H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION INC (EIN 59-3238636)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201413189349307101
- Schema version
- 2013v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T14:30:37-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD SUITE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593238636 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LEE MOFFITT CANCER CENTER & RESEARCH | BusinessNameLine1 |
| Business Name Line2 | INSTITUTE FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HLEE | BusinessNameControlTxt |
| Phone | 8137454673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Yvette Tremonti | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 8137457862 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM RIKER | PreparerPersonNm |
| PTIN | P01226021 | PTIN |
| Phone | 4048748300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN F LIST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $94,669,408 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MOFFITT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE, MAINTAIN AND HOLD FUNDS FOR THE BENEFIT OF H. LEE MOFFITT CC&RI, INC. AND ITS SUBS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,618,708 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,711,907 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,902,165 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,065,901 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$165,284 | PYOtherRevenueAmt |
| CY Other Revenue | -$68,945 | CYOtherRevenueAmt |
| PY Total Revenue | $24,355,589 | PYTotalRevenueAmt |
| CY Total Revenue | $24,708,863 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,559,818 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,984,141 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,981,799 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,263,096 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,075,169 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $949,148 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,635,780 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,902,039 | PYOtherExpensesAmt |
| CY Other Expenses | $2,531,389 | CYOtherExpensesAmt |
| PY Total Expenses | $20,518,825 | PYTotalExpensesAmt |
| CY Total Expenses | $24,727,774 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,836,764 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$18,911 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,908,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,150,753 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,363,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,234,836 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $102,545,183 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $112,915,917 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PRIMARY EXEMPT PURPOSE OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. IS TO RAISE, MAINTAIN AND HOLD FUNDS WHICH ARE PRIMARILY USED FOR THE BENEFIT OF H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. AND ITS SUBSIDIARIES IN ACCORDANCE WITH RESTRICTIONS, IF ANY, IMPOSED BY DONORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,190,798 | ExpenseAmt |
| Grant | $18,984,141 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE FOUNDATION, INC. ("MOFFITT FOUNDATION") WAS FOUNDED IN 1994 WITH THE SOLE PURPOSE OF SUPPORTING RESEARCH, PATIENT CARE AND EDUCATION AT H. LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE, INC. (MOFFITT INSTITUTE). IT IS A TAX-EXEMPT CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS AUTHORIZED TO ACCEPT CHARITABLE GIFTS ON BEHALF OF MOFFITT INSTITUTE. ALL CONTRIBUTIONS ARE TAX DEDUCTIBLE WITHIN THE LIMITS SET BY LAW. PHILANTHROPY IS CRITICAL TO THE MOFFITT MISSION - TO CONTRIBUTE TO THE PREVENTION AND CURE OF CANCER - AND PHILANTHROPIC DONATIONS ARE DISSEMINATED ACROSS A WIDE SPECTRUM OF MOFFITT PROGRAMS AND SERVICES.MOFFITT FOUNDATION SOLICITS AND WELCOMES FINANCIAL GIFTS FROM DONORS WHO WISH TO SUPPORT THE WORK OF THE CANCER CENTER. CHARITABLE GIFTS PROVIDE AN IMPORTANT SOURCE OF FUNDING FOR MOFFITT'S EFFORTS IN TREATING AND CURING CANCER. DONORS MAY RESTRICT THEIR GIFTS FOR USE IN A SPECIFIC AREA OF CANCER RESEARCH, PATIENT CARE OR COMMUNITY EDUCATION. GIFTS ALSO MAY BE DIRECTED FOR USE IN AN AREA OF GREATEST NEED.THE MONEY RAISED BY THE FOUNDATION IS DISTRIBUTED FOR SUCH THINGS AS THE PURCHASE OF ADVANCED TECHNOLOGICAL EQUIPMENT, SUPPORT FOR RESEARCH LABORATORIES AND SUPPLIES, CANCER EDUCATION AND OUTREACH, LODGING, BIOMEDICAL LIBRARY, HEALTH DISPARITIES, SURVIVORSHIP AND INTEGRATIVE MEDICINE PROGRAMS.IN FY14, MOFFITT FOUNDATION HAD FOUR FUNDRAISING EVENTS. THE TWO LARGEST FUNDRAISING EVENTS ARE AS FOLLOWS:THE MAGNOLIA BALL - THE MAGNOLIA BALL WAS HELD ON SATURDAY, MAY 3, 2014, AT THE A LA CARTE EVENT PAVILION IN TAMPA, FLORIDA. ALMOST 700 ATTENDEES ENJOYED THE EVENING'S EVENTS WHICH INCLUDED A SILENT AUCTION, LIVE AUCTION, REMARKS FROM MOFFITT LEADERSHIP, A CHALLENGE GIFT, AND ENDED WITH PRIVATE ENTERTAINMENT BY HUEY LEWIS AND THE NEWS. BOB AND LORRAINE DUTKOWSKY WERE THE EVENT CHAIRS. THE PRESENTING SPONSOR WAS SKANSKA USA BUILDING INC. PROCEEDS FROM THE EVENT HELP PROVIDE THE MOST ADVANCED TREATMENT OPTIONS AND SUPPORT SERVICES TO PATIENTS AND THEIR FAMILIES. SPONSORSHIP DOLLARS ALSO GO TO FUND THE MAGNOLIA LODGING PROGRAM, WHICH HOUSES OUR PATIENTS WHO NEED TO BE CLOSE TO THE CANCER CENTER DURING THEIR TREATMENT. MILES FOR MOFFITT - THE 2014 PNC MILES FOR MOFFITT WAS ONE FOR THE HISTORY BOOKS. ON RACE DAY, MAY 10, 2014, OVER 7,500 PEOPLE HIT THE PAVEMENT IN SUPPORT OF CANCER RESEARCH AT MOFFITT CANCER CENTER. OUR VIRTUAL RUNNERS, PARTICIPANTS, DONORS AND SPONSORS RAISED MORE THAN $600,000, NEARLY DOUBLE THE AMOUNT OF OUR PREVIOUS FUNDRAISING RECORD. WITH EACH MILE AND DONATION, WE CONTRIBUTED TO THE PREVENTION AND CURE OF CANCER. SINCE 2006, MILES FOR MOFFITT HAS RAISED NEARLY $1.5 MILLION AND FUNDED 27 RESEARCHERS AND THEIR CANCER RESEARCH PROGRAMS AT MOFFITT. IT IS AN INSPIRING COMMUNITY EVENT, AND A DAY OF FUN IN THE MIDST OF THIS IMPORTANT FIGHT TO FUND CANCER RESEARCH AT MOFFITT CANCER CENTER. | Desc |
| Total Program Service Expenses | $19,190,798 | 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 | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YVETTE TREMONTI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8137457862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12902 MAGNOLIA DRIVE | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD C DROSTE | |||||||||
| DIRECTOR & CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER T KIRKWOOD ESQ | |||||||||
| DIRECTOR & VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN H HILL III ESQ | |||||||||
| DIRECTOR & IMMED PAST CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CABALLERO | |||||||||
| DIRECTOR & SEC/TREAS | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIERSTEN L ALLEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL ANDERSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALFRED S AUSTIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUZETTE BERKMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD J CAMPBELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE MONTEREY CAMPBELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN SENA CURD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| S KATHERINE FRASIER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD GONZMART | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAY GRIESE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CINDY GRUDEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMM HARMON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK HARRIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN KYNES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE H LEE MOFFITT | |||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM U MORRISON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL MORSANI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA MUMA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM OVERTON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA RYALS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LANSING SCRIVEN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK SOBERS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK SPANGLER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD W WALLACE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE WOOLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JANENE J CULUMBER | |||||||||
| SVP-CFO TO 2/1/14 | 4.00 | 51.00 | Yes (X) | $0 | $437,595 | $49,983 | |||
| LOUIS D DE LA PARTE | |||||||||
| EVP/GENERAL COUNSEL | 4.00 | 51.00 | Yes (X) | $0 | $478,606 | $51,576 | |||
| JOHN A KOLOSKY | |||||||||
| EXEC VP COO | 4.00 | 51.00 | Yes (X) | $0 | $782,603 | $49,523 | |||
| ALAN F LIST | |||||||||
| PRESIDENT | 10.00 | 45.00 | Yes (X) | $0 | $1,193,137 | $53,794 | |||
| YVETTE M LYONS TREMONTI | |||||||||
| EVP-STRAT & CFO AS OF 2/2/14 | 4.00 | 51.00 | Yes (X) | $0 | $422,671 | $55,431 | |||
| SUSAN STERN | |||||||||
| VP FOUNDATION | 55.00 | 0.00 | Yes (X) | $245,245 | $0 | $47,827 | |||
| LESLIE SCHIPANI-ANDERSON | |||||||||
| MGR DEVELOP AND MAJOR GIFTS | 40.00 | 0.00 | $102,740 | $0 | $20,898 | Yes (X) | |||
| WILLIAM S DALTON MD | |||||||||
| FORMER PRES/CNTR DIR | 0.00 | 55.00 | $0 | $650,794 | $32,064 | Yes (X) | |||
| DEAN R HEAD | |||||||||
| FORMER VP FACILITIES MGMT | 0.00 | 55.00 | $0 | $223,310 | $25,679 | Yes (X) | |||
| MARK F HULSE | |||||||||
| FORMER VP & CIO | 0.00 | 55.00 | $0 | $336,830 | $49,158 | Yes (X) | |||
| W J WILSON | |||||||||
| FORMER VP STRATEGIC COMM/P | 0.00 | 55.00 | $0 | $291,312 | $45,274 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $347,985 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,816,858 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $481,207 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TRUE SENSE MARKETING | |||||
| 155 COMMERCE DR | FREEDOM | PA | 15042 | FUNDRAISING SERVICES | $927,572 |
| HARRIS CONNECT LLC | |||||
| 1400-A CROSSWAYS BLVD | CHESAPEAKE | VA | 23320 | FUNDRAISING SERVICES | $178,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,517,236 | FundraisingAmt |
| All Other Contributions | $17,194,671 | AllOtherContributionsAmt |
| Noncash Contributions | $6,290,888 | NoncashContributionsAmt |
| Total Contributions | $20,711,907 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,597,991 | TotalRevenueColumnAmt |
| Exclusion | $2,597,991 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,757,696 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,289,786 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,467,910 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,467,910 | TotalRevenueColumnAmt |
| Exclusion | $1,467,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $600,238 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,517,236 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $670,759 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,521 | TotalRevenueColumnAmt |
| Exclusion | -$70,521 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCLAIMED PROPERTY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,576 | TotalRevenueColumnAmt |
| Exclusion | $1,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,576 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,708,863 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,996,956 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,984,141 | TotalAmt |
| Program Services | $18,984,141 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,586 | TotalAmt |
| Program Services | $33,659 | ProgramServicesAmt |
| Management And General | $84,146 | ManagementAndGeneralAmt |
| Fundraising | $218,781 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,568,421 | TotalAmt |
| Program Services | $43,778 | ProgramServicesAmt |
| Management And General | $597,107 | ManagementAndGeneralAmt |
| Fundraising | $927,536 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,624 | TotalAmt |
| Program Services | $3,630 | ProgramServicesAmt |
| Management And General | $30,255 | ManagementAndGeneralAmt |
| Fundraising | $53,739 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,316 | TotalAmt |
| Program Services | $3,550 | ProgramServicesAmt |
| Management And General | $88,217 | ManagementAndGeneralAmt |
| Fundraising | $52,549 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,149 | TotalAmt |
| Program Services | $5,122 | ProgramServicesAmt |
| Management And General | $45,211 | ManagementAndGeneralAmt |
| Fundraising | $75,816 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,302 | TotalAmt |
| Management And General | $15,879 | ManagementAndGeneralAmt |
| Fundraising | $12,423 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,134 | TotalAmt |
| Management And General | $17,134 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,148 | TotalAmt |
| Fundraising | $949,148 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,930 | TotalAmt |
| Management And General | $617,930 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,187 | TotalAmt |
| Management And General | $30,436 | ManagementAndGeneralAmt |
| Fundraising | $8,751 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,150 | TotalAmt |
| Management And General | $20,150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,395 | TotalAmt |
| Program Services | $166 | ProgramServicesAmt |
| Management And General | $38,047 | ManagementAndGeneralAmt |
| Fundraising | $46,182 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,059 | TotalAmt |
| Management And General | $69,059 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,986 | TotalAmt |
| Program Services | $97 | ProgramServicesAmt |
| Management And General | $279,037 | ManagementAndGeneralAmt |
| Fundraising | $1,852 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,050 | TotalAmt |
| Management And General | $7,931 | ManagementAndGeneralAmt |
| Fundraising | $60,119 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,233 | TotalAmt |
| Program Services | $389 | ProgramServicesAmt |
| Management And General | $237,401 | ManagementAndGeneralAmt |
| Fundraising | $7,443 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,962 | TotalAmt |
| Management And General | $1,962 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALLOC OF INTERCO EXP | $0 | $72,153 | -$419,391 | $347,238 |
| BAD DEBT EXPENSE | $461,347 | $461,347 | ||
| FUNDRAISING EXPENSES | $265,875 | $265,875 | ||
| PURCHASED SERVICES | $236,574 | $44,113 | $83,536 | $108,925 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,205 | TotalAmt |
| Management And General | $57,149 | ManagementAndGeneralAmt |
| Fundraising | $38,056 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,727,774 | TotalAmt |
| Program Services | $19,190,798 | ProgramServicesAmt |
| Management And General | $1,901,196 | ManagementAndGeneralAmt |
| Fundraising | $3,635,780 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,892 | BOYAmt |
| EOY | $2,666,020 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,748,977 | BOYAmt |
| EOY | $12,867,099 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,642 | BOYAmt |
| EOY | $26,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $497,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $471,432 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,321 | BOYAmt |
| EOY | $26,479 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,049,949 | BOYAmt |
| EOY | $102,259,216 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,677 | BOYAmt |
| EOY | $1,305,610 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,908,458 | BOYAmt |
| EOY | $119,150,753 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,284 | BOYAmt |
| EOY | $485,622 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,940,991 | BOYAmt |
| EOY | $5,749,214 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,363,275 | BOYAmt |
| EOY | $6,234,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,626,288 | BOYAmt |
| EOY | $46,127,851 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,482,467 | BOYAmt |
| EOY | $53,290,795 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,436,428 | BOYAmt |
| EOY | $13,497,271 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,545,183 | BOYAmt |
| EOY | $112,915,917 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,908,458 | BOYAmt |
| EOY | $119,150,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$18,911 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $10,389,645 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,227,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,975,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,558,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,618,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,711,907 | CurrentTaxYearAmt |
| Total | $83,092,528 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,227,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,975,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,558,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,618,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,711,907 | CurrentTaxYearAmt |
| Total | $83,092,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,345,264 | SubstantialContributorsTotAmt |
| Public Support Total170 | $67,747,264 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,039,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,219,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,048,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,494,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,597,991 | CurrentTaxYearAmt |
| Total | $9,401,305 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,576 | CurrentTaxYearAmt |
| Total | $1,576 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $92,495,409 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,039,244 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | UNCLAIMED PROPERTY - 2013 Amount: $ 1576. | 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 | $17,532,070 | BeginningYearBalanceAmt |
| Contributions | $301,437 | ContributionsAmt |
| Investment Earnings Or Losses | $19,423,630 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,843 | OtherExpendituresAmt |
| End Year Balance | $19,785,910 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,226,158 | BeginningYearBalanceAmt |
| Contributions | $341,582 | ContributionsAmt |
| Investment Earnings Or Losses | $2,063,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,192 | OtherExpendituresAmt |
| End Year Balance | $17,532,070 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,785,013 | BeginningYearBalanceAmt |
| Contributions | $304,883 | ContributionsAmt |
| Investment Earnings Or Losses | $232,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,921 | OtherExpendituresAmt |
| End Year Balance | $15,226,158 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,130,727 | BeginningYearBalanceAmt |
| Contributions | $321,246 | ContributionsAmt |
| Investment Earnings Or Losses | $2,396,764 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $63,724 | OtherExpendituresAmt |
| End Year Balance | $14,785,013 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,767,019 | BeginningYearBalanceAmt |
| Contributions | $1,648,112 | ContributionsAmt |
| Investment Earnings Or Losses | $786,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $71,387 | OtherExpendituresAmt |
| End Year Balance | $12,130,727 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68220 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $330,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $304,176 | DepreciationAmt |
| Book Value | $26,086 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,649 | OtherCostOrOtherBasisAmt |
| Depreciation | $167,256 | DepreciationAmt |
| Book Value | $393 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,479 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO RELATED ORGANIZATION | $5,075,421 |
| CHARITABLE GIFT ANNUITIES | $673,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,749,214 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | MOFFITT FOUNDATION ENDOWMENT FUNDS PROVIDE FOR CURRENT AND FUTURE FUNDING NEEDS RELATED TO THE OPERATIONS OF MOFFITT INSTITUTE. |
| Part X, Line 2: | THE CANCER CENTER RECOGNIZES UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT (I.E., GREATER THAN 50% LIKELIHOOD OF RECEIVING BENEFIT) AND RECORDS THESE BENEFITS AT THE AMOUNT MOST LIKELY TO BE REALIZED ASSUMING A REVIEW BY TAX AUTHORITIES HAVING ALL RELEVANT INFORMATION AND APPLYING CURRENT CONVENTIONS. THE CANCER CENTER HAS NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS AND DOES NOT BELIEVE THAT THERE WILL BE ANY MATERIAL CHANGES IN THE CANCER CENTER'S UNRECOGNIZED TAX POSITION OVER THE NEXT 12 MONTHS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| TRUE SENSE MARKETING | ||||||||
| 155 COMMERCE DR | FREEDOM | PA | 15042 | MAIL SOLICITATION | 0 | $1,003,245 | $654,185 | $349,060 |
| THE STELTER COMPANY | ||||||||
| 10435 NEW YORK AVE | DES MOINES | IA | 50322 | MULTICHANNEL SOLICITATION | 0 | $440 | $22,102 | -$21,662 |
| BENTZ WHALEY FLESSNER & ASSOCIATES INC | ||||||||
| 7251 OHMS LANE | MINNEAPOLIS | MN | 55439 | STRATEGY | 0 | $0 | $272,861 | -$272,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,003,685 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $949,148 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $54,537 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | THE MAGNOLIA BALL | NameOfEvent1Amt |
| Gross Receipts Event1 | $3,070,968 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,765,610 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $305,358 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $12,274 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $82,576 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $76,848 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $233,262 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $47,984 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | MILES FOR MOFFITT | NameOfEvent2Amt |
| Gross Receipts Event2 | $749,129 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $486,629 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $262,500 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $46,262 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $36,645 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,712 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $53,155 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $297,377 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $264,997 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $32,380 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $14,173 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $23,130 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $22,194 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $300 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $20,244 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,117,474 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,517,236 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $600,238 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $72,709 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $142,351 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $100,754 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $233,562 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $121,383 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $670,759 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$70,521 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b, Column (v) | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. HAS WRITTEN AGREEMENTS WITH OUR PROFESSIONAL FUNDRAISERS. THESE AGREEMENTS DISTINGUISH BETWEEN FEES FOR PROFESSIONAL FUNDRAISING SERVICES AND PAYMENTS OF FUNDRAISING EXPENSES. PAYMENTS OF FUNDRAISING EXPENSES TO TRUE SENSE MARKETING, THE STELTER COMPANY, AND BENTZ WHALEY FLESSNER AND ASSOCIATES, INC. WERE $200,458, 5,729, AND $35,468, RESPECTIVELY. |
| Schedule G, Part I, Line 2b, Column (iv): | BENTZ WHALEY FLESSNER & ASSOCIATES, INC. IS HELPING H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE FOUNDATION, INC. WITH PROGRAM ANALYSIS AND PROSPECT DEVELOPMENT FOR AN UPCOMING CAPITAL CAMPAIGN. SINCE THIS RELATES TO FUNDRAISING STRATEGY AND NOT DIRECT SOLICITATION, THERE ARE NO GROSS RECEIPTS LISTED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| H LEE MOFFITT CC&RI HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | 501(c)(3) | $1,268,218 | $3,084,475 | FMV | EQUIPMENT | PHILANTHROPIC DISTRIBUTIONS |
| H LEE MOFFITT CC&RI INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | 501(c)(3) | $13,790,412 | $666,955 | FMV | EQUIPMENT | PHILANTHROPIC DISTRIBUTIONS |
| H LEE MOFFITT CC&RI LIFETIME CSC INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238640 | 501(c)(3) | $168,528 | PHILANTHROPIC DISTRIBUTIONS | |||
| SWIM ACROSS AMERICA | ||||||||||
| ONE INTERNATIONAL PLACE STE 4600 | BOSTON | MA | 02110 | 223248256 | 501(c)(3) | $5,553 | SPONSORSHIP | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | PHILANTHROPIC DISTRIBUTIONS ARE ONLY GIVEN TO RELATED 501(C)(3) ORGANIZATIONS. THE DISTRIBUTIONS FOLLOW A WRITTEN POLICY AND MUST BE IN COMPLIANCE WITH DONOR INTENT AS WELL AS THE MISSION OF THE CANCER CENTER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANENE J CULUMBER | ||||||||||||||
| SVP-CFO TO 2/1/14 | $0 | $360,760 | $0 | $67,776 | $0 | $9,059 | $0 | $16,435 | $0 | $39,445 | $0 | $493,475 | $0 | $0 |
| LOUIS D DE LA PARTE | ||||||||||||||
| EVP/GENERAL COUNSEL | $0 | $376,684 | $0 | $99,190 | $0 | $2,732 | $0 | $22,685 | $0 | $35,575 | $0 | $536,866 | $0 | $0 |
| JOHN A KOLOSKY | ||||||||||||||
| EXEC VP COO | $0 | $598,403 | $0 | $155,805 | $0 | $28,395 | $0 | $22,706 | $0 | $28,821 | $0 | $834,130 | $0 | $0 |
| ALAN F LIST | ||||||||||||||
| PRESIDENT | $0 | $664,735 | $0 | $226,905 | $0 | $301,497 | $0 | $22,710 | $0 | $38,050 | $0 | $1,253,897 | $0 | $0 |
| YVETTE M LYONS TREMONTI | ||||||||||||||
| EVP-STRAT & CFO AS OF 2/2/14 | $0 | $335,318 | $0 | $86,210 | $0 | $1,143 | $0 | $22,543 | $0 | $38,527 | $0 | $483,741 | $0 | $0 |
| SUSAN STERN | ||||||||||||||
| VP FOUNDATION | $205,614 | $0 | $38,203 | $0 | $1,428 | $0 | $15,667 | $0 | $37,783 | $0 | $298,695 | $0 | $0 | $0 |
| WILLIAM S DALTON MD | ||||||||||||||
| FORMER PRES/CNTR DIR | $0 | $642,953 | $0 | $0 | $0 | $7,841 | $0 | $12,575 | $0 | $29,952 | $0 | $693,321 | $0 | $0 |
| DEAN R HEAD | ||||||||||||||
| FORMER VP FACILITIES MGMT | $0 | $190,414 | $0 | $28,102 | $0 | $4,794 | $0 | $10,710 | $0 | $22,142 | $0 | $256,162 | $0 | $0 |
| MARK F HULSE | ||||||||||||||
| FORMER VP & CIO | $0 | $278,344 | $0 | $50,029 | $0 | $8,457 | $0 | $16,427 | $0 | $39,388 | $0 | $392,645 | $0 | $0 |
| W J WILSON | ||||||||||||||
| FORMER VP STRATEGIC COMM/P | $0 | $233,526 | $0 | $56,613 | $0 | $1,173 | $0 | $16,156 | $0 | $33,887 | $0 | $341,355 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1b | PAYMENTS MADE FOR SOCIAL DUES OR INITIATION FEES ARE APPROVED BY THE JOINT EXECUTIVE COMPENSATION AND BENEFITS COMMITTEE (JEC&BC). PAYMENTS ARE A FIXED AMOUNT BASED ON JOB CLASSIFICATION AND IS DOCUMENTED IN MINUTES OF THE COMMITTEE AND REPORTED BACK TO THE BOARD. |
| Part I, Line 3 | Schedule J, Part I, Line 3: FOUNDATION'S CEO IS PAID BY A RELATED ORGANIZATION WHICH ESTABLISHES THE COMPENSATION OF THE CEO BY RELYING ON AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS OR STUDIES, AN EXECUTIVE COMPENSATION COMMITTEE, AND THE APPROVAL BY THE BOARD OR THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. |
| Part I, Lines 4a-b | THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AND AMOUNTS LISTED ARE INCLUDED IN THEIR TOTAL COMPENSATION, RESPECTIVELY: JANENE J. CULUMBER - $0 WILLIAM S. DALTON - $0 LOUIS D. DE LA PARTE - $0 JOHN A. KOLOSKY - $0 ALAN F. LIST - $215,089 YVETTE M LYONS TREMONTI - $0 W. J. WILSON - $0 |
| Part I, Line 6 | IN GENERAL, INCENTIVE COMPENSATION IS BASED ON MOFFITT'S ACHIEVEMENT AGAINST SPECIFIC ORGANIZATIONAL GOALS RELATED TO NET OPERATING INCOME AND ON DIVISION OR INDIVIDUAL GOALS. NET OPERATING INCOME MUST MEET OR EXCEED A CERTAIN THRESHOLD IN ORDER TO TRIGGER A PAYOUT FOR THE ORGANIZATIONAL GOAL COMPONENTS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,290,888 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 131 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | THE NUMBER OF CONTRIBUTORS REPORTED ON LINE 9 REPRESENTS THE NUMBER OF STOCK CONTRIBUTIONS, NOT THE NUMBER OF INDIVIDUAL SHARES RECEIVED. THE NUMBER OF CONTRIBUTORS ON LINE 25 REPRESENTS THE NUMBER OF AUCTION ITEMS THAT WERE DONATED. |
| Part I, Line 33: | MOST OF THE AUCTION ITEMS WERE DONATED FOR THE SILENT AUCTION AT THE MAGNOLIA BALL; THEREFORE, NO REVENUE WAS REPORTED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | THE FOLLOWING DIRECTORS AND OFFICERS, THAT JOINTLY SERVE ON THE FOUNDATION AND A FOR-PROFIT RELATED ENTITY, QUALIFY AS HAVING A BUSINESS RELATIONSHIP. FOUNDATION & MOFFITT GENETICS CORPORATION (M2GEN): H. LEE MOFFITT - FOUNDATION DIRECTOR; M2GEN DIRECTOR LOUIS D. DE LA PARTE - FOUNDATION OFFICER; M2GEN OFFICER JANENE J. CULUMBER - FOUNDATION OFFICER; M2GEN OFFICER JOHN A. KOLOSKY - FOUNDATION OFFICER; M2GEN DIRECTOR YVETTE M. LYONS TREMONTI - FOUNDATION OFFICER; M2GEN OFFICER FOUNDATION & MOFFITT TECHNOLOGIES CORPORATION (MTC): ALAN F. LIST - FOUNDATION OFFICER; MTC OFFICER JOHN A. KOLOSKY - FOUNDATION OFFICER; MTC OFFICER LOUIS D. DE LA PARTE - FOUNDATION OFFICER; MTC OFFICER JANENE J. CULUMBER - FOUNDATION OFFICER; MTC OFFICER YVETTE M. LYONS TREMONTI - FOUNDATION OFFICER; MTC OFFICER |
| Form 990, Part VI, Section A, line 6 | H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. IS THE SOLE MEMBER OF THE FOUNDATION. |
| Form 990, Part VI, Section A, line 7a | AS THE SOLE MEMBER OF THE FOUNDATION, H. LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE, INC. SHALL HAVE THE POWER TO APPROVE, DISAPPROVE OR REMOVE ANY MEMBER OF THE BOARD OF DIRECTORS OR OFFICER OF THE FOUNDATION. |
| Form 990, Part VI, Section A, line 7b | THE SOLE MEMBER OF THE CORPORATION SHALL HAVE THE FOLLOWING POWERS: A. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION OF THE CORPORATION; B. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION, CHANGE, AMENDMENT OR REPEAL OF THE BYLAWS OF THE CORPORATION; C. APPROVE, DISAPPROVE OR RECOMMEND THE SELECTION OF A QUALIFIED AUDIT FIRM AND THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; D. EITHER APPROVE OR DISAPPROVE THE TRANSFER, SALE, LEASE OR DISPOSITION OF ANY ASSET OF THE CORPORATION IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000.00); E. APPROVE OR DISAPPROVE THE CONFERRING OF ANY LIEN OR SECURITY INTEREST IN ASSETS OF THE CORPORATION IN EXCESS OF FIVE HUNDRED THOUSAND DOLLARS ($500,000.00), WHETHER SAME SHALL BE IN CONNECTION WITH EITHER PUBLIC OR PRIVATE FINANCING, OR OTHERWISE; F. APPROVE OR DISAPPROVE ALL DONATIONS OR CHARITABLE CONTRIBUTIONS BY THE CORPORATION IN EXCESS OF TEN THOUSAND DOLLARS ($10,000.00) PER CONTRIBUTION OR ANNUAL CONTRIBUTION EXCEEDING TWENTY FIVE THOUSAND DOLLARS ($25,000.00) IN THE AGGREGATE; G. APPROVE, DISAPPROVE OR RECOMMEND THE ADOPTION OF THE CORPORATION'S MISSION AND PHILOSOPHY STATEMENT; AND H. APPROVE OR DISAPPROVE CAPITAL EXPENDITURES BY THE CORPORATION IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000.00) PER EXPENDITURE OR TWO HUNDRED FIFTY THOUSAND DOLLARS ($250,000.00) IN THE AGGREGATE ANNUALLY. |
| Form 990, Part VI, Section B, line 11 | PRIOR TO PROVIDING FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, TO THE FOUNDATION BOARD OF DIRECTORS FOR REVIEW, THE CHIEF FINANCIAL OFFICER REVIEWS THE RETURN. SUGGESTED COMMENTS OR CHANGES ARE DISCUSSED AND ANY NECESSARY CORRECTIONS ARE MADE. PRIOR TO ELECTRONICALLY FILING FORM 990, MOFFITT FOUNDATION PROVIDES A COPY OF THE RETURN TO THE GOVERNING BODY, GIVING EACH BOARD MEMBER TIME TO REVIEW THE RETURN. BOARD MEMBERS HAVE THE OPPORTUNITY TO ASK QUESTIONS RELATED TO THE INFORMATION PROVIDED ON THE RETURN. |
| Form 990, Part VI, Section B, line 12c | ON AN ANNUAL BASIS A PRESENTATION IS MADE TO FOUNDATION BOARD MEMBERS TO REVIEW THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR DISCLOSING ANY POTENTIAL CONFLICTS. EACH DIRECTOR, OFFICER, COMMITTEE MEMBER, AND KEY EMPLOYEE SHALL COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ATTACHED TO THE POLICY. ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, OR KEY EMPLOYEE WHO REASONABLY BELIEVES THAT HE OR SHE MAY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE EXISTENCE OF AND THE MATERIAL FACTS OF THE NATURE OF HIS/HER INTEREST ON THE FORM. THE FORM IS SUBMITTED TO THE CORPORATE COMPLIANCE OFFICE, WHICH REVIEWS THE FORMS, GATHERS ADDITIONAL RELEVANT INFORMATION WHERE NECESSARY, AND PREPARES A SUMMARY OF THE DISCLOSURES TO BE REVIEWED BY THE CONFLICT OF INTEREST WORK GROUP. IF A DIRECTOR OR COMMITTEE MEMBER DISCLOSES THAT HE/SHE HAS A POTENTIAL CONFLICT OF INTEREST AT A BOARD OR COMMITTEE MEETING, SUCH DIRECTOR OR COMMITTEE MEMBER MUST DISCLOSE THE NATURE OF THE INTEREST AND ANY RELATED INFORMATION AND RESPOND TO QUESTIONS AS MAY BE REQUIRED BY THE REMAINING MEMBERS. BASED ON THE INFORMATION DISCLOSED, THE REMAINING BOARD MEMBERS WILL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ALTERNATIVE TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT IS EQUALLY ADVANTAGEOUS. IF AN ALTERNATIVE TRANSACTION IS NOT EQUALLY ADVANTAGEOUS THE DIRECTOR OR COMMITTEE MEMBER WHO IS THE SUBJECT OF THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO THE TRANSACTION. |
| Form 990, Part VI, Section B, line 15 | MOFFITT'S BOARD OF DIRECTORS HAS AN ESTABLISHED SUB-COMMITTEE, THE JOINT EXECUTIVE COMPENSATION & BENEFITS COMMITTEE (JEC&BC) THAT IS MADE UP ENTIRELY OF INDEPENDENT, OUTSIDE DIRECTORS. THIS COMMITTEE IS CHARGED WITH THE OVERSIGHT OF THE PERFORMANCE AND COMPENSATION OF MOFFITT EXECUTIVES AND DISQUALIFIED PERSONS. THESE POSITIONS INCLUDE THE CEO, EXECUTIVE VICE PRESIDENTS, SENIOR VICE PRESIDENTS, VICE PRESIDENTS AND DEPARTMENT CHAIRPERSONS. TO ACCOMPLISH ITS MISSION, THE COMMITTEE CAN AS NEEDED AND DOES AT ITS DISCRETION, ENGAGE OUTSIDE INDEPENDENT, OUTSIDE ADVISORS INCLUDING, BUT NOT LIMITED TO ATTORNEYS AND COMPENSATION CONSULTANTS. ON AN ANNUAL BASIS THE JEC&BC ENGAGES A NATIONALLY KNOWN, THIRD PARTY CONSULTING FIRM TO PROVIDE A DETAILED STUDY OF THE CASH COMPENSATION FOR EACH EXECUTIVE, DISQUALIFIED PERSON AND INDIVIDUAL IN KEY POSITIONS. THE CONSULTANT USES A VARIETY OF PUBLISHED SURVEYS COMPILED BY INDEPENDENT FIRMS TO PROVIDE THE SOURCE DATA FOR THE STUDY. USING FUNCTIONALLY COMPARABLE POSITIONS IN OTHER SIMILARLY SIZED, NOT-FOR-PROFIT AND FOR-PROFIT HEALTHCARE, ACADEMIC AND RESEARCH ORGANIZATIONS, THE CONSULTING FIRM PRODUCES A STUDY THAT COMPARES EACH DESIGNATED MOFFITT POSITION TO ITS APPROPRIATE MARKET EQUIVALENT. THE RESULTING DATA IS PROVIDED TO THE DIRECTOR OF HR OPERATIONS, WHO IS NOT INCLUDED IN THE EXECUTIVE OR DISQUALIFIED PERSON CATEGORIES, FOR USE IN THE FORMULATION OF RECOMMENDATIONS FOR COMPENSATION CHANGES TO MAINTAIN MARKET COMPETITIVENESS OR TO REWARD PERFORMANCE. THESE RECOMMENDATIONS ALONG WITH THE CONSULTANT'S COMPARABILITY DATA ARE PRESENTED TO THE JEC&BC FOR IT TO CONFIRM ITS REASONABLENESS, MAKE MODIFICATIONS AS IT DEEMS NECESSARY AND PROVIDE FINAL APPROVAL. EVERY THIRD YEAR THE INDEPENDENT CONSULTANT ANALYZES THE TOTAL EXECUTIVE COMPENSATION PROGRAM, USING THE SAME METHODOLOGY AS DESCRIBED ABOVE, THAT INCLUDES THE VALUE OF ALL BENEFITS AND PREREQUISITES (CASH AND NON-CASH) PROVIDED AS COMPENSATION TO THE EXECUTIVES AND DISQUALIFIED PERSONS. THE PURPOSE OF THE ANALYSIS IS TO PROVIDE AN OPINION ON THE REASONABLENESS OF EACH OF THE INDIVIDUAL COMPENSATION COMPONENTS AND THE AGGREGATE COMPENSATION TOTAL. THIS MORE COMPREHENSIVE ANALYSIS IS PROVIDED TO THE JEC&BC FOR THEIR USE IN THE ANNUAL REVIEW PROCESS. MINUTES ARE KEPT AT EACH OF THESE ANNUAL MEETINGS DETAILING THE RECOMMENDATIONS PRESENTED AND THE DECISIONS MADE BY THE COMMITTEE. THESE MINUTES ARE PUBLISHED TO THE COMMITTEE AT THE NEXT MEETING AND REPORTED BACK TO THE FULL BOARD. |
| Form 990, Part VI, Section C, line 19 | MOFFITT FOUNDATION MAKES AVAILABLE TO THE PUBLIC THROUGH THIRD PARTY VENDORS' WEBSITES ITS AUDITED FINANCIAL STATEMENTS. IN ADDITION, FORM 990 IS MADE AVAILABLE ON GUIDESTAR WHILE THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON DACBOND. ALL ORGANIZING AND GOVERNING DOCUMENTS SUCH AS FORM 1023, CONFLICTS OF INTEREST POLICY, AND BYLAWS AS WELL AS FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. |
| Form 990, Part VII, Section A, Line 1a | EMPLOYEES WHO ARE LISTED ON MOFFITT FOUNDATION'S 2013 FORM 990 ARE EMPLOYEES WHOSE 2013 W-2'S WERE ISSUED BY MOFFITT INSTITUTE, THE COMMON PAYMASTER RELATED ENTITY. PROCEDURES TO REPORT COMPENSATION OF EMPLOYEES ON FORM 990 PART VII AND ON SCHEDULE J ARE IN ACCORDANCE WITH IRS INSTRUCTIONS FOR EACH RESPECTIVE SECTION. |
| Form 990, Part XI, line 9: | TRANSFER FROM TAX EXEMPT AFFILIATE 5538427. OTHER THAN TEMPORARY ADJUSTMENT OF INVESTMENTS 5902414. RESTRICTED INVESTMENT INCOME INCLUDED IN REVENUE ON 990, -589144. BUT NOT IN REVENUE ON AUDITED FINANCIAL STATEMENTS LOSS ON SALE OF DONATED PROPERTY -292560. LOSS ON WRITE-DOWN OF DONATED PROPERTY -170000. OTHER 508. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| H LEE MOFFITT CANCER CTR & RESEARCH INSTITUTE HOSPITAL INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238634 | PATIENT CARE | FL | 501(c)(3) | Line 3 | N/A | 0 |
| H LEE MOFFITT CANCER CENTER & RESEARCH INSTITUTE INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 592451713 | PARENT-RESEARCH | FL | 501(c)(3) | Line 7 | N/A | 0 |
| H LEE MOFFITT CC&RI LIFETIME CANCER SCREENING CENTER INC | ||||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238640 | PRACTICE MANAGEMENT | FL | 501(c)(3) | Line 9 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MOFFITT TECHNOLOGIES CORPORATION | |||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 300332914 | TECHNOLOGY MANAGEMENT | FL | N/A | C | 0 |
| MOFFITT GENETICS CORPORATION | |||||||||
| 12902 MAGNOLIA DRIVE | TAMPA | FL | 33612 | 208486180 | DATABASE MANAGEMENT | FL | N/A | C | 0 |
| 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 | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |