance of vignette stories that explore different generational experiences, including those reflected by the seniors' own lives.The project culminated with students, seniors and teachers together attending the Broadway touring production of Finding Neverland at the Straz Center.Scholarships - Scholarships enabled students, expecially those who otherwise would be unable to participate, to enroll in 506 classes and camps at the Patel Conservatory in 2017. Nearly $306,000 in need-based and merit scholarships was awarded to students in grades K-12 to pursue training in their area of interest.Ticket Subsidies - Our Operation Tickets Program provides subsidized tickets to more than 2,200 students from participating schools, including a majority of Title I schools, to attend more than 40 different Straz Center performances related to their classroom studies. One group traveled to the Straz Center from Pasco County to see a performance of Wicked. It was the first professional live performance they had seen. The Rachl Lisi Ticket Subsidy Fund aided low-inome and underserved individuals and fiamilies through subsidized tickets to performances.Capital Improvements - The Straz Center continues to be a state-of-the-art facility that offers the very best experience for performers and patrons alike. During this past year, backstage dressing rooms were upgraded to provide modern conveniences for cast members. In addition, the patron experience was elevated through our seat renovation project. This project included the restoration of all seats in the Orchestra section of Morsani Hall. The project will continue in the upcoming years as we upgrade our seating in the entire theater. | Desc |
| Total Program Service Expenses | $2,928,554 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BETH ROSSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132221044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 N WC MACINNES PLACE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336023720 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AD sandy mackinnon | ||||||||
| CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William O West | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| r kent bailey | ||||||||
| board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| don defosset | ||||||||
| board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Jaeb | ||||||||
| board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| helen kerr | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| jack kirkland | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| frank l morsani | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| frank j rief III | ||||||||
| board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gary Sasso | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| hinks shimberg | ||||||||
| BOard director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| martin l silbiger | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| william e starkey | ||||||||
| Board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| david a straz jr | ||||||||
| board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| susan sykes | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| don wallace | ||||||||
| board director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| jerry williams | ||||||||
| board director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDith lisi | ||||||||
| CEo (center) | 8.00 | 40.00 | Yes (X) | Yes (X) | $0 | $628,357 | $168,954 | |
| lorrin shepard | ||||||||
| coo (center) | 8.00 | 40.00 | Yes (X) | $0 | $204,309 | $22,360 | ||
| mary beth rossi | ||||||||
| cfo (center) | 8.00 | 40.00 | Yes (X) | $0 | $230,713 | $22,246 | ||
| Julie Britton | ||||||||
| VP Development (Center) | 8.00 | 40.00 | $0 | $159,463 | $17,153 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,222,842 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $230,713 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Tampa Bay Performing Arts Center | |||||
| 1010 North WC Macinnes Place | Tampa | FL | 33602 | Administrative Services | $314,708 |
| Merrill Lynch | |||||
| 101 E Kennedy Blvd | Tampa | FL | 33602 | Investment Management Services | $165,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $733,142 | AllOtherContributionsAmt |
| Noncash Contributions | $75,574 | NoncashContributionsAmt |
| Total Contributions | $733,142 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $776,121 | TotalRevenueColumnAmt |
| Exclusion | $776,121 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,436,633 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,301,034 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,135,599 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,135,599 | TotalRevenueColumnAmt |
| Exclusion | $1,135,599 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,644,862 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,911,720 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,928,554 | TotalAmt |
| Program Services | $2,928,554 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,408 | TotalAmt |
| Management And General | $209,408 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,378 | TotalAmt |
| Management And General | $333,630 | ManagementAndGeneralAmt |
| Fundraising | $64,748 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,190 | TotalAmt |
| Management And General | $3,862 | ManagementAndGeneralAmt |
| Fundraising | $328 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226 | TotalAmt |
| Fundraising | $1,226 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,320 | TotalAmt |
| Management And General | $23,320 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,371 | TotalAmt |
| Fundraising | $33,371 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,598,447 | TotalAmt |
| Program Services | $2,928,554 | ProgramServicesAmt |
| Management And General | $570,220 | ManagementAndGeneralAmt |
| Fundraising | $99,673 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,118 | BOYAmt |
| EOY | $99,074 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,318 | BOYAmt |
| EOY | $835,134 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,475,231 | BOYAmt |
| EOY | $9,130,663 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000 | BOYAmt |
| EOY | $8,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,556,742 | BOYAmt |
| EOY | $28,132,457 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,328 | BOYAmt |
| EOY | $494,661 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,979 | BOYAmt |
| EOY | $831,845 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,504,716 | BOYAmt |
| EOY | $39,531,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,067 | BOYAmt |
| EOY | $73,902 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,240,284 | BOYAmt |
| EOY | $876,171 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,693 | BOYAmt |
| EOY | $621,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,890,044 | BOYAmt |
| EOY | $1,571,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,942,824 | BOYAmt |
| EOY | $9,238,559 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,105 | BOYAmt |
| EOY | $925,960 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,388,743 | BOYAmt |
| EOY | $27,795,408 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,614,672 | BOYAmt |
| EOY | $37,959,927 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,504,716 | BOYAmt |
| EOY | $39,531,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$953,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,247,615 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $51,225 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | tampa bay performing arts center inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592037085 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $2,928,554 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,928,554 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section C, Line 1: | FormAndLineReferenceDesc |
| Explanation | Fifty-six percent of the Foundation's Board OF Directors are also Board Trustees on the Tampa Bay Performing Arts Center Inc. dba David A. Straz Jr. Center for the Performing Arts. The control and management by these Directors is vested as Trustees of the TBPAC Center Inc., given they attend the respective Board meetings on each entity and have voting rights. In addition, the President and CEO of the TBPAC Center Inc., is also a Board Director of the TBPAC Foundation. Accordingly, from both a Center and Foundation Board Governance oversight, an adequate level of vesting and support by both Boards for any funding requests that the Center may have given the only mission of the Foundation is to support the Center. For the current 2016 tax year the Center's funding requirements from the Foundation Board consist of a) Annual Administrative Service Fees - for administrative support provided by the Center to the Foundation through an arms length service agreement and b) Annual Spending Policy Distribution (2-5% of unrestricted endowment portfolio invested earnings). If there are any one time requests from the Center to the foundation for special funding needs, the request is discussed with the Center's Board Finance and Executive Committees and then brought forward to the Treasurer and Foundation Board for consideration and approval. In addition, note the Foundation's Investment Committee, the only standing Board Committee of the Foundation, is comprised of both Board trustees of the Center and the Foundation. This committee oversees both the Center and Foundation's endowment portfolios, with the public endowment grant match funds residing in the Center's portfolio. Therefore, the Investment Committee is comprised of a total of 7 Board Members, coming from both Boards, comprised of 4 Foundation Board Directors and 3 Center Board Trustees. The Chair of this Committee is the Vice Chair of The Center Board, who is also the Treasurer of the Foundation Board. The President of the Center who serves as a Board Director of the Foundation, also serves on this Committee. The two Center Board Trustees that serve on this Committee are also on the Center's Finance Committee. With the above indicated interaction of Board members across both boards, the vested and committed interest of both entities funding and mission is considered evident and practiced. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,396,345 | BeginningYearBalanceAmt |
| Contributions | $1,534,812 | ContributionsAmt |
| Investment Earnings Or Losses | $2,190,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,531,156 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,590,533 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,106,198 | BeginningYearBalanceAmt |
| Contributions | $1,713,956 | ContributionsAmt |
| Investment Earnings Or Losses | $2,729,003 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,152,812 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,396,345 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,807,304 | BeginningYearBalanceAmt |
| Contributions | $1,428,800 | ContributionsAmt |
| Investment Earnings Or Losses | $188,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,318,703 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,106,198 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,939,129 | BeginningYearBalanceAmt |
| Contributions | $807,398 | ContributionsAmt |
| Investment Earnings Or Losses | $2,686,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,625,542 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,807,304 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,946,524 | BeginningYearBalanceAmt |
| Contributions | $1,715,119 | ContributionsAmt |
| Investment Earnings Or Losses | $2,878,184 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,600,698 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,939,129 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO TAMPA BAY PERFORMING ARTS CENTER | Desc |
| Amt | $621,834 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $621,834 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | TAMPA BAY PERFORMING ARTS CENTER FOUNDATION, INC (THE "FOUNDATION") IS BENEFICIARY OF THE RELATED FUNDS AT THE COMMUNITY FOUNDATION OF TAMPA BAY AND IS ENTITLED TO ALLOCATED DISTRIBUTIONS OF NET EARNINGS. PERMANENT ENDOWMENT FUNDS HELD IN TRUST BY THE TAMPA BAY COMMUNITY FOUNDATION FOR THE BENEFIT OF THE FOUNDATION CONSIST OF DISTRIBUTION AND USAGE OF INVESTMENT EARNINGS FOR BOTH UNRESTRICTED AND RESTRICTED DONOR DESIGNATED PURPOSES. THE USAGE OF THE UNRESTRICTED EARNINGS ALLOWS THE FOUNDATION THE FLEXIBILITY TO USE THE INVESTMENT INCOME RETURN AS BEST SERVES THE ORGANIZATION'S IMMEDIATE CHALLENGES AND FUNDING REQUIREMENTS AS APPROVED BY THE BOARD. INTERNAL GUIDELINES FOR UNRESTRICTED EARNINGS ALLOW USAGE FOR OPERATING EXPENSES FOR ADMINISTRATIVE AND PROGRAMMING ACTIVITIES AS WELL AS SPECIAL PROJECTS. THE RESTRICTED DONOR DESIGNATIONS ON USAGE OF INVESTMENT EARNINGS ARE RELATED TO EDUCATION MUSIC PROGRAMMING. ENDOWMENT PROGRAM ALSO ALLOWS TAMPA BAY PERFORMING ARTS CENTER, INC. TO EXPAND ITS EDUCATIONAL PROGRAMMING AND INCREASE ITS IMPACT ON THE COMMUNITY. |
| Part X, Line 2: | The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. Management has evaluated the effect of the guidance provided by U.S. GAAP on Accounting for Uncertainty in Income Taxes. Management believes that the Organization continues to satisfy the requirements of a tax-exempt organization as of September 30, 2017. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | tampa bay performing arts center inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 n wc macinnes place | AddressLine1Txt |
| City | tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 592037085 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $2,928,554 | CashGrantAmt |
| Purpose Of Grant | Donor Designated Programs General Programming and Capital Project Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | money is provided as approved by the foundation board of directors to the tampa bay performing arts center (the "center") as a result of the foundation's role as a supporting organization to the center, in accordance with the foundation's spending policy as applicable as well as per donor restricted designations on respective endowment earnings. the funds are to be used in conjunction with the mission of the center and/or as designated by respective donors. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDith lisi | ||||||||||||||
| CEo (center) | $0 | $396,581 | $0 | $196,962 | $0 | $34,814 | $0 | $21,200 | $0 | $147,754 | $0 | $797,311 | $0 | $0 |
| lorrin shepard | ||||||||||||||
| coo (center) | $0 | $152,222 | $0 | $17,500 | $0 | $34,587 | $0 | $14,928 | $0 | $7,432 | $0 | $226,669 | $0 | $0 |
| mary beth rossi | ||||||||||||||
| cfo (center) | $0 | $181,997 | $0 | $17,500 | $0 | $31,216 | $0 | $17,022 | $0 | $5,224 | $0 | $252,959 | $0 | $0 |
| Julie Britton | ||||||||||||||
| VP Development (Center) | $0 | $111,617 | $0 | $15,000 | $0 | $32,846 | $0 | $11,544 | $0 | $5,609 | $0 | $176,616 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B: | THE 2016 CONTRIBUTION TO JUDITH LISI'S EMPLOYEE BENEFIT PLAN INCLUDES DEFERRED COMPENSATION OF $137,435. |
| SCHEDULE J, PART II: | THE ORGANIZATION HAS NO FULL TIME EMPLOYEES. KEY PERSONNEL IN SUPPORT OF THE ORGANIZATION ARE EMPLOYEES OF TAMPA BAY PERFORMING ARTS CENTER, INC. AND ARE SUBJECT TO THE COMPENSATION, CLASSIFICATION, AND ALL OTHER PERSONNEL POLICIES OF TAMPA BAY PERFORMING ARTS CENTER, INC. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,574 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1, Organization's Mission: | THE FOUNDATION IS ORGANIZED AS A SUPPORTING ORGANIZATION EXCLUSIVELY FOR, AND IS DEDICATED TO, THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF, THE TAMPA BAY PERFORMING ARTS CENTER, INC. (THE "CENTER"), A 501(C)(3) ORGANIZATION TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE UNDER SECTION 170 OF THE INTERNAL REVENUE CODE OF 1986, AS SUCH CODE IS AMENDED FROM TIME TO TIME, (THE "INTERNAL REVENUE CODE"). the foundation shall invest its funds and serve as an endowment fund for the supported organization, namely the tampa bay performing arts center, inc. the foundation shall encourage and motivate the making of gifts, donations and benefactions by intervivos gift, deed will and otherwise, for the advancement, or promotion, of programs or and maintenance of, the activities, operations and capital projects of the tampa bay performing arts center, inc. this organization shall conduct corporate and public fund-raising activities on behalf of the center and in support of the activities, operations and capital projects of the center. the foundation shall distribute its net income at least annually to the center. the foundation may distribute any unrestricted and quasi endowment funds as approved by the tampa bay performing arts center, inc., and the Tampa Bay Performing Arts Center Foundation, Inc. |
| Form 990, Part VI, Section B, line 11b | before the form is filed for the foundation, it will be reviewed by the foundation's treasurer and cfo. the cfo and treasurer will then present it to the audit committee at a special dedicated meeting with a highlighted review of the form section by section being done by the controller, cfo and ceo, as applicable. after the treasurer and audit committee have reviewed the form, the cfo will provide: (1) a summary of the highlighted review of the form 990 section by section along with (2) a final draft of the respective form 990 for the year being filed to all board members who have voting privileges and (3) a recommendation for motion for approval for the form 990 to be filed as being presented in final draft form. This will be done via 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. |
| Form 990, Part VI, Section B, line 12c | BOARD MEMBERS AND EXECUTIVE STAFF (CEO, CFO, COO, CPMO AND VICE PRESIDENTS) ARE REQUIRED, ON AN ANNUAL BASIS TO: (1) READ THE CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY, (2) SIGN OFF ON ACKNOWLEDGMENT THAT POLICY HAS BEEN READ AND RECEIVED AND (3) COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. THE CFO REVIEWS THE COMPLETED ANNUAL CONFLICT OF INTEREST DISCLOSURE FORMS. ANY CONCERNS ON CONFLICTS ARE RAISED TO THE CEO, VP OF DEVELOPMENT (STAFF LIAISON TO THE BOARD GOVERNANCE COMMITTEE) AND THE BOARD GOVERNANCE COMMITTEE AS APPLICABLE. IF ANY BOARD MEMBER OR EXECUTIVE STAFF DOES NOT COMPLETE THE RELATED ANNUAL FORMS, THE VP OF DEVELOPMENT WILL ADDRESS ACCORDINGLY. IF THERE ARE ANY QUESTIONS ON CONFLICT, THE RELATED BOARD MEMBER OR KEY EXECUTIVE STAFF MEMBER IS REQUIRED TO DISCLOSE AND REMOVE HIMSELF OR HERSELF FROM VOTING ON A PARTICULAR MATTER, DECLINE IN PARTICIPATION IN A CONFLICTING BID FOR RELATED BUSINESS WITH THE ORGANIZATION OR NOT APPLY FOR EMPLOYMENT AS A STAFF POSITION IF IT IS DETERMINED THERE IS AN ACTUAL CONFLICT. |
| Form 990, Part VI, Section B, line 15 | THE FOUNDATION HAS NO FULL-TIME EMPLOYEES. KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE center EMPLOYEES AND ARE SUBJECT TO COMPENSATION, CLASSIFICATION AND ALL OTHER PERSONNEL POLICIES OF THE CEnter. THE Center PERIODICALLY REVIEWS ITS CLASSIFICATION AND COMPENSATION STRUCTURE to ensure reasonableness. |
| Form 990, Part VI, Section C, line 19 | the organization's governing documents and conflict of interest policy are available upon request. the organization's financial statements are available upon request and on the organization's website. |
| Form 990, Part IX, line 11g | Consulting: Program service expenses 0. Management and general expenses 20,524. Fundraising expenses 64,748. Total expenses 85,272. CENTER ADMIN FEES: Program service expenses 0. Management and general expenses 313,106. Fundraising expenses 0. Total expenses 313,106. |
| Form 990, Part XI, line 9: | Change in value of beneficial interest 51,225. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | tampa bay performing arts center inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 north wc macinnes place | AddressLine1Txt |
| City | tampa | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592037085 | EIN |
| Primary Activities | performing arts | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501 (c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |